Aventura Private Wealth, LLC Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$271.2M

Holdings

808

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (808 positions)

StockValue
DDOGDATADOG INC CL A COM
$70K
OCSOCULIS HOLDING AG ORDINARY SHARES
$70K
SPOTSPOTIFY TECHNOLOGY S A SHS
$69K
AEPAMERICAN ELEC PWR CO INC COM
$69K
PULSPGIM ULTRA SHORT BOND ETF
$69K
KMIKINDER MORGAN INC DEL COM
$68K
HBANHUNTINGTON BANCSHARES INC COM
$67K
DDOMINION ENERGY INC COM
$66K
PSXPHILLIPS 66 COM
$66K
QUBTQUANTUM COMPUTING INC COM
$66K
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$66K
CBRECBRE GROUP INC CL A
$65K
ROKROCKWELL AUTOMATION INC COM
$65K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$64K
ITGARTNER INC COM
$63K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$63K
LEUCENTRUS ENERGY CORP CL A
$63K
GILDGILEAD SCIENCES INC COM
$63K
MPLXMPLX LP COM UNIT REP LTD
$62K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$62K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$61K
SPGSIMON PPTY GROUP INC NEW COM
$60K
BTOB2GOLD CORP COM
$60K
PYPLPAYPAL HLDGS INC COM
$59K
SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF
$58K
VUGVANGUARD GROWTH ETF
$58K
SMCISUPER MICRO COMPUTER INC COM NEW
$57K
TOLTOLL BROTHERS INC COM
$56K
MPMP MATERIALS CORP COM CL A
$56K
QCOMQUALCOMM INC COM
$55K
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$54K
BPBP PLC SPONSORED ADR
$53K
IWBISHARES RUSSELL 1000 ETF
$53K
KBHKB HOME COM
$52K
PPLPPL CORP COM
$52K
AQLTISHARES CORE MSCI EAFE ETF
$51K
BIIBBIOGEN INC COM
$51K
IJHISHARES CORE S&P MID-CAP ETF
$51K
TWLOTWILIO INC CL A
$50K
8CWCROWN CASTLE INC COM
$49K
NKENIKE INC CL B
$49K
BWXTBWX TECHNOLOGIES INC COM
$49K
SBUXSTARBUCKS CORP COM
$48K
ULUNILEVER PLC SPON ADR NEW
$48K
ESTCELASTIC N V ORD SHS
$47K
RPGINVESCO S&P 500 PURE GROWTH ETF
$47K
KLACKLA CORP COM NEW
$47K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$45K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$45K
EQIXEQUINIX INC COM
$45K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$45K
IMGIAMGOLD CORP COM
$45K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$45K
XYZBLOCK INC CL A
$45K
KMBKIMBERLY-CLARK CORP COM
$44K
DC4DEXCOM INC COM
$44K
EMREMERSON ELEC CO COM
$44K
FICOFAIR ISAAC CORP COM
$44K
FTNTFORTINET INC COM
$44K
VTNINVESCO TR INVT GRADE NEW YORK COM
$44K
PAASPAN AMERN SILVER CORP COM
$43K
IIMINVESCO VALUE MUN INCOME TR COM
$43K
TFCTRUIST FINL CORP COM
$42K
DKNGDRAFTKINGS INC NEW COM CL A
$42K
MCHIISHARES MSCI CHINA ETF
$41K
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$41K
NVSNNOVARTIS AG SPONSORED ADR
$41K
GNLGLOBAL NET LEASE INC COM NEW
$41K
AVLVAVANTIS U.S. LARGE CAP VALUE ETF
$41K
PPTAPERPETUA RESOURCES CORP COM
$40K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$40K
TTENTOTALENERGIES SE SPONSORED ADS
$39K
ALABASTERA LABS INC COM
$39K
ABGCENCORA INC COM
$38K
AZNASTRAZENECA PLC SPONSORED ADR
$38K
AMZAINFRACAP MLP ETF
$38K
FNVFRANCO NEV CORP COM
$37K
CITCINTAS CORP COM
$37K
CPRTCOPART INC COM
$36K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$36K
AIGAMERICAN INTL GROUP INC COM NEW
$35K
AMATAPPLIED MATLS INC COM
$35K
MBBISHARES MBS ETF
$34K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$34K
ROKUROKU INC COM CL A
$33K
LULULULULEMON ATHLETICA INC COM
$33K
ARGXARGENX SE SPONSORED ADR
$33K
SOFISOFI TECHNOLOGIES INC COM
$33K
GEOSGEOSPACE TECHNOLOGIES CORP COM
$32K
DECKDECKERS OUTDOOR CORP COM
$32K
ITBISHARES U.S. HOME CONSTRUCTION ETF
$32K
DOCUDOCUSIGN INC COM
$31K
URIUNITED RENTALS INC COM
$31K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$31K
PAYXPAYCHEX INC COM
$30K
RITMRITHM CAPITAL CORP COM NEW
$30K
AGFIRST MAJESTIC SILVER CORP COM
$30K
PSKYPARAMOUNT SKYDANCE CORP COM CL B
$30K
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
$30K
HCAHCA HEALTHCARE INC COM
$30K
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