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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
Q4 2025 Q3 2025 · All 97 New 176 Added 192 Reduced 46 Exited
Page 7 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RSG REPUBLIC SVCS INC COM Industrials 1,531.0 $324K 0.12% $211.93 -2.3%
122 CVX CHEVRON CORP NEW COM Energy 2,123.0 $324K 0.12% -19.0 -0.9% $152.41 +21.2%
123 XEL XCEL ENERGY INC COM Utilities 4,317.0 $319K 0.12% -46.0 -1.1% $73.86 +9.8%
124 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 1,956.0 $307K 0.11% -337.0 -14.7% $156.83 +38.1%
125 CMCSA COMCAST CORP NEW CL A Communication Services 10,032.0 $300K 0.11% $29.89 -15.9%
126 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 1,169.0 $299K 0.11% $256.03 -13.8%
127 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,629.0 $297K 0.11% +1K +124.1% $113.10 -34.5%
128 INGERSOLL RAND INC COM 3,727.0 $295K 0.11% -582.0 -13.5% $79.22
129 BROWN FORMAN CORP CL B 11,236.0 $293K 0.10% -100.0 -0.9% $26.06
130 AVAV AEROVIRONMENT INC COM Industrials 1,190.0 $288K 0.10% +67.0 +6.0% $241.89 -24.7%
131 MUB ISHARES NATIONAL MUNI BOND ETF 2,641.0 $283K 0.10% $107.11 -0.4%
132 ADBE ADOBE INC COM Technology 796.0 $279K 0.10% -154.0 -16.2% $349.99 -31.3%
133 EOG EOG RES INC COM Energy 2,579.0 $271K 0.10% $105.01 +29.7%
134 DLR DIGITAL RLTY TR INC COM Real Estate 1,710.0 $265K 0.10% -575.0 -25.2% $154.73 +25.2%
135 CRWV COREWEAVE INC COM CL A Technology 3,678.0 $263K 0.10% +734.0 +24.9% $71.61 +47.9%
136 CMS CMS ENERGY CORP COM Utilities 3,766.0 $263K 0.10% $69.93 +6.1%
137 CDNS CADENCE DESIGN SYSTEM INC COM Technology 803.0 $251K 0.09% $312.58 +22.1%
138 AMT AMERICAN TOWER CORP NEW COM Real Estate 1,420.0 $249K 0.09% -336.0 -19.1% $175.62 +5.3%
139 SAN BANCO SANTANDER SA ADR Financial Services 20,665.0 $242K 0.09% $11.73 +6.5%
140 SYY SYSCO CORP COM Consumer Defensive 3,252.0 $240K 0.09% $73.69 +2.2%
Page 7 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 42.0%
Financial Services 13.1%
Communication Services 10.6%
Consumer Cyclical 10.1%
Healthcare 7.3%
Industrials 6.2%
Consumer Defensive 3.7%
Energy 2.6%
Utilities 2.3%
Basic Materials 1.6%