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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 36 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ING ING GROEP N.V. SPONSORED ADR Financial Services 157.0 $5K 0.00% NEW $31.38 +18.2%
702 CARR CARRIER GLOBAL CORPORATION COM Industrials 65.0 $5K 0.00% -5.0 -7.1% $73.35 -19.5%
703 AME AMETEK INC COM Industrials 19.0 $5K 0.00% +14.0 +280.0% $241.95 -3.2%
704 GBDC GOLUB CAP BDC INC COM Financial Services 355.0 $5K 0.00% $12.88 +0.7%
705 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 40.0 $5K 0.00% NEW $112.75 +13.9%
706 ROIV ROIVANT SCIENCES LTD SHS Healthcare 124.0 $4K 0.00% $35.39 -2.8%
707 LNT ALLIANT ENERGY CORP COM Utilities 57.0 $4K 0.00% NEW $76.30 -10.9%
708 SKEENA RES LTD NEW COM 162.0 $4K 0.00% +82.0 +102.5% $26.66
709 AON AON PLC SHS CL A Financial Services 13.0 $4K 0.00% NEW $331.69 -1.4%
710 EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 80.0 $4K 0.00% $53.26 +9.5%
711 NDAQ NASDAQ INC COM Financial Services 54.0 $4K 0.00% +49.0 +980.0% $78.81 +25.2%
712 VNOM VIPER ENERGY INC CL A Energy 100.0 $4K 0.00% NEW $42.40 +5.9%
713 NNE NANO NUCLEAR ENERGY INC COM Industrials 200.0 $4K 0.00% $21.14 -16.5%
714 GDX VANECK GOLD MINERS ETF 56.0 $4K 0.00% -15.0 -21.1% $75.45 +34.5%
715 ARKG ARK GENOMIC REVOLUTION ETF 100.0 $4K 0.00% $42.06 +12.3%
716 STRL STERLING INFRASTRUCTURE INC COM Industrials 5.0 $4K 0.00% NEW $839.40 -45.2%
717 SHLD GLOBAL X DEFENSE TECH ETF 70.0 $4K 0.00% $59.71 +6.8%
718 USA LIBERTY ALL STAR EQUITY FD SH BEN INT Financial Services 712.0 $4K 0.00% $5.81 +3.6%
719 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 79.0 $4K 0.00% NEW $52.15 +6.9%
720 ABR ARBOR REALTY TRUST INC COM Real Estate 756.0 $4K 0.00% $5.42 -4.3%
Page 36 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%