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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 28 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 UTF COHEN & STEERS INFRASTRUCTURE COM Financial Services 500.0 $14K 0.00% $27.59 -2.6%
542 MDB MONGODB INC CL A Technology 41.0 $14K 0.00% $335.90 +14.5%
543 VHT VANGUARD HEALTH CARE ETF 46.0 $14K 0.00% $299.00 +8.6%
544 LITE LUMENTUM HLDGS INC COM Technology 16.0 $14K 0.00% NEW $858.06 -1.2%
545 SCHW SCHWAB CHARLES CORP COM Financial Services 147.0 $14K 0.00% $92.57 +19.2%
546 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 258.0 $14K 0.00% $52.65 +23.0%
547 ABVX ABIVAX SA SPONSORED ADS Healthcare 100.0 $13K 0.00% NEW $133.26 -14.4%
548 VRSK VERISK ANALYTICS INC COM Industrials 74.0 $13K 0.00% $179.53 +6.2%
549 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 1,170.0 $13K 0.00% $11.31 +15.7%
550 DX DYNEX CAP INC COM Real Estate 1,000.0 $13K 0.00% $13.11 -2.1%
551 AFL AFLAC INC COM Financial Services 110.0 $13K 0.00% +100.0 +1000.0% $117.25 +0.9%
552 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 737.0 $13K 0.00% -201.0 -21.4% $17.35 -8.3%
553 PCG PG&E CORP COM Utilities 759.0 $13K 0.00% $16.82 -17.0%
554 BCE BCE INC COM NEW Communication Services 590.0 $13K 0.00% $21.51 +10.7%
555 FSM FORTUNA MNG CORP COM NEW Basic Materials 1,500.0 $13K 0.00% $8.45 +49.8%
556 OPK OPKO HEALTH INC COM Healthcare 8,400.0 $13K 0.00% $1.50 +7.3%
557 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 152.0 $13K 0.00% $82.84 -0.7%
558 QTUM DEFIANCE QUANTUM ETF 76.0 $13K 0.00% NEW $165.38 -11.6%
559 VLO VALERO ENERGY CORP COM Energy 48.0 $13K 0.00% NEW $260.44 +42.3%
560 SCHH SCHWAB U.S. REIT ETF 524.0 $12K 0.00% $23.68 -0.3%
Page 28 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%