Atlantic Edge Private Wealth Management, LLC Incresed Positions in Q2 2024

Atlantic Edge Private Wealth Management, LLC

  • $299 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DTE
Dte Energy CO

Utilities
169
+ 2.77%
$103.2 - $117.18 $17.4K - $19.8K
6.28K $697M
FDX
Fedex Corp

Industrials
25
+ 7.96%
$245.11 - $299.84 $6.13K - $7.5K
339 $102M
FCX
Freeport Mcmoran Inc

Basic Materials
200
+ 94.34%
$47.26 - $54.86 $9.45K - $11K
412 $20M
MMM
3 M CO

Industrials
100
+ 142.86%
$90.54 - $105.26 $9.05K - $10.5K
170 $17.4M
ETN
Eaton Corp PLC

Industrials
25
+ 1.3%
$303.02 - $340.89 $7.58K - $8.52K
1.95K $610M
VO
Vanguard Mid Cap ETF

ETFs
42
+ 23.33%
$234.99 - $248.98 $9.87K - $10.5K
222 $53.7M
HAS
Hasbro, Inc.

Consumer Cyclical
110
+ 14.67%
$54.82 - $65.03 $6.03K - $7.15K
860 $50.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
29
+ 100.0%
$245.29 - $268.7 $7.11K - $7.79K
58 $15.2M
DUK
Duke Energy Corp

Utilities
50
+ 7.5%
$92.87 - $104.6 $4.64K - $5.23K
717 $71.9M
PANW
Palo Alto Networks Inc

Technology
15
+ 60.0%
$265.2 - $340.82 $3.98K - $5.11K
40 $13.6M
TFC
Truist Financial Corp

Financial Services
160
+ 7.96%
$35.41 - $40.18 $5.67K - $6.43K
2.17K $84.3M
BHP
Bhp Group LTD

Basic Materials
100
+ 100.0%
$55.0 - $61.63 $5.5K - $6.16K
200 $11.4M
IWN
Ishares Russell2000 Val ETF

ETFs
41
+ 38.32%
$146.03 - $158.93 $5.99K - $6.52K
148 $22.5M
PGR
Progressive Corp

Financial Services
25
+ 50.0%
$202.26 - $215.9 $5.06K - $5.4K
75 $15.6M
ABC
Amerisourcebergen Corp

Healthcare
25
+ 100.0%
N/A
50 $11.3M
F
Ford Motor CO

Consumer Cyclical
330
+ 38.82%
$11.56 - $13.65 $3.81K - $4.5K
1.18K $14.8M
KO
Coca Cola CO

Consumer Defensive
2
+ 0.16%
$58.06 - $64.15 $116 - $128
1.27K $81M
PNC
Pnc Financial Services Group, Inc.

Financial Services
40
+ 6.96%
$146.54 - $161.4 $5.86K - $6.46K
615 $95.6M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
49
+ 27.53%
$35.59 - $36.41 $1.74K - $1.78K
227 $8.24M
VBK
Vanguard Small Cap Growth ETF

ETFs
5
+ 500.0%
$237.63 - $258.31 $1.19K - $1.29K
6 $1.5M
SNY
Sanofi

Healthcare
25
+ 20.16%
$45.39 - $50.36 $1.13K - $1.26K
149 $7.23M
VGIT
Vanguard Intermediate Term Tre

ETFs
20
+ 7.38%
$57.14 - $58.53 $1.14K - $1.17K
291 $16.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.29%
$58.7 - $64.78 $58.7 - $64.8
350 $22.5M
AFL
Aflac Inc

Financial Services
1
+ 0.51%
$79.64 - $90.43 $79.6 - $90.4
198 $17.7M
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 9.72%
$177.65 - $191.11 $1.24K - $1.34K
79 $14.4M
EMB
Ishares Tr

ETFs
7
+ 29.17%
$86.66 - $89.88 $607 - $629
31 $2.74M
CTRE
Care Trust Reit, Inc.

Real Estate
6
+ 1.19%
$23.47 - $26.17 $141 - $157
512 $12.9M
PFE
Pfizer Inc

Healthcare
2
+ 0.41%
$25.26 - $29.6 $50.5 - $59.2
494 $13.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.85%
$57.86 - $62.21 $174 - $187
355 $21.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2
+ 4.76%
$75.81 - $76.76 $152 - $154
44 $3.38M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.44%
$56.22 - $60.47 $56.2 - $60.5
227 $13.3M
FNDX
Schwab Fundamental U S Large C

ETFs
1
+ 0.43%
$63.87 - $67.55 $63.9 - $67.6
233 $15.6M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.2%
$45.88 - $53.26 $45.9 - $53.3
505 $23.9M
FNDF
Schwab Fundamental Intl Large

ETFs
1
+ 0.28%
$34.19 - $36.51 $34.2 - $36.5
357 $12.5M
UGI
Ugi Corp

Utilities
40
+ 5.06%
$22.08 - $26.0 $883 - $1.04K
830 $19M
CNQ
Canadian Natural Resources LTD

Energy
80
+ 100.0%
$33.69 - $82.32 $2.7K - $6.59K
160 $5.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.16%
$45.24 - $49.04 $45.2 - $49
615 $29.2M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$36.45 - $38.58 $36.5 - $38.6
2.82K $107M
KEY
Keycorp

Financial Services
16
+ 1.21%
$13.36 - $15.57 $214 - $249
1.33K $18.9M
STT
State Street Corp

Financial Services
85
+ 2.74%
$70.91 - $78.01 $6.03K - $6.63K
3.19K $236M
CAT
Caterpillar Inc

Industrials
1
+ 0.59%
$321.47 - $379.3 $321 - $379
170 $56.5M
LYB
Lyondell Basell Industries N.V.

Basic Materials
65
+ 2.78%
$93.54 - $105.86 $6.08K - $6.88K
2.4K $230M
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.53%
$154.79 - $180.76 $2.32K - $2.71K
2.86K $491M
JNJ
Johnson & Johnson

Healthcare
20
+ 0.74%
$144.38 - $157.78 $2.89K - $3.16K
2.73K $398M
AMP
Ameriprise Financial Inc

Financial Services
57
+ 1.04%
$407.69 - $442.22 $23.2K - $25.2K
5.55K $2.37B
MET
Metlife Inc

Financial Services
285
+ 1.89%
$68.55 - $74.22 $19.5K - $21.2K
15.3K $1.08B
ACN
Accenture PLC

Technology
20
+ 1.81%
$281.76 - $339.17 $5.64K - $6.78K
1.12K $341M
STZ
Constellation Brands, Inc.

Consumer Defensive
61
+ 1.53%
$243.97 - $268.34 $14.9K - $16.4K
4.04K $1.04B
MRK
Merck & Co., Inc.

Healthcare
357
+ 2.91%
$123.8 - $132.96 $44.2K - $47.5K
12.6K $1.56B
Activity Summary
Buys All Purchases 145 New Holdings 30 Increased Positions 115 Sells All Sells 81 Reductions 79 Sold out 2 Options Calls 0 Puts 0
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