ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC Legal Name
Adviser information for ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 737 | $451.8M |
Non-Discretionary | 6 | $2.8M |
Total | 743 | $454.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 92 | $31.1M |
HNW Individuals | 140 | $423.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesCONSULTING |
---|---|
Compensation | % of AUMHourly charges |
Principal Office
1313 RIVER OAKS RDJACKSONVILLE
FL
United States
BY APPOINTMENT ONLY, 9AM - 4PM
Tel: 9048747885, Fax: None
Chief Compliance Officer
MATTHEW COCHRAN
CCO
1313 RIVER OAKS RD
JACKSONVILLE
FL
United States
Tel:
(904) 719-1360
M***@*********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
COCHRAN, MATTHEW, BOYD | Individual | – | MANAGING MEMBER, INVESTMENT ADVISOR REPRESENTATIVE, & CHIEF COMPLIANCE OFFICER | 08/2023 | 25-50% |
Weatherly, KAITLYN, Pandzik | Individual | – | MANAGING MEMBER & INVESTMENT ADVISOR REPRESENTATIVE | 08/2023 | 25-50% |
Albaneze, Jeffery, T | Individual | – | MANAGING MEMBER & INVESTMENT ADVISOR REPRESENTATIVE | 08/2023 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 17K | 170 | Atlantic Edge Private Wealth Management |
ABBOTT LABS | COM | 205K | 2K | Atlantic Edge Private Wealth Management |
ABBVIE INC | COM | 491K | 3K | Atlantic Edge Private Wealth Management |
ACCENTURE PLC IRELAND | SHS CLASS A | 341K | 1K | Atlantic Edge Private Wealth Management |
ADIENT PLC | ORD SHS | 989 | 40 | Atlantic Edge Private Wealth Management |
ADOBE INC | COM | 3M | 5K | Atlantic Edge Private Wealth Management |
ADVANCED ENERGY INDS | COM | 3K | 23 | Atlantic Edge Private Wealth Management |
ADVANCED MICRO DEVICES INC | COM | 39K | 239 | Atlantic Edge Private Wealth Management |
AFLAC INC | COM | 18K | 198 | Atlantic Edge Private Wealth Management |
AGILENT TECHNOLOGIES INC | COM | 5K | 35 | Atlantic Edge Private Wealth Management |
AGNICO EAGLE MINES LTD | COM | 59K | 901 | Atlantic Edge Private Wealth Management |
AKAMAI TECHNOLOGIES INC | COM | 4K | 47 | Atlantic Edge Private Wealth Management |
ALCON AG | ORD SHS | 5K | 60 | Atlantic Edge Private Wealth Management |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 11K | 150 | Atlantic Edge Private Wealth Management |
ALLSTATE CORP | COM | 12K | 75 | Atlantic Edge Private Wealth Management |
ALLY FINL INC | COM | 6K | 150 | Atlantic Edge Private Wealth Management |
ALPHABET INC | CAP STK CL A | 4M | 22K | Atlantic Edge Private Wealth Management |
ALPHABET INC | CAP STK CL C | 404K | 2K | Atlantic Edge Private Wealth Management |
ALPS ETF TR | ALERIAN MLP | 10K | 200 | Atlantic Edge Private Wealth Management |
ALPS ETF TR | EQUAL SEC ETF | 6K | 52 | Atlantic Edge Private Wealth Management |
ALTRIA GROUP INC | COM | 36K | 783 | Atlantic Edge Private Wealth Management |
AMAZON COM INC | COM | 621K | 3K | Atlantic Edge Private Wealth Management |
AMERICAN EXPRESS CO | COM | 87K | 374 | Atlantic Edge Private Wealth Management |
AMERICAN INTL GROUP INC | COM NEW | 5K | 67 | Atlantic Edge Private Wealth Management |
AMERICAN WTR WKS CO INC NEW | COM | 12K | 90 | Atlantic Edge Private Wealth Management |
AMERICOLD REALTY TRUST INC | COM | 14K | 550 | Atlantic Edge Private Wealth Management |
AMERIPRISE FINL INC | COM | 2M | 6K | Atlantic Edge Private Wealth Management |
AMERIS BANCORP | COM | 281K | 6K | Atlantic Edge Private Wealth Management |
AMETEK INC | COM | 6K | 36 | Atlantic Edge Private Wealth Management |
AMGEN INC | COM | 296K | 948 | Atlantic Edge Private Wealth Management |
AMN HEALTHCARE SVCS INC | COM | 923 | 18 | Atlantic Edge Private Wealth Management |
AMPLIFY ETF TR | AMPLIFY ALTERNAT | 1K | 450 | Atlantic Edge Private Wealth Management |
AON PLC | SHS CL A | 4K | 13 | Atlantic Edge Private Wealth Management |
APPLE INC | COM | 10M | 47K | Atlantic Edge Private Wealth Management |
APPLIED MATLS INC | COM | 55K | 231 | Atlantic Edge Private Wealth Management |
APTIV PLC | SHS | 2M | 26K | Atlantic Edge Private Wealth Management |
AQUABOUNTY TECHNOLOGIES INC | COM | 23 | 14 | Atlantic Edge Private Wealth Management |
ARM HOLDINGS PLC | SPONSORED ADS | 205K | 1K | Atlantic Edge Private Wealth Management |
ASBURY AUTOMOTIVE GROUP INC | COM | 28K | 125 | Atlantic Edge Private Wealth Management |
ASTRAZENECA PLC | SPONSORED ADR | 32K | 415 | Atlantic Edge Private Wealth Management |
AT&T INC | COM | 58 | 3 | Atlantic Edge Private Wealth Management |
AUTOZONE INC | COM | 95K | 32 | Atlantic Edge Private Wealth Management |
AVANTOR INC | COM | 1K | 63 | Atlantic Edge Private Wealth Management |
B. RILEY FINANCIAL INC | COM | 4K | 200 | Atlantic Edge Private Wealth Management |
BAKER HUGHES COMPANY | CL A | 5K | 135 | Atlantic Edge Private Wealth Management |
BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 873 | 87 | Atlantic Edge Private Wealth Management |
BANK AMERICA CORP | COM | 2M | 38K | Atlantic Edge Private Wealth Management |
BANK MONTREAL QUE | COM | 420 | 5 | Atlantic Edge Private Wealth Management |
BANK NEW YORK MELLON CORP | COM | 32K | 533 | Atlantic Edge Private Wealth Management |
BARCLAYS PLC | ADR | 2K | 200 | Atlantic Edge Private Wealth Management |
BATH & BODY WORKS INC | COM | 977 | 25 | Atlantic Edge Private Wealth Management |
BECTON DICKINSON & CO | COM | 21K | 90 | Atlantic Edge Private Wealth Management |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 133K | 327 | Atlantic Edge Private Wealth Management |
BHP GROUP LTD | SPONSORED ADS | 11K | 200 | Atlantic Edge Private Wealth Management |
BLACKROCK INC | COM | 9K | 11 | Atlantic Edge Private Wealth Management |
BLOCK INC | CL A | 3K | 50 | Atlantic Edge Private Wealth Management |
BOEING CO | COM | 121K | 664 | Atlantic Edge Private Wealth Management |
BOOKING HOLDINGS INC | COM | 8K | 2 | Atlantic Edge Private Wealth Management |
BOSTON SCIENTIFIC CORP | COM | 12K | 150 | Atlantic Edge Private Wealth Management |
BOXLIGHT CORP | COM CL A NEW | 200 | 326 | Atlantic Edge Private Wealth Management |
BP PLC | SPONSORED ADR | 23K | 650 | Atlantic Edge Private Wealth Management |
BRIGHTHOUSE FINL INC | COM | 2K | 46 | Atlantic Edge Private Wealth Management |
BRISTOL-MYERS SQUIBB CO | COM | 54K | 1K | Atlantic Edge Private Wealth Management |
BRISTOL-MYERS SQUIBB CO | RIGHT 12/30/2030 | 1 | 16 | Atlantic Edge Private Wealth Management |
BRITISH AMERN TOB PLC | SPONSORED ADR | 3K | 100 | Atlantic Edge Private Wealth Management |
BROADCOM INC | COM | 103K | 64 | Atlantic Edge Private Wealth Management |
BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 115 | 3 | Atlantic Edge Private Wealth Management |
BROOKFIELD CORP | CL A LTD VT SH | 499 | 12 | Atlantic Edge Private Wealth Management |
BUTTERFLY NETWORK INC | COM CL A | 421 | 500 | Atlantic Edge Private Wealth Management |
CADENCE DESIGN SYSTEM INC | COM | 33K | 107 | Atlantic Edge Private Wealth Management |
CANADIAN NAT RES LTD | COM | 6K | 160 | Atlantic Edge Private Wealth Management |
CANOO INC | CL A COM NEW | 92 | 43 | Atlantic Edge Private Wealth Management |
CANOPY GROWTH CORP | COM NEW | 162 | 25 | Atlantic Edge Private Wealth Management |
CAPITAL ONE FINL CORP | COM | 10K | 75 | Atlantic Edge Private Wealth Management |
CAPITAL SOUTHWEST CORP | COM | 5K | 200 | Atlantic Edge Private Wealth Management |
CARDINAL HEALTH INC | COM | 10K | 100 | Atlantic Edge Private Wealth Management |
CARETRUST REIT INC | COM | 13K | 512 | Atlantic Edge Private Wealth Management |
CARNIVAL CORP | UNIT 99/99/9999 | 2K | 100 | Atlantic Edge Private Wealth Management |
CARRIER GLOBAL CORPORATION | COM | 194K | 3K | Atlantic Edge Private Wealth Management |
CATERPILLAR INC | COM | 56K | 170 | Atlantic Edge Private Wealth Management |
CDW CORP | COM | 4K | 19 | Atlantic Edge Private Wealth Management |
CELANESE CORP DEL | COM | 588K | 4K | Atlantic Edge Private Wealth Management |
CENCORA INC | COM | 11K | 50 | Atlantic Edge Private Wealth Management |
CF INDS HLDGS INC | COM | 1M | 14K | Atlantic Edge Private Wealth Management |
CHEVRON CORP NEW | COM | 1M | 9K | Atlantic Edge Private Wealth Management |
CHIPOTLE MEXICAN GRILL INC | COM | 22K | 350 | Atlantic Edge Private Wealth Management |
CHORD ENERGY CORPORATION | COM NEW | 3K | 15 | Atlantic Edge Private Wealth Management |
CHURCH & DWIGHT CO INC | COM | 5K | 49 | Atlantic Edge Private Wealth Management |
CISCO SYS INC | COM | 2M | 44K | Atlantic Edge Private Wealth Management |
CITIGROUP INC | COM NEW | 17K | 274 | Atlantic Edge Private Wealth Management |
CLEAN HARBORS INC | COM | 12K | 51 | Atlantic Edge Private Wealth Management |
COCA COLA CO | COM | 81K | 1K | Atlantic Edge Private Wealth Management |
COGNEX CORP | COM | 3K | 73 | Atlantic Edge Private Wealth Management |
COLGATE PALMOLIVE CO | COM | 39K | 400 | Atlantic Edge Private Wealth Management |
COMCAST CORP NEW | CL A | 24K | 620 | Atlantic Edge Private Wealth Management |
CONAGRA BRANDS INC | COM | 2K | 53 | Atlantic Edge Private Wealth Management |
CONOCOPHILLIPS | COM | 937K | 8K | Atlantic Edge Private Wealth Management |
CONSOLIDATED EDISON INC | COM | 33K | 366 | Atlantic Edge Private Wealth Management |
CONSTELLATION BRANDS INC | CL A | 1M | 4K | Atlantic Edge Private Wealth Management |
CONSTELLATION ENERGY CORP | COM | 74K | 371 | Atlantic Edge Private Wealth Management |
CORNING INC | COM | 19K | 487 | Atlantic Edge Private Wealth Management |
COSTAMARE INC | SHS | 13K | 800 | Atlantic Edge Private Wealth Management |
COSTCO WHSL CORP NEW | COM | 115K | 135 | Atlantic Edge Private Wealth Management |
CSX CORP | COM | 197K | 6K | Atlantic Edge Private Wealth Management |
CUMMINS INC | COM | 1M | 5K | Atlantic Edge Private Wealth Management |
CVR PARTNERS LP | COM | 10K | 135 | Atlantic Edge Private Wealth Management |
CVS HEALTH CORP | COM | 794K | 13K | Atlantic Edge Private Wealth Management |
D R HORTON INC | COM | 2M | 16K | Atlantic Edge Private Wealth Management |
DANAHER CORPORATION | COM | 2M | 8K | Atlantic Edge Private Wealth Management |
DARDEN RESTAURANTS INC | COM | 2M | 12K | Atlantic Edge Private Wealth Management |
DBX ETF TR | XTRACK MSCI EMRG | 21K | 838 | Atlantic Edge Private Wealth Management |
DECKERS OUTDOOR CORP | COM | 73K | 75 | Atlantic Edge Private Wealth Management |
DEERE & CO | COM | 309K | 826 | Atlantic Edge Private Wealth Management |
DELL TECHNOLOGIES INC | CL C | 14K | 100 | Atlantic Edge Private Wealth Management |
DELTA AIR LINES INC DEL | COM NEW | 24K | 505 | Atlantic Edge Private Wealth Management |
DEVON ENERGY CORP NEW | COM | 7K | 150 | Atlantic Edge Private Wealth Management |
DIAMONDBACK ENERGY INC | COM | 10K | 50 | Atlantic Edge Private Wealth Management |
DICKS SPORTING GOODS INC | COM | 11K | 50 | Atlantic Edge Private Wealth Management |
DILLARDS INC | CL A | 26K | 60 | Atlantic Edge Private Wealth Management |
DISCOVER FINL SVCS | COM | 7K | 50 | Atlantic Edge Private Wealth Management |
DISNEY WALT CO | COM | 930K | 9K | Atlantic Edge Private Wealth Management |
DOLLAR TREE INC | COM | 2K | 20 | Atlantic Edge Private Wealth Management |
DORIAN LPG LTD | SHS USD | 5K | 120 | Atlantic Edge Private Wealth Management |
DOW INC | COM | 4K | 82 | Atlantic Edge Private Wealth Management |
DREAM FINDERS HOMES INC | COM CL A | 33K | 1K | Atlantic Edge Private Wealth Management |
DT MIDSTREAM INC | COMMON STOCK | 3K | 45 | Atlantic Edge Private Wealth Management |
DTE ENERGY CO | COM | 697K | 6K | Atlantic Edge Private Wealth Management |
DUKE ENERGY CORP NEW | COM NEW | 72K | 717 | Atlantic Edge Private Wealth Management |
DYNAVAX TECHNOLOGIES CORP | COM NEW | 3K | 300 | Atlantic Edge Private Wealth Management |
EATON CORP PLC | SHS | 610K | 2K | Atlantic Edge Private Wealth Management |
EATON VANCE TAX-MANAGED GLOB | COM | 8K | 900 | Atlantic Edge Private Wealth Management |
EBAY INC. | COM | 9K | 172 | Atlantic Edge Private Wealth Management |
EDWARDS LIFESCIENCES CORP | COM | 4K | 45 | Atlantic Edge Private Wealth Management |
ELI LILLY & CO | COM | 1M | 1K | Atlantic Edge Private Wealth Management |
EMBECTA CORP | COMMON STOCK | 225 | 18 | Atlantic Edge Private Wealth Management |
EMERGENT BIOSOLUTIONS INC | COM | 3K | 500 | Atlantic Edge Private Wealth Management |
ENERGY TRANSFER L P | COM UT LTD PTN | 39K | 2K | Atlantic Edge Private Wealth Management |
EPR PPTYS | COM SH BEN INT | 19K | 450 | Atlantic Edge Private Wealth Management |
ETF OPPORTUNITIES TRUST | APPLIED FINA VAL | 2M | 58K | Atlantic Edge Private Wealth Management |
EXTRA SPACE STORAGE INC | COM | 4K | 25 | Atlantic Edge Private Wealth Management |
EXXON MOBIL CORP | COM | 208K | 2K | Atlantic Edge Private Wealth Management |
F&G ANNUITIES & LIFE INC | COMMON STOCK | 2K | 58 | Atlantic Edge Private Wealth Management |
F5 INC | COM | 24K | 140 | Atlantic Edge Private Wealth Management |
FEDEX CORP | COM | 102K | 339 | Atlantic Edge Private Wealth Management |
FERRARI N V | COM | 817 | 2 | Atlantic Edge Private Wealth Management |
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 42K | 858 | Atlantic Edge Private Wealth Management |
FIRST COMWLTH FINL CORP PA | COM | 1K | 100 | Atlantic Edge Private Wealth Management |
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 5K | 25 | Atlantic Edge Private Wealth Management |
FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 244K | 3K | Atlantic Edge Private Wealth Management |
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 11K | 208 | Atlantic Edge Private Wealth Management |
FISERV INC | COM | 3M | 20K | Atlantic Edge Private Wealth Management |
FORD MTR CO DEL | COM | 15K | 1K | Atlantic Edge Private Wealth Management |
FORTIVE CORP | COM | 53K | 711 | Atlantic Edge Private Wealth Management |
FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | 510K | 15K | Atlantic Edge Private Wealth Management |
FREEPORT-MCMORAN INC | CL B | 20K | 412 | Atlantic Edge Private Wealth Management |
FURY GOLD MINES LIMITED | COM | 388 | 1K | Atlantic Edge Private Wealth Management |
GE AEROSPACE | COM NEW | 15K | 93 | Atlantic Edge Private Wealth Management |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 2K | 30 | Atlantic Edge Private Wealth Management |
GE VERNOVA INC | COM | 8K | 47 | Atlantic Edge Private Wealth Management |
GENERAL DYNAMICS CORP | COM | 32K | 110 | Atlantic Edge Private Wealth Management |
GENERAL MLS INC | COM | 3K | 50 | Atlantic Edge Private Wealth Management |
GENERAL MTRS CO | COM | 28K | 600 | Atlantic Edge Private Wealth Management |
GLOBAL MED REIT INC | COM NEW | 2K | 200 | Atlantic Edge Private Wealth Management |
GLOBAL X FDS | GBL X BLOCKCHAIN | 167K | 3K | Atlantic Edge Private Wealth Management |
GLOBAL X FDS | GLOBAL X SILVER | 2K | 70 | Atlantic Edge Private Wealth Management |
GOLDMAN SACHS GROUP INC | COM | 183K | 404 | Atlantic Edge Private Wealth Management |
GRACO INC | COM | 5K | 67 | Atlantic Edge Private Wealth Management |
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 9K | 160 | Atlantic Edge Private Wealth Management |
GSK PLC | SPONSORED ADR | 8K | 200 | Atlantic Edge Private Wealth Management |
HARLEY DAVIDSON INC | COM | 504 | 15 | Atlantic Edge Private Wealth Management |
HARTFORD FINL SVCS GROUP INC | COM | 11K | 111 | Atlantic Edge Private Wealth Management |
HASBRO INC | COM | 50K | 860 | Atlantic Edge Private Wealth Management |
HCA HEALTHCARE INC | COM | 32K | 100 | Atlantic Edge Private Wealth Management |
HEWLETT PACKARD ENTERPRISE C | COM | 20K | 925 | Atlantic Edge Private Wealth Management |
HILTON WORLDWIDE HLDGS INC | COM | 19K | 85 | Atlantic Edge Private Wealth Management |
HOME DEPOT INC | COM | 586K | 2K | Atlantic Edge Private Wealth Management |
HONEYWELL INTL INC | COM | 46K | 216 | Atlantic Edge Private Wealth Management |
HOST HOTELS & RESORTS INC | COM | 1M | 72K | Atlantic Edge Private Wealth Management |
HOWMET AEROSPACE INC | COM | 4K | 48 | Atlantic Edge Private Wealth Management |
HP INC | COM | 2M | 56K | Atlantic Edge Private Wealth Management |
INCYTE CORP | COM | 1M | 22K | Atlantic Edge Private Wealth Management |
INTEL CORP | COM | 2M | 56K | Atlantic Edge Private Wealth Management |
INTERNATIONAL BUSINESS MACHS | COM | 1M | 9K | Atlantic Edge Private Wealth Management |
INTUIT | COM | 6K | 9 | Atlantic Edge Private Wealth Management |
INTUITIVE SURGICAL INC | COM NEW | 23K | 52 | Atlantic Edge Private Wealth Management |
INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 5K | 105 | Atlantic Edge Private Wealth Management |
INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 62K | 600 | Atlantic Edge Private Wealth Management |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 107K | 3K | Atlantic Edge Private Wealth Management |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 17K | 445 | Atlantic Edge Private Wealth Management |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 7M | 42K | Atlantic Edge Private Wealth Management |
INVESCO QQQ TR | UNIT SER 1 | 57K | 119 | Atlantic Edge Private Wealth Management |
ISHARES GOLD TR | ISHARES NEW | 88K | 2K | Atlantic Edge Private Wealth Management |
ISHARES INC | CORE MSCI EMKT | 1M | 20K | Atlantic Edge Private Wealth Management |
ISHARES INC | MSCI EMRG CHN | 13M | 225K | Atlantic Edge Private Wealth Management |
ISHARES SILVER TR | ISHARES | 41K | 2K | Atlantic Edge Private Wealth Management |
ISHARES TR | 0-5YR INVT GR CP | 108K | 2K | Atlantic Edge Private Wealth Management |
ISHARES TR | 1 3 YR TREAS BD | 8K | 96 | Atlantic Edge Private Wealth Management |
ISHARES TR | BROAD USD HIGH | 8K | 227 | Atlantic Edge Private Wealth Management |
ISHARES TR | CORE MSCI EAFE | 17M | 241K | Atlantic Edge Private Wealth Management |
ISHARES TR | CORE S&P MCP ETF | 16M | 280K | Atlantic Edge Private Wealth Management |
ISHARES TR | CORE S&P SCP ETF | 2M | 17K | Atlantic Edge Private Wealth Management |
ISHARES TR | CORE S&P TTL STK | 128K | 1K | Atlantic Edge Private Wealth Management |
ISHARES TR | CORE S&P US VLU | 686K | 8K | Atlantic Edge Private Wealth Management |
ISHARES TR | CORE S&P500 ETF | 8M | 15K | Atlantic Edge Private Wealth Management |
ISHARES TR | CORE US AGGBD ET | 173K | 2K | Atlantic Edge Private Wealth Management |
ISHARES TR | EAFE GRWTH ETF | 99K | 970 | Atlantic Edge Private Wealth Management |
ISHARES TR | EAFE SML CP ETF | 740 | 12 | Atlantic Edge Private Wealth Management |
ISHARES TR | EAFE VALUE ETF | 1M | 24K | Atlantic Edge Private Wealth Management |
ISHARES TR | ESG MSCI USA ETF | 2K | 45 | Atlantic Edge Private Wealth Management |
ISHARES TR | EXPND TEC SC ETF | 20K | 210 | Atlantic Edge Private Wealth Management |
ISHARES TR | ISHS 1-5YR INVS | 419K | 8K | Atlantic Edge Private Wealth Management |
ISHARES TR | JPMORGAN USD EMG | 3K | 31 | Atlantic Edge Private Wealth Management |
ISHARES TR | MSCI ACWI ETF | 8K | 75 | Atlantic Edge Private Wealth Management |
ISHARES TR | MSCI EAFE ETF | 4M | 55K | Atlantic Edge Private Wealth Management |
ISHARES TR | MSCI EMG MKT ETF | 341K | 8K | Atlantic Edge Private Wealth Management |
ISHARES TR | MSCI USA QLT FCT | 10K | 59 | Atlantic Edge Private Wealth Management |
ISHARES TR | NEW YORK MUN ETF | 155K | 3K | Atlantic Edge Private Wealth Management |
ISHARES TR | PFD AND INCM SEC | 2M | 78K | Atlantic Edge Private Wealth Management |
ISHARES TR | RUS 1000 ETF | 19K | 65 | Atlantic Edge Private Wealth Management |
ISHARES TR | RUS 1000 GRW ETF | 3M | 9K | Atlantic Edge Private Wealth Management |
ISHARES TR | RUS 1000 VAL ETF | 10K | 55 | Atlantic Edge Private Wealth Management |
ISHARES TR | RUS 2000 GRW ETF | 15K | 58 | Atlantic Edge Private Wealth Management |
ISHARES TR | RUS 2000 VAL ETF | 23K | 148 | Atlantic Edge Private Wealth Management |
ISHARES TR | RUS MD CP GR ETF | 126K | 1K | Atlantic Edge Private Wealth Management |
ISHARES TR | RUS MID CAP ETF | 291K | 4K | Atlantic Edge Private Wealth Management |
ISHARES TR | RUSSELL 2000 ETF | 309K | 2K | Atlantic Edge Private Wealth Management |
ISHARES TR | S&P 500 GRWT ETF | 1M | 15K | Atlantic Edge Private Wealth Management |
ISHARES TR | S&P 500 VAL ETF | 816K | 4K | Atlantic Edge Private Wealth Management |
ISHARES TR | S&P MC 400GR ETF | 750K | 9K | Atlantic Edge Private Wealth Management |
ISHARES TR | S&P MC 400VL ETF | 824K | 7K | Atlantic Edge Private Wealth Management |
ISHARES TR | S&P SML 600 GWT | 385K | 3K | Atlantic Edge Private Wealth Management |
ISHARES TR | SELECT DIVID ETF | 11K | 90 | Atlantic Edge Private Wealth Management |
ISHARES TR | SHRT NAT MUN ETF | 136K | 1K | Atlantic Edge Private Wealth Management |
ISHARES TR | SP SMCP600VL ETF | 239K | 2K | Atlantic Edge Private Wealth Management |
ISHARES TR | U.S. BAS MTL ETF | 69K | 490 | Atlantic Edge Private Wealth Management |
ISHARES TR | U.S. ENERGY ETF | 55K | 1K | Atlantic Edge Private Wealth Management |
ISHARES TR | U.S. FINLS ETF | 78K | 825 | Atlantic Edge Private Wealth Management |
ISHARES TR | U.S. TECH ETF | 322K | 2K | Atlantic Edge Private Wealth Management |
ISHARES TR | U.S. UTILITS ETF | 151K | 2K | Atlantic Edge Private Wealth Management |
ISHARES TR | US AER DEF ETF | 7K | 50 | Atlantic Edge Private Wealth Management |
ISHARES TR | US CONSM STAPLES | 74K | 1K | Atlantic Edge Private Wealth Management |
ISHARES TR | US CONSUM DISCRE | 47K | 580 | Atlantic Edge Private Wealth Management |
ISHARES TR | US HLTHCARE ETF | 149K | 2K | Atlantic Edge Private Wealth Management |
ISHARES TR | US INDUSTRIALS | 160K | 1K | Atlantic Edge Private Wealth Management |
ISHARES TR | US INFRASTRUC | 4K | 100 | Atlantic Edge Private Wealth Management |
ISHARES TR | US REGNL BKS ETF | 4K | 95 | Atlantic Edge Private Wealth Management |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 57K | 1K | Atlantic Edge Private Wealth Management |
JOHNSON & JOHNSON | COM | 398K | 3K | Atlantic Edge Private Wealth Management |
JPMORGAN CHASE & CO. | COM | 4M | 17K | Atlantic Edge Private Wealth Management |
KEYCORP | COM | 19K | 1K | Atlantic Edge Private Wealth Management |
KEYSIGHT TECHNOLOGIES INC | COM | 6K | 42 | Atlantic Edge Private Wealth Management |
KLA CORP | COM NEW | 6M | 8K | Atlantic Edge Private Wealth Management |
KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 630 | 25 | Atlantic Edge Private Wealth Management |
KRAFT HEINZ CO | COM | 49K | 2K | Atlantic Edge Private Wealth Management |
KROGER CO | COM | 15K | 300 | Atlantic Edge Private Wealth Management |
LAM RESEARCH CORP | COM | 64K | 60 | Atlantic Edge Private Wealth Management |
LAMAR ADVERTISING CO NEW | CL A | 34K | 281 | Atlantic Edge Private Wealth Management |
LENNAR CORP | CL A | 7K | 50 | Atlantic Edge Private Wealth Management |
LI AUTO INC | SPONSORED ADS | 2K | 85 | Atlantic Edge Private Wealth Management |
LINCOLN NATL CORP IND | COM | 16K | 500 | Atlantic Edge Private Wealth Management |
LKQ CORP | COM | 1M | 28K | Atlantic Edge Private Wealth Management |
LOCKHEED MARTIN CORP | COM | 49K | 105 | Atlantic Edge Private Wealth Management |
LOWES COS INC | COM | 2M | 10K | Atlantic Edge Private Wealth Management |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 230K | 2K | Atlantic Edge Private Wealth Management |
MARATHON PETE CORP | COM | 509K | 3K | Atlantic Edge Private Wealth Management |
MARRIOTT INTL INC NEW | CL A | 704K | 3K | Atlantic Edge Private Wealth Management |
MARTIN MARIETTA MATLS INC | COM | 14K | 25 | Atlantic Edge Private Wealth Management |
MARVELL TECHNOLOGY INC | COM | 5K | 73 | Atlantic Edge Private Wealth Management |
MASCO CORP | COM | 5K | 80 | Atlantic Edge Private Wealth Management |
MASTERCARD INCORPORATED | CL A | 2M | 6K | Atlantic Edge Private Wealth Management |
MCCORMICK & CO INC | COM NON VTG | 3K | 49 | Atlantic Edge Private Wealth Management |
MCDONALDS CORP | COM | 33K | 130 | Atlantic Edge Private Wealth Management |
MCKESSON CORP | COM | 3M | 5K | Atlantic Edge Private Wealth Management |
MEDICAL PPTYS TRUST INC | COM | 9K | 2K | Atlantic Edge Private Wealth Management |
MEDTRONIC PLC | SHS | 49K | 628 | Atlantic Edge Private Wealth Management |
MERCK & CO INC | COM | 2M | 13K | Atlantic Edge Private Wealth Management |
META PLATFORMS INC | CL A | 4M | 7K | Atlantic Edge Private Wealth Management |
METLIFE INC | COM | 1M | 15K | Atlantic Edge Private Wealth Management |
METTLER TOLEDO INTERNATIONAL | COM | 3K | 2 | Atlantic Edge Private Wealth Management |
MGM RESORTS INTERNATIONAL | COM | 3K | 75 | Atlantic Edge Private Wealth Management |
MICROCHIP TECHNOLOGY INC. | COM | 2M | 25K | Atlantic Edge Private Wealth Management |
MICROSOFT CORP | COM | 6M | 13K | Atlantic Edge Private Wealth Management |
MODERNA INC | COM | 15K | 130 | Atlantic Edge Private Wealth Management |
MOHAWK INDS INC | COM | 14K | 125 | Atlantic Edge Private Wealth Management |
MONARCH CASINO & RESORT INC | COM | 5K | 75 | Atlantic Edge Private Wealth Management |
MONDELEZ INTL INC | CL A | 130K | 2K | Atlantic Edge Private Wealth Management |
MONSTER BEVERAGE CORP NEW | COM | 12K | 240 | Atlantic Edge Private Wealth Management |
MORGAN STANLEY | COM NEW | 25K | 255 | Atlantic Edge Private Wealth Management |
MOSAIC CO NEW | COM | 7K | 225 | Atlantic Edge Private Wealth Management |
MP MATERIALS CORP | COM CL A | 9K | 700 | Atlantic Edge Private Wealth Management |
MSCI INC | COM | 4K | 9 | Atlantic Edge Private Wealth Management |
NETFLIX INC | COM | 1M | 2K | Atlantic Edge Private Wealth Management |
NEWELL BRANDS INC | COM | 1K | 200 | Atlantic Edge Private Wealth Management |
NEXTERA ENERGY INC | COM | 177K | 2K | Atlantic Edge Private Wealth Management |
NIO INC | SPON ADS | 483 | 116 | Atlantic Edge Private Wealth Management |
NORFOLK SOUTHN CORP | COM | 517K | 2K | Atlantic Edge Private Wealth Management |
NORTHROP GRUMMAN CORP | COM | 41K | 93 | Atlantic Edge Private Wealth Management |
NOVARTIS AG | SPONSORED ADR | 264K | 2K | Atlantic Edge Private Wealth Management |
NOVAVAX INC | COM NEW | 633 | 50 | Atlantic Edge Private Wealth Management |
NOVO-NORDISK A S | ADR | 46K | 325 | Atlantic Edge Private Wealth Management |
NUCOR CORP | COM | 119K | 752 | Atlantic Edge Private Wealth Management |
NVIDIA CORPORATION | COM | 6M | 52K | Atlantic Edge Private Wealth Management |
OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 453 | 11 | Atlantic Edge Private Wealth Management |
OCCIDENTAL PETE CORP | COM | 22K | 350 | Atlantic Edge Private Wealth Management |
OMEGA HEALTHCARE INVS INC | COM | 110K | 3K | Atlantic Edge Private Wealth Management |
ON SEMICONDUCTOR CORP | COM | 3K | 42 | Atlantic Edge Private Wealth Management |
ONEOK INC NEW | COM | 19K | 230 | Atlantic Edge Private Wealth Management |
ORACLE CORP | COM | 220K | 2K | Atlantic Edge Private Wealth Management |
ORGANON & CO | COMMON STOCK | 1K | 50 | Atlantic Edge Private Wealth Management |
OSISKO GOLD ROYALTIES LTD | COM | 14K | 900 | Atlantic Edge Private Wealth Management |
OTIS WORLDWIDE CORP | COM | 100K | 1K | Atlantic Edge Private Wealth Management |
PACCAR INC | COM | 427K | 4K | Atlantic Edge Private Wealth Management |
PALO ALTO NETWORKS INC | COM | 14K | 40 | Atlantic Edge Private Wealth Management |
PEPSICO INC | COM | 15K | 88 | Atlantic Edge Private Wealth Management |
PFIZER INC | COM | 14K | 494 | Atlantic Edge Private Wealth Management |
PHILIP MORRIS INTL INC | COM | 250K | 2K | Atlantic Edge Private Wealth Management |
PHILLIPS 66 | COM | 8K | 60 | Atlantic Edge Private Wealth Management |
PIMCO ETF TR | ENHAN SHRT MA AC | 14M | 138K | Atlantic Edge Private Wealth Management |
PINTEREST INC | CL A | 9K | 200 | Atlantic Edge Private Wealth Management |
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 11K | 600 | Atlantic Edge Private Wealth Management |
PNC FINL SVCS GROUP INC | COM | 96K | 615 | Atlantic Edge Private Wealth Management |
POPULAR INC | COM NEW | 177 | 2 | Atlantic Edge Private Wealth Management |
PPL CORP | COM | 18K | 653 | Atlantic Edge Private Wealth Management |
PRINCIPAL FINANCIAL GROUP IN | COM | 8K | 100 | Atlantic Edge Private Wealth Management |
PROCTER AND GAMBLE CO | COM | 353K | 2K | Atlantic Edge Private Wealth Management |
PROGRESSIVE CORP | COM | 16K | 75 | Atlantic Edge Private Wealth Management |
PRUDENTIAL FINL INC | COM | 306K | 3K | Atlantic Edge Private Wealth Management |
PUBLIC STORAGE OPER CO | COM | 10K | 35 | Atlantic Edge Private Wealth Management |
PUBLIC SVC ENTERPRISE GRP IN | COM | 1M | 15K | Atlantic Edge Private Wealth Management |
PULTE GROUP INC | COM | 13K | 120 | Atlantic Edge Private Wealth Management |
QUALCOMM INC | COM | 20K | 100 | Atlantic Edge Private Wealth Management |
QUANTA SVCS INC | COM | 2M | 8K | Atlantic Edge Private Wealth Management |
RALPH LAUREN CORP | CL A | 4K | 25 | Atlantic Edge Private Wealth Management |
REDWOOD TRUST INC | COM | 3K | 400 | Atlantic Edge Private Wealth Management |
REGENERON PHARMACEUTICALS | COM | 2M | 2K | Atlantic Edge Private Wealth Management |
RENASANT CORP | COM | 34K | 1K | Atlantic Edge Private Wealth Management |
REPLIGEN CORP | COM | 2K | 15 | Atlantic Edge Private Wealth Management |
RESMED INC | COM | 30K | 159 | Atlantic Edge Private Wealth Management |
RITHM CAPITAL CORP | COM NEW | 8K | 700 | Atlantic Edge Private Wealth Management |
RIVIAN AUTOMOTIVE INC | COM CL A | 202 | 15 | Atlantic Edge Private Wealth Management |
ROCKWELL AUTOMATION INC | COM | 4K | 14 | Atlantic Edge Private Wealth Management |
ROPER TECHNOLOGIES INC | COM | 3M | 5K | Atlantic Edge Private Wealth Management |
ROYAL CARIBBEAN GROUP | COM | 16K | 100 | Atlantic Edge Private Wealth Management |
RTX CORPORATION | COM | 521K | 5K | Atlantic Edge Private Wealth Management |
SAFETY INS GROUP INC | COM | 9K | 114 | Atlantic Edge Private Wealth Management |
SANOFI | SPONSORED ADR | 7K | 149 | Atlantic Edge Private Wealth Management |
SCHWAB CHARLES CORP | COM | 20K | 277 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | 1000 INDEX ETF | 1 | 0 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 21K | 792 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 13K | 357 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 16K | 233 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 55 | 1 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 125K | 3K | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 20K | 195 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 22K | 350 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 10K | 131 | Atlantic Edge Private Wealth Management |
SCHWAB STRATEGIC TR | US SML CAP ETF | 29K | 615 | Atlantic Edge Private Wealth Management |
SCIENCE APPLICATIONS INTL CO | COM | 6K | 50 | Atlantic Edge Private Wealth Management |
SCPHARMACEUTICALS INC | COM | 2K | 425 | Atlantic Edge Private Wealth Management |
SEACOAST BKG CORP FLA | COM NEW | 5K | 210 | Atlantic Edge Private Wealth Management |
SELECT SECTOR SPDR TR | ENERGY | 41K | 455 | Atlantic Edge Private Wealth Management |
SELECT SECTOR SPDR TR | FINANCIAL | 47K | 1K | Atlantic Edge Private Wealth Management |
SELECT SECTOR SPDR TR | INDL | 6K | 50 | Atlantic Edge Private Wealth Management |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 66K | 360 | Atlantic Edge Private Wealth Management |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 55K | 715 | Atlantic Edge Private Wealth Management |
SELECT SECTOR SPDR TR | SBI MATERIALS | 201K | 2K | Atlantic Edge Private Wealth Management |
SELECT SECTOR SPDR TR | TECHNOLOGY | 362K | 2K | Atlantic Edge Private Wealth Management |
SEMPRA | COM | 199K | 3K | Atlantic Edge Private Wealth Management |
SERVISFIRST BANCSHARES INC | COM | 2K | 34 | Atlantic Edge Private Wealth Management |
SFL CORPORATION LTD | SHS | 8K | 550 | Atlantic Edge Private Wealth Management |
SHELL PLC | SPON ADS | 94K | 1K | Atlantic Edge Private Wealth Management |
SHERWIN WILLIAMS CO | COM | 56K | 189 | Atlantic Edge Private Wealth Management |
SIMON PPTY GROUP INC NEW | COM | 205K | 1K | Atlantic Edge Private Wealth Management |
SINOVAC BIOTECH LTD | SHS | 0 | 1K | Atlantic Edge Private Wealth Management |
SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 6K | 150 | Atlantic Edge Private Wealth Management |
SOLVENTUM CORP | COM SHS | 899 | 17 | Atlantic Edge Private Wealth Management |
SONOS INC | COM | 148 | 10 | Atlantic Edge Private Wealth Management |
SOUTHERN COPPER CORP | COM | 5K | 50 | Atlantic Edge Private Wealth Management |
SOUTHWEST AIRLS CO | COM | 19K | 675 | Atlantic Edge Private Wealth Management |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 4K | 10 | Atlantic Edge Private Wealth Management |
SPDR GOLD TR | GOLD SHS | 152K | 705 | Atlantic Edge Private Wealth Management |
SPDR S&P 500 ETF TR | TR UNIT | 2M | 3K | Atlantic Edge Private Wealth Management |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 13M | 25K | Atlantic Edge Private Wealth Management |
SPDR SER TR | NUVEEN BLMBRG SH | 951K | 20K | Atlantic Edge Private Wealth Management |
SPDR SER TR | PORTFOLIO INTRMD | 2K | 62 | Atlantic Edge Private Wealth Management |
SPDR SER TR | S&P BK ETF | 1K | 25 | Atlantic Edge Private Wealth Management |
SPDR SER TR | S&P OILGAS EXP | 15K | 100 | Atlantic Edge Private Wealth Management |
SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 18K | 800 | Atlantic Edge Private Wealth Management |
STARBUCKS CORP | COM | 4K | 50 | Atlantic Edge Private Wealth Management |
STATE STR CORP | COM | 236K | 3K | Atlantic Edge Private Wealth Management |
STERIS PLC | SHS USD | 4K | 20 | Atlantic Edge Private Wealth Management |
STRYKER CORPORATION | COM | 2M | 5K | Atlantic Edge Private Wealth Management |
SUNCOR ENERGY INC NEW | COM | 8K | 200 | Atlantic Edge Private Wealth Management |
SYNCHRONY FINANCIAL | COM | 9K | 200 | Atlantic Edge Private Wealth Management |
SYNOVUS FINL CORP | COM NEW | 1K | 25 | Atlantic Edge Private Wealth Management |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 25K | 145 | Atlantic Edge Private Wealth Management |
TARGET CORP | COM | 2M | 14K | Atlantic Edge Private Wealth Management |
TEGNA INC | COM | 2K | 109 | Atlantic Edge Private Wealth Management |
TESLA INC | COM | 47K | 237 | Atlantic Edge Private Wealth Management |
TEXAS INSTRS INC | COM | 213K | 1K | Atlantic Edge Private Wealth Management |
THERMO FISHER SCIENTIFIC INC | COM | 3M | 5K | Atlantic Edge Private Wealth Management |
TJX COS INC NEW | COM | 9K | 81 | Atlantic Edge Private Wealth Management |
TOLL BROTHERS INC | COM | 40K | 350 | Atlantic Edge Private Wealth Management |
TOTALENERGIES SE | SPONSORED ADS | 5K | 75 | Atlantic Edge Private Wealth Management |
TRAVELERS COMPANIES INC | COM | 2M | 9K | Atlantic Edge Private Wealth Management |
TRIPLEPOINT VENTURE GROWTH B | COM | 3K | 400 | Atlantic Edge Private Wealth Management |
TRUIST FINL CORP | COM | 84K | 2K | Atlantic Edge Private Wealth Management |
TRUMP MEDIA & TECHNOLOGY GRO | COM | 33 | 1 | Atlantic Edge Private Wealth Management |
TYLER TECHNOLOGIES INC | COM | 6K | 11 | Atlantic Edge Private Wealth Management |
TYSON FOODS INC | CL A | 592K | 10K | Atlantic Edge Private Wealth Management |
UBER TECHNOLOGIES INC | COM | 727 | 10 | Atlantic Edge Private Wealth Management |
UBIQUITI INC | COM | 1K | 10 | Atlantic Edge Private Wealth Management |
UGI CORP NEW | COM | 19K | 830 | Atlantic Edge Private Wealth Management |
ULTA BEAUTY INC | COM | 5K | 13 | Atlantic Edge Private Wealth Management |
UNILEVER PLC | SPON ADR NEW | 170K | 3K | Atlantic Edge Private Wealth Management |
UNION PAC CORP | COM | 1M | 6K | Atlantic Edge Private Wealth Management |
UNITED PARCEL SERVICE INC | CL B | 14K | 100 | Atlantic Edge Private Wealth Management |
UNITED RENTALS INC | COM | 2M | 3K | Atlantic Edge Private Wealth Management |
UNITEDHEALTH GROUP INC | COM | 159K | 312 | Atlantic Edge Private Wealth Management |
UNUM GROUP | COM | 26K | 500 | Atlantic Edge Private Wealth Management |
UPBOUND GROUP INC | COM | 18K | 600 | Atlantic Edge Private Wealth Management |
US BANCORP DEL | COM NEW | 50K | 1K | Atlantic Edge Private Wealth Management |
VALERO ENERGY CORP | COM | 1M | 7K | Atlantic Edge Private Wealth Management |
VANECK ETF TRUST | FALLEN ANGEL HG | 11M | 385K | Atlantic Edge Private Wealth Management |
VANECK ETF TRUST | GOLD MINERS ETF | 35K | 1K | Atlantic Edge Private Wealth Management |
VANECK ETF TRUST | INTRMDT MUNI ETF | 1 | 0 | Atlantic Edge Private Wealth Management |
VANECK ETF TRUST | MORTGAGE REIT | 7K | 600 | Atlantic Edge Private Wealth Management |
VANGUARD BD INDEX FDS | LONG TERM BOND | 633 | 9 | Atlantic Edge Private Wealth Management |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 3K | 44 | Atlantic Edge Private Wealth Management |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 196K | 3K | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | GROWTH ETF | 1M | 3K | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 7K | 31 | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 11K | 73 | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | MID CAP ETF | 54K | 222 | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | REAL ESTATE ETF | 212K | 3K | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 3K | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | SM CP VAL ETF | 14K | 79 | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | SMALL CP ETF | 27K | 124 | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | SML CP GRW ETF | 2K | 6 | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | TOTAL STK MKT | 683K | 3K | Atlantic Edge Private Wealth Management |
VANGUARD INDEX FDS | VALUE ETF | 105K | 653 | Atlantic Edge Private Wealth Management |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 13K | 227 | Atlantic Edge Private Wealth Management |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 8M | 172K | Atlantic Edge Private Wealth Management |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 16K | 325 | Atlantic Edge Private Wealth Management |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 17K | 291 | Atlantic Edge Private Wealth Management |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 43K | 735 | Atlantic Edge Private Wealth Management |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 10M | 132K | Atlantic Edge Private Wealth Management |
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 8K | 100 | Atlantic Edge Private Wealth Management |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 8K | Atlantic Edge Private Wealth Management |
VANGUARD STAR FDS | VG TL INTL STK F | 21K | 355 | Atlantic Edge Private Wealth Management |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1M | 28K | Atlantic Edge Private Wealth Management |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 8K | 70 | Atlantic Edge Private Wealth Management |
VANGUARD WORLD FD | COMM SRVC ETF | 305K | 2K | Atlantic Edge Private Wealth Management |
VANGUARD WORLD FD | CONSUM STP ETF | 46K | 225 | Atlantic Edge Private Wealth Management |
VANGUARD WORLD FD | ESG US STK ETF | 64K | 665 | Atlantic Edge Private Wealth Management |
VANGUARD WORLD FD | FINANCIALS ETF | 52K | 525 | Atlantic Edge Private Wealth Management |
VANGUARD WORLD FD | HEALTH CAR ETF | 151K | 567 | Atlantic Edge Private Wealth Management |
VANGUARD WORLD FD | MATERIALS ETF | 26K | 135 | Atlantic Edge Private Wealth Management |
VANGUARD WORLD FD | UTILITIES ETF | 67K | 450 | Atlantic Edge Private Wealth Management |
VECTOR GROUP LTD | COM | 6K | 600 | Atlantic Edge Private Wealth Management |
VENTAS INC | COM | 2K | 31 | Atlantic Edge Private Wealth Management |
VERALTO CORP | COM SHS | 234K | 2K | Atlantic Edge Private Wealth Management |
VERIZON COMMUNICATIONS INC | COM | 939K | 23K | Atlantic Edge Private Wealth Management |
VERTEX PHARMACEUTICALS INC | COM | 35K | 75 | Atlantic Edge Private Wealth Management |
VIATRIS INC | COM | 734 | 69 | Atlantic Edge Private Wealth Management |
VICTORIAS SECRET AND CO | COMMON STOCK | 884 | 50 | Atlantic Edge Private Wealth Management |
VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 11M | 233K | Atlantic Edge Private Wealth Management |
VIRTU FINL INC | CL A | 2K | 100 | Atlantic Edge Private Wealth Management |
VISA INC | COM CL A | 211K | 805 | Atlantic Edge Private Wealth Management |
VODAFONE GROUP PLC NEW | SPONSORED ADR | 3K | 300 | Atlantic Edge Private Wealth Management |
VULCAN MATLS CO | COM | 64K | 258 | Atlantic Edge Private Wealth Management |
WABTEC | COM | 2M | 11K | Atlantic Edge Private Wealth Management |
WALMART INC | COM | 154K | 2K | Atlantic Edge Private Wealth Management |
WELLS FARGO CO NEW | COM | 9K | 150 | Atlantic Edge Private Wealth Management |
WELLTOWER INC | COM | 17K | 166 | Atlantic Edge Private Wealth Management |
WESTERN UN CO | COM | 367 | 30 | Atlantic Edge Private Wealth Management |
WILLAMETTE VY VINEYARD INC | COM | 393 | 100 | Atlantic Edge Private Wealth Management |
WISDOMTREE TR | EUROPE HEDGED EQ | 136K | 3K | Atlantic Edge Private Wealth Management |
WISDOMTREE TR | US MIDCAP FUND | 3K | 45 | Atlantic Edge Private Wealth Management |
WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 678 | 36 | Atlantic Edge Private Wealth Management |
WW INTL INC | COM | 351 | 300 | Atlantic Edge Private Wealth Management |
WYNN RESORTS LTD | COM | 4K | 50 | Atlantic Edge Private Wealth Management |
YEXT INC | COM | 134 | 25 | Atlantic Edge Private Wealth Management |
YUM BRANDS INC | COM | 17K | 130 | Atlantic Edge Private Wealth Management |
ZIONS BANCORPORATION N A | COM | 4K | 92 | Atlantic Edge Private Wealth Management |
ZOETIS INC | CL A | 5K | 29 | Atlantic Edge Private Wealth Management |