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
CARRCARRIER GLOBAL CORPORATION COM
$9K
VBRVANGUARD SMALL CAP VALUE ETF
$9K
PLDPROLOGIS INC. COM
$9K
NVDLGRANITESHARES 2X LONG NVDA DAILY ETF
$9K
DYHTARGET CORP COM
$9K
BXMTBLACKSTONE MTG TR INC COM CL A
$9K
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$9K
ABRARBOR REALTY TRUST INC COM
$9K
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
$9K
VOTVANGUARD MID-CAP GROWTH ETF
$8K
MOSMOSAIC CO NEW COM
$8K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$8K
AESAES CORP COM
$8K
MPCMARATHON PETE CORP COM
$8K
SOBOSOUTH BOW CORP COM
$8K
BGBUNGE GLOBAL SA COM SHS
$8K
CPNGCOUPANG INC CL A
$8K
FISFIDELITY NATL INFORMATION SVCS COM
$8K
ROSTROSS STORES INC COM
$8K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$8K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$8K
MQTBLACKROCK MUNIYIELD QUALITY FD COM
$8K
GLOCLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT
$8K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$7K
BBARRICK MNG CORP COM SHS
$7K
PBFPBF ENERGY INC CL A
$7K
UTHUNITED THERAPEUTICS CORP DEL COM
$7K
KKRKKR & CO INC COM
$7K
GWWWW GRAINGER INC COM
$7K
TWOTWO HBRS INVT CORP COM
$7K
EWEDWARDS LIFESCIENCES CORP COM
$7K
MTBM & T BK CORP COM
$7K
METMETLIFE INC COM
$7K
IHIISHARES U.S. MEDICAL DEVICES ETF
$7K
IPINTERNATIONAL PAPER CO COM
$7K
MFICMIDCAP FINANCIAL INVSTMNT CORP COM NEW
$7K
NNENANO NUCLEAR ENERGY INC COM
$7K
TRIPTRIPADVISOR INC COM
$7K
IWOISHARES RUSSELL 2000 GROWTH ETF
$7K
VBKVANGUARD SMALL-CAP GROWTH ETF
$7K
JMTGJPMORGAN MORTGAGE-BACKED SECURITIES ETF
$7K
CAGCONAGRA BRANDS INC COM
$7K
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$7K
BFHBREAD FINANCIAL HOLDINGS INC COM
$6K
PEOEXELON CORP COM
$6K
CAVACAVA GROUP INC COM
$6K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$6K
AVBAVALONBAY CMNTYS INC COM
$6K
GILGILDAN ACTIVEWEAR INC COM
$6K
AALAMERICAN AIRLS GROUP INC COM
$6K
OXYOCCIDENTAL PETE CORP COM
$6K
IWDISHARES RUSSELL 1000 VALUE ETF
$6K
CNMCORE & MAIN INC CL A
$6K
MATMATTEL INC COM
$6K
SCMSTELLUS CAP INVT CORP COM
$6K
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS
$6K
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$6K
AKROAKERO THERAPEUTICS INC COM
$6K
PFLTPENNANTPARK FLOATING RATE CAP COM
$6K
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
$6K
SYMSYMBOTIC INC CLASS A COM
$6K
CSXCSX CORP COM
$6K
TEAMATLASSIAN CORPORATION CL A
$6K
IWMISHARES RUSSELL 2000 ETF
$6K
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$6K
TLTISHARES 20 YEAR TREASURY BOND ETF
$5K
IONQIONQ INC COM
$5K
PFFRINFRACAP REIT PREFERRED ETF
$5K
CRONCRONOS GROUP INC COM
$5K
NBIXNEUROCRINE BIOSCIENCES INC COM
$5K
EWCISHARES MSCI CANADA ETF
$5K
GOODGLADSTONE COMMERCIAL CORP COM
$5K
DELLDELL TECHNOLOGIES INC CL C
$5K
MMM3M CO COM
$5K
IM8NINSMED INC COM PAR $.01
$5K
SHELSHELL PLC SPON ADS
$5K
EHEHANG HLDGS LTD ADS
$5K
ZTRVIRTUS TOTAL RETURN FD INC COM
$5K
NIONIO INC SPON ADS
$5K
CHECHEMED CORP NEW COM
$5K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$5K
ROPROPER TECHNOLOGIES INC COM
$5K
HESMHESS MIDSTREAM LP CL A SHS
$5K
RGENREPLIGEN CORP COM
$5K
KDPKEURIG DR PEPPER INC COM
$5K
RELYREMITLY GLOBAL INC COM
$4K
EPPISHARES MSCI PACIFIC EX-JAPAN ETF
$4K
CFLTCONFLUENT INC CLASS A COM
$4K
OVVOVINTIV INC COM
$4K
GMEDGLOBUS MED INC CL A
$4K
APTVAPTIV PLC COM SHS
$4K
EHCENCOMPASS HEALTH CORP COM
$4K
USARUSA RARE EARTH INC COM
$4K
FLRFLUOR CORP NEW COM
$4K
BRXBRIXMOR PPTY GROUP INC COM
$4K
QBTSD-WAVE QUANTUM INC COM
$4K
EXASEXACT SCIENCES CORP COM
$4K
SHLDGLOBAL X DEFENSE TECH ETF
$4K
MINDMIND TECHNOLOGY INC COM NEW
$4K
CPKCHESAPEAKE UTILS CORP COM
$4K
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