Atlantic Edge Private Wealth Management, LLC Reduced Holdings in Q2 2025

Atlantic Edge Private Wealth Management, LLC

  • $365 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-191K
- 49.84%
$27.29 - $29.28 $5.21M - $5.59M
192K $5.63B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-26.2K
- 45.87%
$152.93 - $181.74 $4.01M - $4.76M
30.9K $5.62B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-67.5K
- 19.43%
$51.16 - $62.02 $3.45M - $4.19M
280K $17.4B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-15.3K
- 33.64%
$82.17 - $99.96 $1.25M - $1.52M
30.1K $2.96B
FISV
Fiserv Inc

Technology
-715
- 3.74%
N/A
18.4K $3.18B
TGT
Target Corp

Consumer Defensive
-8.2K
- 57.96%
$88.76 - $105.77 $728K - $867K
5.95K $586M
AAPL
Apple Inc.

Technology
-142
- 0.3%
$172.42 - $223.89 $24.5K - $31.8K
47K $9.64B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-85
- 1.68%
$390.26 - $489.06 $33.2K - $41.6K
4.96K $2.01B
CBRE
Cbre Group, Inc.

Real Estate
-4.46K
- 28.57%
$113.94 - $140.12 $508K - $624K
11.1K $1.56B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-304
- 17.85%
$483.07 - $625.6 $147K - $190K
1.4K $734M
CVX
Chevron Corp

Energy
-625
- 7.08%
$133.73 - $168.51 $83.6K - $105K
8.2K $1.17B
ADBE
Adobe Inc.

Technology
-765
- 14.6%
$340.0 - $420.68 $260K - $322K
4.48K $1.73B
MRK
Merck & Co., Inc.

Healthcare
-970
- 7.54%
$73.47 - $87.12 $71.3K - $84.5K
11.9K $942M
INCY
Incyte Corp

Healthcare
-5.27K
- 26.75%
$55.17 - $71.22 $291K - $375K
14.4K $983M
HPQ
Hp Inc

Technology
-805
- 1.37%
$21.88 - $29.32 $17.6K - $23.6K
57.8K $1.41B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.01K
- 76.55%
$90.56 - $109.49 $182K - $220K
616 $67.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3K
- 2.54%
$77.94 - $79.5 $234K - $239K
115K $9.16B
LKQ
Lkq Corp

Consumer Cyclical
-454
- 1.64%
$36.86 - $43.38 $16.7K - $19.7K
27.3K $1.01B
LOW
Lowes Companies Inc

Consumer Cyclical
-200
- 1.97%
$210.83 - $235.28 $42.2K - $47.1K
9.93K $2.2B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.65K
- 14.79%
$47.02 - $47.83 $125K - $127K
15.3K $730M
DHR
Danaher Corp

Healthcare
-165
- 1.67%
$174.64 - $205.16 $28.8K - $33.9K
9.72K $1.92B
UNP
Union Pacific Corp

Industrials
-235
- 3.51%
$208.27 - $238.46 $48.9K - $56K
6.45K $1.48B
ABBV
Abb Vie Inc.

Healthcare
-159
- 5.94%
$170.16 - $206.27 $27.1K - $32.8K
2.52K $467M
UNH
Unitedhealth Group Inc

Healthcare
-73
- 23.93%
$274.35 - $599.47 $20K - $43.8K
232 $72.4M
ACN
Accenture PLC

Technology
-208
- 17.73%
$279.23 - $323.21 $58.1K - $67.2K
965 $288M
VZ
Verizon Communications Inc

Communication Services
-268
- 1.01%
$41.67 - $45.62 $11.2K - $12.2K
26.2K $1.13B
MA
Mastercard Inc

Financial Services
-256
- 4.56%
$479.92 - $590.74 $123K - $151K
5.36K $3.01B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-645
- 31.85%
$53.23 - $70.65 $34.3K - $45.6K
1.38K $79.8M
LLY
Eli Lilly & CO

Healthcare
-5
- 0.42%
$713.71 - $898.95 $3.57K - $4.49K
1.18K $918M
IWM
Ishares Russell 2000 ETF

ETFs
-350
- 23.03%
$174.82 - $215.79 $61.2K - $75.5K
1.17K $252M
BMY
Bristol Myers Squibb CO

Healthcare
-350
- 15.91%
$44.12 - $59.6 $15.4K - $20.9K
1.85K $85.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-800
- 17.56%
$74.88 - $91.97 $59.9K - $73.6K
3.76K $346M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.18K
- 1.26%
$29.0 - $30.68 $34.2K - $36.2K
92.3K $2.83B
JNJ
Johnson & Johnson

Healthcare
-20
- 0.8%
$146.36 - $159.82 $2.93K - $3.2K
2.47K $377M
ABT
Abbott Laboratories

Healthcare
-325
- 11.79%
$123.95 - $138.08 $40.3K - $44.9K
2.43K $331M
HD
Home Depot, Inc.

Consumer Cyclical
-89
- 5.42%
$335.24 - $380.78 $29.8K - $33.9K
1.55K $569M
XOM
Exxon Mobil Corp

Energy
-100
- 5.74%
$99.93 - $119.04 $9.99K - $11.9K
1.64K $177M
PCAR
Paccar Inc

Industrials
-210
- 5.06%
$86.4 - $99.09 $18.1K - $20.8K
3.94K $375M
SPG
Simon Property Group Inc

Real Estate
-150
- 28.57%
$140.37 - $171.44 $21.1K - $25.7K
375 $60.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-131
- 2.13%
$45.07 - $52.57 $5.9K - $6.89K
6.01K $294M
NVS
Novartis Ag

Healthcare
-400
- 15.66%
$101.96 - $121.01 $40.8K - $48.4K
2.16K $261M
TFC
Truist Financial Corp

Financial Services
-575
- 20.38%
$34.79 - $42.99 $20K - $24.7K
2.25K $96.6M
PRU
Prudential Financial Inc

Financial Services
-65
- 2.54%
$95.12 - $112.71 $6.18K - $7.33K
2.5K $268M
KEY
Keycorp

Financial Services
-1.07K
- 96.93%
$13.23 - $17.42 $14.2K - $18.7K
34 $593K
IYH
Ishares Tr

ETFs
-50
- 2.06%
$53.97 - $60.17 $2.7K - $3.01K
2.38K $134M
TJX
Tjx Companies Inc

Consumer Cyclical
-106
- 35.69%
$119.13 - $135.03 $12.6K - $14.3K
191 $23.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-86
- 3.29%
$79.79 - $91.42 $6.86K - $7.86K
2.53K $225M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-99
- 10.77%
$96.84 - $99.46 $9.59K - $9.85K
820 $81.3M
BDX
Becton Dickinson & CO

Healthcare
-25
- 27.78%
$165.15 - $226.42 $4.13K - $5.66K
65 $11.2M
Activity Summary
Buys All Purchases 90 New Holdings 34 Increased Positions 56 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email