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
UL Unilever PLC Consumer Defensive	1 + 0.03%	$56.7 - $64.64 $56.7 - $64.6	3.59K $203M
MSFT Microsoft Corp Technology	51 + 0.38%	$406.35 - $454.46 $20.7K - $23.2K	13.3K $5.62B
UNP Union Pacific Corp Industrials	72 + 1.1%	$223.15 - $249.32 $16.1K - $18K	6.59K $1.5B
VZ Verizon Communications Inc Communication Services	373 + 1.51%	$39.6 - $45.21 $14.8K - $16.9K	25.1K $1B
SHW Sherwin Williams CO Basic Materials	30 + 0.81%	$338.75 - $399.71 $10.2K - $12K	3.74K $1.27B
STZ Constellation Brands, Inc. Consumer Defensive	15 + 0.36%	$219.66 - $257.62 $3.29K - $3.86K	4.15K $917M
ROP Roper Technologies Inc Industrials	10 + 0.21%	$519.85 - $575.95 $5.2K - $5.76K	4.7K $2.44B
UITB Usaa ETF Tr Core Intermediate ETFs	5.86K + 2.38%	$45.83 - $48.07 $269K - $282K	252K $11.6B
LOW Lowes Companies Inc Consumer Cyclical	6 + 0.06%	$244.52 - $284.07 $1.47K - $1.7K	10K $2.47B
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	422 + 0.11%	$28.6 - $29.27 $12.1K - $12.4K	373K $10.7B
EFA Ishares Tr Msci Eafe ETF ETFs	1.18K + 2.28%	$75.1 - $82.99 $88.8K - $98.2K	53.1K $4.01B
ADBE Adobe Inc. Technology	23 + 0.43%	$437.39 - $552.96 $10.1K - $12.7K	5.41K $2.4B
TMO Thermo Fisher Scientific Inc. Healthcare	1 + 0.02%	$501.29 - $612.85 $501 - $613	5.05K $2.63B
REGN Regeneron Pharmaceuticals, Inc. Healthcare	20 + 1.19%	$701.85 - $1046.91 $14K - $20.9K	1.7K $1.21B

Activity Summary All Purchases 114 New Holdings 28 Increased Positions 86 All Sells 95 Reductions 95 Sold out 0 Calls 0 Puts 1

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