Atlantic Edge Private Wealth Management, LLC Purchases in Q3 2024

Atlantic Edge Private Wealth Management, LLC

  • $329 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
21.1K
+ 8818.83%
$128.67 - $183.96 $2.71M - $3.88M
21.3K $3.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19.6K
+ 13501.38%
$147.95 - $191.05 $2.9M - $3.74M
19.7K $3.43B
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.7K
+ 32.56%
$162.83 - $179.16 $2.23M - $2.45M
55.8K $9.99B
IEFA
Ishares Tr

ETFs
16.2K
+ 6.75%
$70.09 - $78.74 $1.14M - $1.28M
257K $20B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.5K
+ 7.31%
$57.32 - $62.65 $1.17M - $1.28M
300K $18.7B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
45.7K
New
$31.95 - $38.02 $1.46M - $1.74M
45.7K $1.71B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.5K
+ 10.77%
$41.9 - $48.26 $775K - $892K
190K $9.1B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
17.5K
+ 7.77%
$56.04 - $62.99 $979K - $1.1M
242K $14.8B
SHW
Sherwin Williams CO

Basic Materials
3.52K
+ 1864.02%
$294.65 - $384.0 $1.04M - $1.35M
3.71K $1.42B
UITB
Usaa ETF Tr Core Intermediate

ETFs
13.1K
+ 5.61%
$45.71 - $48.29 $599K - $632K
247K $11.8B
DHI
Horton D R Inc

Consumer Cyclical
390
+ 2.5%
$135.21 - $197.06 $52.7K - $76.9K
16K $3.05B
IEMG
Ishares Inc

ETFs
11.5K
+ 56.83%
$53.64 - $53.64 $618K - $618K
31.8K $1.83B
FISV
Fiserv Inc

Technology
115
+ 0.59%
N/A
19.7K $3.54B
LOW
Lowes Companies Inc

Consumer Cyclical
396
+ 4.12%
$213.3 - $270.78 $84.5K - $107K
10K $2.71B
URI
United Rentals, Inc.

Industrials
55
+ 1.66%
$627.41 - $814.1 $34.5K - $44.8K
3.37K $2.73B
IVV
Ishares Core S&P 500 ETF

ETFs
228
+ 1.55%
$520.18 - $576.82 $119K - $132K
14.9K $8.6B
META
Meta Platforms, Inc.

Communication Services
85
+ 1.21%
$453.41 - $572.44 $38.5K - $48.7K
7.1K $4.06B
IBM
International Business Machines Corp

Technology
402
+ 4.68%
$175.1 - $223.38 $70.4K - $89.8K
9K $1.99B
VSLU
ETF Opportunities Tr Applied F
10.6K
+ 18.33%
$32.6 - $36.0 $346K - $382K
68.5K $2.47B
PWR
Quanta Services, Inc.

Industrials
188
+ 2.24%
$239.58 - $298.23 $45K - $56.1K
8.59K $2.56B
TMO
Thermo Fisher Scientific Inc.

Healthcare
110
+ 2.23%
$531.86 - $624.21 $58.5K - $68.7K
5.05K $3.12B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.5K
+ 44.98%
$87.56 - $95.49 $306K - $334K
11.3K $1.08B
TRV
Travelers Companies, Inc.

Financial Services
275
+ 3.19%
$201.87 - $242.35 $55.5K - $66.6K
8.9K $2.08B
CSCO
Cisco Systems, Inc.

Technology
1.35K
+ 3.05%
$44.74 - $53.22 $60.4K - $71.9K
45.6K $2.43B
DHR
Danaher Corp

Healthcare
240
+ 2.88%
$239.25 - $280.76 $57.4K - $67.4K
8.58K $2.39B
PEG
Public Service Enterprise Group Inc

Utilities
680
+ 4.43%
$73.58 - $89.21 $50K - $60.7K
16K $1.43B
CMI
Cummins Inc

Industrials
130
+ 2.42%
$266.63 - $326.4 $34.7K - $42.4K
5.5K $1.78B
AMP
Ameriprise Financial Inc

Financial Services
75
+ 1.35%
$391.53 - $469.81 $29.4K - $35.2K
5.63K $2.64B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
95
+ 0.89%
$150.01 - $182.29 $14.3K - $17.3K
10.8K $1.97B
JPM
Jpmorgan Chase & CO

Financial Services
399
+ 2.3%
$194.9 - $224.8 $77.8K - $89.7K
17.8K $3.74B
MET
Metlife Inc

Financial Services
371
+ 2.42%
$67.96 - $82.48 $25.2K - $30.6K
15.7K $1.3B
DRI
Darden Restaurants Inc

Consumer Cyclical
421
+ 3.61%
$138.06 - $172.74 $58.1K - $72.7K
12.1K $1.98B
UNP
Union Pacific Corp

Industrials
285
+ 4.57%
$221.78 - $256.09 $63.2K - $73K
6.52K $1.61B
VZ
Verizon Communications Inc

Communication Services
1.97K
+ 8.67%
$38.89 - $45.0 $76.7K - $88.8K
24.7K $1.11B
TGT
Target Corp

Consumer Defensive
340
+ 2.41%
$133.47 - $159.25 $45.4K - $54.1K
14.5K $2.25B
SYK
Stryker Corp

Healthcare
105
+ 1.92%
$315.94 - $371.96 $33.2K - $39.1K
5.58K $2.02B
DTE
Dte Energy CO

Utilities
266
+ 4.24%
$108.67 - $128.41 $28.9K - $34.2K
6.55K $840M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.01%
$182.15 - $182.15 $182 - $182
8.39K $1.66B
HPQ
Hp Inc

Technology
2.09K
+ 3.72%
$32.02 - $38.11 $67K - $79.8K
58.4K $2.09B
NSC
Norfolk Southern Corp

Industrials
128
+ 5.32%
$213.75 - $259.69 $27.4K - $33.2K
2.54K $630M
IWR
Ishares Russell Mid Cap ETF

ETFs
971
+ 27.08%
$79.92 - $88.19 $77.6K - $85.6K
4.56K $402M
ABT
Abbott Laboratories

Healthcare
783
+ 39.61%
$100.07 - $118.13 $78.4K - $92.5K
2.76K $315M
IVE
Ishares S&P 500 Value ETF

ETFs
164
+ 3.66%
$181.06 - $197.17 $29.7K - $32.3K
4.65K $916M
VTI
Vanguard Total Stock Market Et

ETFs
209
+ 8.19%
$255.18 - $283.2 $53.3K - $59.2K
2.76K $782M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
70
+ 0.96%
$111.9 - $124.28 $7.83K - $8.7K
7.33K $906M
ACN
Accenture PLC

Technology
67
+ 5.97%
$295.44 - $355.81 $19.8K - $23.8K
1.19K $421M
ETN
Eaton Corp PLC

Industrials
131
+ 6.74%
$272.52 - $333.02 $35.7K - $43.6K
2.08K $688M
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.38%
$163.84 - $199.33 $1.8K - $2.19K
2.88K $568M
INGR
Ingredion Inc

Consumer Defensive
525
New
$111.98 - $137.59 $58.8K - $72.2K
525 $72.2M
Activity Summary
Buys All Purchases 148 New Holdings 33 Increased Positions 115 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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