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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
XLVSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$12,476
81 shares@ $154.03 avg price
WECWec Energy Group Inc
Recent Activity
New Position
0.01%
$11,061
115 shares@ $96.19 avg price
LNGCheniere Energy Inc
Recent Activity
New Position
0.01%
$10,791
60 shares@ $179.85 avg price
INGIng Groep N.v.
Recent Activity
New Position
0.01%
$7,264
400 shares@ $18.16 avg price
AGNCAgnc Invt Corp
Recent Activity
New Position
0.01%
$5,230
500 shares@ $10.46 avg price
FLSFlowserve Corp
Recent Activity
New Position
0.01%
$5,169
100 shares@ $51.69 avg price
NWGNatwest Group Plc
Recent Activity
New Position
0.01%
$2,808
300 shares@ $9.36 avg price
KSSKohls Corp
Recent Activity
New Position
0.01%
$2,110
100 shares@ $21.1 avg price
TSLTEtf Opportunities Trust
Recent Activity
New Position
0.01%
$1,892
100 shares@ $18.92 avg price
LECOLincoln Elec Hldgs Inc
Recent Activity
New Position
0.01%
$961
5 shares@ $192.2 avg price