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Michelle Diamantis

Aventura Private Wealth, Llc

Assets Managed
$273.493M
Holdings
904
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-1.74%(2Q avg: -0.87%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aventura Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 904 positions.

Assets under management

The assets under management (AUM) of Aventura Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 273.493M in assets, with a quarterly growth rate of -1.74% and a 2-quarter average growth rate of -0.87%. The portfolio is managed by Michelle Diamantis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.71%
10.87%
$29.709M
117,060 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.34%
8%
$21.867M
125,386 shares@ $174.4 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -8.18%
5.65%
$15.443M
278,150 shares@ $55.52 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 15.66%
5.03%
$13.734M
278,178 shares@ $49.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.54%
3.33%
$9.106M
43,722 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5%
3.14%
$8.587M
23,198 shares@ $370.18 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 2.86%
2.76%
$7.548M
13,192 shares@ $572.15 avg price
QQQI
Neos Nasdaq-100 High Inc Etf
Recent Activity
Increased 488.36%
2.64%
$7.195M
144,807 shares@ $49.69 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.59%
2.54%
$6.923M
24,135 shares@ $286.87 avg price
NFLX
Netflix Inc
Recent Activity
Increased 16.28%
1.73%
$4.715M
49,040 shares@ $96.15 avg price

1-10 of 904