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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 39 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 STLD STEEL DYNAMICS INC COM Basic Materials 5.0 $847.0 NEW $169.40 +47.9%
762 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 10.0 $839.0 NEW $83.90 +15.2%
763 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 18.0 $823.0 $45.72 -35.1%
764 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 32.0 $810.0 $25.31 -0.8%
765 RJF RAYMOND JAMES FINL INC COM Financial Services 5.0 $803.0 -135.0 -96.4% $160.60 -5.3%
766 BRO BROWN & BROWN INC COM Financial Services 10.0 $797.0 NEW $79.70 -28.5%
767 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 4.0 $792.0 $198.00 +17.7%
768 STT STATE STR CORP COM Financial Services 6.0 $774.0 $129.00 +22.9%
769 UDR UDR INC COM Real Estate 20.0 $734.0 NEW $36.70 +3.6%
770 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 4.0 $714.0 $178.50 +7.8%
771 ALB ALBEMARLE CORP COM Basic Materials 5.0 $707.0 NEW $141.40 +23.5%
772 MAA MID-AMER APT CMNTYS INC COM Real Estate 5.0 $695.0 NEW $139.00 -6.1%
773 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 5.0 $689.0 NEW $137.80 -1.8%
774 LOANDEPOT INC COM CL A 332.0 $687.0 $2.07
775 A AGILENT TECHNOLOGIES INC COM Healthcare 5.0 $680.0 NEW $136.00 -15.4%
776 BXP BXP INC COM Real Estate 10.0 $675.0 NEW $67.50 -10.2%
777 HSAI HESAI GROUP SPONSORED ADS Consumer Cyclical 30.0 $672.0 NEW $22.40 -4.4%
778 DG DOLLAR GEN CORP NEW COM Consumer Defensive 5.0 $664.0 NEW $132.80 -22.0%
779 CTRA COTERRA ENERGY INC COM Energy 25.0 $658.0 +10.0 +66.7% $26.32 +23.7%
780 BIDU BAIDU INC SPON ADR REP A Communication Services 5.0 $653.0 $130.60 -2.9%
Page 39 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%