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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 14 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AME AMETEK INC COM Industrials 19.0 $5K 0.00% +14.0 +280.0% $241.95 -4.4%
262 SKEENA RES LTD NEW COM 162.0 $4K 0.00% +82.0 +102.5% $26.66
263 NDAQ NASDAQ INC COM Financial Services 54.0 $4K 0.00% +49.0 +980.0% $78.81 +23.7%
264 MCO MOODYS CORP COM Financial Services 9.0 $4K 0.00% +5.0 +125.0% $452.89 +9.2%
265 ROL ROLLINS INC COM Consumer Cyclical 96.0 $4K 0.00% +91.0 +1820.0% $41.74 -13.2%
266 AGI ALAMOS GOLD INC COM CL A Basic Materials 132.0 $4K 0.00% +32.0 +32.0% $30.34 +15.1%
267 SAP SAP SE SPON ADR Technology 25.0 $4K 0.00% +12.0 +92.3% $154.12 +37.6%
268 UUUU ENERGY FUELS INC COM NEW Energy 223.0 $3K 0.00% +123.0 +123.0% $14.50 -1.9%
269 SLB SLB LIMITED COM STK Energy 61.0 $3K 0.00% +56.0 +1120.0% $46.49 +22.9%
270 ULTA ULTA BEAUTY INC COM Consumer Cyclical 6.0 $3K 0.00% +2.0 +50.0% $451.00 +21.0%
271 WRN WESTERN COPPER & GOLD CORP COM Basic Materials 1,208.0 $3K 0.00% +473.0 +64.3% $2.24 +4.9%
272 VOOG VANGUARD S&P 500 GROWTH ETF 30.0 $2K 0.00% +25.0 +500.0% $82.63 +0.6%
273 FIS FIDELITY NATL INFORMATION SVCS COM Technology 62.0 $2K 0.00% +6.0 +10.7% $38.89 +5.0%
274 DVN DEVON ENERGY CORP NEW COM Energy 54.0 $2K 0.00% +11.0 +25.6% $40.94 +19.8%
275 SA SEABRIDGE GOLD INC COM Basic Materials 85.0 $2K 0.00% +35.0 +70.0% $25.74 +16.3%
276 ES EVERSOURCE ENERGY COM Utilities 30.0 $2K 0.00% +16.0 +114.3% $72.27 -2.5%
277 FAST FASTENAL CO COM Industrials 44.0 $2K 0.00% +34.0 +340.0% $48.02 +1.5%
278 PSA PUBLIC STORAGE COM Real Estate 6.0 $2K 0.00% +5.0 +500.0% $318.33 -4.9%
279 CFG CITIZENS FINL GROUP INC COM Financial Services 23.0 $2K +18.0 +360.0% $70.09 -2.7%
280 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 43.0 $1K +25.0 +138.9% $29.28 +4.9%
Page 14 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%