Atlantic Edge Private Wealth Management, LLC Purchases in Q1 2025

Atlantic Edge Private Wealth Management, LLC

  • $327 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
201K
New
$39.53 - $46.13 $7.95M - $9.28M
201K $8.85B
IEMG
Ishares Inc

ETFs
119K
+ 690.24%
N/A
136K $7.34B
IEFA
Ishares Tr

ETFs
24.6K
+ 9.84%
$69.57 - $78.65 $1.71M - $1.93M
274K $20.8B
ORCL
Oracle Corp

Technology
18.1K
+ 1099.09%
$139.81 - $186.47 $2.52M - $3.37M
19.7K $2.75B
CBRE
Cbre Group, Inc.

Real Estate
15.6K
New
$121.79 - $147.13 $1.9M - $2.29M
15.6K $2.04B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.7K
+ 13.28%
$100.32 - $100.76 $1.67M - $1.68M
142K $14.3B
PFF
Ishares Trust Ishares Pfd And

ETFs
22K
+ 30.85%
$30.73 - $32.26 $677K - $711K
93.5K $2.87B
STZ
Constellation Brands, Inc.

Consumer Defensive
3.9K
+ 94.12%
$161.05 - $222.93 $629K - $870K
8.05K $1.48B
ROP
Roper Technologies Inc

Industrials
95
+ 2.02%
$502.71 - $593.81 $47.8K - $56.4K
4.8K $2.83B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.95K
+ 2.67%
$28.55 - $29.09 $284K - $289K
383K $11.1B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.38K
+ 30.97%
$30.38 - $34.94 $255K - $293K
35.5K $1.21B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.2K
+ 8.49%
$57.21 - $65.8 $1.55M - $1.79M
347K $20.3B
DRI
Darden Restaurants Inc

Consumer Cyclical
80
+ 0.67%
$180.02 - $208.56 $14.4K - $16.7K
12.1K $2.51B
CVX
Chevron Corp

Energy
120
+ 1.38%
$146.71 - $167.97 $17.6K - $20.2K
8.83K $1.48B
VZ
Verizon Communications Inc

Communication Services
1.35K
+ 5.37%
$37.81 - $46.49 $51K - $62.7K
26.5K $1.2B
MA
Mastercard Inc

Financial Services
125
+ 2.28%
$504.67 - $576.31 $63.1K - $72K
5.61K $3.08B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.92K
+ 21.54%
$90.0 - $96.32 $172K - $184K
10.8K $997M
LKQ
Lkq Corp

Consumer Cyclical
265
+ 0.97%
$36.24 - $44.05 $9.6K - $11.7K
27.7K $1.18B
CSCO
Cisco Systems, Inc.

Technology
211
+ 0.45%
$58.74 - $64.87 $12.4K - $13.7K
47.3K $2.92B
JPM
Jpmorgan Chase & CO

Financial Services
101
+ 0.57%
$225.19 - $279.95 $22.7K - $28.3K
17.9K $4.4B
Aptiv PLC
2.37K
+ 9.86%
N/A
26.3K $1.57B
UNP
Union Pacific Corp

Industrials
100
+ 1.52%
$225.21 - $254.42 $22.5K - $25.4K
6.69K $1.58B
VLO
Valero Energy Corp

Energy
11
+ 0.15%
$121.76 - $142.99 $1.34K - $1.57K
7.35K $970M
DHR
Danaher Corp

Healthcare
1.35K
+ 15.81%
$201.62 - $250.59 $272K - $338K
9.88K $2.03B
IXUS
Ishares Tr

ETFs
785
New
$65.06 - $72.31 $51.1K - $56.8K
785 $54.8M
COP
Conocophillips

Energy
56
+ 0.68%
$88.6 - $105.85 $4.96K - $5.93K
8.26K $867M
V
Visa Inc.

Financial Services
49
+ 5.66%
$306.92 - $362.71 $15K - $17.8K
914 $320M
AZO
Autozone Inc

Consumer Cyclical
6
+ 18.75%
$3193.96 - $3828.11 $19.2K - $23K
38 $145M
DE
Deere & CO

Industrials
10
+ 1.21%
$408.57 - $509.27 $4.09K - $5.09K
836 $392M
INTU
Intuit Inc

Technology
68
+ 523.08%
$555.63 - $630.23 $37.8K - $42.9K
81 $49.7M
GLD
Spdr Gold Trust

ETFs
25
+ 3.55%
$243.19 - $288.14 $6.08K - $7.2K
730 $210M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
290
New
$88.0 - $115.5 $25.5K - $33.5K
290 $33.1M
VGT
Vanguard Information Technolog

ETFs
59
New
$542.38 - $646.34 $32K - $38.1K
59 $32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
45
+ 56.25%
$402.49 - $513.76 $18.1K - $23.1K
125 $60.6M
RDVY
First Trust Rising Dividend Ac

ETFs
466
+ 224.04%
$57.22 - $63.39 $26.7K - $29.5K
674 $39.5M
FVD
First Tr Value Line Divid Inde

ETFs
570
New
$42.61 - $45.51 $24.3K - $25.9K
570 $25.4M
TCHP
T Rowe Price Exchange Traded F

Technology
652
New
$37.86 - $44.2 $24.7K - $28.8K
652 $24.8M
EPR
Epr Properties

Real Estate
400
+ 88.89%
$43.98 - $53.81 $17.6K - $21.5K
850 $44.7M
NOC
Northrop Grumman Corp

Industrials
40
+ 43.01%
$433.45 - $513.82 $17.3K - $20.6K
133 $68.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
140
New
$142.8 - $176.36 $20K - $24.7K
140 $24.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4
+ 0.07%
$48.65 - $53.06 $195 - $212
6.14K $319M
HBAN
Huntington Bancshares Inc

Financial Services
1.5K
New
$14.28 - $17.39 $21.4K - $26.1K
1.5K $22.5M
MCO
Moodys Corp

Financial Services
43
New
$437.8 - $527.48 $18.8K - $22.7K
43 $20M
Jacobs Solutions Inc
155
New
N/A
155 $18.7M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 10.2%
$890.62 - $1076.86 $13.4K - $16.2K
162 $153M
UNH
Unitedhealth Group Inc

Healthcare
25
+ 8.93%
$461.52 - $548.18 $11.5K - $13.7K
305 $160M
MO
Altria Group, Inc.

Consumer Defensive
150
+ 13.85%
$50.81 - $60.02 $7.62K - $9K
1.23K $74M
CACI
Caci International Inc

Technology
45
New
N/A
45 $16.5M
DUK
Duke Energy Corp

Utilities
50
+ 6.97%
$105.87 - $121.97 $5.29K - $6.1K
767 $93.6M
Activity Summary
Buys All Purchases 133 New Holdings 43 Increased Positions 90 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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