Atlantic Private Wealth, LLC Portfolio Holdings
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
Atlantic Private Wealth, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $122 Million distributed in 109 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 $44.1M, Vanguard Total Stock Market Et with a value of $12.9M, Vanguard Star Fd Vanguard Tota with a value of $6.54M, Ishares Tr Ibonds Dec 2025 Ter with a value of $5.57M, and Vanguard Extended Market ETF with a value of $5.2M.
Examining the 13F form we can see an increase of $2.56M in the current position value, from $119M to 122M.
Below you can find more details about Atlantic Private Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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