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
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$45K
IMGIAMGOLD CORP COM
$45K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$45K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$45K
XYZBLOCK INC CL A
$45K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$45K
EMREMERSON ELEC CO COM
$44K
DC4DEXCOM INC COM
$44K
KMBKIMBERLY-CLARK CORP COM
$44K
FTNTFORTINET INC COM
$44K
VTNINVESCO TR INVT GRADE NEW YORK COM
$44K
FICOFAIR ISAAC CORP 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
AVLVAVANTIS U.S. LARGE CAP VALUE ETF
$41K
NVSNNOVARTIS AG SPONSORED ADR
$41K
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$41K
GNLGLOBAL NET LEASE INC COM NEW
$41K
MCHIISHARES MSCI CHINA 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
AZNASTRAZENECA PLC SPONSORED ADR
$38K
ABGCENCORA INC COM
$38K
AMZAINFRACAP MLP ETF
$38K
CITCINTAS CORP COM
$37K
FNVFRANCO NEV CORP COM
$37K
CPRTCOPART INC COM
$36K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$36K
AMATAPPLIED MATLS INC COM
$35K
AIGAMERICAN INTL GROUP INC COM NEW
$35K
MBBISHARES MBS ETF
$34K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$34K
ARGXARGENX SE SPONSORED ADR
$33K
LULULULULEMON ATHLETICA INC COM
$33K
ROKUROKU INC COM CL A
$33K
SOFISOFI TECHNOLOGIES INC COM
$33K
GEOSGEOSPACE TECHNOLOGIES CORP COM
$32K
DECKDECKERS OUTDOOR CORP COM
$32K
ITBISHARES U.S. HOME CONSTRUCTION ETF
$32K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$31K
URIUNITED RENTALS INC COM
$31K
DOCUDOCUSIGN INC COM
$31K
HCAHCA HEALTHCARE INC COM
$30K
RITMRITHM CAPITAL CORP COM NEW
$30K
AGFIRST MAJESTIC SILVER CORP COM
$30K
PAYXPAYCHEX INC COM
$30K
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
$30K
PSKYPARAMOUNT SKYDANCE CORP COM CL B
$30K
TSCOTRACTOR SUPPLY CO COM
$30K
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$30K
ASTSAST SPACEMOBILE INC COM CL A
$29K
ELDELDORADO GOLD CORP NEW COM
$28K
OLEDUNIVERSAL DISPLAY CORP COM
$28K
IFRAISHARES U.S. INFRASTRUCTURE ETF
$28K
MDGLMADRIGAL PHARMACEUTICALS INC COM
$28K
QQQJINVESCO NASDAQ NEXT GEN 100 ETF
$28K
EDCONSOLIDATED EDISON INC COM
$27K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$27K
OXLCOXFORD LANE CAP CORP COM
$27K
VBVANGUARD SMALL-CAP ETF
$27K
ACGLARCH CAP GROUP LTD ORD
$27K
CNCCENTENE CORP DEL COM
$27K
LENLENNAR CORP CL A
$26K
MGKVANGUARD MEGA CAP GROWTH ETF
$26K
DYT1DYNEX CAP INC COM
$26K
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
$25K
ABNBAIRBNB INC COM CL A
$25K
PSECPROSPECT CAP CORP COM
$25K
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF
$25K
LVLNSTATE STREET SPDR S&P REGIONAL BANKING ETF
$25K
CECOCECO ENVIRONMENTAL CORP COM
$25K
XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
$25K
RJFRAYMOND JAMES FINL INC COM
$24K
CVNACARVANA CO CL A
$24K
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN
$24K
BBJPJPMORGAN BETABUILDERS JAPAN ETF
$24K
CLHCLEAN HARBORS INC COM
$23K
CVECENOVUS ENERGY INC COM
$23K
VOVANGUARD MID-CAP ETF
$23K
ZSZSCALER INC COM
$23K
VTVVANGUARD VALUE ETF
$22K
OREALTY INCOME CORP COM
$22K
GLWCORNING INC COM
$22K
MARMARRIOTT INTL INC NEW CL A
$22K
IEPICAHN ENTERPRISES LP DEPOSITARY UNIT
$21K
SCVLSHOE CARNIVAL INC COM
$21K
AEMAGNICO EAGLE MINES LTD COM
$21K
ARKKARK INNOVATION ETF
$21K
SNYSANOFI SA SPONSORED ADR
$21K
PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF
$21K
FSLRFIRST SOLAR INC COM
$20K
RMBS*RAMBUS INC DEL COM
$20K
LACLITHIUM AMERS CORP NEW COM SHS
$20K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$20K
VRTXVERTEX PHARMACEUTICALS INC COM
$20K
LNGCHENIERE ENERGY INC COM NEW
$19K
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