StockDriftsStockDriftsTop 50 Atlantic Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 28.11% | 66.1K | $43.0M | -2.54%(-1.72K) | $451.06(+65.12%) | 2026-03-31 | |
| VTI | Vanguard Idx Fund | 10.85% | 51.7K | $16.6M | -0.87%(-452) | $239.24(+54.14%) | 2026-03-31 | |
| VXUS | Vanguard Total (international Stock Index Fund) | 4.97% | 98.6K | $7.6M | -0.57%(-566) | $61.68(+37.56%) | 2026-03-31 | |
| IBTP | iShares iBonds Dec 2034 Term Treasury ETF | 3.87% | 231.2K | $5.9M | -1.52%(-3.56K) | $25.55(-1.11%) | 2026-03-31 | |
| VXF | Vanguard Extended (markets Index Fund) | 3.79% | 28.1K | $5.8M | -0.38%(-107) | $181.18(+34.26%) | 2026-03-31 | |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | 3.64% | 242.8K | $5.6M | -5.10%(-13.05K) | $22.87(-0.17%) | 2026-03-31 | |
| IBTM | iShares iBonds Dec 2032 Term Treasury ETF | 3.52% | 234.6K | $5.4M | +6.19%(+13.69K) | $22.85(-0.99%) | 2026-03-31 | |
| ESGV | Vanguard World FD (esg US STK Etf) | 3.16% | 43.1K | $4.8M | +1.56%(+662) | $79.56(+65.78%) | 2026-03-31 | |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | 3.07% | 209.4K | $4.7M | +6.95%(+13.61K) | $22.39(-0.31%) | 2026-03-31 | |
| EAGG | iShares TR Esg Awr (us Agrgt) | 2.93% | 94.4K | $4.5M | +14.42%(+11.89K) | $51.39(-8.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.36% | +41.84% |
| Top 20 Holdings Unweighted | +7.29% | +23.50% |
Sign up free to track Atlantic Private Wealth, LLC, compare funds side by side, and get alerts the moment positions change.