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Home > Institutional Investor > Atlantic Edge Private Wealth Management, Llc > Profile

Instuitional Investor - Atlantic Edge Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Atlantic Edge Private Wealth Management, Llc
Portfolio Value $323,139,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 320,194 $19,951,306 6.17%
2.
Ishares Tr - CORE MSCI EAFE
 249,806 $17,556,336 5.43%
3.
Spdr S & P Midcap 400 Etf Trust
 MDY 24,639 $14,033,882 4.34%
4.
Ishares Inc - MSCI EMRG CHN
 235,805 $13,075,382 4.04%
5.
Pimco Etf Trust
 125,451 $12,587,718 3.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)