Atlantic Edge Private Wealth Management, LLC Incresed Positions in Q1 2025

Atlantic Edge Private Wealth Management, LLC

  • $327 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
119K
+ 690.24%
N/A
136K $7.34B
IEFA
Ishares Tr

ETFs
24.6K
+ 9.84%
$69.57 - $78.65 $1.71M - $1.93M
274K $20.8B
ORCL
Oracle Corp

Technology
18.1K
+ 1099.09%
$139.81 - $186.47 $2.52M - $3.37M
19.7K $2.75B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.7K
+ 13.28%
$100.32 - $100.76 $1.67M - $1.68M
142K $14.3B
PFF
Ishares Trust Ishares Pfd And

ETFs
22K
+ 30.85%
$30.73 - $32.26 $677K - $711K
93.5K $2.87B
STZ
Constellation Brands, Inc.

Consumer Defensive
3.9K
+ 94.12%
$161.05 - $222.93 $629K - $870K
8.05K $1.48B
ROP
Roper Technologies Inc

Industrials
95
+ 2.02%
$502.71 - $593.81 $47.8K - $56.4K
4.8K $2.83B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.95K
+ 2.67%
$28.55 - $29.09 $284K - $289K
383K $11.1B
UITB
Usaa ETF Tr Core Intermediate

ETFs
2.14K
+ 0.85%
$45.41 - $47.18 $97.1K - $101K
255K $11.9B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.38K
+ 30.97%
$30.38 - $34.94 $255K - $293K
35.5K $1.21B
DRI
Darden Restaurants Inc

Consumer Cyclical
80
+ 0.67%
$180.02 - $208.56 $14.4K - $16.7K
12.1K $2.51B
CVX
Chevron Corp

Energy
120
+ 1.38%
$146.71 - $167.97 $17.6K - $20.2K
8.83K $1.48B
VZ
Verizon Communications Inc

Communication Services
1.35K
+ 5.37%
$37.81 - $46.49 $51K - $62.7K
26.5K $1.2B
MA
Mastercard Inc

Financial Services
125
+ 2.28%
$504.67 - $576.31 $63.1K - $72K
5.61K $3.08B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.92K
+ 21.54%
$90.0 - $96.32 $172K - $184K
10.8K $997M
LKQ
Lkq Corp

Consumer Cyclical
265
+ 0.97%
$36.24 - $44.05 $9.6K - $11.7K
27.7K $1.18B
CSCO
Cisco Systems, Inc.

Technology
211
+ 0.45%
$58.74 - $64.87 $12.4K - $13.7K
47.3K $2.92B
JPM
Jpmorgan Chase & CO

Financial Services
101
+ 0.57%
$225.19 - $279.95 $22.7K - $28.3K
17.9K $4.4B
Aptiv PLC
2.37K
+ 9.86%
N/A
26.3K $1.57B
UNP
Union Pacific Corp

Industrials
100
+ 1.52%
$225.21 - $254.42 $22.5K - $25.4K
6.69K $1.58B
VLO
Valero Energy Corp

Energy
11
+ 0.15%
$121.76 - $142.99 $1.34K - $1.57K
7.35K $970M
DHR
Danaher Corp

Healthcare
1.35K
+ 15.81%
$201.62 - $250.59 $272K - $338K
9.88K $2.03B
COP
Conocophillips

Energy
56
+ 0.68%
$88.6 - $105.85 $4.96K - $5.93K
8.26K $867M
V
Visa Inc.

Financial Services
49
+ 5.66%
$306.92 - $362.71 $15K - $17.8K
914 $320M
AZO
Autozone Inc

Consumer Cyclical
6
+ 18.75%
$3193.96 - $3828.11 $19.2K - $23K
38 $145M
DE
Deere & CO

Industrials
10
+ 1.21%
$408.57 - $509.27 $4.09K - $5.09K
836 $392M
INTU
Intuit Inc

Technology
68
+ 523.08%
$555.63 - $630.23 $37.8K - $42.9K
81 $49.7M
GLD
Spdr Gold Trust

ETFs
25
+ 3.55%
$243.19 - $288.14 $6.08K - $7.2K
730 $210M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
45
+ 56.25%
$402.49 - $513.76 $18.1K - $23.1K
125 $60.6M
RDVY
First Trust Rising Dividend Ac

ETFs
466
+ 224.04%
$57.22 - $63.39 $26.7K - $29.5K
674 $39.5M
EPR
Epr Properties

Real Estate
400
+ 88.89%
$43.98 - $53.81 $17.6K - $21.5K
850 $44.7M
NOC
Northrop Grumman Corp

Industrials
40
+ 43.01%
$433.45 - $513.82 $17.3K - $20.6K
133 $68.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4
+ 0.07%
$48.65 - $53.06 $195 - $212
6.14K $319M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 10.2%
$890.62 - $1076.86 $13.4K - $16.2K
162 $153M
UNH
Unitedhealth Group Inc

Healthcare
25
+ 8.93%
$461.52 - $548.18 $11.5K - $13.7K
305 $160M
MO
Altria Group, Inc.

Consumer Defensive
150
+ 13.85%
$50.81 - $60.02 $7.62K - $9K
1.23K $74M
DUK
Duke Energy Corp

Utilities
50
+ 6.97%
$105.87 - $121.97 $5.29K - $6.1K
767 $93.6M
HAS
Hasbro, Inc.

Consumer Cyclical
186
+ 21.63%
$56.16 - $69.06 $10.4K - $12.8K
1.05K $64.3M
Lam Research Corp
200
+ 33.33%
N/A
800 $58.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
40
+ 114.29%
$308.86 - $455.36 $12.4K - $18.2K
75 $26.4M
TJX
Tjx Companies Inc

Consumer Cyclical
110
+ 58.82%
$112.81 - $126.16 $12.4K - $13.9K
297 $36.2M
PLTR
Palantir Technologies Inc.

Technology
125
+ 45.45%
$64.98 - $124.62 $8.12K - $15.6K
400 $33.8M
CDW
Cdw Corp

Technology
78
+ 410.53%
$160.26 - $206.13 $12.5K - $16.1K
97 $15.5M
Linde PLC
20
+ 41.67%
N/A
68 $31.7M
QCOM
Qualcomm Inc

Technology
70
+ 70.0%
$151.94 - $175.86 $10.6K - $12.3K
170 $26.1M
UL
Unilever PLC

Consumer Defensive
1
+ 0.03%
$54.72 - $60.29 $54.7 - $60.3
3.59K $214M
SU
Suncor Energy Inc

Energy
210
+ 105.0%
$34.27 - $40.63 $7.2K - $8.53K
410 $15.9M
TDG
Trans Digm Group Inc

Industrials
5
+ 83.33%
$1251.32 - $1394.11 $6.26K - $6.97K
11 $15.2M
CAG
Conagra Brands Inc.

Consumer Defensive
280
+ 528.3%
$23.9 - $27.67 $6.69K - $7.75K
333 $8.88M
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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