Mid Atlantic Financial Management

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

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Portfolio Holdings for Mid Atlantic Financial Management

Companies in the Mid Atlantic Financial Management portfolio as of the September 2021 quarterly 13F filing

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

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

Past Filings by Mid Atlantic Financial Management

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