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 201–250 of 859
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 152 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 968 | $100K–$500K | SH |
| HIX | WESTERN ASSET HIGH INCOM FD II COM | 27K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP COM | 8K | $100K–$500K | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 948 | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 136 | $100K–$500K | SH |
| AEE | AMEREN CORP COM | 1K | $100K–$500K | SH |
| F | FORD MTR CO COM | 8K | $100K–$500K | SH |
| CAMT | CAMTEK LTD ORD | 1K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC COM | 79 | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 4K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | 1K | $100K–$500K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 1K | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | 2K | $100K–$500K | SH |
| C | CITIGROUP INC COM NEW | 857 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 607 | $50K–$100K | SH |
| AMGN | AMGEN INC COM | 297 | $50K–$100K | SH |
| ECL | ECOLAB INC COM | 368 | $50K–$100K | SH |
| HEI | HEICO CORP NEW COM | 296 | $50K–$100K | SH |
| HII | HUNTINGTON INGALLS INDS INC COM | 278 | $50K–$100K | SH |
| UNP | UNION PAC CORP COM | 408 | $50K–$100K | SH |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 850 | $50K–$100K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 426 | $50K–$100K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 588 | $50K–$100K | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 456 | $50K–$100K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 402 | $50K–$100K | SH |
| H | HYATT HOTELS CORP COM CL A | 565 | $50K–$100K | SH |
| VST | VISTRA CORP COM | 560 | $50K–$100K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 2K | $50K–$100K | SH |
| ENB | ENBRIDGE INC COM | 2K | $50K–$100K | SH |
| ARCC | ARES CAPITAL CORP COM | 4K | $50K–$100K | SH |
| AZO | AUTOZONE INC COM | 25 | $50K–$100K | SH |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 786 | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 2K | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 689 | $50K–$100K | SH |
| OCS | OCULIS HOLDING AG ORDINARY SHARES | 4K | $50K–$100K | SH |
| FNV | FRANCO NEV CORP COM | 385 | $50K–$100K | SH |
| FISV | FISERV INC COM | 1K | $50K–$100K | SH |
| ROM | PROSHARES ULTRA TECHNOLOGY | 800 | $50K–$100K | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 1K | $50K–$100K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 3K | $50K–$100K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 227 | $50K–$100K | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 186 | $50K–$100K | SH |
| VMC | VULCAN MATLS CO COM | 252 | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 623 | $50K–$100K | SH |
| KMI | KINDER MORGAN INC DEL COM | 3K | $50K–$100K | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 888 | $50K–$100K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1K | $50K–$100K | SH |
| MSLC | MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF | 1K | $50K–$100K | SH |
| PULS | PGIM ULTRA SHORT BOND ETF | 1K | $50K–$100K | SH |