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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 29 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VGSH VANGUARD SHORT-TERM TREASURY ETF 212.0 $12K 0.00% $58.20 -0.5%
562 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 420.0 $12K 0.00% -770.0 -64.7% $29.33 +29.1%
563 STM STMICROELECTRONICS N V NY REGISTRY Technology 164.0 $12K 0.00% -36.0 -18.0% $74.89 -31.5%
564 BIZD VANECK BDC INCOME ETF 970.0 $12K 0.00% +62.0 +6.8% $12.66 +5.5%
565 TPVG TRIPLEPOINT VENTURE GROWTH BDC COM Financial Services 2,496.0 $12K 0.00% $4.91 +9.2%
566 GWW WW GRAINGER INC COM Industrials 9.0 $12K 0.00% $1360.44 -3.5%
567 ICVT ISHARES CONVERTIBLE BOND ETF 100.0 $12K 0.00% NEW $121.74 -6.3%
568 BFH BREAD FINANCIAL HOLDINGS INC COM Financial Services 110.0 $12K 0.00% $108.35 +0.4%
569 SJM SMUCKER J M CO COM NEW Consumer Defensive 105.0 $12K 0.00% +1.0 +1.0% $112.48 +14.3%
570 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 592.0 $12K 0.00% NEW $19.68 +66.1%
571 AER AERCAP HOLDINGS NV SHS Industrials 79.0 $12K 0.00% +51.0 +182.1% $145.78 +0.5%
572 IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 322.0 $11K 0.00% +8.0 +2.5% $34.48 +5.4%
573 VOE VANGUARD MID-CAP VALUE ETF 56.0 $11K 0.00% $197.61 +5.9%
574 ESTC ELASTIC N V ORD SHS Technology 194.0 $11K 0.00% $57.02 +68.6%
575 VBR VANGUARD SMALL CAP VALUE ETF 45.0 $11K 0.00% $243.00 +1.6%
576 PBF PBF ENERGY INC CL A Energy 240.0 $11K 0.00% $45.52 +65.5%
577 IT GARTNER INC COM Technology 84.0 $11K 0.00% -76.0 -47.5% $129.62 +50.8%
578 BLUE OWL CAPITAL CORPORATION COM 996.0 $11K 0.00% +750.0 +304.9% $10.87
579 CRF CORNERSTONE TOTAL RETURN FD COM Financial Services 1,500.0 $11K 0.00% $7.18 -9.6%
580 BTU PEABODY ENERGY CORP COM Energy 465.0 $11K 0.00% NEW $23.12 +19.5%
Page 29 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%