Matthew Cochran

@Atlantic Edge Private Wealth Management, Llc

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$328.526M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
3899⤦Grayscale Bitcoin Mini Tr Bt Recent Activity New Position	0.01%	$901 160 shares@ $5.64 avg price	New Position
SCHKSchwab Strategic Tr Recent Activity New Position	0.01%	$1 0 shares@ $0.0 avg price	New Position
ITMVaneck Etf Trust Recent Activity New Position	0.01%	$1 0 shares@ $0.0 avg price	New Position