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, IJH, IVV, and represent 25.53% of Atlantic Edge Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MINT, EMXC, JAAA, DRI, CSCO, VZ, IJR, FFC, IEMG, MRK.
- Started 47 new stock positions in TFPM, SYLD, LOAR, IBKR, DASH, PNFP, TSEM, USTB, Versamet Royalties Corp, XRP.
- Reduced shares in these 10 stocks: SPEU, IVW, VOO, IBM, ADBE, MSFT, SYK, META, VUG, ORCL.
- Sold out of its positions in ARKW, AstraZeneca, AVTR, NET, DKNG, FDS, HLI, HII, ETHA, LMND.
- Atlantic Edge Private Wealth Management was a net buyer of stock by $8.2M.
- Atlantic Edge Private Wealth Management has $407M in assets under management (AUM), dropping by 1.13%.
- Central Index Key (CIK): 0002011145
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Portfolio Holdings for Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management holds 595 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Atlantic Edge Private Wealth Management has 595 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atlantic Edge Private Wealth Management March 31, 2026 positions
- Download the Atlantic Edge Private Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 6.5 | $26M | +2% | 291k | 90.53 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.8 | $24M | +6% | 470k | 50.37 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 5.8 | $24M | +26% | 234k | 100.57 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $16M | +2% | 229k | 67.53 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $15M | 23k | 653.22 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 3.4 | $14M | 22k | 616.76 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 3.4 | $14M | +40% | 174k | 78.66 |
|
| Ishares Core Msci Emkt (IEMG) | 3.1 | $13M | +5% | 183k | 69.75 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 3.1 | $13M | 270k | 47.02 |
|
|
| Apple (AAPL) | 2.9 | $12M | +2% | 47k | 253.79 |
|
| Kla Corp Com New (KLAC) | 2.3 | $9.5M | +6% | 6.4k | 1472.41 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $8.6M | 49k | 174.40 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.1 | $8.6M | 109k | 79.27 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.7 | $7.1M | 21k | 337.95 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $7.0M | 25k | 287.56 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.7 | $6.8M | +8% | 236k | 28.72 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $6.0M | +7% | 110k | 54.05 |
|
| Microsoft Corporation (MSFT) | 1.5 | $5.9M | -8% | 16k | 370.17 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $5.7M | +3% | 30k | 191.92 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $5.7M | -30% | 51k | 113.11 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $5.4M | 18k | 294.16 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEU) | 1.3 | $5.3M | -47% | 103k | 51.24 |
|
| Quanta Services (PWR) | 1.2 | $4.8M | 8.7k | 549.02 |
|
|
| Cisco Systems (CSCO) | 1.2 | $4.7M | +30% | 61k | 77.59 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $4.5M | -3% | 47k | 97.13 |
|
| McKesson Corporation (MCK) | 1.1 | $4.5M | 5.2k | 865.36 |
|
|
| Advanced Micro Devices (AMD) | 1.1 | $4.4M | 22k | 203.43 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $4.0M | -4% | 62k | 64.08 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $3.7M | 8.8k | 426.40 |
|
|
| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.9 | $3.5M | +5% | 84k | 41.81 |
|
| Meta Platforms Cl A (META) | 0.8 | $3.1M | -13% | 5.4k | 572.13 |
|
| Thermo Fisher Scientific (TMO) | 0.8 | $3.1M | 6.2k | 491.53 |
|
|
| Cummins (CMI) | 0.7 | $2.9M | 5.5k | 538.02 |
|
|
| Darden Restaurants (DRI) | 0.7 | $2.9M | +67% | 15k | 196.04 |
|
| Lowe's Companies (LOW) | 0.7 | $2.8M | 12k | 236.28 |
|
|
| Wabtec Corporation (WAB) | 0.7 | $2.8M | 11k | 249.91 |
|
|
| Eaton Corp SHS (ETN) | 0.7 | $2.6M | 7.4k | 357.67 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.6M | 5.3k | 499.66 |
|
|
| Travelers Companies (TRV) | 0.6 | $2.6M | 9.0k | 291.68 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $2.6M | 85k | 30.32 |
|
|
| United Rentals (URI) | 0.6 | $2.4M | 3.4k | 728.56 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.6 | $2.4M | +3% | 23k | 103.37 |
|
| Nvent Elec SHS (NVT) | 0.6 | $2.3M | +5% | 20k | 118.28 |
|
| Aptiv Com Shs (APTV) | 0.6 | $2.2M | 32k | 69.44 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $2.1M | +4% | 44k | 48.75 |
|
| D.R. Horton (DHI) | 0.5 | $2.1M | 16k | 137.22 |
|
|
| Verizon Communications (VZ) | 0.5 | $2.1M | +92% | 42k | 50.20 |
|
| Merck & Co (MRK) | 0.5 | $2.1M | +43% | 18k | 120.29 |
|
| American Electric Power Company (AEP) | 0.5 | $2.0M | 16k | 131.08 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $2.0M | -16% | 13k | 147.11 |
|
| Valero Energy Corporation (VLO) | 0.5 | $1.9M | 7.8k | 247.08 |
|
|
| Ameriprise Financial (AMP) | 0.5 | $1.9M | 4.3k | 444.38 |
|
|
| Danaher Corporation (DHR) | 0.4 | $1.8M | 9.6k | 189.60 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.8M | 2.8k | 650.35 |
|
|
| Netflix (NFLX) | 0.4 | $1.8M | 18k | 96.15 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $1.6M | 6.6k | 242.62 |
|
|
| Cbre Group Cl A (CBRE) | 0.4 | $1.6M | 12k | 135.46 |
|
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| Chevron Corporation (CVX) | 0.4 | $1.5M | 7.1k | 206.90 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.4M | 6.7k | 215.07 |
|
|
| International Business Machines (IBM) | 0.3 | $1.3M | -38% | 5.5k | 242.39 |
|
| Incyte Corporation (INCY) | 0.3 | $1.3M | -2% | 14k | 94.12 |
|
| Stryker Corporation (SYK) | 0.3 | $1.3M | -28% | 3.9k | 328.59 |
|
| ConocoPhillips (COP) | 0.3 | $1.2M | +9% | 9.2k | 132.00 |
|
| MetLife (MET) | 0.3 | $1.2M | +8% | 17k | 70.72 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.2M | -4% | 16k | 74.35 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.2M | +344% | 9.4k | 124.31 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $1.1M | 1.5k | 772.64 |
|
|
| Constellation Brands Cl A (STZ) | 0.3 | $1.1M | +6% | 7.6k | 150.00 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $1.1M | 11k | 102.25 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | 1.2k | 919.77 |
|
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| Roper Industries (ROP) | 0.3 | $1.1M | 3.0k | 353.86 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $993k | 5.1k | 192.90 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $958k | 4.5k | 211.15 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $948k | 7.2k | 132.50 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $902k | -7% | 2.8k | 320.84 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $864k | 8.6k | 100.62 |
|
|
| Walt Disney Company (DIS) | 0.2 | $850k | -16% | 8.8k | 96.38 |
|
| Fiserv (FISV) | 0.2 | $796k | -5% | 14k | 55.80 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $795k | 2.4k | 327.07 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $780k | +4% | 2.4k | 320.55 |
|
| LKQ Corporation (LKQ) | 0.2 | $734k | +4% | 25k | 29.37 |
|
| Johnson & Johnson (JNJ) | 0.2 | $704k | +9% | 2.9k | 244.44 |
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.2 | $696k | NEW | 45k | 15.49 |
|
| Norfolk Southern (NSC) | 0.2 | $670k | 2.3k | 287.06 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $655k | 9.1k | 71.82 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $654k | 2.7k | 244.18 |
|
|
| Spdr Series Trust State Street Spd (SHM) | 0.2 | $641k | 13k | 47.83 |
|
|
| Keurig Dr Pepper (KDP) | 0.2 | $628k | 24k | 26.33 |
|
|
| Coca-Cola Company (KO) | 0.1 | $607k | 8.0k | 76.05 |
|
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| Amazon (AMZN) | 0.1 | $563k | -6% | 2.7k | 208.27 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $560k | -60% | 937.00 | 597.55 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $556k | 1.9k | 286.86 |
|
|
| Abbvie (ABBV) | 0.1 | $526k | 2.4k | 217.52 |
|
|
| Broadcom (AVGO) | 0.1 | $505k | +88% | 1.6k | 309.51 |
|
| Ingredion Incorporated (INGR) | 0.1 | $503k | 4.5k | 112.66 |
|
|
| Home Depot (HD) | 0.1 | $493k | 1.5k | 328.86 |
|
|
| Deere & Company (DE) | 0.1 | $471k | 836.00 | 563.30 |
|
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| Goldman Sachs (GS) | 0.1 | $457k | 540.00 | 845.99 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $445k | 3.1k | 144.71 |
|
|
| Paccar (PCAR) | 0.1 | $443k | 3.8k | 115.50 |
|
|
| Ameris Ban (ABCB) | 0.1 | $436k | 5.6k | 77.99 |
|
|
| Philip Morris International (PM) | 0.1 | $403k | 2.4k | 165.34 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $389k | +3% | 905.00 | 430.29 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $388k | 2.1k | 181.42 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $364k | 3.7k | 97.23 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $358k | 6.3k | 56.79 |
|
|
| State Street Corporation (STT) | 0.1 | $355k | 2.8k | 126.56 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $346k | 2.6k | 132.90 |
|
|
| Amgen (AMGN) | 0.1 | $346k | 982.00 | 351.85 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $341k | 2.2k | 152.75 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $335k | 1.9k | 179.84 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $312k | +17% | 3.0k | 102.67 |
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| Agnico (AEM) | 0.1 | $311k | +2% | 1.5k | 202.98 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $302k | 3.2k | 93.66 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $301k | 2.5k | 118.45 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $284k | -4% | 1.1k | 248.00 |
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| Sempra Energy (SRE) | 0.1 | $270k | 2.8k | 97.17 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $264k | 1.8k | 144.44 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $258k | +2% | 1.5k | 169.66 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $256k | -19% | 4.9k | 52.56 |
|
| Wal-Mart Stores (WMT) | 0.1 | $250k | -16% | 2.0k | 124.28 |
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| Nextera Energy (NEE) | 0.1 | $248k | 2.7k | 92.88 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $242k | +37% | 2.7k | 88.16 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $225k | 372.00 | 604.39 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $215k | 2.4k | 88.70 |
|
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $211k | 4.0k | 52.64 |
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|
| Visa Com Cl A (V) | 0.1 | $210k | -9% | 695.00 | 302.24 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $208k | 1.1k | 194.14 |
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| Prudential Financial (PRU) | 0.0 | $203k | -11% | 2.1k | 97.69 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $200k | 4.0k | 49.97 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $189k | 1.3k | 151.28 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $188k | -2% | 2.1k | 88.42 |
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| Global X Fds Gbl X Blockchain (BKCH) | 0.0 | $183k | 3.3k | 55.84 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $181k | +24% | 1.4k | 130.94 |
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| PNC Financial Services (PNC) | 0.0 | $176k | 845.00 | 208.09 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $173k | -4% | 3.0k | 56.97 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $171k | 863.00 | 198.29 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $171k | 800.00 | 213.66 |
|
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $171k | 1.5k | 116.11 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $163k | 340.00 | 479.20 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $162k | 6.5k | 24.75 |
|
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| Costco Wholesale Corporation (COST) | 0.0 | $161k | 162.00 | 996.43 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $161k | 1.1k | 147.54 |
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| CSX Corporation (CSX) | 0.0 | $158k | 3.9k | 41.05 |
|
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $157k | 3.0k | 52.30 |
|
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $146k | 2.4k | 61.64 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $146k | 1.1k | 128.12 |
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| Keysight Technologies (KEYS) | 0.0 | $145k | +100% | 514.00 | 282.37 |
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| McDonald's Corporation (MCD) | 0.0 | $142k | +41% | 457.00 | 310.79 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $140k | 982.00 | 142.43 |
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| Carrier Global Corporation (CARR) | 0.0 | $140k | -10% | 2.5k | 56.31 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $139k | 1.3k | 106.50 |
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| Corning Incorporated (GLW) | 0.0 | $136k | +69% | 997.00 | 135.97 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $134k | 2.8k | 47.53 |
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| Boeing Company (BA) | 0.0 | $133k | 669.00 | 199.03 |
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| AutoZone (AZO) | 0.0 | $128k | 38.00 | 3377.79 |
|
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| Omega Healthcare Investors (OHI) | 0.0 | $124k | 2.8k | 43.82 |
|
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $123k | 2.7k | 45.87 |
|
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| Celestica (CLS) | 0.0 | $123k | +235% | 436.00 | 281.68 |
|
| Golar Lng SHS (GLNG) | 0.0 | $121k | NEW | 2.2k | 54.11 |
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| Shell Spon Ads (SHEL) | 0.0 | $121k | 1.3k | 93.00 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $119k | 607.00 | 196.20 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $118k | +234% | 1.4k | 82.43 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $117k | NEW | 1.6k | 75.41 |
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| Hp (HPQ) | 0.0 | $115k | -10% | 6.0k | 19.21 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $114k | 780.00 | 146.28 |
|
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| American Express Company (AXP) | 0.0 | $113k | 374.00 | 302.45 |
|
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $113k | 1.2k | 91.77 |
|
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| Nucor Corporation (NUE) | 0.0 | $110k | 652.00 | 169.10 |
|
|
| Blackrock Etf Trust Ii Short Duration H (SHYM) | 0.0 | $110k | NEW | 5.0k | 22.02 |
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| Analog Devices (ADI) | 0.0 | $110k | +137% | 345.00 | 318.14 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $109k | +3% | 1.6k | 68.14 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $107k | +7% | 645.00 | 165.70 |
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| Dick's Sporting Goods (DKS) | 0.0 | $106k | +613% | 535.00 | 198.29 |
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| Truist Financial Corp equities (TFC) | 0.0 | $106k | +2% | 2.3k | 45.97 |
|
| Constellation Energy (CEG) | 0.0 | $104k | -8% | 371.00 | 279.25 |
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| Bristol Myers Squibb (BMY) | 0.0 | $103k | +2% | 1.7k | 60.65 |
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| Air Products & Chemicals (APD) | 0.0 | $97k | +103% | 335.00 | 290.49 |
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| Wynn Resorts (WYNN) | 0.0 | $94k | +60% | 930.00 | 101.55 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $94k | -3% | 800.00 | 117.66 |
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| Brixmor Prty (BRX) | 0.0 | $93k | +103% | 3.2k | 28.80 |
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| Servicenow (NOW) | 0.0 | $93k | +1086% | 890.00 | 104.55 |
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| Kontoor Brands (KTB) | 0.0 | $92k | +126% | 1.3k | 70.29 |
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| Hershey Company (HSY) | 0.0 | $92k | +91% | 440.00 | 207.89 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $91k | 133.00 | 682.24 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $86k | 490.00 | 175.92 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $86k | +14% | 65.00 | 1320.83 |
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| Tesla Motors (TSLA) | 0.0 | $84k | 227.00 | 371.75 |
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| DTE Energy Company (DTE) | 0.0 | $83k | -12% | 570.00 | 146.22 |
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| Hasbro (HAS) | 0.0 | $82k | -5% | 871.00 | 93.60 |
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| Target Corporation (TGT) | 0.0 | $80k | 663.00 | 121.20 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $80k | 1.0k | 77.08 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $78k | 658.00 | 118.63 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $78k | 1.1k | 70.03 |
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| Altria (MO) | 0.0 | $76k | 1.2k | 65.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $75k | -83% | 172.00 | 436.79 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $74k | 1.1k | 64.77 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $73k | -10% | 735.00 | 99.32 |
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| FedEx Corporation (FDX) | 0.0 | $71k | 200.00 | 356.18 |
|
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| Morgan Stanley Com New (MS) | 0.0 | $71k | 430.00 | 164.57 |
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| Vulcan Materials Company (VMC) | 0.0 | $70k | 258.00 | 272.30 |
|
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| Simon Property (SPG) | 0.0 | $70k | 375.00 | 186.53 |
|
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| Tower Semiconductor Shs New (TSEM) | 0.0 | $70k | NEW | 396.00 | 175.48 |
|
| Public Service Enterprise (PEG) | 0.0 | $69k | -29% | 855.00 | 80.95 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $68k | 785.00 | 86.64 |
|
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $68k | NEW | 1.5k | 46.53 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $68k | -4% | 117.00 | 577.19 |
|
| Palo Alto Networks (PANW) | 0.0 | $66k | +55% | 413.00 | 160.32 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $66k | 1.3k | 50.49 |
|
|
| Loar Holdings Com Shs (LOAR) | 0.0 | $65k | NEW | 1.1k | 57.29 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $65k | -43% | 885.00 | 73.64 |
|
| UGI Corporation (UGI) | 0.0 | $64k | 1.8k | 36.42 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $64k | 226.00 | 284.21 |
|
|
| Doordash Cl A (DASH) | 0.0 | $64k | NEW | 423.00 | 150.15 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $62k | 217.00 | 287.18 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $61k | 225.00 | 272.33 |
|
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $61k | 755.00 | 80.56 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $59k | 300.00 | 198.14 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $58k | 271.00 | 213.67 |
|
|
| Honeywell International (HON) | 0.0 | $57k | +11% | 251.00 | 226.03 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $57k | 690.00 | 81.98 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $56k | 125.00 | 446.54 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $55k | 200.00 | 275.18 |
|
|
| Medtronic SHS (MDT) | 0.0 | $54k | 628.00 | 86.65 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $54k | -3% | 560.00 | 96.92 |
|
| Ge Vernova (GEV) | 0.0 | $54k | 62.00 | 872.90 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $54k | 1.1k | 49.37 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $53k | -2% | 132.00 | 398.00 |
|
| AFLAC Incorporated (AFL) | 0.0 | $52k | 472.00 | 109.73 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $51k | +175% | 620.00 | 82.87 |
|
| Citigroup Com New (C) | 0.0 | $51k | 449.00 | 113.41 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $50k | 2.6k | 19.30 |
|
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $50k | 1.0k | 49.96 |
|
|
| Caterpillar (CAT) | 0.0 | $50k | +7% | 70.00 | 708.47 |
|
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.0 | $49k | -74% | 1.3k | 39.19 |
|
| General Motors Company (GM) | 0.0 | $48k | 650.00 | 74.50 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $47k | 976.00 | 48.26 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $46k | 674.00 | 68.28 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $45k | +91% | 115.00 | 391.77 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $45k | 115.00 | 390.42 |
|
|
| CF Industries Holdings (CF) | 0.0 | $45k | 345.00 | 129.84 |
|
|
| F5 Networks (FFIV) | 0.0 | $45k | 154.00 | 289.33 |
|
|
| Applied Materials (AMAT) | 0.0 | $44k | +44% | 130.00 | 341.79 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $44k | +53% | 400.00 | 109.10 |
|
| Suncor Energy (SU) | 0.0 | $42k | 635.00 | 66.11 |
|
|
| Consolidated Edison (ED) | 0.0 | $41k | 366.00 | 113.18 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $41k | 59.00 | 697.73 |
|
|
| Listed Fds Tr Roundhill Sports (BETZ) | 0.0 | $41k | 2.3k | 17.86 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $41k | NEW | 207.00 | 197.22 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $41k | +6% | 850.00 | 47.72 |
|
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 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