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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $278M AUM 859 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New 176 Added 192 Reduced 46 Exited
Page 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PWR QUANTA SVCS INC COM Industrials 16.0 $7K 0.00% +8.0 +100.0% $422.06 +75.8%
142 OXY OCCIDENTAL PETE CORP COM Energy 159.0 $7K 0.00% +28.0 +21.4% $41.08 +39.9%
143 KDP KEURIG DR PEPPER INC COM Consumer Defensive 233.0 $7K 0.00% +10.0 +4.5% $28.01 +5.5%
144 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 161.0 $6K 0.00% +5.0 +3.2% $39.39 -18.9%
145 GDX VANECK GOLD MINERS ETF 71.0 $6K 0.00% +37.0 +108.8% $85.77 +3.1%
146 PFFR INFRACAP REIT PREFERRED ETF 325.0 $6K 0.00% +6.0 +1.9% $18.03 -1.5%
147 BAP CREDICORP LTD COM Financial Services 20.0 $6K 0.00% +17.0 +566.7% $287.00 +22.6%
148 FSLY FASTLY INC CL A Technology 500.0 $5K 0.00% +382.0 +323.7% $10.18 +72.9%
149 VTRS VIATRIS INC COM Healthcare 395.0 $5K 0.00% +44.0 +12.5% $12.45 +33.7%
150 EARN ELLINGTON CREDIT COMPANY COM SHS BEN INT Financial Services 928.0 $5K 0.00% +40.0 +4.5% $5.27 -7.4%
151 TD TORONTO DOMINION BK ONT COM NEW Financial Services 50.0 $5K 0.00% +1.0 +2.0% $93.90 +19.9%
152 INSW INTERNATIONAL SEAWAYS INC COM Energy 96.0 $5K 0.00% +49.0 +104.3% $48.55 +70.4%
153 IONQ IONQ INC COM Technology 103.0 $5K 0.00% +9.0 +9.6% $44.87 +41.8%
154 FE FIRSTENERGY CORP COM Utilities 103.0 $5K 0.00% +5.0 +5.1% $44.77 +4.2%
155 ANGLOGOLD ASHANTI PLC COM SHS 50.0 $4K 0.00% +14.0 +38.9% $85.28
156 WIX WIX COM LTD SHS Technology 38.0 $4K 0.00% +10.0 +35.7% $103.89 -48.8%
157 JCI JOHNSON CTLS INTL PLC SHS Industrials 30.0 $4K 0.00% +5.0 +20.0% $119.77 +17.1%
158 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 12.0 $3K 0.00% +8.0 +200.0% $287.25 +39.3%
159 IDR IDAHO STRATEGIC RESOURCES COM NEW Basic Materials 83.0 $3K 0.00% +10.0 +13.7% $40.30 -7.4%
160 KVUE KENVUE INC COM Consumer Defensive 192.0 $3K 0.00% +15.0 +8.5% $17.25 +1.4%
Page 8 of 9  ·  176 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 42.0%
Financial Services 13.1%
Communication Services 10.6%
Consumer Cyclical 10.1%
Healthcare 7.3%
Industrials 6.2%
Consumer Defensive 3.7%
Energy 2.6%
Utilities 2.3%
Basic Materials 1.6%