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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 39 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 67.0 $3K 0.00% NEW $45.12 -17.9%
762 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 37.0 $3K 0.00% NEW $81.16 -9.7%
763 GGAL GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR Financial Services 60.0 $3K 0.00% NEW $50.03 -11.0%
764 FROG JFROG LTD ORD SHS Technology 33.0 $3K 0.00% NEW $90.88 -1.2%
765 DOW DOW HLDGS INC COM Basic Materials 109.0 $3K 0.00% -10.0 -8.4% $27.36 +14.3%
766 MTRN MATERION CORP COM Basic Materials 10.0 $3K 0.00% NEW $297.40 -19.1%
767 SCVL SHOE STA GROUP INC COM Consumer Cyclical 199.0 $3K 0.00% -851.0 -81.0% $14.83 +5.3%
768 CSGP COSTAR GROUP INC COM Real Estate 102.0 $3K 0.00% -20.0 -16.4% $28.32 +11.5%
769 WAT WATERS CORP COM Healthcare 8.0 $3K 0.00% NEW $359.88 +14.0%
770 SLB SLB LIMITED COM STK Energy 61.0 $3K 0.00% +56.0 +1120.0% $46.49 +24.5%
771 NOK NOKIA CORP SPONSORED ADR Technology 212.0 $3K 0.00% NEW $13.28 -26.0%
772 REXR REXFORD INDL RLTY INC COM Real Estate 84.0 $3K 0.00% NEW $33.50 +10.2%
773 IMO IMPERIAL OIL LTD COM NEW Energy 25.0 $3K 0.00% $112.04 +18.7%
774 MSCI MSCI INC COM Financial Services 5.0 $3K 0.00% $560.00 -0.2%
775 RNP COHEN & STEERS REIT & PFD & COM Financial Services 137.0 $3K 0.00% NEW $20.27 -0.7%
776 AXIA ENERGIA SA SPONSORED ADR 263.0 $3K 0.00% NEW $10.56
777 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 71.0 $3K 0.00% $38.73 +63.5%
778 EARN ELLINGTON CREDIT COMPANY COM SHS BEN INT Financial Services 621.0 $3K 0.00% -307.0 -33.1% $4.42 -1.5%
779 ATEN A10 NETWORKS INC COM Technology 73.0 $3K 0.00% -127.0 -63.5% $37.45 -34.3%
780 FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST Financial Services 25.0 $3K 0.00% $109.04 -0.6%
Page 39 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%