Atlantic Family Wealth, LLC Top Holdings and 13F Report (2025) About Atlantic Family Wealth, LLCInvestment ActivityAtlantic Family Wealth, LLC has $108.74 million in total holdings as of March 31, 2025.Atlantic Family Wealth, LLC owns shares of 46 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 24.62% of the portfolio was purchased this quarter.About 1.32% of the portfolio was sold this quarter.This quarter, Atlantic Family Wealth, LLC has purchased 43 new stocks and bought additional shares in 31 stocks.Atlantic Family Wealth, LLC sold shares of 3 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $28,326,840VictoryShares US Large Cap High Div Volatility Wtd ETF $24,592,438VictoryShares US EQ Income Enhanced Volatility Wtd ETF $24,316,799iShares S&P 500 Growth ETF $5,867,625Vanguard Information Technology ETF $3,686,798 Largest New Holdings this Quarter 78433H576 - NEOS ETF TRUST $432,447 Holding00287Y109 - AbbVie $305,061 Holding031162100 - Amgen $249,552 Holding025537101 - American Electric Power $221,818 HoldingN53745100 - LyondellBasell Industries $210,918 Holding Largest Purchases this Quarter VictoryShares US EQ Income Enhanced Volatility Wtd ETF 330,763 shares (about $21.70M)iShares Core S&P 500 ETF 2,050 shares (about $1.15M)VictoryShares US Large Cap High Div Volatility Wtd ETF 10,582 shares (about $724.76K)NEOS ETF TRUST 8,858 shares (about $432.45K)VictoryShares Free Cash Flow ETF 10,462 shares (about $358.64K) Largest Sales this Quarter Gilead Sciences 797 shares (about $89.30K)TC Energy 1,087 shares (about $51.32K)iShares Core MSCI Europe ETF 140 shares (about $8.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtlantic Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$28,326,840$1,151,909 ▲4.2%50,41226.0%ETFCDLVictoryShares US Large Cap High Div Volatility Wtd ETF$24,592,438$724,757 ▲3.0%359,06822.6%ManufacturingCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$24,316,799$21,704,723 ▲830.9%370,56922.4%ManufacturingIVWiShares S&P 500 Growth ETF$5,867,625$107,219 ▲1.9%63,2085.4%ETFVGTVanguard Information Technology ETF$3,686,798$39,596 ▲1.1%6,7973.4%ETFCOWZPacer US Cash Cows 100 ETF$3,425,249$108,151 ▲3.3%62,5503.1%ETFVFLOVictoryShares Free Cash Flow ETF$1,903,645$358,639 ▲23.2%55,5321.8%ETFAAPLApple$1,727,405$4,221 ▲0.2%7,7761.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,326,125$44,204 ▲3.4%2,4901.2%FinanceVBKVanguard Small-Cap Growth ETF$901,430$57,158 ▲6.8%3,5800.8%ETFIEURiShares Core MSCI Europe ETF$636,915$8,422 ▼-1.3%10,5880.6%ETFAMZNAmazon.com$630,522$42,047 ▲7.1%3,3140.6%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$577,417$50,077 ▲9.5%7,5410.5%ETFSPYSPDR S&P 500 ETF Trust$572,1740.0%1,0220.5%FinanceCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$569,062$292,660 ▲105.9%18,4820.5%ETFNVDANVIDIA$561,192$20,484 ▲3.8%5,1780.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$549,501$50,054 ▲10.0%5,5550.5%FinanceDGROiShares Core Dividend Growth ETF$527,7250.0%8,5420.5%ETFNEOS ETF TRUST$432,447$432,447 ▲New Holding8,8580.4%NASDAQ 100 HDGDVZVerizon Communications$424,297$14,833 ▲3.6%9,3540.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$413,1980.0%2,1300.4%ETFENBEnbridge$367,418$30,352 ▲9.0%8,2920.3%EnergyNOBLProShares S&P 500 Aristocrats ETF$367,1350.0%3,5930.3%ETFBMYBristol-Myers Squibb$361,122$15,248 ▲4.4%5,9210.3%MedicalGILDGilead Sciences$360,017$89,304 ▼-19.9%3,2130.3%MedicalCVXChevron$347,963$17,398 ▲5.3%2,0800.3%EnergyPMPhilip Morris International$340,476$11,746 ▲3.6%2,1450.3%Consumer StaplesNGGNational Grid$331,396$71,843 ▲27.7%5,0510.3%UtilitiesSNYSanofi$320,393$19,189 ▲6.4%5,7770.3%MedicalABBVAbbVie$305,061$305,061 ▲New Holding1,4560.3%MedicalXELXcel Energy$302,345$15,078 ▲5.2%4,2710.3%UtilitiesRWLInvesco S&P 500 Revenue ETF$285,3050.0%2,8720.3%ETFUSBU.S. Bancorp$266,493$10,724 ▲4.2%6,3120.2%FinanceJNJJohnson & Johnson$265,841$11,111 ▲4.4%1,6030.2%MedicalAMGNAmgen$249,552$249,552 ▲New Holding8010.2%MedicalDUKDuke Energy$245,770$15,124 ▲6.6%2,0150.2%UtilitiesPNCThe PNC Financial Services Group$236,059$12,831 ▲5.7%1,3430.2%FinancePEPPepsiCo$236,005$7,647 ▲3.3%1,5740.2%Consumer StaplesPLDPrologis$228,722$15,874 ▲7.5%2,0460.2%FinanceAEPAmerican Electric Power$221,818$221,818 ▲New Holding2,0300.2%UtilitiesTFCTruist Financial$219,658$9,464 ▲4.5%5,3380.2%FinanceLYBLyondellBasell Industries$210,918$210,918 ▲New Holding2,9960.2%Basic MaterialsTRPTC Energy$203,853$51,317 ▼-20.1%4,3180.2%EnergyGLDSPDR Gold Shares$203,715$203,715 ▲New Holding7070.2%FinanceHBANHuntington Bancshares$196,361$8,511 ▲4.5%13,0820.2%FinanceAMCRAmcor$100,763$100,763 ▲New Holding10,3880.1%IndustrialsNEOS ETF TRUST$0$461,705 ▼-100.0%00.0%NASDAQ 100 HDGDGOOGLAlphabet$0$410,316 ▼-100.0%00.0%Computer and TechnologyTTETotalEnergies$0$277,242 ▼-100.0%00.0%EnergyCOTYCoty$0$138,177 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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