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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 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PODD INSULET CORP COM Healthcare 4.0 $609.0 -27.0 -87.1% $152.25 -2.5%
162 APOS APOLLO GLOBAL MGMT INC COM 5.0 $592.0 -110.0 -95.7% $118.40
163 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 2.0 $512.0 -50.0 -96.2% $256.00 +18.8%
164 LCID LUCID GROUP INC COM NEW Consumer Cyclical 71.0 $473.0 -30.0 -29.7% $6.66 -31.7%
165 HAS HASBRO INC COM Consumer Cyclical 5.0 $413.0 -255.0 -98.1% $82.60 +12.8%
166 WIX WIX COM LTD SHS Technology 8.0 $363.0 -30.0 -79.0% $45.38 +94.8%
167 MIND TECHNOLOGY INC COM NEW 52.0 $245.0 -790.0 -93.8% $4.71
168 ITRI ITRON INC COM Technology 2.0 $173.0 -15.0 -88.2% $86.50 +9.9%
Page 9 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%