Portfolio (Quarterly)
Guide ↗
Atlantic Edge Private Wealth Management, LLC
· CIK 0002011145| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 50 | $2K | 0.00% | SOLD |
| 22 | SA | SEABRIDGE GOLD INC | Basic Materials | 75 | $2K | 0.00% | SOLD |
| 23 | AUGO | AURA MINERALS INC | Basic Materials | 25 | $2K | 0.00% | SOLD |
| 24 | GIS | GENERAL MILLS INC | Consumer Defensive | 50 | $2K | — | SOLD |
| 25 | USAU | U S GOLD CORP | Basic Materials | 100 | $2K | — | SOLD |
| 26 | BSOL | BITWISE SOLANA STAKING ETF | Financial Services | 100 | $1K | — | SOLD |
| 27 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 50 | $1K | — | SOLD |
| 28 | STN | STANTEC INC | Industrials | 10 | $864.0 | — | SOLD |
| 29 | — | AMCOR PLC | — | 20 | $795.0 | — | SOLD |
| 30 | XRP | BITWISE XRP ETF | Financial Services | 50 | $752.0 | — | SOLD |
| 31 | PFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 16 | $740.0 | — | SOLD |
| 32 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 10 | $718.0 | — | SOLD |
| 33 | AMN | AMN HEALTHCARE SVCS INC | Healthcare | 18 | $331.0 | — | SOLD |
| 34 | GDLC | GRAYSCALE COINDESK CRYPTO | Financial Services | 10 | $312.0 | — | SOLD |
Sector Allocation
Technology
38.4%
Financial Services
19.1%
Industrials
14.6%
Healthcare
8.3%
Communication Services
6.9%
Consumer Cyclical
4.7%
Energy
2.4%
Consumer Defensive
1.8%
Utilities
1.5%
Basic Materials
1.4%