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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 48 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 HAS HASBRO INC COM Consumer Cyclical 5.0 $413.0 -255.0 -98.1% $82.60 +12.8%
942 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 5.0 $396.0 $79.20 +8.3%
943 ADSK AUTODESK INC COM Technology 2.0 $389.0 $194.50 +27.3%
944 GPN GLOBAL PMTS INC COM Industrials 5.0 $363.0 $72.60 +24.1%
945 WIX WIX COM LTD SHS Technology 8.0 $363.0 -30.0 -79.0% $45.38 +94.8%
946 EVEREST GROUP LTD COM 1.0 $357.0 $357.00
947 SWKS SKYWORKS SOLUTIONS INC COM Technology 5.0 $339.0 $67.80 -0.6%
948 ROP ROPER TECHNOLOGIES INC COM Industrials 1.0 $338.0 $338.00 +23.8%
949 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 7.0 $314.0 $44.86
950 FEDEX FGHT HLDG CO INC COMMON STOCK 2.0 $302.0 NEW $151.00
951 ELF E L F BEAUTY INC COM Consumer Defensive 4.0 $296.0 $74.00 +42.6%
952 JAWS MUSTANG ACQUISITION CORP SHS CL A 27.0 $278.0 $10.30
953 LKQ LKQ CORP COM Consumer Cyclical 10.0 $263.0 $26.30 -6.0%
954 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 5.0 $255.0 $51.00 +31.8%
955 MIND TECHNOLOGY INC COM NEW 52.0 $245.0 -790.0 -93.8% $4.71
956 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 16.0 $241.0 NEW $15.06 +41.3%
957 BBAI BIGBEAR AI HLDGS INC COM Technology 60.0 $220.0 $3.67 -19.7%
958 FETH FIDELITY ETHEREUM FUND ETF Financial Services 14.0 $220.0 $15.71 +53.2%
959 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 5.0 $189.0 $37.80 -8.7%
960 FGNX FG NEXUS INC. COM Financial Services 36.0 $186.0 NEW $5.17 +54.5%
Page 48 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%