Aventura Private Wealth, LLC

Position in ELV — Elevance Health, Inc.

CIK 2074418 AVENTURA, FL

Position in ELV

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

Position Value

$10,054

+$2,443 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,497

of 1,597 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. ELV ranks #5 (0.4% 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	263	$27,207
5	ELV	Elevance Health, Inc. This page	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	$10,054	26	0.0%	Shares	Sole	2026-07-15
2026-03-31	$7,611	26	0.0%	Shares	Sole	2026-05-06
2025-12-31	$9,114	26	-39.5%	Shares	Sole	2026-01-07
2025-09-30	$13,894	43	+138.9%	Shares	Sole	2026-01-07
2025-06-30	$7,001	18	0.0%	Shares	Sole	2026-01-07
2025-03-31	$7,829	18	0.0%	Shares	Sole	2026-01-07
2024-12-31	$6,640	18	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.