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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $271M AUM 808 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 169 Added 135 Reduced
Page 23 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CVS CVS HEALTH CORP COM Healthcare 192.0 $14K 0.01% +136.0 +242.9% $75.39 +22.1%
442 TPVG TRIPLEPOINT VENTURE GROWTH BDC COM Financial Services 2,496.0 $14K 0.01% $5.77 -1.7%
443 GOVT ISHARES U.S. TREASURY BOND ETF 615.0 $14K 0.01% -23.0 -3.6% $23.12 -1.7%
444 EWJ ISHARES MSCI JAPAN ETF 177.0 $14K 0.01% $80.21 +15.1%
445 NET CLOUDFLARE INC CL A COM Technology 66.0 $14K 0.01% NEW $214.59 -2.5%
446 UPS UNITED PARCEL SERVICE INC CL B Industrials 168.0 $14K 0.01% -27.0 -13.8% $83.53 +25.1%
447 PRGO PERRIGO CO PLC SHS Healthcare 628.0 $14K 0.01% +9.0 +1.4% $22.26 -49.9%
448 MDB MONGODB INC CL A Technology 45.0 $14K 0.01% -2.0 -4.3% $310.38 -5.1%
449 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 43.0 $14K 0.01% +25.0 +138.9% $323.12 +21.2%
450 BCE BCE INC COM NEW Communication Services 590.0 $14K 0.01% -644.0 -52.2% $23.39 +7.3%
451 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 938.0 $14K 0.01% -23.0 -2.4% $14.68 +0.1%
452 SRE SEMPRA COM Utilities 152.0 $14K 0.01% +37.0 +32.2% $89.98 +1.4%
453 SCHW SCHWAB CHARLES CORP COM Financial Services 142.0 $14K 0.01% +39.0 +37.9% $95.63 -10.5%
454 FSM FORTUNA MNG CORP COM NEW Basic Materials 1,500.0 $13K 0.01% $8.96 +6.2%
455 GLAD GLADSTONE CAPITAL CORP COM NEW Financial Services 606.0 $13K 0.01% $21.87 -11.5%
456 BIZD VANECK BDC INCOME ETF 883.0 $13K 0.01% +23.0 +2.7% $14.94 -15.9%
457 NTRS NORTHERN TR CORP COM Financial Services 98.0 $13K 0.01% +90.0 +1125.0% $134.60 +24.8%
458 BSM BLACK STONE MINERALS L P COM UNIT Energy 1,000.0 $13K 0.01% $13.14 +1.1%
459 FRO FRONTLINE PLC COM Energy 574.0 $13K 0.01% $22.79 +55.6%
460 OPK OPKO HEALTH INC COM Healthcare 8,400.0 $13K 0.01% $1.55 -16.1%
Page 23 of 41  ·  808 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 42.5%
Financial Services 12.4%
Communication Services 10.9%
Consumer Cyclical 9.6%
Healthcare 6.9%
Industrials 6.6%
Consumer Defensive 3.6%
Utilities 2.7%
Energy 2.7%
Basic Materials 1.7%