Aventura Private Wealth, LLC

Position in CVS — CVS HEALTH Corp

CIK 2074418 AVENTURA, FL

Position in CVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$27,207

+$12,700 QoQ

Shares Held

263

+30.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,906

of 2,051 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $2,616,637 across 6 Healthcare Plans names. CVS ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,817	$2,417,719
2	CNC	Centene Corp	1,660	$106,555
3	CI	Cigna Group	197	$54,308
4	CVS	CVS HEALTH Corp This page	263	$27,207
5	ELV	Elevance Health, Inc.	26	$10,054
6	HUM	Humana Inc	2	$794

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,207	263	+30.2%	Shares	Sole	2026-07-15
2026-03-31	$14,507	202	0.0%	Shares	Sole	2026-05-06
2025-12-31	$16,030	202	+5.2%	Shares	Sole	2026-01-07
2025-09-30	$14,474	192	+242.9%	Shares	Sole	2026-01-07
2025-06-30	$3,862	56	+75.0%	Shares	Sole	2026-01-07
2025-03-31	$2,168	32	0.0%	Shares	Sole	2026-01-07
2024-12-31	$1,436	32	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.