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
BPOP
Popular, Inc.

Financial Services
3.47K
New
$109.24 - $127.05 $379K - $441K
3.47K $432M
SLV
I Shares Silver Trust

ETFs
6.68K
New
$42.4 - $49.17 $283K - $328K
6.68K $430M
MRK
Merck & Co., Inc.

Healthcare
4.04K
New
$82.49 - $92.93 $333K - $375K
4.04K $425M
UBER
Uber Technologies, Inc

Technology
5.15K
New
$91.62 - $100.1 $472K - $516K
5.15K $421M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.51K
New
$55.57 - $63.17 $417K - $474K
7.51K $404M
NOC
Northrop Grumman Corp

Industrials
706
New
$558.0 - $637.95 $394K - $450K
706 $403M
GD
General Dynamics Corp

Industrials
1.19K
New
$330.59 - $353.77 $393K - $421K
1.19K $400M
IVV
Ishares Core S&P 500 ETF

ETFs
582
New
$656.2 - $690.71 $382K - $402K
582 $399M
APH
Amphenol Corp

Technology
2.9K
New
$121.7 - $143.85 $352K - $417K
2.9K $391M
Goldman Sachs S&P 500 Premium Income ETF
7.28K
New
N/A
7.28K $385M
HGER
Harbor ETF Tr All Weather Infl
14.6K
New
$25.61 - $27.12 $374K - $396K
14.6K $362M
ACN
Accenture PLC

Technology
1.35K
New
$234.02 - $253.35 $316K - $342K
1.35K $362M
ABT
Abbott Laboratories

Healthcare
2.85K
New
$123.62 - $134.59 $352K - $383K
2.85K $357M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.43K
New
N/A
3.43K $355M
CI
Cigna Corp

Healthcare
1.27K
New
$244.41 - $311.0 $310K - $394K
1.27K $349M
TMO
Thermo Fisher Scientific Inc.

Healthcare
588
New
$524.58 - $588.02 $308K - $346K
588 $341M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.36K
New
$237.56 - $271.47 $323K - $369K
1.36K $336M
CRDO
Credo Technology Group Holding LTD

Technology
2.33K
New
$129.75 - $187.62 $303K - $438K
2.33K $336M
Ge Vernova Inc Com
500
New
N/A
500 $327M
RSG
Republic Services, Inc.

Industrials
1.53K
New
$204.12 - $227.29 $313K - $348K
1.53K $324M
CVX
Chevron Corp

Energy
2.12K
New
$148.9 - $157.72 $316K - $335K
2.12K $324M
XEL
Xcel Energy Inc

Utilities
4.32K
New
$79.6 - $81.85 $344K - $353K
4.32K $319M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.96K
New
$132.29 - $144.78 $259K - $283K
1.96K $307M
CMCSA
Comcast Corp

Communication Services
10K
New
$26.98 - $31.09 $271K - $312K
10K $300M
TTWO
Take Two Interactive Software Inc

Communication Services
1.17K
New
$232.0 - $262.29 $271K - $307K
1.17K $299M
HOOD
Robinhood Markets, Inc.

Technology
2.63K
New
$121.53 - $152.46 $320K - $401K
2.63K $297M
IR
Ingersoll Rand Inc.

Industrials
3.73K
New
$75.47 - $84.18 $281K - $314K
3.73K $295M
BFB
Brown Forman Corp Cl B
11.2K
New
N/A
11.2K $293M
AVAV
Aero Vironment Inc

Industrials
1.19K
New
$291.21 - $409.83 $347K - $488K
1.19K $288M
MUB
Ishares National Muni Bond ETF

ETFs
2.64K
New
$106.36 - $107.61 $281K - $284K
2.64K $283M
ADBE
Adobe Inc.

Technology
796
New
$325.07 - $359.91 $259K - $286K
796 $279M
EOG
Eog Resources Inc

Energy
2.58K
New
$105.0 - $111.92 $271K - $289K
2.58K $271M
DLR
Digital Realty Trust, Inc.

Real Estate
1.71K
New
$158.11 - $179.28 $270K - $307K
1.71K $265M
Coreweave Inc Com Cl A
3.68K
New
N/A
3.68K $263M
CMS
Cms Energy Corp

Utilities
3.77K
New
$71.83 - $75.31 $271K - $284K
3.77K $263M
CDNS
Cadence Design Systems Inc

Technology
803
New
$314.93 - $353.36 $253K - $284K
803 $251M
AMT
American Tower Corp

Real Estate
1.42K
New
$176.64 - $193.32 $251K - $275K
1.42K $249M
SAN
Banco Santander, S.A.

Financial Services
20.7K
New
$9.65 - $11.03 $199K - $228K
20.7K $242M
SYY
Sysco Corp

Consumer Defensive
3.25K
New
$72.9 - $83.27 $237K - $271K
3.25K $240M
PPG
Ppg Industries Inc

Basic Materials
2.3K
New
$94.92 - $105.45 $219K - $243K
2.3K $236M
VTI
Vanguard Total Stock Market Et

ETFs
699
New
$321.8 - $337.95 $225K - $236K
699 $234M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
298
New
$557.73 - $694.99 $166K - $207K
298 $230M
AROC
Archrock, Inc.

Energy
8.8K
New
$23.51 - $25.87 $207K - $228K
8.8K $229M
XLE
Energy Sector Spdr

ETFs
5.09K
New
$85.22 - $92.02 $434K - $468K
5.09K $228M
MSTR
Microstrategy Inc

Technology
1.47K
New
$199.75 - $359.69 $294K - $530K
1.47K $224M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.11K
New
$191.01 - $199.18 $211K - $220K
1.11K $220M
EPD
Enterprise Products Partners L.P.

Energy
6.66K
New
$30.19 - $32.26 $201K - $215K
6.66K $213M
DIS
Walt Disney CO

Communication Services
1.86K
New
$105.69 - $116.65 $196K - $217K
1.86K $211M
PH
Parker Hannifin Corp

Industrials
235
New
$716.66 - $857.93 $168K - $202K
235 $207M
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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