StockDriftsStockDriftsTop 50 Atlantic Edge Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 6.49% | 290.9K | $26.3M | +2.23%(+6.35K) | $70.89(+37.04%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 5.83% | 469.5K | $23.6M | +6.46%(+28.47K) | $50.69(-0.12%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 5.8% | 234.1K | $23.5M | +26.15%(+48.53K) | $100.23(+0.30%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.81% | 229.0K | $15.5M | +2.18%(+4.88K) | $55.22(+32.44%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.68% | 22.9K | $14.9M | -1.73%(-404) | $506.86(+47.13%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.4% | 22.4K | $13.8M | -0.58%(-130) | $482.48(+38.33%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.37% | 173.9K | $13.7M | +40.45%(+50.09K) | $60.38(+59.23%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.15% | 183.4K | $12.8M | +5.71%(+9.91K) | $57.30(+43.20%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 3.12% | 269.5K | $12.7M | -0.35%(-945) | $46.70(-0.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.89% | 46.2K | $11.7M | -0.01%(-3) | $182.34(+63.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.07% | +37.02% |
| Top 20 Holdings Unweighted | +15.63% | +54.60% |
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