Atlantic Family Wealth, LLC Incresed Positions in Q3 2025

Atlantic Family Wealth, LLC

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
344
+ 0.68%
$620.67 - $670.08 $214K - $231K
51.2K $34.3B
Pacer Fds Tr
61.9K
+ 140.98%
N/A
106K $3.84B
CDC
Victory Portfolios Ii Shs Inco

ETFs
9.08K
+ 2.42%
$64.0 - $66.91 $581K - $608K
384K $25.6B
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
8.65K
+ 2.37%
$66.84 - $69.82 $578K - $604K
373K $26B
Victory Portfolios Ii
29.6K
+ 49.82%
N/A
89.1K $3.34B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.16K
+ 3.48%
$108.97 - $121.65 $235K - $263K
64.2K $7.75B
VGT
Vanguard Information Technolog

ETFs
170
+ 2.58%
$656.44 - $753.15 $112K - $128K
6.75K $5.04B
NVDA
Nvidia Corp

Technology
655
+ 12.39%
$153.3 - $186.58 $100K - $122K
5.94K $1.11B
CVX
Chevron Corp

Energy
1.57K
+ 75.68%
$145.57 - $161.83 $228K - $254K
3.64K $565M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
428
+ 15.95%
$459.11 - $506.91 $196K - $217K
3.11K $1.56B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.94K
+ 27.8%
$97.75 - $100.75 $190K - $196K
8.92K $895M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.44K
+ 26.05%
$76.16 - $78.59 $186K - $192K
11.8K $924M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 66.46%
$139.82 - $155.45 $150K - $167K
2.7K $419M
GLD
Spdr Gold Trust

ETFs
265
+ 35.86%
$300.96 - $355.47 $79.8K - $94.2K
1K $357M
PEP
Pepsico Inc

Consumer Defensive
720
+ 45.89%
$133.81 - $152.16 $96.3K - $110K
2.29K $321M
JNJ
Johnson & Johnson

Healthcare
319
+ 19.97%
$155.17 - $185.42 $49.5K - $59.1K
1.92K $355M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.5K
+ 32.22%
$46.69 - $59.27 $69.9K - $88.7K
6.14K $326M
ABBV
Abb Vie Inc.

Healthcare
139
+ 8.69%
$184.85 - $231.54 $25.7K - $32.2K
1.74K $403M
AMCR
Amcor PLC

Consumer Cyclical
13.3K
+ 128.95%
$7.97 - $9.94 $106K - $133K
23.7K $194M
PLD
Prologis, Inc.

Real Estate
596
+ 29.19%
$104.08 - $115.35 $62K - $68.7K
2.64K $302M
USB
Us Bancorp \De\

Financial Services
945
+ 15.04%
$43.94 - $50.41 $41.5K - $47.6K
7.23K $349M
PFE
Pfizer Inc

Healthcare
1.13K
+ 10.41%
$23.29 - $25.88 $26.2K - $29.1K
11.9K $304M
AMGN
Amgen Inc

Healthcare
120
+ 12.88%
$271.18 - $309.22 $32.5K - $37.1K
1.05K $297M
AMZN
Amazon Com Inc

Consumer Cyclical
130
+ 3.94%
$211.65 - $238.24 $27.5K - $31K
3.43K $752M
VZ
Verizon Communications Inc

Communication Services
488
+ 6.17%
$40.84 - $45.06 $19.9K - $22K
8.4K $369M
MSFT
Microsoft Corp

Technology
20
+ 4.35%
$491.09 - $535.64 $9.82K - $10.7K
480 $249M
TTE
Total Energies Se

Energy
483
+ 8.19%
N/A
6.38K $381M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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