Atlantic Edge Private Wealth Management, LLC Sells in Q2 2024

Atlantic Edge Private Wealth Management, LLC

  • $299 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-23.1K
- 14.91%
$76.35 - $77.35 $1.77M - $1.79M
132K $10.2B
PFF
Ishares Trust Ishares Pfd And

ETFs
-23.5K
- 23.2%
$30.65 - $32.13 $719K - $753K
77.6K $2.45B
INTC
Intel Corp

Technology
-1.09K
- 1.92%
$29.85 - $44.52 $32.7K - $48.7K
55.9K $1.73B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-75
- 0.3%
$516.55 - $556.17 $38.7K - $41.7K
24.6K $13.2B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.59K
- 3.21%
$100.13 - $100.67 $459K - $462K
138K $13.9B
CVS
Cvs Health Corp

Healthcare
-745
- 5.25%
$53.63 - $79.56 $40K - $59.3K
13.4K $794M
MA
Mastercard Inc

Financial Services
-130
- 2.26%
$441.1 - $479.43 $57.3K - $62.3K
5.62K $2.48B
URI
United Rentals, Inc.

Industrials
-40
- 1.19%
$616.21 - $712.69 $24.6K - $28.5K
3.31K $2.14B
EFV
Msci Eafe Value ETF

ETFs
-3.87K
- 13.96%
$52.34 - $56.41 $202K - $218K
23.8K $1.26B
FISV
Fiserv Inc

Technology
-140
- 0.71%
N/A
19.6K $2.92B
MO
Altria Group, Inc.

Consumer Defensive
-4.84K
- 86.08%
$40.75 - $46.83 $197K - $227K
783 $35.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
-67
- 0.57%
$145.98 - $167.24 $9.78K - $11.2K
11.7K $1.76B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.66K
- 49.35%
$70.55 - $72.66 $187K - $193K
2.73K $196M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.93K
- 19.83%
$85.39 - $90.42 $164K - $174K
7.78K $686M
CSCO
Cisco Systems, Inc.

Technology
-702
- 1.56%
$45.52 - $50.04 $32K - $35.1K
44.3K $2.1B
CF
Cf Industries Holdings, Inc.

Basic Materials
-28
- 0.21%
$72.95 - $86.18 $2.04K - $2.41K
13.6K $1.01B
UNP
Union Pacific Corp

Industrials
-3
- 0.05%
$221.38 - $247.4 $664 - $742
6.23K $1.41B
COP
Conocophillips

Energy
-138
- 1.66%
$109.39 - $133.52 $15.1K - $18.4K
8.19K $937M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.5K
- 43.0%
$65.44 - $71.94 $98.2K - $108K
1.99K $130M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-411
- 0.18%
$45.08 - $46.44 $18.5K - $19.1K
233K $10.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-230
- 0.42%
$76.09 - $82.16 $17.5K - $18.9K
55.2K $4.32B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.99K
- 19.52%
$50.64 - $51.3 $101K - $102K
8.18K $419M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-998
- 35.89%
$95.11 - $97.92 $94.9K - $97.7K
1.78K $173M
MPC
Marathon Petroleum Corp

Energy
-40
- 1.34%
$168.76 - $219.13 $6.75K - $8.77K
2.94K $509M
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 2.02%
$325.1 - $368.03 $11.4K - $12.9K
1.7K $586M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-1.23K
- 35.77%
$48.75 - $49.28 $59.7K - $60.4K
2.2K $108M
CSX
Csx Corp

Industrials
-1.04K
- 14.99%
$32.18 - $36.78 $33.3K - $38.1K
5.88K $197M
VHT
Vanguard Health Care ETF

ETFs
-175
- 23.58%
$252.83 - $269.37 $44.2K - $47.1K
567 $151M
EEM
Ishares Msci Emerging Markets

ETFs
-1.45K
- 15.32%
$39.71 - $43.79 $57.6K - $63.5K
8.02K $341M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-110
- 48.03%
$414.65 - $485.21 $45.6K - $53.4K
119 $57M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-80
- 1.09%
$109.44 - $118.4 $8.76K - $9.47K
7.26K $824M
IWM
Ishares Russell 2000 ETF

ETFs
-141
- 8.48%
$192.84 - $209.44 $27.2K - $29.5K
1.52K $309M
DE
Deere & CO

Industrials
-12
- 1.43%
$364.98 - $414.02 $4.38K - $4.97K
826 $309M
INCY
Incyte Corp

Healthcare
-1.9K
- 8.02%
$51.18 - $63.75 $97.2K - $121K
21.8K $1.32B
ABT
Abbott Laboratories

Healthcare
-79
- 3.84%
$100.73 - $112.44 $7.96K - $8.88K
1.98K $205M
XOM
Exxon Mobil Corp

Energy
-225
- 11.07%
$108.36 - $122.2 $24.4K - $27.5K
1.81K $208M
BP
Bp PLC

Energy
-700
- 51.85%
$34.89 - $39.65 $24.4K - $27.8K
650 $23.5M
TSN
Tyson Foods, Inc.

Consumer Defensive
-90
- 0.86%
$53.86 - $62.02 $4.85K - $5.58K
10.4K $592M
OTIS
Otis Worldwide Corp

Industrials
-140
- 11.85%
$91.2 - $100.78 $12.8K - $14.1K
1.04K $100M
BMY
Bristol Myers Squibb CO

Healthcare
-8
- 0.61%
$40.25 - $52.99 $322 - $424
1.3K $54M
IYJ
Ishares Tr

ETFs
-65
- 4.63%
$119.1 - $125.05 $7.74K - $8.13K
1.34K $160M
CVX
Chevron Corp

Energy
-28
- 0.32%
$152.57 - $166.33 $4.27K - $4.66K
8.66K $1.35B
VNQ
Vanguard Specialized Funds Van

ETFs
-94
- 3.58%
$78.61 - $85.97 $7.39K - $8.08K
2.53K $212M
T
At&T Inc.

Communication Services
-784
- 99.62%
$16.09 - $19.11 $12.6K - $15K
3 $58K
IWD
Ishares Russell 1000 Val ETF

ETFs
-73
- 57.03%
$169.4 - $179.05 $12.4K - $13.1K
55 $9.6M
WMT
Walmart Inc.

Consumer Defensive
-494
- 17.89%
$58.85 - $68.9 $29.1K - $34K
2.27K $154M
XLY
Select Sector Spdr Consumer Di

ETFs
-65
- 15.29%
$169.76 - $184.45 $11K - $12K
360 $65.7M
VFH
Vanguard Financial ETF

ETFs
-100
- 16.0%
$95.9 - $103.0 $9.59K - $10.3K
525 $52.4M
BA
Boeing CO

Industrials
-20
- 2.92%
$164.33 - $191.42 $3.29K - $3.83K
664 $121M
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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