Aventura Private Wealth, LLC New Holdings in Q4 2025

Aventura Private Wealth, LLC

  • $278 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
119K
New
$245.27 - $275.25 $29.2M - $32.8M
119K $32.4B
NVDA
Nvidia Corp

Technology
123K
New
$179.83 - $207.04 $22M - $25.4M
123K $22.9B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
303K
New
$56.33 - $59.22 $17.1M - $17.9M
303K $17.6B
SPYI
Shp ETF Tr Neos S&P 500 High I
241K
New
N/A
241K $12.6B
MSFT
Microsoft Corp

Technology
24.4K
New
$496.82 - $542.07 $12.1M - $13.2M
24.4K $11.8B
AMZN
Amazon Com Inc

Consumer Cyclical
43.1K
New
$213.04 - $254.0 $9.17M - $10.9M
43.1K $9.94B
META
Meta Platforms, Inc.

Communication Services
12.8K
New
$609.01 - $751.67 $7.81M - $9.64M
12.8K $8.47B
GOOG
Alphabet Inc.

Communication Services
23.8K
New
$237.49 - $291.74 $5.64M - $6.93M
23.8K $7.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.47K
New
$600.51 - $631.95 $4.48M - $4.72M
7.47K $4.68B
MA
Mastercard Inc

Financial Services
7.66K
New
$536.85 - $580.45 $4.11M - $4.45M
7.66K $4.37B
NFLX
Netflix Inc

Communication Services
42.2K
New
$110.29 - $1241.35 $4.65M - $52.4M
42.2K $3.95B
JEPI
J P Morgan Exchange Traded Fd

ETFs
49.9K
New
$56.0 - $57.6 $2.8M - $2.88M
49.9K $2.86B
BKNG
Booking Holdings Inc.

Consumer Cyclical
493
New
$4804.01 - $5424.55 $2.37M - $2.67M
493 $2.64B
XOM
Exxon Mobil Corp

Energy
21.3K
New
$110.64 - $119.78 $2.36M - $2.55M
21.3K $2.56B
PLTR
Palantir Technologies Inc.

Technology
14.4K
New
$172.14 - $207.18 $2.48M - $2.99M
14.4K $2.56B
GE
General Electric CO

Industrials
8.02K
New
$291.49 - $314.28 $2.34M - $2.52M
8.02K $2.47B
COST
Costco Wholesale Corp

Consumer Defensive
2.83K
New
$910.94 - $954.99 $2.58M - $2.7M
2.83K $2.44B
WFC
Wells Fargo & Company

Financial Services
26K
New
$77.62 - $87.3 $2.02M - $2.27M
26K $2.42B
MS
Morgan Stanley

Financial Services
13.6K
New
$151.86 - $169.92 $2.06M - $2.3M
13.6K $2.41B
BAC
Bank Of America Corp

Financial Services
43.7K
New
$48.65 - $54.11 $2.13M - $2.37M
43.7K $2.4B
TXN
Texas Instruments Inc

Technology
12.6K
New
N/A
12.6K $2.18B
ABBV
Abb Vie Inc.

Healthcare
9.36K
New
$211.96 - $244.38 $1.98M - $2.29M
9.36K $2.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.97K
New
$653.02 - $687.39 $1.94M - $2.04M
2.97K $2.03B
WMT
Walmart Inc.

Consumer Defensive
18K
New
$101.18 - $109.03 $1.82M - $1.96M
18K $2B
UNH
Unitedhealth Group Inc

Healthcare
5.74K
New
$320.52 - $369.92 $1.84M - $2.12M
5.74K $1.9B
TSLA
Tesla, Inc.

Consumer Cyclical
4.09K
New
$401.99 - $468.37 $1.64M - $1.92M
4.09K $1.84B
XLK
Technology Sector Spdr

ETFs
12.4K
New
$278.39 - $304.13 $3.45M - $3.77M
12.4K $1.78B
AXP
American Express CO

Financial Services
4.76K
New
$316.26 - $372.77 $1.5M - $1.77M
4.76K $1.76B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
98.1K
New
$16.88 - $17.5 $1.66M - $1.72M
98.1K $1.73B
AVGO
Broadcom Inc.

Technology
4.93K
New
$324.63 - $385.98 $1.6M - $1.9M
4.93K $1.7B
JPM
Jpmorgan Chase & CO

Financial Services
5.2K
New
$294.11 - $320.41 $1.53M - $1.67M
5.2K $1.68B
CRWD
Crowd Strike Holdings, Inc.

Technology
3.55K
New
$482.23 - $557.53 $1.71M - $1.98M
3.55K $1.67B
GOOGL
Alphabet Inc.

Communication Services
5.28K
New
$236.57 - $291.31 $1.25M - $1.54M
5.28K $1.65B
ORCL
Oracle Corp

Technology
8.03K
New
$217.57 - $313.0 $1.75M - $2.51M
8.03K $1.57B
TJX
Tjx Companies Inc

Consumer Cyclical
10.1K
New
$138.56 - $147.63 $1.4M - $1.49M
10.1K $1.55B
XYLD
Global X Fds S&P 500 Covered C

ETFs
36.1K
New
$38.94 - $40.08 $1.41M - $1.45M
36.1K $1.47B
ETN
Eaton Corp PLC

Industrials
4.2K
New
$352.39 - $387.75 $1.48M - $1.63M
4.2K $1.34B
Neos Nasdaq 100 High Income ETF
24.6K
New
N/A
24.6K $1.33B
MCD
Mcdonalds Corp

Consumer Cyclical
4.23K
New
$293.81 - $310.11 $1.24M - $1.31M
4.23K $1.29B
AMD
Advanced Micro Devices Inc

Technology
5.96K
New
$164.01 - $264.33 $977K - $1.58M
5.96K $1.28B
NEE
Nextera Energy Inc

Utilities
15.7K
New
$78.18 - $86.03 $1.23M - $1.35M
15.7K $1.26B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.64K
New
$459.47 - $491.71 $1.21M - $1.3M
2.64K $1.25B
IBM
International Business Machines Corp

Technology
4.1K
New
$275.97 - $314.98 $1.13M - $1.29M
4.1K $1.22B
BSX
Boston Scientific Corp

Healthcare
12.7K
New
$94.95 - $104.98 $1.2M - $1.33M
12.7K $1.21B
V
Visa Inc.

Financial Services
3.38K
New
$325.75 - $352.42 $1.1M - $1.19M
3.38K $1.18B
PGR
Progressive Corp

Financial Services
5.09K
New
$203.7 - $246.46 $1.04M - $1.25M
5.09K $1.16B
ADI
Analog Devices Inc

Technology
4.14K
New
$225.32 - $246.37 $932K - $1.02M
4.14K $1.12B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.13K
New
$475.68 - $513.11 $1.01M - $1.09M
2.13K $1.07B
NSC
Norfolk Southern Corp

Industrials
3.66K
New
$279.53 - $300.15 $1.02M - $1.1M
3.66K $1.06B
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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