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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 14 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AZO AUTOZONE INC COM Consumer Cyclical 30.0 $96K 0.03% +5.0 +20.0% $3195.93 -7.2%
262 CVNA CARVANA CO CL A Consumer Cyclical 1,445.0 $95K 0.03% +1K +278.3% $65.82 +9.6%
263 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 804.0 $92K 0.03% +47.0 +6.2% $115.00 -2.2%
264 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 524.0 $89K 0.03% NEW $170.14 -11.3%
265 PSX PHILLIPS 66 COM Energy 521.0 $88K 0.03% $169.12 +49.0%
266 IMMUNITYBIO INC COM 10,000.0 $88K 0.03% NEW $8.76
267 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 357.0 $87K 0.03% +227.0 +174.6% $242.50 -7.0%
268 TOL TOLL BROTHERS INC COM Consumer Cyclical 525.0 $86K 0.03% +85.0 +19.3% $164.75 -14.9%
269 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 890.0 $86K 0.03% +880.0 +8800.0% $96.88 +2.6%
270 SCHD SCHWAB US DIVIDEND EQUITY ETF 2,709.0 $86K 0.03% $31.71 +9.8%
271 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 288.0 $84K 0.03% -1K -78.8% $293.18 +4.1%
272 NVO NOVO-NORDISK A S ADR Healthcare 1,760.0 $84K 0.03% -779.0 -30.7% $47.94 -5.9%
273 FOXA FOX CORP CL A COM Communication Services 1,605.0 $84K 0.03% $52.16 +26.4%
274 GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 786.0 $83K 0.03% $106.10 -1.4%
275 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 403.0 $83K 0.03% NEW $206.01 +4.7%
276 FORTINET INC COM 540.0 $83K 0.03% $153.62
277 PWR QUANTA SVCS INC COM Industrials 114.0 $82K 0.03% +98.0 +612.5% $720.04 -15.1%
278 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 1,325.0 $82K 0.03% $61.76 -9.5%
279 TRP TC ENERGY CORP COM Energy 1,233.0 $82K 0.03% $66.29 -4.8%
280 URA GLOBAL X URANIUM ETF 1,870.0 $82K 0.03% NEW $43.70 +0.5%
Page 14 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%