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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 11 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ITW ILLINOIS TOOL WKS INC COM Industrials 106.0 $29K 0.01% +59.0 +125.5% $270.47 -0.9%
202 LITHIUM AMERS CORP NEW COM SHS 7,407.0 $29K 0.01% +4K +110.0% $3.85
203 CVS CVS HEALTH CORP COM Healthcare 263.0 $27K 0.01% +61.0 +30.2% $103.45 -5.6%
204 O REALTY INCOME CORP COM Real Estate 431.0 $27K 0.01% +55.0 +14.6% $62.02 -1.5%
205 TTD THE TRADE DESK INC COM CL A Technology 1,447.0 $26K 0.01% +891.0 +160.2% $18.08 -20.7%
206 VO VANGUARD MID-CAP ETF 316.0 $25K 0.01% +237.0 +300.0% $80.57 +0.9%
207 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 54.0 $24K 0.01% +42.0 +350.0% $437.76 -16.3%
208 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 367.0 $23K 0.01% +116.0 +46.2% $64.01 +11.9%
209 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 78.0 $23K 0.01% +38.0 +95.0% $301.03 -15.8%
210 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 281.0 $22K 0.01% +4.0 +1.4% $77.10 -1.9%
211 BUNGE GLOBAL SA COM SHS 200.0 $21K 0.01% +100.0 +100.0% $106.73
212 GOVT ISHARES U.S. TREASURY BOND ETF 924.0 $21K 0.01% +331.0 +55.8% $22.78 -2.0%
213 MMM 3M CO COM Industrials 127.0 $21K 0.01% +91.0 +252.8% $161.91 +5.1%
214 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 2,564.0 $20K 0.01% +564.0 +28.2% $7.88 -6.1%
215 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 135.0 $20K 0.01% +60.0 +80.0% $146.41 -5.9%
216 KKR KKR & CO INC COM 209.0 $19K 0.01% +142.0 +211.9% $91.78
217 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 111.0 $19K 0.01% +72.0 +184.6% $168.53 -7.7%
218 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 588.0 $19K 0.01% +48.0 +8.9% $31.61 +11.1%
219 EL LAUDER ESTEE COS INC CL A Consumer Defensive 233.0 $18K 0.01% +59.0 +33.9% $78.95 +27.8%
220 RBLX ROBLOX CORP CL A Technology 337.0 $18K 0.01% +332.0 +6640.0% $54.38 -24.8%
Page 11 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%