Atlantic Edge Private Wealth Management, LLC Incresed Positions in Q2 2025

Atlantic Edge Private Wealth Management, LLC

  • $365 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
53.6K
+ 348.58%
$82.96 - $110.1 $4.45M - $5.9M
69K $7.6B
IVV
Ishares Core S&P 500 ETF

ETFs
5.78K
+ 35.04%
$498.8 - $620.9 $2.88M - $3.59M
22.3K $13.8B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
31.4K
+ 22.12%
$100.04 - $100.54 $3.15M - $3.16M
174K $17.4B
NVDA
Nvidia Corp

Technology
300
+ 0.63%
$94.31 - $157.99 $28.3K - $47.4K
48.1K $7.6B
VUG
Vanguard Growth ETF

ETFs
3.34K
+ 1471.37%
$329.49 - $438.4 $1.1M - $1.46M
3.57K $1.56B
AMD
Advanced Micro Devices Inc

Technology
5.46K
+ 35.83%
$78.21 - $143.81 $427K - $786K
20.7K $2.94B
INGR
Ingredion Inc

Consumer Defensive
9.68K
+ 1843.62%
$123.22 - $140.95 $1.19M - $1.36M
10.2K $1.38B
PWR
Quanta Services, Inc.

Industrials
60
+ 0.71%
$239.47 - $381.26 $14.4K - $22.9K
8.54K $3.23B
META
Meta Platforms, Inc.

Communication Services
82
+ 1.37%
$484.66 - $738.09 $39.7K - $60.5K
6.07K $4.48B
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1.99K
+ 0.99%
$39.44 - $49.12 $78.5K - $97.7K
203K $9.84B
VSLU
ETF Opportunities Tr Applied F
8.86K
+ 12.99%
$31.34 - $39.15 $278K - $347K
77K $3.01B
GOOGL
Alphabet Inc.

Communication Services
202
+ 0.89%
$144.7 - $178.6 $29.2K - $36.1K
22.9K $4.04B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
687
+ 39.73%
$456.74 - $568.03 $314K - $390K
2.42K $1.37B
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.39K
+ 3.69%
$45.95 - $47.33 $432K - $445K
264K $12.4B
URI
United Rentals, Inc.

Industrials
43
+ 1.29%
$551.94 - $753.4 $23.7K - $32.4K
3.38K $2.55B
IBM
International Business Machines Corp

Technology
41
+ 0.45%
$221.03 - $294.78 $9.06K - $12.1K
9.15K $2.7B
Franklin Templeton Digital H
3.15K
+ 23.42%
N/A
16.6K $1.04B
AMP
Ameriprise Financial Inc

Financial Services
19
+ 0.34%
$422.19 - $533.73 $8.02K - $10.1K
5.53K $2.95B
BAC
Bank Of America Corp

Financial Services
1.35K
+ 3.52%
$34.39 - $47.46 $46.5K - $64.2K
39.8K $1.88B
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 3.33%
$496.48 - $617.85 $44.7K - $55.6K
2.79K $1.73B
GS
Goldman Sachs Group Inc

Financial Services
105
+ 26.25%
$462.22 - $707.75 $48.5K - $74.3K
505 $357M
VTI
Vanguard Total Stock Market Et

ETFs
72
+ 2.46%
$243.75 - $303.93 $17.6K - $21.9K
3K $912M
PNC
Pnc Financial Services Group, Inc.

Financial Services
205
+ 31.78%
$149.76 - $186.42 $30.7K - $38.2K
850 $158M
VLO
Valero Energy Corp

Energy
140
+ 1.91%
$104.69 - $141.77 $14.7K - $19.8K
7.49K $1.01B
PLTR
Palantir Technologies Inc.

Technology
105
+ 26.25%
$74.01 - $144.25 $7.77K - $15.1K
505 $68.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
30
+ 40.0%
$321.63 - $509.31 $9.65K - $15.3K
105 $53.5M
AXP
American Express CO

Financial Services
4
+ 1.07%
$231.39 - $318.98 $926 - $1.28K
379 $121M
PANW
Palo Alto Networks Inc

Technology
65
+ 36.93%
$152.44 - $204.64 $9.91K - $13.3K
241 $49.3M
ITA
Ishares Tr

ETFs
75
+ 150.0%
$135.31 - $188.64 $10.1K - $14.1K
125 $23.6M
CAH
Cardinal Health Inc

Healthcare
75
+ 75.0%
$125.0 - $168.0 $9.38K - $12.6K
175 $29.4M
CVS
Cvs Health Corp

Healthcare
46
+ 0.52%
$60.04 - $70.18 $2.76K - $3.23K
8.88K $613M
MS
Morgan Stanley

Financial Services
50
+ 19.61%
$99.83 - $140.86 $4.99K - $7.04K
305 $43M
COF
Capital One Financial Corp

Financial Services
50
+ 66.67%
$150.57 - $212.76 $7.53K - $10.6K
125 $26.6M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 6.37%
$221.86 - $362.89 $2.22K - $3.63K
167 $53.1M
ABC
Amerisourcebergen Corp

Healthcare
35
+ 70.0%
N/A
85 $25.5M
RGTI
Rigetti Computing, Inc.

Technology
425
+ 34.0%
$7.5 - $14.29 $3.19K - $6.07K
1.68K $19.9M
EPR
Epr Properties

Real Estate
75
+ 8.82%
$43.53 - $59.11 $3.26K - $4.43K
925 $53.9M
C
Citigroup Inc

Financial Services
25
+ 9.12%
$58.13 - $85.12 $1.45K - $2.13K
299 $25.5M
UL
Unilever PLC

Consumer Defensive
1
+ 0.03%
$57.9 - $65.43 $57.9 - $65.4
3.59K $220M
BP
Bp PLC

Energy
200
+ 40.0%
$26.11 - $33.81 $5.22K - $6.76K
700 $21M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
134
+ 2233.33%
$87.84 - $1441.89 $11.8K - $193K
140 $12.6M
PEP
Pepsico Inc

Consumer Defensive
54
+ 27.41%
$128.02 - $151.37 $6.91K - $8.17K
251 $33.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.77%
$55.54 - $69.09 $167 - $207
394 $27.2M
MET
Metlife Inc

Financial Services
5
+ 0.03%
$68.42 - $82.49 $342 - $412
15.7K $1.27B
Amentum Holdings Inc
9
+ 5.81%
N/A
164 $3.87M
LUV
Southwest Airlines CO

Industrials
50
+ 9.09%
$24.04 - $34.36 $1.2K - $1.72K
600 $19.5M
AGNC
Agnc Investment Corp.

Real Estate
100
+ 11.11%
$8.12 - $9.49 $812 - $949
1K $9.19M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
104
+ 200.0%
$37.36 - $43.85 $3.89K - $4.56K
156 $6.84M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 4.35%
$285.55 - $321.23 $2.28K - $2.57K
192 $56.1M
Activity Summary
Buys All Purchases 90 New Holdings 34 Increased Positions 56 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 2
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