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