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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 5 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DLR DIGITAL RLTY TR INC COM Real Estate 1,729.0 $311K 0.10% +19.0 +1.1% $179.62 +2.0%
82 SNOW SNOWFLAKE INC COM SHS Technology 1,208.0 $307K 0.09% +344.0 +39.8% $254.51 +25.7%
83 KLAC KLA CORP COM NEW Technology 957.0 $289K 0.09% +912.0 +2026.7% $301.79 -43.4%
84 AVAV AEROVIRONMENT INC COM Industrials 1,633.0 $270K 0.08% +443.0 +37.2% $165.10 -12.7%
85 ABT ABBOTT LABORATORIES COM Healthcare 2,899.0 $263K 0.08% +52.0 +1.8% $90.74 +20.1%
86 DELL DELL TECHNOLOGIES INC CL C Technology 597.0 $258K 0.08% +425.0 +247.1% $431.67 -1.6%
87 VRT VERTIV HOLDINGS CO COM CL A Industrials 748.0 $250K 0.08% +688.0 +1146.7% $334.82 -23.5%
88 IVW ISHARES S&P 500 GROWTH ETF 1,815.0 $250K 0.08% +750.0 +70.4% $137.53 +0.5%
89 EPD ENTERPRISE PRODS PARTNERS L P COM 6,756.0 $248K 0.08% +100.0 +1.5% $36.76
90 LMT LOCKHEED MARTIN CORP COM Industrials 472.0 $241K 0.07% +81.0 +20.7% $509.60 +6.8%
91 WMB WILLIAMS COS INC COM Energy 3,079.0 $229K 0.07% +287.0 +10.3% $74.34 +1.2%
92 IJH ISHARES CORE S&P MID-CAP ETF 2,931.0 $226K 0.07% +2K +275.3% $77.11 -3.3%
93 UAL UNITED AIRLS HLDGS INC COM Industrials 1,655.0 $225K 0.07% +190.0 +13.0% $135.99 -23.1%
94 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 708.0 $225K 0.07% +58.0 +8.9% $317.52 -16.3%
95 KO COCA COLA CO COM Consumer Defensive 2,750.0 $223K 0.07% +1K +67.7% $81.27 +8.3%
96 TT TRANE TECHNOLOGIES PLC SHS Industrials 448.0 $220K 0.07% +127.0 +39.6% $491.53 -10.5%
97 ANET ARISTA NETWORKS INC COM SHS Technology 1,276.0 $217K 0.07% +349.0 +37.6% $169.94 +11.4%
98 UNP UNION PAC CORP COM Industrials 775.0 $211K 0.07% +367.0 +90.0% $272.00 +6.8%
99 QCOM QUALCOMM INC COM Technology 1,117.0 $206K 0.06% +818.0 +273.6% $184.74 -9.8%
100 ENTERGY CORP NEW COM 1,760.0 $202K 0.06% +471.0 +36.5% $114.87
Page 5 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%