Atlantic Private Wealth, LLC New Holdings in Q3 2024

Atlantic Private Wealth, LLC

  • $131 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
3.23K
New
$147.09 - $265.15 $475K - $856K
3.23K $575K
EW
Edwards Lifesciences Corp

Healthcare
5.91K
New
$59.7 - $93.78 $353K - $554K
5.91K $390K
IJUL
Innovator Etfs Tr

ETFs
6.47K
New
$27.47 - $29.55 $178K - $191K
6.47K $190K
KJUL
Innovator U.S. Small Cap Power

Technology
5.52K
New
$27.38 - $29.23 $151K - $161K
5.52K $160K
EPD
Enterprise Products Partners L.P.

Energy
4.5K
New
$27.88 - $30.0 $125K - $135K
4.5K $130K
BX
Blackstone Inc.

Financial Services
750
New
$120.77 - $159.66 $90.6K - $120K
750 $114K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
4K
New
$19.36 - $29.54 $77.4K - $118K
4K $77K
OKE
Oneok Inc

Energy
850
New
$78.62 - $95.27 $66.8K - $81K
850 $77K
AVGO
Broadcom Inc.

Technology
425
New
$136.27 - $1745.86 $57.9K - $742K
425 $73K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
2.89K
New
$23.84 - $25.78 $68.8K - $74.4K
2.89K $73K
COST
Costco Wholesale Corp

Consumer Defensive
75
New
$801.83 - $917.05 $60.1K - $68.8K
75 $66K
UBER
Uber Technologies, Inc

Technology
800
New
$58.48 - $77.47 $46.8K - $62K
800 $60K
LMT
Lockheed Martin Corp

Industrials
100
New
$460.3 - $584.56 $46K - $58.5K
100 $58K
IBM
International Business Machines Corp

Technology
250
New
$175.1 - $223.38 $43.8K - $55.8K
250 $55K
AMAT
Applied Materials Inc

Technology
275
New
$174.88 - $254.97 $48.1K - $70.1K
275 $55K
DPZ
Dominos Pizza Inc

Consumer Cyclical
125
New
$402.52 - $505.35 $50.3K - $63.2K
125 $53K
RY
Royal Bank Of Canada

Financial Services
410
New
$105.65 - $124.73 $43.3K - $51.1K
410 $51K
TJX
Tjx Companies Inc

Consumer Cyclical
400
New
$107.93 - $120.23 $43.2K - $48.1K
400 $47K
MPLX
Mplx LP

Energy
1K
New
$40.44 - $45.07 $40.4K - $45.1K
1K $44K
ACGL
Arch Capital Group Ltd.

Financial Services
400
New
$94.47 - $114.25 $37.8K - $45.7K
400 $44K
JPM
Jpmorgan Chase & CO

Financial Services
200
New
$194.9 - $224.8 $39K - $45K
200 $42K
DE
Deere & CO

Industrials
100
New
$344.84 - $418.0 $34.5K - $41.8K
100 $41K
HD
Home Depot, Inc.

Consumer Cyclical
100
New
$333.64 - $405.2 $33.4K - $40.5K
100 $40K
STZ
Constellation Brands, Inc.

Consumer Defensive
150
New
$236.42 - $259.82 $35.5K - $39K
150 $38K
HBAN
Huntington Bancshares Inc

Financial Services
2.5K
New
$12.84 - $15.15 $32.1K - $37.9K
2.5K $36K
CB
Chubb LTD

Financial Services
125
New
$252.51 - $292.2 $31.6K - $36.5K
125 $36K
PEP
Pepsico Inc

Consumer Defensive
200
New
$161.9 - $179.3 $32.4K - $35.9K
200 $34K
PANW
Palo Alto Networks Inc

Technology
100
New
$294.18 - $368.01 $29.4K - $36.8K
100 $34K
ABT
Abbott Laboratories

Healthcare
300
New
$100.07 - $118.13 $30K - $35.4K
300 $34K
GOOGL
Alphabet Inc.

Communication Services
200
New
$148.65 - $191.18 $29.7K - $38.2K
200 $33K
CMI
Cummins Inc

Industrials
100
New
$266.63 - $326.4 $26.7K - $32.6K
100 $32K
MKC
Mccormick & CO Inc

Consumer Defensive
400
New
$69.44 - $84.76 $27.8K - $33.9K
400 $32K
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
PFE
Pfizer Inc

Healthcare
1K
New
$27.7 - $31.39 $27.7K - $31.4K
1K $28K
DHR
Danaher Corp

Healthcare
100
New
$239.25 - $280.76 $23.9K - $28.1K
100 $27K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
500
New
$50.02 - $54.5 $25K - $27.3K
500 $27K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
500
New
$49.7 - $56.11 $24.9K - $28.1K
500 $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
DIS
Walt Disney CO

Communication Services
250
New
$85.6 - $98.61 $21.4K - $24.7K
250 $24K
GS
Goldman Sachs Group Inc

Financial Services
50
New
$459.02 - $510.25 $23K - $25.5K
50 $24K
SYY
Sysco Corp

Consumer Defensive
300
New
$69.16 - $78.98 $20.7K - $23.7K
300 $23K
ADI
Analog Devices Inc

Technology
100
New
$200.56 - $243.33 $20.1K - $24.3K
100 $23K
UHAL
Amerco

Industrials
300
New
$59.88 - $77.88 $18K - $23.4K
300 $23K
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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