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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 13 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WDC WESTERN DIGITAL CORP COM Technology 168.0 $107K 0.03% +158.0 +1580.0% $638.73 -29.5%
242 CNC CENTENE CORP DEL COM Healthcare 1,660.0 $107K 0.03% +14.0 +0.8% $64.19 +1.6%
243 H HYATT HOTELS CORP COM CL A Consumer Cyclical 539.0 $104K 0.03% -26.0 -4.6% $193.86 -16.2%
244 MCK MCKESSON CORP COM Healthcare 138.0 $104K 0.03% +2.0 +1.5% $755.60 +20.0%
245 DRD DRDGOLD LIMITED SPON ADR REPSTG Basic Materials 4,876.0 $104K 0.03% $21.30 +30.1%
246 APP APPLOVIN CORP COM CL A Technology 201.0 $104K 0.03% +145.0 +258.9% $515.23 -39.5%
247 SBUX STARBUCKS CORP COM Consumer Cyclical 998.0 $102K 0.03% +327.0 +48.7% $102.22 +3.8%
248 VIG VANGUARD DIVIDEND APPRECIATION ETF 426.0 $101K 0.03% $236.62 +1.9%
249 JTEK JPMORGAN U.S. TECH LEADERS ETF 902.0 $101K 0.03% NEW $111.55 -11.8%
250 LEU CENTRUS ENERGY CORP CL A Energy 598.0 $100K 0.03% +475.0 +386.2% $167.87 +0.3%
251 BND VANGUARD TOTAL BOND MARKET ETF 1,357.0 $100K 0.03% $73.41 -2.2%
252 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 795.0 $99K 0.03% +604.0 +316.2% $124.79 -0.6%
253 ENB ENBRIDGE INC COM Energy 1,830.0 $99K 0.03% $54.21 -6.4%
254 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 2,890.0 $98K 0.03% -326.0 -10.1% $34.00 +10.3%
255 ONTO ONTO INNOVATION INC COM Technology 259.0 $98K 0.03% NEW $378.45 -32.3%
256 KMI KINDER MORGAN INC DEL COM Energy 3,036.0 $97K 0.03% +447.0 +17.3% $31.97 +0.4%
257 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 1,629.0 $97K 0.03% -1K -44.4% $59.32 -5.9%
258 ROK ROCKWELL AUTOMATION INC COM Industrials 195.0 $97K 0.03% +9.0 +4.8% $495.13 -15.7%
259 AZN ASTRAZENECA PLC ORD Healthcare 507.0 $96K 0.03% NEW $189.51 -14.3%
260 FNV FRANCO NEV CORP COM Basic Materials 460.0 $96K 0.03% +75.0 +19.5% $208.44 +22.5%
Page 13 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%