Atlantic Private Wealth, LLC Top Holdings and 13F Report (2023)

About Atlantic Private Wealth, LLC

Investment Activity

Atlantic Private Wealth, LLC has $132.77 million in total holdings as of September 30, 2023.
Atlantic Private Wealth, LLC owns shares of 196 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 4.65% of the portfolio was purchased this quarter.
About 4.56% of the portfolio was sold this quarter.
This quarter, Atlantic Private Wealth, LLC has purchased 187 new stocks and bought additional shares in 46 stocks.
Atlantic Private Wealth, LLC sold shares of 19 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $46,122,865
Vanguard Total Stock Market ETF: $13,862,534
iShares iBonds Dec 2025 Term Treasury ETF: $8,923,009
Vanguard Total International Stock ETF: $6,419,935
Vanguard Extended Market ETF: $5,817,746

Largest New Holdings this Quarter

iShares iBonds Dec 2033 Term Treasury ETF: $523,043 Holding
Innovator U.S. Equity Ultra Buffer ETF - October: $302,616 Holding
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $201,146 Holding
Colgate-Palmolive: $159,365 Holding
Innovator International Developed Power Buffer ETF - October: $90,225 Holding

Largest Purchases this Quarter

iShares iBonds Dec 2025 Term Treasury ETF: 125,012 shares (about $2.92M)
iShares iBonds Dec 2026 Term Treasury ETF: 48,108 shares (about $1.10M)
iShares iBonds Dec 2033 Term Treasury ETF: 22,135 shares (about $523.04K)
Innovator U.S. Equity Ultra Buffer ETF - October: 8,578 shares (about $302.62K)
iShares iBonds Dec 2031 Term Treasury ETF: 10,422 shares (about $206.36K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 834 shares (about $488.79K)
iShares ESG Aware U.S. Aggregate Bond ETF: 5,559 shares (about $258.16K)
Vanguard S&P 500 ETF: 335 shares (about $180.50K)
Vanguard ESG US Stock ETF: 1,354 shares (about $142.02K)
iShares ESG Select Screened S&P 500 ETF: 2,469 shares (about $111.84K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$46,122,865	$488,792 ▼	-1.0%	78,697	34.7%	Finance
VTI Vanguard Total Stock Market ETF	$13,862,534	$3,768 ▲	0.0%	47,833	10.4%	ETF
IBTF iShares iBonds Dec 2025 Term Treasury ETF	$8,923,009	$2,915,282 ▲	48.5%	382,633	6.7%	Manufacturing
VXUS Vanguard Total International Stock ETF	$6,419,935	$18,916 ▲	0.3%	108,942	4.8%	ETF
VXF Vanguard Extended Market ETF	$5,817,746	$44,265 ▼	-0.8%	30,623	4.4%	ETF
ESGV Vanguard ESG US Stock ETF	$4,477,647	$142,021 ▼	-3.1%	42,689	3.4%	ETF
XLE Energy Select Sector SPDR Fund	$4,300,786	$9,508 ▲	0.2%	50,208	3.2%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$3,911,176	$258,160 ▼	-6.2%	84,220	2.9%	ETF
XVV iShares ESG Select Screened S&P 500 ETF	$3,065,345	$111,843 ▼	-3.5%	67,669	2.3%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$2,857,235	$1,097,347 ▲	62.4%	125,262	2.2%	Manufacturing
DMXF iShares ESG Advanced MSCI EAFE ETF	$2,711,630	$194 ▲	0.0%	41,963	2.0%	Manufacturing
IBTM iShares iBonds Dec 2032 Term Treasury ETF	$2,502,222	$16,916 ▲	0.7%	112,713	1.9%	ETF
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$2,013,882	$8,330 ▼	-0.4%	104,928	1.5%	Manufacturing
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$1,851,256	$18,725 ▼	-1.0%	86,806	1.4%	Manufacturing
IVV iShares Core S&P 500 ETF	$1,780,069	$60,631 ▼	-3.3%	3,024	1.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,476,286	$172 ▲	0.0%	25,715	1.1%	ETF
EMXF iShares ESG Advanced MSCI EM ETF	$1,261,271	$75 ▲	0.0%	33,841	0.9%	ETF
IBTL iShares iBonds Dec 2031 Term Treasury ETF	$1,048,052	$206,355 ▲	24.5%	52,932	0.8%	ETF
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$923,721	$25,837 ▼	-2.7%	41,615	0.7%	Manufacturing
SRPT Sarepta Therapeutics	$911,925		0.0%	7,500	0.7%	Medical
COIN Coinbase Global	$801,761		0.0%	3,229	0.6%	Finance
VUG Vanguard Growth ETF	$761,406	$821 ▲	0.1%	1,855	0.6%	ETF
XJR iShares ESG Select Screened S&P Small-Cap ETF	$662,232	$41,459 ▼	-5.9%	16,101	0.5%	ETF
XJH iShares ESG Select Screened S&P Mid-Cap ETF	$646,004	$30,332 ▼	-4.5%	15,441	0.5%	ETF
IXC iShares Global Energy ETF	$540,667		0.0%	14,161	0.4%	ETF
IBTO iShares iBonds Dec 2033 Term Treasury ETF	$523,043	$523,043 ▲	New Holding	22,135	0.4%	ETF
AAPL Apple	$523,014	$80,367 ▲	18.2%	2,089	0.4%	Computer and Technology
TSLA Tesla	$492,321	$2,423 ▼	-0.5%	1,219	0.4%	Auto/Tires/Trucks
HOOD Robinhood Markets	$451,479	$62,709 ▼	-12.2%	12,117	0.3%	Finance
EW Edwards Lifesciences	$437,517		0.0%	5,910	0.3%	Medical
JEPI JPMorgan Equity Premium Income ETF	$405,184		0.0%	7,043	0.3%	ETF
JPIE JPMorgan Income ETF	$354,604		0.0%	7,773	0.3%	ETF
XYLD Global X S&P 500 Covered Call ETF	$350,033		0.0%	8,354	0.3%	ETF
UAUG Innovator U.S. Equity Ultra Buffer ETF - August	$347,103		0.0%	9,775	0.3%	ETF
PUTW WisdomTree PutWrite Strategy Fund	$326,628		0.0%	9,908	0.2%	Finance
Innovator Etfs Trust (eqt Defined PRTCTN ETF 2 YR To July 2025)	$314,523		0.0%	11,326	0.2%	ETF
UOCT Innovator U.S. Equity Ultra Buffer ETF - October	$302,616	$302,616 ▲	New Holding	8,578	0.2%	ETF
VOO Vanguard S&P 500 ETF	$287,725	$180,502 ▼	-38.6%	534	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$252,920		0.0%	5,289	0.2%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$247,864	$1,275 ▲	0.5%	583	0.2%	Finance
MSFT Microsoft	$203,695	$40,064 ▲	24.5%	483	0.2%	Computer and Technology
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$201,146	$201,146 ▲	New Holding	2,200	0.2%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$197,068		0.0%	6,457	0.1%	ETF
GOOG Alphabet	$190,440		0.0%	1,000	0.1%	Computer and Technology
KJAN Innovator U.S. Small Cap Power Buffer ETF - January	$188,169		0.0%	5,038	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$188,109		0.0%	809	0.1%	ETF
IJUL Innovator MSCI EAFE Power Buffer ETF - July	$179,165		0.0%	6,469	0.1%	ETF
VYMI Vanguard International High Dividend Yield ETF	$178,660		0.0%	2,632	0.1%	ETF
IDV iShares International Select Dividend ETF	$166,197		0.0%	6,070	0.1%	ETF
KJUL Innovator U.S. Small Cap Power Buffer ETF - July	$162,393		0.0%	5,517	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$162,349	$104,273 ▼	-39.1%	1,599	0.1%	ETF
CL Colgate-Palmolive	$159,365	$159,365 ▲	New Holding	1,753	0.1%	Consumer Staples
NVDA NVIDIA	$148,397	$6,715 ▼	-4.3%	1,105	0.1%	Computer and Technology
EPD Enterprise Products Partners	$141,120		0.0%	4,500	0.1%	Energy
VBR Vanguard Small-Cap Value ETF	$133,282	$198 ▲	0.1%	673	0.1%	ETF
BX Blackstone	$129,315		0.0%	750	0.1%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$129,001		0.0%	575	0.1%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$124,250		0.0%	1,775	0.1%	ETF
USEP Innovator U.S. Equity Ultra Buffer ETF - September	$123,186		0.0%	3,500	0.1%	ETF
Innovator Etfs Trust (innovator Intl Developed Power Buffer)	$122,484		0.0%	4,875	0.1%	ETF
IWM iShares Russell 2000 ETF	$114,165	$221 ▲	0.2%	517	0.1%	Finance
HON Honeywell International	$106,379	$452 ▲	0.4%	471	0.1%	Multi-Sector Conglomerates
Innovator Etfs Trust (premium Income 30 Barrier ETF October)	$99,463		0.0%	4,166	0.1%	ETF
AVGO Broadcom	$92,736	$5,796 ▼	-5.9%	400	0.1%	Computer and Technology
IOCT Innovator International Developed Power Buffer ETF - October	$90,225	$90,225 ▲	New Holding	3,079	0.1%	ETF
GD General Dynamics	$89,100	$264 ▲	0.3%	338	0.1%	Aerospace
OKE ONEOK	$85,340		0.0%	850	0.1%	Energy
AMZN Amazon.com	$81,174		0.0%	370	0.1%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$81,119		0.0%	202	0.1%	ETF
AWK American Water Works	$80,226	$374 ▲	0.5%	644	0.1%	Utilities
V Visa	$79,010		0.0%	250	0.1%	Business Services
CAT Caterpillar	$77,290	$363 ▲	0.5%	213	0.1%	Industrials
KOCT Innovator U.S. Small Cap Power Buffer ETF - October	$75,783	$75,783 ▲	New Holding	2,479	0.1%	ETF
ARWR Arrowhead Pharmaceuticals	$75,200		0.0%	4,000	0.1%	Medical
VTV Vanguard Value ETF	$71,445		0.0%	422	0.1%	ETF
EJUL Innovator MSCI Emerging Markets Power Buffer ETF - July	$71,208		0.0%	2,887	0.1%	ETF
COST Costco Wholesale	$68,720		0.0%	75	0.1%	Retail/Wholesale
WMT Walmart	$67,763		0.0%	750	0.1%	Retail/Wholesale
Markforged Holding	$67,510		0.0%	21,500	0.1%	Com
Fidelity Wise Origin (bitcoin Fund)	$67,140		0.0%	823	0.1%	ETF
EFG iShares MSCI EAFE Growth ETF	$61,874		0.0%	639	0.0%	ETF
IWD iShares Russell 1000 Value ETF	$55,724		0.0%	301	0.0%	ETF
IBM International Business Machines	$54,958		0.0%	250	0.0%	Computer and Technology
Dominos Pizza Inc	$52,470		0.0%	125	0.0%	Com
CSX CSX	$52,439	$36,304 ▲	225.0%	1,625	0.0%	Transportation
VIG Vanguard Dividend Appreciation ETF	$51,979	$392 ▲	0.8%	265	0.0%	ETF
INTC Intel	$50,326	$27,709 ▲	122.5%	2,510	0.0%	Computer and Technology
LMT Lockheed Martin	$48,594		0.0%	100	0.0%	Aerospace
EFV iShares MSCI EAFE Value ETF	$48,430		0.0%	923	0.0%	ETF
TJX TJX Companies	$48,324		0.0%	400	0.0%	Retail/Wholesale
UBER Uber Technologies	$48,256		0.0%	800	0.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$47,942		0.0%	200	0.0%	Finance
MPLX Mplx	$47,860		0.0%	1,000	0.0%	Energy
IWV iShares Russell 3000 ETF	$46,596	$335 ▲	0.7%	139	0.0%	ETF
AMAT Applied Materials	$44,723		0.0%	275	0.0%	Computer and Technology
DE Deere & Company	$42,370		0.0%	100	0.0%	Industrials
PEP PepsiCo	$41,817	$11,405 ▲	37.5%	275	0.0%	Consumer Staples
HBAN Huntington Bancshares	$40,675		0.0%	2,500	0.0%	Finance
HD Home Depot	$38,899		0.0%	100	0.0%	Retail/Wholesale
GOOGL Alphabet	$37,860		0.0%	200	0.0%	Computer and Technology
TKR Timken	$37,753	$214 ▲	0.6%	529	0.0%	Computer and Technology
ACGL Arch Capital Group	$36,940		0.0%	400	0.0%	Finance
PANW Palo Alto Networks	$36,392	$18,196 ▲	100.0%	200	0.0%	Computer and Technology
BOXX Alpha Architect 1-3 Month Box ETF	$35,731	$13,234 ▲	58.8%	324	0.0%	ETF
BA Boeing	$35,400	$17,700 ▲	100.0%	200	0.0%	Aerospace
CMI Cummins	$34,860		0.0%	100	0.0%	Auto/Tires/Trucks
PG Procter & Gamble	$34,621	$16,892 ▲	95.3%	207	0.0%	Consumer Staples
CB Chubb	$34,538		0.0%	125	0.0%	Finance
CRM Salesforce	$34,102	$669 ▲	2.0%	102	0.0%	Computer and Technology
ABT Abbott Laboratories	$33,933		0.0%	300	0.0%	Medical
STZ Constellation Brands	$33,150		0.0%	150	0.0%	Consumer Staples
ITW Illinois Tool Works	$31,695	$31,695 ▲	New Holding	125	0.0%	Industrials
TFC Truist Financial	$31,017		0.0%	715	0.0%	Finance
VT Vanguard Total World Stock ETF	$30,958	$1,247 ▲	4.2%	1,241	0.0%	ETF
MKC McCormick & Company, Incorporated	$30,496		0.0%	400	0.0%	Consumer Staples
ROST Ross Stores	$30,254		0.0%	200	0.0%	Retail/Wholesale
EOCT Innovator Emerging Markets Power Buffer ETF - October	$29,992	$29,992 ▲	New Holding	1,156	0.0%	ETF
NSC Norfolk Southern	$29,338	$29,338 ▲	New Holding	125	0.0%	Transportation
CVX Chevron	$28,968		0.0%	200	0.0%	Energy
GS The Goldman Sachs Group	$28,631		0.0%	50	0.0%	Finance
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$28,190		0.0%	500	0.0%	ETF
TGI Triumph Group	$27,990		0.0%	1,500	0.0%	Aerospace
DIS Walt Disney	$27,838		0.0%	250	0.0%	Consumer Discretionary
IVE iShares S&P 500 Value ETF	$27,320	$191 ▲	0.7%	143	0.0%	ETF
ILMN Illumina	$26,726		0.0%	200	0.0%	Medical
PFE Pfizer	$26,530		0.0%	1,000	0.0%	Medical
WEC WEC Energy Group	$26,522	$282 ▲	1.1%	282	0.0%	Utilities
MMM 3M	$25,818	$6,455 ▲	33.3%	200	0.0%	Multi-Sector Conglomerates
VMC Vulcan Materials	$25,723		0.0%	100	0.0%	Construction
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$25,105		0.0%	500	0.0%	ETF
ECL Ecolab	$23,432		0.0%	100	0.0%	Basic Materials
RTX RTX	$23,144		0.0%	200	0.0%	Aerospace
DHR Danaher	$22,955		0.0%	100	0.0%	Medical
SYY Sysco	$22,938		0.0%	300	0.0%	Consumer Staples
AEE Ameren	$22,285	$22,285 ▲	New Holding	250	0.0%	Utilities
AME AMETEK	$22,172		0.0%	123	0.0%	Computer and Technology
Palantir	$22,160	$22,160 ▲	New Holding	293	0.0%	Com
ASML ASML	$21,885		0.0%	32	0.0%	Computer and Technology
GLW Corning	$21,384	$21,384 ▲	New Holding	450	0.0%	Computer and Technology
ADI Analog Devices	$21,246		0.0%	100	0.0%	Computer and Technology
VZ Verizon Communications	$20,995	$4,999 ▲	31.3%	525	0.0%	Computer and Technology
UHAL U-Haul	$20,727		0.0%	300	0.0%	Transportation
BFS Saul Centers	$19,400		0.0%	500	0.0%	Finance
APLS Apellis Pharmaceuticals	$19,146		0.0%	600	0.0%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$18,381	$138 ▲	0.8%	267	0.0%	ETF
SBUX Starbucks	$18,250		0.0%	200	0.0%	Retail/Wholesale
VKTX Viking Therapeutics	$18,108	$18,108 ▲	New Holding	450	0.0%	Medical
VV Vanguard Large-Cap ETF	$17,261		0.0%	64	0.0%	ETF
TROW T. Rowe Price Group	$16,964		0.0%	150	0.0%	Finance
Reddit Inc CL A	$16,344		0.0%	100	0.0%	Com
T AT&T	$16,281	$16,281 ▲	New Holding	715	0.0%	Computer and Technology
D Dominion Energy	$16,158		0.0%	300	0.0%	Utilities
WOLF Wolfspeed	$15,578		0.0%	2,339	0.0%	Computer and Technology
KHC Kraft Heinz	$15,355		0.0%	500	0.0%	Consumer Staples
NEE NextEra Energy	$14,338		0.0%	200	0.0%	Utilities
VB Vanguard Small-Cap ETF	$12,735		0.0%	53	0.0%	ETF
STT State Street	$12,269	$12,269 ▲	New Holding	125	0.0%	Finance
K Kellanova	$12,146	$12,146 ▲	New Holding	150	0.0%	Consumer Discretionary
Clene Inc	$11,709		0.0%	2,205	0.0%	Com
MCHP Microchip Technology	$11,470		0.0%	200	0.0%	Computer and Technology
DBRG DigitalBridge Group	$11,280	$11,280 ▲	New Holding	1,000	0.0%	Finance
Put SPY @ $500.0 Exp Jun 20, 2025	$11,100		0.0%	2,000	0.0%	Option
ARVN Arvinas	$11,061		0.0%	577	0.0%	Medical
IJR iShares Core S&P Small-Cap ETF	$10,897	$16,518 ▼	-60.3%	95	0.0%	ETF
CVS CVS Health	$8,978		0.0%	200	0.0%	Medical
NUE Nucor	$8,753	$8,753 ▲	New Holding	75	0.0%	Basic Materials
EHI Western Asset Global High Income Fund	$8,206	$8,206 ▲	New Holding	1,228	0.0%	Financial Services
MDT Medtronic	$7,988		0.0%	100	0.0%	Medical
VGK Vanguard FTSE Europe ETF	$7,743		0.0%	122	0.0%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$7,196	$88 ▲	1.2%	82	0.0%	ETF
VPL Vanguard FTSE Pacific ETF	$7,175		0.0%	101	0.0%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$7,002		0.0%	159	0.0%	ETF
GIS General Mills	$6,377	$6,377 ▲	New Holding	100	0.0%	Consumer Staples
SCHM Schwab U.S. Mid-Cap ETF	$5,981	$4,015 ▲	204.2%	216	0.0%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$5,777	$90 ▲	1.6%	129	0.0%	ETF
MRNA Moderna	$5,655		0.0%	136	0.0%	Medical
KDP Keurig Dr Pepper	$5,621	$5,621 ▲	New Holding	175	0.0%	Consumer Staples
CAG Conagra Brands	$5,550	$5,550 ▲	New Holding	200	0.0%	Consumer Staples
MORN Morningstar	$5,388		0.0%	16	0.0%	Business Services
SNAP Snap	$5,191		0.0%	482	0.0%	Computer and Technology
WAB Westinghouse Air Brake Technologies	$4,929		0.0%	26	0.0%	Transportation
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,887		0.0%	89	0.0%	ETF
RKT Rocket Companies	$4,054	$4,054 ▲	New Holding	360	0.0%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$3,835	$82 ▲	2.2%	47	0.0%	Manufacturing
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,698	$106 ▲	2.9%	35	0.0%	Finance
UPS United Parcel Service	$3,207		0.0%	25	0.0%	Transportation
LLY Eli Lilly and Company	$3,088	$3,088 ▲	New Holding	4	0.0%	Medical
PBF PBF Energy	$2,963	$53 ▲	1.8%	112	0.0%	Energy
EPAC Enerpac Tool Group	$2,383		0.0%	58	0.0%	Industrials
QQQ Invesco QQQ	$2,045		0.0%	4	0.0%	Finance
Put IVV @ $500.0 Exp Jun 20, 2025	$2,012		0.0%	400	0.0%	Option
CRI Carter's	$1,572		0.0%	29	0.0%	Consumer Discretionary
TTWO Take-Two Interactive Software	$1,289	$921 ▲	250.0%	7	0.0%	Consumer Discretionary
MRK Merck & Co., Inc.	$1,252	$96 ▲	8.3%	13	0.0%	Medical
PFF iShares Preferred and Income Securities ETF	$1,129	$31 ▲	2.9%	36	0.0%	ETF
SGMO Sangamo Therapeutics	$1,020	$1,530 ▼	-60.0%	1,000	0.0%	Medical
IBTE iShares iBonds Dec 2024 Term Treasury ETF	$0	$4,183,999 ▼	-100.0%	0	0.0%	Manufacturing
Call VTI @ $235.0 Exp Jan 17, 2025	$0	$79,360 ▼	-100.0%	0	0.0%	Option
IJH iShares Core S&P Mid-Cap ETF	$0	$54,530 ▼	-100.0%	0	0.0%	ETF
RY Royal Bank of Canada	$0	$51,139 ▼	-100.0%	0	0.0%	Finance
Call TSLA @ $175.0 Exp Nov 15, 2024	$0	$35,540 ▼	-100.0%	0	0.0%	Option
Call IVV @ $500.0 Exp Jan 17, 2025	$0	$33,920 ▼	-100.0%	0	0.0%	Option
Call GOOG @ $200.0 Exp Mar 21, 2025	$0	$3,600 ▼	-100.0%	0	0.0%	Option
Put GOOG @ $125.0 Exp Mar 21, 2025	$0	$1,430 ▼	-100.0%	0	0.0%	Option
CRSP CRISPR Therapeutics	$0	$704 ▼	-100.0%	0	0.0%	Medical
NCLH Norwegian Cruise Line	$0	$615 ▼	-100.0%	0	0.0%	Consumer Discretionary
TD Toronto-Dominion Bank	$0	$506 ▼	-100.0%	0	0.0%	Finance
BAC Bank of America	$0	$397 ▼	-100.0%	0	0.0%	Finance
OTLY Oatly Group	$0	$159 ▼	-100.0%	0	0.0%	Consumer Staples
XOM Exxon Mobil	$0	$122 ▼	-100.0%	0	0.0%	Energy
OPEN Opendoor Technologies	$0	$26 ▼	-100.0%	0	0.0%	Business Services

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Atlantic Private Wealth, LLC Top Holdings and 13F Report (2023)

About Atlantic Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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Atlantic Private Wealth, LLC Top Holdings and 13F Report (2023)

About Atlantic Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlantic Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools