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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $326M AUM 986 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 199 New 280 Added 168 Reduced 72 Exited
Page 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 B BARRICK MNG CORP COM SHS Basic Materials 1,247.0 $46K 0.01% +985.0 +375.9% $36.73 +17.3%
182 SRE SEMPRA COM Utilities 463.0 $43K 0.01% +383.0 +478.8% $92.71 -9.1%
183 FCX FREEPORT MCMORAN INC CL B Basic Materials 674.0 $42K 0.01% +562.0 +501.8% $62.89 +15.2%
184 IAU ISHARES GOLD TRUST Financial Services 538.0 $41K 0.01% +319.0 +145.7% $75.51 +7.7%
185 URI UNITED RENTALS INC COM Industrials 35.0 $40K 0.01% +2.0 +6.1% $1132.89 -12.6%
186 UPS UNITED PARCEL SVCS INC CL B Industrials 364.0 $39K 0.01% +186.0 +104.5% $107.50 -4.5%
187 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 343.0 $39K 0.01% +55.0 +19.1% $112.32 +29.0%
188 WM WASTE MGMT INC DEL COM Industrials 171.0 $38K 0.01% +85.0 +98.8% $223.51 -1.7%
189 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 706.0 $38K 0.01% +131.0 +22.8% $53.61 +6.7%
190 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 796.0 $36K 0.01% +200.0 +33.6% $45.34 -6.1%
191 IREN IREN LIMITED ORDINARY SHARES Financial Services 780.0 $36K 0.01% +50.0 +6.8% $45.73 -19.5%
192 BWXT BWX TECHNOLOGIES INC COM Industrials 178.0 $35K 0.01% +12.0 +7.2% $194.70 -17.0%
193 MCHI ISHARES MSCI CHINA ETF 662.0 $34K 0.01% +37.0 +5.9% $51.03 +6.6%
194 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 733.0 $33K 0.01% +693.0 +1732.5% $45.11 +12.7%
195 LNG CHENIERE ENERGY INC COM NEW Energy 137.0 $33K 0.01% +64.0 +87.7% $239.09 +23.0%
196 RCAT RED CAT HLDGS INC COM Technology 2,930.0 $31K 0.01% +2K +222.0% $10.65 -22.5%
197 EQT EQT CORP COM Energy 586.0 $31K 0.01% +14.0 +2.5% $53.20 +4.5%
198 CEVA CEVA INC COM Technology 640.0 $30K 0.01% +520.0 +433.3% $47.16 -44.4%
199 GM GENERAL MTRS CO COM Consumer Cyclical 383.0 $30K 0.01% +175.0 +84.1% $77.08 +11.1%
200 CVE CENOVUS ENERGY INC COM Energy 1,189.0 $29K 0.01% +350.0 +41.7% $24.81 +33.5%
Page 10 of 14  ·  280 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 48.2%
Financial Services 12.1%
Consumer Cyclical 9.1%
Industrials 7.6%
Healthcare 7.0%
Communication Services 6.6%
Consumer Defensive 3.5%
Utilities 2.4%
Basic Materials 1.5%
Energy 1.5%