Aventura Private Wealth, LLC Purchases in Q4 2025

Aventura Private Wealth, LLC

  • $278 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
40
New
$423.47 - $491.22 $16.9K - $19.6K
40 $15.9M
PCOR
Procore Technologies, Inc.

Technology
217
New
$69.59 - $79.6 $15.1K - $17.3K
217 $15.8M
ASND
Ascendis Pharma A/S

Healthcare
74
New
$196.01 - $214.77 $14.5K - $15.9K
74 $15.8M
DTE
Dte Energy CO

Utilities
121
New
$133.44 - $143.32 $16.1K - $17.3K
121 $15.6M
IYJ
Ishares Tr

ETFs
105
New
$142.48 - $148.68 $15K - $15.6K
105 $15.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
306
New
$50.24 - $50.4 $15.4K - $15.4K
306 $15.4M
Lithium Amers Corp New Com Shs
3.53K
New
N/A
3.53K $15.4M
HUBS
Hubspot Inc

Technology
38
New
$386.35 - $494.58 $14.7K - $18.8K
38 $15.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
570
New
$25.2 - $26.46 $14.4K - $15.1K
570 $15M
EXPE
Expedia Group, Inc.

Consumer Cyclical
52
New
$210.33 - $273.65 $10.9K - $14.2K
52 $14.7M
Fortuna Mng Corp Com New
1.5K
New
N/A
1.5K $14.7M
ESTC
Elastic N.V.

Technology
194
New
$80.19 - $94.47 $15.6K - $18.3K
194 $14.6M
OKTA
Okta, Inc.

Technology
166
New
$83.76 - $94.92 $13.9K - $15.8K
166 $14.4M
EWJ
Ishares Msci Japan ETF

ETFs
177
New
$78.36 - $84.34 $13.9K - $14.9K
177 $14.3M
CVE
Cenovus Energy Inc.

Energy
839
New
$16.57 - $18.27 $13.9K - $15.3K
839 $14.2M
LNG
Cheniere Energy, Inc.

Energy
73
New
$205.63 - $235.74 $15K - $17.2K
73 $14.2M
KGC
Kinross Gold Corp

Basic Materials
500
New
$22.47 - $27.58 $11.2K - $13.8K
500 $14.1M
BCE
Bce Inc

Communication Services
590
New
$22.29 - $24.26 $13.2K - $14.3K
590 $14.1M
DX
Dynex Capital Inc

Real Estate
1K
New
$12.48 - $13.73 $12.5K - $13.7K
1K $14M
EBAY
Ebay Inc

Consumer Cyclical
160
New
$80.85 - $99.58 $12.9K - $15.9K
160 $13.9M
WELL
Welltower Inc.

Real Estate
75
New
$165.94 - $193.82 $12.4K - $14.5K
75 $13.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
593
New
$23.04 - $23.36 $13.7K - $13.9K
593 $13.7M
BSM
Black Stone Minerals, L.P.

Energy
1K
New
$12.42 - $13.76 $12.4K - $13.8K
1K $13.3M
VHT
Vanguard Health Care ETF

ETFs
46
New
$264.7 - $283.93 $12.2K - $13.1K
46 $13.2M
CHWY
Chewy, Inc.

Consumer Cyclical
398
New
$32.82 - $39.54 $13.1K - $15.7K
398 $13.2M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
908
New
$13.49 - $14.59 $12.2K - $13.2K
908 $12.9M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.17K
New
$9.69 - $10.33 $11.3K - $12.1K
1.17K $12.8M
Frontline PLC Com
574
New
N/A
574 $12.5M
VGSH
Vanguard

ETFs
212
New
$58.64 - $58.96 $12.4K - $12.5K
212 $12.5M
FCG
First Tr Exchange Traded Fd

ETFs
529
New
$21.95 - $24.13 $11.6K - $12.8K
529 $12.4M
PCG
Pg&E Corp

Utilities
759
New
$15.63 - $16.81 $11.9K - $12.8K
759 $12.2M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
500
New
$23.57 - $24.85 $11.8K - $12.4K
500 $12.1M
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.5K
New
$7.81 - $8.21 $11.7K - $12.3K
1.5K $12M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
300
New
$38.43 - $41.39 $11.5K - $12.4K
300 $12M
E
Eni Spa

Energy
315
New
$34.03 - $38.22 $10.7K - $12K
315 $12M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
247
New
$44.68 - $47.47 $11K - $11.7K
247 $11.6M
ITW
Illinois Tool Works Inc

Industrials
47
New
$242.03 - $260.73 $11.4K - $12.3K
47 $11.6M
NTAP
Net App, Inc.

Technology
107
New
$109.44 - $121.82 $11.7K - $13K
107 $11.5M
AXTI
Axt Inc

Technology
700
New
$4.03 - $10.98 $2.82K - $7.69K
700 $11.4M
Barrick Mng Corp Com Shs
262
New
N/A
262 $11.4M
BR
Broadridge Financial Solutions, Inc.

Technology
51
New
$217.49 - $236.9 $11.1K - $12.1K
51 $11.4M
LYB
Lyondell Basell Industries N.V.

Basic Materials
258
New
$42.38 - $49.47 $10.9K - $12.8K
258 $11.2M
JGRO
J P Morgan Exchange Traded Fd
120
New
N/A
120 $11.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
524
New
$20.85 - $21.86 $10.9K - $11.5K
524 $10.9M
TGT
Target Corp

Consumer Defensive
110
New
$85.53 - $97.77 $9.41K - $10.8K
110 $10.8M
TDY
Teledyne Technologies Inc

Technology
21
New
$501.23 - $593.62 $10.5K - $12.5K
21 $10.7M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
314
New
$32.86 - $33.99 $10.3K - $10.7K
314 $10.7M
Or Royalties Inc. Com Shs
300
New
N/A
300 $10.6M
KD
Kyndryl Holdings, Inc.

Technology
399
New
$25.59 - $30.63 $10.2K - $12.2K
399 $10.6M
Activity Summary
Buys All Purchases 859 New Holdings 859 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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