| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 5.8% |
| ISHARES TR | 3 | Q2 2024 | 5.5% |
| PIMCO ETF TR | 3 | Q2 2024 | 5.4% |
| SPDR S&P MIDCAP 400 ETF TR | 3 | Q2 2024 | 5.1% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 4.9% |
| ISHARES INC | 3 | Q2 2024 | 4.4% |
| VANECK ETF TRUST | 3 | Q2 2024 | 3.6% |
| APPLE INC | 3 | Q2 2024 | 3.3% |
| ISHARES TR | 3 | Q2 2024 | 2.8% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 2.4% |
View Atlantic Edge Private Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-08 |
View Atlantic Edge Private Wealth Management, 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.