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Atlantic Edge Private Wealth Management, LLC

13F
Atlantic Edge Private Wealth Management, LLC
Last update 2025-04-29 499 Stocks (40 new)
Value $327.00 Mil Turnover 9 %
Countries:
Top Holdings: IEFA(6.34%)IJH(6.19%)MINT(4.37%)MDY(3.99%)UITB(3.65%)
Summary Stock Picks Current Portfolio
Atlantic Edge Private Wealth M... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA 		iShares Core MSCI EAFE ETF
274,398
20,758.3
+9.84%
6.340
+0.57%
0.020
+6.72%
+18.68%
141,001.6
 
IJH 		iShares Core S&P Mid-Cap ETF
347,372
20,269.1
+8.49%
6.190
+0.48%
0.020
+2.84%
-1.40%
93,693.6
 
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
142,115
14,299.6
+13.28%
4.370
+0.51%
0.110
+1.06%
+1.97%
13,185.8
 
MDY 		S&P MidCap 400 ETF
24,446
13,041.5
-0.78%
3.990
-0.03%
0.060
+2.75%
-1.47%
22,361.0
 
UITB 		VICTORY PTF II
254,562
11,949.1
+0.85%
3.650
+0.03%
0.490
+0.13%
+2.34%
2,282.8
 
ANGL 		VanEck Vectors Fallen Angel High Yield Bond ETF
383,121
11,056.9
+2.67%
3.380
+0.09%
0.390
+0.48%
+2.74%
2,846.1
 
AAPL 		Apple Inc
47,127
10,468.4
-0.42%
3.200
-0.02%
0.000
-15.63%
-19.36%
3,008,822.1
Hardware
RSP 		Invesco S&P 500 Equal Weight ETF
57,096
9,890.7
+0.28%
3.020
+0.01%
0.010
+1.63%
+2.48%
71,598.8
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
118,249
9,334.6
-0.95%
2.850
-0.03%
0.030
+1.22%
+2.66%
34,853.6
 
IVV 		iShares Core S&P 500 ETF
16,488
9,264.8
+3.55%
2.830
+0.10%
0.000
+4.48%
+2.68%
591,843.5
 

Atlantic Edge Private Wealth Management, LLC's Historical Top Holdings Breakdowns

Atlantic Edge Private Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FEU 		FEU2025-03-31New Buy
+2.71%
●
39.53 ($43.23) 46.13
$33.68
-22.09%
New holding
201,134
201,134
IEMG 		iShares Core MSCI Emerging Markets ETF2025-03-31Add
+1.96%
●
50.83 ($53.83) 55.94
$58.92
9.46%
Add 690.24%
136,016
118,804
EMXC 		iShares MSCI Emerging Markets ex China ETF2025-03-31Reduce
-1.89%
●
54.25 ($56.1) 57.64
$61.37
9.39%
Reduce -46.67%
125,753
-110,052
ORCL 		Oracle Corp2025-03-31Add
+0.77%
●
139.81 ($162.81) 186.47
$177.15
8.81%
Add 1099.09%
19,701
18,058
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Reduce
-0.75%
●
42.5 ($45.01) 46.71
$48.59
7.95%
Reduce -39.19%
85,317
-54,992
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Reduce
-0.69%
●
102.49 ($112.84) 119.96
$108.82
-3.56%
Reduce -87.99%
2,627
-19,245
CBRE 		CBRE Group Inc2025-03-31New Buy
+0.62%
●
121.79 ($135.89) 147.13
$128.84
-5.19%
New holding
15,591
15,591
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.57%
●
69.57 ($74.78) 78.65
$83.41
11.54%
Add 9.84%
274,398
24,592
VUG 		Vanguard Growth ETF2025-03-31Reduce
-0.52%
●
369.1 ($404.54) 427.61
$422.37
4.41%
Reduce -94.75%
227
-4,100
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2025-03-31Add
+0.51%
●
100.32 ($100.52) 100.76
$100.28
-0.24%
Add 13.28%
142,115
16,664

Atlantic Edge Private Wealth Management, LLC Total Holding History ($B)

To

Atlantic Edge Private Wealth Management, LLC's Asset Allocation

To

Atlantic Edge Private Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Atlantic Edge Private Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Atlantic Edge Private Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Atlantic Edge Private Wealth Management, LLC's Holdings Heat Map

Size field:

Atlantic Edge Private Wealth Management, LLC's Holdings Bubble Chart

Atlantic Edge Private Wealth Management, LLC News

  • 1

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