Long-term investor
Aventura Private Wealth, LLC @aventuraprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002074418).
Record
- Tracked since 2025-03-31 (547 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +19.1% · 1 year +19.1% · all +13.6%
- Max drawdown -5.5% · Sharpe 0.56 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.4% · long · since 2025-03-31
- NVDA · 7.7% · long · since 2025-03-31
- SPYI · 4.9% · long · since 2025-12-31
- JEPQ · 4.6% · long · since 2025-03-31
- QQQI · 4.0% · long · since 2025-12-31
- AMZN · 3.3% · long · since 2025-03-31
- MSFT · 2.7% · long · since 2025-03-31
- GOOG · 2.6% · long · since 2025-03-31
- META · 2.3% · long · since 2025-03-31
- VOO · 1.6% · long · since 2025-03-31
- LLY · 1.5% · long · since 2025-03-31
- AMD · 1.4% · long · since 2025-03-31