Atlantic Private Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Chapel Hill, NC
CIK
0001893143
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 106 111,961 SPY, VTI, VXUS, VXF 13F-HR 2/9/2024 000185520524000006
Q3 2023 113 99,031 SPY, VTI, VXUS, XLE 13F-HR 11/9/2023 000189314323000005
Q2 2023 106 98,344 SPY, VTI, VXUS, VXF 13F-HR 8/11/2023 000189314323000004
Q1 2023 95 95,169 SPY, VTI, VXUS, VXF 13F-HR 5/12/2023 000189314323000003
Q4 2022 40 92,976 SPY, VTI, VXUS, XLE 13F-HR 2/13/2023 000189314323000001
Q3 2022 41 89,155 SPY, VTI, VXUS, VGSH 13F-HR 11/7/2022 000189314322000005
Q2 2022 38 97,367 SPY, VTI, VGSH, VXUS 13F-HR 7/6/2022 000189314322000004
Q1 2022 41 105,782 SPY, VTI, VXUS, VGSH 13F-HR 5/5/2022 000189314322000003
Q4 2021 41 113,753 SPY, VTI, VXUS, VXF 13F-HR 1/19/2022 000189314322000001