Atlantic Edge Private Wealth Management, LLC Incresed Positions in Q1 2025

Atlantic Edge Private Wealth Management, LLC

  • $327 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 27.27%
$476.63 - $610.45 $7.15K - $9.16K
70 $34.7M
FFIV
F5, Inc.

Technology
14
+ 10.0%
$251.75 - $310.6 $3.52K - $4.35K
154 $41M
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
+ 33.33%
$35.35 - $42.74 $3.54K - $4.27K
400 $16.5M
AKAM
Akamai Technologies Inc

Technology
78
+ 165.96%
N/A
125 $10.1M
NVO
Novo Nordisk A S

Healthcare
150
+ 46.15%
$69.3 - $90.95 $10.4K - $13.6K
475 $33M
PEP
Pepsico Inc

Consumer Defensive
34
+ 20.86%
$142.64 - $156.42 $4.85K - $5.32K
197 $29.5M
SPGI
S&P Global Inc.

Financial Services
8
+ 80.0%
$478.26 - $543.77 $3.83K - $4.35K
18 $9.15M
GMRE
Global Medical Reit Inc.

Real Estate
400
+ 66.67%
$7.52 - $9.08 $3.01K - $3.63K
1K $8.75M
AFL
Aflac Inc

Financial Services
1
+ 0.21%
$100.99 - $111.19 $101 - $111
472 $52.5M
PANW
Palo Alto Networks Inc

Technology
30
+ 20.55%
$167.82 - $208.28 $5.03K - $6.25K
176 $30M
HON
Honeywell International Inc

Industrials
25
+ 11.57%
$202.75 - $226.52 $5.07K - $5.66K
241 $51M
AGNC
Agnc Investment Corp.

Real Estate
200
+ 28.57%
$9.12 - $10.54 $1.82K - $2.11K
900 $8.62M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.26%
$58.01 - $64.46 $58 - $64.5
391 $24.3M
RWT
Redwood Trust Inc

Real Estate
200
+ 50.0%
$6.01 - $6.72 $1.2K - $1.34K
600 $3.64M
ET
Energy Transfer LP

Energy
175
+ 7.22%
$17.26 - $21.08 $3.02K - $3.69K
2.6K $48.3M
CMCSA
Comcast Corp

Communication Services
2
+ 0.33%
$33.19 - $38.23 $66.4 - $76.5
602 $22.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
55
+ 9.32%
$168.84 - $202.89 $9.29K - $11.2K
645 $113M
KEY
Keycorp

Financial Services
48
+ 4.54%
$15.15 - $18.3 $727 - $878
1.11K $17.7M
TFC
Truist Financial Corp

Financial Services
75
+ 2.73%
$39.48 - $48.15 $2.96K - $3.61K
2.82K $116M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 2.56%
$524.81 - $672.19 $5.25K - $6.72K
400 $219M
UPS
United Parcel Service Inc

Industrials
5
+ 1.23%
$109.66 - $136.26 $548 - $681
413 $45.4M
VTI
Vanguard Total Stock Market Et

ETFs
130
+ 4.64%
$271.18 - $303.12 $35.3K - $39.4K
2.93K $805M
RGTI
Rigetti Computing, Inc.

Technology
100
+ 8.7%
$6.05 - $19.51 $605 - $1.95K
1.25K $9.9M
AXP
American Express CO

Financial Services
1
+ 0.27%
$255.39 - $325.87 $255 - $326
375 $101M
MET
Metlife Inc

Financial Services
31
+ 0.2%
$77.7 - $87.0 $2.41K - $2.7K
15.7K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.31%
$347.25 - $424.87 $1.74K - $2.12K
1.64K $602M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
95
+ 0.88%
$175.5 - $209.86 $16.7K - $19.9K
10.9K $1.97B
RSP
Invesco S&P 500 Equal Weight E

ETFs
162
+ 0.28%
$169.43 - $182.84 $27.4K - $29.6K
57.1K $9.89B
AMZN
Amazon Com Inc

Consumer Cyclical
4
+ 0.13%
$190.26 - $242.06 $761 - $968
3.11K $591M
IVV
Ishares Core S&P 500 ETF

ETFs
566
+ 3.55%
$554.06 - $615.85 $314K - $349K
16.5K $9.26B
LOW
Lowes Companies Inc

Consumer Cyclical
105
+ 1.05%
$222.66 - $268.42 $23.4K - $28.2K
10.1K $2.36B
CMI
Cummins Inc

Industrials
45
+ 0.82%
$312.92 - $386.07 $14.1K - $17.4K
5.53K $1.73B
URI
United Rentals, Inc.

Industrials
20
+ 0.6%
$594.17 - $789.56 $11.9K - $15.8K
3.34K $2.09B
AMP
Ameriprise Financial Inc

Financial Services
30
+ 0.55%
$472.29 - $575.13 $14.2K - $17.3K
5.51K $2.67B
HPQ
Hp Inc

Technology
1.02K
+ 1.78%
$27.69 - $34.72 $28.3K - $35.5K
58.6K $1.62B
TGT
Target Corp

Consumer Defensive
81
+ 0.58%
$103.65 - $142.5 $8.4K - $11.5K
14.1K $1.48B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
601
+ 3.03%
$165.25 - $224.62 $99.3K - $135K
20.4K $3.39B
MSFT
Microsoft Corp

Technology
196
+ 1.47%
$375.39 - $447.2 $73.6K - $87.7K
13.5K $5.08B
GOOGL
Alphabet Inc.

Communication Services
252
+ 1.12%
$154.33 - $206.19 $38.9K - $52K
22.7K $3.51B
Activity Summary
Buys All Purchases 133 New Holdings 43 Increased Positions 90 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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