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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 30 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 108.0 $6K 0.00% $54.59 -11.6%
582 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 71.0 $6K 0.00% -40.0 -36.0% $83.00 -36.4%
583 EXC EXELON CORP COM Utilities 135.0 $6K 0.00% $43.59 +5.8%
584 ABR ARBOR REALTY TRUST INC COM Real Estate 756.0 $6K 0.00% $7.76 -28.6%
585 PFFR INFRACAP REIT PREFERRED ETF 325.0 $6K 0.00% +6.0 +1.9% $18.03 -2.6%
586 SCHF SCHWAB INTERNATIONAL EQUITY ETF 240.0 $6K 0.00% $24.04 +14.8%
587 MMM 3M CO COM Industrials 36.0 $6K 0.00% $160.11 -2.6%
588 BAP CREDICORP LTD COM Financial Services 20.0 $6K 0.00% +17.0 +566.7% $287.00 +20.6%
589 FCX FREEPORT-MCMORAN INC CL B Basic Materials 112.0 $6K 0.00% -121.0 -51.9% $50.79 +24.8%
590 ZTR VIRTUS TOTAL RETURN FD INC COM Financial Services 902.0 $6K 0.00% $6.30 +7.8%
591 TLT ISHARES 20 YEAR TREASURY BOND ETF 64.0 $6K 0.00% $87.16 -2.2%
592 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 39.0 $6K 0.00% $141.82 +9.9%
593 GEOS GEOSPACE TECHNOLOGIES CORP COM Energy 324.0 $5K 0.00% -1K -80.9% $16.91 -51.1%
594 SHEL SHELL PLC SPON ADS Energy 74.0 $5K 0.00% $73.49 +14.1%
595 YPF YPF SOCIEDAD ANONIMA SPON ADR CL D Energy 145.0 $5K 0.00% NEW $36.16 +41.6%
596 STM STMICROELECTRONICS N V NY REGISTRY Technology 200.0 $5K 0.00% NEW $25.94 +161.3%
597 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 485.0 $5K 0.00% $10.67 +21.1%
598 OLED UNIVERSAL DISPLAY CORP COM Technology 44.0 $5K 0.00% -155.0 -77.9% $116.77 -21.4%
599 CHE CHEMED CORP NEW COM Healthcare 12.0 $5K 0.00% $427.83 +2.4%
600 MKSI MKS INC. COM Technology 32.0 $5K 0.00% $159.81 +104.7%
Page 30 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%