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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $271M AUM 808 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 169 Added 135 Reduced
Page 12 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BND VANGUARD TOTAL BOND MARKET ETF 1,370.0 $102K 0.04% +13.0 +1.0% $74.37 -1.5%
222 AMGN AMGEN INC COM Healthcare 360.0 $102K 0.04% -179.0 -33.2% $282.20 +20.5%
223 FANG DIAMONDBACK ENERGY INC COM Energy 699.0 $100K 0.04% +34.0 +5.1% $143.00 +35.8%
224 ECL ECOLAB INC COM Basic Materials 364.0 $100K 0.04% +31.0 +9.3% $273.89 -3.3%
225 F FORD MTR CO COM Consumer Cyclical 8,327.0 $100K 0.04% $11.96 +33.5%
226 MCK MCKESSON CORP COM Healthcare 127.0 $98K 0.04% +80.0 +170.2% $772.54 -2.0%
227 UNP UNION PAC CORP COM Industrials 407.0 $96K 0.04% $236.37 +17.4%
228 HEI HEICO CORP NEW COM Industrials 296.0 $96K 0.04% $322.88 -3.7%
229 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP Energy 1,909.0 $95K 0.04% $50.01 +36.0%
230 VIG VANGUARD DIVIDEND APPRECIATION ETF 426.0 $92K 0.03% -94.0 -18.1% $215.79 +8.0%
231 ENTERGY CORP NEW COM 962.0 $90K 0.03% -2K -67.5% $93.14
232 IYW ISHARES U.S. TECHNOLOGY ETF 456.0 $89K 0.03% $195.86 +25.4%
233 CANADIAN PACIFIC KANSAS CITY COM 1,178.0 $88K 0.03% +139.0 +13.4% $74.50
234 BSV VANGUARD SHORT-TERM BOND ETF 1,100.0 $87K 0.03% $78.91 -1.1%
235 ARCC ARES CAPITAL CORP COM Financial Services 4,244.0 $87K 0.03% $20.41 -7.4%
236 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 4,432.0 $87K 0.03% +4K +435.9% $19.53 +39.6%
237 GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 786.0 $84K 0.03% $107.44 -1.2%
238 BK BANK NEW YORK MELLON CORP COM Financial Services 752.0 $82K 0.03% $108.99 +27.7%
239 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 1,937.0 $82K 0.03% $42.13 +6.5%
240 H HYATT HOTELS CORP COM CL A Consumer Cyclical 565.0 $80K 0.03% NEW $141.93 +26.5%
Page 12 of 41  ·  808 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.5%
Financial Services 12.4%
Communication Services 10.9%
Consumer Cyclical 9.6%
Healthcare 6.9%
Industrials 6.6%
Consumer Defensive 3.6%
Utilities 2.7%
Energy 2.7%
Basic Materials 1.7%