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
CM
Canadian Imperial Bank Of Commerce

Financial Services
757
New
$79.81 - $87.17 $60.4K - $66K
757 $68.6M
DDOG
Datadog, Inc.

Technology
499
New
$151.17 - $199.72 $75.4K - $99.7K
499 $67.9M
TRP
Tc Energy Corp

Energy
1.23K
New
$49.79 - $55.23 $61.4K - $68.1K
1.23K $67.8M
CNC
Centene Corp

Healthcare
1.65K
New
$33.15 - $38.7 $54.6K - $63.7K
1.65K $67.7M
OTIS
Otis Worldwide Corp

Industrials
769
New
$88.77 - $93.38 $68.3K - $71.8K
769 $67.2M
PSX
Phillips 66

Energy
520
New
$126.76 - $142.32 $65.9K - $74K
520 $67.1M
CBRE
Cbre Group, Inc.

Real Estate
416
New
$149.99 - $164.2 $62.4K - $68.3K
416 $66.9M
NGG
National Grid PLC

Utilities
859
New
$72.53 - $78.09 $62.3K - $67.1K
859 $66.4M
MPLX
Mplx LP

Energy
1.24K
New
$47.8 - $53.21 $59.4K - $66.1K
1.24K $66.3M
SCI
Service Corp International

Consumer Cyclical
849
New
$79.67 - $83.86 $67.6K - $71.2K
849 $66.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.61K
New
$40.65 - $42.74 $65.5K - $68.9K
1.61K $65M
FANG
Diamondback Energy, Inc.

Energy
432
New
$137.29 - $149.2 $59.3K - $64.5K
432 $65M
GILD
Gilead Sciences, Inc.

Healthcare
525
New
$110.56 - $125.2 $58K - $65.7K
525 $64.4M
ZTS
Zoetis Inc.

Healthcare
505
New
$118.8 - $147.53 $60K - $74.5K
505 $63.5M
CSX
Csx Corp

Industrials
1.74K
New
$34.88 - $36.67 $60.8K - $63.9K
1.74K $63.2M
ASTS
Ast Space Mobile, Inc.

Communication Services
868
New
$56.94 - $99.21 $49.4K - $86.1K
868 $63M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
664
New
$92.34 - $95.43 $61.3K - $63.4K
664 $62.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.22K
New
$50.57 - $50.77 $61.5K - $61.8K
1.22K $61.6M
ROST
Ross Stores, Inc.

Consumer Cyclical
336
New
$147.71 - $162.85 $49.6K - $54.7K
336 $60.5M
SPOT
Spotify Technology S.A.

Communication Services
104
New
$616.91 - $707.3 $64.2K - $73.6K
104 $60.4M
VUG
Vanguard Growth ETF

ETFs
123
New
$470.44 - $504.26 $57.9K - $62K
123 $60M
TOL
Toll Brothers, Inc.

Consumer Cyclical
440
New
$127.26 - $142.72 $56K - $62.8K
440 $59.5M
IGV
Ishares Expanded Tech Software

ETFs
562
New
$106.84 - $117.08 $60K - $65.8K
562 $59.4M
EMR
Emerson Electric CO

Industrials
444
New
$126.01 - $140.03 $55.9K - $62.2K
444 $58.9M
HBAN
Huntington Bancshares Inc

Financial Services
3.38K
New
$15.16 - $17.21 $51.2K - $58.2K
3.38K $58.6M
PAAS
Pan American Silver Corp

Basic Materials
1.13K
New
$33.2 - $42.03 $37.5K - $47.5K
1.13K $58.6M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.55K
New
$22.89 - $23.27 $58.4K - $59.3K
2.55K $58.6M
SPG
Simon Property Group Inc

Real Estate
313
New
$173.35 - $185.76 $54.3K - $58.1K
313 $57.9M
IAG
Iamgold Corp

Basic Materials
3.5K
New
$10.96 - $14.64 $38.4K - $51.2K
3.5K $57.7M
VEEV
Veeva Systems Inc

Healthcare
257
New
$283.73 - $306.22 $72.9K - $78.7K
257 $57.4M
DOV
Dover Corp

Industrials
293
New
$161.16 - $183.97 $47.2K - $53.9K
293 $57.2M
D
Dominion Energy, Inc

Utilities
973
New
$58.49 - $61.69 $56.9K - $60K
973 $57M
SBUX
Starbucks Corp

Consumer Cyclical
671
New
$78.46 - $87.26 $52.6K - $58.6K
671 $56.5M
BTG
B2 Gold Corp

Basic Materials
12.2K
New
$3.8 - $5.94 $46.3K - $72.4K
12.2K $55M
KLAC
Kla Corp

Technology
45
New
$982.75 - $1235.28 $44.2K - $55.6K
45 $54.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
146
New
$358.39 - $376.54 $52.3K - $55K
146 $54.5M
RGLD
Royal Gold Inc

Basic Materials
242
New
$169.08 - $206.65 $40.9K - $50K
242 $53.8M
L
Loews Corp

Financial Services
508
New
$97.8 - $104.41 $49.7K - $53K
508 $53.5M
IEFA
Ishares Tr

ETFs
588
New
$86.09 - $89.88 $50.6K - $52.8K
588 $52.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
781
New
$63.25 - $66.24 $49.4K - $51.7K
781 $51.5M
QCOM
Qualcomm Inc

Technology
299
New
$153.59 - $187.68 $45.9K - $56.1K
299 $51.1M
FICO
Fair Isaac Corp

Technology
30
New
$1512.71 - $1879.55 $45.4K - $56.4K
30 $50.7M
FTHI
First Trust Exchange Traded Fd

ETFs
2.14K
New
$23.34 - $23.94 $50K - $51.3K
2.14K $50.6M
LDOS
Leidos Holdings, Inc.

Technology
280
New
$184.41 - $199.55 $51.6K - $55.9K
280 $50.5M
PPL
Ppl Corp

Utilities
1.41K
New
$36.25 - $37.97 $51.1K - $53.5K
1.41K $49.3M
PPTA
Perpetua Resources Corp.

Basic Materials
2K
New
$20.67 - $30.22 $41.3K - $60.4K
2K $48.4M
BIIB
Biogen Inc.

Healthcare
273
New
$142.26 - $167.55 $38.8K - $45.7K
273 $48M
BP
Bp PLC

Energy
1.35K
New
$32.78 - $37.35 $44.3K - $50.5K
1.35K $47M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1K
New
$45.61 - $48.53 $45.6K - $48.5K
1K $46.7M
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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