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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 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SSRM SSR MINING IN COM Basic Materials 45.0 $1K NEW $28.29 +26.7%
182 IYM ISHARES U.S. BASIC MATERIALS ETF 7.0 $1K NEW $179.57 +5.4%
183 ONDS ONDAS INC COM NEW Technology 152.0 $1K NEW $8.24 -14.5%
184 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 3.0 $1K NEW $415.33 +18.3%
185 STAG STAG INDUSTRIAL INC COM Real Estate 30.0 $1K NEW $38.07 -1.1%
186 GPC GENUINE PARTS CO COM Consumer Cyclical 9.0 $1K NEW $118.00 +14.3%
187 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 6.0 $835.0 NEW $139.17 -6.1%
188 CINF CINCINNATI FINL CORP COM Financial Services 3.0 $555.0 NEW $185.00 -7.9%
189 TMC TMC THE METALS COMPANY INC COM Basic Materials 100.0 $443.0 NEW $4.43 +0.7%
190 WSO WATSCO INC COM Industrials 1.0 $417.0 NEW $417.00 -24.5%
191 FEDEX FGHT HLDG CO INC COMMON STOCK 2.0 $302.0 NEW $151.00
192 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 16.0 $241.0 NEW $15.06 +41.3%
193 FGNX FG NEXUS INC. COM Financial Services 36.0 $186.0 NEW $5.17 +54.6%
194 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 5.0 $176.0 NEW $35.20 +14.5%
195 FUTURE FINTECH GROUP INC COM SHS 27.0 $18.0 NEW $0.67
196 HRZN HORIZON TECHNOLOGY FIN CORP COM Financial Services $1.0 NEW
197 OPENDOOR TECHNOLOGIES INC WT EXP 112026 K NEW
198 OPENDOOR TECHNOLOGIES INC WT EXP 112026 A NEW
199 OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z NEW
Page 10 of 10  ·  199 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%