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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 6 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIS DISNEY WALT CO COM Communication Services 2,026.0 $195K 0.06% +169.0 +9.1% $96.27 +10.4%
102 TGT TARGET CORP COM Consumer Defensive 1,446.0 $189K 0.06% +1K +1214.5% $130.58 +25.4%
103 SNPS SYNOPSYS INC COM Technology 401.0 $179K 0.06% +9.0 +2.3% $446.22 -7.0%
104 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 1,940.0 $179K 0.06% +154.0 +8.6% $92.08 -4.5%
105 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 1,949.0 $178K 0.06% +1K +240.1% $91.21 +2.5%
106 VST VISTRA CORP COM Utilities 1,105.0 $175K 0.05% +545.0 +97.3% $158.61 -12.9%
107 MP MP MATERIALS CORP COM CL A Basic Materials 3,090.0 $173K 0.05% +131.0 +4.4% $56.02 -4.1%
108 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,358.0 $169K 0.05% +9.0 +0.7% $124.41 +51.2%
109 VZ VERIZON COMMUNICATIONS INC COM Communication Services 3,920.0 $166K 0.05% +2K +95.5% $42.34 +18.8%
110 IWM ISHARES RUSSELL 2000 ETF 548.0 $165K 0.05% +522.0 +2007.7% $300.45 -3.3%
111 C CITIGROUP INC COM NEW Financial Services 1,154.0 $162K 0.05% +297.0 +34.7% $139.96 -5.3%
112 T AT&T INC COM Communication Services 7,506.0 $155K 0.05% +2K +27.7% $20.70 +25.7%
113 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,201.0 $152K 0.05% +233.0 +24.1% $126.57 -4.9%
114 DDOG DATADOG INC CL A COM Technology 580.0 $151K 0.05% +81.0 +16.2% $260.49 -14.1%
115 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 3,959.0 $150K 0.05% +3K +687.1% $37.94 -7.4%
116 BX BLACKSTONE INC COM Financial Services 1,273.0 $150K 0.05% +302.0 +31.1% $117.67 +16.1%
117 BK BANK OF NY MELLON CORP COM Financial Services 1,030.0 $149K 0.05% +341.0 +49.5% $144.61 -1.9%
118 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,216.0 $145K 0.04% +1K +700.0% $119.52 -0.5%
119 TDG TRANSDIGM GROUP INC COM Industrials 101.0 $134K 0.04% +22.0 +27.9% $1325.45 -12.8%
120 ROST ROSS STORES INC COM Consumer Cyclical 595.0 $127K 0.04% +259.0 +77.1% $212.85 +7.7%
Page 6 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%