Atlantic Private Wealth, LLC Purchases in Q3 2024

Atlantic Private Wealth, LLC

  • $131 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
100
New
$266.63 - $326.4 $26.7K - $32.6K
100 $32K
TFC
Truist Financial Corp

Financial Services
700
+ 4666.67%
$38.22 - $44.94 $26.8K - $31.5K
715 $30K
ROST
Ross Stores, Inc.

Consumer Cyclical
200
New
$136.06 - $155.24 $27.2K - $31K
200 $30K
CVX
Chevron Corp

Energy
200
New
$137.88 - $161.97 $27.6K - $32.4K
200 $29K
HON
Honeywell International Inc

Industrials
151
+ 47.48%
$196.73 - $220.21 $29.7K - $33.3K
469 $96K
VT
Vanguard Total World Stk Index

ETFs
182
+ 18.04%
$107.72 - $119.96 $19.6K - $21.8K
1.19K $142K
PFE
Pfizer Inc

Healthcare
1K
New
$27.7 - $31.39 $27.7K - $31.4K
1K $28K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
500
New
$49.7 - $56.11 $24.9K - $28.1K
500 $27K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
500
New
$50.02 - $54.5 $25K - $27.3K
500 $27K
DHR
Danaher Corp

Healthcare
100
New
$239.25 - $280.76 $23.9K - $28.1K
100 $27K
CRM
Salesforce, Inc.

Technology
100
New
$238.42 - $276.53 $23.8K - $27.7K
100 $27K
ILMN
Illumina, Inc.

Healthcare
200
New
$105.28 - $135.9 $21.1K - $27.2K
200 $26K
INTC
Intel Corp

Technology
1.13K
New
$18.9 - $34.87 $21.3K - $39.3K
1.13K $26K
ECL
Ecolab Inc.

Basic Materials
100
New
$228.86 - $255.76 $22.9K - $25.6K
100 $25K
VMC
Vulcan Materials CO

Basic Materials
100
New
$231.83 - $274.51 $23.2K - $27.5K
100 $25K
RTX
Raytheon Technologies Corp

Industrials
200
New
$99.55 - $123.34 $19.9K - $24.7K
200 $24K
GS
Goldman Sachs Group Inc

Financial Services
50
New
$459.02 - $510.25 $23K - $25.5K
50 $24K
DIS
Walt Disney CO

Communication Services
250
New
$85.6 - $98.61 $21.4K - $24.7K
250 $24K
UHAL
Amerco

Industrials
300
New
$59.88 - $77.88 $18K - $23.4K
300 $23K
ADI
Analog Devices Inc

Technology
100
New
$200.56 - $243.33 $20.1K - $24.3K
100 $23K
SYY
Sysco Corp

Consumer Defensive
300
New
$69.16 - $78.98 $20.7K - $23.7K
300 $23K
MMM
3 M CO

Industrials
150
New
$99.69 - $139.42 $15K - $20.9K
150 $20K
BFS
Saul Centers, Inc.

Real Estate
500
New
$36.49 - $41.96 $18.2K - $21K
500 $20K
TGI
Triumph Group Inc

Industrials
1.5K
New
$12.62 - $17.51 $18.9K - $26.3K
1.5K $19K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.35%
$386.81 - $423.12 $774 - $846
580 $245K
SBUX
Starbucks Corp

Consumer Cyclical
200
New
$72.51 - $98.6 $14.5K - $19.7K
200 $19K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
600
New
$28.84 - $41.15 $17.3K - $24.7K
600 $17K
CSX
Csx Corp

Industrials
500
New
$32.48 - $35.45 $16.2K - $17.7K
500 $17K
VZ
Verizon Communications Inc

Communication Services
400
New
$38.89 - $45.0 $15.6K - $18K
400 $17K
KHC
Kraft Heinz CO

Consumer Defensive
500
New
$31.86 - $36.13 $15.9K - $18.1K
500 $17K
D
Dominion Energy, Inc

Utilities
300
New
$48.01 - $58.53 $14.4K - $17.6K
300 $17K
MCHP
Microchip Technology Inc

Technology
200
New
$72.0 - $95.98 $14.4K - $19.2K
200 $16K
NEE
Nextera Energy Inc

Utilities
200
New
$69.9 - $84.97 $14K - $17K
200 $16K
TROW
Price T Rowe Group Inc

Financial Services
150
New
$101.71 - $120.75 $15.3K - $18.1K
150 $16K
BA
Boeing CO

Industrials
100
New
$152.04 - $190.6 $15.2K - $19.1K
100 $15K
ARVN
Arvinas, Inc.

Healthcare
577
New
$23.66 - $32.73 $13.7K - $18.9K
577 $14K
CAT
Caterpillar Inc

Industrials
1
+ 0.47%
$316.8 - $391.12 $317 - $391
212 $82K
CVS
Cvs Health Corp

Healthcare
200
New
$55.81 - $63.18 $11.2K - $12.6K
200 $12K
AWK
American Water Works Company, Inc.

Utilities
4
+ 0.63%
$127.76 - $149.9 $511 - $600
641 $93K
MDT
Medtronic PLC

Healthcare
100
New
$76.84 - $91.03 $7.68K - $9.1K
100 $9K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.11%
$84.77 - $97.13 $254 - $291
2.63K $251K
MRNA
Moderna, Inc.

Healthcare
136
New
$63.64 - $125.14 $8.66K - $17K
136 $9K
TLT
Ishares Barclays 20+ Year Trea

ETFs
81
New
$89.91 - $101.33 $7.28K - $8.21K
81 $7K
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.72%
$77.68 - $96.19 $155 - $192
279 $26K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
26
New
$150.01 - $182.29 $3.9K - $4.74K
26 $4K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
46
New
$81.31 - $83.29 $3.74K - $3.83K
46 $3K
LQD
Ishares Iboxx $ Investment Gra

ETFs
34
New
$106.11 - $113.72 $3.61K - $3.87K
34 $3K
SGMO
Sangamo Therapeutics, Inc

Healthcare
2.5K
New
$0.32 - $1.1 $800 - $2.75K
2.5K $2K
TKR
Timken CO

Industrials
1
+ 0.19%
$78.36 - $87.89 $78.4 - $87.9
526 $44K
Activity Summary
Buys All Purchases 108 New Holdings 78 Increased Positions 30 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 4 Puts 0
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