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
Paramount Skydance Corp Com Cl B
1.63K
New
N/A
1.63K $21.8M
XLY
Select Sector Spdr Consumer Di

ETFs
182
New
$228.75 - $242.18 $41.6K - $44.1K
182 $21.7M
DELL
Dell Technologies Inc.

Technology
172
New
$133.76 - $164.88 $23K - $28.4K
172 $21.7M
PFFA
Etfis Ser Tr I

ETFs
1K
New
$21.31 - $21.96 $21.3K - $22K
1K $21.6M
SQ
Block, Inc.

Technology
331
New
N/A
331 $21.5M
HAS
Hasbro, Inc.

Consumer Cyclical
260
New
$70.95 - $79.13 $18.4K - $20.6K
260 $21.3M
O
Realty Income Corp

Real Estate
376
New
$56.12 - $60.64 $21.1K - $22.8K
376 $21.2M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
181
New
$107.46 - $115.73 $19.5K - $20.9K
181 $21.2M
TTD
Trade Desk, Inc.

Technology
556
New
$41.93 - $54.13 $23.3K - $30.1K
556 $21.1M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
2.5K
New
$8.11 - $8.48 $20.3K - $21.2K
2.5K $20.9M
EIX
Edison International

Utilities
330
New
$52.12 - $59.08 $17.2K - $19.5K
330 $19.8M
JOBY
Joby Aviation, Inc.

Industrials
1.5K
New
$14.32 - $19.57 $21.5K - $29.4K
1.5K $19.8M
IEP
Icahn Enterprises L.P.

Industrials
2.6K
New
$8.06 - $9.15 $21K - $23.8K
2.6K $19.6M
AVUV
American Centy ETF Tr Avantis

ETFs
191
New
$95.19 - $100.66 $18.2K - $19.2K
191 $19.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
251
New
$76.92 - $92.53 $19.3K - $23.2K
251 $19.3M
SNY
Sanofi

Healthcare
395
New
$48.09 - $52.34 $19K - $20.7K
395 $19.1M
Ubs Ag Etracs Gold Shares Covered Call Etns Due February 2, 2033
109
New
N/A
109 $18.9M
WM
Waste Management Inc

Industrials
86
New
$196.77 - $219.98 $16.9K - $18.9K
86 $18.9M
GL
Globe Life Inc.

Financial Services
135
New
$130.64 - $140.98 $17.6K - $19K
135 $18.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
186
New
$99.87 - $101.27 $18.6K - $18.8K
186 $18.6M
AMCR
Amcor PLC

Consumer Cyclical
2.23K
New
$7.82 - $8.58 $17.4K - $19.1K
2.23K $18.6M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
938
New
$12.5 - $18.02 $11.7K - $16.9K
938 $18.5M
CRSP
Crispr Therapeutics Ag

Healthcare
351
New
$51.11 - $76.78 $17.9K - $26.9K
351 $18.4M
FXO
First Tr Exchange Traded Fd Fi

ETFs
304
New
$55.79 - $59.43 $17K - $18.1K
304 $18.3M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
277
New
$64.34 - $67.09 $17.8K - $18.6K
277 $18.3M
CCL
Carnival Corp

Consumer Cyclical
600
New
$26.02 - $30.0 $15.6K - $18K
600 $18.3M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
278
New
$64.77 - $69.67 $18K - $19.4K
278 $18.3M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
197
New
$85.48 - $88.89 $16.8K - $17.5K
197 $18.3M
RMBS
Rambus Inc

Technology
199
New
$89.57 - $113.61 $17.8K - $22.6K
199 $18.3M
BOTZ
Global X Fds

ETFs
503
New
$35.15 - $38.25 $17.7K - $19.2K
503 $18.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
174
New
$86.09 - $102.52 $15K - $17.8K
174 $18.2M
ZS
Zscaler, Inc.

Technology
80
New
$292.75 - $336.27 $23.4K - $26.9K
80 $18M
NRZ
New Residential Investment Corp.

Real Estate
1.64K
New
N/A
1.64K $17.9M
IAU
Ishares Gold Trust

ETFs
219
New
$72.65 - $82.5 $15.9K - $18.1K
219 $17.8M
SCVL
Shoe Carnival Inc

Consumer Cyclical
1.05K
New
$16.93 - $22.23 $17.8K - $23.3K
1.05K $17.7M
UPS
United Parcel Service Inc

Industrials
178
New
$82.87 - $97.4 $14.8K - $17.3K
178 $17.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
322
New
$53.68 - $54.54 $17.3K - $17.6K
322 $17.3M
MDB
Mongo Db, Inc.

Technology
41
New
$313.81 - $373.89 $12.9K - $15.3K
41 $17.2M
Morgan Stanley Pathway Small Mid Cap Equity ETF
336
New
N/A
336 $17M
PBA
Pembina Pipeline Corp

Energy
446
New
$37.12 - $42.09 $16.6K - $18.8K
446 $17M
GM
General Motors CO

Consumer Cyclical
208
New
$55.35 - $71.89 $11.5K - $15K
208 $16.9M
APO
Apollo Global Management, Inc.

Financial Services
115
New
$118.22 - $133.75 $13.6K - $15.4K
115 $16.6M
VRSK
Verisk Analytics, Inc.

Industrials
74
New
$208.0 - $249.55 $15.4K - $18.5K
74 $16.6M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
679
New
$24.56 - $24.79 $16.7K - $16.8K
679 $16.5M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
2.5K
New
$5.24 - $6.01 $13.1K - $15K
2.5K $16.3M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2K
New
$8.07 - $8.23 $16.1K - $16.5K
2K $16.2M
VUSB
Vanguard Bd Index Fds
324
New
N/A
324 $16.1M
AGNC
Agnc Investment Corp.

Real Estate
1.5K
New
$9.88 - $10.34 $14.8K - $15.5K
1.5K $16.1M
CVS
Cvs Health Corp

Healthcare
202
New
$76.69 - $83.04 $15.5K - $16.8K
202 $16M
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