Atlantic Edge Private Wealth Management, LLC ETFs

Atlantic Edge Private Wealth Management, LLC

$327 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWO Ishares Russell 2000 Gwt ETF	$0	$14.8 Million 0.0% of portfolio	58	Q2 2024 Added 100.0%
IWN Ishares Russell2000 Val ETF	$0	$14.8 Million 0.0% of portfolio	98	Q1 2025 Reduced 33.78%
VBR Vanguard Small Cap Value ETF	$0	$14.7 Million 0.0% of portfolio	79	Q2 2024 Added 9.72%
FNDF Schwab Fundamental Intl Large	$0	$12.9 Million 0.0% of portfolio	357	Q2 2024 Added 0.28%
DVY Ishares Tr	$0	$12.1 Million 0.0% of portfolio	90	Q4 2023 New
IMCV Ishares Morningstar Mid Cap Va	$0	$11.9 Million 0.0% of portfolio	160	Q1 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$11.7 Million 0.0% of portfolio	73	Q1 2024 Added 78.05%
VEU Vanguard Ftse All World Ex Us	$0	$10.6 Million 0.0% of portfolio	175	Q1 2025 Reduced 23.25%
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$10.4 Million 0.0% of portfolio	160	Q1 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$10.3 Million 0.0% of portfolio	393	Q4 2024 Added 200.0%
QUAL Ishares Msci Usa Quality Facto	$0	$10.1 Million 0.0% of portfolio	59	Q4 2023 New
IGM Ishares Expanded Tech Sector E	$0	$9.97 Million 0.0% of portfolio	110	Q3 2024 Reduced 47.62%
VYM Vanguard Whitehall Fds (Vangua	$0	$9.03 Million 0.0% of portfolio	70	Q4 2023 New
ACWI Ishares Msci Acwi ETF	$0	$8.73 Million 0.0% of portfolio	75	Q4 2023 New
USHY Ishares Tr Broad Usd High Yiel	$0	$8.36 Million 0.0% of portfolio	227	Q2 2024 Added 27.53%
SHY Ishares Barclays 1 3 Year Trea	$0	$7.94 Million 0.0% of portfolio	96	Q2 2024 Reduced 21.31%
ITA Ishares Tr	$0	$7.66 Million 0.0% of portfolio	50	Q2 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$7.58 Million 0.0% of portfolio	31	Q4 2023 New
XLI Industrial Sector Spdr	$0	$6.55 Million 0.0% of portfolio	50	Q4 2023 New
EQL Alps ETF Tr Equal Sector Weigh	$0	$6.55 Million 0.0% of portfolio	52	Q4 2023 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$6.47 Million 0.0% of portfolio	81	Q1 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$6.2 Million 0.0% of portfolio	125	Q3 2024 Reduced 61.54%
FDN First Tr Fd Dow Jones	$0	$5.55 Million 0.0% of portfolio	25	Q4 2023 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$5.51 Million 0.0% of portfolio	140	Q1 2025 New
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$5.46 Million 0.0% of portfolio	105	Q4 2023 New
VGIT Vanguard Intermediate Term Tre	$0	$5.29 Million 0.0% of portfolio	89	Q4 2024 Reduced 69.42%
IAT Ishares Tr	$0	$4.43 Million 0.0% of portfolio	95	Q4 2023 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$4.2 Million 0.0% of portfolio	10	Q4 2023 New
BSV Vanguard Bd Index Fd Inc Short	$0	$3.52 Million 0.0% of portfolio	45	Q3 2024 Added 2.27%
EMB Ishares Tr	$0	$2.81 Million 0.0% of portfolio	31	Q2 2024 Added 29.17%
SIL Global X Silver Miners ETF	$0	$2.76 Million 0.0% of portfolio	70	Q4 2023 New
EZM Wisdomtree U.S. Midcap Fund	$0	$2.68 Million 0.0% of portfolio	45	Q4 2023 New
SPIB Spdr Portfolio Intermediate Te	$0	$2.06 Million 0.0% of portfolio	62	Q2 2024 Reduced 67.54%
RIET ETF Ser Solutions Hoya Capital	$0	$2.01 Million 0.0% of portfolio	200	Q1 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$1.51 Million 0.0% of portfolio	6	Q2 2024 Added 500.0%
BLV Vanguard Bd Index Fd Inc Long	$0	$634,000 0.0% of portfolio	9	Q2 2024 Reduced 65.38%
FNDA Schwab Fundamental U S Small C	$0	$55,000 0.0% of portfolio	2	Q4 2024 Added 100.0%
SCHK Schwab Strategic Tr 1000 Index	$0	$1,000 0.0% of portfolio	0	Q1 2025 New
ITM Vaneck Intermediate Muni ETF	$0	$1,000 0.0% of portfolio	0	Q1 2025 New

Track This Portfolio

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.