Atlantic Edge Private Wealth Management, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $323 Billion distributed in 485 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $20B, Ishares Tr with a value of $17.6B, Spdr S&P Midcap 400 ETF Trust with a value of $14B, Ishares Inc Msci Emerging Mkts with a value of $13.1B, and Pimco ETF Tr Enhanced Sht Matu with a value of $12.6B.
Examining the 13F form we can see an decrease of $5.39B in the current position value, from $329B to 323B.
Atlantic Edge Private Wealth Management, LLC is based out at Jacksonville, FL
Below you can find more details about Atlantic Edge Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$323 Billion
ETFs: $179 Billion
Technology: $49.3 Billion
Financial Services: $17.8 Billion
Industrials: $17.3 Billion
Healthcare: $17.3 Billion
Communication Services: $12.4 Billion
Consumer Cyclical: $10.8 Billion
Consumer Defensive: $5.73 Billion
Other: $8.28 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
