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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
AMPAmeriprise Finl Inc
Recent Activity
Increased 1.36%
0.81%
$2.644M
5,628 shares@ $469.79 avg price
ROPRoper Technologies Inc
Recent Activity
Increased 2.18%
0.8%
$2.61M
4,690 shares@ $556.48 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 2.24%
0.78%
$2.561M
8,590 shares@ $298.14 avg price
VSLUEtf Opportunities Trust
Recent Activity
Increased 18.34%
0.76%
$2.466M
68,516 shares@ $36.0 avg price
PFFIshares Tr
Recent Activity
Decreased -4.49%
0.75%
$2.463M
74,126 shares@ $33.24 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 3.06%
0.74%
$2.428M
45,624 shares@ $53.23 avg price
DHRDanaher Corporation
Recent Activity
Increased 2.88%
0.73%
$2.385M
8,579 shares@ $278.04 avg price
TGTTarget Corp
Recent Activity
Increased 2.41%
0.69%
$2.253M
14,456 shares@ $155.87 avg price
HPQHp Inc
Recent Activity
Increased 3.73%
0.64%
$2.093M
58,351 shares@ $35.88 avg price
TRVTravelers Companies Inc
Recent Activity
Increased 3.19%
0.64%
$2.083M
8,898 shares@ $234.13 avg price