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)

#StockSharesValue% PortfolioType
101
EFAISHARES MSCI EAFE ETF
4,387$409K0.15%
102
CRWVCOREWEAVE INC COM CL A
2,944$402K0.15%
103
FQIDIGITAL RLTY TR INC COM
2,285$395K0.15%
104
IVVISHARES CORE S&P 500 ETF
582$389K0.14%
105
GPIXGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
7,284$380K0.14%
106
ABTABBOTT LABS COM
2,811$376K0.14%
107
LRCXLAM RESEARCH CORP COM NEW
2,790$373K0.14%
108
PFEPFIZER INC COM
14,579$371K0.14%
109
APDAIR PRODS & CHEMS INC COM
1,359$370K0.14%
110
MRKMERCK & CO INC COM
4,417$370K0.14%
111
CITHE CIGNA GROUP COM
1,268$365K0.13%
112
DOVDOVER CORP COM
2,154$359K0.13%
113
IRINGERSOLL RAND INC COM
4,309$356K0.13%
114
JPXAEROVIRONMENT INC COM
1,123$353K0.13%
115
XELXCEL ENERGY INC COM
4,363$351K0.13%
116
RSGREPUBLIC SVCS INC COM
1,526$350K0.13%
117
RCLROYAL CARIBBEAN GROUP COM
1,069$345K0.13%
118
BLNKBLINK CHARGING CO COM
210,000$344K0.13%
119
MOATVANECK MORNINGSTAR WIDE MOAT ETF
3,426$339K0.13%
120
AMTAMERICAN TOWER CORP NEW COM
1,756$337K0.12%
121
ADBEADOBE INC COM
950$335K0.12%
122
CVXCHEVRON CORP NEW COM
2,142$332K0.12%
123
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
2,273$330K0.12%
124
ACNACCENTURE PLC IRELAND SHS CLASS A
1,337$329K0.12%
125
SMRNUSCALE PWR CORP CL A COM
8,982$323K0.12%
126
ODFLOLD DOMINION FREIGHT LINE INC COM
2,293$322K0.12%
127
CMCSACOMCAST CORP NEW CL A
10,012$314K0.12%
128
APHAMPHENOL CORP NEW CL A
2,476$306K0.11%
129
BF/BBROWN FORMAN CORP CL B
11,336$306K0.11%
130
MUMICRON TECHNOLOGY INC COM
1,832$306K0.11%
131
GEVGE VERNOVA INC COM
492$302K0.11%
132
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
1,168$301K0.11%
133
EOGEOG RES INC COM
2,579$289K0.11%
134
TMOTHERMO FISHER SCIENTIFIC INC COM
590$286K0.11%
135
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
1,596$285K0.11%
136
MUBISHARES NATIONAL MUNI BOND ETF
2,641$281K0.10%
137
CDNSCADENCE DESIGN SYSTEM INC COM
801$281K0.10%
138
CMSCMS ENERGY CORP COM
3,766$275K0.10%
139
FISVFISERV INC COM
2,086$268K0.10%
140
SYYSYSCO CORP COM
3,247$267K0.10%
141
BACVERIZON COMMUNICATIONS INC COM
5,736$252K0.09%
142
SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
2,217$244K0.09%
143
PPGPPG INDS INC COM
2,297$241K0.09%
144
VSTVISTRA CORP COM
1,214$237K0.09%
145
EPDENTERPRISE PRODS PARTNERS L P COM
7,434$232K0.09%
146
QQQINEOS NASDAQ 100 HIGH INCOME ETF
4,264$231K0.09%
147
AROCARCHROCK INC COM
8,802$231K0.09%
148
VTIVANGUARD TOTAL STOCK MARKET ETF
699$229K0.08%
149
SLVISHARES SILVER TRUST
5,425$229K0.08%
150
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF
2,543$227K0.08%
151
CHKPCHECK POINT SOFTWARE TECH LTD ORD
1,073$222K0.08%
152
LMTLOCKHEED MARTIN CORP COM
438$218K0.08%
153
SANBANCO SANTANDER SA ADR
20,665$216K0.08%
154
QUALISHARES MSCI USA QUALITY FACTOR ETF
1,106$215K0.08%
155
AXONAXON ENTERPRISE INC COM
300$215K0.08%
156
EHIWESTERN ASSET GBL HIGH INC FD COM
31,681$209K0.08%
157
REGNREGENERON PHARMACEUTICALS COM
354$199K0.07%
158
WMBWILLIAMS COS INC COM
3,086$195K0.07%
159
SNOWSNOWFLAKE INC COM SHS
864$194K0.07%
160
SNPSSYNOPSYS INC COM
392$193K0.07%
161
ORLYOREILLY AUTOMOTIVE INC COM
1,781$192K0.07%
162
DISDISNEY WALT CO COM
1,678$192K0.07%
163
OBDCBLUE OWL CAPITAL CORPORATION COM
14,768$188K0.07%
164
OHIOMEGA HEALTHCARE INVS INC COM
4,415$186K0.07%
165
PHPARKER-HANNIFIN CORP COM
234$177K0.07%
166
UALUNITED AIRLS HLDGS INC COM
1,820$175K0.06%
167
WDAYWORKDAY INC CL A
715$172K0.06%
168
DASHDOORDASH INC CL A
629$171K0.06%
169
NVONOVO-NORDISK A S ADR
3,074$170K0.06%
170
MLB1MERCADOLIBRE INC COM
73$170K0.06%
171
BXBLACKSTONE INC COM
994$169K0.06%
172
TAT&T INC COM
5,960$168K0.06%
173
HOODROBINHOOD MKTS INC COM CL A
1,173$167K0.06%
174
SDYSTATE STREET SPDR S&P DIVIDEND ETF
1,188$166K0.06%
175
ARMARM HOLDINGS PLC SPONSORED ADS
1,168$165K0.06%
176
MOALTRIA GROUP INC COM
2,416$159K0.06%
177
SHYISHARES 1-3 YEAR TREASURY BOND ETF
1,904$157K0.06%
178
DHRDANAHER CORPORATION COM
785$155K0.06%
179
GPIQGOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
2,828$148K0.05%
180
GSGOLDMAN SACHS GROUP INC COM
186$148K0.05%
181
TRVCCITIGROUP INC COM NEW
1,431$145K0.05%
182
NDQINVESCO QQQ TRUST SERIES I
242$145K0.05%
183
NUNU HLDGS LTD ORD SHS CL A
8,895$142K0.05%
184
TTTRANE TECHNOLOGIES PLC SHS
330$139K0.05%
185
CBCHUBB LIMITED COM
487$137K0.05%
186
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
1,488$135K0.05%
187
NBISNEBIUS GROUP N.V. SHS CLASS A
1,210$135K0.05%
188
DRDDRDGOLD LIMITED SPON ADR REPSTG
4,876$134K0.05%
189
FOXAFOX CORP CL A COM
2,095$132K0.05%
190
SHWSHERWIN WILLIAMS CO COM
381$131K0.05%
191
MPWRMONOLITHIC PWR SYS INC COM
142$130K0.05%
192
DUKDUKE ENERGY CORP NEW COM NEW
1,058$130K0.05%
193
IVWISHARES S&P 500 GROWTH ETF
1,064$128K0.05%
194
CMGCHIPOTLE MEXICAN GRILL INC COM
3,251$127K0.05%
195
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
2,521$124K0.05%
196
TPRTAPESTRY INC COM
1,100$124K0.05%
197
MRVLMARVELL TECHNOLOGY INC COM
1,479$124K0.05%
198
NRANRG ENERGY INC COM NEW
770$124K0.05%
199
JBLJABIL INC COM
562$122K0.04%
200
ANETARISTA NETWORKS INC COM SHS
838$122K0.04%
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