Aventura Private Wealth, LLC

CIK
2074418
City
AVENTURA
State / Country
FL

Top Portfolio Positions

702 positions · $207,841,576 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
117,060 $29,708,657 14.29%
NVDA
Nvidia Corp
Technology
125,386 $21,867,318 10.52%
AMZN
Amazon Com Inc
Consumer Cyclical
43,722 $9,105,980 4.38%
MSFT
Microsoft Corp
Technology
23,198 $8,587,203 4.13%
META
Meta Platforms, Inc.
Communication Services
13,192 $7,547,538 3.63%
NFLX
Netflix Inc
Communication Services
49,040 $4,715,196 2.27%
MA
Mastercard Inc
Financial Services
7,557 $3,775,930 1.82%
XOM
Exxon Mobil Corp
Energy
21,376 $3,626,652 1.74%
LLY
ELI LILLY & Co
Healthcare
3,888 $3,576,065 1.72%
PLTR
Palantir Technologies Inc.
Technology
18,274 $2,673,120 1.29%

Portfolio Trend

6 quarters · across all stocks

Holdings in MRCC

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Report Date Value (USD) Shares
2026-03-31 $6,440 1,400