Atlantic Private Wealth, LLC Incresed Positions in Q1 2025

Atlantic Private Wealth, LLC

  • $126 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
3.87K
+ 387.4%
$156.06 - $207.71 $605K - $805K
4.87K $761K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
16K
+ 38.49%
$22.11 - $22.43 $354K - $359K
57.6K $1.29M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
8.6K
+ 16.24%
$19.55 - $20.33 $168K - $175K
61.5K $1.25M
KJUL
Innovator U.S. Small Cap Power

Technology
7.45K
+ 135.0%
$27.83 - $30.18 $207K - $225K
13K $362K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.76K
+ 99.38%
$68.32 - $75.06 $121K - $132K
3.54K $264K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
25
+ 0.06%
$63.91 - $70.19 $1.6K - $1.75K
42K $2.83M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.17K
+ 3.33%
$22.77 - $22.94 $94.9K - $95.6K
129K $2.97M
VB
Vanguard Small Cap ETF

ETFs
507
+ 956.6%
$217.89 - $252.64 $110K - $128K
560 $124K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
206
+ 38.58%
$507.05 - $563.67 $104K - $116K
740 $380K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
11
+ 0.01%
$45.92 - $47.58 $505 - $523
84.2K $4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
120
+ 3000.0%
$468.34 - $539.52 $56.2K - $64.7K
124 $58K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
16
+ 0.05%
$36.46 - $39.46 $583 - $631
33.9K $1.29M
D
Dominion Energy, Inc

Utilities
500
+ 166.67%
$52.85 - $57.43 $26.4K - $28.7K
800 $44K
XLK
Technology Sector Spdr

ETFs
203
+ 25.09%
$206.38 - $242.18 $41.9K - $49.2K
1.01K $208K
INTC
Intel Corp

Technology
582
+ 23.19%
$19.1 - $27.39 $11.1K - $15.9K
3.09K $70K
AWK
American Water Works Company, Inc.

Utilities
4
+ 0.62%
$121.01 - $149.31 $484 - $597
648 $95K
PLTR
Palantir Technologies Inc.

Technology
71
+ 24.23%
$64.98 - $124.62 $4.61K - $8.85K
364 $30K
VT
Vanguard Total World Stk Index

ETFs
80
+ 6.45%
$115.08 - $123.97 $9.21K - $9.92K
1.32K $153K
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.71%
$92.12 - $108.98 $184 - $218
284 $30K
GD
General Dynamics Corp

Industrials
1
+ 0.3%
$241.94 - $272.58 $242 - $273
339 $92K
PEP
Pepsico Inc

Consumer Defensive
25
+ 9.09%
$142.64 - $156.42 $3.57K - $3.91K
300 $44K
TKR
Timken CO

Industrials
2
+ 0.38%
$69.85 - $83.79 $140 - $168
531 $38K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 1.22%
$85.29 - $92.57 $85.3 - $92.6
83 $7K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.75%
N/A
267 $48K
EOCT
Innovator Etfs Tr Emerging Mar
7.9K
+ 683.22%
N/A
9.05K $0
Digitalbridge Group
1
+ 0.1%
N/A
1K $0
Ea Series Trust (Alpha Architect 1 3 Month Box Etf)
900
+ 277.78%
N/A
1.22K $0
PBF
Pbf Energy Inc.

Energy
1
+ 0.89%
$18.97 - $31.31 $19 - $31.3
113 $2K
SPMD
Spdr Portfolio

ETFs
1
+ 1.12%
$50.21 - $57.73 $50.2 - $57.7
90 $4K
IOCT
Innovator Etfs Tr Intl Dev Pow
11.7K
+ 381.26%
N/A
14.8K $0
Innovator Etfs Trust (Innovator Intl Developed Power Buffer)
1.1K
+ 22.56%
N/A
5.98K $0
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.7%
$185.78 - $198.58 $186 - $199
144 $27K
UPS
United Parcel Service Inc

Industrials
1
+ 4.0%
$109.66 - $136.26 $110 - $136
26 $2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.37%
$64.88 - $72.1 $64.9 - $72.1
268 $17K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.72%
$313.1 - $349.83 $313 - $350
140 $44K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.34%
$408.78 - $448.82 $818 - $898
585 $245K
VKTX
Viking Therapeutics, Inc.

Healthcare
50
+ 11.11%
$24.15 - $42.89 $1.21K - $2.14K
500 $12K
HON
Honeywell International Inc

Industrials
2
+ 0.42%
$202.75 - $226.52 $406 - $453
473 $100K
CAT
Caterpillar Inc

Industrials
1
+ 0.47%
$326.75 - $407.63 $327 - $408
214 $70K
MSFT
Microsoft Corp

Technology
26
+ 5.38%
$375.39 - $447.2 $9.76K - $11.6K
509 $191K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.13%
$92.45 - $106.69 $185 - $213
1.6K $148K
AAPL
Apple Inc.

Technology
150
+ 7.18%
$209.68 - $247.1 $31.5K - $37.1K
2.24K $497K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2
+ 0.01%
$38.41 - $44.06 $76.8 - $88.1
15.4K $603K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.11%
$369.1 - $427.61 $738 - $855
1.86K $688K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1
+ 0.0%
$42.24 - $47.29 $42.2 - $47.3
67.7K $2.89M
Activity Summary
Buys All Purchases 78 New Holdings 32 Increased Positions 46 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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