Atlantic Edge Private Wealth Management, LLC Purchases in Q2 2024

Atlantic Edge Private Wealth Management, LLC

  • $299 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
10
+ 20.0%
$868.07 - $1089.58 $8.68K - $10.9K
60 $63.9M
DELL
Dell Technologies Inc.

Technology
100
New
$114.87 - $179.21 $11.5K - $17.9K
100 $13.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
347
+ 11566.67%
$62.41 - $3427.61 $21.7K - $1.19M
350 $21.9M
AMAT
Applied Materials Inc

Technology
25
+ 12.14%
$189.46 - $247.83 $4.74K - $6.2K
231 $54.5M
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
Ge Vernova Inc
47
New
N/A
47 $8.06M
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
ITA
Ishares Tr

ETFs
50
New
$127.05 - $137.39 $6.35K - $6.87K
50 $6.6M
PANW
Palo Alto Networks Inc

Technology
15
+ 60.0%
$265.2 - $340.82 $3.98K - $5.11K
40 $13.6M
VGR
Vector Group LTD

Consumer Defensive
600
New
$9.37 - $11.15 $5.62K - $6.69K
600 $6.34M
UPS
United Parcel Service Inc

Industrials
50
+ 100.0%
$134.2 - $152.27 $6.71K - $7.61K
100 $13.7M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
150
New
$40.23 - $51.57 $6.03K - $7.74K
150 $6.11M
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
SCCO
Southern Copper Corp

Basic Materials
50
New
$105.26 - $129.26 $5.26K - $6.46K
50 $5.39M
PGR
Progressive Corp

Financial Services
25
+ 50.0%
$202.26 - $215.9 $5.06K - $5.4K
75 $15.6M
CSWC
Capital Southwest Corp

Financial Services
200
New
$24.39 - $27.2 $4.88K - $5.44K
200 $5.22M
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
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
400
New
$7.97 - $9.63 $3.19K - $3.85K
400 $3.21M
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
New
$28.38 - $32.36 $2.84K - $3.24K
100 $3.09M
PNC
Pnc Financial Services Group, Inc.

Financial Services
40
+ 6.96%
$146.54 - $161.4 $5.86K - $6.46K
615 $95.6M
VOD
Vodafone Group Public LTD CO

Communication Services
300
New
$8.19 - $9.83 $2.46K - $2.95K
300 $2.66M
RWT
Redwood Trust Inc

Real Estate
400
New
$5.49 - $6.68 $2.2K - $2.67K
400 $2.6M
CHRD
Oasis Petroleum Inc.

Energy
15
New
$162.42 - $187.42 $2.44K - $2.81K
15 $2.52M
BCS
Barclays PLC

Financial Services
200
New
$9.0 - $11.41 $1.8K - $2.28K
200 $2.14M
USXF
Ishares Esg Advanced Msci Usa

Technology
45
New
$41.56 - $47.79 $1.87K - $2.15K
45 $2.1M
GMRE
Global Medical Reit Inc.

Real Estate
200
New
$7.98 - $9.31 $1.6K - $1.86K
200 $1.82M
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
OGN
Organon & Co.

Healthcare
50
New
$17.45 - $21.96 $873 - $1.1K
50 $1.04M
Solventum Corp
17
New
N/A
17 $899K
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
UBER
Uber Technologies, Inc

Technology
10
New
$63.52 - $77.16 $635 - $772
10 $727K
NVAX
Novavax Inc

Healthcare
50
New
$3.89 - $20.97 $195 - $1.05K
50 $633K
PHG
Koninklijke Philips Nv

Healthcare
25
New
$19.83 - $27.98 $496 - $700
25 $630K
VBR
Vanguard Small Cap Value ETF

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