Atlantic Edge Private Wealth Management, LLC Reduced Holdings in Q3 2025

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-5
- 0.05%
$181.46 - $212.2 $907 - $1.06K
9.71K $1.93B
CVX
Chevron Corp

Energy
-574
- 7.0%
$145.57 - $161.83 $83.6K - $92.9K
7.63K $1.18B
Veralto Corp
-21
- 0.94%
N/A
2.22K $236M
MA
Mastercard Inc

Financial Services
-40
- 0.75%
$550.18 - $598.96 $22K - $24K
5.32K $3.02B
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.83K
- 1.98%
$30.67 - $32.13 $56.1K - $58.8K
90.5K $2.86B
IVE
Ishares S&P 500 Value ETF

ETFs
-109
- 2.35%
$194.44 - $206.51 $21.2K - $22.5K
4.54K $937M
UNP
Union Pacific Corp

Industrials
-45
- 0.7%
$214.91 - $237.16 $9.67K - $10.7K
6.41K $1.51B
SRE
Sempra Energy

Utilities
-80
- 2.75%
$74.14 - $89.98 $5.93K - $7.2K
2.83K $255M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-30
- 2.14%
$534.91 - $598.71 $16K - $18K
1.37K $770M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.97%
$357.4 - $423.42 $5.36K - $6.35K
1.54K $623M
EFV
Msci Eafe Value ETF

ETFs
-300
- 1.56%
$62.79 - $68.42 $18.8K - $20.5K
18.9K $1.28B
JNJ
Johnson & Johnson

Healthcare
-41
- 1.66%
$155.17 - $185.42 $6.36K - $7.6K
2.43K $450M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-880
- 2.85%
$181.56 - $190.33 $160K - $167K
30K $5.7B
NSC
Norfolk Southern Corp

Industrials
-65
- 2.68%
$259.49 - $300.41 $16.9K - $19.5K
2.36K $709M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.08K
- 3.58%
$98.53 - $107.1 $106K - $115K
29K $3.05B
ABBV
Abb Vie Inc.

Healthcare
-42
- 1.67%
$184.85 - $231.54 $7.76K - $9.72K
2.48K $573M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-139
- 0.05%
$46.38 - $47.74 $6.45K - $6.64K
264K $12.5B
MCK
Mckesson Corp

Healthcare
-80
- 1.51%
$659.01 - $772.54 $52.7K - $61.8K
5.23K $4.04B
ORCL
Oracle Corp

Technology
-2.93K
- 18.26%
$218.96 - $328.33 $641K - $961K
13.1K $3.68B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-177
- 0.35%
$87.29 - $93.61 $15.5K - $16.6K
50.5K $4.71B
VEA
Vanguard Ftse Developed Market

ETFs
-59
- 0.09%
$56.02 - $60.3 $3.31K - $3.56K
66.1K $3.96B
IEMG
Ishares Inc

ETFs
-5.53K
- 4.19%
N/A
126K $8.34B
IEFA
Ishares Tr

ETFs
-7.29K
- 2.66%
$81.7 - $87.53 $596K - $638K
267K $23.3B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.33K
- 1.07%
$62.54 - $68.42 $83.4K - $91.3K
124K $8.35B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-198
- 0.86%
$567.09 - $607.37 $112K - $120K
22.9K $13.7B
DHI
Horton D R Inc

Consumer Cyclical
-75
- 0.48%
$129.82 - $184.04 $9.74K - $13.8K
15.5K $2.63B
AAPL
Apple Inc.

Technology
-326
- 0.69%
$202.38 - $256.87 $66K - $83.7K
46.7K $11.9B
Activity Summary
Buys All Purchases 149 New Holdings 52 Increased Positions 97 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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