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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 4 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC COM Healthcare 4,130.0 $531K 0.16% +93.0 +2.3% $128.50 +16.7%
62 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 5,030.0 $504K 0.15% +2K +91.3% $100.28 +3.2%
63 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 1,364.0 $484K 0.15% +203.0 +17.5% $354.69 -33.8%
64 SLV ISHARES SILVER TRUST Financial Services 8,935.0 $478K 0.15% +2K +33.8% $53.47 +8.3%
65 DOV DOVER CORP COM Industrials 2,079.0 $466K 0.14% +2K +609.6% $224.29 -15.3%
66 GD GENERAL DYNAMICS CORP COM Industrials 1,251.0 $443K 0.14% +62.0 +5.2% $354.26 +4.3%
67 CRWV COREWEAVE INC COM CL A Technology 4,452.0 $443K 0.14% +774.0 +21.0% $99.54 -17.8%
68 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 7,650.0 $442K 0.14% +143.0 +1.9% $57.84 +6.5%
69 GLW CORNING INC COM Technology 1,638.0 $418K 0.13% +1K +508.9% $255.44 -43.0%
70 CVX CHEVRON CORPORATION COM Energy 2,461.0 $408K 0.12% +338.0 +15.9% $165.76 +27.3%
71 XEL XCEL ENERGY INC COM Utilities 4,673.0 $375K 0.12% +356.0 +8.2% $80.30 -5.5%
72 ALAB ASTERA LABS INC COM Technology 733.0 $354K 0.11% +533.0 +266.5% $483.02 -42.1%
73 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,856.0 $344K 0.10% +1K +215.7% $185.23 -6.7%
74 CDNS CADENCE DESIGN SYSTEM INC COM Technology 916.0 $344K 0.10% +113.0 +14.1% $375.29 -16.6%
75 GS GOLDMAN SACHS GROUP INC COM Financial Services 323.0 $326K 0.10% +133.0 +70.0% $1010.68 -0.8%
76 QQQ INVESCO QQQ TRUST SERIES I Financial Services 442.0 $325K 0.10% +237.0 +115.6% $736.40 -3.9%
77 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 648.0 $325K 0.10% +60.0 +10.2% $501.44 +19.8%
78 CSCO CISCO SYS INC COM Technology 2,744.0 $322K 0.10% +828.0 +43.2% $117.45 -6.6%
79 PH PARKER-HANNIFIN CORP COM Industrials 323.0 $316K 0.10% +88.0 +37.5% $978.13 -2.7%
80 INGERSOLL RAND INC COM 3,851.0 $316K 0.10% +124.0 +3.3% $81.99
Page 4 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%