Atlantic Private Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Million distributed in 209 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 $40.8M, Vanguard Total Stock Market Et with a value of $12.6M, Ishares Tr Ibonds Dec 2025 Ter with a value of $7.55M, Vanguard Star Fd Vanguard Tota with a value of $5.98M, and Vanguard Extended Market ETF with a value of $4.66M.
Examining the 13F form we can see an decrease of $4.67M in the current position value, from $131M to 126M.
Below you can find more details about Atlantic Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$126 Million
ETFs: $111 Million
Technology: $2.27 Million
Healthcare: $1.09 Million
Communication Services: $837,000
Consumer Cyclical: $645,000
Financial Services: $568,000
Industrials: $548,000
Consumer Defensive: $425,000
Other: $564,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
