Atlantic Edge Private Wealth Management, LLC Incresed Positions in Q3 2024

Atlantic Edge Private Wealth Management, LLC

  • $329 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SRE
Sempra Energy

Utilities
500
+ 19.16%
$74.97 - $84.04 $37.5K - $42K
3.11K $260M
IVW
Ishares S&P 500 Growth ETF

ETFs
102
+ 0.67%
$84.77 - $97.13 $8.65K - $9.91K
15.4K $1.47B
XLK
Technology Sector Spdr

ETFs
253
+ 15.81%
$197.34 - $237.68 $49.9K - $60.1K
1.85K $418M
UNH
Unitedhealth Group Inc

Healthcare
52
+ 16.67%
$488.01 - $604.18 $25.4K - $31.4K
364 $213M
JNJ
Johnson & Johnson

Healthcare
45
+ 1.65%
$145.48 - $167.38 $6.55K - $7.53K
2.77K $449M
NEE
Nextera Energy Inc

Utilities
174
+ 6.98%
$69.9 - $84.97 $12.2K - $14.8K
2.67K $225M
ORCL
Oracle Corp

Technology
10
+ 0.64%
$125.9 - $170.35 $1.26K - $1.7K
1.57K $267M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
425
+ 63.91%
$91.37 - $101.65 $38.8K - $43.2K
1.09K $111M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
83
+ 2.77%
$127.29 - $141.5 $10.6K - $11.7K
3.08K $429M
IJK
Ishares S&P Midcap 400 Growth

ETFs
113
+ 1.33%
$84.81 - $93.54 $9.58K - $10.6K
8.62K $793M
AMGN
Amgen Inc

Healthcare
104
+ 10.97%
$309.38 - $337.38 $32.2K - $35.1K
1.05K $339M
TFC
Truist Financial Corp

Financial Services
700
+ 32.24%
$38.22 - $44.94 $26.8K - $31.5K
2.87K $123M
IJS
Ishares S&P Smallcap 600 Value

ETFs
110
+ 4.48%
$95.81 - $109.03 $10.5K - $12K
2.57K $276M
DIS
Walt Disney CO

Communication Services
681
+ 7.27%
$85.6 - $98.61 $58.3K - $67.2K
10K $966M
IWM
Ishares Russell 2000 ETF

ETFs
39
+ 2.56%
$200.87 - $224.6 $7.83K - $8.76K
1.56K $345M
AFL
Aflac Inc

Financial Services
272
+ 137.37%
$88.52 - $111.8 $24.1K - $30.4K
470 $52.6M
PG
Procter & Gamble CO

Consumer Defensive
97
+ 4.53%
$160.76 - $177.82 $15.6K - $17.2K
2.24K $387M
NVS
Novartis Ag

Healthcare
75
+ 3.02%
$106.13 - $120.89 $7.96K - $9.07K
2.56K $294M
UGI
Ugi Corp

Utilities
1K
+ 120.48%
$22.23 - $25.05 $22.2K - $25.1K
1.83K $45.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
25
+ 1.51%
$1024.09 - $1201.76 $25.6K - $30K
1.68K $1.77B
STZ
Constellation Brands, Inc.

Consumer Defensive
95
+ 2.35%
$236.42 - $259.82 $22.5K - $24.7K
4.13K $1.06B
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 16.3%
$801.83 - $917.05 $17.6K - $20.2K
157 $139M
XLY
Select Sector Spdr Consumer Di

ETFs
83
+ 23.06%
$170.05 - $200.86 $14.1K - $16.7K
443 $88.8M
MCD
Mcdonalds Corp

Consumer Cyclical
54
+ 41.54%
$245.82 - $304.51 $13.3K - $16.4K
184 $56M
ROP
Roper Technologies Inc

Industrials
100
+ 2.18%
$515.25 - $576.55 $51.5K - $57.7K
4.69K $2.61B
PRU
Prudential Financial Inc

Financial Services
100
+ 3.83%
$105.53 - $127.32 $10.6K - $12.7K
2.71K $329M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 2.45%
$405.19 - $478.57 $3.24K - $3.83K
335 $154M
GD
General Dynamics Corp

Industrials
63
+ 57.27%
$279.51 - $308.09 $17.6K - $19.4K
173 $52.3M
PSX
Phillips 66

Energy
159
+ 265.0%
$125.0 - $147.17 $19.9K - $23.4K
219 $28.8M
PEP
Pepsico Inc

Consumer Defensive
104
+ 118.18%
$161.9 - $179.3 $16.8K - $18.6K
192 $32.7M
BAC
Bank Of America Corp

Financial Services
532
+ 1.38%
$36.65 - $44.13 $19.5K - $23.5K
39K $1.55B
CL
Colgate Palmolive CO

Consumer Defensive
141
+ 35.25%
$95.54 - $108.77 $13.5K - $15.3K
541 $56.2M
BLK
Black Rock Inc.

Financial Services
16
+ 145.45%
$782.27 - $949.51 $12.5K - $15.2K
27 $25.6M
AVGO
Broadcom Inc.

Technology
626
+ 978.13%
$136.27 - $1745.86 $85.3K - $1.09M
690 $119M
GE
General Electric CO

Industrials
70
+ 75.27%
$156.66 - $189.66 $11K - $13.3K
163 $30.7M
VB
Vanguard Small Cap ETF

ETFs
52
+ 41.94%
$214.77 - $237.72 $11.2K - $12.4K
176 $41.8M
XLP
Consumer Staples Sector Spdr

ETFs
77
+ 10.77%
$76.04 - $76.04 $5.86K - $5.86K
792 $65.7M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.24%
$62.69 - $73.01 $188 - $219
1.28K $91.6M
XLF
Financial Sector Spdr

ETFs
122
+ 10.71%
$40.84 - $45.74 $4.98K - $5.58K
1.26K $57.1M
CE
Celanese Corp

Basic Materials
40
+ 0.92%
$119.16 - $147.51 $4.77K - $5.9K
4.4K $598M
XLE
Energy Sector Spdr

ETFs
130
+ 28.57%
$84.35 - $93.39 $11K - $12.1K
585 $51.4M
XOM
Exxon Mobil Corp

Energy
34
+ 1.88%
$109.72 - $119.0 $3.73K - $4.05K
1.84K $216M
MPW
Medical Properties Trust Inc

Real Estate
400
+ 20.0%
$4.03 - $6.38 $1.61K - $2.55K
2.4K $14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 6.72%
$434.77 - $502.96 $3.48K - $4.02K
127 $62M
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
+ 100.0%
$31.07 - $39.36 $3.11K - $3.94K
200 $7.32M
KEY
Keycorp

Financial Services
13
+ 0.98%
$13.95 - $17.34 $181 - $225
1.35K $22.5M
VOD
Vodafone Group Public LTD CO

Communication Services
200
+ 66.67%
$8.8 - $10.35 $1.76K - $2.07K
500 $5.01M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 6.67%
$460.0 - $505.78 $2.3K - $2.53K
80 $37.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.56%
$58.03 - $65.37 $116 - $131
357 $23.1M
Activity Summary
Buys All Purchases 148 New Holdings 33 Increased Positions 115 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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