Atlantic Edge Private Wealth Management, LLC Incresed Positions in Q3 2025

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
69.1K
+ 22.45%
$50.53 - $50.82 $3.49M - $3.51M
377K $19.1B
MSFT
Microsoft Corp

Technology
4.24K
+ 31.89%
$491.09 - $535.64 $2.08M - $2.27M
17.5K $9.08B
GOOGL
Alphabet Inc.

Communication Services
1.47K
+ 6.4%
$174.36 - $254.72 $256K - $374K
24.4K $5.93B
NVDA
Nvidia Corp

Technology
235
+ 0.49%
$153.3 - $186.58 $36K - $43.8K
48.3K $9.02B
IVV
Ishares Core S&P 500 ETF

ETFs
405
+ 1.82%
$620.67 - $670.08 $251K - $271K
22.7K $15.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.57K
+ 1.27%
$62.09 - $66.51 $221K - $237K
283K $18.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 0.49%
$224.68 - $282.71 $22.5K - $28.3K
20.5K $5.71B
Aptiv PLC
5.63K
+ 21.7%
N/A
31.6K $2.72B
IVW
Ishares S&P 500 Growth ETF

ETFs
695
+ 1.01%
$108.97 - $121.65 $75.7K - $84.5K
69.7K $8.41B
LOW
Lowes Companies Inc

Consumer Cyclical
1.89K
+ 18.98%
$215.01 - $273.02 $405K - $515K
11.8K $2.97B
CMI
Cummins Inc

Industrials
96
+ 1.76%
$327.85 - $426.39 $31.5K - $40.9K
5.56K $2.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
720
+ 29.8%
$567.77 - $614.76 $409K - $443K
3.14K $1.92B
AMD
Advanced Micro Devices Inc

Technology
530
+ 2.56%
$134.8 - $184.42 $71.4K - $97.7K
21.2K $3.44B
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.08%
$282.78 - $316.06 $4.24K - $4.74K
17.9K $5.64B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
391
+ 0.43%
$49.43 - $54.52 $19.3K - $21.3K
91.3K $4.95B
TMO
Thermo Fisher Scientific Inc.

Healthcare
70
+ 1.41%
$404.94 - $499.99 $28.3K - $35K
5.03K $2.44B
PWR
Quanta Services, Inc.

Industrials
80
+ 0.94%
$372.29 - $421.68 $29.8K - $33.7K
8.62K $3.57B
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1.06K
+ 0.52%
$47.07 - $50.11 $50.1K - $53.3K
204K $10.2B
VSLU
ETF Opportunities Tr Applied F
700
+ 0.91%
$39.14 - $42.99 $27.4K - $30.1K
77.7K $3.32B
VLO
Valero Energy Corp

Energy
85
+ 1.14%
$131.77 - $175.63 $11.2K - $14.9K
7.57K $1.29B
INCY
Incyte Corp

Healthcare
125
+ 0.87%
$67.27 - $86.96 $8.41K - $10.9K
14.6K $1.23B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.99K
+ 2.59%
$28.95 - $29.73 $144K - $148K
197K $5.86B
CBRE
Cbre Group, Inc.

Real Estate
145
+ 1.3%
$137.04 - $165.9 $19.9K - $24.1K
11.3K $1.78B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.63K
+ 263.96%
$108.46 - $120.63 $176K - $196K
2.24K $266M
BAC
Bank Of America Corp

Financial Services
186
+ 0.47%
$44.92 - $52.42 $8.36K - $9.75K
39.9K $2.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.39%
$617.65 - $666.84 $6.79K - $7.34K
2.81K $1.87B
LMT
Lockheed Martin Corp

Industrials
277
+ 325.88%
$410.74 - $499.21 $114K - $138K
362 $181M
GOOG
Alphabet Inc.

Communication Services
55
+ 2.96%
$175.16 - $255.24 $9.63K - $14K
1.91K $466M
INGR
Ingredion Inc

Consumer Defensive
2.12K
+ 20.73%
$121.01 - $138.21 $256K - $292K
12.3K $1.5B
TRV
Travelers Companies, Inc.

Financial Services
60
+ 0.69%
$250.62 - $279.43 $15K - $16.8K
8.78K $2.45B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
743
+ 0.43%
$100.16 - $100.7 $74.4K - $74.8K
174K $17.5B
VTI
Vanguard Total Stock Market Et

ETFs
61
+ 2.03%
$303.93 - $329.86 $18.5K - $20.1K
3.06K $1B
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.01%
N/A
7.58K $1.64B
PLTR
Palantir Technologies Inc.

Technology
260
+ 51.49%
$130.68 - $186.97 $34K - $48.6K
765 $140M
CVS
Cvs Health Corp

Healthcare
51
+ 0.57%
$58.75 - $76.5 $3K - $3.9K
8.93K $674M
MRK
Merck & Co., Inc.

Healthcare
37
+ 0.31%
$77.6 - $87.37 $2.87K - $3.23K
11.9K $1B
MP
Mp Materials Corp.

Basic Materials
526
+ 75.14%
$30.03 - $77.13 $15.8K - $40.6K
1.23K $82.2M
AVGO
Broadcom Inc.

Technology
40
+ 4.83%
$264.74 - $369.57 $10.6K - $14.8K
868 $286M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 2.97%
$696.56 - $806.32 $10.4K - $12.1K
520 $414M
AEM
Agnico Eagle Mines LTD

Basic Materials
50
+ 5.55%
$116.14 - $168.56 $5.81K - $8.43K
951 $160M
VZ
Verizon Communications Inc

Communication Services
693
+ 2.65%
$40.84 - $45.06 $28.3K - $31.2K
26.9K $1.18B
ASML
Asml Holding Nv

Technology
45
+ 375.0%
$689.63 - $968.09 $31K - $43.6K
57 $55.2M
COP
Conocophillips

Energy
6
+ 0.07%
$91.0 - $98.99 $546 - $594
8.3K $785M
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 2.56%
$214.92 - $244.84 $6.45K - $7.35K
1.2K $290M
Lam Research Corp
50
+ 6.67%
N/A
800 $107M
RGTI
Rigetti Computing, Inc.

Technology
100
+ 5.97%
$11.33 - $32.1 $1.13K - $3.21K
1.78K $52.9M
MET
Metlife Inc

Financial Services
1
+ 0.01%
$73.82 - $82.37 $73.8 - $82.4
15.7K $1.3B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
75
+ 7.32%
$50.79 - $76.4 $3.81K - $5.73K
1.1K $84M
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 8.98%
$293.94 - $444.72 $4.41K - $6.67K
182 $80.9M
Activity Summary
Buys All Purchases 149 New Holdings 52 Increased Positions 97 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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