Atlantic Edge Private Wealth Management, LLC Purchases in Q4 2024

Atlantic Edge Private Wealth Management, LLC

  • $323 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WULF
Terawulf Inc.

Financial Services
1.5K
New
$3.82 - $8.82 $5.73K - $13.2K
1.5K $8.49M
RODM
Hartford Multifactor Developed

ETFs
293
New
$28.36 - $30.42 $8.31K - $8.91K
293 $8.33M
ASML
Asml Holding Nv

Technology
12
New
$658.43 - $872.27 $7.9K - $10.5K
12 $8.32M
Core Scientific Inc New
575
New
N/A
575 $8.08M
PH
Parker Hannifin Corp

Industrials
12
New
$621.74 - $709.46 $7.46K - $8.51K
12 $7.63M
TDG
Trans Digm Group Inc

Industrials
6
New
$1239.0 - $1442.53 $7.43K - $8.66K
6 $7.6M
HST
Host Hotels & Resorts, Inc.

Real Estate
746
+ 1.02%
$17.24 - $19.07 $12.9K - $14.2K
74K $1.3B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
New
$1146.59 - $1270.6 $6.88K - $7.62K
6 $7.12M
GE
General Electric CO

Industrials
63
+ 38.65%
$159.95 - $194.23 $10.1K - $12.2K
226 $37.7M
ORCL
Oracle Corp

Technology
76
+ 4.85%
$165.41 - $192.43 $12.6K - $14.6K
1.64K $274M
CVI
Cvr Energy Inc

Energy
200
New
$15.9 - $25.09 $3.18K - $5.02K
200 $3.75M
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
+ 50.0%
$34.25 - $37.94 $3.43K - $3.79K
300 $10.9M
ESPR
Esperion Therapeutics, Inc.

Healthcare
1.6K
New
$1.61 - $3.83 $2.58K - $6.13K
1.6K $3.52M
VOD
Vodafone Group Public LTD CO

Communication Services
500
+ 100.0%
$8.37 - $9.95 $4.19K - $4.98K
1K $8.49M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
25
New
$110.69 - $154.48 $2.77K - $3.86K
25 $3.18M
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 5.77%
$471.27 - $550.62 $1.41K - $1.65K
55 $28.7M
ABT
Abbott Laboratories

Healthcare
47
+ 1.7%
$111.93 - $119.39 $5.26K - $5.61K
2.81K $318M
KEYS
Keysight Technologies, Inc.

Technology
17
+ 40.48%
$149.01 - $172.53 $2.53K - $2.93K
59 $9.48M
GMRE
Global Medical Reit Inc.

Real Estate
400
+ 200.0%
$7.53 - $9.83 $3.01K - $3.93K
600 $4.63M
INTU
Intuit Inc

Technology
4
+ 44.44%
$602.01 - $706.25 $2.41K - $2.83K
13 $8.17M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
New
$19.44 - $28.35 $1.94K - $2.84K
100 $2.57M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
200
New
$12.1 - $13.76 $2.42K - $2.75K
200 $2.42M
A
Agilent Technologies, Inc.

Healthcare
20
+ 57.14%
$125.69 - $146.56 $2.51K - $2.93K
55 $7.39M
PFE
Pfizer Inc

Healthcare
123
+ 24.9%
$24.8 - $30.19 $3.05K - $3.71K
617 $16.4M
LPG
Dorian Lpg Ltd.

Energy
130
+ 108.33%
$22.69 - $36.35 $2.95K - $4.73K
250 $6.09M
ROKU
Roku, Inc

Communication Services
25
New
$64.08 - $84.12 $1.6K - $2.1K
25 $1.86M
SCHG
Schwab Strategic Tr Us Large C

ETFs
586
+ 298.98%
$25.93 - $105.3 $15.2K - $61.7K
782 $21.8M
Grayscale Bitcoin Mini Tr Et
32
New
N/A
32 $1.34M
AGNC
Agnc Investment Corp.

Real Estate
200
+ 40.0%
$9.21 - $10.59 $1.84K - $2.12K
700 $6.45M
Ge Healthcare Technologies I
20
+ 66.67%
N/A
50 $3.91M
SCHX
Schwab Strategic Tr Us Large C

ETFs
700
+ 200.0%
$22.4 - $68.28 $15.7K - $47.8K
1.05K $24.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
615
+ 100.0%
$25.33 - $51.16 $15.6K - $31.5K
1.23K $31.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
262
+ 200.0%
$27.54 - $83.04 $7.22K - $21.8K
393 $10.9M
Canoo Inc
2
New
N/A
2 $3K
FNDA
Schwab Fundamental U S Small C

ETFs
1
+ 100.0%
$29.26 - $59.11 $29.3 - $59.1
2 $60K
ITM
Vaneck Intermediate Muni ETF

ETFs
0
New
$45.56 - $46.97 $0 - $0
0 $1K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$27.45 - $55.56 $0 - $0
0 $1K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
33
+ 9.24%
$58.88 - $64.8 $1.94K - $2.14K
390 $23M
FNDX
Schwab Fundamental U S Large C

ETFs
466
+ 200.0%
$23.49 - $71.77 $10.9K - $33.4K
699 $16.6M
LMT
Lockheed Martin Corp

Industrials
20
+ 19.05%
$479.66 - $614.62 $9.59K - $12.3K
125 $60.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
50
+ 3.85%
$96.64 - $101.23 $4.83K - $5.06K
1.35K $131M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.44%
$57.29 - $63.1 $57.3 - $63.1
228 $13.1M
SYK
Stryker Corp

Healthcare
15
+ 0.27%
$345.14 - $392.15 $5.18K - $5.88K
5.6K $2.02B
AFL
Aflac Inc

Financial Services
1
+ 0.21%
$100.37 - $115.27 $100 - $115
471 $48.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.18K
+ 2.11%
$174.22 - $187.62 $205K - $221K
56.9K $9.98B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.27K
+ 100.0%
$18.41 - $40.87 $60.1K - $133K
6.53K $121M
CVX
Chevron Corp

Energy
30
+ 0.35%
$141.15 - $162.53 $4.23K - $4.88K
8.71K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.99%
$385.02 - $431.37 $6.16K - $6.9K
1.64K $637M
EEM
Ishares Msci Emerging Markets

ETFs
220
+ 2.93%
$41.82 - $47.36 $9.2K - $10.4K
7.74K $323M
Activity Summary
Buys All Purchases 114 New Holdings 28 Increased Positions 86 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 1
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