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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
KDPKeurig Dr Pepper Inc
Recent Activity
New Position
0.53%
$1.712M
45,683 shares@ $37.49 avg price
INGRIngredion Inc
Recent Activity
New Position
0.03%
$72,151
525 shares@ $137.44 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.02%
$64,626
630 shares@ $102.59 avg price
ADIAnalog Devices Inc
Recent Activity
New Position
0.02%
$33,375
145 shares@ $230.18 avg price
TLHIshares Tr
Recent Activity
New Position
0.01%
$31,706
290 shares@ $109.34 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$25,850
320 shares@ $80.79 avg price
ITWIllinois Tool Wks Inc
Recent Activity
New Position
0.01%
$24,373
93 shares@ $262.08 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.01%
$23,799
86 shares@ $276.74 avg price
LINLinde Plc
Recent Activity
New Position
0.01%
$22,890
48 shares@ $476.88 avg price
IUSGIshares Tr
Recent Activity
New Position
0.01%
$21,766
165 shares@ $131.92 avg price