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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $278M AUM 859 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New 176 Added 192 Reduced 46 Exited
Page 2 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK AMERICA CORP COM Financial Services 43,713.0 $2.4M 0.86% $55.00 -5.3%
22 TXN TEXAS INSTRS INC COM Technology 12,571.0 $2.2M 0.78% -398.0 -3.1% $173.50 +85.8%
23 ABBV ABBVIE INC COM Healthcare 9,364.0 $2.1M 0.77% -114.0 -1.2% $228.50 -6.4%
24 SPY SPDR S&P 500 ETF TRUST Financial Services 2,971.0 $2.0M 0.73% $681.92 +9.9%
25 WMT WALMART INC COM Consumer Defensive 17,974.0 $2.0M 0.72% +7K +67.0% $111.41 +6.5%
26 UNH UNITEDHEALTH GROUP INC COM Healthcare 5,743.0 $1.9M 0.68% -457.0 -7.4% $330.12 +14.7%
27 TSLA TESLA INC COM Consumer Cyclical 4,091.0 $1.8M 0.66% +56.0 +1.4% $449.72 -4.1%
28 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 12,392.0 $1.8M 0.64% +6K +100.0% $143.97 +28.2%
29 AXP AMERICAN EXPRESS CO COM Financial Services 4,758.0 $1.8M 0.63% $369.92 -16.0%
30 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 98,069.0 $1.7M 0.62% -27K -21.5% $17.67 +1.8%
31 AVGO BROADCOM INC COM Technology 4,926.0 $1.7M 0.61% +125.0 +2.6% $346.08 +22.4%
32 JPM JPMORGAN CHASE & CO. COM Financial Services 5,203.0 $1.7M 0.60% +251.0 +5.1% $322.22 -4.8%
33 CRWD CROWDSTRIKE HLDGS INC CL A Technology 3,554.0 $1.7M 0.60% $468.76 +44.1%
34 GOOGL ALPHABET INC CAP STK CL A Communication Services 5,282.0 $1.7M 0.59% +459.0 +9.5% $312.97 +23.6%
35 ORCL ORACLE CORP COM Technology 8,032.0 $1.6M 0.56% -2K -22.0% $194.91 -1.1%
36 TJX TJX COS INC NEW COM Consumer Cyclical 10,070.0 $1.5M 0.56% +428.0 +4.4% $153.61 +3.1%
37 XYLD GLOBAL X S&P 500 COVERED CALL ETF 36,107.0 $1.5M 0.53% $40.63 -0.3%
38 ETN EATON CORP PLC SHS Industrials 4,204.0 $1.3M 0.48% -143.0 -3.3% $318.49 +28.0%
39 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 24,612.0 $1.3M 0.48% +20K +477.2% $53.86 +5.4%
40 MCD MCDONALDS CORP COM Consumer Cyclical 4,228.0 $1.3M 0.46% -332.0 -7.3% $305.63 -8.2%
Page 2 of 43  ·  859 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 42.0%
Financial Services 13.1%
Communication Services 10.6%
Consumer Cyclical 10.1%
Healthcare 7.3%
Industrials 6.2%
Consumer Defensive 3.7%
Energy 2.6%
Utilities 2.3%
Basic Materials 1.6%