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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 2 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK AMERICA CORP COM Financial Services 43,574.0 $2.2M 0.83% +485.0 +1.1% $51.59 +0.4%
22 ABBV ABBVIE INC COM Healthcare 9,478.0 $2.2M 0.81% +201.0 +2.2% $231.55 -6.8%
23 MS MORGAN STANLEY COM NEW Financial Services 13,583.0 $2.2M 0.80% -177.0 -1.3% $158.96 +26.5%
24 WFC WELLS FARGO CO NEW COM Financial Services 25,747.0 $2.2M 0.80% +2K +7.7% $83.82 -8.9%
25 UNH UNITEDHEALTH GROUP INC COM Healthcare 6,200.0 $2.1M 0.79% +647.0 +11.7% $345.31 +12.5%
26 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 124,901.0 $2.1M 0.78% $17.01 +5.1%
27 IBM INTERNATIONAL BUSINESS MACHS COM Technology 7,106.0 $2.0M 0.74% +4K +166.8% $282.16 -10.0%
28 SPY SPDR S&P 500 ETF TRUST Financial Services 2,971.0 $2.0M 0.73% $666.18 +11.9%
29 TSLA TESLA INC COM Consumer Cyclical 4,035.0 $1.8M 0.66% +153.0 +3.9% $444.72 -4.2%
30 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 6,196.0 $1.7M 0.64% $281.86 -36.0%
31 CRWD CROWDSTRIKE HLDGS INC CL A Technology 3,559.0 $1.7M 0.64% +245.0 +7.4% $490.38 +35.3%
32 ETN EATON CORP PLC SHS Industrials 4,347.0 $1.6M 0.60% +24.0 +0.6% $374.21 +4.6%
33 AVGO BROADCOM INC COM Technology 4,801.0 $1.6M 0.58% -208.0 -4.2% $329.88 +25.5%
34 AXP AMERICAN EXPRESS CO COM Financial Services 4,762.0 $1.6M 0.58% +102.0 +2.2% $332.19 -6.1%
35 JPM JPMORGAN CHASE & CO. COM Financial Services 4,952.0 $1.6M 0.58% +363.0 +7.9% $315.43 -2.9%
36 LIN LINDE PLC SHS Basic Materials 3,021.0 $1.4M 0.53% -34.0 -1.1% $474.94 +9.0%
37 XYLD GLOBAL X S&P 500 COVERED CALL ETF 36,092.0 $1.4M 0.52% -12K -25.2% $39.26 +3.0%
38 TJX TJX COS INC NEW COM Consumer Cyclical 9,642.0 $1.4M 0.51% +117.0 +1.2% $144.55 +9.5%
39 MCD MCDONALDS CORP COM Consumer Cyclical 4,560.0 $1.4M 0.51% +56.0 +1.2% $303.86 -7.1%
40 PGR PROGRESSIVE CORP COM Financial Services 5,415.0 $1.3M 0.49% +38.0 +0.7% $246.96 -19.2%
Page 2 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%