Atlantic Private Wealth, LLC Purchases in Q2 2025

Atlantic Private Wealth, LLC

  • $140 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
63.4K
New
$100.35 - $100.71 $6.37M - $6.39M
63.4K $6.39M
VTI
Vanguard Total Stock Market Et

ETFs
12.6K
+ 27.54%
$243.75 - $303.93 $3.08M - $3.84M
58.5K $17.8M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
93K
+ 161.38%
$22.3 - $22.57 $2.07M - $2.1M
151K $3.39M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
84.6K
+ 86.21%
$22.46 - $23.12 $1.9M - $1.95M
183K $4.21M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
65.5K
+ 50.6%
$22.81 - $22.97 $1.49M - $1.5M
195K $4.47M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.7K
+ 72.55%
$54.19 - $67.22 $1.01M - $1.25M
44.4K $2.98M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.17K
+ 4.33%
$55.54 - $69.09 $232K - $288K
100K $6.94M
VXF
Vanguard Extended Market ETF

ETFs
963
+ 3.56%
$150.43 - $192.71 $145K - $186K
28K $5.39M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.01%
$86.93 - $109.64 $348 - $439
42.7K $4.68M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1
+ 0.0%
$37.93 - $47.69 $37.9 - $47.7
67.7K $3.23M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
29
+ 0.09%
$34.17 - $42.88 $991 - $1.24K
33.9K $1.45M
PFEB
Innovator U.S. Equity Power Bu

ETFs
4.01K
New
$33.46 - $38.01 $134K - $152K
4.01K $152K
NVDA
Nvidia Corp

Technology
383
+ 38.11%
$94.31 - $157.99 $36.1K - $60.5K
1.39K $219K
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 3.76%
$221.86 - $362.89 $9.98K - $16.3K
1.24K $394K
AVGO
Broadcom Inc.

Technology
55
+ 13.75%
$146.29 - $275.65 $8.05K - $15.2K
455 $125K
IWM
Ishares Russell 2000 ETF

ETFs
169
+ 32.69%
$174.82 - $215.79 $29.5K - $36.5K
686 $148K
AMZN
Amazon Com Inc

Consumer Cyclical
145
+ 39.19%
$167.32 - $223.3 $24.3K - $32.4K
515 $112K
IWR
Ishares Russell Mid Cap ETF

ETFs
466
New
$74.88 - $91.97 $34.9K - $42.9K
466 $42K
DFAE
Dimensional ETF Tr

ETFs
1.41K
New
$22.87 - $28.95 $32.3K - $40.9K
1.41K $40K
IWF
Ishares Russell 1000 Gr ETF

ETFs
63
+ 31.19%
$320.42 - $424.58 $20.2K - $26.7K
265 $112K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
7
+ 0.05%
$34.28 - $41.6 $240 - $291
15.5K $641K
INTC
Intel Corp

Technology
1.63K
+ 52.72%
$18.13 - $22.69 $29.6K - $37K
4.72K $105K
XJR
Ishares Tresg Screened S&P Sma

ETFs
2
+ 0.01%
$32.75 - $39.55 $65.5 - $79.1
16.1K $636K
UNH
Unitedhealth Group Inc

Healthcare
100
New
$274.35 - $599.47 $27.4K - $59.9K
100 $31K
META
Meta Platforms, Inc.

Communication Services
42
New
$484.66 - $738.09 $20.4K - $31K
42 $30K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
121
New
$180.84 - $240.32 $21.9K - $29.1K
121 $29K
SPYG
Spdr Portfolio

ETFs
312
New
$71.83 - $95.32 $22.4K - $29.7K
312 $29K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.12%
$82.96 - $110.1 $166 - $220
1.6K $176K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
503
New
$45.11 - $52.34 $22.7K - $26.3K
503 $26K
VT
Vanguard Total World Stk Index

ETFs
68
+ 5.15%
$103.16 - $128.52 $7.01K - $8.74K
1.39K $178K
PLTR
Palantir Technologies Inc.

Technology
28
+ 7.69%
$74.01 - $144.25 $2.07K - $4.04K
392 $53K
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 21.0%
$210.28 - $289.91 $8.83K - $12.2K
242 $70K
IEFA
Ishares Tr

ETFs
226
New
$67.83 - $84.09 $15.3K - $19K
226 $18K
NFLX
Netflix Inc

Communication Services
13
New
$855.86 - $1339.13 $11.1K - $17.4K
13 $17K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
250
New
$54.28 - $67.95 $13.6K - $17K
250 $16K
IBM
International Business Machines Corp

Technology
9
+ 3.6%
$221.03 - $294.78 $1.99K - $2.65K
259 $76K
IWD
Ishares Russell 1000 Val ETF

ETFs
63
+ 20.93%
$166.82 - $194.23 $10.5K - $12.2K
364 $70K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.34%
$376.48 - $440.65 $753 - $881
587 $258K
V
Visa Inc.

Financial Services
32
+ 12.8%
$308.27 - $373.31 $9.86K - $11.9K
282 $100K
CAT
Caterpillar Inc

Industrials
1
+ 0.47%
$273.94 - $388.21 $274 - $388
215 $83K
DE
Deere & CO

Industrials
16
+ 16.0%
$412.99 - $531.48 $6.61K - $8.5K
116 $58K
WMT
Walmart Inc.

Consumer Defensive
45
+ 6.71%
$81.79 - $99.98 $3.68K - $4.5K
716 $70K
CSCO
Cisco Systems, Inc.

Technology
116
New
$53.19 - $69.38 $6.17K - $8.05K
116 $8K
BAC
Bank Of America Corp

Financial Services
101
+ 60.84%
$34.39 - $47.46 $3.47K - $4.79K
267 $12K
COF
Capital One Financial Corp

Financial Services
31
New
$150.57 - $212.76 $4.67K - $6.6K
31 $6K
BK
Bank Of New York Mellon Corp

Financial Services
70
New
$73.31 - $91.62 $5.13K - $6.41K
70 $6K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
18
+ 0.02%
$46.41 - $47.7 $835 - $859
84.2K $4.01M
BCS
Barclays PLC

Financial Services
203
New
$12.69 - $18.61 $2.58K - $3.78K
203 $3K
T
At&T Inc.

Communication Services
138
New
$26.33 - $28.94 $3.63K - $3.99K
138 $3K
Activity Summary
Buys All Purchases 93 New Holdings 44 Increased Positions 49 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 3 Puts 1
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