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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $407M AUM 601 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 98 Added 82 Reduced 27 Exited
Page 11 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MO ALTRIA GROUP INC Consumer Defensive 1,158.0 $76K 0.02% $65.99 +4.7%
202 VUG VANGUARD INDEX FDS 172.0 $75K 0.02% -900.0 -84.0% $436.79 -80.1%
203 IYE ISHARES TR 1,140.0 $74K 0.02% $64.77 -12.4%
204 AGG ISHARES TR 735.0 $73K 0.02% -85.0 -10.4% $99.32 -0.4%
205 FDX FEDEX CORP Industrials 200.0 $71K 0.02% $356.18 -8.4%
206 MS MORGAN STANLEY Financial Services 430.0 $71K 0.02% $164.57 +35.6%
207 VMC VULCAN MATLS CO Basic Materials 258.0 $70K 0.02% $272.30 +11.2%
208 SPG SIMON PPTY GROUP INC NEW Real Estate 375.0 $70K 0.02% $186.53 +13.3%
209 TSEM TOWER SEMICONDUCTOR LTD Technology 396.0 $69K 0.02% NEW $175.48 +63.4%
210 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 855.0 $69K 0.02% -350.0 -29.1% $80.95 -1.3%
211 IXUS ISHARES TR 785.0 $68K 0.02% $86.64 +11.9%
212 ARTY ISHARES TR 1,454.0 $68K 0.02% NEW $46.53 +69.6%
213 QQQ INVESCO QQQ TR Financial Services 117.0 $68K 0.02% -5.0 -4.1% $577.19 +28.3%
214 PANW PALO ALTO NETWORKS INC Technology 413.0 $66K 0.02% +147.0 +55.3% $160.32 +79.5%
215 SLQD ISHARES TR 1,300.0 $66K 0.02% $50.49 -0.5%
216 LOAR LOAR HOLDINGS INC Industrials 1,140.0 $65K 0.02% NEW $57.29 +25.1%
217 BND VANGUARD BD INDEX FDS 885.0 $65K 0.02% -695.0 -44.0% $73.64 -0.4%
218 UGI UGI CORP NEW Utilities 1,765.0 $64K 0.02% $36.42 -7.2%
219 GE GE AEROSPACE Industrials 226.0 $64K 0.02% $284.21 +25.8%
220 DASH DOORDASH INC Communication Services 423.0 $64K 0.02% NEW $150.15 +15.5%
Page 11 of 31  ·  601 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Financial Services 19.6%
Industrials 13.6%
Healthcare 10.8%
Communication Services 8.3%
Consumer Cyclical 6.3%
Energy 3.3%
Consumer Defensive 2.4%
Utilities 1.8%
Real Estate 1.1%