Atlantic Edge Private Wealth Management, LLC Portfolio Holdings
Atlantic Edge Private Wealth Management, LLC
- $365 Billion
- Q2 2025
Atlantic Edge Private Wealth Management, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $365 Billion distributed in 511 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $22.9B, Pimco ETF Tr Enhanced Sht Matu with a value of $17.4B, Ishares Core S&P Mid Cap ETF with a value of $17.4B, Janus Detroit Str Tr Janus Hen with a value of $15.6B, and Ishares Core S&P 500 ETF with a value of $13.8B.
Examining the 13F form we can see an increase of $37.5B in the current position value, from $327B to 365B.
Atlantic Edge Private Wealth Management, LLC is based out at Jacksonville, FL
Below you can find more details about Atlantic Edge Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 511
- Current Value $365 Billion
- Prior Value $327 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 34 stocks
- Additional Purchases 56 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks