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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.3%
1.14%
$3.744M
17,756 shares@ $210.86 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.89%
1.14%
$3.729M
22,483 shares@ $165.86 avg price
FIFiserv Inc
Recent Activity
Increased 0.59%
1.08%
$3.541M
19,710 shares@ $179.66 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 8818.83%
1.07%
$3.498M
21,316 shares@ $164.08 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 13501.38%
1.05%
$3.425M
19,722 shares@ $173.68 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 2.23%
0.96%
$3.122M
5,047 shares@ $618.59 avg price
DHID R Horton Inc
Recent Activity
Increased 2.5%
0.93%
$3.053M
16,006 shares@ $190.77 avg price
ADBEAdobe Inc
Recent Activity
Increased 0.94%
0.85%
$2.787M
5,383 shares@ $517.79 avg price
MCKMckesson Corp
Recent Activity
Increased 1.38%
0.84%
$2.738M
5,537 shares@ $494.41 avg price
URIUnited Rentals Inc
Recent Activity
Increased 1.67%
0.83%
$2.726M
3,366 shares@ $809.81 avg price