Atlantic Family Wealth, LLC Portfolio Holdings

Atlantic Family Wealth, LLC

  • $109 Billion
  • Q1 2025

Atlantic Family Wealth, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.3B, Victory Portf Ii Shs Us Lrg Ca with a value of $24.6B, Victory Portfolios Ii Shs Inco with a value of $24.3B, Ishares S&P 500 Growth ETF with a value of $5.87B, and Vanguard Information Technolog with a value of $3.69B.

Examining the 13F form we can see an increase of $24.2B in the current position value, from $84.6B to 109B.

Atlantic Family Wealth, LLC is based out at Coral Gables, FL

Below you can find more details about Atlantic Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $95.3 Billion
Technology: $2.29 Billion
Financial Services: $2.24 Billion
Healthcare: $1.86 Billion
Utilities: $1.1 Billion
Energy: $919 Million
Consumer Cyclical: $731 Million
Consumer Defensive: $576 Million
Other: $864 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $109 Billion
  • Prior Value $84.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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