Atlantic Family Wealth, LLC Purchases and Sells in Q3 2025

Atlantic Family Wealth, LLC

$129 Billion
Q3 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	344 + 0.68%	$620.67 - $670.08 $214K - $231K	51.2K $34.3B
PACER FDS TR	61.9K + 140.98%	N/A	106K $3.84B
CDC	9.08K + 2.42%	$64.0 - $66.91 $581K - $608K	384K $25.6B
CDL	8.65K + 2.37%	$66.84 - $69.82 $578K - $604K	373K $26B
VICTORY PORTFOLIOS II	29.6K + 49.82%	N/A	89.1K $3.34B
IVW	2.16K + 3.48%	$108.97 - $121.65 $235K - $263K	64.2K $7.75B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	344 New	$695.21 - $791.73 $239K - $272K	344 $253M
TSLA	568 New	$293.94 - $444.72 $167K - $253K	568 $253M
GOOG	987 New	$175.16 - $255.24 $173K - $252K	987 $240M
FE	4.92K New	$39.76 - $45.82 $196K - $225K	4.92K $225M
ISHARES ETHEREUM TR	6.69K New	N/A	6.69K $211M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-8.53K - 15.7%	$55.15 - $58.11 $471K - $496K	45.8K $2.63B
DUK	-20 - 1.0%	$116.31 - $125.93 $2.33K - $2.52K	1.99K $246M
XOM	-18 - 0.67%	$105.83 - $117.22 $1.9K - $2.11K	2.65K $299M
TFC	-49 - 0.92%	$42.83 - $47.07 $2.1K - $2.31K	5.27K $241M
AEP	-23 - 1.14%	$103.26 - $115.0 $2.37K - $2.65K	2K $225M
PNC	-12 - 0.67%	$185.88 - $207.44 $2.23K - $2.49K	1.77K $355M

Activity Summary All Purchases 33 New Holdings 5 Increased Positions 28 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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