Atlantic Edge Private Wealth Management, LLC Portfolio Holdings
Atlantic Edge Private Wealth Management, LLC
- $291 Billion
- Q1 2024
Atlantic Edge Private Wealth Management, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $291 Billion distributed in 488 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $16.1B, Ishares Tr with a value of $15.8B, Pimco ETF Tr Enhanced Sht Matu with a value of $14.4B, Spdr S&P Midcap 400 ETF Trust with a value of $13.8B, and Vanguard Sht Term Corp Bd ETF with a value of $12B.
Examining the 13F form we can see an increase of $44.7B in the current position value, from $246B to 291B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 488
- Current Value $291 Billion
- Prior Value $246 Billion
- Filing
- Period Q1 2024
- Filing Date May 08, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 42 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks