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
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
NIO
Nio Inc.

Consumer Cyclical
116
New
$3.8 - $5.79 $441 - $672
116 $483K
WU
Western Union CO

Financial Services
30
New
$12.0 - $13.75 $360 - $413
30 $367K
Boxlight Corp
326
New
N/A
326 $200K
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
SONO
Sonos Inc

Technology
10
New
$14.5 - $19.02 $145 - $190
10 $148K
FNDA
Schwab Fundamental U S Small C

ETFs
1
New
$52.82 - $57.21 $52.8 - $57.2
1 $55K
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
IBM
International Business Machines Corp

Technology
504
+ 6.23%
$164.43 - $190.9 $82.9K - $96.2K
8.6K $1.49B
NSC
Norfolk Southern Corp

Industrials
145
+ 6.41%
$209.9 - $253.39 $30.4K - $36.7K
2.41K $517M
PCAR
Paccar Inc

Industrials
60
+ 1.47%
$102.94 - $123.1 $6.18K - $7.39K
4.15K $427M
SYK
Stryker Corp

Healthcare
46
+ 0.85%
$324.3 - $354.67 $14.9K - $16.3K
5.48K $1.86B
CMI
Cummins Inc

Industrials
35
+ 0.66%
$266.48 - $302.86 $9.33K - $10.6K
5.37K $1.49B
VLO
Valero Energy Corp

Energy
5
+ 0.07%
$148.38 - $183.39 $742 - $917
7.27K $1.14B
CE
Celanese Corp

Basic Materials
187
+ 4.48%
$134.4 - $171.27 $25.1K - $32K
4.36K $588M
TMO
Thermo Fisher Scientific Inc.

Healthcare
15
+ 0.3%
$541.52 - $599.02 $8.12K - $8.99K
4.94K $2.73B
HST
Host Hotels & Resorts, Inc.

Real Estate
1.8K
+ 2.56%
$17.79 - $20.72 $31.9K - $37.2K
71.9K $1.29B
DIS
Walt Disney CO

Communication Services
335
+ 3.71%
$99.29 - $122.82 $33.3K - $41.1K
9.37K $930M
TRV
Travelers Companies, Inc.

Financial Services
53
+ 0.62%
$203.34 - $230.89 $10.8K - $12.2K
8.62K $1.75B
LKQ
Lkq Corp

Consumer Cyclical
1.52K
+ 5.77%
$40.29 - $53.18 $61.1K - $80.6K
27.8K $1.16B
LOW
Lowes Companies Inc

Consumer Cyclical
218
+ 2.32%
$214.27 - $249.28 $46.7K - $54.3K
9.62K $2.12B
DHI
Horton D R Inc

Consumer Cyclical
191
+ 1.24%
$139.4 - $161.88 $26.6K - $30.9K
15.6K $2.2B
TGT
Target Corp

Consumer Defensive
172
+ 1.23%
$141.16 - $177.82 $24.3K - $30.6K
14.1K $2.09B
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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