Aventura Private Wealth, LLC

Position in WSO — Watsco Inc

CIK 2074418 AVENTURA, FL

Position in WSO

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

Position Value

$416

-$467 QoQ

Shares Held

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#780

of 780 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $32,852 across 6 Industrial Distribution names. WSO ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	9	$12,243
2	FERG	Ferguson Enterprises Inc. /DE/	41	$9,730
3	CNM	Core & Main, Inc.	117	$5,645
4	AIT	Applied Industrial Technologies Inc	8	$2,705
5	FAST	Fastenal Co	44	$2,113
6	WSO	Watsco Inc This page	1	$416

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416	1	-50.0%	Shares	Sole	2026-07-15
2025-06-30	$883	2	-95.0%	Shares	Sole	2026-01-07
2025-03-31	$20,332	40	0.0%	Shares	Sole	2026-01-07
2024-12-31	$18,955	40	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.