MidAtlantic Capital Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC MidAtlantic Capital Management, Inc. | Institutional Filer | ▼ 7.18% | $145.0M | 84 |
Current Portfolio Holdings
Showing all 84 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 20K | $13.0M | 8.99% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 19K | $12.3M | 8.48% |
| 3 | VUG | VANGUARD INDEX FDS | — | 18K | $7.9M | 5.44% |
| 4 | VYM | VANGUARD WHITEHALL FDS | — | 44K | $6.5M | 4.48% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 89K | $5.7M | 3.94% |
| 6 | IWF | ISHARES TR | — | 13K | $5.7M | 3.93% |
| 7 | IJR | ISHARES TR | — | 45K | $5.6M | 3.83% |
| 8 | SPYG | SPDR SERIES TRUST | — | 45K | $4.4M | 3.01% |
| 9 | IJH | ISHARES TR | — | 63K | $4.3M | 2.95% |
| 10 | DLN | WISDOMTREE TR | — | 47K | $4.2M | 2.87% |
| 11 | SPYV | SPDR SERIES TRUST | — | 68K | $3.9M | 2.67% |
| 12 | VOT | VANGUARD INDEX FDS | — | 15K | $3.8M | 2.64% |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | — | 41K | $3.2M | 2.24% |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 63K | $3.0M | 2.04% |
| 15 | BIV | VANGUARD BD INDEX FDS | — | 35K | $2.7M | 1.86% |
Showing 1 to 15 of 84 holdings