Atlantic Edge Private Wealth Management, LLC Reduced Holdings in Q3 2025

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HPQ
Hp Inc

Technology
-50.7K
- 87.69%
$24.45 - $29.35 $1.24M - $1.49M
7.12K $194M
ROP
Roper Technologies Inc

Industrials
-1.39K
- 28.7%
$495.03 - $573.0 $686K - $794K
3.44K $1.72B
FISV
Fiserv Inc

Technology
-98
- 0.53%
N/A
18.3K $2.36B
AMP
Ameriprise Financial Inc

Financial Services
-1.11K
- 19.97%
$486.13 - $544.55 $537K - $602K
4.43K $2.18B
TGT
Target Corp

Consumer Defensive
-5.28K
- 88.85%
$86.56 - $107.43 $457K - $567K
663 $59.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.54K
- 4.24%
$25.5 - $35.2 $39.2K - $54.1K
34.8K $887M
STZ
Constellation Brands, Inc.

Consumer Defensive
-159
- 1.92%
$131.78 - $176.09 $21K - $28K
8.13K $1.1B
ADBE
Adobe Inc.

Technology
-236
- 5.27%
$333.65 - $392.1 $78.7K - $92.5K
4.24K $1.5B
LKQ
Lkq Corp

Consumer Cyclical
-1.58K
- 5.79%
$29.24 - $39.21 $46.2K - $61.9K
25.7K $785M
SYK
Stryker Corp

Healthcare
-35
- 0.64%
$368.57 - $403.53 $12.9K - $14.1K
5.47K $2.02B
VUG
Vanguard Growth ETF

ETFs
-550
- 15.42%
$433.97 - $484.08 $239K - $266K
3.02K $1.45B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.63K
- 10.64%
$47.76 - $48.46 $77.6K - $78.7K
13.6K $658M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.52K
- 1.32%
$78.96 - $80.04 $120K - $121K
114K $9.09B
ACN
Accenture PLC

Technology
-67
- 6.94%
$232.56 - $304.78 $15.6K - $20.4K
898 $221M
CSCO
Cisco Systems, Inc.

Technology
-24
- 0.05%
$66.2 - $71.79 $1.59K - $1.72K
46.7K $3.19B
META
Meta Platforms, Inc.

Communication Services
-25
- 0.41%
$695.21 - $791.73 $17.4K - $19.8K
6.04K $4.44B
PG
Procter & Gamble CO

Consumer Defensive
-163
- 7.53%
$150.47 - $161.22 $24.5K - $26.3K
2K $307M
V
Visa Inc.

Financial Services
-50
- 5.47%
$332.09 - $358.86 $16.6K - $17.9K
864 $295M
KLAC
Kla Corp

Technology
-1.26K
- 17.25%
$843.9 - $1078.6 $1.06M - $1.36M
6.04K $6.51B
TAP
Molson Coors Beverage CO

Consumer Defensive
-200
- 4.26%
$44.09 - $52.81 $8.82K - $10.6K
4.5K $204M
SHW
Sherwin Williams CO

Basic Materials
-85
- 3.06%
$330.88 - $375.23 $28.1K - $31.9K
2.69K $932M
UNH
Unitedhealth Group Inc

Healthcare
-83
- 35.78%
$237.77 - $353.61 $19.7K - $29.3K
149 $51.5M
NVO
Novo Nordisk A S

Healthcare
-200
- 42.11%
$45.38 - $71.7 $9.08K - $14.3K
275 $15.3M
ABT
Abbott Laboratories

Healthcare
-85
- 3.5%
$120.51 - $136.62 $10.2K - $11.6K
2.35K $314M
PEP
Pepsico Inc

Consumer Defensive
-129
- 51.39%
$133.81 - $152.16 $17.3K - $19.6K
122 $17.1M
PRU
Prudential Financial Inc

Financial Services
-50
- 2.0%
$100.68 - $109.89 $5.03K - $5.49K
2.45K $254M
CAH
Cardinal Health Inc

Healthcare
-75
- 42.86%
$146.04 - $167.63 $11K - $12.6K
100 $15.7M
CF
Cf Industries Holdings, Inc.

Basic Materials
-125
- 26.6%
$80.91 - $98.75 $10.1K - $12.3K
345 $30.9M
BP
Bp PLC

Energy
-400
- 57.14%
$30.25 - $35.69 $12.1K - $14.3K
300 $10.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-155
- 7.6%
$72.57 - $74.72 $11.2K - $11.6K
1.89K $140M
XOM
Exxon Mobil Corp

Energy
-159
- 9.68%
$105.83 - $117.22 $16.8K - $18.6K
1.48K $167M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-71
- 41.52%
$121.81 - $137.24 $8.65K - $9.74K
100 $13.2M
VB
Vanguard Small Cap ETF

ETFs
-37
- 31.09%
$237.58 - $259.17 $8.79K - $9.59K
82 $20.9M
Coreweave Inc
-25
- 23.81%
N/A
80 $10.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-50
- 24.88%
$38.58 - $58.24 $1.93K - $2.91K
151 $5.92M
VRT
Vertiv Holdings CO

Industrials
-50
- 50.0%
N/A
50 $7.54M
SYM
Symbotic Inc.

Financial Services
-200
- 50.0%
$39.68 - $63.21 $7.94K - $12.6K
200 $10.8M
XLF
Financial Sector Spdr

ETFs
-122
- 10.07%
$51.37 - $54.25 $6.27K - $6.62K
1.09K $58.7M
AKAM
Akamai Technologies Inc

Technology
-47
- 37.6%
N/A
78 $5.91M
NRZ
New Residential Investment Corp.

Real Estate
-200
- 28.57%
N/A
500 $5.7M
LUV
Southwest Airlines CO

Industrials
-50
- 8.33%
$29.06 - $37.7 $1.45K - $1.89K
550 $17.6M
KEYS
Keysight Technologies, Inc.

Technology
-9
- 17.31%
$158.51 - $178.15 $1.43K - $1.6K
43 $7.52M
FDX
Fedex Corp

Industrials
-10
- 4.76%
$217.1 - $243.2 $2.17K - $2.43K
200 $47.2M
A
Agilent Technologies, Inc.

Healthcare
-6
- 12.5%
$112.04 - $128.75 $672 - $773
42 $5.39M
AMAT
Applied Materials Inc

Technology
-3
- 3.23%
$156.25 - $204.95 $469 - $615
90 $18.4M
XLB
Select Sector Spdr Fd Material

ETFs
-25
- 1.23%
$86.72 - $92.61 $2.17K - $2.32K
2K $179M
Blackrock Inc
-1
- 3.7%
N/A
26 $30.3M
CAT
Caterpillar Inc

Industrials
-5
- 7.69%
$390.92 - $477.15 $1.95K - $2.39K
60 $28.6M
Ge Vernova Inc
-3
- 4.62%
N/A
62 $38.1M
Activity Summary
Buys All Purchases 149 New Holdings 52 Increased Positions 97 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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