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
VGT
Vanguard Information Technolog

ETFs
152
New
$736.33 - $801.52 $112K - $122K
152 $115M
DUK
Duke Energy Corp

Utilities
968
New
$121.57 - $129.03 $118K - $125K
968 $114M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
27.2K
New
$4.18 - $4.38 $114K - $119K
27.2K $113M
FSK
Fs Kkr Capital Corp

Financial Services
7.61K
New
$14.16 - $15.65 $108K - $119K
7.61K $113M
XLC
Select Sector Spdr Tr Communic

ETFs
948
New
$111.33 - $117.16 $106K - $111K
948 $112M
MCK
Mckesson Corp

Healthcare
136
New
$738.06 - $859.37 $100K - $117K
136 $112M
AEE
Ameren Corp

Utilities
1.1K
New
$101.28 - $105.72 $111K - $116K
1.1K $110M
F
Ford Motor CO

Consumer Cyclical
8.33K
New
$11.41 - $13.84 $95K - $115K
8.33K $109M
CAMT
Camtek LTD

Technology
1.01K
New
N/A
1.01K $108M
TDG
Trans Digm Group Inc

Industrials
79
New
$1237.71 - $1359.3 $97.8K - $107K
79 $104M
Nebius Group N.V. Shs Class A
1.21K
New
N/A
1.21K $101M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.36K
New
$74.09 - $75.1 $101K - $102K
1.36K $101M
SUN
Sunoco LP

Energy
1.91K
New
$48.93 - $54.5 $93.4K - $104K
1.91K $100M
C
Citigroup Inc

Financial Services
857
New
$93.93 - $102.87 $80.5K - $88.2K
857 $100M
ICE
Intercontinental Exchange, Inc.

Financial Services
607
New
$145.59 - $162.64 $88.4K - $98.7K
607 $98.3M
AMGN
Amgen Inc

Healthcare
297
New
$290.13 - $341.71 $86.2K - $101K
297 $97.2M
ECL
Ecolab Inc.

Basic Materials
368
New
$253.06 - $281.35 $93.1K - $104K
368 $96.6M
HEI
Heico Corp

Industrials
296
New
$306.83 - $330.64 $90.8K - $97.9K
296 $95.8M
HII
Huntington Ingalls Industries, Inc.

Industrials
278
New
$280.02 - $324.19 $77.8K - $90.1K
278 $94.5M
UNP
Union Pacific Corp

Industrials
408
New
$216.37 - $237.41 $88.3K - $96.9K
408 $94.4M
SHV
Ishares Tr

ETFs
850
New
$110.15 - $110.49 $93.6K - $93.9K
850 $93.6M
VIG
Vanguard Dividend Appreciation

ETFs
426
New
N/A
426 $93.6M
XLI
Industrial Sector Spdr

ETFs
588
New
$149.9 - $155.79 $88.1K - $91.6K
588 $91.2M
IYW
Ishares Dj Us Tech ETF

ETFs
456
New
$192.8 - $211.27 $87.9K - $96.3K
456 $91.1M
COIN
Coinbase Global, Inc.

Technology
402
New
$283.14 - $387.27 $114K - $156K
402 $90.9M
H
Hyatt Hotels Corp

Consumer Cyclical
565
New
$135.42 - $156.85 $76.5K - $88.6K
565 $90.6M
VST
Vistra Corp.

Utilities
560
New
$171.56 - $210.85 $96.1K - $118K
560 $90.3M
BNDX
Vanguard Total International B

ETFs
1.81K
New
$49.3 - $49.91 $89.4K - $90.5K
1.81K $87.6M
ENB
Enbridge Inc

Energy
1.83K
New
$46.39 - $50.07 $84.9K - $91.6K
1.83K $87.5M
ARCC
Ares Capital Corp

Financial Services
4.24K
New
$18.9 - $20.61 $80.2K - $87.5K
4.24K $85.9M
AZO
Autozone Inc

Consumer Cyclical
25
New
$3576.14 - $4253.71 $89.4K - $106K
25 $84.8M
GVI
Ishares Tr

ETFs
786
New
$107.08 - $108.01 $84.2K - $84.9K
786 $84.4M
VZ
Verizon Communications Inc

Communication Services
2.01K
New
$38.4 - $43.83 $77K - $87.9K
2.01K $81.7M
BK
Bank Of New York Mellon Corp

Financial Services
689
New
$104.54 - $112.64 $72K - $77.6K
689 $80M
Oculis Holding Ag Ordinary Shares
4K
New
N/A
4K $79.9M
FNV
Franco Nevada Corp

Basic Materials
385
New
$183.97 - $222.27 $70.8K - $85.6K
385 $79.8M
FISV
Fiserv Inc

Technology
1.17K
New
N/A
1.17K $78.7M
ROM
Proshares Ultra Technology

ETFs
800
New
$89.91 - $106.96 $71.9K - $85.6K
800 $75.4M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.33K
New
$50.39 - $55.82 $66.8K - $74K
1.33K $75M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.71K
New
$26.44 - $27.53 $71.6K - $74.6K
2.71K $74.3M
SHW
Sherwin Williams CO

Basic Materials
227
New
$330.74 - $354.45 $75.1K - $80.5K
227 $73.6M
ROK
Rockwell Automation, Inc

Industrials
186
New
$333.75 - $394.54 $62.1K - $73.4K
186 $72.4M
VMC
Vulcan Materials CO

Basic Materials
252
New
$280.58 - $309.07 $70.7K - $77.9K
252 $71.9M
AEP
American Electric Power CO Inc

Utilities
623
New
$112.75 - $122.73 $70.2K - $76.5K
623 $71.8M
KMI
Kinder Morgan, Inc.

Energy
2.59K
New
$25.84 - $28.46 $66.9K - $73.7K
2.59K $71.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
888
New
$78.65 - $79.19 $69.8K - $70.3K
888 $70M
VEA
Vanguard Ftse Developed Market

ETFs
1.12K
New
$59.18 - $62.09 $66K - $69.3K
1.12K $69.7M
Morgan Stanley Pathway Large Cap Equity ETF
1.28K
New
N/A
1.28K $69.5M
PULS
Pgim ETF Tr

ETFs
1.4K
New
$49.64 - $49.83 $69.3K - $69.6K
1.4K $69.2M
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
Track This Portfolio

Track Aventura Private Wealth, LLC Portfolio

Follow Aventura Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aventura Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aventura Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email