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
ORCC
Owl Rock Capital Corp

Financial Services
246
New
N/A
246 $3.06M
RGEN
Repligen Corp

Healthcare
18
New
$142.82 - $166.33 $2.57K - $2.99K
18 $2.95M
ACLX
Arcellx, Inc.

Healthcare
45
New
$82.03 - $91.09 $3.69K - $4.1K
45 $2.93M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
41
New
$70.3 - $73.05 $2.88K - $3K
41 $2.93M
ARKG
Ark Genomic Revolution ETF (De

ETFs
100
New
$26.89 - $33.6 $2.69K - $3.36K
100 $2.9M
Gsk PLC Sponsored Adr
59
New
N/A
59 $2.89M
MSCI
Msci Inc.

Financial Services
5
New
$533.34 - $593.76 $2.67K - $2.97K
5 $2.87M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
122
New
$18.04 - $21.83 $2.2K - $2.66K
122 $2.84M
TDOC
Teladoc Health, Inc.

Healthcare
400
New
$6.92 - $9.46 $2.77K - $3.78K
400 $2.8M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
25
New
$109.16 - $111.76 $2.73K - $2.79K
25 $2.79M
DOW
Dow Inc.

Basic Materials
119
New
$20.65 - $25.73 $2.46K - $3.06K
119 $2.78M
ROIV
Roivant Sciences Ltd.

Healthcare
124
New
$15.75 - $21.32 $1.95K - $2.64K
124 $2.69M
KEY
Keycorp

Financial Services
128
New
$16.78 - $18.63 $2.15K - $2.38K
128 $2.64M
ODV
Osisko Development Corp.

Basic Materials
750
New
$2.92 - $3.76 $2.19K - $2.82K
750 $2.62M
QBTS
D Wave Quantum Inc.

Technology
100
New
$23.39 - $43.06 $2.34K - $4.31K
100 $2.62M
Voyager Technologies Inc Com Cl A
100
New
N/A
100 $2.61M
CEVA
Ceva Inc

Technology
120
New
$24.57 - $30.66 $2.95K - $3.68K
120 $2.58M
DD
Du Pont De Nemours, Inc.

Basic Materials
63
New
$34.69 - $82.16 $2.19K - $5.18K
63 $2.53M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4
New
$506.07 - $566.91 $2.02K - $2.27K
4 $2.42M
CPNG
Coupang, Inc.

Consumer Cyclical
100
New
$28.22 - $32.56 $2.82K - $3.26K
100 $2.36M
NRDY
Nerdy Inc.

Technology
2.25K
New
$0.82 - $1.27 $1.84K - $2.86K
2.25K $2.34M
SBR
Sabine Royalty Trust

Energy
34
New
$66.97 - $79.48 $2.28K - $2.7K
34 $2.33M
KR
Kroger CO

Consumer Defensive
36
New
$63.15 - $69.15 $2.27K - $2.49K
36 $2.25M
AOA
Ishares Tr Core Aggressive All

ETFs
25
New
$86.51 - $90.12 $2.16K - $2.25K
25 $2.24M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
New
$426.99 - $455.46 $2.13K - $2.28K
5 $2.22M
MFC
Manulife Financial Corp

Financial Services
60
New
$31.41 - $34.43 $1.88K - $2.07K
60 $2.18M
DT
Dynatrace, Inc.

Technology
50
New
$46.06 - $50.95 $2.3K - $2.55K
50 $2.17M
IMO
Imperial Oil LTD

Energy
25
New
$84.68 - $98.93 $2.12K - $2.47K
25 $2.16M
QS
Quantum Scape Corp

Consumer Cyclical
200
New
$13.43 - $18.44 $2.69K - $3.69K
200 $2.08M
PLG
Platinum Group Metals LTD

Basic Materials
880
New
$1.89 - $3.15 $1.66K - $2.77K
880 $2.08M
AIT
Applied Industrial Technologies Inc

Industrials
8
New
$244.84 - $260.29 $1.96K - $2.08K
8 $2.05M
MCO
Moodys Corp

Financial Services
4
New
$468.56 - $495.08 $1.87K - $1.98K
4 $2.04M
OSIS
Osi Systems Inc

Technology
8
New
$241.5 - $286.96 $1.93K - $2.3K
8 $2.04M
TRV
Travelers Companies, Inc.

Financial Services
7
New
$261.57 - $287.42 $1.83K - $2.01K
7 $2.03M
ON
On Semiconductor Corp

Technology
37
New
$45.74 - $55.08 $1.69K - $2.04K
37 $2M
GIS
General Mills Inc

Consumer Defensive
43
New
$45.98 - $50.93 $1.98K - $2.19K
43 $2M
WRN
Western Copper & Gold Corp

Basic Materials
735
New
$1.9 - $2.5 $1.4K - $1.84K
735 $1.96M
Brookfield Corp Cl A LTD Vt Sh
42
New
N/A
42 $1.93M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
New
$191.03 - $210.0 $1.72K - $1.89K
9 $1.92M
SKE
Skeena Resources LTD

Basic Materials
80
New
$15.63 - $20.56 $1.25K - $1.64K
80 $1.9M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
21
New
N/A
21 $1.88M
DGRO
Ishares Core Dividend Growth E

ETFs
27
New
$66.93 - $69.17 $1.81K - $1.87K
27 $1.87M
DHI
Horton D R Inc

Consumer Cyclical
13
New
$142.43 - $174.95 $1.85K - $2.27K
13 $1.87M
VGLT
Vanguard Long Term Treasury Et

ETFs
33
New
$56.44 - $58.38 $1.86K - $1.93K
33 $1.84M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
29
New
$71.33 - $86.27 $2.07K - $2.5K
29 $1.77M
KBR
Kbr, Inc.

Industrials
44
New
$41.51 - $47.77 $1.83K - $2.1K
44 $1.77M
THS
Tree House Foods, Inc.

Consumer Defensive
75
New
$17.84 - $23.86 $1.34K - $1.79K
75 $1.77M
VOX
Vanguard Communication Service

ETFs
9
New
$180.26 - $190.8 $1.62K - $1.72K
9 $1.74M
HLN
Haleon PLC

Healthcare
172
New
$8.79 - $9.9 $1.51K - $1.7K
172 $1.74M
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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