Atlantic Private Wealth, LLC New Holdings in Q1 2025

Atlantic Private Wealth, LLC

  • $126 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
28.5K
New
$120.29 - $134.6 $3.43M - $3.84M
28.5K $3.48M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.8K
New
$63.77 - $71.36 $753K - $842K
11.8K $813K
BALT
Innovator Etfs Tr
12.9K
New
$31.31 - $31.89 $404K - $412K
12.9K $405K
IEMG
Ishares Inc

ETFs
5.9K
New
N/A
5.9K $316K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
869
New
$211.47 - $267.17 $184K - $232K
869 $183K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.91K
New
$87.68 - $94.52 $168K - $181K
1.91K $179K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
250
New
$442.66 - $534.52 $111K - $134K
250 $133K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
3.39K
New
$32.13 - $33.82 $109K - $115K
3.39K $109K
PNQI
Invesco Nasdaq Internet ETF

ETFs
2K
New
$43.72 - $51.15 $87.4K - $102K
2K $88K
PJUN
Innovator U.S. Equity Power Bu

ETFs
2K
New
$36.56 - $38.35 $73.1K - $76.7K
2K $74K
RWL
Invesco Exchange Traded Fd Tr

ETFs
528
New
$96.9 - $104.39 $51.2K - $55.1K
528 $52K
VO
Vanguard Mid Cap ETF

ETFs
155
New
$251.87 - $277.95 $39K - $43.1K
155 $40K
RPG
Invesco Exchange Traded Fd Tr

ETFs
888
New
$37.33 - $45.03 $33.1K - $40K
888 $33K
BAC
Bank Of America Corp

Financial Services
166
New
$39.61 - $47.74 $6.58K - $7.92K
166 $6K
TD
Toronto Dominion Bank

Financial Services
8
New
$53.12 - $61.15 $425 - $489
8 $0
Spire Global Inc Class
1.75K
New
N/A
1.75K $0
OPEN
Opendoor Technologies Inc.

Real Estate
13
New
$1.02 - $1.72 $13.3 - $22.4
13 $0
Oatly Group Ab Spon
8
New
N/A
8 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
30
New
$18.53 - $29.07 $556 - $872
30 $0
Labcorp Holdings Inc
156
New
N/A
156 $0
I Shares Trust Ibonds (1 5 Year Treasury Ladder Etf)
49.3K
New
N/A
49.3K $0
CRSP
Crispr Therapeutics Ag

Healthcare
15
New
$34.03 - $53.02 $510 - $795
15 $0
XOM
Exxon Mobil Corp

Energy
1
New
$105.44 - $118.93 $105 - $119
1 $0
Innovator Etfs Trust (Equity Def Pro 2)
22.7K
New
N/A
22.7K $0
I Shares Ibonds Dec 2034 Te Tr ETF
77.7K
New
N/A
77.7K $0
Innovator Etfs Trust (Equity Def Protn)
27.7K
New
N/A
27.7K $0
Innovator Etfs Trust (Equity Jan 20227)
62.2K
New
N/A
62.2K $0
Innovator Etfs Trust (Grwt100 Pwr Bf)
2.08K
New
N/A
2.08K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
2.65K
New
N/A
2.65K $0
Innovator Etfs Trust (Innovator Intl D)
20K
New
N/A
20K $0
Innovator Etfs Trust (Us Small Cap Pwr)
3.49K
New
N/A
3.49K $0
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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