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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 30 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RGEN REPLIGEN CORP COM Healthcare 40.0 $5K 0.00% NEW $133.68 -13.8%
582 CRON CRONOS GROUP INC COM Healthcare 1,920.0 $5K 0.00% $2.78 -1.8%
583 SHEL SHELL PLC SPON ADS Energy 74.0 $5K 0.00% $71.53 +18.9%
584 INSM INSMED INC COM PAR $.01 Healthcare 36.0 $5K 0.00% $144.00 -24.4%
585 HESM HESS MIDSTREAM LP CL A SHS Energy 150.0 $5K 0.00% +20.0 +15.4% $34.55 +14.5%
586 WIX WIX COM LTD SHS Technology 28.0 $5K 0.00% +20.0 +250.0% $177.64 -70.1%
587 QBTS D-WAVE QUANTUM INC COM Technology 200.0 $5K 0.00% +100.0 +100.0% $24.71 +12.5%
588 EXACT SCIENCES CORP COM 90.0 $5K 0.00% -15.0 -14.3% $54.71
589 SHLD GLOBAL X DEFENSE TECH ETF 70.0 $5K 0.00% $70.24 -5.9%
590 CONFLUENT INC CLASS A COM 247.0 $5K 0.00% -434.0 -63.7% $19.80
591 GBDC GOLUB CAP BDC INC COM Financial Services 355.0 $5K 0.00% $13.69 -4.4%
592 EARN ELLINGTON CREDIT COMPANY COM SHS BEN INT Financial Services 888.0 $5K 0.00% +36.0 +4.2% $5.45 -10.4%
593 BRX BRIXMOR PPTY GROUP INC COM Real Estate 167.0 $5K 0.00% $27.68 +12.5%
594 APOS APOLLO GLOBAL MGMT INC COM Financial Services 34.0 $5K 0.00% NEW $133.26 -80.3%
595 DD DUPONT DE NEMOURS INC COM Basic Materials 58.0 $5K 0.00% $77.90 -36.5%
596 USA LIBERTY ALL STAR EQUITY FD SH BEN INT Financial Services 712.0 $5K 0.00% $6.34 -8.0%
597 FE FIRSTENERGY CORP COM Utilities 98.0 $4K 0.00% +70.0 +250.0% $45.82 +1.8%
598 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 150.0 $4K 0.00% NEW $29.78 +55.9%
599 GLOBUS MED INC CL A 78.0 $4K 0.00% $57.27
600 COF CAPITAL ONE FINL CORP COM Financial Services 21.0 $4K 0.00% $212.57 -12.3%
Page 30 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%