Atlantic Family Wealth, LLC New Holdings in Q4 2024

Atlantic Family Wealth, LLC

  • $84.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
48.4K
New
$570.51 - $610.59 $27.6M - $29.5M
48.4K $28.5B
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
348K
New
$64.34 - $70.57 $22.4M - $24.6M
348K $22.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
62.1K
New
$94.43 - $105.47 $5.86M - $6.54M
62.1K $6.3B
VGT
Vanguard Information Technolog

ETFs
6.72K
New
$571.78 - $647.97 $3.84M - $4.36M
6.72K $4.18B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
60.6K
New
$56.06 - $61.35 $3.4M - $3.72M
60.6K $3.42B
CDC
Victory Portfolios Ii Shs Inco

ETFs
39.8K
New
$61.65 - $67.55 $2.45M - $2.69M
39.8K $2.49B
AAPL
Apple Inc.

Technology
7.76K
New
$221.69 - $259.02 $1.72M - $2.01M
7.76K $1.94B
Victory Portfolios Ii
45.1K
New
N/A
45.1K $1.54B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.41K
New
$442.29 - $483.08 $1.06M - $1.16M
2.41K $1.09B
VBK
Vanguard Small Cap Growth ETF

ETFs
3.35K
New
$264.18 - $304.19 $886K - $1.02M
3.35K $939M
NVDA
Nvidia Corp

Technology
4.99K
New
$117.0 - $148.88 $584K - $743K
4.99K $670M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.02K
New
$567.81 - $607.81 $580K - $621K
1.02K $599M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
10.7K
New
$53.86 - $60.27 $578K - $647K
10.7K $579M
DGRO
Ishares Core Dividend Growth E

ETFs
8.54K
New
$60.73 - $64.94 $519K - $555K
8.54K $524M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.89K
New
$74.5 - $78.37 $513K - $540K
6.89K $515M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.05K
New
$96.64 - $101.23 $488K - $511K
5.05K $489M
Neos ETF Trust
17.7K
New
N/A
17.7K $462M
VIG
Vanguard Dividend Appreciation

ETFs
2.13K
New
N/A
2.13K $417M
GOOGL
Alphabet Inc.

Communication Services
220
New
$161.86 - $196.66 $35.6K - $43.3K
220 $410M
GILD
Gilead Sciences, Inc.

Healthcare
4.01K
New
$83.95 - $97.9 $337K - $393K
4.01K $370M
VZ
Verizon Communications Inc

Communication Services
9.03K
New
$39.6 - $45.21 $357K - $408K
9.03K $361M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.59K
New
$99.2 - $108.47 $356K - $390K
3.59K $358M
ENB
Enbridge Inc

Energy
7.61K
New
$40.4 - $43.92 $307K - $334K
7.61K $323M
BMY
Bristol Myers Squibb CO

Healthcare
5.67K
New
$51.92 - $59.94 $294K - $340K
5.67K $321M
USB
Us Bancorp \De\

Financial Services
6.06K
New
$43.98 - $53.66 $266K - $325K
6.06K $290M
Pacer Fds Tr
8.98K
New
N/A
8.98K $288M
CVX
Chevron Corp

Energy
1.98K
New
$141.15 - $162.53 $279K - $321K
1.98K $286M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.87K
New
$97.11 - $104.1 $279K - $299K
2.87K $281M
TTE
Total Energies Se

Energy
5.09K
New
N/A
5.09K $277M
XEL
Xcel Energy Inc

Utilities
4.06K
New
$62.16 - $72.92 $252K - $296K
4.06K $274M
SNY
Sanofi

Healthcare
5.43K
New
$45.89 - $57.31 $249K - $311K
5.43K $262M
TRP
Tc Energy Corp

Energy
5.41K
New
$44.03 - $50.23 $238K - $271K
5.41K $251M
PM
Philip Morris International Inc.

Consumer Defensive
2.07K
New
$118.38 - $133.06 $245K - $276K
2.07K $249M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.27K
New
$178.39 - $215.0 $227K - $273K
1.27K $245M
NGG
National Grid PLC

Utilities
3.96K
New
$57.68 - $70.03 $228K - $277K
3.96K $235M
PEP
Pepsico Inc

Consumer Defensive
1.52K
New
$151.29 - $176.1 $230K - $268K
1.52K $232M
JNJ
Johnson & Johnson

Healthcare
1.54K
New
$143.34 - $165.86 $220K - $255K
1.54K $222M
TFC
Truist Financial Corp

Financial Services
5.11K
New
$41.51 - $48.1 $212K - $246K
5.11K $222M
DUK
Duke Energy Corp

Utilities
1.89K
New
$105.76 - $120.76 $200K - $228K
1.89K $204M
HBAN
Huntington Bancshares Inc

Financial Services
12.5K
New
$14.18 - $18.2 $177K - $228K
12.5K $204M
PLD
Prologis, Inc.

Real Estate
1.9K
New
$101.4 - $126.96 $193K - $242K
1.9K $201M
COTY
Coty Inc.

Consumer Defensive
19.9K
New
$6.92 - $9.36 $137K - $186K
19.9K $138M
Activity Summary
Buys All Purchases 43 New Holdings 43 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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