ATLANTIC FAMILY WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 3K | $1.56M |
 | XOM | 3K | $299.13K |
 | PLD | 3K | $302.10K |
 | PEP | 2K | $321.47K |
 | AEP | 2K | $224.89K |
 | DUK | 2K | $246.14K |
 | JNJ | 2K | $355.26K |
 | BMO | 2K | $248.39K |
 | PNC | 2K | $355.24K |
 | ABBV | 2K | $402.65K |
 | AMGN | 1K | $296.87K |
 | GOOG | 987 | $240.38K |
 | TSLA | 568 | $252.60K |
 | MSFT | 480 | $248.72K |
 | META | 344 | $252.63K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.56M
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$299.13K
Prologis, Inc.
PLD
Shares Held
3K
Value
$302.10K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$321.47K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$224.89K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$246.14K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$355.26K
Bank of Montreal
BMO
Shares Held
2K
Value
$248.39K
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$355.24K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$402.65K
Amgen Inc.
AMGN
Shares Held
1K
Value
$296.87K
Alphabet Inc.
GOOG
Shares Held
987
Value
$240.38K
Tesla, Inc.
TSLA
Shares Held
568
Value
$252.60K
Microsoft Corporation
MSFT
Shares Held
480
Value
$248.72K
Meta Platforms, Inc.
META
Shares Held
344
Value
$252.63K