Atlantic Private Wealth, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Million distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $46.1M, Vanguard Total Stock Market Et with a value of $13.9M, Ishares Tr Ibonds Dec 2025 Ter with a value of $8.92M, Vanguard Star Fd Vanguard Tota with a value of $6.42M, and Vanguard Extended Market ETF with a value of $5.82M.
Examining the 13F form we can see an increase of $10K in the current position value, from $131M to 131M.
Below you can find more details about Atlantic Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$131 Million
ETFs: $116 Million
Technology: $2.6 Million
Healthcare: $1.6 Million
Consumer Cyclical: $760,000
Industrials: $706,000
Consumer Defensive: $497,000
Financial Services: $469,000
Energy: $303,000
Other: $529,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
