Atlantic Edge Private Wealth Management, LLC Sells in Q2 2025

Atlantic Edge Private Wealth Management, LLC

  • $365 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-55
- 16.87%
$166.82 - $194.23 $9.18K - $10.7K
271 $52.6M
UPS
United Parcel Service Inc

Industrials
-45
- 10.9%
$91.92 - $110.2 $4.14K - $4.96K
368 $37.1M
IWN
Ishares Russell2000 Val ETF

ETFs
-56
- 57.14%
$131.84 - $157.76 $7.38K - $8.83K
42 $6.63M
VB
Vanguard Small Cap ETF

ETFs
-43
- 26.54%
$193.73 - $237.37 $8.33K - $10.2K
119 $28.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-42
- 53.16%
$162.76 - $195.77 $6.84K - $8.22K
37 $7.22M
FDX
Fedex Corp

Industrials
-15
- 6.67%
$198.07 - $245.17 $2.97K - $3.68K
210 $47.7M
QCOM
Qualcomm Inc

Technology
-45
- 26.47%
$124.66 - $159.48 $5.61K - $7.18K
125 $19.9M
TRV
Travelers Companies, Inc.

Financial Services
-125
- 1.41%
$233.83 - $276.34 $29.2K - $34.5K
8.72K $2.33B
VTV
Vanguard Value ETF

ETFs
-46
- 7.04%
$153.67 - $176.74 $7.07K - $8.13K
607 $107M
GMRE
Global Medical Reit Inc.

Real Estate
-500
- 50.0%
$6.16 - $8.72 $3.08K - $4.36K
500 $3.47M
PFE
Pfizer Inc

Healthcare
-125
- 20.26%
$21.59 - $24.84 $2.7K - $3.11K
492 $11.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-19
- 32.76%
$224.16 - $285.86 $4.26K - $5.43K
39 $11.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-230
- 18.7%
$20.42 - $25.3 $4.7K - $5.82K
1K $25.3M
AMAT
Applied Materials Inc

Technology
-48
- 34.04%
$126.95 - $183.52 $6.09K - $8.81K
93 $17M
VOE
Vanguard Mid Cap Value Index F

ETFs
-12
- 16.44%
$141.87 - $164.49 $1.7K - $1.97K
61 $10M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
-200
- 50.0%
$5.76 - $7.37 $1.15K - $1.47K
200 $1.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-9
- 15.25%
$152.42 - $182.82 $1.37K - $1.65K
50 $9.14M
A
Agilent Technologies, Inc.

Healthcare
-7
- 12.73%
$99.29 - $120.52 $695 - $844
48 $5.67M
PHG
Koninklijke Philips Nv

Healthcare
-24
- 96.0%
$21.67 - $25.64 $520 - $615
1 $24K
KEYS
Keysight Technologies, Inc.

Technology
-7
- 11.86%
$127.02 - $165.4 $889 - $1.16K
52 $8.52M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2
- 4.44%
$77.74 - $78.78 $155 - $158
43 $3.39M
Veralto Corp
-74
- 3.2%
N/A
2.24K $226M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-97
- 8.99%
$108.12 - $135.04 $10.5K - $13.1K
982 $133M
FNDF
Schwab Fundamental Intl Large

ETFs
-1
- 0.28%
$32.25 - $40.02 $32.3 - $40
356 $14.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-26
- 1.01%
$83.54 - $100.04 $2.17K - $2.6K
2.54K $253M
VO
Vanguard Mid Cap ETF

ETFs
-5
- 2.25%
$228.54 - $279.83 $1.14K - $1.4K
217 $60.7M
HAS
Hasbro, Inc.

Consumer Cyclical
-125
- 11.95%
$50.71 - $73.82 $6.34K - $9.23K
921 $68M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-12
- 2.27%
$57.14 - $72.68 $686 - $872
516 $37.5M
SRE
Sempra Energy

Utilities
-50
- 1.69%
$63.78 - $78.91 $3.19K - $3.95K
2.91K $220M
Lam Research Corp
-50
- 6.25%
N/A
750 $73M
GOOG
Alphabet Inc.

Communication Services
-150
- 7.47%
$146.58 - $180.01 $22K - $27K
1.86K $330M
CARR
Carrier Global Corp

Industrials
-150
- 4.87%
$55.55 - $75.83 $8.33K - $11.4K
2.93K $215M
DRI
Darden Restaurants Inc

Consumer Cyclical
-469
- 3.89%
$186.58 - $225.78 $87.5K - $106K
11.6K $2.53B
MPC
Marathon Petroleum Corp

Energy
-230
- 7.84%
$118.55 - $170.08 $27.3K - $39.1K
2.71K $449M
NSC
Norfolk Southern Corp

Industrials
-100
- 3.96%
$206.34 - $257.46 $20.6K - $25.7K
2.43K $621M
DHI
Horton D R Inc

Consumer Cyclical
-19
- 0.12%
$115.1 - $129.63 $2.19K - $2.46K
15.6K $2.01B
STT
State Street Corp

Financial Services
-200
- 6.5%
$75.33 - $106.34 $15.1K - $21.3K
2.88K $306M
VIG
Vanguard Dividend Appreciation

ETFs
-250
- 3.19%
N/A
7.58K $1.55B
AMZN
Amazon Com Inc

Consumer Cyclical
-230
- 7.41%
$167.32 - $223.3 $38.5K - $51.4K
2.88K $631M
CMI
Cummins Inc

Industrials
-67
- 1.21%
$267.12 - $336.65 $17.9K - $22.6K
5.46K $1.79B
MAR
Marriott International Inc

Consumer Cyclical
-140
- 4.94%
$211.12 - $274.14 $29.6K - $38.4K
2.7K $736M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.3K
- 5.32%
$468.22 - $566.51 $609K - $736K
23.1K $13.1B
EFV
Msci Eafe Value ETF

ETFs
-95
- 0.49%
$52.4 - $64.65 $4.98K - $6.14K
19.2K $1.22B
SYK
Stryker Corp

Healthcare
-20
- 0.36%
$337.37 - $395.63 $6.75K - $7.91K
5.5K $2.18B
ETN
Eaton Corp PLC

Industrials
-85
- 4.21%
$246.52 - $356.99 $21K - $30.3K
1.94K $691M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.35K
- 4.43%
$72.96 - $90.39 $171K - $212K
50.7K $4.53B
Aptiv PLC
-415
- 1.58%
N/A
25.9K $1.77B
DIS
Walt Disney CO

Communication Services
-167
- 1.65%
$81.72 - $124.01 $13.6K - $20.7K
9.98K $1.24B
MCK
Mckesson Corp

Healthcare
-64
- 1.19%
$652.83 - $732.78 $41.8K - $46.9K
5.31K $3.89B
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
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