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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 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 1,940.0 $179K 0.06% +154.0 +8.6% $92.08 -4.5%
182 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 1,949.0 $178K 0.06% +1K +240.1% $91.21 +2.5%
183 VST VISTRA CORP COM Utilities 1,105.0 $175K 0.05% +545.0 +97.3% $158.61 -12.9%
184 INTU INTUIT COM Technology 669.0 $175K 0.05% -321.0 -32.4% $261.01 +32.2%
185 MP MP MATERIALS CORP COM CL A Basic Materials 3,090.0 $173K 0.05% +131.0 +4.4% $56.02 -4.1%
186 SYY SYSCO CORP COM Consumer Defensive 2,055.0 $172K 0.05% -1K -36.8% $83.58 -1.8%
187 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,358.0 $169K 0.05% +9.0 +0.7% $124.41 +51.2%
188 REGN REGENERON PHARMACEUTICALS COM Healthcare 267.0 $167K 0.05% -31.0 -10.4% $623.61 +32.1%
189 MO ALTRIA GROUP INC COM Consumer Defensive 2,314.0 $166K 0.05% $71.95 -3.3%
190 VZ VERIZON COMMUNICATIONS INC COM Communication Services 3,920.0 $166K 0.05% +2K +95.5% $42.34 +18.8%
191 CAMT CAMTEK LTD ORD Technology 1,013.0 $165K 0.05% $163.12 -21.4%
192 IWM ISHARES RUSSELL 2000 ETF 548.0 $165K 0.05% +522.0 +2007.7% $300.45 -3.3%
193 TPR TAPESTRY INC COM Consumer Cyclical 1,105.0 $162K 0.05% $146.38 -16.6%
194 C CITIGROUP INC COM NEW Financial Services 1,154.0 $162K 0.05% +297.0 +34.7% $139.96 -5.3%
195 T AT&T INC COM Communication Services 7,506.0 $155K 0.05% +2K +27.7% $20.70 +25.7%
196 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,201.0 $152K 0.05% +233.0 +24.1% $126.57 -4.9%
197 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 1,601.0 $152K 0.05% $94.93 +7.3%
198 DDOG DATADOG INC CL A COM Technology 580.0 $151K 0.05% +81.0 +16.2% $260.49 -14.1%
199 BROWN FORMAN CORP CL B 5,654.0 $151K 0.05% -6K -49.7% $26.65
200 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 3,959.0 $150K 0.05% +3K +687.1% $37.94 -7.4%
Page 10 of 50  ·  986 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%