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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 37 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TDY TELEDYNE TECHNOLOGIES INC COM Technology 2.0 $1K $586.00 +8.2%
722 PLUG PLUG POWER INC COM NEW Industrials 500.0 $1K $2.33 +59.9%
723 RF REGIONS FINANCIAL CORP NEW COM Financial Services 44.0 $1K $26.36 +7.2%
724 DVN DEVON ENERGY CORP NEW COM Energy 33.0 $1K $35.06 +32.5%
725 RDDT REDDIT INC CL A Communication Services 5.0 $1K +4.0 +400.0% $230.00 -37.4%
726 DGX QUEST DIAGNOSTICS INC COM Healthcare 6.0 $1K $190.50 +1.7%
727 AMKR AMKOR TECHNOLOGY INC COM Technology 40.0 $1K $28.40 +163.5%
728 UNUSUAL MACHS INC COM SHS 71.0 $1K NEW $15.10
729 PATH UIPATH INC CL A Technology 79.0 $1K NEW $13.38 -16.0%
730 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 18.0 $1K -10.0 -35.7% $57.50 -48.0%
731 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 13.0 $1K $78.38 +7.0%
732 LOANDEPOT INC COM CL A 332.0 $1K $3.07
733 FSLY FASTLY INC CL A Technology 118.0 $1K NEW $8.55 +93.5%
734 FUNDAMENTAL GLOBAL INC COM NEW 180.0 $988.0 NEW $5.49
735 EPAC ENERPAC TOOL GROUP CORP CL A COM Industrials 24.0 $984.0 $41.00 -14.8%
736 DT DYNATRACE INC COM NEW Technology 20.0 $969.0 NEW $48.45 -15.7%
737 NRDY NERDY INC CL A COM Technology 769.0 $969.0 NEW $1.26 -34.9%
738 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 13.0 $955.0 $73.46 +17.1%
739 RL RALPH LAUREN CORP CL A Consumer Cyclical 3.0 $941.0 $313.67 +24.8%
740 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 10.0 $933.0 $93.30 -10.0%
Page 37 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%