Atlantic Family Wealth, LLC Sells in Q2 2025

Atlantic Family Wealth, LLC

  • $115 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3K
- 38.53%
$172.42 - $223.89 $517K - $671K
4.78K $981M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.2K
- 13.11%
$47.46 - $55.3 $389K - $453K
54.4K $2.99B
GILD
Gilead Sciences, Inc.

Healthcare
-1.26K
- 39.31%
$96.91 - $113.0 $122K - $143K
1.95K $216M
VZ
Verizon Communications Inc

Communication Services
-1.44K
- 15.41%
$41.67 - $45.62 $60K - $65.7K
7.91K $342M
CVX
Chevron Corp

Energy
-8
- 0.38%
$133.73 - $168.51 $1.07K - $1.35K
2.07K $297M
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.32%
$128.02 - $151.37 $640 - $757
1.57K $207M
JNJ
Johnson & Johnson

Healthcare
-6
- 0.37%
$146.36 - $159.82 $878 - $959
1.6K $244M
DGRO
Ishares Core Dividend Growth E

ETFs
-623
- 7.29%
$55.22 - $63.94 $34.4K - $39.8K
7.92K $506M
PLD
Prologis, Inc.

Real Estate
-4
- 0.2%
$89.76 - $112.34 $359 - $449
2.04K $215M
XEL
Xcel Energy Inc

Utilities
-14
- 0.33%
$65.65 - $72.39 $919 - $1.01K
4.26K $290M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-37
- 1.03%
$90.85 - $102.31 $3.36K - $3.79K
3.56K $358M
DUK
Duke Energy Corp

Utilities
-6
- 0.3%
$112.46 - $124.05 $675 - $744
2.01K $237M
AMCR
Amcor PLC

Consumer Cyclical
-36
- 0.35%
$8.57 - $9.81 $309 - $353
10.4K $95.1M
TRP
Tc Energy Corp

Energy
-18
- 0.42%
$44.48 - $51.4 $801 - $925
4.3K $210M
ENB
Enbridge Inc

Energy
-33
- 0.4%
$41.09 - $47.16 $1.36K - $1.56K
8.26K $374M
TFC
Truist Financial Corp

Financial Services
-20
- 0.37%
$34.79 - $42.99 $696 - $860
5.32K $229M
USB
Us Bancorp \De\

Financial Services
-28
- 0.44%
$36.4 - $45.76 $1.02K - $1.28K
6.28K $284M
VIG
Vanguard Dividend Appreciation

ETFs
-10
- 0.47%
N/A
2.12K $434M
HBAN
Huntington Bancshares Inc

Financial Services
-52
- 0.4%
$12.49 - $16.76 $649 - $872
13K $218M
NGG
National Grid PLC

Utilities
-20
- 0.4%
$62.74 - $74.79 $1.25K - $1.5K
5.03K $374M
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 2.35%
$496.48 - $617.85 $11.9K - $14.8K
998 $617M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-200
- 1.89%
$53.75 - $67.21 $10.8K - $13.4K
10.4K $688M
AMZN
Amazon Com Inc

Consumer Cyclical
-17
- 0.51%
$167.32 - $223.3 $2.84K - $3.8K
3.3K $723M
VGT
Vanguard Information Technolog

ETFs
-215
- 3.16%
$470.37 - $663.28 $101K - $143K
6.58K $4.37B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.14K
- 1.8%
$82.96 - $110.1 $94.3K - $125K
62.1K $6.83B
Activity Summary
Buys All Purchases 24 New Holdings 9 Increased Positions 15 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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