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
SPGI
S&P Global Inc.

Financial Services
32
New
$446.32 - $527.38 $14.3K - $16.9K
32 $16.5M
AVGO
Broadcom Inc.

Technology
626
+ 978.13%
$136.27 - $1745.86 $85.3K - $1.09M
690 $119M
CB
Chubb LTD

Financial Services
56
New
$252.51 - $292.2 $14.1K - $16.4K
56 $16.2M
GE
General Electric CO

Industrials
70
+ 75.27%
$156.66 - $189.66 $11K - $13.3K
163 $30.7M
VB
Vanguard Small Cap ETF

ETFs
52
+ 41.94%
$214.77 - $237.72 $11.2K - $12.4K
176 $41.8M
FDS
Factset Research Systems Inc

Financial Services
32
New
$397.04 - $469.48 $12.7K - $15K
32 $14.7M
EMR
Emerson Electric CO

Industrials
122
New
$98.19 - $118.87 $12K - $14.5K
122 $13.3M
XLV
Select Sector Spdr Fund Health

ETFs
81
New
$143.3 - $157.24 $11.6K - $12.7K
81 $12.5M
WEC
Wec Energy Group, Inc.

Utilities
115
New
$77.68 - $96.19 $8.93K - $11.1K
115 $11.1M
XLP
Consumer Staples Sector Spdr

ETFs
77
+ 10.77%
$76.04 - $76.04 $5.86K - $5.86K
792 $65.7M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.24%
$62.69 - $73.01 $188 - $219
1.28K $91.6M
XLF
Financial Sector Spdr

ETFs
122
+ 10.71%
$40.84 - $45.74 $4.98K - $5.58K
1.26K $57.1M
CE
Celanese Corp

Basic Materials
40
+ 0.92%
$119.16 - $147.51 $4.77K - $5.9K
4.4K $598M
XLE
Energy Sector Spdr

ETFs
130
+ 28.57%
$84.35 - $93.39 $11K - $12.1K
585 $51.4M
XOM
Exxon Mobil Corp

Energy
34
+ 1.88%
$109.72 - $119.0 $3.73K - $4.05K
1.84K $216M
ING
Ing Groep Nv

Financial Services
400
New
$16.55 - $18.66 $6.62K - $7.46K
400 $7.26M
MPW
Medical Properties Trust Inc

Real Estate
400
+ 20.0%
$4.03 - $6.38 $1.61K - $2.55K
2.4K $14M
AGNC
Agnc Investment Corp.

Real Estate
500
New
$9.48 - $10.66 $4.74K - $5.33K
500 $5.23M
FLS
Flowserve Corp

Industrials
100
New
$44.46 - $52.53 $4.45K - $5.25K
100 $5.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 6.72%
$434.77 - $502.96 $3.48K - $4.02K
127 $62M
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
+ 100.0%
$31.07 - $39.36 $3.11K - $3.94K
200 $7.32M
KEY
Keycorp

Financial Services
13
+ 0.98%
$13.95 - $17.34 $181 - $225
1.35K $22.5M
Natwest Group PLC
300
New
N/A
300 $2.81M
VOD
Vodafone Group Public LTD CO

Communication Services
200
+ 66.67%
$8.8 - $10.35 $1.76K - $2.07K
500 $5.01M
KSS
Kohls Corp

Consumer Cyclical
100
New
$18.62 - $22.79 $1.86K - $2.28K
100 $2.11M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 6.67%
$460.0 - $505.78 $2.3K - $2.53K
80 $37.2M
ETF Opportunities Trust
100
New
N/A
100 $1.89M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.56%
$58.03 - $65.37 $116 - $131
357 $23.1M
LECO
Lincoln Electric Holdings Inc

Industrials
5
New
$173.3 - $211.48 $867 - $1.06K
5 $961K
Grayscale Bitcoin Mini Tr Bt
160
New
N/A
160 $901K
HOG
Harley Davidson, Inc.

Consumer Cyclical
18
+ 120.0%
$31.83 - $39.53 $573 - $712
33 $1.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.51%
$92.63 - $105.69 $92.6 - $106
196 $20.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 2.27%
$76.38 - $78.87 $76.4 - $78.9
45 $3.54M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$49.82 - $55.29 $0 - $0
0 $1K
ITM
Vaneck Intermediate Muni ETF

ETFs
0
New
$45.67 - $47.0 $0 - $0
0 $1K
DECK
Deckers Outdoor Corp

Consumer Cyclical
375
+ 500.0%
$150.73 - $974.56 $56.5K - $365K
450 $71.8M
LKQ
Lkq Corp

Consumer Cyclical
1.11K
+ 4.0%
$38.47 - $46.03 $42.7K - $51.1K
28.9K $1.15B
HST
Host Hotels & Resorts, Inc.

Real Estate
1.39K
+ 1.94%
$15.92 - $18.86 $22.1K - $26.2K
73.3K $1.29B
PCAR
Paccar Inc

Industrials
100
+ 2.41%
$91.64 - $109.98 $9.16K - $11K
4.25K $419M
COP
Conocophillips

Energy
164
+ 2.0%
$102.3 - $116.61 $16.8K - $19.1K
8.36K $880M
CVX
Chevron Corp

Energy
19
+ 0.22%
$137.88 - $161.97 $2.62K - $3.08K
8.68K $1.28B
MRK
Merck & Co., Inc.

Healthcare
306
+ 2.42%
$111.15 - $128.97 $34K - $39.5K
12.9K $1.47B
VLO
Valero Energy Corp

Energy
250
+ 3.44%
$132.81 - $163.48 $33.2K - $40.9K
7.52K $1.01B
MSFT
Microsoft Corp

Technology
155
+ 1.18%
$395.15 - $467.56 $61.2K - $72.5K
13.3K $5.71B
ADBE
Adobe Inc.

Technology
50
+ 0.94%
$508.13 - $586.55 $25.4K - $29.3K
5.38K $2.79B
GOOGL
Alphabet Inc.

Communication Services
197
+ 0.88%
$148.65 - $191.18 $29.3K - $37.7K
22.5K $3.73B
MCK
Mckesson Corp

Healthcare
75
+ 1.37%
$479.06 - $630.38 $35.9K - $47.3K
5.54K $2.74B
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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