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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 38 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 KVUE KENVUE INC COM Consumer Defensive 177.0 $3K 0.00% -15.0 -7.8% $19.11 -0.2%
742 STE STERIS PLC SHS USD Healthcare 16.0 $3K 0.00% -20.0 -55.6% $210.56 +10.8%
743 ITT ITT INC COM Industrials 17.0 $3K 0.00% NEW $197.76 +1.6%
744 PFLT PENNANTPARK FLOATING RATE CAP COM Financial Services 449.0 $3K 0.00% -352.0 -44.0% $7.48 -0.5%
745 KD KYNDRYL HLDGS INC COMMON STOCK Technology 297.0 $3K 0.00% -102.0 -25.6% $11.31 +16.1%
746 BBEU JPMORGAN BETABUILDERS EUROPE ETF 43.0 $3K 0.00% $77.77 +1.9%
747 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 200.0 $3K 0.00% NEW $16.61 -23.7%
748 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 30.0 $3K 0.00% NEW $110.40 +13.8%
749 TGS TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B Energy 110.0 $3K 0.00% NEW $29.73 -0.6%
750 NVMI NOVA LTD COM Technology 6.0 $3K 0.00% NEW $543.00 -36.1%
751 BMA BANCO MACRO S A SPON ADR B Financial Services 35.0 $3K 0.00% NEW $92.60 -15.2%
752 MSB MESABI TR CTF BEN INT Financial Services 128.0 $3K 0.00% $25.30 -3.0%
753 UUUU ENERGY FUELS INC COM NEW Energy 223.0 $3K 0.00% +123.0 +123.0% $14.50 -2.2%
754 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 100.0 $3K 0.00% $32.25 +2.7%
755 DTE DTE ENERGY CO COM Utilities 21.0 $3K 0.00% -100.0 -82.6% $152.38 -10.7%
756 MOS MOSAIC CO COM Basic Materials 150.0 $3K 0.00% -100.0 -40.0% $21.19 +21.3%
757 NIO NIO INC SPON ADS Consumer Cyclical 623.0 $3K 0.00% $5.06 -23.4%
758 GSK GSK PLC SPONSORED ADR Healthcare 59.0 $3K 0.00% $52.42 -3.9%
759 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 41.0 $3K 0.00% $74.90 -0.2%
760 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 122.0 $3K 0.00% $25.06 +15.8%
Page 38 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%