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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 3 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HWM HOWMET AEROSPACE INC COM Industrials 4,335.0 $1.2M 0.36% +432.0 +11.1% $268.88 -5.2%
42 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,166.0 $1.1M 0.33% +39.0 +1.8% $500.36
43 JNJ JOHNSON & JOHNSON COM Healthcare 4,210.0 $1.1M 0.33% +430.0 +11.4% $253.99 +6.8%
44 BA BOEING CO COM Industrials 4,642.0 $1.0M 0.31% +62.0 +1.4% $216.48 -5.0%
45 FIRST TRUST BUYWRITE INCOME ETF 40,098.0 $956K 0.29% +38K +1772.0% $23.85
46 RTX RTX CORPORATION COM Industrials 4,943.0 $938K 0.29% +587.0 +13.5% $189.74 +8.1%
47 IVV ISHARES CORE S&P 500 ETF 1,244.0 $932K 0.29% +662.0 +113.8% $748.89 +2.2%
48 GEV GE VERNOVA INC COM Utilities 760.0 $893K 0.27% +260.0 +52.0% $1175.54 -23.6%
49 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 2,240.0 $891K 0.27% +862.0 +62.5% $397.61 -7.1%
50 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 1,634.0 $854K 0.26% +126.0 +8.4% $522.39 +1.0%
51 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 2,547.0 $842K 0.26% +48.0 +1.9% $330.45 -5.6%
52 EFA ISHARES MSCI EAFE ETF 6,925.0 $719K 0.22% +1K +26.7% $103.88 +2.5%
53 APH AMPHENOL CORP CL A Technology 3,807.0 $671K 0.21% +911.0 +31.5% $176.31 -7.4%
54 AMAT APPLIED MATLS INC COM Technology 905.0 $654K 0.20% +735.0 +432.4% $723.00 -38.9%
55 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 1,064.0 $614K 0.19% +7.0 +0.7% $576.82 -12.5%
56 USB US BANCORP COM NEW Financial Services 10,090.0 $609K 0.19% +588.0 +6.2% $60.40 +1.3%
57 PEP PEPSICO INC COM Consumer Defensive 4,396.0 $595K 0.18% +191.0 +4.5% $135.41 +3.2%
58 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,401.0 $591K 0.18% +222.0 +10.2% $246.22 -3.5%
59 OKLO OKLO INC COM CL A Utilities 10,591.0 $554K 0.17% +1K +14.2% $52.33 -26.4%
60 NEBIUS GROUP N.V. SHS CLASS A 1,981.0 $547K 0.17% +771.0 +63.7% $276.17
Page 3 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%