Aventura Private Wealth, LLC - Portfolio overview

Aventura Private Wealth, LLC has 901 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 10.86%
2. NVDA - NVIDIA CORPORATION COM, 8.00%
3. JEPQ - JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF, 5.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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