Atlantic Edge Private Wealth Management, LLC Reduced Holdings in Q2 2024

Atlantic Edge Private Wealth Management, LLC

  • $299 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
-12
- 11.43%
$423.42 - $488.06 $5.08K - $5.86K
93 $40.5M
XLE
Energy Sector Spdr

ETFs
-75
- 14.15%
$88.04 - $98.08 $6.6K - $7.36K
455 $41.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-150
- 31.58%
$49.55 - $50.44 $7.43K - $7.57K
325 $16.3M
PRU
Prudential Financial Inc

Financial Services
-45
- 1.69%
$107.35 - $121.31 $4.83K - $5.46K
2.61K $306M
VAW
Vanguard Materials ETF

ETFs
-20
- 12.9%
$192.63 - $204.63 $3.85K - $4.09K
135 $26M
KEYS
Keysight Technologies, Inc.

Technology
-29
- 40.85%
$135.22 - $160.14 $3.92K - $4.64K
42 $5.74M
VDC
Vanguard Consumer Staples ETF

ETFs
-25
- 10.0%
$194.57 - $209.07 $4.86K - $5.23K
225 $45.7M
Ge Healthcare Technologies I
-47
- 61.04%
N/A
30 $2.34M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-129
- 67.54%
$32.02 - $32.68 $4.13K - $4.22K
62 $2.02M
CMCSA
Comcast Corp

Communication Services
-12
- 1.9%
$36.9 - $42.28 $443 - $507
620 $24.3M
KBE
Spdr S&P Bank ETF

ETFs
-50
- 66.67%
$43.05 - $47.93 $2.15K - $2.4K
25 $1.16M
LUV
Southwest Airlines CO

Industrials
-66
- 8.91%
$25.51 - $29.73 $1.68K - $1.96K
675 $19.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-26
- 21.31%
$81.05 - $81.66 $2.11K - $2.12K
96 $7.84M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-17
- 65.38%
$67.85 - $72.06 $1.15K - $1.23K
9 $633K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-18
- 54.55%
$32.52 - $43.55 $585 - $784
15 $504K
BHF
Brighthouse Financial, Inc.

Financial Services
-6
- 11.54%
$41.01 - $51.49 $246 - $309
46 $1.99M
ADNT
Adient PLC

Consumer Cyclical
-8
- 16.67%
$24.42 - $31.92 $195 - $255
40 $989K
VOX
Vanguard Communication Service

ETFs
-70
- 3.07%
$125.5 - $139.68 $8.79K - $9.78K
2.21K $305M
Veralto Corp
-48
- 1.92%
N/A
2.45K $234M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.01%
$180.08 - $204.79 $180 - $205
17.4K $3.51B
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.77%
$173.67 - $197.85 $4.34K - $4.95K
3.22K $621M
LLY
Eli Lilly & CO

Healthcare
-35
- 2.71%
$724.87 - $909.04 $25.4K - $31.8K
1.26K $1.14B
MCK
Mckesson Corp

Healthcare
-89
- 1.6%
$518.81 - $607.81 $46.2K - $54.1K
5.46K $3.19B
IVV
Ishares Core S&P 500 ETF

ETFs
-170
- 1.14%
$497.53 - $549.64 $84.6K - $93.4K
14.7K $8.03B
MSFT
Microsoft Corp

Technology
-5
- 0.04%
$389.33 - $452.85 $1.95K - $2.26K
13.1K $5.87B
GOOGL
Alphabet Inc.

Communication Services
-68
- 0.3%
$150.53 - $185.41 $10.2K - $12.6K
22.3K $4.06B
KLAC
Kla Corp

Technology
-68
- 0.89%
$628.16 - $863.31 $42.7K - $58.7K
7.53K $6.21B
AAPL
Apple Inc.

Technology
-787
- 1.63%
$165.0 - $216.67 $130K - $171K
47.4K $9.99B
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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