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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
CSXCsx Corp
Recent Activity
Decreased -34.04%
0.05%
$133,804
3,875 shares@ $34.54 avg price
AGGIshares Tr
Recent Activity
Decreased -27.14%
0.05%
$131,541
1,299 shares@ $101.27 avg price
VHTVanguard World Fd
Recent Activity
Decreased -23.28%
0.04%
$122,757
435 shares@ $282.2 avg price
BABoeing Co
Recent Activity
Decreased -3.01%
0.03%
$97,914
644 shares@ $152.05 avg price
EFGIshares Tr
Recent Activity
Decreased -11.34%
0.03%
$92,579
860 shares@ $107.65 avg price
SLQDIshares Tr
Recent Activity
Decreased -40.9%
0.02%
$65,559
1,300 shares@ $50.43 avg price
CFCf Inds Hldgs Inc
Recent Activity
Decreased -95.8%
0.02%
$48,906
570 shares@ $85.8 avg price
USBUs Bancorp Del
Recent Activity
Decreased -48%
0.01%
$29,725
650 shares@ $45.74 avg price
CATCaterpillar Inc
Recent Activity
Decreased -61.76%
0.01%
$25,423
65 shares@ $391.13 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -3.22%
0.01%
$25,062
600 shares@ $41.77 avg price