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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 26 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BBCA JPMORGAN BETABUILDERS CANADA ETF 181.0 $18K 0.01% -16.0 -8.1% $99.40 +8.4%
502 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 395.0 $18K 0.01% NEW $44.99 -1.9%
503 CAVA CAVA GROUP INC COM Consumer Cyclical 223.0 $18K 0.01% +116.0 +108.4% $78.48 -21.4%
504 IYJ ISHARES U.S. INDUSTRIALS ETF 105.0 $17K 0.01% $166.65 -3.6%
505 COPX GLOBAL X COPPER MINERS ETF 225.0 $17K 0.01% NEW $76.97 +18.6%
506 RL RALPH LAUREN CORP CL A Consumer Cyclical 43.0 $17K 0.01% -40.0 -48.2% $401.42 -14.3%
507 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 340.0 $17K 0.01% +187.0 +122.2% $50.64 -1.8%
508 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 322.0 $17K 0.01% $53.17 -2.5%
509 SNY SANOFI SA SPONSORED ADR Healthcare 395.0 $17K 0.01% $42.66 +3.9%
510 NTAP NETAPP INC COM Technology 108.0 $17K 0.01% +1.0 +0.9% $155.41 +19.3%
511 JGRO JPMORGAN ACTIVE GROWTH ETF 170.0 $17K 0.01% +50.0 +41.7% $98.59 -4.0%
512 EWJ ISHARES MSCI JAPAN ETF 177.0 $17K 0.01% $93.27 +5.0%
513 SCHB SCHWAB U.S. BROAD MARKET ETF 570.0 $17K 0.01% $28.96 +3.0%
514 AGNC AGNC INVT CORP COM Real Estate 1,500.0 $16K 0.01% $10.90 -2.2%
515 PRLB PROTO LABS INC COM Industrials 200.0 $16K 0.01% $81.51 -2.4%
516 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 340.0 $16K 0.01% +335.0 +6700.0% $47.81 -14.0%
517 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 350.0 $16K 0.01% $46.19 -3.6%
518 VUSB VANGUARD ULTRA-SHORT BOND ETF 324.0 $16K 0.01% $49.78 -0.4%
519 AIZ ASSURANT INC COM Financial Services 60.0 $16K 0.01% NEW $268.53 +7.1%
520 CIEN CIENA CORP COM NEW Technology 32.0 $16K 0.01% NEW $490.56 -35.3%
Page 26 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%