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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
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$19,256
213 shares@ $90.41 avg price
LHXL3harris Technologies Inc
Recent Activity
New Position
0.01%
$19,030
80 shares@ $237.88 avg price
APDAir Prods & Chems Inc
Recent Activity
New Position
0.01%
$18,460
62 shares@ $297.75 avg price
COINCoinbase Global Inc
Recent Activity
New Position
0.01%
$17,817
100 shares@ $178.17 avg price
PAYXPaychex Inc
Recent Activity
New Position
0.01%
$16,908
126 shares@ $134.2 avg price
GWWGrainger W W Inc
Recent Activity
New Position
0.01%
$16,621
16 shares@ $1038.82 avg price
SPGIS&p Global Inc
Recent Activity
New Position
0.01%
$16,532
32 shares@ $516.63 avg price
CBChubb Limited
Recent Activity
New Position
0.01%
$16,150
56 shares@ $288.4 avg price
FDSFactset Resh Sys Inc
Recent Activity
New Position
0.01%
$14,716
32 shares@ $459.88 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.01%
$13,344
122 shares@ $109.38 avg price