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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48.5K
+ 39.4%
$40.83 - $44.89 $1.98M - $2.18M
172K $7.51B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
23.6K
+ 11.73%
$55.18 - $59.2 $1.3M - $1.4M
225K $13.3B
IEFA
Ishares Tr

ETFs
27.1K
+ 12.67%
$70.77 - $76.19 $1.91M - $2.06M
241K $17.5B
NVDA
Nvidia Corp

Technology
46.4K
+ 858.87%
$118.11 - $1224.4 $5.47M - $56.8M
51.8K $6.39B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
53.7K
+ 16.24%
$28.14 - $28.86 $1.51M - $1.55M
385K $10.9B
VSLU
ETF Opportunities Tr Applied F
35.5K
+ 158.14%
$30.86 - $34.47 $1.09M - $1.22M
57.9K $1.98B
APTV
Aptiv PLC

Consumer Cyclical
13.4K
+ 105.39%
$67.54 - $84.65 $902K - $1.13M
26K $1.83B
Franklin Templeton Digital H
13K
+ 787.88%
N/A
14.7K $510M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.46K
+ 8.97%
$159.21 - $168.37 $552K - $583K
42.1K $6.91B
VUG
Vanguard Growth ETF

ETFs
752
+ 27.45%
$322.46 - $377.11 $242K - $284K
3.49K $1.31B
ADBE
Adobe Inc.

Technology
70
+ 1.33%
$439.02 - $555.54 $30.7K - $38.9K
5.33K $2.96B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.2K
+ 5.73%
$56.43 - $60.79 $855K - $921K
280K $16.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
375
+ 12.34%
$455.1 - $504.28 $171K - $189K
3.41K $1.71B
IEMG
Ishares Inc

ETFs
3.32K
+ 19.57%
$50.02 - $54.95 $166K - $182K
20.3K $1.09B
META
Meta Platforms, Inc.

Communication Services
128
+ 1.86%
$430.17 - $527.34 $55.1K - $67.5K
7.01K $3.54B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
33
+ 2.03%
$883.2 - $1071.19 $29.1K - $35.3K
1.66K $1.74B
PEG
Public Service Enterprise Group Inc

Utilities
819
+ 5.63%
$64.28 - $75.76 $52.6K - $62K
15.4K $1.13B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
71
+ 0.67%
$144.17 - $170.65 $10.2K - $12.1K
10.7K $1.69B
MCHP
Microchip Technology Inc

Technology
863
+ 3.57%
$81.68 - $99.49 $70.5K - $85.9K
25K $2.29B
NFLX
Netflix Inc

Communication Services
10
+ 0.67%
$550.64 - $686.12 $5.51K - $6.86K
1.51K $1.02B
ROP
Roper Technologies Inc

Industrials
165
+ 3.73%
$510.82 - $563.66 $84.3K - $93K
4.59K $2.59B
VZ
Verizon Communications Inc

Communication Services
2.52K
+ 12.45%
$38.6 - $42.84 $97.3K - $108K
22.8K $939M
ITOT
Ishares Core S&P Total U.S. St

ETFs
714
+ 195.62%
$108.78 - $119.23 $77.7K - $85.1K
1.08K $128M
VEA
Vanguard Ftse Developed Market

ETFs
2K
+ 7.61%
$47.83 - $51.21 $95.7K - $102K
28.3K $1.4B
BAC
Bank Of America Corp

Financial Services
89
+ 0.23%
$34.68 - $40.02 $3.09K - $3.56K
38.5K $1.53B
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.35%
$495.16 - $548.49 $4.95K - $5.48K
2.83K $1.54B
EFG
Msci Eafe Growth ETF

ETFs
625
+ 181.16%
$97.17 - $106.25 $60.7K - $66.4K
970 $99.2M
VTI
Vanguard Total Stock Market Et

ETFs
148
+ 6.16%
$245.23 - $269.4 $36.3K - $39.9K
2.55K $683M
VTV
Vanguard Value ETF

ETFs
322
+ 97.28%
$154.57 - $163.65 $49.8K - $52.7K
653 $105M
RTX
Raytheon Technologies Corp

Industrials
360
+ 7.46%
$97.55 - $108.44 $35.1K - $39K
5.19K $521M
UL
Unilever PLC

Consumer Defensive
661
+ 27.26%
$46.47 - $56.38 $30.7K - $37.3K
3.09K $170M
AVGO
Broadcom Inc.

Technology
20
+ 45.45%
$1204.71 - $1828.87 $24.1K - $36.6K
64 $103M
DHR
Danaher Corp

Healthcare
170
+ 2.08%
$235.51 - $267.98 $40K - $45.6K
8.34K $2.08B
LMT
Lockheed Martin Corp

Industrials
75
+ 250.0%
$447.57 - $471.51 $33.6K - $35.4K
105 $49M
NVS
Novartis Ag

Healthcare
60
+ 2.48%
$92.57 - $107.37 $5.55K - $6.44K
2.48K $264M
ORCL
Oracle Corp

Technology
40
+ 2.64%
$113.75 - $144.64 $4.55K - $5.79K
1.56K $220M
OHI
Omega Healthcare Investors Inc

Real Estate
580
+ 22.1%
$29.96 - $34.25 $17.4K - $19.9K
3.21K $110M
TXN
Texas Instruments Inc

Technology
25
+ 2.33%
$159.68 - $202.54 $3.99K - $5.06K
1.1K $213M
SRE
Sempra Energy

Utilities
180
+ 7.41%
$66.41 - $78.4 $12K - $14.1K
2.61K $199M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
200
+ 43.01%
$87.24 - $97.37 $17.4K - $19.5K
665 $64.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 22.47%
$396.73 - $420.24 $23.8K - $25.2K
327 $133M
NVO
Novo Nordisk A S

Healthcare
125
+ 62.5%
$122.71 - $146.91 $15.3K - $18.4K
325 $46.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
760
+ 4.73%
$102.13 - $110.88 $77.6K - $84.3K
16.8K $1.79B
PWR
Quanta Services, Inc.

Industrials
258
+ 3.17%
$243.26 - $283.43 $62.8K - $73.1K
8.4K $2.13B
GS
Goldman Sachs Group Inc

Financial Services
10
+ 2.54%
$389.49 - $470.41 $3.89K - $4.7K
404 $183M
GD
General Dynamics Corp

Industrials
60
+ 120.0%
$281.11 - $300.23 $16.9K - $18K
110 $31.9M
LRCX
Lam Research Corp

Technology
10
+ 20.0%
$868.07 - $1089.58 $8.68K - $10.9K
60 $63.9M
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
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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