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, IJH, MINT, IVV, and represent 24.07% of Atlantic Edge Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JAAA, MSFT, APTV, LOW, IUSV, VOO, GOOGL, IVV, INGR, IJH.
- Started 50 new stock positions in NBIS, LAZ, FTNT, ARKW, VNAM, FAST, PWRD, LVS, CG, NIO.
- Reduced shares in these 10 stocks: HPQ, KLAC, ORCL, ROP, IEFA, AMP, TGT, IEMG, VUG, RSP.
- Sold out of its positions in CSWC, CERT, CHYM, CRCL, GAP, GTLB, Global Medical Reit, GSBD, PHG, OCSL. XLC, SFM, TPVG, USO, ESGV, WEC, ONON, LPG.
- Atlantic Edge Private Wealth Management was a net buyer of stock by $2.1M.
- Atlantic Edge Private Wealth Management has $389M in assets under management (AUM), dropping by 6.74%.
- Central Index Key (CIK): 0002011145
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Portfolio Holdings for Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management holds 541 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Atlantic Edge Private Wealth Management has 541 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atlantic Edge Private Wealth Management Sept. 30, 2025 positions
- Download the Atlantic Edge Private Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 6.0 | $23M | -2% | 267k | 87.31 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 4.9 | $19M | +22% | 377k | 50.78 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.8 | $19M | 284k | 65.26 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 4.5 | $18M | 174k | 100.69 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.9 | $15M | 23k | 669.30 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.5 | $14M | 23k | 596.03 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 3.2 | $13M | 264k | 47.52 |
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| Apple (AAPL) | 3.1 | $12M | 47k | 254.63 |
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| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 2.6 | $10M | 204k | 49.81 |
|
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.3 | $9.1M | 114k | 79.93 |
|
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| Microsoft Corporation (MSFT) | 2.3 | $9.1M | +31% | 18k | 517.95 |
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| NVIDIA Corporation (NVDA) | 2.3 | $9.0M | 48k | 186.58 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $8.4M | 70k | 120.72 |
|
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| Ishares Msci Emrg Chn (EMXC) | 2.1 | $8.4M | 124k | 67.51 |
|
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| Ishares Core Msci Emkt (IEMG) | 2.1 | $8.3M | -4% | 127k | 65.92 |
|
| Kla Corp Com New (KLAC) | 1.7 | $6.5M | -17% | 6.0k | 1078.61 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $5.9M | +6% | 24k | 243.10 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.5 | $5.9M | +2% | 197k | 29.73 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $5.7M | 21k | 279.29 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.5 | $5.7M | -2% | 30k | 189.70 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $5.6M | 18k | 315.43 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $4.9M | 91k | 54.18 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $4.7M | 51k | 93.37 |
|
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| Meta Platforms Cl A (META) | 1.1 | $4.4M | 6.0k | 734.42 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $4.1M | 8.8k | 468.41 |
|
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| McKesson Corporation (MCK) | 1.0 | $4.0M | 5.2k | 772.53 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $4.0M | 66k | 59.92 |
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| Oracle Corporation (ORCL) | 0.9 | $3.7M | -18% | 13k | 281.25 |
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| Quanta Services (PWR) | 0.9 | $3.6M | 8.6k | 414.42 |
|
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| Advanced Micro Devices (AMD) | 0.9 | $3.4M | +2% | 21k | 161.79 |
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| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.9 | $3.3M | 78k | 42.69 |
|
|
| United Rentals (URI) | 0.8 | $3.2M | 3.4k | 954.79 |
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| Cisco Systems (CSCO) | 0.8 | $3.2M | 47k | 68.42 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.8 | $3.0M | -3% | 29k | 104.96 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $3.0M | 5.3k | 568.77 |
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| Lowe's Companies (LOW) | 0.8 | $3.0M | +18% | 12k | 251.31 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $2.9M | 91k | 31.62 |
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| Aptiv Com Shs (APTV) | 0.7 | $2.7M | +21% | 32k | 86.22 |
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| D.R. Horton (DHI) | 0.7 | $2.6M | 16k | 169.47 |
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| International Business Machines (IBM) | 0.7 | $2.6M | 9.1k | 282.16 |
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| Travelers Companies (TRV) | 0.6 | $2.5M | 8.8k | 279.22 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $2.4M | 5.0k | 485.03 |
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| Fiserv (FI) | 0.6 | $2.4M | 18k | 128.93 |
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| Cummins (CMI) | 0.6 | $2.3M | 5.6k | 422.34 |
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| Darden Restaurants (DRI) | 0.6 | $2.2M | 12k | 190.37 |
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| Wabtec Corporation (WAB) | 0.6 | $2.2M | 11k | 200.47 |
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| Ameriprise Financial (AMP) | 0.6 | $2.2M | -19% | 4.4k | 491.26 |
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| Netflix (NFLX) | 0.6 | $2.2M | 1.8k | 1198.92 |
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| Bank of America Corporation (BAC) | 0.5 | $2.1M | 40k | 51.59 |
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| Stryker Corporation (SYK) | 0.5 | $2.0M | 5.5k | 369.66 |
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| Danaher Corporation (DHR) | 0.5 | $1.9M | 9.7k | 198.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.9M | +29% | 3.1k | 612.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.9M | 2.8k | 666.18 |
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| Cbre Group Cl A (CBRE) | 0.5 | $1.8M | 11k | 157.55 |
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| Roper Industries (ROP) | 0.4 | $1.7M | -28% | 3.4k | 498.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.6M | 7.6k | 215.78 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.5M | 6.4k | 236.37 |
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| Ingredion Incorporated (INGR) | 0.4 | $1.5M | +20% | 12k | 122.11 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.5M | -5% | 4.2k | 352.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.4M | -15% | 3.0k | 479.61 |
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| MetLife (MET) | 0.3 | $1.3M | 16k | 82.37 |
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| Valero Energy Corporation (VLO) | 0.3 | $1.3M | 7.6k | 170.26 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.3M | 19k | 67.83 |
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| Incyte Corporation (INCY) | 0.3 | $1.2M | 15k | 84.81 |
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| Chevron Corporation (CVX) | 0.3 | $1.2M | -6% | 7.6k | 155.28 |
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| Verizon Communications (VZ) | 0.3 | $1.2M | +2% | 27k | 43.95 |
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| Walt Disney Company (DIS) | 0.3 | $1.2M | 10k | 114.50 |
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| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.3 | $1.1M | 17k | 66.21 |
|
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| Constellation Brands Cl A (STZ) | 0.3 | $1.1M | 8.1k | 134.68 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.0M | +2% | 3.1k | 328.18 |
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| Merck & Co (MRK) | 0.3 | $1.0M | 12k | 83.93 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $946k | 7.3k | 129.72 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $937k | -2% | 4.5k | 206.51 |
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| Sherwin-Williams Company (SHW) | 0.2 | $932k | -3% | 2.7k | 346.30 |
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| Eli Lilly & Co. (LLY) | 0.2 | $923k | +2% | 1.2k | 763.00 |
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| Keurig Dr Pepper (KDP) | 0.2 | $887k | -4% | 35k | 25.51 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $861k | 5.1k | 167.33 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $823k | 8.6k | 95.89 |
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| ConocoPhillips (COP) | 0.2 | $786k | 8.3k | 94.59 |
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| LKQ Corporation (LKQ) | 0.2 | $785k | -5% | 26k | 30.54 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $770k | -2% | 1.4k | 562.29 |
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| Eaton Corp SHS (ETN) | 0.2 | $725k | 1.9k | 374.25 |
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| Marriott Intl Cl A (MAR) | 0.2 | $711k | 2.7k | 260.44 |
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| Norfolk Southern (NSC) | 0.2 | $709k | -2% | 2.4k | 300.47 |
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| CVS Caremark Corporation (CVS) | 0.2 | $674k | 8.9k | 75.39 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.2 | $658k | -10% | 14k | 48.22 |
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| Amazon (AMZN) | 0.2 | $632k | 2.9k | 219.57 |
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| Home Depot (HD) | 0.2 | $623k | 1.5k | 405.09 |
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| Abbvie (ABBV) | 0.1 | $573k | 2.5k | 231.57 |
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| Coca-Cola Company (KO) | 0.1 | $529k | 8.0k | 66.32 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $522k | 1.9k | 281.86 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $511k | -2% | 2.7k | 192.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $466k | +2% | 1.9k | 243.55 |
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| Johnson & Johnson (JNJ) | 0.1 | $450k | 2.4k | 185.42 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $450k | NEW | 4.5k | 99.95 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $435k | 3.1k | 141.50 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $419k | 2.1k | 195.86 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $415k | 2.2k | 187.73 |
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| Goldman Sachs (GS) | 0.1 | $414k | +2% | 520.00 | 796.35 |
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| Ameris Ban (ABCB) | 0.1 | $410k | 5.6k | 73.31 |
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| Philip Morris International (PM) | 0.1 | $396k | 2.4k | 162.20 |
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| Paccar (PCAR) | 0.1 | $388k | 3.9k | 98.32 |
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| Deere & Company (DE) | 0.1 | $382k | 836.00 | 457.26 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $363k | 3.8k | 96.55 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $337k | 6.3k | 53.40 |
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| State Street Corporation (STT) | 0.1 | $334k | 2.9k | 116.01 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $324k | 6.1k | 53.03 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $318k | 3.2k | 98.59 |
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| Abbott Laboratories (ABT) | 0.1 | $314k | -3% | 2.3k | 133.94 |
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| Procter & Gamble Company (PG) | 0.1 | $308k | -7% | 2.0k | 153.65 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $299k | 9.5k | 31.51 |
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| Visa Com Cl A (V) | 0.1 | $295k | -5% | 864.00 | 341.38 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $290k | +2% | 1.2k | 241.96 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $289k | +2% | 6.1k | 46.93 |
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| Broadcom (AVGO) | 0.1 | $286k | +4% | 868.00 | 329.91 |
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| Global X Fds Gbl X Blockchain (BKCH) | 0.1 | $283k | 3.3k | 86.28 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $281k | 2.5k | 110.59 |
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| Amgen (AMGN) | 0.1 | $277k | 982.00 | 282.20 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $276k | 2.2k | 128.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $266k | +263% | 2.2k | 118.83 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $260k | 730.00 | 355.47 |
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| Sempra Energy (SRE) | 0.1 | $255k | -2% | 2.8k | 89.98 |
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| Prudential Financial (PRU) | 0.1 | $254k | -2% | 2.4k | 103.74 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $237k | 2.2k | 106.61 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $231k | 2.5k | 91.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $221k | -6% | 898.00 | 246.60 |
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| Unilever Spon Adr New (UL) | 0.1 | $213k | 3.6k | 59.28 |
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| Wal-Mart Stores (WMT) | 0.1 | $205k | 2.0k | 103.06 |
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| Molson Coors Beverage CL B (TAP) | 0.1 | $204k | -4% | 4.5k | 45.25 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $203k | +4% | 600.00 | 337.49 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $201k | 1.1k | 183.73 |
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| Nextera Energy (NEE) | 0.1 | $201k | 2.7k | 75.49 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $196k | 1.3k | 145.88 |
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| Hp (HPQ) | 0.0 | $194k | -87% | 7.1k | 27.23 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $181k | +325% | 362.00 | 499.21 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $179k | 2.0k | 89.62 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $177k | 1.3k | 141.49 |
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| Carrier Global Corporation (CARR) | 0.0 | $175k | 2.9k | 59.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $171k | 340.00 | 502.74 |
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| PNC Financial Services (PNC) | 0.0 | $171k | 850.00 | 200.93 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $167k | -9% | 1.5k | 112.75 |
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| Boeing Company (BA) | 0.0 | $165k | +15% | 764.00 | 215.83 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $164k | 1.5k | 110.90 |
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| AutoZone (AZO) | 0.0 | $163k | 38.00 | 4290.26 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $162k | 1.1k | 142.41 |
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| Agnico (AEM) | 0.0 | $160k | +5% | 951.00 | 168.56 |
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| Ishares Tr New York Mun Etf (NYF) | 0.0 | $155k | 2.9k | 53.35 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $152k | 6.5k | 23.28 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $151k | 3.0k | 50.40 |
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| Costco Wholesale Corporation (COST) | 0.0 | $150k | 162.00 | 925.64 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $146k | 2.0k | 72.77 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $143k | 982.00 | 145.65 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $140k | -7% | 1.9k | 74.37 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $140k | +51% | 765.00 | 182.42 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $140k | 2.4k | 58.72 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $139k | 1.3k | 106.78 |
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| CSX Corporation (CSX) | 0.0 | $137k | +3% | 3.9k | 35.51 |
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| Omega Healthcare Investors (OHI) | 0.0 | $132k | 3.1k | 42.22 |
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| American Express Company (AXP) | 0.0 | $131k | +3% | 394.00 | 331.98 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $128k | 2.8k | 45.21 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $124k | 2.0k | 62.47 |
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| Constellation Energy (CEG) | 0.0 | $122k | 371.00 | 329.07 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $122k | 2.7k | 45.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $113k | 607.00 | 186.49 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $107k | +6% | 800.00 | 133.90 |
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| Public Service Enterprise (PEG) | 0.0 | $105k | 1.3k | 83.46 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $105k | 825.00 | 126.64 |
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| Truist Financial Corp equities (TFC) | 0.0 | $103k | 2.2k | 45.72 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $95k | 1.0k | 91.43 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $95k | 767.00 | 123.75 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $93k | 600.00 | 155.45 |
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| Shell Spon Ads (SHEL) | 0.0 | $93k | 1.3k | 71.53 |
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| DTE Energy Company (DTE) | 0.0 | $93k | 655.00 | 141.43 |
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| Nucor Corporation (NUE) | 0.0 | $88k | 652.00 | 135.43 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $84k | 325.00 | 259.60 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $84k | +7% | 1.1k | 76.40 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $84k | 350.00 | 239.64 |
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| Bristol Myers Squibb (BMY) | 0.0 | $83k | 1.9k | 45.10 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $82k | +75% | 1.2k | 67.07 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $82k | 820.00 | 100.23 |
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| Altria (MO) | 0.0 | $82k | 1.2k | 66.06 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $81k | 133.00 | 609.32 |
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| Tesla Motors (TSLA) | 0.0 | $81k | +8% | 182.00 | 444.73 |
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| Vulcan Materials Company (VMC) | 0.0 | $79k | 258.00 | 307.62 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $77k | 1.1k | 68.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $73k | 122.00 | 600.38 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $73k | 490.00 | 148.21 |
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| Simon Property (SPG) | 0.0 | $70k | 375.00 | 187.67 |
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| Hasbro (HAS) | 0.0 | $70k | 921.00 | 75.85 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $69k | 525.00 | 131.24 |
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| Morgan Stanley Com New (MS) | 0.0 | $68k | +40% | 430.00 | 158.96 |
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| Ge Aerospace Com New (GE) | 0.0 | $68k | 226.00 | 301.08 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $68k | +5% | 210.00 | 323.58 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $68k | 1.4k | 49.04 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $66k | +14% | 608.00 | 108.96 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $66k | 1.3k | 50.83 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $66k | 1.6k | 42.37 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $65k | 785.00 | 82.58 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $64k | 217.00 | 293.74 |
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| UGI Corporation (UGI) | 0.0 | $61k | 1.8k | 33.26 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $61k | 580.00 | 104.80 |
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| Medtronic SHS (MDT) | 0.0 | $60k | 628.00 | 95.24 |
|
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| Target Corporation (TGT) | 0.0 | $60k | -88% | 663.00 | 89.70 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $59k | -10% | 1.1k | 53.87 |
|
| McDonald's Corporation (MCD) | 0.0 | $58k | 192.00 | 303.89 |
|
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $58k | +8% | 1.0k | 58.01 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $58k | NEW | 80.00 | 718.55 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $57k | 300.00 | 189.41 |
|
|
| Intuit (INTU) | 0.0 | $55k | 81.00 | 682.91 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $55k | +375% | 57.00 | 968.11 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $55k | 271.00 | 203.59 |
|
|
| Listed Fds Tr Roundhill Sports (BETZ) | 0.0 | $55k | 2.3k | 23.87 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $54k | 1.1k | 47.52 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $54k | +10% | 266.00 | 203.62 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $54k | 690.00 | 78.37 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $54k | +4% | 110.00 | 490.38 |
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $53k | +5% | 1.8k | 29.79 |
|
| AFLAC Incorporated (AFL) | 0.0 | $53k | 472.00 | 111.72 |
|
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $52k | 858.00 | 60.49 |
|
|
| UnitedHealth (UNH) | 0.0 | $51k | -35% | 149.00 | 345.30 |
|
| Honeywell International (HON) | 0.0 | $51k | 241.00 | 210.50 |
|
|
| F5 Networks (FFIV) | 0.0 | $50k | 154.00 | 323.19 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $49k | 125.00 | 391.64 |
|
|
| Corning Incorporated (GLW) | 0.0 | $48k | +20% | 587.00 | 82.03 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $48k | 225.00 | 213.73 |
|
|
| FedEx Corporation (FDX) | 0.0 | $47k | -4% | 200.00 | 235.81 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $45k | 674.00 | 67.26 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $45k | 2.6k | 17.16 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $44k | 59.00 | 746.64 |
|
|
| Renasant (RNST) | 0.0 | $41k | 1.1k | 36.89 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $40k | 516.00 | 76.72 |
|
|
| Unum (UNM) | 0.0 | $39k | 500.00 | 77.78 |
|
|
| Ge Vernova (GEV) | 0.0 | $38k | -4% | 62.00 | 614.90 |
|
| Citigroup Com New (C) | 0.0 | $38k | +25% | 374.00 | 101.50 |
|
| General Dynamics Corporation (GD) | 0.0 | $38k | 110.00 | 341.00 |
|
|
| Dillards Cl A (DDS) | 0.0 | $37k | 60.00 | 614.48 |
|
|
| Consolidated Edison (ED) | 0.0 | $37k | 366.00 | 100.52 |
|
|
| ResMed (RMD) | 0.0 | $37k | 134.00 | 273.73 |
|
|
| General Motors Company (GM) | 0.0 | $37k | 600.00 | 60.97 |
|
|
| Or Royalties Com Shs (OR) | 0.0 | $36k | 900.00 | 40.08 |
|
|
| Analog Devices (ADI) | 0.0 | $36k | 145.00 | 245.70 |
|
|
| Fortive (FTV) | 0.0 | $35k | 711.00 | 48.99 |
|
|
| Toll Brothers (TOL) | 0.0 | $35k | 250.00 | 138.14 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $34k | +23% | 395.00 | 87.21 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $34k | 281.00 | 122.42 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $34k | 426.00 | 79.80 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $34k | 380.00 | 89.34 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $34k | +52% | 130.00 | 259.45 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $33k | 1.3k | 25.92 |
|
|
| Cyberark Software SHS (CYBR) | 0.0 | $32k | +17% | 67.00 | 483.16 |
|
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 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