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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $278M AUM 859 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 97 New 176 Added 192 Reduced
Page 42 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ERIE ERIE INDTY CO CL A Financial Services 1.0 $287.0 NEW $287.00 -10.8%
822 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 1.0 $275.0 NEW $275.00 +23.1%
823 BMNR BITMINE IMMERSION TECNOLOGIES COM NEW Financial Services 10.0 $272.0 NEW $27.20 -14.1%
824 JAWS MUSTANG ACQUISITION CORP SHS CL A 27.0 $270.0 $10.00
825 BALL BALL CORP COM Consumer Cyclical 5.0 $265.0 NEW $53.00 +18.4%
826 MRNA MODERNA INC COM Healthcare 9.0 $265.0 $29.44 +423.9%
827 PSA PUBLIC STORAGE OPER CO COM Real Estate 1.0 $260.0 $260.00 +16.5%
828 LH LABCORP HOLDINGS INC COM SHS Healthcare 1.0 $251.0 NEW $251.00 +30.5%
829 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 5.0 $241.0 $48.20 -28.4%
830 BEN FRANKLIN RESOURCES INC COM Financial Services 10.0 $239.0 NEW $23.90 +38.5%
831 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 10.0 $237.0 NEW $23.70 -1.4%
832 FITB FIFTH THIRD BANCORP COM Financial Services 5.0 $234.0 NEW $46.80 +13.3%
833 BKR BAKER HUGHES COMPANY CL A Energy 5.0 $228.0 NEW $45.60 +39.6%
834 SNDL INC COM 130.0 $216.0 $1.66
835 KIM KIMCO RLTY CORP COM Real Estate 10.0 $203.0 NEW $20.30 +18.8%
836 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 6.0 $200.0 NEW $33.33 -29.1%
837 SLB SLB LIMITED COM STK Energy 5.0 $192.0 NEW $38.40 +48.8%
838 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 5.0 $182.0 NEW $36.40 +12.0%
839 JD JD.COM INC SPON ADS CL A Consumer Cyclical 6.0 $172.0 $28.67 -2.7%
840 CSV CARRIAGE SVCS INC COM Consumer Cyclical 4.0 $169.0 $42.25 -21.6%
Page 42 of 43  ·  859 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 43.5%
Financial Services 13.6%
Consumer Cyclical 10.4%
Healthcare 7.6%
Communication Services 7.5%
Industrials 6.4%
Consumer Defensive 3.8%
Energy 2.6%
Utilities 2.4%
Basic Materials 1.7%