Atlantic Edge Private Wealth Management, LLC Purchases in Q2 2025

Atlantic Edge Private Wealth Management, LLC

  • $365 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
308K
New
$49.79 - $50.75 $15.3M - $15.6M
308K $15.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
53.6K
+ 348.58%
$82.96 - $110.1 $4.45M - $5.9M
69K $7.6B
IVV
Ishares Core S&P 500 ETF

ETFs
5.78K
+ 35.04%
$498.8 - $620.9 $2.88M - $3.59M
22.3K $13.8B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
31.4K
+ 22.12%
$100.04 - $100.54 $3.15M - $3.16M
174K $17.4B
NVDA
Nvidia Corp

Technology
300
+ 0.63%
$94.31 - $157.99 $28.3K - $47.4K
48.1K $7.6B
VUG
Vanguard Growth ETF

ETFs
3.34K
+ 1471.37%
$329.49 - $438.4 $1.1M - $1.46M
3.57K $1.56B
AMD
Advanced Micro Devices Inc

Technology
5.46K
+ 35.83%
$78.21 - $143.81 $427K - $786K
20.7K $2.94B
INGR
Ingredion Inc

Consumer Defensive
9.68K
+ 1843.62%
$123.22 - $140.95 $1.19M - $1.36M
10.2K $1.38B
PWR
Quanta Services, Inc.

Industrials
60
+ 0.71%
$239.47 - $381.26 $14.4K - $22.9K
8.54K $3.23B
META
Meta Platforms, Inc.

Communication Services
82
+ 1.37%
$484.66 - $738.09 $39.7K - $60.5K
6.07K $4.48B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.59K
+ 6.55%
$39.89 - $49.46 $223K - $277K
90.9K $4.5B
VSLU
ETF Opportunities Tr Applied F
8.86K
+ 12.99%
$31.34 - $39.15 $278K - $347K
77K $3.01B
GOOGL
Alphabet Inc.

Communication Services
202
+ 0.89%
$144.7 - $178.6 $29.2K - $36.1K
22.9K $4.04B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
687
+ 39.73%
$456.74 - $568.03 $314K - $390K
2.42K $1.37B
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.39K
+ 3.69%
$45.95 - $47.33 $432K - $445K
264K $12.4B
URI
United Rentals, Inc.

Industrials
43
+ 1.29%
$551.94 - $753.4 $23.7K - $32.4K
3.38K $2.55B
IBM
International Business Machines Corp

Technology
41
+ 0.45%
$221.03 - $294.78 $9.06K - $12.1K
9.15K $2.7B
Franklin Templeton Digital H
3.15K
+ 23.42%
N/A
16.6K $1.04B
AMP
Ameriprise Financial Inc

Financial Services
19
+ 0.34%
$422.19 - $533.73 $8.02K - $10.1K
5.53K $2.95B
BAC
Bank Of America Corp

Financial Services
1.35K
+ 3.52%
$34.39 - $47.46 $46.5K - $64.2K
39.8K $1.88B
TAP
Molson Coors Beverage CO

Consumer Defensive
4.7K
New
$47.24 - $62.46 $222K - $294K
4.7K $226M
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 3.33%
$496.48 - $617.85 $44.7K - $55.6K
2.79K $1.73B
COIN
Coinbase Global, Inc.

Technology
575
New
$151.47 - $375.07 $87.1K - $216K
575 $202M
Ishares Ethereum Tr
9.5K
New
N/A
9.5K $181M
GS
Goldman Sachs Group Inc

Financial Services
105
+ 26.25%
$462.22 - $707.75 $48.5K - $74.3K
505 $357M
VTI
Vanguard Total Stock Market Et

ETFs
72
+ 2.46%
$243.75 - $303.93 $17.6K - $21.9K
3K $912M
BETZ
Listed Fds Trroundhill Sports
2.3K
New
N/A
2.3K $54.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
205
+ 31.78%
$149.76 - $186.42 $30.7K - $38.2K
850 $158M
VLO
Valero Energy Corp

Energy
140
+ 1.91%
$104.69 - $141.77 $14.7K - $19.8K
7.49K $1.01B
PLTR
Palantir Technologies Inc.

Technology
105
+ 26.25%
$74.01 - $144.25 $7.77K - $15.1K
505 $68.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
30
+ 40.0%
$321.63 - $509.31 $9.65K - $15.3K
105 $53.5M
Tidal Trust Iii
1.3K
New
N/A
1.3K $25.1M
CYBR
Cyber Ark Software Ltd.

Technology
57
New
$305.98 - $406.88 $17.4K - $23.2K
57 $23.2M
Or Royalties Inc.
900
New
N/A
900 $23.1M
Circle Internet Group Inc
120
New
N/A
120 $21.8M
AXP
American Express CO

Financial Services
4
+ 1.07%
$231.39 - $318.98 $926 - $1.28K
379 $121M
PANW
Palo Alto Networks Inc

Technology
65
+ 36.93%
$152.44 - $204.64 $9.91K - $13.3K
241 $49.3M
NEM
Newmont Corp

Basic Materials
300
New
$44.18 - $59.46 $13.3K - $17.8K
300 $17.5M
Coreweave Inc
105
New
N/A
105 $17.1M
CAR
Avis Budget Group, Inc.

Industrials
100
New
$62.86 - $179.3 $6.29K - $17.9K
100 $16.9M
ITA
Ishares Tr

ETFs
75
+ 150.0%
$135.31 - $188.64 $10.1K - $14.1K
125 $23.6M
CAH
Cardinal Health Inc

Healthcare
75
+ 75.0%
$125.0 - $168.0 $9.38K - $12.6K
175 $29.4M
SYM
Symbotic Inc.

Financial Services
400
New
$17.5 - $38.85 $7K - $15.5K
400 $15.5M
USO
United States Oil Fund, LP

ETFs
195
New
$62.37 - $83.12 $12.2K - $16.2K
195 $14.3M
CVS
Cvs Health Corp

Healthcare
46
+ 0.52%
$60.04 - $70.18 $2.76K - $3.23K
8.88K $613M
NRG
Nrg Energy, Inc.

Utilities
85
New
$83.61 - $162.67 $7.11K - $13.8K
85 $13.7M
MS
Morgan Stanley

Financial Services
50
+ 19.61%
$99.83 - $140.86 $4.99K - $7.04K
305 $43M
COF
Capital One Financial Corp

Financial Services
50
+ 66.67%
$150.57 - $212.76 $7.53K - $10.6K
125 $26.6M
VRT
Vertiv Holdings CO

Industrials
100
New
N/A
100 $12.8M
Activity Summary
Buys All Purchases 90 New Holdings 34 Increased Positions 56 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 2
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