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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 49 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 5.0 $176.0 NEW $35.20 +14.5%
962 SNDL INC COM 130.0 $176.0 $1.35
963 ITRI ITRON INC COM Technology 2.0 $173.0 -15.0 -88.2% $86.50 +9.9%
964 CSV CARRIAGE SVCS INC COM Consumer Cyclical 4.0 $153.0 $38.25 -13.4%
965 JD JD.COM INC SPON ADS CL A Consumer Cyclical 6.0 $153.0 $25.50 +9.4%
966 M MACYS INC COM Consumer Cyclical 6.0 $141.0 $23.50 -6.7%
967 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 7.0 $126.0 $18.00 +18.5%
968 FIRY INC COM CL A 12.0 $122.0 $10.17
969 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 5.0 $114.0 $22.80
970 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 5.0 $112.0 $22.40
971 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 1.0 $85.0 $85.00 -4.9%
972 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 1.0 $80.0 $80.00 -1.1%
973 AMPY AMPLIFY ENERGY CORP NEW COM Energy 18.0 $72.0 $4.00 +24.8%
974 FXI ISHARES CHINA LARGE-CAP ETF 2.0 $63.0 $31.50 +12.2%
975 LONGEVERON INC CL A NEW 78.0 $55.0 $0.71
976 CLFD CLEARFIELD INC COM Technology 1.0 $40.0 $40.00 -29.4%
977 OFIX ORTHOFIX MED INC COM Healthcare 3.0 $27.0 $9.00 +4.8%
978 MAC MACERICH CO COM Real Estate 1.0 $25.0 $25.00 -5.9%
979 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 1.0 $19.0 $19.00 -32.7%
980 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 4.0 $18.0 $4.50 -32.4%
Page 49 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%