Atlantic Private Wealth, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $131 Million distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $45.6M, Vanguard Total Stock Market Et with a value of $13.5M, Vanguard Star Fd Vanguard Tota with a value of $7.03M, Ishares Tr Ibonds Dec 2025 Ter with a value of $6.03M, and Vanguard Extended Market ETF with a value of $5.62M.
Examining the 13F form we can see an increase of $9.05M in the current position value, from $122M to 131M.
Below you can find more details about Atlantic Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$131 Million
ETFs: $116 Million
Technology: $2.03 Million
Healthcare: $1.58 Million
Industrials: $602,000
Consumer Cyclical: $578,000
Financial Services: $466,000
Consumer Defensive: $288,000
Energy: $283,000
Other: $468,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
