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
HPE
Hewlett Packard Enterprise CO

Technology
40
New
$22.5 - $26.25 $900 - $1.05K
40 $961K
Tilray Brands Inc Com
105
New
N/A
105 $952K
ES
Eversource Energy

Utilities
14
New
$70.59 - $74.88 $988 - $1.05K
14 $943K
TRGP
Targa Resources Corp.

Energy
5
New
$146.3 - $173.23 $732 - $866
5 $923K
EPAC
Enerpac Tool Group Corp

Industrials
24
New
$38.64 - $42.49 $927 - $1.02K
24 $918K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
10
New
$88.26 - $94.73 $883 - $947
10 $900K
TRU
Trans Union

Industrials
10
New
$73.51 - $85.6 $735 - $856
10 $858K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
20
New
$42.66 - $43.29 $853 - $866
20 $857K
HAL
Halliburton CO

Energy
30
New
$21.82 - $28.06 $655 - $842
30 $848K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
45
New
$18.77 - $18.93 $845 - $852
45 $848K
CHD
Church & Dwight CO Inc

Consumer Defensive
10
New
$81.8 - $90.01 $818 - $900
10 $839K
CELH
Celsius Holdings, Inc.

Consumer Defensive
18
New
$41.52 - $64.86 $747 - $1.17K
18 $823K
SJNK
Spdr Bloomberg Short Term High

ETFs
32
New
$25.2 - $25.57 $806 - $818
32 $810K
RJF
Raymond James Financial Inc

Financial Services
5
New
$158.05 - $167.64 $790 - $838
5 $803K
BRO
Brown & Brown, Inc.

Financial Services
10
New
$76.42 - $95.96 $764 - $960
10 $797K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4
New
$211.58 - $234.2 $846 - $937
4 $792K
STT
State Street Corp

Financial Services
6
New
$111.0 - $121.11 $666 - $727
6 $774K
UDR
Udr, Inc.

Real Estate
20
New
$33.56 - $36.92 $671 - $738
20 $734K
WSM
Williams Sonoma Inc

Consumer Cyclical
4
New
$181.45 - $199.63 $726 - $799
4 $714K
ALB
Albemarle Corp

Basic Materials
5
New
$84.47 - $115.14 $422 - $576
5 $707K
MAA
Mid America Apartment Communities Inc.

Real Estate
5
New
$126.28 - $138.0 $631 - $690
5 $695K
HIG
Hartford Financial Services Group, Inc.

Financial Services
5
New
$122.36 - $133.85 $612 - $669
5 $689K
LDI
Loan Depot, Inc.

Financial Services
332
New
$2.55 - $3.58 $847 - $1.19K
332 $687K
A
Agilent Technologies, Inc.

Healthcare
5
New
$136.62 - $151.52 $683 - $758
5 $680K
BXP
Boston Properties Inc

Real Estate
10
New
$69.37 - $76.32 $694 - $763
10 $675K
Hesai Group Sponsored Ads
30
New
N/A
30 $672K
DG
Dollar General Corp

Consumer Defensive
5
New
$95.94 - $106.44 $480 - $532
5 $664K
CTRA
Coterra Energy Inc.

Energy
25
New
$22.58 - $26.79 $565 - $670
25 $658K
BIDU
Baidu, Inc.

Communication Services
5
New
$116.0 - $144.91 $580 - $725
5 $653K
PAGP
Plains Gp Holdings LP

Energy
34
New
$16.85 - $18.3 $573 - $622
34 $651K
CSL
Carlisle Companies Inc

Industrials
2
New
$306.54 - $340.49 $613 - $681
2 $640K
PLD
Prologis, Inc.

Real Estate
5
New
$111.23 - $127.18 $556 - $636
5 $638K
ADSK
Autodesk, Inc.

Technology
2
New
N/A
2 $592K
PHM
Pultegroup Inc

Consumer Cyclical
5
New
$118.23 - $137.61 $591 - $688
5 $586K
FLCA
Franklin Templeton ETF Tr

ETFs
12
New
$44.58 - $46.36 $535 - $556
12 $580K
MEDP
Medpace Holdings, Inc.

Healthcare
1
New
$501.22 - $605.2 $501 - $605
1 $562K
CTVA
Corteva, Inc.

Basic Materials
8
New
$61.0 - $66.48 $488 - $532
8 $536K
HUM
Humana Inc

Healthcare
2
New
$236.74 - $298.04 $473 - $596
2 $512K
TROW
Price T Rowe Group Inc

Financial Services
5
New
$101.07 - $106.13 $505 - $531
5 $512K
CLX
Clorox CO

Consumer Defensive
5
New
$103.68 - $123.19 $518 - $616
5 $504K
Veralto Corp Com Shs
5
New
N/A
5 $499K
Desktop Metal Inc Com Cl A
100
New
N/A
100 $496K
Fundamental Global Inc Com New
180
New
N/A
180 $495K
INCY
Incyte Corp

Healthcare
5
New
$83.8 - $108.26 $419 - $541
5 $494K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
21
New
$18.64 - $27.27 $391 - $573
21 $491K
AMP
Ameriprise Financial Inc

Financial Services
1
New
$440.8 - $497.79 $441 - $498
1 $490K
NDAQ
Nasdaq, Inc.

Financial Services
5
New
$85.42 - $91.4 $427 - $457
5 $486K
Solventum Corp Com Shs
6
New
N/A
6 $475K
ROP
Roper Technologies Inc

Industrials
1
New
$443.27 - $520.0 $443 - $520
1 $445K
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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