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, EMXC, UITB, IVV, and represent 24.27% of Atlantic Edge Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MINT, MSFT, NVDA, ULTA, IEFA, RCL, JAAA, SHW, AAPL, VUG.
- Started 34 new stock positions in ROKU, ABNB, NTR, DAL, MIST, MRNA, EFAV, SH, DDOG, BR.
- Reduced shares in these 10 stocks: IVW, AMD, , DHR, IJR, APTV, CMI, STZ, IUSV, VLO.
- Sold out of its positions in OKLO, COLD, BBAI, BRX, CGNX, STZ, ETR, ESPR, XOM, INCY.
- Atlantic Edge Private Wealth Management was a net buyer of stock by $4.3M.
- Atlantic Edge Private Wealth Management has $487M in assets under management (AUM), dropping by -0.57%.
- Central Index Key (CIK): 0002011145
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Portfolio Holdings for Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management holds 622 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Atlantic Edge Private Wealth Management has 622 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atlantic Edge Private Wealth Management Sept. 30, 2026 positions
- Download the Atlantic Edge Private Wealth Management September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 5.9 | $29M | +5% | 297k | 96.88 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.1 | $25M | +4% | 494k | 50.47 |
|
| Ishares Msci Emrg Chn (EMXC) | 5.1 | $25M | 251k | 99.08 |
|
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| Victory Portfolios Ii Core Bd Etf (UITB) | 4.3 | $21M | +2% | 471k | 44.64 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $19M | +2% | 24k | 765.85 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.5 | $17M | +2% | 240k | 71.95 |
|
| Apple (AAPL) | 3.5 | $17M | +5% | 50k | 333.02 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.1 | $15M | +24% | 152k | 100.55 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 3.0 | $15M | 23k | 656.71 |
|
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| NVIDIA Corporation (NVDA) | 2.9 | $14M | +18% | 62k | 228.38 |
|
| Ishares Core Msci Emkt (IEMG) | 2.8 | $14M | 171k | 81.16 |
|
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| Kla Corp Com New (KLAC) | 2.4 | $12M | 60k | 194.93 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $12M | -3% | 167k | 70.15 |
|
| Microsoft Corporation (MSFT) | 2.3 | $11M | +33% | 21k | 512.91 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.0 | $10M | 22k | 456.19 |
|
|
| Advanced Micro Devices (AMD) | 1.9 | $9.0M | -20% | 15k | 611.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $7.9M | -5% | 23k | 344.08 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.5 | $7.4M | 96k | 77.25 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $7.1M | +5% | 120k | 59.31 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.4 | $6.7M | 240k | 27.81 |
|
|
| Cisco Systems (CSCO) | 1.4 | $6.7M | 62k | 107.63 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $6.5M | 31k | 208.02 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $6.1M | 19k | 330.82 |
|
|
| Spdr Index Shs Fds St Str Europ Etf (SPEU) | 1.1 | $5.2M | 96k | 53.71 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $5.1M | 49k | 103.89 |
|
|
| Quanta Services (PWR) | 1.0 | $5.1M | 7.9k | 642.51 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $4.5M | 36k | 125.26 |
|
|
| Travelers Companies (TRV) | 0.9 | $4.4M | 12k | 356.50 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $4.3M | 60k | 70.61 |
|
|
| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.8 | $4.0M | 82k | 48.53 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $3.9M | 5.4k | 725.19 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $3.9M | -46% | 27k | 142.26 |
|
| McKesson Corporation (MCK) | 0.8 | $3.7M | 4.3k | 853.81 |
|
|
| United Rentals (URI) | 0.7 | $3.6M | 3.6k | 1000.80 |
|
|
| Thermo Fisher Scientific (TMO) | 0.7 | $3.3M | 4.8k | 675.05 |
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| Eaton Corp SHS (ETN) | 0.7 | $3.2M | 7.5k | 429.71 |
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| Wabtec Corporation (WAB) | 0.6 | $3.1M | 11k | 287.18 |
|
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| Mastercard Incorporated Cl A (MA) | 0.6 | $3.1M | +7% | 5.7k | 551.48 |
|
| Nvent Elec SHS (NVT) | 0.6 | $3.1M | -4% | 20k | 160.37 |
|
| Darden Restaurants (DRI) | 0.6 | $2.9M | 15k | 193.25 |
|
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| Union Pacific Corporation (UNP) | 0.6 | $2.8M | 10k | 272.13 |
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| Roper Industries (ROP) | 0.6 | $2.7M | +42% | 7.9k | 349.42 |
|
| Bank of America Corporation (BAC) | 0.6 | $2.7M | 49k | 54.43 |
|
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| Oracle Corporation (ORCL) | 0.5 | $2.7M | -5% | 19k | 137.30 |
|
| MetLife (MET) | 0.5 | $2.6M | 28k | 94.16 |
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|
| Merck & Co (MRK) | 0.5 | $2.6M | 18k | 145.31 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $2.5M | -2% | 22k | 111.65 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.3M | -5% | 76k | 29.50 |
|
| Ameriprise Financial (AMP) | 0.5 | $2.2M | +6% | 4.6k | 492.36 |
|
| Valero Energy Corporation (VLO) | 0.4 | $2.1M | -28% | 5.5k | 387.64 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.4 | $2.1M | 31k | 69.23 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.1M | +44% | 3.0k | 700.86 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.1M | 2.7k | 762.64 |
|
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.4 | $2.0M | +72% | 22k | 90.11 |
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| Verizon Communications (VZ) | 0.4 | $1.9M | 41k | 45.87 |
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| Cummins (CMI) | 0.4 | $1.8M | -36% | 3.6k | 516.57 |
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| American Electric Power Company (AEP) | 0.4 | $1.8M | -4% | 15k | 118.64 |
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| Freeport Mcmoran CL B (FCX) | 0.4 | $1.8M | +2% | 25k | 70.00 |
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| Walt Disney Company (DIS) | 0.4 | $1.8M | +84% | 17k | 104.90 |
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| Sherwin-Williams Company (SHW) | 0.4 | $1.7M | +142% | 5.3k | 323.29 |
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| Lowe's Companies (LOW) | 0.3 | $1.7M | 9.1k | 184.30 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.6M | 6.7k | 233.31 |
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| Cbre Group Cl A (CBRE) | 0.3 | $1.5M | +3% | 12k | 128.47 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | 1.3k | 1157.08 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $1.4M | NEW | 2.6k | 546.17 |
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| D.R. Horton (DHI) | 0.3 | $1.4M | 10k | 136.65 |
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| Chevron Corporation (CVX) | 0.3 | $1.4M | -2% | 6.7k | 204.21 |
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| Royal Caribbean Cruises (RCL) | 0.3 | $1.4M | +2447% | 5.1k | 265.86 |
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| Netflix (NFLX) | 0.2 | $1.2M | 17k | 69.58 |
|
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| Stryker Corporation (SYK) | 0.2 | $1.2M | -3% | 4.3k | 275.39 |
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| ConocoPhillips (COP) | 0.2 | $1.2M | 9.4k | 125.14 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.2M | -4% | 15k | 79.14 |
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| International Business Machines (IBM) | 0.2 | $1.2M | 5.3k | 219.91 |
|
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $1.2M | +4% | 1.5k | 758.30 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.1M | 2.7k | 395.42 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.0M | 4.5k | 228.28 |
|
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $1.0M | 2.7k | 374.29 |
|
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $985k | 7.2k | 137.71 |
|
|
| Keurig Dr Pepper (KDP) | 0.2 | $941k | +9% | 31k | 30.34 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $941k | 8.6k | 109.61 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $878k | 4.7k | 185.65 |
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| Marriott Intl Cl A (MAR) | 0.2 | $870k | 2.4k | 355.67 |
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| CVS Caremark Corporation (CVS) | 0.2 | $856k | +6% | 10k | 85.69 |
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| Amazon (AMZN) | 0.2 | $732k | +5% | 2.9k | 249.15 |
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| Norfolk Southern (NSC) | 0.1 | $722k | 2.3k | 309.06 |
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| Proshares Tr Shor S&p 500 New (SH) | 0.1 | $706k | NEW | 22k | 32.40 |
|
| Coca-Cola Company (KO) | 0.1 | $684k | 7.9k | 86.08 |
|
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| Johnson & Johnson (JNJ) | 0.1 | $652k | -19% | 2.5k | 264.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $633k | -4% | 1.9k | 340.74 |
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| Abbvie (ABBV) | 0.1 | $613k | -3% | 2.3k | 261.64 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.1 | $589k | 13k | 46.65 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $567k | 2.1k | 264.90 |
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| Deere & Company (DE) | 0.1 | $561k | 836.00 | 671.55 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $510k | 2.6k | 195.75 |
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| State Street Corporation (STT) | 0.1 | $503k | 2.9k | 174.59 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $493k | 3.1k | 160.33 |
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| Goldman Sachs (GS) | 0.1 | $473k | 525.00 | 900.36 |
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| Versigent Ordinary Shares (VGNT) | 0.1 | $472k | 11k | 44.94 |
|
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $470k | -67% | 4.3k | 110.28 |
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| Philip Morris International (PM) | 0.1 | $465k | 2.4k | 190.82 |
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| Broadcom (AVGO) | 0.1 | $447k | -29% | 1.3k | 351.19 |
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| Ameris Ban (ABCB) | 0.1 | $444k | 5.6k | 79.52 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $421k | 6.3k | 66.79 |
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| Paccar (PCAR) | 0.1 | $415k | -3% | 3.8k | 109.81 |
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| Home Depot (HD) | 0.1 | $411k | 1.4k | 284.51 |
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| Amgen (AMGN) | 0.1 | $389k | 923.00 | 421.51 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $381k | -4% | 3.6k | 106.71 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $364k | 3.2k | 112.82 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $362k | 1.3k | 289.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $345k | 905.00 | 380.84 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $326k | 1.7k | 190.59 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $325k | 2.5k | 128.10 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $325k | +11% | 1.2k | 277.89 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $317k | -2% | 2.2k | 142.57 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $300k | 1.1k | 280.09 |
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| Exxonmobil Holdings Corp Com Shs | 0.1 | $285k | NEW | 1.8k | 162.75 |
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| Applied Materials (AMAT) | 0.1 | $284k | +155% | 555.00 | 511.38 |
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| Visa Com Cl A (V) | 0.1 | $281k | 783.00 | 359.33 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $269k | 820.00 | 328.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $265k | +161% | 358.00 | 739.77 |
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| Agnico (AEM) | 0.1 | $263k | 1.4k | 183.27 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $258k | -61% | 17k | 14.94 |
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| Procter & Gamble Company (PG) | 0.0 | $235k | 1.6k | 145.28 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $235k | 4.6k | 51.23 |
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| Global X Fds Gbl X Blockchain (BKCH) | 0.0 | $229k | 3.3k | 69.84 |
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| Prudential Financial (PRU) | 0.0 | $227k | -3% | 2.0k | 113.58 |
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| Danaher Corporation (DHR) | 0.0 | $222k | -86% | 1.0k | 221.55 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $218k | 2.4k | 89.63 |
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| Sempra Energy (SRE) | 0.0 | $217k | 2.8k | 77.96 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $214k | 2.7k | 78.10 |
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| Wal-Mart Stores (WMT) | 0.0 | $212k | 2.0k | 103.92 |
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| Nextera Energy (NEE) | 0.0 | $202k | 2.7k | 75.74 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $196k | 384.00 | 509.25 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $195k | 4.0k | 48.70 |
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| Hp (HPQ) | 0.0 | $194k | 6.2k | 31.28 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $194k | -7% | 3.7k | 51.87 |
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| Palo Alto Networks (PANW) | 0.0 | $191k | 481.00 | 397.31 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $191k | 2.0k | 94.32 |
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| PNC Financial Services (PNC) | 0.0 | $182k | -2% | 820.00 | 222.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $181k | 363.00 | 497.95 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $179k | 6.5k | 27.47 |
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| CSX Corporation (CSX) | 0.0 | $179k | 3.9k | 46.51 |
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| UnitedHealth (UNH) | 0.0 | $179k | +10% | 486.00 | 367.19 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $170k | 2.4k | 71.56 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $167k | 1.1k | 153.37 |
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| Fiserv (FISV) | 0.0 | $167k | 3.7k | 45.18 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $166k | 3.0k | 55.46 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $163k | 982.00 | 166.28 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $158k | +141% | 302.00 | 522.81 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $157k | +5% | 840.00 | 187.05 |
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| Unilever Spon Adr New (UL) | 0.0 | $157k | 2.6k | 60.73 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $157k | 1.1k | 137.68 |
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| Abbott Laboratories (ABT) | 0.0 | $154k | -18% | 1.6k | 98.83 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $154k | 2.8k | 54.43 |
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| Nucor Corporation (NUE) | 0.0 | $152k | 652.00 | 233.75 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $148k | 1.5k | 100.84 |
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| Costco Wholesale Corporation (COST) | 0.0 | $142k | 156.00 | 910.35 |
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| O'reilly Automotive (ORLY) | 0.0 | $140k | +480% | 1.6k | 85.41 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $140k | 2.7k | 52.33 |
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| Analog Devices (ADI) | 0.0 | $137k | 345.00 | 396.71 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $136k | 1.3k | 104.54 |
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| Caterpillar (CAT) | 0.0 | $135k | +59% | 167.00 | 810.79 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $135k | NEW | 1.5k | 92.77 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $133k | 615.00 | 216.08 |
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| Omega Healthcare Investors (OHI) | 0.0 | $131k | 2.8k | 46.31 |
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| Shell Spon Ads (SHEL) | 0.0 | $128k | +3% | 1.4k | 95.05 |
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| Block Cl A (XYZ) | 0.0 | $125k | +7% | 1.7k | 73.53 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $125k | 1.6k | 80.59 |
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| Wells Fargo & Company (WFC) | 0.0 | $124k | +933% | 1.6k | 80.05 |
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| Boeing Company (BA) | 0.0 | $124k | 664.00 | 186.05 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $123k | +304% | 465.00 | 264.75 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $121k | 67.00 | 1811.67 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $119k | +1175% | 1.3k | 93.44 |
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| Carrier Global Corporation (CARR) | 0.0 | $119k | 2.2k | 54.86 |
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| Delta Air Lines Com New (DAL) | 0.0 | $117k | NEW | 1.4k | 83.46 |
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| Air Products & Chemicals (APD) | 0.0 | $116k | +7% | 416.00 | 278.36 |
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| Citizens Financial (CFG) | 0.0 | $116k | +7% | 1.8k | 63.76 |
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| Golar Lng SHS (GLNG) | 0.0 | $114k | +8% | 2.4k | 47.52 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.0 | $114k | 1.5k | 78.32 |
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| American Express Company (AXP) | 0.0 | $114k | 374.00 | 304.21 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $108k | 1.2k | 87.80 |
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| TPG Com Cl A (TPG) | 0.0 | $108k | +9% | 2.4k | 44.13 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $108k | 1.2k | 86.80 |
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| Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) | 0.0 | $107k | 5.0k | 21.38 |
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| Bristol Myers Squibb (BMY) | 0.0 | $103k | 1.7k | 62.40 |
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| AutoZone (AZO) | 0.0 | $102k | 36.00 | 2830.03 |
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| Carlisle Companies (CSL) | 0.0 | $102k | +8% | 316.00 | 321.68 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $102k | 110.00 | 922.35 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $101k | 800.00 | 125.66 |
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| Target Corporation (TGT) | 0.0 | $100k | 638.00 | 156.69 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $100k | 645.00 | 154.62 |
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| Casella Waste Sys Cl A (CWST) | 0.0 | $99k | +9% | 1.2k | 80.35 |
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| Corning Incorporated (GLW) | 0.0 | $98k | -17% | 637.00 | 153.76 |
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| Loar Holdings Com Shs (LOAR) | 0.0 | $98k | +9% | 1.6k | 61.52 |
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| Celestica (CLS) | 0.0 | $96k | +12% | 265.00 | 361.43 |
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| Truist Financial Corp equities (TFC) | 0.0 | $95k | 2.1k | 46.30 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $95k | 658.00 | 144.63 |
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| Constellation Energy (CEG) | 0.0 | $94k | 371.00 | 254.02 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $87k | -49% | 767.00 | 114.01 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $87k | 490.00 | 178.13 |
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| Tyson Foods Cl A (TSN) | 0.0 | $86k | +10% | 1.7k | 50.53 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $86k | 1.6k | 54.51 |
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| Doordash Cl A (DASH) | 0.0 | $85k | +12% | 465.00 | 183.55 |
|
| Morgan Stanley Com New (MS) | 0.0 | $81k | 430.00 | 188.08 |
|
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $79k | 1.1k | 70.73 |
|
|
| Altria (MO) | 0.0 | $78k | 1.2k | 67.34 |
|
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| Hasbro (HAS) | 0.0 | $76k | 871.00 | 87.68 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $75k | 140.00 | 537.95 |
|
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| Simon Property (SPG) | 0.0 | $75k | 375.00 | 200.76 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $75k | 785.00 | 94.99 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $74k | 1.1k | 64.80 |
|
|
| Tesla Motors (TSLA) | 0.0 | $73k | 207.00 | 354.81 |
|
|
| Fortinet (FTNT) | 0.0 | $73k | +716% | 408.00 | 178.76 |
|
| F5 Networks (FFIV) | 0.0 | $72k | 162.00 | 445.19 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $71k | 225.00 | 316.08 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $71k | 227.00 | 311.67 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $70k | +33% | 897.00 | 78.29 |
|
| Sandisk Corp (SNDK) | 0.0 | $70k | 40.00 | 1739.90 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $70k | 736.00 | 94.52 |
|
|
| DTE Energy Company (DTE) | 0.0 | $69k | 570.00 | 121.80 |
|
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $68k | 868.00 | 78.42 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $67k | 271.00 | 247.93 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $66k | 136.00 | 483.49 |
|
|
| Ge Vernova (GEV) | 0.0 | $65k | 68.00 | 950.50 |
|
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $65k | NEW | 825.00 | 78.33 |
|
| Vulcan Materials Company (VMC) | 0.0 | $63k | 258.00 | 244.63 |
|
|
| UGI Corporation (UGI) | 0.0 | $63k | 1.8k | 35.67 |
|
|
| Nextracker (NXT) | 0.0 | $62k | NEW | 800.00 | 77.93 |
|
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.0 | $60k | 1.3k | 48.29 |
|
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $60k | +33% | 265.00 | 227.43 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $59k | 472.00 | 125.67 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $58k | 1.1k | 53.40 |
|
|
| Citigroup Com New (C) | 0.0 | $58k | 449.00 | 129.48 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $58k | -5% | 900.00 | 64.32 |
|
| Public Service Enterprise (PEG) | 0.0 | $58k | 855.00 | 67.34 |
|
|
| FedEx Corporation (FDX) | 0.0 | $57k | 200.00 | 285.09 |
|
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $56k | 1.0k | 56.13 |
|
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $56k | 690.00 | 80.60 |
|
|
| Medtronic SHS (MDT) | 0.0 | $54k | 628.00 | 86.29 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $53k | 560.00 | 94.78 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $53k | 472.00 | 111.80 |
|
|
| Honeywell International (HON) | 0.0 | $53k | +73% | 250.00 | 210.94 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $53k | +15% | 349.00 | 150.86 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $51k | 2.6k | 19.77 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $51k | 300.00 | 171.00 |
|
|
| General Motors Company (GM) | 0.0 | $50k | 650.00 | 77.00 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $49k | -54% | 212.00 | 230.94 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $49k | +9% | 175.00 | 276.98 |
|
| TJX Companies (TJX) | 0.0 | $47k | 353.00 | 132.31 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $46k | 976.00 | 47.29 |
|
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 Q3 filed Oct. 20, 2026
- 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