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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 3 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC COM Technology 5,959.0 $1.3M 0.46% +785.0 +15.2% $214.16 +128.7%
42 NEE NEXTERA ENERGY INC COM Utilities 15,695.0 $1.3M 0.45% +96.0 +0.6% $80.28 +9.6%
43 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,637.0 $1.2M 0.45% +193.0 +7.9% $473.30 -73.5%
44 IBM INTERNATIONAL BUSINESS MACHS COM Technology 4,103.0 $1.2M 0.44% -3K -42.3% $296.23 -15.7%
45 BSX BOSTON SCIENTIFIC CORP COM Healthcare 12,673.0 $1.2M 0.43% -408.0 -3.1% $95.35 -39.5%
46 V VISA INC COM CL A Financial Services 3,375.0 $1.2M 0.42% -127.0 -3.6% $350.75 -6.9%
47 PGR PROGRESSIVE CORP COM Financial Services 5,087.0 $1.2M 0.42% -328.0 -6.1% $227.73 -13.0%
48 ADI ANALOG DEVICES INC COM Technology 4,136.0 $1.1M 0.40% -173.0 -4.0% $271.21 +53.6%
49 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,127.0 $1.1M 0.38% +23.0 +1.1% $502.65
50 NSC NORFOLK SOUTHN CORP COM Industrials 3,660.0 $1.1M 0.38% -68.0 -1.8% $288.76 +10.5%
51 LIN LINDE PLC SHS Basic Materials 2,477.0 $1.1M 0.38% -544.0 -18.0% $426.36 +20.6%
52 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 976.0 $1.0M 0.38% -15.0 -1.5% $1070.04 +50.6%
53 COP CONOCOPHILLIPS COM Energy 10,708.0 $1.0M 0.36% -1K -9.1% $93.61 +26.4%
54 BA BOEING CO COM Industrials 4,580.0 $994K 0.36% +1K +34.0% $217.12 +1.4%
55 HD HOME DEPOT INC COM Consumer Cyclical 2,732.0 $940K 0.34% -24.0 -0.9% $344.05 -10.0%
56 INTC INTEL CORP COM Technology 24,895.0 $919K 0.33% +127.0 +0.5% $36.90 +231.2%
57 PM PHILIP MORRIS INTL INC COM Consumer Defensive 5,465.0 $877K 0.32% -45.0 -0.8% $160.40 +14.3%
58 SYK STRYKER CORPORATION COM Healthcare 2,372.0 $834K 0.30% -178.0 -7.0% $351.52 -11.7%
59 COF CAPITAL ONE FINL CORP COM Financial Services 3,423.0 $830K 0.30% +3K +10000.0% $242.36 -22.7%
60 SPGI S&P GLOBAL INC COM Financial Services 1,544.0 $807K 0.29% -179.0 -10.4% $522.73 -21.2%
Page 3 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%