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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 44 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 KBR KBR INC COM Industrials 39.0 $1K -5.0 -11.4% $34.54 +7.0%
862 TRGP TARGA RES CORP COM Energy 5.0 $1K $268.20 +10.4%
863 RF REGIONS FINANCIAL CORP NEW COM Financial Services 44.0 $1K $30.20 -3.0%
864 GIS GENERAL MILLS INC COM Consumer Defensive 38.0 $1K -5.0 -11.6% $34.79 +18.1%
865 E ENI SPA SPONSORED ADR Energy 28.0 $1K -287.0 -91.1% $46.86 +18.5%
866 OMC OMNICOM GROUP INC COM Communication Services 18.0 $1K NEW $72.83 +18.2%
867 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 5.0 $1K $261.40 +28.0%
868 SSRM SSR MINING IN COM Basic Materials 45.0 $1K NEW $28.29 +26.7%
869 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 58.0 $1K $21.79 -1.6%
870 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 62.0 $1K $20.37 -0.5%
871 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 43.0 $1K +25.0 +138.9% $29.28 +4.9%
872 IYM ISHARES U.S. BASIC MATERIALS ETF 7.0 $1K NEW $179.57 +5.4%
873 FDX FEDEX CORP COM Industrials 4.0 $1K $313.25 +3.7%
874 ONDS ONDAS INC COM NEW Technology 152.0 $1K NEW $8.24 -14.5%
875 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 3.0 $1K NEW $415.33 +18.3%
876 OLED UNIVERSAL DISPLAY CORP COM Technology 14.0 $1K -30.0 -68.2% $86.57 -4.8%
877 PCAR PACCAR INC COM Industrials 10.0 $1K $120.10 +2.0%
878 PLG PLATINUM GROUP METALS LTD COM Basic Materials 880.0 $1K $1.35 +5.9%
879 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 200.0 $1K $5.91 -13.9%
880 MILLROSE PPTYS INC COM CL A 39.0 $1K $30.05
Page 44 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%