CIK 2011145
Atlantic Edge Private Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
575
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 575
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 12K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 15K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC | 9K | $1M+ | SH |
| UNP | UNION PAC CORP | 6K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 7K | $1M+ | SH |
| INCY | INCYTE CORP | 15K | $1M+ | SH |
| NFLX | NETFLIX INC | 15K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 3K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 8K | $1M+ | SH |
| MRK | MERCK & CO INC | 12K | $1M+ | SH |
| MET | METLIFE INC | 16K | $1M+ | SH |
| DIS | DISNEY WALT CO | 11K | $1M+ | SH |
| EFV | ISHARES TR | 17K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 1K | $1M+ | SH |
| IUSV | ISHARES TR | 11K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 7K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| FISV | FISERV INC | 15K | $1M+ | SH |
| ADBE | ADOBE INC | 3K | $500K+ | SH |
| STZ | CONSTELLATION BRANDS INC | 7K | $500K+ | SH |
| IVE | ISHARES TR | 5K | $500K+ | SH |
| IJJ | ISHARES TR | 7K | $500K+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 22K | $500K+ | SH |
| IJK | ISHARES TR | 9K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 8K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 9K | $500K+ | SH |
| LKQ | LKQ CORP | 24K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| KDP | KEURIG DR PEPPER INC | 23K | $500K+ | SH |
| SHM | SPDR SERIES TRUST | 14K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| INGR | INGREDION INC | 4K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 532 | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| IJT | ISHARES TR | 3K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| PCAR | PACCAR INC | 4K | $100K–$500K | SH |
| ABCB | AMERIS BANCORP | 6K | $100K–$500K | SH |