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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 8 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC CL B Consumer Cyclical 7,648.0 $314K 0.10% -5K -37.9% $41.05 -7.1%
142 DLR DIGITAL RLTY TR INC COM Real Estate 1,729.0 $311K 0.10% +19.0 +1.1% $179.62 +2.0%
143 SNOW SNOWFLAKE INC COM SHS Technology 1,208.0 $307K 0.09% +344.0 +39.8% $254.51 +25.7%
144 XYLD GLOBAL X S&P 500 COVERED CALL ETF 7,213.0 $294K 0.09% -29K -80.0% $40.79 +1.3%
145 KLAC KLA CORP COM NEW Technology 957.0 $289K 0.09% +912.0 +2026.7% $301.79 -43.4%
146 CMS CMS ENERGY CORP COM Utilities 3,766.0 $288K 0.09% $76.50 -11.2%
147 SAN BANCO SANTANDER SA ADR Financial Services 20,665.0 $285K 0.09% $13.80 +4.2%
148 AVAV AEROVIRONMENT INC COM Industrials 1,633.0 $270K 0.08% +443.0 +37.2% $165.10 -12.7%
149 MUB ISHARES NATIONAL MUNI BOND ETF 2,502.0 $269K 0.08% -139.0 -5.3% $107.62 -3.1%
150 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 3,928.0 $267K 0.08% NEW $68.01 +1.6%
151 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 5,024.0 $267K 0.08% -66.0 -1.3% $53.11 +22.0%
152 ABT ABBOTT LABORATORIES COM Healthcare 2,899.0 $263K 0.08% +52.0 +1.8% $90.74 +20.0%
153 VTI VANGUARD TOTAL STOCK MARKET ETF 697.0 $258K 0.08% $370.04 +1.4%
154 DELL DELL TECHNOLOGIES INC CL C Technology 597.0 $258K 0.08% +425.0 +247.1% $431.67 -1.6%
155 RSG REPUBLIC SVCS INC COM Industrials 1,186.0 $253K 0.08% -345.0 -22.5% $213.08 +4.8%
156 VRT VERTIV HOLDINGS CO COM CL A Industrials 748.0 $250K 0.08% +688.0 +1146.7% $334.82 -23.5%
157 IVW ISHARES S&P 500 GROWTH ETF 1,815.0 $250K 0.08% +750.0 +70.4% $137.53 +0.5%
158 EPD ENTERPRISE PRODS PARTNERS L P COM 6,756.0 $248K 0.08% +100.0 +1.5% $36.76
159 LMT LOCKHEED MARTIN CORP COM Industrials 472.0 $241K 0.07% +81.0 +20.7% $509.60 +6.8%
160 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1,096.0 $240K 0.07% -10.0 -0.9% $219.43 +0.7%
Page 8 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%