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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 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EQIX EQUINIX INC COM Real Estate 29.0 $30K 0.01% -30.0 -50.9% $1042.38 -1.4%
102 HCA HCA HEALTHCARE INC COM Healthcare 69.0 $27K 0.01% -4.0 -5.5% $389.88 +6.1%
103 DXCM DEXCOM INC COM Healthcare 397.0 $27K 0.01% -252.0 -38.8% $67.35 +33.8%
104 PYPL PAYPAL HLDGS INC COM Financial Services 600.0 $26K 0.01% -99.0 -14.2% $43.20 +21.3%
105 RMBS RAMBUS INC DEL COM Technology 189.0 $25K 0.01% -10.0 -5.0% $132.96 -36.5%
106 VTV VANGUARD VALUE ETF 113.0 $25K 0.01% -9.0 -7.4% $217.93 +2.8%
107 SOFI SOFI TECHNOLOGIES INC COM Financial Services 1,259.0 $23K 0.01% -20.0 -1.6% $17.93 -4.9%
108 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 200.0 $22K 0.01% -650.0 -76.5% $110.35 -0.3%
109 FSLR FIRST SOLAR INC COM Energy 92.0 $22K 0.01% -2.0 -2.1% $236.45 -15.6%
110 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 450.0 $20K 0.01% -250.0 -35.7% $45.44 -1.5%
111 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 463.0 $20K 0.01% -1K -71.3% $44.03 +0.0%
112 PAYX PAYCHEX INC COM Industrials 203.0 $20K 0.01% -14.0 -6.5% $98.48 +27.6%
113 QUBT QUANTUM COMPUTING INC COM Technology 1,925.0 $19K 0.01% -600.0 -23.8% $9.70 -18.6%
114 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 336.0 $18K 0.01% -15.0 -4.3% $54.54 +4.2%
115 BBCA JPMORGAN BETABUILDERS CANADA ETF 181.0 $18K 0.01% -16.0 -8.1% $99.40 +5.1%
116 RL RALPH LAUREN CORP CL A Consumer Cyclical 43.0 $17K 0.01% -40.0 -48.2% $401.42 -15.1%
117 RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 264.0 $15K 0.01% -312.0 -54.2% $58.00 +7.9%
118 VRP INVESCO VARIABLE RATE PREFERRED ETF 624.0 $15K 0.01% -55.0 -8.1% $24.33 -0.9%
119 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 122.0 $14K 0.00% -60.0 -33.0% $117.28 -2.3%
120 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 1,425.0 $14K 0.00% -201.0 -12.4% $9.86 +7.0%
Page 6 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%