HoldingsChannel.com
Mid Atlantic Financial Management Inc. ADV Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY)      $43,535
     SPY135,278+5,150$43,541
     Put7,600+7,600$6
ISHARES TR (IVV) 96,893 +10,767 $31,320
     IVV96,893+10,767$31,320
APPLE INC 99,664 -6,954 $29,266
     AAPL99,664-3,954$29,266
VANGUARD INDEX FDS (VOO) 97,467 -3,387 $28,831
     VOO97,467-3,387$28,831
ISHARES TR (IJR) 296,135 +32,952 $24,831
     IJR296,135+32,952$24,831
ISHARES TR (AGG) 190,852 +27,593 $21,446
     AGG190,852+27,593$21,446
INVESCO QQQ TR 73,532 +3,373 $15,634
     QQQ73,532+3,373$15,634
SPDR INDEX SHS FDS (QEFA) 233,750 +5,125 $15,612
     QEFA233,750+5,125$15,612
ISHARES TR (IWR) 251,299 +4,615 $14,982
     IWR251,299+4,615$14,982
ISHARES TR (EMB) 125,878 -332 $14,421
     EMB125,878-332$14,421
MICROSOFT CORP 84,953 +4,663 $13,397
     MSFT84,953+4,663$13,397
ISHARES US ETF TR (NEAR) 258,972 -172,409 $13,013
     NEAR258,972-172,409$13,013
INVESCO EXCHNG TRADED FD TR (RDIV) 296,205 +13,723 $11,688
     RDIV296,205+13,723$11,688
ISHARES TR (VLUE) 130,148 +130,148 $11,678
     VLUE130,148+130,148$11,678
ISHARES TR (SHY) 131,113 +17,211 $11,096
     SHY131,113+17,211$11,096
ISHARES TR (QUAL) 96,990 -42,435 $9,796
     QUAL96,990-42,435$9,796
ISHARES TR (PFF) 257,226 +3,322 $9,669
     PFF257,226+3,322$9,669
AMAZON COM INC      $9,038
     AMZN4,891-269$9,038
     Put100+100$0
VANGUARD SCOTTSDALE FDS (VCSH) 98,181 +48,826 $7,956
     VCSH98,181+48,826$7,956
ISHARES TR (IQLT) 245,538 +245,538 $7,928
     IQLT245,538+245,538$7,928
ISHARES INC (IEMG) 144,533 +15,426 $7,770
     IEMG144,533+15,426$7,770
VANECK VECTORS ETF TRUST (MOAT) 134,300 +25,866 $7,357
     MOAT134,300+25,866$7,357
VANGUARD INDEX FDS (VUG) 40,004 -6,368 $7,288
     VUG40,004-6,368$7,288
ISHARES TR (GOVT) 280,085 +2,925 $7,265
     GOVT280,085+2,925$7,265
ISHARES TR (IEFA) 110,391 +33,677 $7,202
     IEFA110,391+33,677$7,202
JOHNSON & JOHNSON 48,229 +587 $7,035
     JNJ48,229+587$7,035
VANGUARD INDEX FDS (VNQ) 74,529 +5,736 $6,916
     VNQ74,529+5,736$6,916
SPDR SERIES TRUST (SDY) 62,808 +976 $6,756
     SDY62,808+976$6,756
AT&T INC 168,415 +13,160 $6,582
     T168,415+13,160$6,582
JPMORGAN CHASE & CO 45,781 +3,119 $6,382
     JPM45,781+3,119$6,382
ISHARES TR (IJH) 29,937 +4,053 $6,162
     IJH29,937+4,053$6,162
ISHARES TR (SHYG) 130,319 +115,970 $6,051
     SHYG130,319+115,970$6,051
SPDR SERIES TRUST (SPYG) 144,226 +20,046 $6,045
     SPYG144,226+20,046$6,045
ISHARES TR (EFAV) 76,704 +62,438 $5,718
     EFAV76,704+62,438$5,718
BERKSHIRE HATHAWAY INC DEL      $5,525
     BRK.B19,896+1$4,506
     BRK.A3UNCH$1,019
DISNEY WALT CO 38,009 +2,061 $5,497
     DIS38,009+2,061$5,497
VANGUARD TAX MANAGED INTL FD (VEA) 122,023 -17,491 $5,376
     VEA122,023-17,491$5,376
VANGUARD GROUP (VIG)      $5,328
     VIG42,750+3,018$5,329
     Put1,500+1,500$1
ISHARES TR (IXUS) 84,788 -3,613 $5,248
     IXUS84,788-3,613$5,248
PROCTER & GAMBLE CO 40,564 +4,074 $5,066
     PG40,564+4,074$5,066
FIRST TR VALUE LINE DIVID IN (FVD) 138,057 +5,399 $4,974
     FVD138,057+5,399$4,974
VANGUARD INDEX FDS (VTV) 39,545 -12,240 $4,739
     VTV39,545-12,240$4,739
ISHARES TR (USMV) 71,536 +38,479 $4,693
     USMV71,536+38,479$4,693
VERIZON COMMUNICATIONS INC 76,118 -1,557 $4,674
     VZ76,118-1,557$4,674
LATTICE STRATEGIES TR 156,863 +22,641 $4,607
     RODM156,863+22,641$4,607
CISCO SYS INC 95,885 +12,735 $4,599
     CSCO95,885+12,735$4,599
LOCKHEED MARTIN CORP 11,706 +890 $4,558
     LMT11,706+890$4,558
INVESCO EXCHNG TRADED FD TR (PZA) 171,981 +146,951 $4,551
     PZA171,981+146,951$4,551
MERCK & CO INC 49,599 +3,128 $4,511
     MRK49,599+3,128$4,511
ISHARES TR (SHV) 40,775 -2,526 $4,504
     SHV40,775-2,526$4,504

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 12/31/2019: $1,069,118
At 09/30/2019: $937,155

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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