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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 12 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GSAT GLOBALSTAR INC COM NEW Communication Services 225.0 $18K 0.01% +125.0 +125.0% $81.29 +0.1%
222 CAVA CAVA GROUP INC COM Consumer Cyclical 223.0 $18K 0.01% +116.0 +108.4% $78.48 -22.2%
223 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 340.0 $17K 0.01% +187.0 +122.2% $50.64 -2.0%
224 NTAP NETAPP INC COM Technology 108.0 $17K 0.01% +1.0 +0.9% $155.41 +17.9%
225 JGRO JPMORGAN ACTIVE GROWTH ETF 170.0 $17K 0.01% +50.0 +41.7% $98.59 -5.6%
226 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 340.0 $16K 0.01% +335.0 +6700.0% $47.81 -14.7%
227 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 53.0 $15K 0.01% +22.0 +71.0% $290.85 -9.4%
228 TDY TELEDYNE TECHNOLOGIES INC COM Technology 23.0 $15K 0.01% +2.0 +9.5% $666.91 -8.5%
229 KGC KINROSS GOLD CORP COM Basic Materials 609.0 $14K 0.00% +109.0 +21.8% $23.62 +24.6%
230 PLD PROLOGIS INC. COM Real Estate 102.0 $14K 0.00% +97.0 +1940.0% $135.47 +3.1%
231 AFL AFLAC INC COM Financial Services 110.0 $13K 0.00% +100.0 +1000.0% $117.25 -1.1%
232 BIZD VANECK BDC INCOME ETF 970.0 $12K 0.00% +62.0 +6.8% $12.66 +5.5%
233 SJM SMUCKER J M CO COM NEW Consumer Defensive 105.0 $12K 0.00% +1.0 +1.0% $112.48 +16.8%
234 AER AERCAP HOLDINGS NV SHS Industrials 79.0 $12K 0.00% +51.0 +182.1% $145.78 -1.1%
235 IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 322.0 $11K 0.00% +8.0 +2.5% $34.48 +3.8%
236 BLUE OWL CAPITAL CORPORATION COM 996.0 $11K 0.00% +750.0 +304.9% $10.87
237 KR KROGER CO COM Consumer Defensive 191.0 $11K 0.00% +155.0 +430.6% $55.53 +4.3%
238 BDX BECTON DICKINSON & CO COM Healthcare 70.0 $11K 0.00% +65.0 +1300.0% $151.33 +23.7%
239 TD TORONTO DOMINION BK ONT COM NEW Financial Services 85.0 $10K 0.00% +35.0 +70.0% $120.72 -1.0%
240 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 196.0 $10K 0.00% +5.0 +2.6% $50.90 +3.0%
Page 12 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%