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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
SYKStryker Corporation
Recent Activity
Increased 1.92%
0.62%
$2.017M
5,584 shares@ $361.25 avg price
IBMInternational Business Machs
Recent Activity
Increased 4.68%
0.61%
$1.99M
9,000 shares@ $221.08 avg price
DRIDarden Restaurants Inc
Recent Activity
Increased 3.62%
0.61%
$1.982M
12,074 shares@ $164.14 avg price
WABWabtec
Recent Activity
Increased 0.89%
0.6%
$1.966M
10,814 shares@ $181.77 avg price
IEMGIshares Inc
Recent Activity
Increased 56.84%
0.56%
$1.827M
31,817 shares@ $57.42 avg price
CMICummins Inc
Recent Activity
Increased 2.42%
0.55%
$1.782M
5,503 shares@ $323.78 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Increased 1.51%
0.54%
$1.769M
1,683 shares@ $1051.25 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.02%
0.51%
$1.661M
8,385 shares@ $198.06 avg price
UNPUnion Pac Corp
Recent Activity
Increased 4.58%
0.49%
$1.606M
6,517 shares@ $246.47 avg price
BACBank America Corp
Recent Activity
Increased 1.39%
0.48%
$1.548M
39,002 shares@ $39.68 avg price