Atlantic Family Wealth, LLC Purchases in Q1 2025

Atlantic Family Wealth, LLC

  • $109 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CDC
Victory Portfolios Ii Shs Inco

ETFs
331K
+ 830.94%
$61.46 - $66.32 $20.3M - $21.9M
371K $24.3B
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
10.6K
+ 3.04%
$64.2 - $69.24 $679K - $733K
359K $24.6B
Neos ETF Trust
8.86K
New
N/A
8.86K $432M
Victory Portfolios Ii
10.5K
+ 23.21%
N/A
55.5K $1.9B
ABBV
Abb Vie Inc.

Healthcare
1.46K
New
$169.2 - $216.66 $246K - $315K
1.46K $305M
Pacer Fds Tr
9.51K
+ 105.88%
N/A
18.5K $569M
AMGN
Amgen Inc

Healthcare
801
New
$258.59 - $327.36 $207K - $262K
801 $250M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
83
+ 3.45%
$442.66 - $534.52 $36.7K - $44.4K
2.49K $1.33B
AEP
American Electric Power CO Inc

Utilities
2.03K
New
$90.32 - $109.27 $183K - $222K
2.03K $222M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3K
New
$69.82 - $78.67 $209K - $236K
3K $211M
AMCR
Amcor PLC

Consumer Cyclical
10.4K
New
$9.33 - $10.39 $96.9K - $108K
10.4K $101M
NGG
National Grid PLC

Utilities
1.1K
+ 27.68%
$56.13 - $65.61 $61.5K - $71.8K
5.05K $331M
PM
Philip Morris International Inc.

Consumer Defensive
74
+ 3.57%
$117.15 - $158.79 $8.67K - $11.8K
2.15K $340M
VZ
Verizon Communications Inc

Communication Services
327
+ 3.62%
$37.81 - $46.49 $12.4K - $15.2K
9.35K $424M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
654
+ 9.5%
$73.78 - $76.59 $48.3K - $50.1K
7.54K $577M
CVX
Chevron Corp

Energy
104
+ 5.26%
$146.71 - $167.97 $15.3K - $17.5K
2.08K $348M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
506
+ 10.02%
$95.85 - $99.25 $48.5K - $50.2K
5.56K $550M
SNY
Sanofi

Healthcare
346
+ 6.37%
$48.15 - $59.42 $16.7K - $20.6K
5.78K $320M
ENB
Enbridge Inc

Energy
685
+ 9.0%
$41.54 - $45.45 $28.5K - $31.1K
8.29K $367M
JNJ
Johnson & Johnson

Healthcare
67
+ 4.36%
$142.06 - $167.7 $9.52K - $11.2K
1.6K $266M
DUK
Duke Energy Corp

Utilities
124
+ 6.56%
$105.87 - $121.97 $13.1K - $15.1K
2.02K $246M
BMY
Bristol Myers Squibb CO

Healthcare
250
+ 4.41%
$53.9 - $63.11 $13.5K - $15.8K
5.92K $361M
XEL
Xcel Energy Inc

Utilities
213
+ 5.25%
$63.37 - $72.1 $13.5K - $15.4K
4.27K $302M
PLD
Prologis, Inc.

Real Estate
142
+ 7.46%
$103.59 - $124.04 $14.7K - $17.6K
2.05K $229M
PEP
Pepsico Inc

Consumer Defensive
51
+ 3.35%
$142.64 - $156.42 $7.27K - $7.98K
1.57K $236M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.98K
+ 3.26%
$53.6 - $58.97 $106K - $116K
62.6K $3.43B
TFC
Truist Financial Corp

Financial Services
230
+ 4.5%
$39.48 - $48.15 $9.08K - $11.1K
5.34K $220M
HBAN
Huntington Bancshares Inc

Financial Services
567
+ 4.53%
$14.28 - $17.39 $8.1K - $9.86K
13.1K $196M
PNC
Pnc Financial Services Group, Inc.

Financial Services
73
+ 5.75%
$168.84 - $202.89 $12.3K - $14.8K
1.34K $236M
USB
Us Bancorp \De\

Financial Services
254
+ 4.19%
$40.92 - $50.9 $10.4K - $12.9K
6.31K $266M
VBK
Vanguard Small Cap Growth ETF

ETFs
227
+ 6.77%
$247.97 - $296.33 $56.3K - $67.3K
3.58K $901M
AMZN
Amazon Com Inc

Consumer Cyclical
221
+ 7.15%
$190.26 - $242.06 $42K - $53.5K
3.31K $631M
NVDA
Nvidia Corp

Technology
189
+ 3.79%
$106.98 - $149.43 $20.2K - $28.2K
5.18K $561M
IVV
Ishares Core S&P 500 ETF

ETFs
2.05K
+ 4.24%
$554.06 - $615.85 $1.14M - $1.26M
50.4K $28.3B
AAPL
Apple Inc.

Technology
19
+ 0.24%
$209.68 - $247.1 $3.98K - $4.69K
7.78K $1.73B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.16K
+ 1.86%
$92.45 - $106.69 $107K - $123K
63.2K $5.87B
VGT
Vanguard Information Technolog

ETFs
73
+ 1.09%
$542.38 - $646.34 $39.6K - $47.2K
6.8K $3.69B
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Atlantic Family Wealth, LLC Portfolio

Follow Atlantic Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email