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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 30 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MPC MARATHON PETE CORP COM Energy 42.0 $11K 0.00% $255.67 +51.6%
582 IPO RENAISSANCE IPO ETF 180.0 $11K 0.00% NEW $59.42 -9.7%
583 KHC KRAFT HEINZ CO COM Consumer Defensive 450.0 $11K 0.00% NEW $23.62 +7.6%
584 KR KROGER CO COM Consumer Defensive 191.0 $11K 0.00% +155.0 +430.6% $55.53 +5.4%
585 BDX BECTON DICKINSON & CO COM Healthcare 70.0 $11K 0.00% +65.0 +1300.0% $151.33 +24.0%
586 EWY ISHARES MSCI SOUTH KOREA ETF 52.0 $10K 0.00% NEW $201.90 -10.6%
587 DUPONT DE NEMOURS INC COMMON STOCK 76.0 $10K 0.00% NEW $136.24
588 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 19.0 $10K 0.00% $541.84 -9.5%
589 TD TORONTO DOMINION BK ONT COM NEW Financial Services 85.0 $10K 0.00% +35.0 +70.0% $120.72 +2.1%
590 STIP ISHARES 0-5 YEAR TIPS BOND ETF 100.0 $10K 0.00% NEW $102.16 -1.3%
591 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 392.0 $10K 0.00% NEW $25.95 +39.4%
592 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 26.0 $10K 0.00% $386.73 +7.3%
593 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 196.0 $10K 0.00% +5.0 +2.6% $50.90 +3.5%
594 TWO HARBORS INVENTMENT CORPOR COM 797.0 $10K 0.00% $12.41
595 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 26.0 $10K 0.00% $380.38 -31.7%
596 KB KB FINL GROUP INC SPONSORED ADR Financial Services 94.0 $10K 0.00% +49.0 +108.9% $104.96 +26.1%
597 KEY KEYCORP COM Financial Services 428.0 $10K 0.00% +300.0 +234.4% $23.05 -4.0%
598 NEM NEWMONT CORP COM Basic Materials 105.0 $10K 0.00% +90.0 +600.0% $93.40 +39.6%
599 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 41.0 $10K 0.00% NEW $237.34 -5.9%
600 AES AES CORP COM Utilities 660.0 $10K 0.00% $14.66 +0.8%
Page 30 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%