| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF (Unit Depositary Receipt) | 8 | Q3 2023 | 40.2% |
| VANGUARD INDEX FDS TOTAL STK MKT | 8 | Q3 2023 | 13.2% |
| Vanguard Total (international Stock Index Fund) | 8 | Q3 2023 | 8.1% |
| VANGUARD INDEX FDS EXTEND MKT ETF | 8 | Q3 2023 | 5.5% |
| SELECT SECTOR SPDR TR ENERGY | 8 | Q3 2023 | 5.0% |
| ISHARES TR ESG AWR US AGRGT | 8 | Q3 2023 | 3.8% |
| VANGUARD WORLD FD ESG US STK ETF | 8 | Q3 2023 | 4.2% |
| ISHARES TR ESG SCRND S&P500 | 8 | Q3 2023 | 2.9% |
| ISHARES TR CORE S&P500 ETF | 8 | Q3 2023 | 3.1% |
| iShares Trust Esg (advanced MSCI EAFE Etf) | 8 | Q3 2023 | 2.7% |
View Atlantic Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-19 |
View Atlantic Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.