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Mid Atlantic Financial Management

Latest statistics and disclosures from Mid Atlantic Financial Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, VOO, VTV, QEFA, and represent 14.91% of Mid Atlantic Financial Management's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$5.4M), TIP, GNR, EBND, GHYG, First Tr Exchange-traded, GOOGL, VTV, IHI, BKLN.
Started 68 new stock positions in Pioneer Natural Resources, PSF, GGT, ICLR, Ideanomics, AZO, IHD, IGR, IDE, OHI.
Reduced shares in these 10 stocks: AAPL (-$8.1M), IEMG, EEMV, GOVT, , RTX, BLV, General Electric Company, , MTUM.
Sold out of its positions in ADX, IBUY, AFT, BIDU, BMRN, TECH, BOOT, EAT, CGO, PRTS.
Mid Atlantic Financial Management was a net buyer of stock by $20M.
Mid Atlantic Financial Management has $1.5B in assets under management (AUM), dropping by 3.54%.
Central Index Key (CIK): 0000746504

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Portfolio Holdings for Mid Atlantic Financial Management

Mid Atlantic Financial Management holds 906 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Mid Atlantic Financial Management has 906 total positions. Only the first 250 positions are shown.

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Download the Mid Atlantic Financial Management September 2021 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.7	$55M	-12%	385k	141.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.6	$54M		125k	429.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$39M		100k	394.40	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$38M	+5%	279k	135.37	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	2.4	$36M		478k	75.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.1	$31M	+2%	396k	78.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$29M	+4%	256k	114.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$29M	-2%	66k	430.83	View chart
Amazon (AMZN)	1.8	$27M		8.3k	3284.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$27M	+2%	250k	109.19	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$25M	+5%	468k	53.24	View chart
Microsoft Corporation (MSFT)	1.5	$23M		81k	281.92	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$18M	+3%	286k	64.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$18M		51k	357.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.0	$15M	+7%	198k	73.25	View chart
Tesla Motors (TSLA)	1.0	$14M		18k	775.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$12M	+2%	40k	290.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$11M	+21%	4.2k	2673.46	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.7	$11M	+2%	410k	26.86	View chart
Trimtabs Etf Tr Donoghue Frlns (DFNV)	0.7	$11M	-4%	367k	29.01	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$9.0M	+10%	88k	101.78	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$8.9M	+9%	81k	110.06	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$8.8M	+7%	171k	51.65	View chart
Trimtabs Etf Tr Donoghue Forlins (DFHY)	0.6	$8.8M		353k	24.88	View chart
Johnson & Johnson (JNJ)	0.6	$8.5M		52k	161.50	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.6	$8.4M	+5%	211k	40.08	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.5	$8.1M	+10%	269k	30.10	View chart
Trimtabs Etf Tr Us Free Cash Flw (TTAC)	0.5	$7.9M	-5%	146k	54.05	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$7.8M	-21%	294k	26.53	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$7.8M		129k	60.06	View chart
Procter & Gamble Company (PG)	0.5	$7.5M		54k	139.80	View chart
JPMorgan Chase & Co. (JPM)	0.5	$7.5M	+6%	46k	163.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$7.4M		34k	218.66	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$7.0M	-5%	218k	32.31	View chart
NVIDIA Corporation (NVDA)	0.5	$7.0M	+345%	34k	207.16	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.5	$7.0M		59k	117.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$6.7M		26k	263.06	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$6.7M	+100%	52k	127.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$6.7M	+4%	43k	153.60	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$6.6M	+9%	67k	98.46	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	0.4	$6.4M	-2%	127k	50.49	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$6.3M		59k	108.14	View chart
Pfizer (PFE)	0.4	$6.3M	+2%	147k	43.01	View chart
Visa Com Cl A (V)	0.4	$6.3M		28k	222.76	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.4	$6.3M		123k	51.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$6.2M	-2%	23k	272.94	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$6.1M	+2%	87k	71.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$6.1M		75k	81.94	View chart
UnitedHealth (UNH)	0.4	$6.1M		16k	390.72	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$6.0M		45k	133.02	View chart
Facebook Cl A (META)	0.4	$5.9M		17k	339.39	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$5.9M	+2%	56k	105.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$5.9M	+11%	79k	74.26	View chart
Home Depot (HD)	0.4	$5.7M	-2%	17k	328.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$5.5M	+13%	23k	236.77	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.4	$5.5M		127k	43.46	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$5.5M	-2%	91k	60.10	View chart
Trimtabs Etf Tr Intl Fre Csh Flw (TTAI)	0.4	$5.4M		154k	35.26	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$5.4M	-35%	87k	61.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$5.1M	-8%	94k	54.64	View chart
Paypal Holdings (PYPL)	0.3	$5.1M	+9%	20k	260.23	View chart
Walt Disney Company (DIS)	0.3	$5.1M	+3%	30k	169.19	View chart
Pepsi (PEP)	0.3	$4.8M	+4%	32k	150.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.7M	-10%	1.8k	2665.91	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$4.6M		118k	39.12	View chart
Cisco Systems (CSCO)	0.3	$4.6M		84k	54.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$4.5M	+11%	55k	82.40	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$4.5M	-10%	31k	144.32	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$4.5M	-6%	19k	241.73	View chart
Bank of America Corporation (BAC)	0.3	$4.5M		106k	42.45	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$4.4M	-2%	59k	75.34	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.4M	+5%	75k	58.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$4.3M		20k	218.75	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$4.2M	-3%	87k	48.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$4.2M	+10%	84k	50.01	View chart
Verizon Communications (VZ)	0.3	$4.2M	-3%	78k	54.01	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$4.2M	-7%	35k	118.64	View chart
At&t (T)	0.3	$4.0M		146k	27.01	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$3.8M	+11%	43k	88.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.8M	+12%	24k	156.49	View chart
Nextera Energy (NEE)	0.3	$3.8M		48k	78.51	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$3.7M	+22%	97k	38.81	View chart
Chevron Corporation (CVX)	0.2	$3.7M	+4%	36k	101.45	View chart
Bristol Myers Squibb (BMY)	0.2	$3.7M		62k	59.18	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	0.2	$3.7M	-10%	32k	115.22	View chart
Wal-Mart Stores (WMT)	0.2	$3.7M	+2%	26k	139.38	View chart
McDonald's Corporation (MCD)	0.2	$3.7M	+5%	15k	241.09	View chart
Union Pacific Corporation (UNP)	0.2	$3.6M		19k	195.99	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.2	$3.6M	+4%	76k	47.52	View chart
Costco Wholesale Corporation (COST)	0.2	$3.6M	-2%	8.0k	449.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.6M	-2%	108k	33.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$3.6M	+28%	34k	106.47	View chart
Merck & Co (MRK)	0.2	$3.5M		47k	75.10	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$3.5M	-11%	90k	39.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M	+12%	21k	169.25	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$3.5M	+8%	25k	139.59	View chart
Abbott Laboratories (ABT)	0.2	$3.4M	+2%	29k	118.14	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$3.3M	+8%	14k	236.34	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$3.3M	-5%	52k	63.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.2M	+9%	12k	280.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$3.2M	+4%	63k	50.85	View chart
Intel Corporation (INTC)	0.2	$3.2M	+5%	60k	53.28	View chart
Abbvie (ABBV)	0.2	$3.1M	+9%	29k	107.86	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$3.1M	-9%	58k	53.69	View chart
Shopify Cl A (SHOP)	0.2	$3.1M	+3%	2.3k	1355.64	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$3.1M	+10%	99k	31.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.1M	+28%	30k	103.36	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$3.0M		42k	70.87	View chart
Philip Morris International (PM)	0.2	$2.9M		31k	94.81	View chart
Oracle Corporation (ORCL)	0.2	$2.9M		33k	87.12	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.8M	-2%	12k	234.80	View chart
Caterpillar (CAT)	0.2	$2.8M	-2%	15k	191.95	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$2.8M	NEW	54k	51.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.8M	-5%	24k	116.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.8M		38k	73.51	View chart
Honeywell International (HON)	0.2	$2.8M		13k	212.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.8M	+4%	37k	73.91	View chart
Netflix (NFLX)	0.2	$2.7M	+4%	4.4k	610.37	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.7M	-2%	7.8k	347.69	View chart
Target Corporation (TGT)	0.2	$2.7M	+4%	12k	228.76	View chart
World Gold Tr Spdr Gld Minis	0.2	$2.7M		153k	17.46	View chart
Spdr Ser Tr Blombrg Brc Emrg (EBND)	0.2	$2.7M	NEW	105k	25.30	View chart
Eli Lilly & Co. (LLY)	0.2	$2.6M		11k	231.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$2.5M	-3%	44k	56.97	View chart
Broadcom (AVGO)	0.2	$2.4M	+71%	5.0k	485.03	View chart
Altria (MO)	0.2	$2.4M	-2%	52k	45.52	View chart
CVS Caremark Corporation (CVS)	0.2	$2.4M		28k	84.86	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$2.3M	-3%	37k	63.80	View chart
Ishares Us Intl Hgh Yld (GHYG)	0.2	$2.3M	NEW	47k	50.05	View chart
Medtronic SHS (MDT)	0.2	$2.3M		19k	125.36	View chart
Advanced Micro Devices (AMD)	0.2	$2.3M		22k	102.91	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$2.3M	-4%	146k	15.46	View chart
International Business Machines (IBM)	0.1	$2.2M	-5%	16k	138.91	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.2M	-6%	6.4k	345.09	View chart
Amgen (AMGN)	0.1	$2.2M		10k	212.65	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.1M		3.7k	575.64	View chart
Nike CL B (NKE)	0.1	$2.1M	+13%	15k	145.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.1M		7.6k	274.04	View chart
First Tr Exchange-traded Dj Internt Idx	0.1	$2.1M	NEW	8.8k	235.89	View chart
Danaher Corporation (DHR)	0.1	$2.1M	+5%	6.8k	304.37	View chart
Cincinnati Financial Corporation (CINF)	0.1	$2.0M		18k	114.23	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.0M	+524%	32k	62.78	View chart
Moderna (MRNA)	0.1	$2.0M		5.1k	384.81	View chart
Boeing Company (BA)	0.1	$2.0M	-10%	8.9k	219.93	View chart
Starbucks Corporation (SBUX)	0.1	$1.9M		18k	110.32	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$1.9M		90k	21.65	View chart
First Tr Exchange Traded Us Eqty Oppt Etf (FPX)	0.1	$1.9M	+19%	15k	123.41	View chart
Emerson Electric (EMR)	0.1	$1.9M	-2%	20k	94.18	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.8M	-6%	16k	116.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.8M		15k	114.75	View chart
Lowe's Companies (LOW)	0.1	$1.8M	-10%	8.7k	202.86	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.7M	+17%	24k	74.41	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$1.7M	+37%	115k	15.19	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.7M	-3%	17k	100.69	View chart
salesforce (CRM)	0.1	$1.7M	+29%	6.4k	271.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.7M	-3%	5.4k	319.90	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.7M	+3%	30k	55.92	View chart
3M Company (MMM)	0.1	$1.7M		9.6k	175.43	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$1.7M		4.2k	401.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.7M		19k	89.45	View chart
Sherwin-Williams Company (SHW)	0.1	$1.6M	-8%	5.9k	279.79	View chart
Doubleline Income Solutions (DSL)	0.1	$1.6M	+24%	91k	17.76	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.6M	+85%	34k	47.46	View chart
General Dynamics Corporation (GD)	0.1	$1.6M	-5%	8.2k	195.98	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.6M		2.8k	571.28	View chart
Twilio Cl A (TWLO)	0.1	$1.6M	-7%	5.0k	318.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.6M		7.0k	222.11	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.5M	+1112%	27k	56.65	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$1.5M	+107%	21k	73.88	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$1.5M	-5%	53k	28.26	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.5M		26k	58.18	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$1.5M	+65%	102k	14.68	View chart
Waste Management (WM)	0.1	$1.5M		9.9k	149.36	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$1.5M	NEW	67k	22.11	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.1	$1.5M	+5%	22k	65.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.5M	-32%	36k	41.44	View chart
PNC Financial Services (PNC)	0.1	$1.4M	+2%	7.3k	195.67	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.4M	+32%	25k	56.39	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$1.4M	-10%	13k	110.45	View chart
American Tower Reit (AMT)	0.1	$1.4M		5.3k	265.42	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$1.4M	-22%	19k	74.70	View chart
First Tr / Aberdeen Global O Com Shs	0.1	$1.4M	+22%	138k	10.13	View chart
American Express Company (AXP)	0.1	$1.4M		8.3k	167.57	View chart
Templeton Emerging Markets Income Fund (TEI)	0.1	$1.4M		178k	7.74	View chart
United Parcel Service CL B (UPS)	0.1	$1.4M	+3%	7.6k	182.12	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.4M		11k	127.26	View chart
Franklin Templeton (FTF)	0.1	$1.4M	+19%	150k	9.09	View chart
FedEx Corporation (FDX)	0.1	$1.4M	+4%	6.2k	219.25	View chart
Raytheon Technologies Corp	0.1	$1.4M	NEW	16k	85.98	View chart
PCM Fund (PCM)	0.1	$1.3M	+12%	119k	11.35	View chart
Clorox Company (CLX)	0.1	$1.3M	+6%	8.1k	165.57	View chart
Ishares Tr Global Finls Etf (IXG)	0.1	$1.3M	-2%	17k	78.44	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$1.3M	+14%	44k	30.11	View chart
Western Asset Global High Income Fnd (EHI)	0.1	$1.3M	+18%	128k	10.30	View chart
Pimco High Income Com Shs (PHK)	0.1	$1.3M	+14%	208k	6.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.3M	-4%	8.9k	145.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.3M		21k	60.95	View chart
Aberdeen Income Cred Strat (ACP)	0.1	$1.3M	+44%	116k	11.05	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.3M	-4%	5.2k	245.85	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.3M	+26%	9.7k	130.13	View chart
Coca-Cola Company (KO)	0.1	$1.2M		24k	52.47	View chart
Western Asset Mrtg Defined Oppn Fund (DMO)	0.1	$1.2M	+6%	81k	15.46	View chart
Citigroup Com New (C)	0.1	$1.2M	+4%	17k	70.15	View chart
Uber Technologies (UBER)	0.1	$1.2M	+32%	27k	44.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.2M	-9%	23k	53.29	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.2M		14k	86.13	View chart
PIMCO Strategic Global Government Fund (RCS)	0.1	$1.2M	+2%	169k	7.05	View chart
Nucor Corporation (NUE)	0.1	$1.2M	-3%	12k	98.52	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.1	$1.2M	+30%	181k	6.56	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.2M	+4%	16k	74.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.2M	+3%	12k	101.25	View chart
Nextera Energy Unit 99/99/9999	0.1	$1.2M		23k	50.95	View chart
VIRTUS GLOBAL Multi-sec (VGI)	0.1	$1.2M	+41%	99k	11.77	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.2M	-9%	13k	87.50	View chart
Stone Hbr Emerg Mrkts (EDF)	0.1	$1.2M	+12%	155k	7.45	View chart
Nuveen Sht Dur Cr Opp	0.1	$1.2M		77k	15.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.1M	+2%	7.2k	160.18	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.1M	+31%	6.3k	182.41	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.1M	+24%	43k	26.59	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.1M	+22%	17k	68.87	View chart
Okta Cl A (OKTA)	0.1	$1.1M	-3%	4.8k	237.41	View chart
General Electric Com New (GE)	0.1	$1.1M	NEW	11k	103.00	View chart
T. Rowe Price (TROW)	0.1	$1.1M	-3%	5.8k	196.70	View chart
Barings Global Short Duration Com cef (BGH)	0.1	$1.1M	-12%	66k	17.10	View chart
Enbridge (ENB)	0.1	$1.1M		28k	39.80	View chart
Diageo Spon Adr New (DEO)	0.1	$1.1M	-2%	5.8k	193.06	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	-7%	5.8k	192.17	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$1.1M	-14%	109k	10.07	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.1M		11k	101.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.1M	+7%	29k	37.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.1M	+4%	21k	52.59	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$1.1M	+4%	10k	105.35	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.1M	+2%	17k	62.47	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.1M	-6%	17k	61.44	View chart
Colgate-Palmolive Company (CL)	0.1	$1.1M	-5%	14k	75.61	View chart
Ford Motor Company (F)	0.1	$1.1M	+42%	75k	14.17	View chart
Becton, Dickinson and (BDX)	0.1	$1.1M		4.3k	245.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M	-3%	11k	98.41	View chart
Stone Hbr Emerg Mkts Tl	0.1	$1.0M	+3%	125k	8.39	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$1.0M	+7%	13k	80.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.0M		14k	74.26	View chart
Pimco Dynamic Cr Income Com Shs	0.1	$1.0M	+13%	49k	21.12	View chart
Automatic Data Processing (ADP)	0.1	$1.0M	+11%	5.2k	199.85	View chart
Blackstone Strategic Credit Com Shs Ben In (BGB)	0.1	$1.0M	-12%	74k	13.85	View chart
Lehman Brothers First Trust IOF (NHS)	0.1	$1.0M	+77%	80k	12.67	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.0M	-3%	7.7k	132.45	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.0M	-63%	9.8k	102.35	View chart
John Hancock Investors Trust (JHI)	0.1	$1.0M	-3%	54k	18.66	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.0M	+20%	5.6k	179.52	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.1	$1000k	+24%	74k	13.60	View chart

Past Filings by Mid Atlantic Financial Management

SEC 13F filings are viewable for Mid Atlantic Financial Management going back to 2018

Mid Atlantic Financial Management 2021 Q3 filed Nov. 12, 2021
Mid Atlantic Financial Management 2021 Q2 filed Aug. 10, 2021
Mid Atlantic Financial Management 2021 Q1 filed May 11, 2021
Mid Atlantic Financial Management 2020 Q4 filed Feb. 10, 2021
Mid Atlantic Financial Management 2020 Q3 filed Nov. 10, 2020
Mid Atlantic Financial Management 2020 Q2 filed Aug. 6, 2020
Mid Atlantic Financial Management 2020 Q1 filed May 11, 2020
Mid Atlantic Financial Management 2019 Q4 filed Feb. 11, 2020
Mid Atlantic Financial Management 2019 Q3 filed Nov. 7, 2019
Mid Atlantic Financial Management 2019 Q2 filed Aug. 6, 2019
Mid Atlantic Financial Management 2019 Q1 filed May 7, 2019
Mid Atlantic Financial Management 2018 Q4 filed Feb. 14, 2019

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