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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 3 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSX BOSTON SCIENTIFIC CORP COM Healthcare 13,081.0 $1.3M 0.47% $97.63 -40.8%
42 V VISA INC COM CL A Financial Services 3,502.0 $1.2M 0.44% +640.0 +22.4% $341.36 -3.7%
43 NEE NEXTERA ENERGY INC COM Utilities 15,599.0 $1.2M 0.43% -1K -8.1% $75.49 +17.3%
44 GOOGL ALPHABET INC CAP STK CL A Communication Services 4,823.0 $1.2M 0.43% +2K +48.2% $243.12 +57.5%
45 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,444.0 $1.1M 0.42% $468.41 -73.3%
46 NSC NORFOLK SOUTHN CORP COM Industrials 3,728.0 $1.1M 0.41% -25.0 -0.7% $300.44 +4.7%
47 HD HOME DEPOT INC COM Consumer Cyclical 2,756.0 $1.1M 0.41% +28.0 +1.0% $405.22 -22.7%
48 OKLO OKLO INC COM CL A Utilities 9,982.0 $1.1M 0.41% +57.0 +0.6% $111.63 -41.0%
49 COP CONOCOPHILLIPS COM Energy 11,779.0 $1.1M 0.41% -1K -11.2% $94.59 +27.4%
50 WMT WALMART INC COM Consumer Defensive 10,766.0 $1.1M 0.41% -5K -30.4% $103.06 +16.7%
51 ADI ANALOG DEVICES INC COM Technology 4,309.0 $1.1M 0.39% $245.71 +61.6%
52 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,104.0 $1.1M 0.39% +1K +206.3% $502.74
53 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 991.0 $959K 0.35% +254.0 +34.5% $968.21 +68.7%
54 SYK STRYKER CORPORATION COM Healthcare 2,550.0 $943K 0.35% $369.70 -14.4%
55 PM PHILIP MORRIS INTL INC COM Consumer Defensive 5,510.0 $894K 0.33% +157.0 +2.9% $162.21 +16.5%
56 SPGI S&P GLOBAL INC COM Financial Services 1,723.0 $839K 0.31% +11.0 +0.6% $486.80 -14.2%
57 AMD ADVANCED MICRO DEVICES INC COM Technology 5,174.0 $837K 0.31% +225.0 +4.5% $161.79 +189.0%
58 PG PROCTER AND GAMBLE CO COM Consumer Defensive 5,429.0 $834K 0.31% +57.0 +1.1% $153.64 -6.0%
59 INTC INTEL CORP COM Technology 24,768.0 $831K 0.31% +18K +289.4% $33.55 +257.2%
60 AJG GALLAGHER ARTHUR J & CO COM Financial Services 2,655.0 $822K 0.30% -139.0 -5.0% $309.78 -33.9%
Page 3 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%