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
BFS
Saul Centers, Inc.

Real Estate
500
New
$36.49 - $41.96 $18.2K - $21K
500 $20K
MMM
3 M CO

Industrials
150
New
$99.69 - $139.42 $15K - $20.9K
150 $20K
TGI
Triumph Group Inc

Industrials
1.5K
New
$12.62 - $17.51 $18.9K - $26.3K
1.5K $19K
SBUX
Starbucks Corp

Consumer Cyclical
200
New
$72.51 - $98.6 $14.5K - $19.7K
200 $19K
CSX
Csx Corp

Industrials
500
New
$32.48 - $35.45 $16.2K - $17.7K
500 $17K
KHC
Kraft Heinz CO

Consumer Defensive
500
New
$31.86 - $36.13 $15.9K - $18.1K
500 $17K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
600
New
$28.84 - $41.15 $17.3K - $24.7K
600 $17K
D
Dominion Energy, Inc

Utilities
300
New
$48.01 - $58.53 $14.4K - $17.6K
300 $17K
VZ
Verizon Communications Inc

Communication Services
400
New
$38.89 - $45.0 $15.6K - $18K
400 $17K
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
CVS
Cvs Health Corp

Healthcare
200
New
$55.81 - $63.18 $11.2K - $12.6K
200 $12K
MRNA
Moderna, Inc.

Healthcare
136
New
$63.64 - $125.14 $8.66K - $17K
136 $9K
MDT
Medtronic PLC

Healthcare
100
New
$76.84 - $91.03 $7.68K - $9.1K
100 $9K
TLT
Ishares Barclays 20+ Year Trea

ETFs
81
New
$89.91 - $101.33 $7.28K - $8.21K
81 $7K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
26
New
$150.01 - $182.29 $3.9K - $4.74K
26 $4K
LQD
Ishares Iboxx $ Investment Gra

ETFs
34
New
$106.11 - $113.72 $3.61K - $3.87K
34 $3K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
46
New
$81.31 - $83.29 $3.74K - $3.83K
46 $3K
SGMO
Sangamo Therapeutics, Inc

Healthcare
2.5K
New
$0.32 - $1.1 $800 - $2.75K
2.5K $2K
PFF
Ishares Trust Ishares Pfd And

ETFs
35
New
$31.18 - $33.5 $1.09K - $1.17K
35 $1K
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
New
$434.77 - $502.96 $1.74K - $2.01K
4 $1K
Clene Inc
2.21K
New
N/A
2.21K $0
Ea Series Trust (Alpha Architect 1 3 Month Box Etf)
204
New
N/A
204 $0
Markforged Holding
21.5K
New
N/A
21.5K $0
Reddit Inc Cl A
100
New
N/A
100 $0
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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