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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 41 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 OKE ONEOK INC NEW COM Energy 6.0 $441.0 $73.50 +23.8%
802 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 5.0 $441.0 NEW $88.20 +18.6%
803 FETH FIDELITY ETHEREUM FUND ETF Financial Services 14.0 $415.0 $29.64 -30.4%
804 COOPER COS INC COM 5.0 $410.0 NEW $82.00
805 RBLX ROBLOX CORP CL A Technology 5.0 $405.0 $81.00 -43.4%
806 FAST FASTENAL CO COM Industrials 10.0 $401.0 NEW $40.10 +10.8%
807 GPN GLOBAL PMTS INC COM Industrials 5.0 $387.0 NEW $77.40 -4.9%
808 IWV ISHARES RUSSELL 3000 ETF 1.0 $387.0 $387.00 +10.0%
809 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 5.0 $381.0 $76.20 -13.3%
810 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 7.0 $367.0 $52.43
811 DAYFORCE INC COM 5.0 $346.0 NEW $69.20
812 EVEREST GROUP LTD COM 1.0 $339.0 NEW $339.00
813 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 5.0 $337.0 NEW $67.40 +13.0%
814 BBAI BIGBEAR AI HLDGS INC COM Technology 60.0 $324.0 $5.40 -23.8%
815 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 20.0 $322.0 NEW $16.10 +24.3%
816 SWKS SKYWORKS SOLUTIONS INC COM Technology 5.0 $317.0 NEW $63.40 +31.5%
817 ELF E L F BEAUTY INC COM Consumer Defensive 4.0 $304.0 -15.0 -79.0% $76.00 -29.4%
818 LKQ LKQ CORP COM Consumer Cyclical 10.0 $302.0 NEW $30.20 -9.9%
819 ROL ROLLINS INC COM Consumer Cyclical 5.0 $300.0 NEW $60.00 -11.1%
820 CFG CITIZENS FINL GROUP INC COM Financial Services 5.0 $292.0 NEW $58.40 +8.6%
Page 41 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%