Atlantic Edge Private Wealth Management, LLC Purchases in Q3 2024

Atlantic Edge Private Wealth Management, LLC

  • $329 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
1K
+ 76.92%
$39.66 - $51.75 $39.7K - $51.8K
2.3K $119M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
630
New
$94.31 - $103.26 $59.4K - $65.1K
630 $64.6M
UL
Unilever PLC

Consumer Defensive
501
+ 16.23%
$54.7 - $65.59 $27.4K - $32.9K
3.59K $233M
SRE
Sempra Energy

Utilities
500
+ 19.16%
$74.97 - $84.04 $37.5K - $42K
3.11K $260M
IVW
Ishares S&P 500 Growth ETF

ETFs
102
+ 0.67%
$84.77 - $97.13 $8.65K - $9.91K
15.4K $1.47B
XLK
Technology Sector Spdr

ETFs
253
+ 15.81%
$197.34 - $237.68 $49.9K - $60.1K
1.85K $418M
UNH
Unitedhealth Group Inc

Healthcare
52
+ 16.67%
$488.01 - $604.18 $25.4K - $31.4K
364 $213M
JNJ
Johnson & Johnson

Healthcare
45
+ 1.65%
$145.48 - $167.38 $6.55K - $7.53K
2.77K $449M
NEE
Nextera Energy Inc

Utilities
174
+ 6.98%
$69.9 - $84.97 $12.2K - $14.8K
2.67K $225M
ORCL
Oracle Corp

Technology
10
+ 0.64%
$125.9 - $170.35 $1.26K - $1.7K
1.57K $267M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
83
+ 2.77%
$127.29 - $141.5 $10.6K - $11.7K
3.08K $429M
IJK
Ishares S&P Midcap 400 Growth

ETFs
113
+ 1.33%
$84.81 - $93.54 $9.58K - $10.6K
8.62K $793M
VNQ
Vanguard Specialized Funds Van

ETFs
85
+ 3.36%
$82.97 - $98.97 $7.05K - $8.41K
2.61K $255M
AMGN
Amgen Inc

Healthcare
104
+ 10.97%
$309.38 - $337.38 $32.2K - $35.1K
1.05K $339M
TFC
Truist Financial Corp

Financial Services
700
+ 32.24%
$38.22 - $44.94 $26.8K - $31.5K
2.87K $123M
IJS
Ishares S&P Smallcap 600 Value

ETFs
110
+ 4.48%
$95.81 - $109.03 $10.5K - $12K
2.57K $276M
DIS
Walt Disney CO

Communication Services
681
+ 7.27%
$85.6 - $98.61 $58.3K - $67.2K
10K $966M
IWM
Ishares Russell 2000 ETF

ETFs
39
+ 2.56%
$200.87 - $224.6 $7.83K - $8.76K
1.56K $345M
AFL
Aflac Inc

Financial Services
272
+ 137.37%
$88.52 - $111.8 $24.1K - $30.4K
470 $52.6M
PG
Procter & Gamble CO

Consumer Defensive
97
+ 4.53%
$160.76 - $177.82 $15.6K - $17.2K
2.24K $387M
ADI
Analog Devices Inc

Technology
145
New
$200.56 - $243.33 $29.1K - $35.3K
145 $33.4M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
290
New
$100.75 - $111.62 $29.2K - $32.4K
290 $31.7M
NVS
Novartis Ag

Healthcare
75
+ 3.02%
$106.13 - $120.89 $7.96K - $9.07K
2.56K $294M
UGI
Ugi Corp

Utilities
1K
+ 120.48%
$22.23 - $25.05 $22.2K - $25.1K
1.83K $45.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
25
+ 1.51%
$1024.09 - $1201.76 $25.6K - $30K
1.68K $1.77B
STZ
Constellation Brands, Inc.

Consumer Defensive
95
+ 2.35%
$236.42 - $259.82 $22.5K - $24.7K
4.13K $1.06B
XLU
Utilities Sector Spdr

ETFs
320
New
$67.67 - $80.78 $21.7K - $25.8K
320 $25.9M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 16.3%
$801.83 - $917.05 $17.6K - $20.2K
157 $139M
ITW
Illinois Tool Works Inc

Industrials
93
New
$233.14 - $263.97 $21.7K - $24.5K
93 $24.4M
ADP
Automatic Data Processing Inc

Industrials
86
New
$233.44 - $279.45 $20.1K - $24K
86 $23.8M
XLY
Select Sector Spdr Consumer Di

ETFs
83
+ 23.06%
$170.05 - $200.86 $14.1K - $16.7K
443 $88.8M
MCD
Mcdonalds Corp

Consumer Cyclical
54
+ 41.54%
$245.82 - $304.51 $13.3K - $16.4K
184 $56M
Linde PLC
48
New
N/A
48 $22.9M
ROP
Roper Technologies Inc

Industrials
100
+ 2.18%
$515.25 - $576.55 $51.5K - $57.7K
4.69K $2.61B
PRU
Prudential Financial Inc

Financial Services
100
+ 3.83%
$105.53 - $127.32 $10.6K - $12.7K
2.71K $329M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
165
New
$116.79 - $133.54 $19.3K - $22K
165 $21.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 2.45%
$405.19 - $478.57 $3.24K - $3.83K
335 $154M
GD
General Dynamics Corp

Industrials
63
+ 57.27%
$279.51 - $308.09 $17.6K - $19.4K
173 $52.3M
PSX
Phillips 66

Energy
159
+ 265.0%
$125.0 - $147.17 $19.9K - $23.4K
219 $28.8M
XLC
Select Sector Spdr Tr Communic

ETFs
213
New
$82.16 - $90.4 $17.5K - $19.3K
213 $19.3M
LHX
L3 Harris Technologies, Inc.

Industrials
80
New
$221.96 - $243.27 $17.8K - $19.5K
80 $19M
APD
Air Products & Chemicals, Inc.

Basic Materials
62
New
$247.34 - $300.11 $15.3K - $18.6K
62 $18.5M
PEP
Pepsico Inc

Consumer Defensive
104
+ 118.18%
$161.9 - $179.3 $16.8K - $18.6K
192 $32.7M
COIN
Coinbase Global, Inc.

Technology
100
New
$147.09 - $265.15 $14.7K - $26.5K
100 $17.8M
BAC
Bank Of America Corp

Financial Services
532
+ 1.38%
$36.65 - $44.13 $19.5K - $23.5K
39K $1.55B
CL
Colgate Palmolive CO

Consumer Defensive
141
+ 35.25%
$95.54 - $108.77 $13.5K - $15.3K
541 $56.2M
BLK
Black Rock Inc.

Financial Services
16
+ 145.45%
$782.27 - $949.51 $12.5K - $15.2K
27 $25.6M
PAYX
Paychex Inc

Industrials
126
New
$116.17 - $135.19 $14.6K - $17K
126 $16.9M
GWW
W.W. Grainger, Inc.

Industrials
16
New
$896.19 - $1044.18 $14.3K - $16.7K
16 $16.6M
Activity Summary
Buys All Purchases 148 New Holdings 33 Increased Positions 115 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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