Atlantic Edge Private Wealth Management, LLC Incresed Positions in Q4 2025

Atlantic Edge Private Wealth Management, LLC

  • $403 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
47K
+ 37.16%
N/A
174K $11.7B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
63.9K
+ 16.95%
$50.55 - $50.74 $3.23M - $3.24M
441K $22.3B
IEFA
Ishares Tr

ETFs
17.5K
+ 6.55%
$86.09 - $89.88 $1.51M - $1.57M
285K $25.5B
AEP
American Electric Power CO Inc

Utilities
15.3K
+ 61344.0%
$112.75 - $122.73 $1.73M - $1.88M
15.4K $1.77B
GOOGL
Alphabet Inc.

Communication Services
106
+ 0.43%
$236.57 - $291.31 $25.1K - $30.9K
24.5K $7.67B
ETN
Eaton Corp PLC

Industrials
5.38K
+ 277.74%
$352.39 - $387.75 $1.89M - $2.08M
7.31K $2.33B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.25K
+ 24.8%
$524.58 - $588.02 $655K - $734K
6.28K $3.64B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.3K
+ 6.47%
$100.33 - $100.69 $1.13M - $1.13M
186K $18.6B
IVV
Ishares Core S&P 500 ETF

ETFs
617
+ 2.72%
$656.2 - $690.71 $405K - $426K
23.3K $16B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.32K
+ 140.33%
$98.0 - $102.56 $619K - $648K
10.8K $1.11B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.4K
+ 12.52%
$52.54 - $55.77 $601K - $638K
103K $5.52B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
166
+ 0.81%
$280.66 - $305.09 $46.6K - $50.6K
20.6K $6.27B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.9K
+ 4.16%
$118.29 - $126.28 $343K - $366K
72.6K $8.95B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19.7K
+ 10.01%
$29.21 - $29.73 $576K - $587K
217K $6.37B
CSCO
Cisco Systems, Inc.

Technology
297
+ 0.64%
$67.46 - $78.0 $20K - $23.2K
47K $3.62B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
95
+ 6.94%
$557.73 - $694.99 $53K - $66K
1.46K $1.13B
DHR
Danaher Corp

Healthcare
55
+ 0.57%
$202.46 - $223.01 $11.1K - $12.3K
9.77K $2.24B
MRK
Merck & Co., Inc.

Healthcare
309
+ 2.59%
$82.49 - $92.93 $25.5K - $28.7K
12.2K $1.29B
UITB
Usaa ETF Tr Core Intermediate

ETFs
6.58K
+ 2.49%
$47.38 - $47.93 $312K - $315K
270K $12.8B
BAC
Bank Of America Corp

Financial Services
2.32K
+ 5.81%
$48.65 - $54.11 $113K - $126K
42.3K $2.32B
VSLU
ETF Opportunities Tr Applied F
2.21K
+ 2.84%
$42.0 - $44.28 $92.6K - $97.6K
79.9K $3.54B
JPM
Jpmorgan Chase & CO

Financial Services
215
+ 1.2%
$294.11 - $320.41 $63.2K - $68.9K
18.1K $5.83B
TRV
Travelers Companies, Inc.

Financial Services
225
+ 2.56%
$261.57 - $287.42 $58.9K - $64.7K
9.01K $2.61B
GOOG
Alphabet Inc.

Communication Services
25
+ 1.31%
$237.49 - $291.74 $5.94K - $7.29K
1.94K $608M
JNJ
Johnson & Johnson

Healthcare
205
+ 8.44%
$185.98 - $199.58 $38.1K - $40.9K
2.63K $545M
CBRE
Cbre Group, Inc.

Real Estate
355
+ 3.15%
$149.99 - $164.2 $53.2K - $58.3K
11.6K $1.87B
GLD
Spdr Gold Trust

ETFs
145
+ 19.86%
$354.79 - $403.15 $51.4K - $58.5K
875 $347M
PWR
Quanta Services, Inc.

Industrials
5
+ 0.06%
$412.21 - $453.83 $2.06K - $2.27K
8.63K $3.64B
WMT
Walmart Inc.

Consumer Defensive
415
+ 20.89%
$101.18 - $109.03 $42K - $45.2K
2.4K $268M
CVS
Cvs Health Corp

Healthcare
306
+ 3.43%
$76.69 - $83.04 $23.5K - $25.4K
9.24K $733M
GS
Goldman Sachs Group Inc

Financial Services
12
+ 2.31%
$744.6 - $838.97 $8.94K - $10.1K
532 $468M
COF
Capital One Financial Corp

Financial Services
190
+ 126.67%
$201.01 - $225.01 $38.2K - $42.8K
340 $82.4M
KEYS
Keysight Technologies, Inc.

Technology
214
+ 497.67%
$159.49 - $186.18 $34.1K - $39.8K
257 $52.2M
AON
Aon PLC

Financial Services
115
+ 884.62%
$326.07 - $366.93 $37.5K - $42.2K
128 $45.2M
MCD
Mcdonalds Corp

Consumer Cyclical
130
+ 67.71%
$293.81 - $310.11 $38.2K - $40.3K
322 $98.4M
WYNN
Wynn Resorts LTD

Consumer Cyclical
330
+ 132.0%
$112.52 - $133.34 $37.1K - $44K
580 $69.8M
CDNS
Cadence Design Systems Inc

Technology
130
+ 168.83%
$314.93 - $353.36 $40.9K - $45.9K
207 $64.7M
DIS
Walt Disney CO

Communication Services
380
+ 3.75%
$105.69 - $116.65 $40.2K - $44.3K
10.5K $1.2B
DUK
Duke Energy Corp

Utilities
340
+ 44.33%
$121.57 - $129.03 $41.3K - $43.9K
1.11K $130M
APP
App Lovin Corp

Technology
56
+ 70.0%
$552.64 - $704.09 $30.9K - $39.4K
136 $91.6M
NVS
Novartis Ag

Healthcare
75
+ 3.48%
$121.8 - $132.39 $9.14K - $9.93K
2.23K $307M
KO
Coca Cola CO

Consumer Defensive
4
+ 0.05%
$66.1 - $71.61 $264 - $286
7.98K $558M
APD
Air Products & Chemicals, Inc.

Basic Materials
103
+ 166.13%
$237.56 - $271.47 $24.5K - $28K
165 $40.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
130
+ 11.82%
$68.28 - $84.44 $8.88K - $11K
1.23K $105M
CEG
Constellation Energy Corp

Utilities
35
+ 9.43%
$335.74 - $401.43 $11.8K - $14.1K
406 $143M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 24.73%
$401.99 - $468.37 $18.1K - $21.1K
227 $102M
MA
Mastercard Inc

Financial Services
10
+ 0.19%
$536.85 - $580.45 $5.37K - $5.8K
5.33K $3.04B
GM
General Motors CO

Consumer Cyclical
50
+ 8.33%
$55.35 - $71.89 $2.77K - $3.59K
650 $52.9M
MDB
Mongo Db, Inc.

Technology
35
+ 350.0%
$313.81 - $373.89 $11K - $13.1K
45 $18.9M
Activity Summary
Buys All Purchases 166 New Holdings 68 Increased Positions 98 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 3
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