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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 34 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 69.0 $7K 0.00% NEW $95.09 +12.0%
662 PPH VANECK PHARMACEUTICAL ETF 60.0 $7K 0.00% NEW $109.35 +5.9%
663 CCJ CAMECO CORP COM Energy 64.0 $7K 0.00% NEW $101.86 -1.2%
664 CNX CNX RES CORP COM Energy 190.0 $6K 0.00% +150.0 +375.0% $33.93 +11.3%
665 HUBS HUBSPOT INC COM Technology 35.0 $6K 0.00% -3.0 -7.9% $182.51 +39.8%
666 TECHNIPFMC PLC COM 96.0 $6K 0.00% $66.30
667 EXC EXELON CORP COM Utilities 135.0 $6K 0.00% $46.62 -4.5%
668 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 100.0 $6K 0.00% NEW $62.63 +64.8%
669 MTZ MASTEC INC COM Industrials 15.0 $6K 0.00% NEW $416.07 -44.2%
670 IHI ISHARES U.S. MEDICAL DEVICES ETF 126.0 $6K 0.00% $49.41 +9.1%
671 SSNC SS&C TECH HLDGS COM Technology 100.0 $6K 0.00% $62.05 +36.4%
672 VIKING HOLDINGS LTD ORD SHS 59.0 $6K 0.00% NEW $104.68
673 ZTR VIRTUS TOTAL RETURN FD INC COM Financial Services 902.0 $6K 0.00% $6.83 -0.9%
674 PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 110.0 $6K 0.00% NEW $55.90 -3.7%
675 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 117.0 $6K 0.00% NEW $51.95 +0.0%
676 IX ORIX CORP SPONSORED ADR Financial Services 159.0 $6K 0.00% NEW $38.04 +8.3%
677 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 199.0 $6K 0.00% $30.01 -0.7%
678 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 485.0 $6K 0.00% $12.30 +5.8%
679 DGX QUEST DIAGNOSTICS INC COM Healthcare 28.0 $6K 0.00% +22.0 +366.7% $211.96 +12.9%
680 PFFR INFRACAP REIT PREFERRED ETF 339.0 $6K 0.00% +14.0 +4.3% $17.39 +0.2%
Page 34 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%