Atlantic Edge Private Wealth Management, LLC Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$327.2B

Holdings

499

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (499 positions)

StockValue
ABTABBOTT LABS
$365.7M
VOXVANGUARD WORLD FD
$327.9M
ABCBAMERIS BANCORP
$321.6M
VVISA INC
$320.2M
IGSBISHARES TR
$319.5M
AMLPALPS ETF TR
$318.9M
GOOGALPHABET INC
$313.7M
AMGNAMGEN INC
$305.9M
IWMISHARES TR
$303.2M
IYWISHARES TR
$300.5M
PRUPRUDENTIAL FINL INC
$286.3M
NVSNNOVARTIS AG
$284.8M
EEMISHARES TR
$275.7M
STTSTATE STR CORP
$275.6M
IJRISHARES TR
$274.7M
IJSISHARES TR
$250.1M
TDIVFIRST TR EXCHANGE TRADED FD
$237.5M
VNQVANGUARD INDEX FDS
$236.7M
VLTOVERALTO CORP
$225.4M
GSGOLDMAN SACHS GROUP INC
$218.5M
ULUNILEVER PLC
$213.7M
SRESEMPRA
$211.2M
GQ9SPDR GOLD TR
$210.3M
XOMEXXON MOBIL CORP
$207.2M
TXNTEXAS INSTRS INC
$197.0M
CARRCARRIER GLOBAL CORPORATION
$195.5M
NEENEXTERA ENERGY INC
$189.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$178.4M
IYJISHARES TR
$174.4M
WMTWALMART INC
$174.4M
XLBSELECT SECTOR SPDR TR
$174.1M
UNHUNITEDHEALTH GROUP INC
$159.7M
COSTCOSTCO WHSL CORP NEW
$153.2M
NYFISHARES TR
$152.7M
BNDVANGUARD BD INDEX FDS
$149.8M
IDUISHARES TR
$149.6M
IYHISHARES TR
$147.7M
AZOAUTOZONE INC
$144.9M
LYBLYONDELLBASELL INDUSTRIES N
$142.6M
HEDJWISDOMTREE TR
$142.4M
AVGOBROADCOM INC
$138.6M
SUBISHARES TR
$137.3M
MDLZMONDELEZ INTL INC
$134.9M
BMYBRISTOL-MYERS SQUIBB CO
$134.2M
IWPISHARES TR
$133.9M
ARMARM HOLDINGS PLC
$133.5M
ITOTISHARES TR
$131.6M
SCHFSCHWAB STRATEGIC TR
$129.2M
OHIOMEGA HEALTHCARE INVS INC
$119.4M
IAU*ISHARES GOLD TR
$117.9M
TFCTRUIST FINL CORP
$116.1M
PRFINVESCO EXCHANGE TRADED FD T
$114.0M
PNCPNC FINL SVCS GROUP INC
$113.4M
BABOEING CO
$113.2M
VTVVANGUARD INDEX FDS
$112.8M
CSXCSX CORP
$109.6M
BKCHGLOBAL X FDS
$108.2M
OTISOTIS WORLDWIDE CORP
$107.4M
ESGVVANGUARD WORLD FD
$106.8M
PEGPUBLIC SVC ENTERPRISE GRP IN
$103.3M
PRFZINVESCO EXCHANGE TRADED FD T
$101.5M
AXPAMERICAN EXPRESS CO
$100.8M
AEMAGNICO EAGLE MINES LTD
$97.7M
SHELSHELL PLC
$95.3M
DUKDUKE ENERGY CORP NEW
$93.6M
IYFISHARES TR
$93.1M
AGGISHARES TR
$90.9M
DTEDTE ENERGY CO
$90.6M
SPGSIMON PPTY GROUP INC NEW
$87.2M
VHTVANGUARD WORLD FD
$86.0M
VUGVANGUARD INDEX FDS
$84.2M
IYKISHARES TR
$80.5M
NUENUCOR CORP
$78.5M
CEGCONSTELLATION ENERGY CORP
$74.8M
MOALTRIA GROUP INC
$74.0M
INGRINGREDION INC
$71.0M
PPAINVESCO EXCHANGE TRADED FD T
$69.9M
XLYSELECT SECTOR SPDR TR
$69.1M
NOCNORTHROP GRUMMAN CORP
$68.1M
IYMISHARES TR
$66.1M
SLQDISHARES TR
$65.4M
HASHASBRO INC
$64.3M
VFHVANGUARD WORLD FD
$62.7M
IWDISHARES TR
$61.3M
VRTXVERTEX PHARMACEUTICALS INC
$60.6M
UGIUGI CORP NEW
$60.5M
XLFSELECT SECTOR SPDR TR
$60.3M
VMCVULCAN MATLS CO
$60.2M
LRCXLAM RESEARCH CORP
$58.2M
MCDMCDONALDS CORP
$57.5M
VOVANGUARD INDEX FDS
$57.4M
NDQINVESCO QQQ TR
$57.2M
JEPIJ P MORGAN EXCHANGE TRADED F
$57.1M
MDTMEDTRONIC PLC
$56.4M
XLFISELECT SECTOR SPDR TR
$56.4M
IYEISHARES TR
$56.2M
FNFFIDELITY NATIONAL FINANCIAL
$55.8M
FDXFEDEX CORP
$54.9M
IXUSISHARES TR
$54.8M
AFLAFLAC INC
$52.5M
PreviousPage 2 of 5Next