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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 13 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KB KB FINL GROUP INC SPONSORED ADR Financial Services 94.0 $10K 0.00% +49.0 +108.9% $104.96 +18.8%
242 KEY KEYCORP COM Financial Services 428.0 $10K 0.00% +300.0 +234.4% $23.05 -8.0%
243 NEM NEWMONT CORP COM Basic Materials 105.0 $10K 0.00% +90.0 +600.0% $93.40 +31.3%
244 GEN GEN DIGITAL INC COM Technology 373.0 $9K 0.00% +310.0 +492.1% $24.89 +20.6%
245 CL COLGATE PALMOLIVE CO COM Consumer Defensive 100.0 $9K 0.00% +85.0 +566.7% $91.68 -2.2%
246 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 540.0 $9K 0.00% +25.0 +4.8% $16.94 -18.5%
247 SE SEA LTD SPONSORD ADS Consumer Cyclical 88.0 $8K 0.00% +21.0 +31.3% $95.83 +17.6%
248 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 61.0 $8K 0.00% +10.0 +19.6% $136.95 +31.7%
249 AVB AVALONBAY CMNTYS INC COM Real Estate 44.0 $8K 0.00% +9.0 +25.7% $188.68 -2.4%
250 SOLV SOLVENTUM CORP COM SHS Healthcare 101.0 $8K 0.00% +95.0 +1583.3% $77.15 +17.9%
251 SHEL SHELL PLC SPON ADS Energy 99.0 $8K 0.00% +25.0 +33.8% $77.54 +20.6%
252 OVV OVINTIV INC COM Energy 143.0 $8K 0.00% +37.0 +34.9% $52.65 +26.5%
253 APTIV PLC COM SHS 121.0 $7K 0.00% +71.0 +142.0% $61.38
254 ON ON SEMICONDUCTOR CORP COM Technology 78.0 $7K 0.00% +41.0 +110.8% $94.54 -23.2%
255 FE FIRSTENERGY CORP COM Utilities 153.0 $7K 0.00% +50.0 +48.5% $47.54 -2.9%
256 PRGO PERRIGO CO PLC SHS Healthcare 679.0 $7K 0.00% +37.0 +5.8% $10.39 +38.9%
257 MIDCAP FINANCIAL INVSTMNT CORP COM NEW 656.0 $7K 0.00% +37.0 +6.0% $10.08
258 CNX CNX RES CORP COM Energy 190.0 $6K 0.00% +150.0 +375.0% $33.93 +10.7%
259 DGX QUEST DIAGNOSTICS INC COM Healthcare 28.0 $6K 0.00% +22.0 +366.7% $211.96 +11.4%
260 PFFR INFRACAP REIT PREFERRED ETF 339.0 $6K 0.00% +14.0 +4.3% $17.39 +0.3%
Page 13 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%