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, EMXC, JAAA, UITB, KLAC, and represent 23.78% of Atlantic Edge Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$16M), BND (+$13M), UITB (+$9.0M), EMXC (+$7.8M), IWF, AFRM, FCX, TRV, VUG, UNP.
- Started 52 new stock positions in SPCX, CEVA, WCC, CCL, DXC, XOVR, CRWV, ANET, AAOI, JBL.
- Reduced shares in these 10 stocks: MINT (-$11M), AMD, IEMG, VCSH, IEFA, DHI, TMO, MCK, PWR, LOW.
- Sold out of its positions in AMN, ADBE, ACM, APA, ARES, AVNS, CAR, BDX, XRP, BSOL.
- Atlantic Edge Private Wealth Management was a net buyer of stock by $44M.
- Atlantic Edge Private Wealth Management has $489M in assets under management (AUM), dropping by 20.20%.
- Central Index Key (CIK): 0002011145
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Portfolio Holdings for Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management holds 613 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Atlantic Edge Private Wealth Management has 613 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atlantic Edge Private Wealth Management June 30, 2026 positions
- Download the Atlantic Edge Private Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 5.6 | $27M | -2% | 282k | 96.58 |
|
| Ishares Msci Emrg Chn (EMXC) | 5.2 | $26M | +43% | 250k | 102.30 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 4.9 | $24M | 472k | 50.49 |
|
|
| Victory Portfolios Ii Core Bd Etf (UITB) | 4.4 | $22M | +71% | 461k | 46.84 |
|
| Kla Corp Com New (KLAC) | 3.7 | $18M | +831% | 60k | 301.71 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $18M | 233k | 77.11 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $18M | +3% | 24k | 748.88 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 3.2 | $16M | 23k | 703.34 |
|
|
| Ishares Core Msci Emkt (IEMG) | 2.9 | $14M | -6% | 171k | 82.84 |
|
| Apple (AAPL) | 2.8 | $14M | 48k | 289.36 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $13M | +19407% | 173k | 73.41 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.5 | $12M | -47% | 122k | 100.81 |
|
| Advanced Micro Devices (AMD) | 2.2 | $11M | -13% | 19k | 580.91 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $11M | +6% | 53k | 200.09 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.1 | $10M | +3% | 22k | 477.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $8.8M | 25k | 357.37 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $7.6M | -11% | 96k | 79.03 |
|
| Cisco Systems (CSCO) | 1.5 | $7.3M | 62k | 117.46 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $7.0M | 51k | 137.53 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.4 | $6.9M | 237k | 29.24 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $6.8M | +2% | 113k | 59.69 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $6.7M | +4% | 31k | 212.77 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $6.0M | 18k | 327.33 |
|
|
| Microsoft Corporation (MSFT) | 1.2 | $6.0M | 16k | 373.02 |
|
|
| Quanta Services (PWR) | 1.2 | $5.6M | -9% | 7.8k | 720.04 |
|
| Spdr Index Shs Fds St Str Europ Etf (SPEU) | 1.1 | $5.2M | -7% | 95k | 54.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $5.1M | +5% | 49k | 103.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $4.4M | +300% | 35k | 124.17 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $4.4M | -2% | 61k | 71.25 |
|
| Travelers Companies (TRV) | 0.8 | $4.1M | +37% | 12k | 330.13 |
|
| United Rentals (URI) | 0.8 | $4.0M | +6% | 3.6k | 1132.90 |
|
| Cummins (CMI) | 0.8 | $4.0M | +3% | 5.6k | 713.23 |
|
| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.8 | $3.9M | 84k | 46.25 |
|
|
| Nvent Elec SHS (NVT) | 0.7 | $3.4M | +2% | 20k | 169.61 |
|
| McKesson Corporation (MCK) | 0.7 | $3.2M | -16% | 4.3k | 755.60 |
|
| Eaton Corp SHS (ETN) | 0.7 | $3.2M | +2% | 7.6k | 426.12 |
|
| Darden Restaurants (DRI) | 0.6 | $3.1M | 15k | 206.01 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $3.0M | 5.4k | 563.29 |
|
|
| Wabtec Corporation (WAB) | 0.6 | $3.0M | 11k | 269.60 |
|
|
| Oracle Corporation (ORCL) | 0.6 | $3.0M | +53% | 20k | 146.55 |
|
| Union Pacific Corporation (UNP) | 0.6 | $2.8M | +58% | 10k | 272.01 |
|
| Bank of America Corporation (BAC) | 0.6 | $2.8M | +11% | 49k | 56.98 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.7M | 5.3k | 513.61 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $2.6M | 23k | 112.88 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.5 | $2.5M | NEW | 31k | 81.55 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.5M | -4% | 81k | 30.49 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $2.4M | -22% | 4.8k | 501.36 |
|
| MetLife (MET) | 0.5 | $2.3M | +61% | 27k | 84.61 |
|
| Merck & Co (MRK) | 0.5 | $2.2M | 17k | 128.50 |
|
|
| American Electric Power Company (AEP) | 0.4 | $2.2M | 16k | 136.81 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.1M | 2.8k | 746.78 |
|
|
| Lowe's Companies (LOW) | 0.4 | $2.1M | -22% | 9.3k | 220.49 |
|
| Valero Energy Corporation (VLO) | 0.4 | $2.0M | -2% | 7.7k | 260.45 |
|
| Ameriprise Financial (AMP) | 0.4 | $2.0M | 4.3k | 458.76 |
|
|
| Aptiv Com Shs (APTV) | 0.4 | $1.9M | -2% | 32k | 61.38 |
|
| Roper Industries (ROP) | 0.4 | $1.9M | +80% | 5.5k | 338.39 |
|
| Verizon Communications (VZ) | 0.4 | $1.7M | -4% | 41k | 42.34 |
|
| D.R. Horton (DHI) | 0.3 | $1.7M | -32% | 11k | 162.89 |
|
| Incyte Corporation (INCY) | 0.3 | $1.6M | +2% | 15k | 113.36 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.6M | 6.7k | 236.63 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | +6% | 1.3k | 1199.43 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $1.5M | +6922% | 25k | 62.89 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.5M | +9% | 10k | 148.31 |
|
| Cbre Group Cl A (CBRE) | 0.3 | $1.5M | 11k | 134.69 |
|
|
| International Business Machines (IBM) | 0.3 | $1.5M | -3% | 5.3k | 281.22 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $1.5M | +21% | 13k | 110.15 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.4M | +121% | 2.1k | 686.81 |
|
| Danaher Corporation (DHR) | 0.3 | $1.4M | -23% | 7.3k | 190.48 |
|
| Stryker Corporation (SYK) | 0.3 | $1.4M | +12% | 4.4k | 314.84 |
|
| Netflix (NFLX) | 0.3 | $1.3M | -4% | 18k | 71.40 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.2M | -4% | 15k | 76.55 |
|
| Chevron Corporation (CVX) | 0.2 | $1.1M | -4% | 6.8k | 165.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.1M | +7357% | 13k | 86.14 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.1M | 7.2k | 147.73 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.0M | 4.5k | 227.06 |
|
|
| Constellation Brands Cl A (STZ) | 0.2 | $1.0M | -3% | 7.3k | 139.08 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.0M | 8.6k | 117.50 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.0M | -3% | 2.7k | 370.08 |
|
| ConocoPhillips (COP) | 0.2 | $984k | +2% | 9.5k | 103.96 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $966k | +2% | 9.3k | 103.45 |
|
| Keurig Dr Pepper (KDP) | 0.2 | $928k | +18% | 28k | 32.73 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $904k | 1.4k | 623.55 |
|
|
| Marriott Intl Cl A (MAR) | 0.2 | $901k | 2.4k | 370.59 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $897k | -8% | 4.7k | 189.73 |
|
| Walt Disney Company (DIS) | 0.2 | $872k | +2% | 9.1k | 96.25 |
|
| Johnson & Johnson (JNJ) | 0.2 | $773k | +5% | 3.0k | 253.99 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $757k | -9% | 2.2k | 344.33 |
|
| Norfolk Southern (NSC) | 0.2 | $735k | 2.3k | 314.65 |
|
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $732k | 45k | 16.28 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $685k | 2.7k | 255.67 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $685k | 1.9k | 353.33 |
|
|
| Broadcom (AVGO) | 0.1 | $679k | +10% | 1.8k | 377.82 |
|
| Amazon (AMZN) | 0.1 | $663k | +2% | 2.8k | 238.34 |
|
| Coca-Cola Company (KO) | 0.1 | $649k | 8.0k | 81.27 |
|
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| Abbvie (ABBV) | 0.1 | $608k | 2.4k | 251.64 |
|
|
| Spdr Series Trust St Nuve Term Etf (SHM) | 0.1 | $597k | -7% | 12k | 47.97 |
|
| LKQ Corporation (LKQ) | 0.1 | $557k | -15% | 21k | 26.33 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $550k | 3.1k | 178.60 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $540k | 2.1k | 252.23 |
|
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| Goldman Sachs (GS) | 0.1 | $531k | -2% | 525.00 | 1011.37 |
|
| Deere & Company (DE) | 0.1 | $530k | 836.00 | 634.33 |
|
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| Home Depot (HD) | 0.1 | $509k | -3% | 1.4k | 352.67 |
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| Ameris Ban (ABCB) | 0.1 | $504k | 5.6k | 90.26 |
|
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $497k | 2.6k | 190.52 |
|
|
| State Street Corporation (STT) | 0.1 | $488k | +2% | 2.9k | 169.60 |
|
| Paccar (PCAR) | 0.1 | $472k | +2% | 3.9k | 120.12 |
|
| Versigent Ordinary Shares (VGNT) | 0.1 | $444k | NEW | 11k | 42.01 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $443k | 1.3k | 354.57 |
|
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| Philip Morris International (PM) | 0.1 | $441k | 2.4k | 180.91 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $432k | 6.3k | 68.41 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $413k | 3.7k | 110.32 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $371k | 3.2k | 114.88 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $356k | 2.3k | 156.72 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $355k | +2% | 820.00 | 433.33 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $347k | 2.5k | 136.68 |
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| Amgen (AMGN) | 0.1 | $334k | -6% | 923.00 | 362.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $333k | 905.00 | 368.38 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $319k | 1.1k | 298.07 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $315k | -8% | 1.7k | 183.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $314k | -8% | 1.0k | 300.45 |
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| Visa Com Cl A (V) | 0.1 | $269k | +12% | 783.00 | 343.09 |
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| Sempra Energy (SRE) | 0.1 | $258k | 2.8k | 92.71 |
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| Global X Fds Gbl X Blockchain (BKCH) | 0.1 | $245k | 3.3k | 74.85 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $245k | -4% | 4.7k | 52.41 |
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| Procter & Gamble Company (PG) | 0.0 | $238k | -11% | 1.6k | 146.64 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $234k | 2.4k | 96.43 |
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| Nextera Energy (NEE) | 0.0 | $234k | 2.7k | 87.77 |
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| Wal-Mart Stores (WMT) | 0.0 | $231k | 2.0k | 113.26 |
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| Agnico (AEM) | 0.0 | $225k | -5% | 1.5k | 155.13 |
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| Prudential Financial (PRU) | 0.0 | $224k | 2.1k | 107.93 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $208k | 4.0k | 51.85 |
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| PNC Financial Services (PNC) | 0.0 | $208k | 845.00 | 246.22 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $207k | 2.7k | 75.51 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $203k | 4.0k | 50.83 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $201k | -2% | 1.5k | 136.72 |
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| Corning Incorporated (GLW) | 0.0 | $197k | -22% | 769.00 | 255.51 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $196k | +3% | 384.00 | 509.46 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $191k | +9% | 1.5k | 126.58 |
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| CSX Corporation (CSX) | 0.0 | $183k | 3.9k | 47.53 |
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| UnitedHealth (UNH) | 0.0 | $183k | +215% | 439.00 | 416.09 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $182k | 1.1k | 166.65 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $182k | +6% | 363.00 | 500.39 |
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| Fiserv (FISV) | 0.0 | $182k | -74% | 3.7k | 49.05 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $181k | 6.5k | 27.70 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $181k | -4% | 2.0k | 88.68 |
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| Abbott Laboratories (ABT) | 0.0 | $173k | -37% | 1.9k | 90.74 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $171k | 3.0k | 57.00 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $169k | 1.5k | 114.61 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $167k | 1.1k | 146.41 |
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| Palo Alto Networks (PANW) | 0.0 | $164k | +16% | 481.00 | 341.02 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $161k | 982.00 | 164.27 |
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| Carrier Global Corporation (CARR) | 0.0 | $159k | -12% | 2.2k | 73.35 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $159k | 2.4k | 67.01 |
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| Applied Materials (AMAT) | 0.0 | $157k | +66% | 217.00 | 723.00 |
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| Unilever Spon Adr New (UL) | 0.0 | $155k | -14% | 2.6k | 60.12 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $152k | 2.8k | 54.03 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $150k | 2.7k | 55.77 |
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| Costco Wholesale Corporation (COST) | 0.0 | $146k | -3% | 156.00 | 935.47 |
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| Nucor Corporation (NUE) | 0.0 | $145k | 652.00 | 222.75 |
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| Boeing Company (BA) | 0.0 | $144k | 664.00 | 216.47 |
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| Dick's Sporting Goods (DKS) | 0.0 | $139k | +14% | 614.00 | 226.73 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $138k | 1.3k | 106.47 |
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| Analog Devices (ADI) | 0.0 | $137k | 345.00 | 397.17 |
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| Hp (HPQ) | 0.0 | $136k | +3% | 6.2k | 21.94 |
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| Omega Healthcare Investors (OHI) | 0.0 | $135k | 2.8k | 47.68 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $133k | +3% | 67.00 | 1989.45 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $132k | 607.00 | 217.93 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $130k | +2874% | 1.5k | 87.07 |
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| American Express Company (AXP) | 0.0 | $127k | 374.00 | 338.30 |
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| McDonald's Corporation (MCD) | 0.0 | $125k | 462.00 | 270.31 |
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| Brixmor Prty (BRX) | 0.0 | $123k | +20% | 3.9k | 31.53 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $123k | 1.6k | 79.09 |
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| Block Cl A (XYZ) | 0.0 | $120k | +3068% | 1.6k | 76.00 |
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| Citizens Financial (CFG) | 0.0 | $118k | NEW | 1.7k | 70.08 |
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| Loar Holdings Com Shs (LOAR) | 0.0 | $117k | +26% | 1.4k | 80.61 |
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| AutoZone (AZO) | 0.0 | $115k | -5% | 36.00 | 3195.94 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $114k | 645.00 | 176.65 |
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| Air Products & Chemicals (APD) | 0.0 | $113k | +15% | 386.00 | 292.88 |
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| Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) | 0.0 | $112k | 5.0k | 22.45 |
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| Caterpillar (CAT) | 0.0 | $112k | +50% | 105.00 | 1064.90 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.0 | $111k | 1.5k | 76.16 |
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| Golar Lng SHS (GLNG) | 0.0 | $110k | 2.2k | 49.85 |
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| Casella Waste Sys Cl A (CWST) | 0.0 | $110k | NEW | 1.1k | 96.97 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $110k | -13% | 1.2k | 88.54 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $106k | -4% | 110.00 | 965.00 |
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| Carlisle Companies (CSL) | 0.0 | $105k | NEW | 290.00 | 363.06 |
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| Truist Financial Corp equities (TFC) | 0.0 | $103k | -10% | 2.1k | 49.82 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $102k | 800.00 | 127.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $101k | +17% | 137.00 | 736.40 |
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| Shell Spon Ads (SHEL) | 0.0 | $101k | 1.3k | 77.54 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $95k | 658.00 | 144.61 |
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| Bristol Myers Squibb (BMY) | 0.0 | $95k | -2% | 1.7k | 57.62 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $93k | +2% | 800.00 | 116.67 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $93k | 1.2k | 75.45 |
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| Constellation Energy (CEG) | 0.0 | $92k | 371.00 | 248.37 |
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| Sandisk Corp (SNDK) | 0.0 | $91k | +14% | 40.00 | 2273.75 |
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| TPG Com Cl A (TPG) | 0.0 | $90k | NEW | 2.2k | 40.55 |
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| Morgan Stanley Com New (MS) | 0.0 | $90k | 430.00 | 209.04 |
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| Tyson Foods Cl A (TSN) | 0.0 | $89k | NEW | 1.6k | 57.25 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $88k | 490.00 | 179.53 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $88k | 115.00 | 763.15 |
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| Tesla Motors (TSLA) | 0.0 | $87k | -8% | 207.00 | 420.60 |
|
| DTE Energy Company (DTE) | 0.0 | $87k | 570.00 | 152.37 |
|
|
| Celestica (CLS) | 0.0 | $86k | -46% | 235.00 | 364.80 |
|
| Ge Aerospace Com New (GE) | 0.0 | $85k | 226.00 | 374.50 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $84k | 1.6k | 53.47 |
|
|
| Simon Property (SPG) | 0.0 | $84k | 375.00 | 223.65 |
|
|
| Target Corporation (TGT) | 0.0 | $83k | -3% | 638.00 | 130.61 |
|
| Altria (MO) | 0.0 | $83k | 1.2k | 71.95 |
|
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $81k | 1.1k | 72.66 |
|
|
| Ge Vernova (GEV) | 0.0 | $80k | +9% | 68.00 | 1174.87 |
|
| Doordash Cl A (DASH) | 0.0 | $77k | 415.00 | 184.53 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $76k | 258.00 | 295.01 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $75k | 785.00 | 95.44 |
|
|
| Servicenow (NOW) | 0.0 | $75k | -15% | 750.00 | 99.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $73k | 736.00 | 98.93 |
|
|
| Hasbro (HAS) | 0.0 | $72k | 871.00 | 82.59 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $70k | +300% | 868.00 | 80.57 |
|
| Public Service Enterprise (PEG) | 0.0 | $69k | 855.00 | 81.16 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $69k | +2% | 136.00 | 509.32 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $68k | -8% | 950.00 | 71.60 |
|
| F5 Networks (FFIV) | 0.0 | $67k | +5% | 162.00 | 415.96 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $67k | 225.00 | 299.01 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $66k | +63% | 1.3k | 52.77 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $66k | 271.00 | 242.43 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $65k | 1.1k | 56.59 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $64k | 200.00 | 317.53 |
|
|
| Citigroup Com New (C) | 0.0 | $63k | 449.00 | 139.96 |
|
|
| FedEx Corporation (FDX) | 0.0 | $63k | 200.00 | 313.13 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $62k | 125.00 | 496.74 |
|
|
| UGI Corporation (UGI) | 0.0 | $61k | 1.8k | 34.54 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $60k | +12% | 140.00 | 431.46 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $60k | -11% | 117.00 | 515.23 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $59k | 300.00 | 195.73 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $58k | 1.1k | 53.61 |
|
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $58k | 1.0k | 58.01 |
|
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $57k | 690.00 | 83.07 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $57k | 560.00 | 101.10 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $56k | +700% | 472.00 | 119.52 |
|
| AFLAC Incorporated (AFL) | 0.0 | $55k | 472.00 | 117.27 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $55k | 976.00 | 56.01 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $55k | 674.00 | 81.06 |
|
|
| Blackberry (BB) | 0.0 | $54k | NEW | 4.3k | 12.65 |
|
| TJX Companies (TJX) | 0.0 | $54k | +63% | 353.00 | 151.50 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $52k | NEW | 303.00 | 170.61 |
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $52k | -50% | 198.00 | 260.64 |
|
| General Motors Company (GM) | 0.0 | $50k | 650.00 | 77.08 |
|
|
| Linde SHS (LIN) | 0.0 | $50k | +41% | 96.00 | 518.95 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $50k | 2.6k | 19.12 |
|
|
| Medtronic SHS (MDT) | 0.0 | $49k | 628.00 | 78.23 |
|
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 2026 Q2 filed July 23, 2026
- Atlantic Edge Private Wealth Management 2026 Q1 filed April 22, 2026
- 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