Atlantic Edge Private Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AE Atlantic Edge Private Wealth Management, LLC | Institutional Filer | ▲ 1.13% | $407.1M | 595 |
Current Portfolio Holdings
Showing all 595 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | — | 291K | $26.3M | 6.47% |
| 2 | JAAA | JANUS DETROIT STR TR | — | 469K | $23.6M | 5.81% |
| 3 | MINT | PIMCO ETF TR | — | 234K | $23.5M | 5.78% |
| 4 | IJH | ISHARES TR | — | 229K | $15.5M | 3.80% |
| 5 | IVV | ISHARES TR | — | 23K | $14.9M | 3.67% |
| 6 | MDY | STATE STR SPDR S&P MIDCAP 40 | — | 22K | $13.8M | 3.39% |
| 7 | EMXC | ISHARES INC | — | 174K | $13.7M | 3.36% |
| 8 | IEMG | ISHARES INC | — | 183K | $12.8M | 3.14% |
| 9 | UITB | VICTORY PORTFOLIOS II | — | 269K | $12.7M | 3.11% |
| 10 | AAPL | Apple Inc. | Technology | 47K | $12.0M | 2.95% |
| 11 | KLAC | KLA Corporation | Technology | 6K | $9.5M | 2.33% |
| 12 | NVDA | NVIDIA Corporation | Technology | 49K | $8.6M | 2.12% |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | — | 109K | $8.6M | 2.12% |
| 14 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 21K | $7.1M | 1.75% |
| 15 | GOOGL | Alphabet Inc. | Technology | 24K | $7.0M | 1.73% |
Showing 1 to 15 of 595 holdings