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Atlantic Private Wealth, LLC

All holdings · as of Dec 31, 2025

389 positions

CompanyClassValueShares% of portfolio
Meta Platforms Inc$27.7K420.0%
MCCORMICK & CO INC$27.2K4000.0%
ANALOG DEVICES INC$27.1K1000.0%
Salesforce Inc$26.5K1000.0%
ECOLAB INC.$26.3K1000.0%
PFIZER INC$26.0K1,0430.0%
STARBUCKS CORP$25.3K3000.0%
AMETEK Inc$25.3K1230.0%
Apellis Pharmaceuticals, Inc.$25.1K1,0000.0%
First TR Exchange Traded FD IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF$24.6K5000.0%
DANAHER CORP /DE$24.0K1050.0%
3M CO$24.0K1500.0%
SYSCO CORP$22.8K3100.0%
Spire Global, Inc.SPIRCommon Stock$22.5K3,0000.0%
The Boeing Company$21.7K1000.0%
SPDR Portfolio S&P (500 Etf)$21.7K2700.0%
Healthcare Realty Trust Inc$21.6K1,2770.0%
PROCTER & GAMBLE Co$21.5K1500.0%
CONSTELLATION BRANDS, INC.$20.7K1500.0%
iShares Trust Core (msci EAFE Etf)$20.2K2260.0%
KIMBERLY CLARK CORP$20.2K2000.0%
Vanguard Large-Cap (index Fund)$20.1K640.0%
SoFi Technologies, Inc.$19.6K7500.0%
CSX CORP$18.9K5200.0%
iShares U.S. Small (cap Equity Factor Etf)$18.7K2500.0%
Viking Therapeutics Inc$17.6K5000.0%
NEXTERA ENERGY INC$17.3K2150.0%
CVS HEALTH Corp$16.7K2100.0%
VERIZON COMMUNICATIONS INC$16.3K4000.0%
Innovator Etfs Trust (international De)$15.9K4920.0%
SAUL CENTERS, INC.$15.8K5000.0%
T Rowe Price Group Inc$15.4K1500.0%
Palantir Technologies Inc$15.3K860.0%
Banco Santander S.A.$14.8K1,2650.0%
Netflix Inc$13.8K1470.0%
iShares Inc Core (msci Emerging MKTS Etf)$13.8K2050.0%
Clene Inc.CLNNCommon Stock$12.9K2,2050.0%
MICROCHIP TECHNOLOGY INC$12.7K2000.0%
Iron Mountain Inc$12.5K1510.0%
iShares Core S&P (small-Cap E)$12.5K1040.0%
Hewlett Packard Enterprise Co$12.0K5000.0%
Vanguard Intl Equity (index FDS FTSE Europe Etf)$10.2K1220.0%
iShares Short Treasury Bond ETF$10.2K920.0%
Medtronic plc$9.6K1000.0%
Innovator Etfs Trust (us Small Cap PWR)$9.5K3710.0%
Vanguard Intl Equity (index FDS FTSE Pacific Etf)$9.1K1010.0%
Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)$8.5K1590.0%
DigitalBridge Group, Inc.$7.7K5040.0%
CAPITAL ONE FINANCIAL CORP$7.6K310.0%
iShares MSCI UAE ETF$7.5K860.0%
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