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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 8 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PPG PPG INDS INC COM Basic Materials 2,302.0 $236K 0.09% $102.46 +10.2%
142 VTI VANGUARD TOTAL STOCK MARKET ETF 699.0 $234K 0.08% $335.27 +10.2%
143 REGN REGENERON PHARMACEUTICALS COM Healthcare 298.0 $230K 0.08% -56.0 -15.8% $771.94 -17.7%
144 AROC ARCHROCK INC COM Energy 8,802.0 $229K 0.08% $26.02 +40.8%
145 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 5,090.0 $228K 0.08% +3K +100.2% $44.71 +26.8%
146 MSTR STRATEGY INC CL A NEW Technology 1,474.0 $224K 0.08% $151.95 +2.1%
147 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1,106.0 $220K 0.08% $198.62 +8.5%
148 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 6,656.0 $213K 0.08% -778.0 -10.5% $32.06 +18.6%
149 DIS DISNEY WALT CO COM Communication Services 1,857.0 $211K 0.08% +179.0 +10.7% $113.78 -7.6%
150 PH PARKER-HANNIFIN CORP COM Industrials 235.0 $207K 0.07% $878.96 -2.3%
151 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 1,397.0 $205K 0.07% -199.0 -12.5% $146.58 -12.8%
152 EHI WESTERN ASSET GBL HIGH INC FD COM Financial Services 31,681.0 $203K 0.07% $6.41 -6.9%
153 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 4,415.0 $196K 0.07% $44.34 +8.5%
154 SNOW SNOWFLAKE INC COM SHS Technology 864.0 $190K 0.07% $219.36 -19.2%
155 LMT LOCKHEED MARTIN CORP COM Industrials 391.0 $189K 0.07% -47.0 -10.7% $483.81 +9.8%
156 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 2,236.0 $185K 0.07% +332.0 +17.4% $82.82 -0.7%
157 SNPS SYNOPSYS INC COM Technology 392.0 $184K 0.07% $469.72 +12.9%
158 CB CHUBB LIMITED COM Financial Services 588.0 $184K 0.07% +101.0 +20.7% $312.12 +4.3%
159 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 978.0 $181K 0.07% -95.0 -8.8% $185.56 -30.6%
160 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 650.0 $181K 0.07% -419.0 -39.2% $278.92 -0.0%
Page 8 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%