Atlantic Edge Private Wealth Management, LLC ETFs

Atlantic Edge Private Wealth Management, LLC

$323 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VEU Vanguard Ftse All World Ex Us	$0	$13.1 Million 0.0% of portfolio	228	Q4 2024 Added 0.44%
RDVY First Trust Rising Dividend Ac	$0	$12.3 Million 0.0% of portfolio	208	Q4 2023 New
FNDF Schwab Fundamental Intl Large	$0	$11.9 Million 0.0% of portfolio	357	Q2 2024 Added 0.28%
GBTC Grayscale Bitcoin Trust (Btc)	$57.6B	$11.8 Million 0.0% of portfolio	160	Q1 2024 New
DVY Ishares Tr	$0	$11.8 Million 0.0% of portfolio	90	Q4 2023 New
VOE Vanguard Mid Cap Value Index F	$0	$11.8 Million 0.0% of portfolio	73	Q1 2024 Added 78.05%
IGM Ishares Expanded Tech Sector E	$0	$11.2 Million 0.0% of portfolio	110	Q3 2024 Reduced 47.62%
SCHM Schwab Strategic U.S. Mid Cap	$0	$10.9 Million 0.0% of portfolio	393	Q4 2024 Added 200.0%
QUAL Ishares Msci Usa Quality Facto	$0	$10.5 Million 0.0% of portfolio	59	Q4 2023 New
VYM Vanguard Whitehall Fds (Vangua	$0	$8.93 Million 0.0% of portfolio	70	Q4 2023 New
ACWI Ishares Msci Acwi ETF	$0	$8.81 Million 0.0% of portfolio	75	Q4 2023 New
USHY Ishares Tr Broad Usd High Yiel	$0	$8.35 Million 0.0% of portfolio	227	Q2 2024 Added 27.53%
RODM Hartford Multifactor Developed	$0	$8.33 Million 0.0% of portfolio	293	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$7.87 Million 0.0% of portfolio	96	Q2 2024 Reduced 21.31%
VOT Vanguard Mid Cap Growth Index	$0	$7.87 Million 0.0% of portfolio	31	Q4 2023 New
ITA Ishares Tr	$0	$7.27 Million 0.0% of portfolio	50	Q2 2024 New
XLI Industrial Sector Spdr	$0	$6.59 Million 0.0% of portfolio	50	Q4 2023 New
EQL Alps ETF Tr Equal Sector Weigh	$0	$6.51 Million 0.0% of portfolio	52	Q4 2023 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$6.27 Million 0.0% of portfolio	125	Q3 2024 Reduced 61.54%
FDN First Tr Fd Dow Jones	$0	$6.08 Million 0.0% of portfolio	25	Q4 2023 New
VGSH Vanguard	$0	$5.47 Million 0.0% of portfolio	94	Q3 2024 Reduced 87.21%
VGIT Vanguard Intermediate Term Tre	$0	$5.16 Million 0.0% of portfolio	89	Q4 2024 Reduced 69.42%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$5.03 Million 0.0% of portfolio	105	Q4 2023 New
IAT Ishares Tr	$0	$4.79 Million 0.0% of portfolio	95	Q4 2023 New
IFRA Ishares Tr	$0	$4.63 Million 0.0% of portfolio	100	Q4 2023 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$4.26 Million 0.0% of portfolio	10	Q4 2023 New
BSV Vanguard Bd Index Fd Inc Short	$0	$3.48 Million 0.0% of portfolio	45	Q3 2024 Added 2.27%
EZM Wisdomtree U.S. Midcap Fund	$0	$2.81 Million 0.0% of portfolio	45	Q4 2023 New
EMB Ishares Tr	$0	$2.76 Million 0.0% of portfolio	31	Q2 2024 Added 29.17%
SIL Global X Silver Miners ETF	$0	$2.22 Million 0.0% of portfolio	70	Q4 2023 New
SPIB Spdr Portfolio Intermediate Te	$0	$2.03 Million 0.0% of portfolio	62	Q2 2024 Reduced 67.54%
VBK Vanguard Small Cap Growth ETF	$0	$1.68 Million 0.0% of portfolio	6	Q2 2024 Added 500.0%
BLV Vanguard Bd Index Fd Inc Long	$0	$616,000 0.0% of portfolio	9	Q2 2024 Reduced 65.38%
FNDA Schwab Fundamental U S Small C	$0	$60,000 0.0% of portfolio	2	Q4 2024 Added 100.0%
ITM Vaneck Intermediate Muni ETF	$0	$1,000 0.0% of portfolio	0	Q4 2024 New
SCHK Schwab Strategic Tr 1000 Index	$0	$1,000 0.0% of portfolio	0	Q4 2024 New

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