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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 18 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ITB ISHARES U.S. HOME CONSTRUCTION ETF 305.0 $33K 0.01% $107.25 -12.8%
342 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 318.0 $32K 0.01% $101.37 +12.8%
343 GEOS GEOSPACE TECHNOLOGIES CORP COM Energy 1,700.0 $32K 0.01% NEW $18.96 -55.0%
344 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 320.0 $32K 0.01% $99.95 -19.0%
345 URI UNITED RENTALS INC COM Industrials 33.0 $32K 0.01% $954.67 +3.5%
346 DOCU DOCUSIGN INC COM Technology 435.0 $31K 0.01% NEW $72.09 -32.8%
347 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 575.0 $31K 0.01% $53.87 -4.5%
348 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 2,513.0 $31K 0.01% $12.29 +60.0%
349 PAYX PAYCHEX INC COM Industrials 243.0 $31K 0.01% -42.0 -14.7% $126.73 -25.5%
350 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 1,623.0 $31K 0.01% NEW $18.92 -43.9%
351 HCA HCA HEALTHCARE INC COM Healthcare 72.0 $31K 0.01% $426.29 -8.0%
352 RITM RITHM CAPITAL CORP COM NEW Real Estate 2,682.0 $31K 0.01% $11.39 -18.3%
353 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 535.0 $30K 0.01% $56.87 -46.1%
354 RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 576.0 $30K 0.01% $52.12 +11.9%
355 ASTS AST SPACEMOBILE INC COM CL A Technology 610.0 $30K 0.01% +58.0 +10.5% $49.08 +164.1%
356 EGO ELDORADO GOLD CORP NEW COM Basic Materials 1,003.0 $29K 0.01% $28.89 +9.1%
357 OLED UNIVERSAL DISPLAY CORP COM Technology 199.0 $29K 0.01% -4.0 -2.0% $143.63 -36.1%
358 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 62.0 $28K 0.01% $458.66 +15.0%
359 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 794.0 $28K 0.01% $35.79 +22.6%
360 IFRA ISHARES U.S. INFRASTRUCTURE ETF 532.0 $28K 0.01% $52.82 +17.2%
Page 18 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%