Atlantic Family Wealth, LLC Portfolio Holdings

Atlantic Family Wealth, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $84.6 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.5B, Victory Portf Ii Shs Us Lrg Ca with a value of $22.8B, Ishares S&P 500 Growth ETF with a value of $6.3B, Vanguard Information Technolog with a value of $4.18B, and Pacer Fds Tr Us Cash Cows 100 with a value of $3.42B.

Examining the 13F form we can see an increase of $84.6B in the current position value.

Atlantic Family Wealth, LLC is based out at Coral Gables, FL

Below you can find more details about Atlantic Family Wealth, LLC portfolio as well as his latest detailed transactions.