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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 35 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 IESC IES HOLDINGS INC COM Industrials 8.0 $6K 0.00% NEW $734.62 -57.1%
682 CNM CORE & MAIN INC CL A Industrials 117.0 $6K 0.00% $48.25 -8.8%
683 CHE CHEMED CORP NEW COM Healthcare 12.0 $6K 0.00% $465.75 +12.6%
684 RELY REMITLY GLOBAL INC COM Technology 249.0 $6K 0.00% $22.41 +20.1%
685 VTRS VIATRIS INC COM Healthcare 351.0 $6K 0.00% -44.0 -11.1% $15.88 +6.7%
686 TLT ISHARES 20 YEAR TREASURY BOND ETF 64.0 $6K 0.00% $86.42 -5.0%
687 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 107.0 $6K 0.00% $51.60 +4.0%
688 TKO TKO GROUP HOLDINGS INC CL A Communication Services 27.0 $5K 0.00% -139.0 -83.7% $202.07 -6.3%
689 HSIC SCHEIN HENRY INC COM Healthcare 65.0 $5K 0.00% NEW $83.52 +8.8%
690 CAG CONAGRA BRANDS INC COM Consumer Defensive 403.0 $5K 0.00% $13.46 +16.1%
691 RY ROYAL BK CDA COM Financial Services 26.0 $5K 0.00% NEW $206.96 +2.5%
692 CRON CRONOS GROUP INC COM Healthcare 1,920.0 $5K 0.00% $2.78 +17.3%
693 MIRM MIRUM PHARMACEUTICALS INC COM Healthcare 45.0 $5K 0.00% $117.07 -14.0%
694 BRX BRIXMOR PPTY GROUP INC COM Real Estate 167.0 $5K 0.00% $31.53 -7.2%
695 JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF 56.0 $5K 0.00% NEW $93.05 -4.9%
696 PUK PRUDENTIAL PLC ADR Financial Services 192.0 $5K 0.00% NEW $26.81 +5.7%
697 FNF FIDELITY NATL FINL INC COM SHS Financial Services 108.0 $5K 0.00% $47.16 +0.3%
698 BITO PROSHARES BITCOIN ETF 632.0 $5K 0.00% NEW $7.98 +38.0%
699 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 79.0 $5K 0.00% NEW $63.80 +15.4%
700 ARGT GLOBAL X MSCI ARGENTINA ETF 55.0 $5K 0.00% NEW $91.31 +6.0%
Page 35 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%