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 251–300 of 859
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CM | CANADIAN IMPERIAL BANK OF COMM COM | 757 | $50K–$100K | SH |
| DDOG | DATADOG INC CL A COM | 499 | $50K–$100K | SH |
| TRP | TC ENERGY CORP COM | 1K | $50K–$100K | SH |
| CNC | CENTENE CORP DEL COM | 2K | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 769 | $50K–$100K | SH |
| PSX | PHILLIPS 66 COM | 520 | $50K–$100K | SH |
| CBRE | CBRE GROUP INC CL A | 416 | $50K–$100K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 859 | $50K–$100K | SH |
| MPLX | MPLX LP COM UNIT REP LTD | 1K | $50K–$100K | SH |
| SCI | SERVICE CORP INTL COM | 849 | $50K–$100K | SH |
| MMC | MARSH & MCLENNAN COS INC COM | 351 | $50K–$100K | SH |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 2K | $50K–$100K | SH |
| FANG | DIAMONDBACK ENERGY INC COM | 432 | $50K–$100K | SH |
| GILD | GILEAD SCIENCES INC COM | 525 | $50K–$100K | SH |
| ZTS | ZOETIS INC CL A | 505 | $50K–$100K | SH |
| CSX | CSX CORP COM | 2K | $50K–$100K | SH |
| ASTS | AST SPACEMOBILE INC COM CL A | 868 | $50K–$100K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 664 | $50K–$100K | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 1K | $50K–$100K | SH |
| ROST | ROSS STORES INC COM | 336 | $50K–$100K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 104 | $50K–$100K | SH |
| VUG | VANGUARD GROWTH ETF | 123 | $50K–$100K | SH |
| TOL | TOLL BROTHERS INC COM | 440 | $50K–$100K | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 562 | $50K–$100K | SH |
| EMR | EMERSON ELEC CO COM | 444 | $50K–$100K | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 3K | $50K–$100K | SH |
| PAAS | PAN AMERN SILVER CORP COM | 1K | $50K–$100K | SH |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | 3K | $50K–$100K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 313 | $50K–$100K | SH |
| IAG | IAMGOLD CORP COM | 4K | $50K–$100K | SH |
| VEEV | VEEVA SYS INC CL A COM | 257 | $50K–$100K | SH |
| DOV | DOVER CORP COM | 293 | $50K–$100K | SH |
| D | DOMINION ENERGY INC COM | 973 | $50K–$100K | SH |
| SBUX | STARBUCKS CORP COM | 671 | $50K–$100K | SH |
| BTG | B2GOLD CORP COM | 12K | $50K–$100K | SH |
| KLAC | KLA CORP COM NEW | 45 | $50K–$100K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 146 | $50K–$100K | SH |
| RGLD | ROYAL GOLD INC COM | 242 | $50K–$100K | SH |
| L | LOEWS CORP COM | 508 | $50K–$100K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 588 | $50K–$100K | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 781 | $50K–$100K | SH |
| QCOM | QUALCOMM INC COM | 299 | $50K–$100K | SH |
| FICO | FAIR ISAAC CORP COM | 30 | $50K–$100K | SH |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | 2K | $50K–$100K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 280 | $50K–$100K | SH |
| PPL | PPL CORP COM | 1K | $15K–$50K | SH |
| PPTA | PERPETUA RESOURCES CORP COM | 2K | $15K–$50K | SH |
| BIIB | BIOGEN INC COM | 273 | $15K–$50K | SH |
| BP | BP PLC SPONSORED ADR | 1K | $15K–$50K | SH |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | 1K | $15K–$50K | SH |