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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 1 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC COM Technology 119,099.0 $32.4M 11.63% +2K +1.8% $271.86 +13.4%
2 NVDA NVIDIA CORPORATION COM Technology 122,530.0 $22.9M 8.21% +3K +2.2% $186.50 +15.2%
3 SPYI NEOS S&P 500 HIGH INCOME ETF 240,530.0 $12.6M 4.54% +122K +102.8% $52.53 +2.1%
4 AMZN AMAZON COM INC COM Consumer Cyclical 43,063.0 $9.9M 3.57% +555.0 +1.3% $230.82 +14.9%
5 GOOG ALPHABET INC CAP STK CL C Communication Services 23,758.0 $7.5M 2.68% +261.0 +1.1% $313.80 +22.6%
6 NFLX NETFLIX INC COM Communication Services 42,176.0 $4.0M 1.42% +38K +974.0% $93.76 -6.5%
7 WFC WELLS FARGO CO NEW COM Financial Services 25,965.0 $2.4M 0.87% +218.0 +0.8% $93.20 -18.0%
8 WMT WALMART INC COM Consumer Defensive 17,974.0 $2.0M 0.72% +7K +67.0% $111.41 +8.0%
9 TSLA TESLA INC COM Consumer Cyclical 4,091.0 $1.8M 0.66% +56.0 +1.4% $449.72 -3.6%
10 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 12,392.0 $1.8M 0.64% +6K +100.0% $143.97 +28.7%
11 AVGO BROADCOM INC COM Technology 4,926.0 $1.7M 0.61% +125.0 +2.6% $346.08 +21.9%
12 JPM JPMORGAN CHASE & CO. COM Financial Services 5,203.0 $1.7M 0.60% +251.0 +5.1% $322.22 -4.8%
13 GOOGL ALPHABET INC CAP STK CL A Communication Services 5,282.0 $1.7M 0.59% +459.0 +9.5% $312.97 +24.3%
14 TJX TJX COS INC NEW COM Consumer Cyclical 10,070.0 $1.5M 0.56% +428.0 +4.4% $153.61 +3.5%
15 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 24,612.0 $1.3M 0.48% +20K +477.2% $53.86 +5.6%
16 AMD ADVANCED MICRO DEVICES INC COM Technology 5,959.0 $1.3M 0.46% +785.0 +15.2% $214.16 +135.3%
17 NEE NEXTERA ENERGY INC COM Utilities 15,695.0 $1.3M 0.45% +96.0 +0.6% $80.28 +9.2%
18 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,637.0 $1.2M 0.45% +193.0 +7.9% $473.30 -73.5%
19 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,127.0 $1.1M 0.38% +23.0 +1.1% $502.65
20 BA BOEING CO COM Industrials 4,580.0 $994K 0.36% +1K +34.0% $217.12 +0.8%
Page 1 of 9  ·  176 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%