MA

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

13F
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
Last update 2021-11-12 899 Stocks (64 new)
Value $1.47 Bil Turnover 6 %
Countries:
Top Holdings: AAPL(3.70%)SPY(3.35%)VOO(2.67%)VTV(2.56%)QEFA(2.44%)
Summary Stock Picks Current Portfolio
MID ATLANTIC FINANCIAL MANAGEM... Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
385,136
54,497.0
+0.05%
3.700
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SPY
S&P 500 ETF TRUST ETF
115,004
49,353.0
+1.11%
3.350
+0.04%
0.010
+19.57%
+7.72%
643,289.7
 
VOO
Vanguard S&P 500 ETF
99,855
39,383.0
+0.78%
2.670
+0.02%
0.010
+19.59%
+7.78%
660,834.1
 
VTV
Vanguard Value ETF
278,583
37,712.0
+5.20%
2.560
+0.13%
0.040
+10.43%
+6.13%
132,881.1
 
QEFA
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
477,888
35,913.0
+1.44%
2.440
+0.03%
3.890
+8.13%
+18.31%
904.9
 
IWR
iShares Russell Mid-Cap ETF
395,781
30,958.0
+2.03%
2.100
+0.04%
0.100
+17.12%
+6.87%
43,057.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
255,575
29,348.0
+4.35%
1.990
+0.08%
0.030
+1.23%
+3.24%
127,979.5
 
IVV
iShares Core S&P 500 ETF
66,043
28,453.0
-2.68%
1.930
-0.05%
0.010
+19.67%
+7.80%
634,518.9
 
AMZN
Amazon.com Inc
166,740
27,387.0
-1.94%
1.860
-0.04%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
IJR
iShares Core S&P Small-Cap ETF
250,325
27,333.0
+2.06%
1.850
+0.04%
0.040
+16.59%
-2.25%
81,337.5
 

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV's Historical Top Holdings Breakdowns

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV Total Holding History ($B)

To

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV's Asset Allocation

To

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV's Hypothetical Growth since 2021-09-30

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV's Yearly Returns

Year Portfolio % % Excess Gain %

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV's Holdings Heat Map

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MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV's Holdings Bubble Chart

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV News

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