Atlantic Edge Private Wealth Management, LLC Reduced Holdings in Q4 2024

Atlantic Edge Private Wealth Management, LLC

  • $323 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VAW
Vanguard Materials ETF

ETFs
-50
- 37.04%
$186.91 - $215.32 $9.35K - $10.8K
85 $16M
VGIT
Vanguard Intermediate Term Tre

ETFs
-202
- 69.42%
$57.78 - $60.4 $11.7K - $12.2K
89 $5.16M
SPGI
S&P Global Inc.

Financial Services
-22
- 68.75%
$480.36 - $529.17 $10.6K - $11.6K
10 $4.98M
FCX
Freeport Mcmoran Inc

Basic Materials
-162
- 39.32%
$38.08 - $50.82 $6.17K - $8.23K
250 $9.52M
MET
Metlife Inc

Financial Services
-10
- 0.06%
$78.15 - $88.25 $782 - $883
15.7K $1.29B
XLP
Consumer Staples Sector Spdr

ETFs
-77
- 9.72%
N/A
715 $56.2M
CDNS
Cadence Design Systems Inc

Technology
-40
- 37.38%
$249.1 - $324.54 $9.96K - $13K
67 $20.1M
CMRE
Costamare Inc.

Industrials
-500
- 62.5%
$12.39 - $15.71 $6.2K - $7.86K
300 $3.86M
RMD
Resmed Inc

Healthcare
-25
- 15.72%
$228.69 - $256.07 $5.72K - $6.4K
134 $30.6M
XLY
Select Sector Spdr Consumer Di

ETFs
-83
- 18.74%
$194.8 - $239.43 $16.2K - $19.9K
360 $80.8M
BHP
Bhp Group LTD

Basic Materials
-100
- 50.0%
$48.78 - $62.43 $4.88K - $6.24K
100 $4.88M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-200
- 25.25%
$26.63 - $30.23 $5.33K - $6.05K
592 $15.8M
WEC
Wec Energy Group, Inc.

Utilities
-70
- 60.87%
$92.94 - $101.82 $6.51K - $7.13K
45 $4.23M
OKE
Oneok Inc

Energy
-80
- 34.78%
$92.28 - $117.05 $7.38K - $9.36K
150 $15.1M
BP
Bp PLC

Energy
-150
- 23.08%
$28.16 - $33.14 $4.22K - $4.97K
500 $14.8M
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 6.37%
$873.59 - $994.69 $8.74K - $9.95K
147 $135M
KEY
Keycorp

Financial Services
-288
- 21.4%
$16.21 - $19.97 $4.67K - $5.75K
1.06K $18.1M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-50
- 66.67%
$73.63 - $87.56 $3.68K - $4.38K
25 $1.97M
TFC
Truist Financial Corp

Financial Services
-125
- 4.35%
$41.51 - $48.1 $5.19K - $6.01K
2.75K $119M
XLE
Energy Sector Spdr

ETFs
-23
- 3.93%
$83.32 - $97.27 $1.92K - $2.24K
562 $48.1M
SCHW
Schwab Charles Corp

Financial Services
-77
- 27.8%
$63.31 - $82.85 $4.87K - $6.38K
200 $14.8M
MGM
Mgm Resorts International

Consumer Cyclical
-50
- 66.67%
$33.44 - $41.99 $1.67K - $2.1K
25 $867K
LUV
Southwest Airlines CO

Industrials
-125
- 18.52%
$28.99 - $34.84 $3.62K - $4.36K
550 $18.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-25
- 4.07%
$178.39 - $215.0 $4.46K - $5.38K
590 $114M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 3.94%
$481.22 - $538.17 $2.41K - $2.69K
122 $62.4M
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 4.35%
$51.92 - $59.94 $5.19K - $5.99K
2.2K $124M
PCAR
Paccar Inc

Industrials
-100
- 2.35%
$97.92 - $118.41 $9.79K - $11.8K
4.15K $432M
SPY
Spdr S&P 500 ETF Trust

ETFs
-30
- 1.07%
$567.81 - $607.81 $17K - $18.2K
2.76K $1.62B
GS
Goldman Sachs Group Inc

Financial Services
-14
- 3.47%
$486.1 - $608.57 $6.81K - $8.52K
390 $223M
INCY
Incyte Corp

Healthcare
-5
- 0.02%
$65.08 - $83.38 $325 - $417
20.4K $1.41B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-45
- 0.42%
$180.39 - $205.43 $8.12K - $9.24K
10.8K $2.04B
AMZN
Amazon Com Inc

Consumer Cyclical
-94
- 2.94%
$180.88 - $232.93 $17K - $21.9K
3.1K $681M
PWR
Quanta Services, Inc.

Industrials
-108
- 1.26%
$296.05 - $346.6 $32K - $37.4K
8.48K $2.68B
CMI
Cummins Inc

Industrials
-20
- 0.36%
$324.93 - $383.42 $6.5K - $7.67K
5.48K $1.91B
MA
Mastercard Inc

Financial Services
-82
- 1.47%
$491.3 - $536.15 $40.3K - $44K
5.49K $2.89B
BAC
Bank Of America Corp

Financial Services
-349
- 0.89%
$39.22 - $47.77 $13.7K - $16.7K
38.7K $1.7B
Franklin Templeton Digital H
-1.2K
- 8.19%
N/A
13.5K $728M
DRI
Darden Restaurants Inc

Consumer Cyclical
-94
- 0.78%
$155.96 - $188.66 $14.7K - $17.7K
12K $2.24B
NFLX
Netflix Inc

Communication Services
-11
- 0.73%
$687.65 - $936.56 $7.56K - $10.3K
1.5K $1.34B
AMP
Ameriprise Financial Inc

Financial Services
-144
- 2.56%
$473.15 - $574.01 $68.1K - $82.7K
5.48K $2.92B
MCK
Mckesson Corp

Healthcare
-60
- 1.08%
$482.27 - $628.5 $28.9K - $37.7K
5.48K $3.12B
FISV
Fiserv Inc

Technology
-542
- 2.75%
N/A
19.2K $3.94B
GOOGL
Alphabet Inc.

Communication Services
-13
- 0.06%
$161.86 - $196.66 $2.1K - $2.56K
22.5K $4.25B
NVDA
Nvidia Corp

Technology
-5
- 0.01%
$117.0 - $148.88 $585 - $744
49.6K $6.66B
Activity Summary
Buys All Purchases 114 New Holdings 28 Increased Positions 86 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 1
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