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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 15 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MP MP MATERIALS CORP COM CL A Basic Materials 843.0 $57K 0.02% NEW $67.07 -2.8%
282 QCOM QUALCOMM INC COM Technology 334.0 $56K 0.02% +48.0 +16.8% $166.20 +40.4%
283 NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS Consumer Cyclical 2,201.0 $54K 0.02% +2K +631.2% $24.63 -26.2%
284 IWB ISHARES RUSSELL 1000 ETF 146.0 $53K 0.02% $365.48 +12.0%
285 BP BP PLC SPONSORED ADR Energy 1,540.0 $53K 0.02% $34.46 +20.9%
286 PPL PPL CORP COM Utilities 1,409.0 $52K 0.02% -865.0 -38.0% $37.16 -3.6%
287 KBH KB HOME COM Consumer Cyclical 818.0 $52K 0.02% $63.64 -21.9%
288 IJH ISHARES CORE S&P MID-CAP ETF 791.0 $52K 0.02% $65.26 +13.9%
289 BIIB BIOGEN INC COM Healthcare 367.0 $51K 0.02% -35.0 -8.7% $140.08 +40.6%
290 IEFA ISHARES CORE MSCI EAFE ETF 588.0 $51K 0.02% -169.0 -22.3% $87.31 +12.2%
291 TWLO TWILIO INC CL A Communication Services 500.0 $50K 0.02% NEW $100.09 +81.5%
292 CCI CROWN CASTLE INC COM Real Estate 518.0 $50K 0.02% -125.0 -19.4% $96.49 -5.8%
293 BWXT BWX TECHNOLOGIES INC COM Industrials 271.0 $50K 0.02% +154.0 +131.6% $184.37 +7.9%
294 NKE NIKE INC CL B Consumer Cyclical 707.0 $49K 0.02% -134.0 -15.9% $69.73 -34.1%
295 SBUX STARBUCKS CORP COM Consumer Cyclical 577.0 $49K 0.02% -113.0 -16.4% $84.62 +20.7%
296 UNILEVER PLC SPON ADR NEW 819.0 $49K 0.02% NEW $59.28
297 ESTC ELASTIC N V ORD SHS Technology 567.0 $48K 0.02% -145.0 -20.4% $84.49 -36.2%
298 RPG INVESCO S&P 500 PURE GROWTH ETF 1,000.0 $48K 0.02% $47.72 +23.6%
299 KLAC KLA CORP COM NEW Technology 44.0 $47K 0.02% $1078.59 +81.5%
300 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 445.0 $46K 0.02% -254.0 -36.3% $103.04 +4.7%
Page 15 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%