Atlantic Edge Private Wealth Management, LLC Incresed Positions in Q4 2024

Atlantic Edge Private Wealth Management, LLC

  • $323 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
48.3K
+ 7663.49%
$98.47 - $109.35 $4.75M - $5.28M
48.9K $4.82B
VEA
Vanguard Ftse Developed Market

ETFs
41.1K
+ 145.62%
$47.57 - $52.44 $1.95M - $2.15M
69.3K $3.31B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20K
+ 6.65%
$61.68 - $67.87 $1.23M - $1.35M
320K $20B
AAPL
Apple Inc.

Technology
418
+ 0.89%
$221.69 - $259.02 $92.7K - $108K
47.3K $11.9B
VUG
Vanguard Growth ETF

ETFs
1.9K
+ 77.92%
$378.79 - $428.11 $718K - $811K
4.33K $1.78B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.39K
+ 51.04%
$113.92 - $127.38 $842K - $941K
21.9K $2.52B
IVV
Ishares Core S&P 500 ETF

ETFs
1.02K
+ 6.82%
$570.51 - $610.59 $580K - $620K
15.9K $9.37B
CSX
Csx Corp

Industrials
19.6K
+ 505.32%
$31.58 - $36.88 $618K - $722K
23.5K $757M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.11K
+ 50.52%
$521.84 - $558.82 $579K - $620K
3.31K $1.78B
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 0.45%
$205.18 - $250.29 $16.4K - $20K
17.8K $4.28B
KO
Coca Cola CO

Consumer Defensive
6.7K
+ 525.18%
$61.74 - $71.71 $413K - $480K
7.97K $496M
CSCO
Cisco Systems, Inc.

Technology
1.45K
+ 3.17%
$52.45 - $60.02 $75.9K - $86.8K
47.1K $2.79B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.94K
+ 2967.5%
$46.48 - $51.32 $276K - $305K
6.14K $295M
DIS
Walt Disney CO

Communication Services
185
+ 1.84%
$92.39 - $117.6 $17.1K - $21.8K
10.2K $1.14B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.91K
+ 1.55%
$100.22 - $100.73 $192K - $193K
125K $12.6B
META
Meta Platforms, Inc.

Communication Services
36
+ 0.51%
$554.08 - $632.68 $19.9K - $22.8K
7.14K $4.18B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.24K
+ 502.25%
$40.82 - $45.39 $91.2K - $101K
2.68K $112M
AVGO
Broadcom Inc.

Technology
138
+ 20.0%
$159.67 - $250.0 $22K - $34.5K
828 $192M
TRV
Travelers Companies, Inc.

Financial Services
30
+ 0.34%
$225.97 - $266.66 $6.78K - $8K
8.93K $2.15B
GOOG
Alphabet Inc.

Communication Services
10
+ 0.45%
$163.08 - $198.16 $1.63K - $1.98K
2.21K $421M
V
Visa Inc.

Financial Services
60
+ 7.45%
$273.87 - $320.91 $16.4K - $19.3K
865 $274M
IWD
Ishares Russell 1000 Val ETF

ETFs
271
+ 492.73%
$183.23 - $199.79 $49.7K - $54.1K
326 $60.4M
VSLU
ETF Opportunities Tr Applied F
35
+ 0.05%
$35.67 - $37.88 $1.25K - $1.33K
68.6K $2.51B
VB
Vanguard Small Cap ETF

ETFs
171
+ 97.16%
$233.76 - $261.58 $40K - $44.7K
347 $83.3M
UPS
United Parcel Service Inc

Industrials
308
+ 308.0%
$122.65 - $138.35 $37.8K - $42.6K
408 $51.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
516
+ 4300.0%
$60.13 - $67.31 $31K - $34.7K
528 $32.1M
VTI
Vanguard Total Stock Market Et

ETFs
38
+ 1.38%
$280.04 - $302.45 $10.6K - $11.5K
2.8K $811M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
100
+ 100.0%
$173.13 - $258.09 $17.3K - $25.8K
200 $46.1M
ZTS
Zoetis Inc.

Healthcare
140
+ 482.76%
$162.24 - $194.42 $22.7K - $27.2K
169 $27.5M
BA
Boeing CO

Industrials
20
+ 3.11%
$138.14 - $180.72 $2.76K - $3.61K
664 $118M
MO
Altria Group, Inc.

Consumer Defensive
300
+ 38.31%
$49.06 - $57.74 $14.7K - $17.3K
1.08K $56.6M
IBM
International Business Machines Corp

Technology
126
+ 1.4%
$204.9 - $238.04 $25.8K - $30K
9.13K $2.01B
TJX
Tjx Companies Inc

Consumer Cyclical
106
+ 130.86%
$112.15 - $127.2 $11.9K - $13.5K
187 $22.6M
PANW
Palo Alto Networks Inc

Technology
106
+ 265.0%
$181.96 - $405.9 $19.3K - $43K
146 $26.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
151
+ 43.14%
$55.73 - $66.16 $8.42K - $9.99K
501 $30.2M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
71
+ 71.0%
$125.5 - $148.67 $8.91K - $10.6K
171 $22.6M
Ge Vernova Inc
18
+ 38.3%
N/A
65 $21.4M
BSX
Boston Scientific Corp

Healthcare
95
+ 63.33%
$83.62 - $91.5 $7.94K - $8.69K
245 $21.9M
PGR
Progressive Corp

Financial Services
41
+ 54.67%
$239.6 - $268.88 $9.82K - $11K
116 $27.8M
HST
Host Hotels & Resorts, Inc.

Real Estate
746
+ 1.02%
$17.24 - $19.07 $12.9K - $14.2K
74K $1.3B
GE
General Electric CO

Industrials
63
+ 38.65%
$159.95 - $194.23 $10.1K - $12.2K
226 $37.7M
ORCL
Oracle Corp

Technology
76
+ 4.85%
$165.41 - $192.43 $12.6K - $14.6K
1.64K $274M
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
+ 50.0%
$34.25 - $37.94 $3.43K - $3.79K
300 $10.9M
VOD
Vodafone Group Public LTD CO

Communication Services
500
+ 100.0%
$8.37 - $9.95 $4.19K - $4.98K
1K $8.49M
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 5.77%
$471.27 - $550.62 $1.41K - $1.65K
55 $28.7M
ABT
Abbott Laboratories

Healthcare
47
+ 1.7%
$111.93 - $119.39 $5.26K - $5.61K
2.81K $318M
KEYS
Keysight Technologies, Inc.

Technology
17
+ 40.48%
$149.01 - $172.53 $2.53K - $2.93K
59 $9.48M
GMRE
Global Medical Reit Inc.

Real Estate
400
+ 200.0%
$7.53 - $9.83 $3.01K - $3.93K
600 $4.63M
INTU
Intuit Inc

Technology
4
+ 44.44%
$602.01 - $706.25 $2.41K - $2.83K
13 $8.17M
Activity Summary
Buys All Purchases 114 New Holdings 28 Increased Positions 86 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 1
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