HoldingsChannel.com
Mid Atlantic Financial Management Inc. ADV Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY)      $39,150
     SPY133,668-1,721$39,165
     Put25,000+25,000$15
VANGUARD INDEX FDS (VOO) 137,137 +6,959 $36,910
     VOO137,137+6,959$36,910
ISHARES TR (IVV) 80,334 +6,389 $23,679
     IVV80,334+6,389$23,679
APPLE INC      $22,140
     AAPL111,647+301$22,097
     Call3,000+1,500$43
ISHARES US ETF TR (NEAR) 425,986 -236,211 $21,440
     NEAR425,986-236,211$21,440
ISHARES TR (IJR) 246,130 +7,480 $19,267
     IJR246,130+7,480$19,267
SPDR INDEX SHS FDS (QEFA) 239,070 +18,642 $15,081
     QEFA239,070+18,642$15,081
ISHARES TR (QUAL) 152,443 +38,205 $13,944
     QUAL152,443+38,205$13,944
ISHARES TR (IWR) 246,872 -10,461 $13,793
     IWR246,872-10,461$13,793
INVESCO QQQ TR 63,854 -2,239 $11,924
     QQQ63,854-2,239$11,924
ISHARES TR (AGG) 106,557 +28,231 $11,865
     AGG106,557+28,231$11,865
MICROSOFT CORP 84,692 +1,205 $11,345
     MSFT84,692+1,205$11,345
ISHARES TR (EMB) 92,253 +1,608 $10,451
     EMB92,253+1,608$10,451
AMAZON COM INC 5,502 -161 $10,419
     AMZN5,502-161$10,419
ISHARES INC (IEMG) 197,532 -16,599 $10,161
     IEMG197,532-16,599$10,161
ISHARES TR (MTUM) 83,864 +65,126 $9,946
     MTUM83,864+65,126$9,946
ISHARES TR (SHY) 116,296 +60,481 $9,860
     SHY116,296+60,481$9,860
ISHARES INC (ACWV) 93,396 +90,812 $8,604
     ACWV93,396+90,812$8,604
ISHARES TR (PFF) 215,950 -21,730 $7,958
     PFF215,950-21,730$7,958
BANCORPSOUTH BK TUPELO MISS 255,740 +255,740 $7,427
     BXS255,740+255,740$7,427
JOHNSON & JOHNSON 49,076 +16 $6,835
     JNJ49,076+16$6,835
VANGUARD INDEX FDS (VUG) 39,935 -511 $6,525
     VUG39,935-511$6,525
INVESCO EXCHNG TRADED FD TR (RDIV) 170,060 +59,793 $6,404
     RDIV170,060+59,793$6,404
SPDR SERIES TRUST (SDY) 62,709 -2,556 $6,326
     SDY62,709-2,556$6,326
ISHARES TR (GOVT) 232,531 +51,740 $6,003
     GOVT232,531+51,740$6,003
AT&T INC 167,975 +24,057 $5,629
     T167,975+24,057$5,629
VANGUARD INDEX FDS (VNQ) 60,041 -3,817 $5,248
     VNQ60,041-3,817$5,248
PFIZER INC 120,080 -1,772 $5,202
     PFE120,080-1,772$5,202
DISNEY WALT CO 36,171 +2,165 $5,051
     DIS36,171+2,165$5,051
CISCO SYS INC 92,241 +839 $5,048
     CSCO92,241+839$5,048
ISHARES TR (IXUS) 86,084 +4,595 $5,048
     IXUS86,084+4,595$5,048
JPMORGAN CHASE & CO 45,118 +645 $5,044
     JPM45,118+645$5,044
VANGUARD TAX MANAGED INTL FD (VEA) 120,427 +157 $5,023
     VEA120,427+157$5,023
VANGUARD INDEX FDS (VTV) 45,009 +744 $4,992
     VTV45,009+744$4,992
ISHARES TR (IJH) 25,638 +1,828 $4,981
     IJH25,638+1,828$4,981
BERKSHIRE HATHAWAY INC DEL      $4,964
     BRK.B18,807+2,570$4,009
     BRK.A3UNCH$955
VANGUARD GROUP (VIG) 42,749 +7 $4,923
     VIG42,749+7$4,923
ISHARES TR (IEFA) 79,630 -156,232 $4,889
     IEFA79,630-156,232$4,889
VERIZON COMMUNICATIONS INC 84,951 +3,131 $4,853
     VZ84,951+3,131$4,853
ISHARES TR (USIG) 82,700 +6,661 $4,720
     USIG82,700+6,661$4,720
VANGUARD CHARLOTTE FDS (BNDX) 81,505 -102,329 $4,670
     BNDX81,505-102,329$4,670
BOEING CO 12,719 -183 $4,630
     BA12,719-183$4,630
SPDR SERIES TRUST (SPYG) 118,816 +94,948 $4,602
     SPYG118,816+94,948$4,602
ISHARES TR (SHV) 40,432 -2,878 $4,474
     SHV40,432-2,878$4,474
PROCTER AND GAMBLE CO 40,639 +989 $4,456
     PG40,639+989$4,456
EXXON MOBIL CORP 56,560 -3,100 $4,334
     XOM56,560-3,100$4,334
FIRST TR VALUE LINE DIVID IN (FVD) 125,177 +11,966 $4,223
     FVD125,177+11,966$4,223
GRANITESHARES GOLD TR (BAR) 298,436 +298,436 $4,199
     BAR298,436+298,436$4,199
VANECK VECTORS ETF TR (MOAT) 87,394 +28,867 $4,198
     MOAT87,394+28,867$4,198
MERCK & CO INC 48,313 -655 $4,051
     MRK48,313-655$4,051

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 06/30/2019: $960,703
At 03/31/2019: $916,927

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.