Atlantic Private Wealth, LLC New Holdings in Q4 2024

Atlantic Private Wealth, LLC

  • $131 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
8.58K
New
$34.64 - $35.72 $297K - $306K
8.58K $302K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.2K
New
$91.29 - $91.8 $201K - $202K
2.2K $201K
CL
Colgate Palmolive CO

Consumer Defensive
1.75K
New
$90.22 - $102.31 $158K - $179K
1.75K $159K
ITW
Illinois Tool Works Inc

Industrials
125
New
$253.56 - $278.5 $31.7K - $34.8K
125 $31K
NSC
Norfolk Southern Corp

Industrials
125
New
$230.6 - $277.0 $28.8K - $34.6K
125 $29K
PLTR
Palantir Technologies Inc.

Technology
293
New
$36.46 - $82.38 $10.7K - $24.1K
293 $22K
AEE
Ameren Corp

Utilities
250
New
$85.81 - $94.98 $21.5K - $23.7K
250 $22K
GLW
Corning Inc

Technology
450
New
$44.11 - $49.76 $19.8K - $22.4K
450 $21K
VKTX
Viking Therapeutics, Inc.

Healthcare
450
New
$38.28 - $78.03 $17.2K - $35.1K
450 $18K
T
At&T Inc.

Communication Services
715
New
$21.22 - $23.88 $15.2K - $17.1K
715 $16K
K
Kellogg CO

Consumer Defensive
150
New
$80.34 - $81.29 $12.1K - $12.2K
150 $12K
NUE
Nucor Corp

Basic Materials
75
New
$115.78 - $167.74 $8.68K - $12.6K
75 $8K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
1.23K
New
$6.56 - $6.95 $8.06K - $8.53K
1.23K $8K
GIS
General Mills Inc

Consumer Defensive
100
New
$62.78 - $74.62 $6.28K - $7.46K
100 $6K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
175
New
$31.24 - $37.15 $5.47K - $6.5K
175 $5K
CAG
Conagra Brands Inc.

Consumer Defensive
200
New
$26.48 - $32.72 $5.3K - $6.54K
200 $5K
RKT
Rocket Companies, Inc.

Financial Services
360
New
$11.03 - $19.27 $3.97K - $6.94K
360 $4K
LLY
Eli Lilly & CO

Healthcare
4
New
$727.2 - $932.06 $2.91K - $3.73K
4 $3K
Digitalbridge Group
1K
New
N/A
1K $0
I Shares I Bonds Dec 2033 Term Treasury ETF
22.1K
New
N/A
22.1K $0
EOCT
Innovator Etfs Tr Emerging Mar
1.16K
New
N/A
1.16K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
3.08K
New
N/A
3.08K $0
KOCT
Innovator Laddered Fund Of U.S
2.48K
New
N/A
2.48K $0
Activity Summary
Buys All Purchases 70 New Holdings 24 Increased Positions 46 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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