Atlantic Edge Private Wealth Management, LLC Sells in Q1 2025

Atlantic Edge Private Wealth Management, LLC

  • $327 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
-50
- 33.78%
$149.27 - $169.4 $7.46K - $8.47K
98 $14.8M
NUE
Nucor Corp

Basic Materials
-100
- 13.3%
$114.48 - $142.52 $11.4K - $14.3K
652 $78.5M
SYF
Synchrony Financial

Financial Services
-100
- 50.0%
$51.9 - $70.63 $5.19K - $7.06K
100 $5.29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-174
- 22.25%
$24.91 - $29.02 $4.33K - $5.05K
608 $15.2M
OXY
Occidental Petroleum Corp

Energy
-125
- 35.71%
$45.45 - $52.7 $5.68K - $6.59K
225 $11.1M
PHM
Pultegroup Inc

Consumer Cyclical
-50
- 41.67%
$101.09 - $118.51 $5.05K - $5.93K
70 $7.2M
USB
Us Bancorp \De\

Financial Services
-50
- 7.69%
$40.92 - $50.9 $2.05K - $2.55K
600 $25.3M
VHT
Vanguard Health Care ETF

ETFs
-35
- 9.72%
$254.06 - $273.83 $8.89K - $9.58K
325 $86M
OKE
Oneok Inc

Energy
-50
- 33.33%
$89.57 - $109.85 $4.48K - $5.49K
100 $9.92M
AMAT
Applied Materials Inc

Technology
-15
- 9.62%
$145.06 - $195.51 $2.18K - $2.93K
141 $20.5M
PSA
Public Storage

Real Estate
-10
- 28.57%
$288.99 - $313.98 $2.89K - $3.14K
25 $7.48M
VEU
Vanguard Ftse All World Ex Us

ETFs
-53
- 23.25%
$56.51 - $62.98 $3K - $3.34K
175 $10.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-125
- 0.69%
$47.33 - $47.92 $5.92K - $5.99K
17.9K $853M
OHI
Omega Healthcare Investors Inc

Real Estate
-70
- 2.18%
$35.7 - $38.33 $2.5K - $2.68K
3.14K $119M
XLF
Financial Sector Spdr

ETFs
-50
- 3.97%
$47.32 - $52.19 $2.37K - $2.61K
1.21K $60.3M
XLP
Consumer Staples Sector Spdr

ETFs
-25
- 3.5%
N/A
690 $56.4M
PG
Procter & Gamble CO

Consumer Defensive
-22
- 1.01%
$158.56 - $176.26 $3.49K - $3.88K
2.16K $369M
IDU
Ishares Tr U S Utils ETF

ETFs
-50
- 3.28%
$95.33 - $102.77 $4.77K - $5.14K
1.48K $150M
NSC
Norfolk Southern Corp

Industrials
-10
- 0.39%
$227.69 - $259.76 $2.28K - $2.6K
2.53K $598M
SHW
Sherwin Williams CO

Basic Materials
-85
- 2.27%
$330.16 - $365.55 $28.1K - $31.1K
3.66K $1.28B
XOM
Exxon Mobil Corp

Energy
-100
- 5.43%
$105.44 - $118.93 $10.5K - $11.9K
1.74K $207M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.14K
- 0.95%
$77.7 - $78.94 $88.5K - $89.9K
118K $9.33B
EFV
Msci Eafe Value ETF

ETFs
-1.63K
- 7.79%
$51.88 - $60.73 $84.7K - $99.1K
19.3K $1.14B
SYK
Stryker Corp

Healthcare
-75
- 1.34%
$355.18 - $399.9 $26.6K - $30K
5.52K $2.06B
AMGN
Amgen Inc

Healthcare
-35
- 3.44%
$258.59 - $327.36 $9.05K - $11.5K
982 $306M
ABT
Abbott Laboratories

Healthcare
-50
- 1.78%
$111.1 - $140.22 $5.56K - $7.01K
2.76K $366M
LLY
Eli Lilly & CO

Healthcare
-5
- 0.42%
$725.72 - $929.72 $3.63K - $4.65K
1.18K $977M
ABBV
Abb Vie Inc.

Healthcare
-75
- 2.73%
$169.2 - $216.66 $12.7K - $16.2K
2.68K $561M
RTX
Raytheon Technologies Corp

Industrials
-40
- 0.77%
$114.1 - $135.66 $4.56K - $5.43K
5.15K $682M
PM
Philip Morris International Inc.

Consumer Defensive
-26
- 1.05%
$117.15 - $158.79 $3.05K - $4.13K
2.44K $387M
VEA
Vanguard Ftse Developed Market

ETFs
-2.32K
- 3.35%
$47.4 - $52.99 $110K - $123K
67K $3.4B
TRV
Travelers Companies, Inc.

Financial Services
-79
- 0.88%
$232.43 - $265.13 $18.4K - $20.9K
8.85K $2.34B
CVS
Cvs Health Corp

Healthcare
-124
- 1.38%
$44.22 - $68.64 $5.48K - $8.51K
8.84K $599M
IBM
International Business Machines Corp

Technology
-19
- 0.21%
$217.4 - $264.74 $4.13K - $5.03K
9.11K $2.26B
FISV
Fiserv Inc

Technology
-30
- 0.16%
N/A
19.1K $4.23B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-80
- 0.15%
$74.85 - $84.89 $5.99K - $6.79K
53K $4.33B
KLAC
Kla Corp

Technology
-30
- 0.4%
$636.62 - $777.63 $19.1K - $23.3K
7.39K $5.02B
MCK
Mckesson Corp

Healthcare
-105
- 1.92%
$566.21 - $672.99 $59.5K - $70.7K
5.37K $3.62B
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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