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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 9 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DIS DISNEY WALT CO COM Communication Services 1,678.0 $192K 0.07% -646.0 -27.8% $114.51 -9.8%
162 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 1,781.0 $192K 0.07% +41.0 +2.4% $107.81 -16.6%
163 BLUE OWL CAPITAL CORPORATION COM 14,768.0 $189K 0.07% $12.77
164 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 4,415.0 $186K 0.07% $42.22 +14.5%
165 PH PARKER-HANNIFIN CORP COM Industrials 234.0 $177K 0.07% $758.15 +14.5%
166 UAL UNITED AIRLS HLDGS INC COM Industrials 1,820.0 $176K 0.07% +1K +264.0% $96.50 +9.8%
167 WDAY WORKDAY INC CL A Technology 715.0 $172K 0.06% -40.0 -5.3% $240.73 -46.8%
168 DASH DOORDASH INC CL A Communication Services 629.0 $171K 0.06% +21.0 +3.5% $271.99 -43.4%
169 MELI MERCADOLIBRE INC COM Consumer Cyclical 73.0 $171K 0.06% +10.0 +15.9% $2336.95 -29.5%
170 NVO NOVO-NORDISK A S ADR Healthcare 3,074.0 $171K 0.06% +1K +83.5% $55.49 -20.4%
171 BX BLACKSTONE INC COM Financial Services 994.0 $170K 0.06% +46.0 +4.8% $170.85 -30.9%
172 T AT&T INC COM Communication Services 5,960.0 $168K 0.06% -2K -28.5% $28.24 -11.4%
173 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 1,173.0 $168K 0.06% +50.0 +4.5% $143.18 -48.3%
174 SDY STATE STREET SPDR S&P DIVIDEND ETF 1,188.0 $166K 0.06% $140.05 +7.2%
175 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 1,168.0 $165K 0.06% +875.0 +298.6% $141.49 +127.0%
176 MO ALTRIA GROUP INC COM Consumer Defensive 2,416.0 $160K 0.06% -150.0 -5.8% $66.06 +9.6%
177 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1,904.0 $158K 0.06% $82.96 -0.9%
178 DHR DANAHER CORPORATION COM Healthcare 785.0 $156K 0.06% -3K -76.6% $198.36 -12.9%
179 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 2,828.0 $148K 0.06% NEW $52.46 +12.3%
180 GS GOLDMAN SACHS GROUP INC COM Financial Services 186.0 $148K 0.06% +47.0 +33.8% $796.98 +24.8%
Page 9 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%