CIK 2074418
Aventura Private Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
859
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 859
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BPOP | POPULAR INC COM NEW | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 7K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 4K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 5K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 8K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 706 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP COM | 1K | $100K–$500K | SH |
| IVV | ISHARES CORE S&P 500 ETF | 582 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW CL A | 3K | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 7K | $100K–$500K | SH |
| PFE | PFIZER INC COM | 15K | $100K–$500K | SH |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | 15K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 3K | $100K–$500K | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 3K | $100K–$500K | SH |
| CI | THE CIGNA GROUP COM | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 588 | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC COM | 1K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 500 | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC COM | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 2K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC COM | 4K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 10K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | 1K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 3K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC COM | 4K | $100K–$500K | SH |
| BF.B | BROWN FORMAN CORP CL B | 11K | $100K–$500K | SH |
| AVAV | AEROVIRONMENT INC COM | 1K | $100K–$500K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 3K | $100K–$500K | SH |
| ADBE | ADOBE INC COM | 796 | $100K–$500K | SH |
| EOG | EOG RES INC COM | 3K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC COM | 2K | $100K–$500K | SH |
| CRWV | COREWEAVE INC COM CL A | 4K | $100K–$500K | SH |
| CMS | CMS ENERGY CORP COM | 4K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 803 | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 1K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA ADR | 21K | $100K–$500K | SH |
| SYY | SYSCO CORP COM | 3K | $100K–$500K | SH |
| PPG | PPG INDS INC COM | 2K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 699 | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 298 | $100K–$500K | SH |
| AROC | ARCHROCK INC COM | 9K | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 5K | $100K–$500K | SH |
| MSTR | STRATEGY INC CL A NEW | 1K | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 1K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 7K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 2K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 235 | $100K–$500K | SH |