Atlantic Edge Private Wealth Management
Latest statistics and disclosures from Atlantic Edge Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, JAAA, MINT, IVV, IJH, and represent 24.12% of Atlantic Edge Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JAAA, IEMG, NVT, AEP, ETN, IEFA, NFLX, MINT, TMO, IUSV.
- Started 66 new stock positions in MLI, DXYZ, MSGE, SOLS, COPX, RDDT, KRE, LUNR, BRX, TMQ.
- Reduced shares in these 10 stocks: IJH, VUG, INGR, XMHQ, EZBC, DRI, ADBE, VOO, SPEU, KDP.
- Sold out of its positions in AXON, CG, CAVA, COIN, CRWV, D, DVAX, EBS, FAST, GEMI.
- Atlantic Edge Private Wealth Management was a net buyer of stock by $9.2M.
- Atlantic Edge Private Wealth Management has $403M in assets under management (AUM), dropping by 3.42%.
- Central Index Key (CIK): 0002011145
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Portfolio Holdings for Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management holds 575 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Atlantic Edge Private Wealth Management has 575 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atlantic Edge Private Wealth Management Dec. 31, 2025 positions
- Download the Atlantic Edge Private Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 6.3 | $26M | +6% | 285k | 89.46 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.5 | $22M | +16% | 441k | 50.58 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 4.6 | $19M | +6% | 186k | 100.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.0 | $16M | +2% | 23k | 684.95 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $15M | -20% | 224k | 66.00 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.4 | $14M | -2% | 23k | 603.28 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 3.2 | $13M | +2% | 270k | 47.35 |
|
| Apple (AAPL) | 3.1 | $13M | 46k | 271.86 |
|
|
| Ishares Core Msci Emkt (IEMG) | 2.9 | $12M | +37% | 174k | 67.22 |
|
| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 2.5 | $10M | -4% | 195k | 52.13 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $9.2M | +2% | 50k | 186.50 |
|
| Ishares Msci Emrg Chn (EMXC) | 2.2 | $9.0M | 124k | 72.68 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $8.9M | +4% | 73k | 123.26 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.2 | $8.8M | -3% | 110k | 79.73 |
|
| Microsoft Corporation (MSFT) | 2.1 | $8.4M | 18k | 483.61 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $7.7M | 25k | 313.00 |
|
|
| Kla Corp Com New (KLAC) | 1.8 | $7.3M | 6.0k | 1215.12 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.6 | $6.4M | +10% | 217k | 29.36 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $6.3M | 21k | 303.89 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $5.8M | 18k | 322.23 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $5.5M | -3% | 29k | 191.56 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $5.5M | +12% | 103k | 53.76 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $4.6M | -4% | 48k | 96.03 |
|
| Advanced Micro Devices (AMD) | 1.1 | $4.5M | 21k | 214.16 |
|
|
| McKesson Corporation (MCK) | 1.1 | $4.3M | 5.2k | 820.29 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $4.1M | 8.8k | 473.30 |
|
|
| Meta Platforms Cl A (META) | 1.0 | $4.1M | +2% | 6.2k | 660.13 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $4.1M | 65k | 62.47 |
|
|
| Quanta Services (PWR) | 0.9 | $3.6M | 8.6k | 422.06 |
|
|
| Thermo Fisher Scientific (TMO) | 0.9 | $3.6M | +24% | 6.3k | 579.41 |
|
| Cisco Systems (CSCO) | 0.9 | $3.6M | 47k | 77.03 |
|
|
| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.9 | $3.5M | +2% | 80k | 44.26 |
|
| Oracle Corporation (ORCL) | 0.8 | $3.1M | +21% | 16k | 194.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $3.0M | 5.3k | 570.84 |
|
|
| Lowe's Companies (LOW) | 0.7 | $2.9M | 12k | 241.15 |
|
|
| Cummins (CMI) | 0.7 | $2.8M | 5.5k | 510.43 |
|
|
| United Rentals (URI) | 0.7 | $2.7M | 3.4k | 809.44 |
|
|
| International Business Machines (IBM) | 0.7 | $2.7M | 9.0k | 296.22 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $2.7M | -5% | 86k | 30.96 |
|
| Travelers Companies (TRV) | 0.6 | $2.6M | +2% | 9.0k | 290.06 |
|
| Aptiv Com Shs (APTV) | 0.6 | $2.5M | +2% | 32k | 76.09 |
|
| Wabtec Corporation (WAB) | 0.6 | $2.3M | 11k | 213.45 |
|
|
| Eaton Corp SHS (ETN) | 0.6 | $2.3M | +277% | 7.3k | 318.53 |
|
| Bank of America Corporation (BAC) | 0.6 | $2.3M | +5% | 42k | 55.00 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.6 | $2.3M | -22% | 22k | 102.42 |
|
| Danaher Corporation (DHR) | 0.6 | $2.2M | 9.8k | 228.92 |
|
|
| D.R. Horton (DHI) | 0.5 | $2.2M | 15k | 144.03 |
|
|
| Ameriprise Financial (AMP) | 0.5 | $2.1M | 4.4k | 490.36 |
|
|
| Stryker Corporation (SYK) | 0.5 | $1.9M | 5.5k | 351.46 |
|
|
| Nvent Electric SHS (NVT) | 0.5 | $1.9M | NEW | 19k | 101.97 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.9M | 2.8k | 681.93 |
|
|
| Cbre Group Cl A (CBRE) | 0.5 | $1.9M | +3% | 12k | 160.78 |
|
| American Electric Power Company (AEP) | 0.4 | $1.8M | +61344% | 15k | 115.31 |
|
| Netflix (NFLX) | 0.4 | $1.7M | +911% | 18k | 93.76 |
|
| Darden Restaurants (DRI) | 0.4 | $1.6M | -25% | 8.7k | 184.03 |
|
| Union Pacific Corporation (UNP) | 0.4 | $1.5M | 6.5k | 231.32 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.5M | -24% | 2.4k | 627.13 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.5M | -11% | 6.7k | 219.79 |
|
| Incyte Corporation (INCY) | 0.4 | $1.4M | 15k | 98.77 |
|
|
| Roper Industries (ROP) | 0.3 | $1.4M | -10% | 3.1k | 445.07 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | 1.2k | 1074.68 |
|
|
| Valero Energy Corporation (VLO) | 0.3 | $1.3M | +5% | 8.0k | 162.79 |
|
| Merck & Co (MRK) | 0.3 | $1.3M | +2% | 12k | 105.26 |
|
| MetLife (MET) | 0.3 | $1.2M | 16k | 78.94 |
|
|
| Walt Disney Company (DIS) | 0.3 | $1.2M | +3% | 11k | 113.77 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.2M | -11% | 17k | 71.41 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $1.1M | +6% | 1.5k | 771.90 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $1.1M | +140% | 11k | 102.54 |
|
| Chevron Corporation (CVX) | 0.3 | $1.1M | -8% | 7.0k | 152.40 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.0M | 3.0k | 335.29 |
|
|
| Fiserv (FI) | 0.3 | $1.0M | -17% | 15k | 67.17 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $990k | -33% | 2.8k | 349.99 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $981k | -12% | 7.1k | 137.96 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $962k | 4.5k | 212.07 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $946k | 7.2k | 131.59 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $944k | 5.1k | 183.40 |
|
|
| Verizon Communications (VZ) | 0.2 | $893k | -18% | 22k | 40.73 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $832k | 8.6k | 96.88 |
|
|
| ConocoPhillips (COP) | 0.2 | $791k | 8.4k | 93.61 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $757k | -13% | 2.3k | 324.08 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $754k | -10% | 2.4k | 310.24 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $733k | +3% | 9.2k | 79.36 |
|
| LKQ Corporation (LKQ) | 0.2 | $724k | -6% | 24k | 30.20 |
|
| Norfolk Southern (NSC) | 0.2 | $674k | 2.3k | 288.78 |
|
|
| Amazon (AMZN) | 0.2 | $664k | 2.9k | 230.82 |
|
|
| Keurig Dr Pepper (KDP) | 0.2 | $656k | -32% | 23k | 28.01 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.2 | $655k | 14k | 47.99 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $608k | 1.9k | 313.80 |
|
|
| Coca-Cola Company (KO) | 0.1 | $558k | 8.0k | 69.91 |
|
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| Abbvie (ABBV) | 0.1 | $558k | 2.4k | 228.48 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $545k | +8% | 2.6k | 206.95 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $523k | -64% | 1.1k | 487.86 |
|
| Home Depot (HD) | 0.1 | $521k | 1.5k | 344.04 |
|
|
| Ingredion Incorporated (INGR) | 0.1 | $482k | -64% | 4.4k | 110.27 |
|
| Goldman Sachs (GS) | 0.1 | $468k | +2% | 532.00 | 879.00 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $436k | 2.7k | 162.63 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $434k | 3.1k | 141.16 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $427k | 2.1k | 199.68 |
|
|
| Paccar (PCAR) | 0.1 | $426k | 3.9k | 109.51 |
|
|
| Ameris Ban (ABCB) | 0.1 | $415k | 5.6k | 74.27 |
|
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| Philip Morris International (PM) | 0.1 | $391k | 2.4k | 160.40 |
|
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| Deere & Company (DE) | 0.1 | $389k | 836.00 | 465.57 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $375k | +40% | 2.6k | 143.97 |
|
| State Street Corporation (STT) | 0.1 | $362k | -2% | 2.8k | 129.01 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $361k | 3.7k | 96.27 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $360k | -15% | 1.9k | 193.63 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $347k | +19% | 875.00 | 396.31 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $345k | 6.3k | 54.71 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $325k | +10% | 2.6k | 125.29 |
|
| Amgen (AMGN) | 0.1 | $321k | 982.00 | 327.31 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $321k | 6.1k | 52.88 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $313k | 3.2k | 96.84 |
|
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| Novartis Sponsored Adr (NVS) | 0.1 | $308k | +3% | 2.2k | 137.87 |
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| Broadcom (AVGO) | 0.1 | $300k | 868.00 | 346.10 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $295k | 1.2k | 246.16 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $289k | 2.5k | 113.72 |
|
|
| Visa Com Cl A (V) | 0.1 | $270k | -10% | 769.00 | 350.71 |
|
| Wal-Mart Stores (WMT) | 0.1 | $268k | +20% | 2.4k | 111.41 |
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| Prudential Financial (PRU) | 0.1 | $265k | -4% | 2.3k | 112.88 |
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| Procter & Gamble Company (PG) | 0.1 | $261k | -8% | 1.8k | 143.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $254k | -5% | 2.1k | 120.18 |
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| Agnico (AEM) | 0.1 | $254k | +57% | 1.5k | 169.53 |
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| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.1 | $251k | -70% | 5.0k | 50.60 |
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| Sempra Energy (SRE) | 0.1 | $245k | 2.8k | 88.29 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $228k | -5% | 848.00 | 268.30 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $218k | 2.2k | 99.78 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $215k | -3% | 2.4k | 88.49 |
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| Nextera Energy (NEE) | 0.1 | $214k | 2.7k | 80.28 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $213k | 9.5k | 22.43 |
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| Global X Fds Gbl X Blockchain (BKCH) | 0.1 | $209k | 3.3k | 63.88 |
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| Unilever Spon Adr New (UL) | 0.1 | $207k | NEW | 3.2k | 65.40 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $192k | -33% | 4.1k | 47.02 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $186k | -2% | 1.1k | 173.49 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $181k | +100% | 4.0k | 45.35 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $180k | +2% | 372.00 | 483.67 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $179k | 1.5k | 120.34 |
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| PNC Financial Services (PNC) | 0.0 | $176k | 845.00 | 208.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $171k | 340.00 | 502.65 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $163k | -17% | 1.1k | 148.17 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $162k | 2.0k | 81.17 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $160k | 1.5k | 108.36 |
|
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $159k | 3.0k | 53.06 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $157k | 6.5k | 24.04 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $156k | 1.1k | 136.94 |
|
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $155k | 2.4k | 65.10 |
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| Hp (HPQ) | 0.0 | $149k | -5% | 6.7k | 22.28 |
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| Carrier Global Corporation (CARR) | 0.0 | $147k | -5% | 2.8k | 52.84 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $146k | 982.00 | 148.69 |
|
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| Boeing Company (BA) | 0.0 | $145k | -12% | 669.00 | 217.12 |
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| Constellation Energy (CEG) | 0.0 | $143k | +9% | 406.00 | 353.27 |
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| Costco Wholesale Corporation (COST) | 0.0 | $140k | 162.00 | 862.35 |
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| CSX Corporation (CSX) | 0.0 | $140k | 3.9k | 36.25 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $139k | 1.3k | 106.70 |
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| American Express Company (AXP) | 0.0 | $138k | -5% | 374.00 | 369.85 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $137k | 800.00 | 171.18 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $137k | 770.00 | 177.75 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $137k | 1.3k | 109.31 |
|
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $132k | 2.8k | 46.92 |
|
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| Duke Energy Corp Com New (DUK) | 0.0 | $130k | +44% | 1.1k | 117.21 |
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| AutoZone (AZO) | 0.0 | $129k | 38.00 | 3391.50 |
|
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| Omega Healthcare Investors (OHI) | 0.0 | $126k | -9% | 2.8k | 44.34 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $123k | 2.7k | 45.89 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $117k | -16% | 1.6k | 74.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $116k | 607.00 | 190.99 |
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| Truist Financial Corp equities (TFC) | 0.0 | $111k | 2.2k | 49.21 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $106k | 825.00 | 128.93 |
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| Nucor Corporation (NUE) | 0.0 | $106k | 652.00 | 163.11 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $106k | +11% | 1.2k | 85.77 |
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| Tesla Motors (TSLA) | 0.0 | $102k | +24% | 227.00 | 449.72 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $100k | 1.6k | 64.42 |
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| McDonald's Corporation (MCD) | 0.0 | $98k | +67% | 322.00 | 305.63 |
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| Public Service Enterprise (PEG) | 0.0 | $97k | -3% | 1.2k | 80.30 |
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| Shell Spon Ads (SHEL) | 0.0 | $96k | 1.3k | 73.48 |
|
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $94k | 600.00 | 156.63 |
|
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| Applovin Corp Com Cl A (APP) | 0.0 | $92k | +70% | 136.00 | 673.82 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $91k | 1.0k | 87.35 |
|
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| Bristol Myers Squibb (BMY) | 0.0 | $89k | -10% | 1.7k | 53.94 |
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| DTE Energy Company (DTE) | 0.0 | $85k | 655.00 | 128.98 |
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| Capital One Financial (COF) | 0.0 | $82k | +126% | 340.00 | 242.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $82k | 820.00 | 99.90 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $76k | +8% | 658.00 | 116.09 |
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| Morgan Stanley Com New (MS) | 0.0 | $76k | 430.00 | 177.53 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $76k | 133.00 | 570.21 |
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| Hasbro (HAS) | 0.0 | $76k | 921.00 | 82.00 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $75k | 490.00 | 153.96 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $75k | 1.1k | 66.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $75k | 122.00 | 614.31 |
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| Vulcan Materials Company (VMC) | 0.0 | $74k | 258.00 | 285.22 |
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| Wynn Resorts (WYNN) | 0.0 | $70k | +132% | 580.00 | 120.33 |
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| Ge Aerospace Com New (GE) | 0.0 | $70k | 226.00 | 308.40 |
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| Simon Property (SPG) | 0.0 | $69k | 375.00 | 185.11 |
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| Altria (MO) | 0.0 | $67k | -6% | 1.2k | 57.66 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $66k | 785.00 | 84.64 |
|
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| UGI Corporation (UGI) | 0.0 | $66k | -3% | 1.8k | 37.43 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $66k | 1.3k | 50.70 |
|
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| Target Corporation (TGT) | 0.0 | $65k | 663.00 | 97.75 |
|
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| Vanguard World Health Car Etf (VHT) | 0.0 | $65k | -30% | 225.00 | 287.85 |
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| Cadence Design Systems (CDNS) | 0.0 | $65k | +168% | 207.00 | 312.58 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $63k | 217.00 | 290.22 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $61k | 57.00 | 1069.88 |
|
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| Medtronic SHS (MDT) | 0.0 | $60k | 628.00 | 96.06 |
|
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $60k | 580.00 | 103.13 |
|
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $60k | 1.1k | 54.77 |
|
|
| FedEx Corporation (FDX) | 0.0 | $58k | 200.00 | 288.86 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $57k | 271.00 | 210.34 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $57k | 125.00 | 453.36 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $56k | -4% | 200.00 | 278.92 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $56k | 300.00 | 185.04 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $54k | 1.1k | 47.53 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $54k | +4% | 115.00 | 468.77 |
|
| Intuit (INTU) | 0.0 | $54k | 81.00 | 662.43 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $54k | 690.00 | 77.68 |
|
|
| General Motors Company (GM) | 0.0 | $53k | +8% | 650.00 | 81.32 |
|
| Citigroup Com New (C) | 0.0 | $52k | +20% | 449.00 | 116.69 |
|
| Keysight Technologies (KEYS) | 0.0 | $52k | +497% | 257.00 | 203.19 |
|
| AFLAC Incorporated (AFL) | 0.0 | $52k | 472.00 | 110.29 |
|
|
| Corning Incorporated (GLW) | 0.0 | $51k | 587.00 | 87.56 |
|
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $50k | 1.0k | 49.90 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $49k | -20% | 976.00 | 50.52 |
|
| Palo Alto Networks (PANW) | 0.0 | $49k | 266.00 | 184.20 |
|
|
| Listed Fds Tr Roundhill Sports (BETZ) | 0.0 | $48k | 2.3k | 20.98 |
|
|
| Madison Square Garden Entmt Com Cl A (MSGE) | 0.0 | $47k | NEW | 870.00 | 53.89 |
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $47k | 858.00 | 54.59 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $47k | 674.00 | 69.47 |
|
|
| UnitedHealth (UNH) | 0.0 | $46k | -6% | 139.00 | 330.12 |
|
| Aon Shs Cl A (AON) | 0.0 | $45k | +884% | 128.00 | 352.88 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $45k | 59.00 | 753.80 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $44k | NEW | 130.00 | 340.08 |
|
| Honeywell International (HON) | 0.0 | $44k | -6% | 226.00 | 195.09 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $43k | 2.6k | 16.49 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $43k | +8% | 1.9k | 22.15 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $42k | NEW | 260.00 | 161.63 |
|
| Hershey Company (HSY) | 0.0 | $42k | NEW | 230.00 | 181.98 |
|
| Brixmor Prty (BRX) | 0.0 | $42k | NEW | 1.6k | 26.22 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $41k | NEW | 235.00 | 174.19 |
|
| Air Products & Chemicals (APD) | 0.0 | $41k | +166% | 165.00 | 247.02 |
|
| Ge Vernova (GEV) | 0.0 | $41k | 62.00 | 653.58 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $40k | 516.00 | 77.53 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $40k | 70.00 | 566.37 |
|
|
| Analog Devices (ADI) | 0.0 | $39k | 145.00 | 271.20 |
|
|
| F5 Networks (FFIV) | 0.0 | $39k | 154.00 | 255.27 |
|
|
| Fortive (FTV) | 0.0 | $39k | 711.00 | 55.21 |
|
|
| Unum (UNM) | 0.0 | $39k | 500.00 | 77.50 |
|
|
| Renasant (RNST) | 0.0 | $39k | 1.1k | 35.22 |
|
|
| Celestica (CLS) | 0.0 | $38k | NEW | 130.00 | 295.62 |
|
| Astrazeneca Sponsored Adr | 0.0 | $38k | 415.00 | 91.93 |
|
|
| Caterpillar (CAT) | 0.0 | $37k | +8% | 65.00 | 572.88 |
|
| General Dynamics Corporation (GD) | 0.0 | $37k | 110.00 | 336.66 |
|
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $37k | 800.00 | 45.80 |
|
|
| Dillards Cl A (DDS) | 0.0 | $36k | 60.00 | 606.35 |
|
Past Filings by Atlantic Edge Private Wealth Management
SEC 13F filings are viewable for Atlantic Edge Private Wealth Management going back to 2023
- Atlantic Edge Private Wealth Management 2025 Q4 filed Jan. 27, 2026
- Atlantic Edge Private Wealth Management 2025 Q3 filed Oct. 24, 2025
- Atlantic Edge Private Wealth Management 2025 Q2 filed July 30, 2025
- Atlantic Edge Private Wealth Management 2025 Q1 filed April 29, 2025
- Atlantic Edge Private Wealth Management 2024 Q4 filed Jan. 29, 2025
- Atlantic Edge Private Wealth Management 2024 Q3 filed Nov. 6, 2024
- Atlantic Edge Private Wealth Management 2024 Q2 filed July 26, 2024
- Atlantic Edge Private Wealth Management 2024 Q1 filed May 8, 2024
- Atlantic Edge Private Wealth Management 2023 Q4 filed Feb. 8, 2024