Atlantic Edge Private Wealth Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 6, 2024
Value $: $329M
Signature - Title: Matthew Cochran - Partner
Location: Jacksonville, FL
Summary: This page shows a list of all the recent 13F filings made by Atlantic Edge Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atlantic Edge Private Wealth Management, LLC reported 494 stock holdings with total value $329M as of Q3 2024. Top holdings included IEFA, IJH, EMXC, MDY, and MINT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	494	$329M	+$22.8M	-$9.68M	+$13.1M	IEFA, IJH, EMXC, MDY, MINT	13F-HR	11/6/2024, 09:25 AM
Q2 2024	483	$299M	+$19.9M	-$6.09M	+$13.8M	IEFA, IJH, MINT, EMXC, MDY	13F-HR	7/26/2024, 10:55 AM
Q1 2024	487	$291M	+$45.5M	-$7.86M	+$37.6M	IJH, IEFA, MINT, MDY, VCSH	13F-HR	5/8/2024, 11:15 AM
Q4 2023	468	$246M	$0	$0		IJH, IEFA, MINT, MDY, VCSH	13F-HR	2/8/2024, 04:32 PM