Atlantic Edge Private Wealth Management, LLC Purchases in Q3 2025

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EPR
Epr Properties

Real Estate
75
+ 8.11%
$52.58 - $61.21 $3.94K - $4.59K
1K $58M
Lazard Inc
75
New
N/A
75 $3.96M
GLDM
World Gold Trust

ETFs
50
New
$64.73 - $76.45 $3.24K - $3.82K
50 $3.82M
NIO
Nio Inc.

Consumer Cyclical
500
New
$3.41 - $7.62 $1.71K - $3.81K
500 $3.81M
Spinnaker ETF Series
75
New
N/A
75 $3.52M
UBER
Uber Technologies, Inc

Technology
35
New
$86.91 - $99.57 $3.04K - $3.48K
35 $3.43M
NTRS
Northern Trust Corp

Financial Services
25
New
$123.6 - $134.6 $3.09K - $3.37K
25 $3.37M
MDB
Mongo Db, Inc.

Technology
10
New
$201.0 - $334.87 $2.01K - $3.35K
10 $3.1M
D
Dominion Energy, Inc

Utilities
50
New
$56.32 - $62.1 $2.82K - $3.11K
50 $3.06M
IONQ
Ion Q, Inc.

Technology
25
+ 33.33%
$36.79 - $75.14 $920 - $1.88K
100 $6.15M
Sandisk Corp
25
New
N/A
25 $2.81M
AGNC
Agnc Investment Corp.

Real Estate
200
+ 20.0%
$9.2 - $10.37 $1.84K - $2.07K
1.2K $11.7M
LECO
Lincoln Electric Holdings Inc

Industrials
10
+ 200.0%
$210.22 - $247.76 $2.1K - $2.48K
15 $3.54M
DECK
Deckers Outdoor Corp

Consumer Cyclical
25
+ 12.5%
$95.32 - $123.91 $2.38K - $3.1K
225 $22.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
25
New
$68.94 - $86.3 $1.72K - $2.16K
25 $2.16M
SQ
Block, Inc.

Technology
25
+ 50.0%
N/A
75 $5.42M
WBD
Warner Bros. Discovery, Inc.

Communication Services
100
New
$10.78 - $19.82 $1.08K - $1.98K
100 $1.95M
Paramount Skydance Corp
100
New
N/A
100 $1.89M
PFE
Pfizer Inc

Healthcare
50
+ 10.16%
$23.29 - $25.88 $1.16K - $1.29K
542 $13.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.25%
$68.24 - $73.73 $68.2 - $73.7
395 $29M
Klarna Group PLC
50
New
N/A
50 $1.83M
JOBY
Joby Aviation, Inc.

Industrials
100
New
$9.81 - $20.39 $981 - $2.04K
100 $1.61M
VNAM
Global X Fds Msci Vietnam ETF
70
New
N/A
70 $1.59M
CCL
Carnival Corp

Consumer Cyclical
50
+ 50.0%
$28.37 - $32.49 $1.42K - $1.62K
150 $4.34M
O
Realty Income Corp

Real Estate
25
New
$56.13 - $60.79 $1.4K - $1.52K
25 $1.52M
Cava Group Inc
25
New
N/A
25 $1.51M
IZRL
Ark ETF Tr Israel Innovative T

ETFs
50
New
$26.14 - $29.18 $1.31K - $1.46K
50 $1.46M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
25
New
$46.93 - $58.5 $1.17K - $1.46K
25 $1.4M
CG
Carlyle Group Inc.

Financial Services
22
New
$52.82 - $69.35 $1.16K - $1.53K
22 $1.38M
UPST
Upstart Holdings, Inc.

Financial Services
25
New
$50.8 - $84.13 $1.27K - $2.1K
25 $1.27M
SAN
Banco Santander, S.A.

Financial Services
100
New
$8.27 - $10.48 $827 - $1.05K
100 $1.05M
COIN
Coinbase Global, Inc.

Technology
25
+ 4.35%
$297.99 - $419.78 $7.45K - $10.5K
600 $202M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
100
New
$8.06 - $10.13 $806 - $1.01K
100 $917K
PSTG
Pure Storage, Inc.

Technology
10
New
$54.47 - $88.29 $545 - $883
10 $839K
OPEN
Opendoor Technologies Inc.

Real Estate
100
New
$0.56 - $10.52 $56 - $1.05K
100 $797K
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 4.76%
$412.46 - $514.1 $2.06K - $2.57K
110 $53.9M
Ww Intl Inc
3
New
N/A
3 $83K
ITM
Vaneck Intermediate Muni ETF

ETFs
0
New
$45.2 - $46.71 $0 - $0
0 $1K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$29.8 - $32.29 $0 - $0
0 $1K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
139
+ 2.31%
$46.51 - $50.07 $6.46K - $6.96K
6.15K $288M
UPS
United Parcel Service Inc

Industrials
6
+ 1.63%
$82.58 - $105.54 $495 - $633
374 $31.2M
UL
Unilever PLC

Consumer Defensive
1
+ 0.03%
$58.43 - $65.01 $58.4 - $65
3.59K $213M
MAR
Marriott International Inc

Consumer Cyclical
35
+ 1.3%
$255.35 - $282.87 $8.94K - $9.9K
2.73K $711M
KO
Coca Cola CO

Consumer Defensive
2
+ 0.03%
$65.67 - $71.67 $131 - $143
7.98K $529M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
190
+ 1.75%
$185.65 - $214.38 $35.3K - $40.7K
11K $2.21B
DIS
Walt Disney CO

Communication Services
165
+ 1.65%
$112.25 - $124.0 $18.5K - $20.5K
10.1K $1.16B
NFLX
Netflix Inc

Communication Services
25
+ 1.69%
$1147.87 - $1297.18 $28.7K - $32.4K
1.51K $1.81B
DRI
Darden Restaurants Inc

Consumer Cyclical
45
+ 0.39%
$184.73 - $220.27 $8.31K - $9.91K
11.6K $2.22B
Activity Summary
Buys All Purchases 149 New Holdings 52 Increased Positions 97 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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