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
OPK
Opko Health, Inc.

Healthcare
8.4K
New
$1.28 - $1.58 $10.8K - $13.3K
8.4K $10.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
75
New
$136.84 - $145.3 $10.3K - $10.9K
75 $10.3M
IEMG
Ishares Inc

ETFs
152
New
N/A
152 $10.2M
SJM
J M Smucker CO

Consumer Defensive
104
New
$101.21 - $110.3 $10.5K - $11.5K
104 $10.2M
THC
Tenet Healthcare Corp

Healthcare
51
New
$189.58 - $216.17 $9.67K - $11K
51 $10.1M
PRLB
Proto Labs Inc

Industrials
200
New
$48.23 - $55.27 $9.65K - $11.1K
200 $10.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
56
New
$169.53 - $176.53 $9.49K - $9.89K
56 $9.93M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
138
New
$74.62 - $78.21 $10.3K - $10.8K
138 $9.86M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
515
New
$17.81 - $18.82 $9.17K - $9.69K
515 $9.85M
VRT
Vertiv Holdings CO

Industrials
60
New
N/A
60 $9.72M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.78K
New
$5.42 - $5.8 $9.64K - $10.3K
1.78K $9.62M
VBR
Vanguard Small Cap Value ETF

ETFs
45
New
$201.42 - $211.15 $9.06K - $9.5K
45 $9.53M
AES
Aes Corp

Utilities
660
New
$13.44 - $15.37 $8.87K - $10.1K
660 $9.46M
UTHR
United Therapeutics Corp

Healthcare
19
New
$415.34 - $466.4 $7.89K - $8.86K
19 $9.26M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
191
New
$46.96 - $49.73 $8.97K - $9.5K
191 $9.19M
EXAS
Exact Sciences Corp

Healthcare
90
New
$56.19 - $69.63 $5.06K - $6.27K
90 $9.14M
STE
Steris PLC

Healthcare
36
New
$235.48 - $267.99 $8.48K - $9.65K
36 $9.13M
Usa Rare Earth Inc Com
767
New
N/A
767 $9.13M
ELV
Elevance Health, Inc.

Healthcare
26
New
$303.78 - $362.34 $7.9K - $9.42K
26 $9.11M
LHX
L3 Harris Technologies, Inc.

Industrials
31
New
$283.87 - $306.76 $8.8K - $9.51K
31 $9.1M
GWW
W.W. Grainger, Inc.

Industrials
9
New
$926.21 - $979.0 $8.34K - $8.81K
9 $9.08M
PRGO
Perrigo CO PLC

Healthcare
642
New
$13.78 - $22.51 $8.85K - $14.5K
642 $8.93M
CRVL
Corvel Corp

Financial Services
132
New
$70.58 - $77.55 $9.32K - $10.2K
132 $8.93M
Bunge Global Sa Com Shs
100
New
N/A
100 $8.91M
PODD
Insulet Corp

Healthcare
31
New
$305.98 - $336.84 $9.49K - $10.4K
31 $8.81M
Graniteshares 2 X Long Nvda Daily ETF
100
New
N/A
100 $8.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
100
New
$79.54 - $88.08 $7.95K - $8.81K
100 $8.74M
ITOT
Ishares Core S&P Total U.S. St

ETFs
58
New
$142.79 - $150.05 $8.28K - $8.7K
58 $8.62M
SE
Sea LTD

Consumer Cyclical
67
New
$140.04 - $192.69 $9.38K - $12.9K
67 $8.55M
KKR
Kkr & Co. Inc.

Financial Services
67
New
$117.52 - $127.65 $7.87K - $8.55K
67 $8.54M
GLO
Clough Global Opportunities Fund

Financial Services
1.5K
New
$5.59 - $5.86 $8.4K - $8.81K
1.5K $8.51M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
839
New
$9.99 - $10.25 $8.38K - $8.6K
839 $8.43M
VOT
Vanguard Mid Cap Growth Index

ETFs
30
New
$279.76 - $298.12 $8.39K - $8.94K
30 $8.37M
Two Hbrs Invt Corp Com
797
New
N/A
797 $8.37M
CSGP
Costar Group, Inc.

Real Estate
122
New
$67.23 - $84.8 $8.2K - $10.3K
122 $8.2M
BFH
Bread Financial Holdings, Inc.

Financial Services
110
New
$54.08 - $66.26 $5.95K - $7.29K
110 $8.14M
SYM
Symbotic Inc.

Financial Services
136
New
$58.1 - $81.83 $7.9K - $11.1K
136 $8.09M
BBAX
J P Morgan Betabuilders Develo

ETFs
142
New
$55.14 - $57.46 $7.83K - $8.16K
142 $8M
WES
Western Midstream Partners, LP

Energy
200
New
$37.26 - $39.65 $7.45K - $7.93K
200 $7.9M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
126
New
$58.83 - $63.18 $7.41K - $7.96K
126 $7.83M
Jpmorgan Mortgage Backed Securities ETF
153
New
N/A
153 $7.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
25
New
$291.71 - $309.36 $7.29K - $7.73K
25 $7.55M
MET
Metlife Inc

Financial Services
95
New
$75.97 - $82.89 $7.22K - $7.87K
95 $7.5M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
801
New
$8.43 - $9.33 $6.75K - $7.47K
801 $7.43M
Mind Technology Inc Com New
842
New
N/A
842 $7.4M
RCAT
Red Cat Holdings, Inc.

Technology
910
New
$7.12 - $15.64 $6.48K - $14.2K
910 $7.22M
EW
Edwards Lifesciences Corp

Healthcare
84
New
$72.65 - $86.3 $6.1K - $7.25K
84 $7.16M
IWD
Ishares Russell 1000 Val ETF

ETFs
34
New
$199.44 - $208.01 $6.78K - $7.07K
34 $7.15M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
22
New
$310.75 - $335.0 $6.84K - $7.37K
22 $7.11M
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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