HoldingsChannel.com
Mid Atlantic Financial Management Inc. ADV Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (AGG) 281,978 +91,126 $32,532
     AGG281,978+91,126$32,532
SPDR SER TR (BIL) 332,299 +289,422 $30,449
     BIL332,299+289,422$30,449
ISHARES TR (SHY) 341,791 +210,678 $29,623
     SHY341,791+210,678$29,623
ISHARES TR (IVV) 109,306 +12,413 $28,245
     IVV109,306+12,413$28,245
SPDR S&P 500 ETF TR (SPY) 96,312 -31,366 $24,825
     SPY96,312-38,966$24,825
APPLE INC      $23,533
     AAPL92,449-7,215$23,509
     Call1,800+1,800$24
VANGUARD INDEX FDS (VOO) 78,952 -18,515 $18,697
     VOO78,952-18,515$18,697
ISHARES TR (IJR) 277,872 -18,263 $15,591
     IJR277,872-18,263$15,591
MICROSOFT CORP      $12,697
     MSFT80,404-4,549$12,680
     Call1,000+1,000$17
AMAZON COM INC 5,770 +979 $11,250
     AMZN5,770+879$11,250
ISHARES TR (EFAV) 160,951 +84,247 $9,987
     EFAV160,951+84,247$9,987
ISHARES TR (QUAL) 122,244 +25,254 $9,907
     QUAL122,244+25,254$9,907
SPDR INDEX SHS FDS (QEFA) 169,655 -64,095 $9,063
     QEFA169,655-64,095$9,063
INVESCO QQQ TR 47,513 -26,019 $9,047
     QQQ47,513-26,019$9,047
ISHARES TR (IWR) 194,935 -56,364 $8,415
     IWR194,935-56,364$8,415
ISHARES TR (IEF) 66,857 +41,263 $8,122
     IEF66,857+41,263$8,122
ISHARES TR (GOVT) 266,631 -13,454 $7,468
     GOVT266,631-13,454$7,468
ISHARES TR (PFF) 228,148 -29,078 $7,264
     PFF228,148-29,078$7,264
ISHARES U S ETF TR (NEAR) 145,239 -113,733 $7,043
     NEAR145,239-113,733$7,043
ISHARES TR (SHV) 63,079 +22,304 $7,003
     SHV63,079+22,304$7,003
INVESCO EXCHANGE TRADED FD T (PZA) 268,442 +96,461 $6,926
     PZA268,442+96,461$6,926
ISHARES TR (IEFA) 132,148 +21,757 $6,593
     IEFA132,148+21,757$6,593
JOHNSON & JOHNSON 48,948 +719 $6,419
     JNJ48,948+719$6,419
SPDR GOLD TRUST (GLD) 43,033 +20,908 $6,371
     GLD43,033+21,008$6,371
VANGUARD INDEX FDS (VUG) 38,859 -1,145 $6,089
     VUG38,859-1,145$6,089
ISHARES TR (EMB) 62,473 -63,405 $6,040
     EMB62,473-63,405$6,040
ISHARES TR (TIP) 48,761 +13,576 $5,750
     TIP48,761+13,576$5,750
PROCTER & GAMBLE CO 52,188 +11,624 $5,741
     PG52,188+11,624$5,741
ISHARES TR (IQLT) 222,065 -23,473 $5,740
     IQLT222,065-23,473$5,740
VANECK VECTORS ETF TR (MOAT) 130,190 -4,110 $5,695
     MOAT130,190-4,110$5,695
VANGUARD INDEX FDS (VNQ) 80,198 +5,669 $5,602
     VNQ80,198+5,669$5,602
ISHARES TR (USMV) 97,001 +25,465 $5,239
     USMV97,001+25,465$5,239
ISHARES TR (TLT) 31,657 +11,595 $5,222
     TLT31,657+11,595$5,222
VANGUARD INDEX FDS (VTV) 54,615 +15,070 $4,864
     VTV54,615+15,070$4,864
SPDR SER TR (SDY) 60,882 -1,926 $4,862
     SDY60,882-1,926$4,862
SELECT SECTOR SPDR TR (XLU) 86,844 +34,620 $4,812
     XLU86,844+34,620$4,812
JPMORGAN CHASE & CO 53,149 +7,368 $4,785
     JPM53,149+7,368$4,785
VANGUARD TAX MANAGED INTL FD (VEA) 140,737 +18,714 $4,692
     VEA140,737+18,714$4,692
AT&T INC 157,882 -10,533 $4,602
     T157,882-10,533$4,602
ISHARES TR (LQD) 36,978 +2,164 $4,567
     LQD36,978+2,164$4,567
ISHARES TR (IJH) 31,519 +1,582 $4,534
     IJH31,519+1,582$4,534
VERIZON COMMUNICATIONS INC 82,922 +6,804 $4,455
     VZ82,922+6,804$4,455
SPDR SER TR (SPYG) 124,141 -20,085 $4,437
     SPYG124,141-20,085$4,437
BERKSHIRE HATHAWAY INC DEL      $4,301
     BRK.B19,062-834$3,485
     BRK.A3UNCH$816
FIDELITY 84,926 +68,880 $4,256
     FCOR84,926+68,880$4,256
ISHARES TR (MBB) 35,754 +350 $3,949
     MBB35,754+350$3,949
ALPHABET INC 3,303 +193 $3,838
     GOOGL3,303+193$3,838
CISCO SYS INC 96,423 +538 $3,790
     CSCO96,423+538$3,790
ISHARES TR (USIG) 66,524 -5,835 $3,727
     USIG66,524-5,835$3,727
PEPSICO INC 30,801 +1,053 $3,699
     PEP30,801+1,053$3,699

See Full List: All Stocks Held By Mid Atlantic Financial Management Inc. ADV
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mid Atlantic Financial Management Inc. ADV

Size ($ in 1000's)
At 03/31/2020: $870,603
At 12/31/2019: $1,069,118

Mid Atlantic Financial Management Inc. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mid Atlantic Financial Management Inc. ADV 13F filings. Link to 13F filings: SEC filings

Mid Atlantic Financial Management Inc. ADV Top Holdings 13F Filings | www.HoldingsChannel.com

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