HoldingsChannel.com
Mid Atlantic Financial Management Inc. ADV Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 130,128 +21,460 $38,618
     SPY130,128-3,540$38,618
VANGUARD INDEX FDS (VOO) 100,854 -36,283 $27,493
     VOO100,854-36,283$27,493
ISHARES TR (IVV) 86,126 +5,792 $25,710
     IVV86,126+5,792$25,710
APPLE INC      $23,294
     AAPL103,618-8,029$23,207
     Call3,000UNCH$87
ISHARES US ETF TR (NEAR) 431,381 +5,395 $21,716
     NEAR431,381+5,395$21,716
ISHARES TR (IJR) 263,183 +17,053 $20,486
     IJR263,183+17,053$20,486
ISHARES TR (AGG) 163,259 +56,702 $18,476
     AGG163,259+56,702$18,476
SPDR INDEX SHS FDS (QEFA) 228,625 -10,445 $14,416
     QEFA228,625-10,445$14,416
ISHARES TR (EMB) 126,210 +33,957 $14,306
     EMB126,210+33,957$14,306
ISHARES TR (IWR) 246,684 -188 $13,802
     IWR246,684-188$13,802
INVESCO QQQ TR 70,159 +6,305 $13,247
     QQQ70,159+6,305$13,247
ISHARES TR (QUAL) 139,425 -13,018 $12,883
     QUAL139,425-13,018$12,883
MICROSOFT CORP 80,290 -4,402 $11,163
     MSFT80,290-4,402$11,163
INVESCO EXCHNG TRADED FD TR (RDIV) 282,482 +112,422 $10,647
     RDIV282,482+112,422$10,647
ISHARES TR (SHY) 113,902 -2,394 $9,661
     SHY113,902-2,394$9,661
ISHARES TR (PFF) 253,904 +37,954 $9,529
     PFF253,904+37,954$9,529
ISHARES TR (MTUM) 79,012 -4,852 $9,422
     MTUM79,012-4,852$9,422
AMAZON COM INC 5,160 -342 $8,957
     AMZN5,160-342$8,957
SPDR SERIES TRUST (BIL) 92,627 +61,306 $8,484
     BIL92,627+61,306$8,484
VANGUARD INDEX FDS (VUG) 46,372 +6,437 $7,711
     VUG46,372+6,437$7,711
ISHARES TR (ACWI) 100,636 +100,636 $7,422
     ACWI100,636+100,636$7,422
ISHARES TR (GOVT) 277,160 +44,629 $7,296
     GOVT277,160+44,629$7,296
VANGUARD INDEX FDS (VNQ) 68,793 +8,752 $6,415
     VNQ68,793+8,752$6,415
SPDR SERIES TRUST (SDY) 61,832 -877 $6,344
     SDY61,832-877$6,344
ISHARES INC (IEMG) 129,107 -68,425 $6,329
     IEMG129,107-68,425$6,329
JOHNSON & JOHNSON 47,642 -1,434 $6,164
     JNJ47,642-1,434$6,164
AT&T INC 155,255 -12,720 $5,875
     T155,255-12,720$5,875
VANGUARD INDEX FDS (VTV) 51,785 +6,776 $5,780
     VTV51,785+6,776$5,780
VANGUARD TAX MANAGED INTL FD (VEA) 139,514 +19,087 $5,731
     VEA139,514+19,087$5,731
VANECK VECTORS ETF TR (MOAT) 108,434 +21,040 $5,438
     MOAT108,434+21,040$5,438
ISHARES TR (IXUS) 88,401 +2,317 $5,106
     IXUS88,401+2,317$5,106
BERKSHIRE HATHAWAY INC DEL      $5,074
     BRK.B19,895+1,088$4,139
     BRK.A3UNCH$935
JPMORGAN CHASE & CO 42,662 -2,456 $5,021
     JPM42,662-2,456$5,021
ISHARES TR (IJH) 25,884 +246 $5,002
     IJH25,884+246$5,002
ISHARES TR (USIG) 84,104 +1,404 $4,902
     USIG84,104+1,404$4,902
SPDR SERIES TRUST (SPYG) 124,180 +5,364 $4,829
     SPYG124,180+5,364$4,829
ISHARES TR (LQD) 37,745 +6,819 $4,812
     LQD37,745+6,819$4,812
ISHARES TR (SHV) 43,301 +2,869 $4,790
     SHV43,301+2,869$4,790
VANGUARD GROUP (VIG) 39,732 -3,017 $4,751
     VIG39,732-3,017$4,751
VERIZON COMMUNICATIONS INC 77,675 -7,276 $4,688
     VZ77,675-7,276$4,688
DISNEY WALT CO 35,948 -223 $4,685
     DIS35,948-223$4,685
ISHARES TR (IEFA) 76,714 -2,916 $4,685
     IEFA76,714-2,916$4,685
FIRST TR VALUE LINE DIVID IN (FVD) 132,658 +7,481 $4,626
     FVD132,658+7,481$4,626
BOEING CO 12,109 -610 $4,607
     BA12,109-610$4,607
PROCTER & GAMBLE CO 36,490 -4,149 $4,539
     PG36,490-4,149$4,539
VANGUARD CHARLOTTE FDS (BNDX) 72,062 -9,443 $4,239
     BNDX72,062-9,443$4,239
LOCKHEED MARTIN CORP 10,816 +383 $4,219
     LMT10,816+383$4,219
CISCO SYS INC 83,150 -9,091 $4,108
     CSCO83,150-9,091$4,108
PFIZER INC 111,403 -8,677 $4,003
     PFE111,403-8,677$4,003
VANGUARD SCOTTSDALE FDS (VCSH) 49,355 +9,224 $4,000
     VCSH49,355+9,224$4,000

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 09/30/2019: $937,155
At 06/30/2019: $960,703

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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