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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 19 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ACGL ARCH CAP GROUP LTD ORD Financial Services 308.0 $28K 0.01% $90.73 +0.7%
362 ED CONSOLIDATED EDISON INC COM Utilities 275.0 $28K 0.01% $100.52 +7.5%
363 VB VANGUARD SMALL-CAP ETF 107.0 $27K 0.01% $254.28 +15.1%
364 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 130.0 $27K 0.01% +1.0 +0.8% $209.15 +10.2%
365 CNC CENTENE CORP DEL COM Healthcare 761.0 $27K 0.01% +720.0 +1756.1% $35.68 +64.9%
366 OXLC OXFORD LANE CAP CORP COM Financial Services 1,600.0 $27K 0.01% NEW $16.93 -41.6%
367 MGK VANGUARD MEGA CAP GROWTH ETF 67.0 $27K 0.01% $402.42 -77.7%
368 LEN LENNAR CORP CL A Consumer Cyclical 209.0 $26K 0.01% $126.04 -27.8%
369 DX DYNEX CAP INC COM Real Estate 2,134.0 $26K 0.01% $12.29 +6.2%
370 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 298.0 $26K 0.01% -58.0 -16.3% $87.21 -48.2%
371 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 108.0 $26K 0.01% -135.0 -55.6% $239.64 -49.3%
372 CECO CECO ENVIRONMENTAL CORP COM Industrials 500.0 $26K 0.01% $51.20 +69.8%
373 PSEC PROSPECT CAP CORP COM Financial Services 9,162.0 $25K 0.01% $2.75 -14.9%
374 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 397.0 $25K 0.01% -101.0 -20.3% $63.30 +9.9%
375 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 998.0 $25K 0.01% $25.13 -1.9%
376 ABNB AIRBNB INC COM CL A Consumer Cyclical 206.0 $25K 0.01% $121.42 +8.8%
377 CVNA CARVANA CO CL A Consumer Cyclical 65.0 $25K 0.01% $377.25 -80.6%
378 SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN Utilities 1,311.0 $24K 0.01% $18.65 +5.3%
379 BBJP JPMORGAN BETABUILDERS JAPAN ETF 366.0 $24K 0.01% $66.32 +13.0%
380 RJF RAYMOND JAMES FINL INC COM Financial Services 140.0 $24K 0.01% NEW $172.60 -15.8%
Page 19 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%