Mid Atlantic Financial Management

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

Tip: Access up to 7 years of quarterly data

Positions held by Mid Atlantic Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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.

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 (FAM) 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