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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 16 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MPLX MPLX LP COM UNIT REP LTD Energy 1,243.0 $70K 0.02% $56.33 +5.8%
302 RKLB ROCKET LAB CORP COM Industrials 681.0 $69K 0.02% +321.0 +89.2% $101.65 -38.7%
303 LEN LENNAR CORP CL A Consumer Cyclical 755.0 $68K 0.02% +541.0 +252.8% $90.49 -7.7%
304 D DOMINION ENERGY INC COM Utilities 973.0 $66K 0.02% $68.29 -3.4%
305 SMR NUSCALE PWR CORP CL A COM Utilities 6,409.0 $64K 0.02% -4K -35.4% $10.03 -7.7%
306 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 664.0 $64K 0.02% $96.46 +4.7%
307 RPG INVESCO S&P 500 PURE GROWTH ETF 1,000.0 $64K 0.02% $63.85 -12.0%
308 SCI SERVICE CORP INTL COM Consumer Cyclical 838.0 $64K 0.02% -11.0 -1.3% $75.93 +7.0%
309 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 3,585.0 $64K 0.02% +206.0 +6.1% $17.73 -4.8%
310 CRL CHARLES RIV LABS INTL INC COM Healthcare 280.0 $64K 0.02% NEW $226.79 +25.5%
311 FANG DIAMONDBACK ENERGY INC COM Energy 356.0 $63K 0.02% -76.0 -17.6% $175.84 +15.6%
312 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 2,953.0 $62K 0.02% +1K +55.3% $21.11 -25.9%
313 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 562.0 $60K 0.02% -386.0 -40.7% $107.13 +5.4%
314 VUG VANGUARD GROWTH ETF 698.0 $60K 0.02% +575.0 +467.5% $86.14 +1.9%
315 IWB ISHARES RUSSELL 1000 ETF 146.0 $60K 0.02% $409.50 +2.3%
316 BSV VANGUARD SHORT-TERM BOND ETF 761.0 $59K 0.02% -127.0 -14.3% $77.91 -1.0%
317 CENCORA INC COM 205.0 $58K 0.02% +80.0 +64.0% $282.98
318 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 2,550.0 $58K 0.02% $22.64 -2.7%
319 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 564.0 $58K 0.02% NEW $102.30 -3.8%
320 L LOEWS CORP COM Financial Services 508.0 $58K 0.02% $113.21 -3.2%
Page 16 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%