Atlantic Edge Private Wealth Management, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$327.2M
Holdings
499
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (499 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $20.8M |
IJHISHARES TR | $20.3M |
MINTPIMCO ETF TR | $14.3M |
MDYSPDR S&P MIDCAP 400 ETF TR | $13.0M |
UITBVICTORY PORTFOLIOS II | $11.9M |
ANGLVANECK ETF TRUST | $11.1M |
AAPLAPPLE INC | $10.5M |
RSPINVESCO EXCHANGE TRADED FD T | $9.9M |
VCSHVANGUARD SCOTTSDALE FDS | $9.3M |
IVVISHARES TR | $9.3M |
SPEUSPDR INDEX SHS FDS | $8.9M |
IEMGISHARES INC | $7.3M |
EMXCISHARES INC | $6.9M |
NVDANVIDIA CORPORATION | $5.2M |
MSFTMICROSOFT CORP | $5.1M |
KLACKLA CORP | $5.0M |
JPMJPMORGAN CHASE & CO. | $4.4M |
EFAISHARES TR | $4.3M |
FISVFISERV INC | $4.2M |
XMHQINVESCO EXCHANGE TRADED FD T | $4.2M |
VWOVANGUARD INTL EQUITY INDEX F | $3.9M |
MCKMCKESSON CORP | $3.6M |
GOOGLALPHABET INC | $3.5M |
METAMETA PLATFORMS INC | $3.4M |
VEAVANGUARD TAX-MANAGED FDS | $3.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.4M |
IWFISHARES TR | $3.2M |
MAMASTERCARD INCORPORATED | $3.1M |
CSCOCISCO SYS INC | $2.9M |
PFFISHARES TR | $2.9M |
ROPROPER TECHNOLOGIES INC | $2.8M |
ORCLORACLE CORP | $2.8M |
A4SAMERIPRISE FINL INC | $2.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.5M |
DRIDARDEN RESTAURANTS INC | $2.5M |
VSLUETF OPPORTUNITIES TRUST | $2.4M |
LOWLOWES COS INC | $2.4M |
TRVTRAVELERS COMPANIES INC | $2.3M |
IBMINTERNATIONAL BUSINESS MACHS | $2.3M |
PWRQUANTA SVCS INC | $2.2M |
URIUNITED RENTALS INC | $2.1M |
SYKSTRYKER CORPORATION | $2.1M |
CBRECBRE GROUP INC | $2.0M |
DHRDANAHER CORPORATION | $2.0M |
ADBEADOBE INC | $2.0M |
DHID R HORTON INC | $2.0M |
WABWABTEC | $2.0M |
CMICUMMINS INC | $1.7M |
7HPHP INC | $1.6M |
BACBANK AMERICA CORP | $1.6M |
UNPUNION PAC CORP | $1.6M |
APTVAPTIV PLC | $1.6M |
AMDADVANCED MICRO DEVICES INC | $1.6M |
VIGVANGUARD SPECIALIZED FUNDS | $1.5M |
SPYSPDR S&P 500 ETF TR | $1.5M |
STZCONSTELLATION BRANDS INC | $1.5M |
CVXCHEVRON CORP NEW | $1.5M |
DYHTARGET CORP | $1.5M |
IVWISHARES TR | $1.4M |
NFLXNETFLIX INC | $1.4M |
SHWSHERWIN WILLIAMS CO | $1.3M |
METMETLIFE INC | $1.3M |
KDPKEURIG DR PEPPER INC | $1.2M |
BACVERIZON COMMUNICATIONS INC | $1.2M |
INCYINCYTE CORP | $1.2M |
LKQ1LKQ CORP | $1.2M |
MRKMERCK & CO INC | $1.2M |
EFVISHARES TR | $1.1M |
REGNREGENERON PHARMACEUTICALS | $1.1M |
DISDISNEY WALT CO | $1.0M |
IUSVISHARES TR | $997K |
LLYELI LILLY & CO | $977K |
VLOVALERO ENERGY CORP | $970K |
VOOVANGUARD INDEX FDS | $889K |
IVEISHARES TR | $886K |
IJJISHARES TR | $873K |
COPCONOCOPHILLIPS | $867K |
SHMSPDR SER TR | $853K |
VTIVANGUARD INDEX FDS | $805K |
IJKISHARES TR | $715K |
RTXRTX CORPORATION | $682K |
MARMARRIOTT INTL INC NEW | $675K |
EZBCFRANKLIN TEMPLETON DIGITAL H | $642K |
HDHOME DEPOT INC | $602K |
CVSCVS HEALTH CORP | $599K |
NSCNORFOLK SOUTHN CORP | $598K |
AMZNAMAZON COM INC | $591K |
KOCOCA COLA CO | $571K |
ABBVABBVIE INC | $561K |
ETNEATON CORP PLC | $549K |
MPCMARATHON PETE CORP | $428K |
JNJJOHNSON & JOHNSON | $413K |
PCARPACCAR INC | $404K |
DEDEERE & CO | $392K |
IWRISHARES TR | $388K |
4I1PHILIP MORRIS INTL INC | $387K |
IJTISHARES TR | $383K |
XLKSELECT SECTOR SPDR TR | $383K |
PGPROCTER AND GAMBLE CO | $369K |
ACNACCENTURE PLC IRELAND | $366K |
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