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Matthew Cochran

@Atlantic Edge Private Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$328.526MTotal holdings496
Assets growth rate9.75%Assets growth rate (2-Q avg)6.35%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlantic Edge Private Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 496 positions.

Assets under management

The assets under management (AUM) of Atlantic Edge Private Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 328.526M in assets, with a quarterly growth rate of 9.75% and a 2-quarter average growth rate of 6.35%. The portfolio is managed by Matthew Cochran, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MINTPimco Etf Tr
Recent Activity
Decreased -10.57%
3.79%
$12.439M
123,537 shares@ $100.69 avg price
ANGLVaneck Etf Trust
Recent Activity
Decreased -3.07%
3.34%
$10.963M
372,750 shares@ $29.41 avg price
AAPLApple Inc
Recent Activity
Decreased -1.12%
3.33%
$10.93M
46,908 shares@ $233.01 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -6.28%
3%
$9.828M
123,749 shares@ $79.43 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.14%
1.84%
$6.024M
49,605 shares@ $121.45 avg price
KLACKla Corp
Recent Activity
Decreased -0.19%
1.78%
$5.821M
7,517 shares@ $774.38 avg price
EFAIshares Tr
Recent Activity
Decreased -5.92%
1.33%
$4.341M
51,910 shares@ $83.64 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.96%
0.84%
$2.75M
5,569 shares@ $493.76 avg price
PFFIshares Tr
Recent Activity
Decreased -4.49%
0.75%
$2.463M
74,126 shares@ $33.24 avg price
IJRIshares Tr
Recent Activity
Decreased -13.87%
0.52%
$1.694M
14,481 shares@ $116.96 avg price