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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.26%
$58.01 - $64.46 $58 - $64.5
391 $24.3M
Mind Medicine Mindmed Inc
193
New
N/A
193 $1.13M
RWT
Redwood Trust Inc

Real Estate
200
+ 50.0%
$6.01 - $6.72 $1.2K - $1.34K
600 $3.64M
Sailpoint Inc
50
New
N/A
50 $938K
Cybin Inc
137
New
N/A
137 $869K
ET
Energy Transfer LP

Energy
175
+ 7.22%
$17.26 - $21.08 $3.02K - $3.69K
2.6K $48.3M
Amplify ETF Tr
37
New
N/A
37 $722K
ITM
Vaneck Intermediate Muni ETF

ETFs
0
New
$45.21 - $46.67 $0 - $0
0 $1K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$26.53 - $29.63 $0 - $0
0 $1K
CMCSA
Comcast Corp

Communication Services
2
+ 0.33%
$33.19 - $38.23 $66.4 - $76.5
602 $22.2M
KEY
Keycorp

Financial Services
48
+ 4.54%
$15.15 - $18.3 $727 - $878
1.11K $17.7M
TFC
Truist Financial Corp

Financial Services
75
+ 2.73%
$39.48 - $48.15 $2.96K - $3.61K
2.82K $116M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 2.56%
$524.81 - $672.19 $5.25K - $6.72K
400 $219M
UPS
United Parcel Service Inc

Industrials
5
+ 1.23%
$109.66 - $136.26 $548 - $681
413 $45.4M
VTI
Vanguard Total Stock Market Et

ETFs
130
+ 4.64%
$271.18 - $303.12 $35.3K - $39.4K
2.93K $805M
RGTI
Rigetti Computing, Inc.

Technology
100
+ 8.7%
$6.05 - $19.51 $605 - $1.95K
1.25K $9.9M
AXP
American Express CO

Financial Services
1
+ 0.27%
$255.39 - $325.87 $255 - $326
375 $101M
MET
Metlife Inc

Financial Services
31
+ 0.2%
$77.7 - $87.0 $2.41K - $2.7K
15.7K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.31%
$347.25 - $424.87 $1.74K - $2.12K
1.64K $602M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
95
+ 0.88%
$175.5 - $209.86 $16.7K - $19.9K
10.9K $1.97B
RSP
Invesco S&P 500 Equal Weight E

ETFs
162
+ 0.28%
$169.43 - $182.84 $27.4K - $29.6K
57.1K $9.89B
AMZN
Amazon Com Inc

Consumer Cyclical
4
+ 0.13%
$190.26 - $242.06 $761 - $968
3.11K $591M
IVV
Ishares Core S&P 500 ETF

ETFs
566
+ 3.55%
$554.06 - $615.85 $314K - $349K
16.5K $9.26B
LOW
Lowes Companies Inc

Consumer Cyclical
105
+ 1.05%
$222.66 - $268.42 $23.4K - $28.2K
10.1K $2.36B
CMI
Cummins Inc

Industrials
45
+ 0.82%
$312.92 - $386.07 $14.1K - $17.4K
5.53K $1.73B
URI
United Rentals, Inc.

Industrials
20
+ 0.6%
$594.17 - $789.56 $11.9K - $15.8K
3.34K $2.09B
AMP
Ameriprise Financial Inc

Financial Services
30
+ 0.55%
$472.29 - $575.13 $14.2K - $17.3K
5.51K $2.67B
HPQ
Hp Inc

Technology
1.02K
+ 1.78%
$27.69 - $34.72 $28.3K - $35.5K
58.6K $1.62B
TGT
Target Corp

Consumer Defensive
81
+ 0.58%
$103.65 - $142.5 $8.4K - $11.5K
14.1K $1.48B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
601
+ 3.03%
$165.25 - $224.62 $99.3K - $135K
20.4K $3.39B
MSFT
Microsoft Corp

Technology
196
+ 1.47%
$375.39 - $447.2 $73.6K - $87.7K
13.5K $5.08B
GOOGL
Alphabet Inc.

Communication Services
252
+ 1.12%
$154.33 - $206.19 $38.9K - $52K
22.7K $3.51B
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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