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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
IEFAIshares Tr
Recent Activity
Increased 6.75%
6.11%
$20.045M
256,824 shares@ $78.05 avg price
IJHIshares Tr
Recent Activity
Increased 7.32%
5.7%
$18.711M
300,241 shares@ $62.32 avg price
EMXCIshares Inc
Recent Activity
Increased 7.78%
4.51%
$14.805M
242,270 shares@ $61.11 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.23%
4.29%
$14.073M
24,704 shares@ $569.67 avg price
UITBVictory Portfolios Ii
Recent Activity
Increased 5.61%
3.6%
$11.818M
246,564 shares@ $47.93 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 32.56%
3.05%
$9.989M
55,757 shares@ $179.16 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 10.77%
2.78%
$9.101M
190,198 shares@ $47.85 avg price
IVVIshares Tr
Recent Activity
Increased 1.56%
2.62%
$8.598M
14,906 shares@ $576.81 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.19%
1.74%
$5.714M
13,280 shares@ $430.3 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.22%
1.24%
$4.064M
7,099 shares@ $572.45 avg price