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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 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DHR DANAHER CORP DEL COM Healthcare 718.0 $137K 0.04% -64.0 -8.2% $190.43 +8.7%
62 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1,647.0 $135K 0.04% -589.0 -26.3% $82.11 -0.6%
63 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 2,428.0 $135K 0.04% -5K -66.7% $55.57 -0.3%
64 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 1,371.0 $132K 0.04% -26.0 -1.9% $95.98 +17.6%
65 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 6,852.0 $131K 0.04% -112.0 -1.6% $19.12 +12.0%
66 CMCSA COMCAST CORP NEW CL A Communication Services 5,328.0 $131K 0.04% -5K -46.9% $24.55 +7.1%
67 MSTR STRATEGY INC CL A NEW Technology 1,394.0 $121K 0.04% -80.0 -5.4% $86.93 +43.7%
68 MELI MERCADOLIBRE INC COM Consumer Cyclical 71.0 $121K 0.04% -9.0 -11.2% $1703.08 +15.3%
69 ADBE ADOBE INC COM Technology 574.0 $118K 0.04% -222.0 -27.9% $205.02 +39.5%
70 AEE AMEREN CORP COM Utilities 1,018.0 $115K 0.04% -82.0 -7.5% $113.04 -6.1%
71 AXON AXON ENTERPRISE INC COM Industrials 194.0 $109K 0.03% -37.0 -16.0% $560.61 -7.5%
72 H HYATT HOTELS CORP COM CL A Consumer Cyclical 539.0 $104K 0.03% -26.0 -4.6% $193.86 -16.2%
73 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 2,890.0 $98K 0.03% -326.0 -10.1% $34.00 +10.3%
74 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 1,629.0 $97K 0.03% -1K -44.4% $59.32 -5.9%
75 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 288.0 $84K 0.03% -1K -78.8% $293.18 +4.1%
76 NVO NOVO-NORDISK A S ADR Healthcare 1,760.0 $84K 0.03% -779.0 -30.7% $47.94 -5.9%
77 HEI HEICO CORP NEW COM Industrials 215.0 $77K 0.02% -81.0 -27.4% $356.19 -8.7%
78 FSK FS KKR CAP CORP COM Financial Services 7,111.0 $75K 0.02% -500.0 -6.6% $10.50 +16.9%
79 SMR NUSCALE PWR CORP CL A COM Utilities 6,409.0 $64K 0.02% -4K -35.4% $10.03 -8.0%
80 SCI SERVICE CORP INTL COM Consumer Cyclical 838.0 $64K 0.02% -11.0 -1.3% $75.93 +7.2%
Page 4 of 9  ·  168 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%