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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 40 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PAGP PLAINS GP HLDGS L P LTD PARTNR INT A Energy 34.0 $651.0 $19.15 +33.2%
782 CSL CARLISLE COS INC COM Industrials 2.0 $640.0 $320.00 +6.6%
783 PLD PROLOGIS INC. COM Real Estate 5.0 $638.0 -74.0 -93.7% $127.60 +15.2%
784 ADSK AUTODESK INC COM Technology 2.0 $592.0 NEW $296.00 -19.5%
785 PHM PULTE GROUP INC COM Consumer Cyclical 5.0 $586.0 NEW $117.20 +0.5%
786 FLCA FRANKLIN FTSE CANADA ETF 12.0 $580.0 $48.33 +8.4%
787 MEDP MEDPACE HLDGS INC COM Healthcare 1.0 $562.0 $562.00 -23.6%
788 CTVA CORTEVA INC COM Basic Materials 8.0 $536.0 $67.00 +18.0%
789 HUM HUMANA INC COM Healthcare 2.0 $512.0 NEW $256.00 +17.8%
790 TROW PRICE T ROWE GROUP INC COM Financial Services 5.0 $512.0 NEW $102.40 +1.4%
791 CLX CLOROX CO DEL COM Consumer Defensive 5.0 $504.0 NEW $100.80 -4.5%
792 VLTO VERALTO CORP COM SHS Industrials 5.0 $499.0 NEW $99.80 -13.8%
793 DESKTOP METAL INC COM CL A 100.0 $496.0 $4.96
794 FUNDAMENTAL GLOBAL INC COM NEW 180.0 $495.0 $2.75
795 INCY INCYTE CORP COM Healthcare 5.0 $494.0 NEW $98.80 -1.7%
796 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 21.0 $491.0 $23.38 +21.4%
797 AMP AMERIPRISE FINL INC COM Financial Services 1.0 $490.0 NEW $490.00 -7.0%
798 NDAQ NASDAQ INC COM Financial Services 5.0 $486.0 NEW $97.20 -6.5%
799 SOLV SOLVENTUM CORP COM SHS Healthcare 6.0 $475.0 +5.0 +500.0% $79.17 -3.7%
800 ROP ROPER TECHNOLOGIES INC COM Industrials 1.0 $445.0 -10.0 -90.9% $445.00 -28.0%
Page 40 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%