Atlantic Family Wealth, LLC Top Holdings and 13F Report (2025) About Atlantic Family Wealth, LLCInvestment ActivityAtlantic Family Wealth, LLC has $84.58 million in total holdings as of December 31, 2024.Atlantic Family Wealth, LLC owns shares of 43 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $28,469,967VictoryShares US Large Cap High Div Volatility Wtd ETF $22,765,634iShares S&P 500 Growth ETF $6,300,260Vanguard Information Technology ETF $4,181,261Pacer US Cash Cows 100 ETF $3,421,297 Sector AllocationMap of 500 Largest Holdings ofAtlantic Family Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$28,469,96748,36233.7%ETFCDLVictoryShares US Large Cap High Div Volatility Wtd ETF$22,765,634348,48626.9%ManufacturingIVWiShares S&P 500 Growth ETF$6,300,26062,0537.4%ETFVGTVanguard Information Technology ETF$4,181,2616,7244.9%ETFCOWZPacer US Cash Cows 100 ETF$3,421,29760,5754.0%ETFCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$2,491,08339,8062.9%ManufacturingAAPLApple$1,942,5777,7572.3%Computer and TechnologyVFLOVictoryShares Free Cash Flow ETF$1,536,43445,0701.8%ETFBRK.BBerkshire Hathaway$1,091,0462,4071.3%FinanceVBKVanguard Small-Cap Growth ETF$939,1473,3531.1%ETFAMZNAmazon.com$678,5743,0930.8%Retail/WholesaleNVDANVIDIA$669,9734,9890.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$599,4651,0220.7%FinanceIEURiShares Core MSCI Europe ETF$579,13810,7280.7%ETFDGROiShares Core Dividend Growth ETF$523,9668,5420.6%ETFBIVVanguard Intermediate-Term Bond ETF$514,6646,8870.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$489,2505,0490.6%FinanceNEOS ETF TRUST$461,70517,7170.5%NASDAQ 100 HDGDVIGVanguard Dividend Appreciation ETF$417,1182,1300.5%ETFGOOGLAlphabet$410,3162200.5%Computer and TechnologyGILDGilead Sciences$370,4044,0100.4%MedicalVZVerizon Communications$360,9909,0270.4%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$357,6863,5930.4%ETFENBEnbridge$322,7657,6070.4%Oils/EnergyBMYBristol-Myers Squibb$320,7525,6710.4%MedicalUSBU.S. Bancorp$289,7546,0580.3%FinanceCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$287,6238,9770.3%ETFCVXChevron$286,2041,9760.3%Oils/EnergyRWLInvesco S&P 500 Revenue ETF$281,2272,8720.3%ETFTTETotalEnergies$277,2425,0870.3%Oils/EnergyXELXcel Energy$273,9964,0580.3%UtilitiesSNYSanofi$261,9375,4310.3%MedicalTRPTC Energy$251,4945,4050.3%Oils/EnergyPMPhilip Morris International$249,2452,0710.3%Consumer StaplesPNCThe PNC Financial Services Group$244,9191,2700.3%FinanceNGGNational Grid$235,0653,9560.3%UtilitiesPEPPepsiCo$231,5871,5230.3%Consumer StaplesJNJJohnson & Johnson$222,1371,5360.3%MedicalTFCTruist Financial$221,5855,1080.3%FinanceDUKDuke Energy$203,7361,8910.2%UtilitiesHBANHuntington Bancshares$203,61912,5150.2%FinancePLDPrologis$201,2531,9040.2%FinanceCOTYCoty$138,17719,8530.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
