ATLANTIC FAMILY WEALTH LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| IVV | ISHARES CORE S&P 500 ETF | 50,412 | +2,050 | +4.24% | $594.24 | 26.05% | 0.00% | 28,326,840 | 2025-03-31 | ||||||
| CDL | VICTORYSHARES US LARGE CAP HIGH DIV VOLATILITY WTD ETF | 359,068 | +10,582 | +3.04% | $67.71 | 22.62% | 0.00% | 24,592,438 | 2025-03-31 | ||||||
| CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | 370,569 | +330,763 | +830.94% | $64.34 | 22.36% | 0.00% | 24,316,799 | 2025-03-31 | ||||||
| IVW | ISHARES S&P 500 GROWTH ETF | 63,208 | +1,155 | +1.86% | $99.72 | 5.40% | 0.01% | 5,867,625 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 6,797 | +73 | +1.09% | $615.20 | 3.39% | 0.01% | 3,686,798 | 2025-03-31 | ||||||
| COWZ | PACER US CASH COWS 100 ETF | 62,550 | +1,975 | +3.26% | $58.58 | 3.15% | 0.00% | 3,425,249 | 2025-03-31 | ||||||
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | 55,532 | +10,462 | +23.21% | $34.90 | 1.75% | 0.00% | 1,903,645 | 2025-03-31 | ||||||
| AAPL | APPLE | 7,776 | +19 | +0.24% | $235.62 | 1.59% | 0.00% | 1,727,405 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,490 | +83 | +3.45% | $463.13 | 1.22% | 0.00% | 1,326,125 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 3,580 | +227 | +6.77% | $283.66 | 0.83% | 0.01% | 901,430 | 2025-03-31 | ||||||
| IEUR | ISHARES CORE MSCI EUROPE ETF | 10,588 | -140 | -1.30% | $57.26 | 0.59% | 0.01% | 636,915 | 2025-03-31 | ||||||
| AMZN | AMAZON | 3,314 | +221 | +7.15% | $205.33 | 0.58% | 0.00% | 630,522 | 2025-03-31 | ||||||
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 7,541 | +654 | +9.50% | $75.92 | 0.53% | 0.00% | 577,417 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,022 | 0 | 0.00% | $588.23 | 0.53% | 0.00% | 572,174 | 2025-03-31 | ||||||
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 18,482 | +9,505 | +105.88% | $32.77 | 0.52% | 0.00% | 569,062 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 5,178 | +189 | +3.79% | $136.73 | 0.52% | 0.00% | 561,192 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 5,555 | +506 | +10.02% | $98.43 | 0.51% | 0.00% | 549,501 | 2025-03-31 | ||||||
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 8,542 | 0 | 0.00% | $62.89 | 0.49% | 0.00% | 527,725 | 2025-03-31 | ||||||
| QQQH | NEOS Nasdaq Income ETF | 8,858 | +8,858 | Open | $50.58 | 0.40% | 0.00% | 432,447 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 9,354 | +327 | +3.62% | $42.05 | 0.39% | 0.00% | 424,297 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 2,130 | 0 | 0.00% | $199.75 | 0.38% | 0.00% | 413,198 | 2025-03-31 | ||||||
| ENB | ENBRIDGE | 8,292 | +685 | +9.00% | $42.08 | 0.34% | 0.00% | 367,418 | 2025-03-31 | ||||||
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 3,593 | 0 | 0.00% | $104.61 | 0.34% | 0.00% | 367,135 | 2025-03-31 | ||||||
| BMY | BRISTOL MYERS SQUIBB | 5,921 | +250 | +4.41% | $56.07 | 0.33% | 0.00% | 361,122 | 2025-03-31 | ||||||
| GILD | GILEAD SCIENCES | 3,213 | -797 | -19.88% | $90.35 | 0.33% | 0.00% | 360,017 | 2025-03-31 | ||||||
| CVX | CHEVRON | 2,080 | +104 | +5.26% | $152.88 | 0.32% | 0.00% | 347,963 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 2,145 | +74 | +3.57% | $126.98 | 0.31% | 0.00% | 340,476 | 2025-03-31 | ||||||
| NGG | NATIONAL GRID | 5,051 | +1,095 | +27.68% | $62.70 | 0.30% | 0.00% | 331,396 | 2025-03-31 | ||||||
| SNY | SANOFI | 5,777 | +346 | +6.37% | $50.75 | 0.29% | 0.00% | 320,393 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 1,456 | +1,456 | Open | $194.86 | 0.28% | 0.00% | 305,061 | 2025-03-31 | ||||||
| XEL | XCEL ENERGY | 4,271 | +213 | +5.25% | $66.90 | 0.28% | 0.00% | 302,345 | 2025-03-31 | ||||||
| RWL | OPPENHEIMER S&P 500 REVENUE ETF | 2,872 | 0 | 0.00% | $100.21 | 0.26% | 0.01% | 285,305 | 2025-03-31 | ||||||
| USB | US BANCORP | 6,312 | +254 | +4.19% | $49.14 | 0.25% | 0.00% | 266,493 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 1,603 | +67 | +4.36% | $154.23 | 0.24% | 0.00% | 265,841 | 2025-03-31 | ||||||
| AMGN | AMGEN | 801 | +801 | Open | $295.01 | 0.23% | 0.00% | 249,552 | 2025-03-31 | ||||||
| DUK | DUKE ENERGY | 2,015 | +124 | +6.56% | $113.22 | 0.23% | 0.00% | 245,770 | 2025-03-31 | ||||||
| PNC | PNC FINANCIAL SERVICES GROUP | 1,343 | +73 | +5.75% | $196.80 | 0.22% | 0.00% | 236,059 | 2025-03-31 | ||||||
| PEP | PEPSICO | 1,574 | +51 | +3.35% | $162.57 | 0.22% | 0.00% | 236,005 | 2025-03-31 | ||||||
| PLD | PROLOGIS | 2,046 | +142 | +7.46% | $114.62 | 0.21% | 0.00% | 228,722 | 2025-03-31 | ||||||
| AEP | AMERICAN ELECTRIC POWER CO | 2,030 | +2,030 | Open | $101.68 | 0.20% | 0.00% | 221,818 | 2025-03-31 | ||||||
| TFC | TRUIST FINANCIAL | 5,338 | +230 | +4.50% | $44.78 | 0.20% | 0.00% | 219,658 | 2025-03-31 | ||||||
| LYB | LYONDELLBASELL INDUSTRIES NV | 2,996 | +2,996 | Open | $74.90 | 0.19% | 0.00% | 210,918 | 2025-03-31 | ||||||
| TRP | TC ENERGY | 4,318 | -1,087 | -20.11% | $47.08 | 0.19% | 0.00% | 203,853 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 707 | +707 | Open | $265.34 | 0.19% | 0.00% | 203,715 | 2025-03-31 | ||||||
| HBAN | HUNTINGTON BANCSHARES | 13,082 | +567 | +4.53% | $16.45 | 0.18% | 0.00% | 196,361 | 2025-03-31 | ||||||
| AMCR | AMCOR | 10,388 | +10,388 | Open | $9.87 | 0.09% | 0.00% | 100,763 | 2025-03-31 | ||||||
| NUSI | NATIONWIDE NASDAQ-100 RISK-MANAGED INCOME ETF | 0 | -8,859 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 0 | -220 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| TTE | TOTALENERGIES SE | 0 | -5,087 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| COTY | COTY | 0 | -19,853 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||