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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 5 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 13,476.0 $614K 0.23% -1K -8.6% $45.57 -0.4%
82 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 1,370.0 $613K 0.23% -211.0 -13.3% $447.23 -2.1%
83 BLK BLACKROCK INC COM Financial Services 525.0 $612K 0.23% $1166.38 -7.8%
84 PEP PEPSICO INC COM Consumer Defensive 4,347.0 $610K 0.23% -385.0 -8.1% $140.43 +4.1%
85 HON HONEYWELL INTL INC COM Industrials 2,698.0 $568K 0.21% -102.0 -3.6% $210.46 +10.4%
86 LOW LOWES COS INC COM Consumer Cyclical 2,218.0 $557K 0.20% +181.0 +8.9% $251.26 -15.7%
87 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 8,186.0 $551K 0.20% -566.0 -6.5% $67.31 +29.6%
88 GLD SPDR GOLD SHARES Financial Services 1,524.0 $542K 0.20% +150.0 +10.9% $355.47 +16.0%
89 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 8,497.0 $531K 0.20% -727.0 -7.9% $62.47 -1.3%
90 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 3,379.0 $502K 0.18% +117.0 +3.6% $148.61 -30.2%
91 CAT CATERPILLAR INC COM Industrials 1,023.0 $488K 0.18% +66.0 +6.9% $477.19 +90.0%
92 USB US BANCORP DEL COM NEW Financial Services 9,907.0 $479K 0.18% -624.0 -5.9% $48.33 +13.5%
93 MSTR STRATEGY INC CL A NEW Technology 1,474.0 $475K 0.17% $322.21 -50.1%
94 UBER UBER TECHNOLOGIES INC COM Technology 4,846.0 $475K 0.17% +155.0 +3.3% $97.97 -28.3%
95 MDT MEDTRONIC PLC SHS Healthcare 4,669.0 $445K 0.16% -38.0 -0.8% $95.24 -18.4%
96 BPOP POPULAR INC COM NEW Financial Services 3,473.0 $441K 0.16% $127.01 +19.1%
97 NOC NORTHROP GRUMMAN CORP COM Industrials 718.0 $437K 0.16% +280.0 +63.9% $609.32 -8.6%
98 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,174.0 $437K 0.16% -233.0 -9.7% $200.93 +9.7%
99 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,816.0 $429K 0.16% $236.06 +264.2%
100 GD GENERAL DYNAMICS CORP COM Industrials 1,208.0 $412K 0.15% +10.0 +0.8% $341.01 +1.1%
Page 5 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%