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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 39 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CTVA CORTEVA INC COM Basic Materials 8.0 $541.0 -34.0 -81.0% $67.62 +17.6%
762 MEDP MEDPACE HLDGS INC COM Healthcare 1.0 $514.0 $514.00 -15.8%
763 IQ IQIYI INC SPONSORED ADS Communication Services 200.0 $512.0 $2.56 -57.4%
764 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 5.0 $499.0 $99.80 -33.9%
765 DESKTOP METAL INC COM CL A 100.0 $496.0 $4.96
766 CAH CARDINAL HEALTH INC COM Healthcare 3.0 $471.0 $157.00 +27.8%
767 AXTA AXALTA COATING SYS LTD COM Basic Materials 16.0 $458.0 $28.62 +2.1%
768 OKE ONEOK INC NEW COM Energy 6.0 $438.0 $73.00 +28.8%
769 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 7.0 $399.0 $57.00
770 BBAI BIGBEAR AI HLDGS INC COM Technology 60.0 $391.0 $6.52 -35.9%
771 IWV ISHARES RUSSELL 3000 ETF 1.0 $379.0 $379.00 +11.5%
772 CNA CNA FINL CORP COM Financial Services 8.0 $372.0 $46.50 -5.3%
773 CTRA COTERRA ENERGY INC COM Energy 15.0 $355.0 $23.67 +37.6%
774 SNDL INC COM 130.0 $348.0 $2.68
775 SNAP SNAP INC CL A Communication Services 40.0 $308.0 $7.70 -25.8%
776 NAUT NAUTILUS BIOTECHNOLOGY INC COM Healthcare 350.0 $296.0 $0.85 +200.3%
777 PSA PUBLIC STORAGE OPER CO COM Real Estate 1.0 $289.0 $289.00 +5.6%
778 JAWS MUSTANG ACQUISITION CORP SHS CL A 27.0 $284.0 $10.52
779 AIR LEASE CORP CL A 4.0 $255.0 $63.75
780 FDX FEDEX CORP COM Industrials 1.0 $236.0 $236.00 +67.0%
Page 39 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%