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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 13 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HII HUNTINGTON INGALLS INDS INC COM Industrials 278.0 $80K 0.03% NEW $287.91 +10.4%
242 HUBS HUBSPOT INC COM Technology 168.0 $79K 0.03% -22.0 -11.6% $467.80 -56.9%
243 TRP TC ENERGY CORP COM Energy 1,431.0 $78K 0.03% -1K -43.3% $54.41 +26.5%
244 TTD THE TRADE DESK INC COM CL A Technology 1,584.0 $78K 0.03% -108.0 -6.4% $49.01 -54.1%
245 VEEV VEEVA SYS INC CL A COM Healthcare 259.0 $77K 0.03% +16.0 +6.6% $297.91 -46.3%
246 VMC VULCAN MATLS CO COM Basic Materials 249.0 $77K 0.03% +243.0 +4050.0% $307.62 -10.7%
247 MRSH MARSH & MCLENNAN COS INC COM Financial Services 371.0 $75K 0.03% $201.53 -20.0%
248 ROM PROSHARES ULTRA TECHNOLOGY 800.0 $74K 0.03% $92.66 +59.1%
249 SCHD SCHWAB US DIVIDEND EQUITY ETF 2,713.0 $74K 0.03% $27.30 +19.4%
250 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 1,360.0 $72K 0.03% -782.0 -36.5% $53.08 +20.7%
251 SCI SERVICE CORP INTL COM Consumer Cyclical 849.0 $71K 0.03% NEW $83.22 -7.6%
252 DDOG DATADOG INC CL A COM Technology 494.0 $70K 0.03% $142.40 +54.6%
253 OCULIS HOLDING AG ORDINARY SHARES 4,000.0 $70K 0.03% NEW $17.58
254 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 878.0 $70K 0.03% -669.0 -43.2% $79.89 +43.9%
255 PULS PGIM ULTRA SHORT BOND ETF 1,396.0 $70K 0.03% $49.83 -0.3%
256 AEP AMERICAN ELEC PWR CO INC COM Utilities 618.0 $70K 0.03% -508.0 -45.1% $112.50 +15.7%
257 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 99.0 $69K 0.03% +5.0 +5.3% $698.00 -26.3%
258 KMI KINDER MORGAN INC DEL COM Energy 2,418.0 $68K 0.03% $28.31 +15.3%
259 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 3,914.0 $68K 0.03% -347.0 -8.1% $17.27 -6.9%
260 QUBT QUANTUM COMPUTING INC COM Technology 3,635.0 $67K 0.03% +2K +171.3% $18.41 -37.2%
Page 13 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%