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The Analysis of MidAtlantic Capital Management, Inc.'s Holdings & P&L

Currently, MidAtlantic Capital Management, Inc. holds 84 types of securities in its portfolio with a total value $145.0M. In the most recent quarter, they have increased their positions in WTV (+10.0K shares, valued at $944.9K), PYLD (+9.3K shares, valued at $244.4K), BINC (+4.4K shares, valued at $228.8K); decreased their positions in IJJ (-7.1K shares, valued at $939.8K), SCHD (-11.5K shares, valued at $354.3K), SCHG (-4.0K shares, valued at $118.0K); initiated new positions in PYLD (+9.3K shares, valued at $244.4K).

1M P&L

-13.7M-7.97%

3M P&L

-68.4M-30.12%

HY P&L

-63.0M-28.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A142.0M

98.9%

2Farm & Heavy Construction Machinery507.0K

0.4%

3Internet Content & Information389.0K

0.3%

Top Industries by Stock Count

1N/A77 stocks

93.9%

2Utilities - Regulated Electric1 stocks

1.2%

3Oil & Gas Integrated1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR20.0K shares0.46%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T18.9K shares0.43%2026-03-312026-05-08

VUG VANGUARD INDEX FDS18.0K shares2.49%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS43.8K shares-0.15%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS89.1K shares0.14%2026-03-312026-05-08

IWF ISHARES TR13.3K shares0.15%2026-03-312026-05-08

IJR ISHARES TR44.7K shares-0.06%2026-03-312026-05-08

SPYG SPDR SERIES TRUST44.6K shares0.07%2026-03-312026-05-08

Sponsored

IJH ISHARES TR63.4K shares-0.57%2026-03-312026-05-08

DLN WISDOMTREE TR46.6K shares4.33%2026-03-312026-05-08

SPYV SPDR SERIES TRUST68.4K shares0.00%2026-03-312026-05-08

VOT VANGUARD INDEX FDS14.9K shares-1.02%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS41.0K shares4.18%2026-03-312026-05-08

JCPB J P MORGAN EXCHANGE TRADED F62.8K shares-2.71%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS35.0K shares5.46%2026-03-312026-05-08

TBUX T ROWE PRICE ETF INC50.9K shares-2.07%2026-03-312026-05-08

Sponsored

MGK VANGUARD WORLD FD6.2K shares0.16%2026-03-312026-05-08

DGRO ISHARES TR31.0K shares0.83%2026-03-312026-05-08

VB VANGUARD INDEX FDS8.1K shares0.79%2026-03-312026-05-08

IGSB ISHARES TR36.8K shares-0.05%2026-03-312026-05-08

SPSB SPDR SERIES TRUST64.3K shares0.24%2026-03-312026-05-08

VO VANGUARD INDEX FDS6.6K shares3.85%2026-03-312026-05-08

VTV VANGUARD INDEX FDS8.7K shares4.70%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR54.6K shares-6.90%2026-03-312026-05-08

Sponsored

VOE VANGUARD INDEX FDS8.3K shares-0.13%2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR54.0K shares-2.41%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F10.5K shares-0.10%2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS13.2K shares1.54%2026-03-312026-05-08

EVTR MORGAN STANLEY ETF TRUST26.1K shares-2.15%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS26.2K shares-1.67%2026-03-312026-05-08

VBR VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-05-08

WTV WISDOMTREE TR12.5K shares389.50%2026-03-312026-05-08

Sponsored

VBK VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-05-08

SLYV SPDR SERIES TRUST12.0K shares-0.40%2026-03-312026-05-08

EFA ISHARES TR11.6K shares0.00%2026-03-312026-05-08

MGC VANGUARD WORLD FD4.7K shares0.00%2026-03-312026-05-08

IVE ISHARES TR5.2K shares0.00%2026-03-312026-05-08

IWM ISHARES TR3.9K shares0.85%2026-03-312026-05-08

DIVB ISHARES TR17.1K shares0.96%2026-03-312026-05-08

SLYG SPDR SERIES TRUST9.3K shares-0.24%2026-03-312026-05-08

Sponsored

IVW ISHARES TR7.7K shares0.00%2026-03-312026-05-08

HUBBELL INC HUBBELL INC1.8K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS2.7K shares6.04%2026-03-312026-05-08

IUSG ISHARES TR5.4K shares0.00%2026-03-312026-05-08

JSCP J P MORGAN EXCHANGE TRADED F17.1K shares3.27%2026-03-312026-05-08

IWR ISHARES TR8.3K shares-5.11%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR25.6K shares-31.12%2026-03-312026-05-08

MGV VANGUARD WORLD FD5.3K shares0.00%2026-03-312026-05-08

Sponsored

SCHV SCHWAB STRATEGIC TR23.5K shares-2.25%2026-03-312026-05-08

VOOV VANGUARD ADMIRAL FDS INC3.4K shares0.00%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR15.0K shares-3.26%2026-03-312026-05-08

BINC BLACKROCK ETF TRUST II12.4K shares55.12%2026-03-312026-05-08

IOO ISHARES TR5.2K shares-2.75%2026-03-312026-05-08

IMCG ISHARES TR7.1K shares0.00%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR22.0K shares4.30%2026-03-312026-05-08

IJK ISHARES TR5.3K shares9.09%2026-03-312026-05-08

Sponsored

IWY ISHARES TR2.1K shares0.00%2026-03-312026-05-08

IEFA ISHARES TR5.7K shares0.00%2026-03-312026-05-08

DE DEERE & CO900 shares0.00%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS821 shares-14.03%2026-03-312026-05-08

AGG ISHARES TR4.8K shares10.97%2026-03-312026-05-08

VUSB VANGUARD BD INDEX FDS9.2K shares0.40%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS6.0K shares-2.76%2026-03-312026-05-08

IJJ ISHARES TR3.3K shares-67.96%2026-03-312026-05-08

Sponsored

USRT ISHARES TR6.9K shares0.00%2026-03-312026-05-08

META META PLATFORMS INC680 shares0.00%2026-03-312026-05-08

FNDF SCHWAB STRATEGIC TR7.8K shares0.00%2026-03-312026-05-08

ILCB ISHARES TR4.2K shares14.40%2026-03-312026-05-08

FENI FIDELITY COVINGTON TRUST9.5K shares0.28%2026-03-312026-05-08

SLQD ISHARES TR6.9K shares0.00%2026-03-312026-05-08

URTH ISHARES INC1.9K shares0.00%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2026-03-312026-05-08

Sponsored

SDY SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-05-08

IWB ISHARES TR869 shares0.00%2026-03-312026-05-08

MDYV SPDR SERIES TRUST3.4K shares0.00%2026-03-312026-05-08

ISTB ISHARES TR5.6K shares59.04%2026-03-312026-05-08

AMZN AMAZON COM INC1.2K shares0.00%2026-03-312026-05-08

PYLD PIMCO ETF TR9.3K sharesnew addition2026-03-312026-05-08

XOM EXXON MOBIL CORP1.4K shares174.10%2026-03-312026-05-08

IUSB ISHARES TR5.3K shares36.54%2026-03-312026-05-08

Sponsored

SCHZ SCHWAB STRATEGIC TR9.9K shares0.00%2026-03-312026-05-08

IVOG VANGUARD ADMIRAL FDS INC1.8K shares0.00%2026-03-312026-05-08

D DOMINION ENERGY INC3.6K shares48.40%2026-03-312026-05-08

GLD SPDR GOLD TR465 shares-0.43%2026-03-312026-05-08

IVV

ISHARES TR

0.46%

Shares20.0K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.43%

Shares18.9K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

2.49%

Shares18.0K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

-0.15%

Shares43.8K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

0.14%

Shares89.1K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

0.15%

Shares13.3K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

-0.06%

Shares44.7K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

0.07%

Shares44.6K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

-0.57%

Shares63.4K

Event2026-03-31

Filed2026-05-08

DLN

WISDOMTREE TR

4.33%

Shares46.6K

Event2026-03-31

Filed2026-05-08

SPYV

SPDR SERIES TRUST

0.00%

Shares68.4K

Event2026-03-31

Filed2026-05-08

VOT

VANGUARD INDEX FDS

-1.02%

Shares14.9K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

4.18%

Shares41.0K

Event2026-03-31

Filed2026-05-08

JCPB

J P MORGAN EXCHANGE TRADED F

-2.71%

Shares62.8K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

5.46%

Shares35.0K

Event2026-03-31

Filed2026-05-08

TBUX

T ROWE PRICE ETF INC

-2.07%

Shares50.9K

Event2026-03-31

Filed2026-05-08

MGK

VANGUARD WORLD FD

0.16%

Shares6.2K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

0.83%

Shares31.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.79%

Shares8.1K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

-0.05%

Shares36.8K

Event2026-03-31

Filed2026-05-08

SPSB

SPDR SERIES TRUST

0.24%

Shares64.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

3.85%

Shares6.6K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

4.70%

Shares8.7K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

-6.90%

Shares54.6K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

-0.13%

Shares8.3K

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB STRATEGIC TR

-2.41%

Shares54.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

-0.10%

Shares10.5K

Event2026-03-31

Filed2026-05-08

VONG

VANGUARD SCOTTSDALE FDS

1.54%

Shares13.2K

Event2026-03-31

Filed2026-05-08

EVTR

MORGAN STANLEY ETF TRUST

-2.15%

Shares26.1K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS

-1.67%

Shares26.2K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-08

WTV

WISDOMTREE TR

389.50%

Shares12.5K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SERIES TRUST

-0.40%

Shares12.0K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-08

MGC

VANGUARD WORLD FD

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

0.85%

Shares3.9K

Event2026-03-31

Filed2026-05-08

DIVB

ISHARES TR

0.96%

Shares17.1K

Event2026-03-31

Filed2026-05-08

SLYG

SPDR SERIES TRUST

-0.24%

Shares9.3K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-08

HUBBELL INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

6.04%

Shares2.7K

Event2026-03-31

Filed2026-05-08

IUSG

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-08

JSCP

J P MORGAN EXCHANGE TRADED F

3.27%

Shares17.1K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

-5.11%

Shares8.3K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

-31.12%

Shares25.6K

Event2026-03-31

Filed2026-05-08

MGV

VANGUARD WORLD FD

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB STRATEGIC TR

-2.25%

Shares23.5K

Event2026-03-31

Filed2026-05-08

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR

-3.26%

Shares15.0K

Event2026-03-31

Filed2026-05-08

BINC

BLACKROCK ETF TRUST II

55.12%

Shares12.4K

Event2026-03-31

Filed2026-05-08

IOO

ISHARES TR

-2.75%

Shares5.2K

Event2026-03-31

Filed2026-05-08

IMCG

ISHARES TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

4.30%

Shares22.0K

Event2026-03-31

Filed2026-05-08

IJK

ISHARES TR

9.09%

Shares5.3K

Event2026-03-31

Filed2026-05-08

IWY

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-08

DEERE & CO

0.00%

Shares900

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-14.03%

Shares821

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

10.97%

Shares4.8K

Event2026-03-31

Filed2026-05-08

VUSB

VANGUARD BD INDEX FDS

0.40%

Shares9.2K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

-2.76%

Shares6.0K

Event2026-03-31

Filed2026-05-08

IJJ

ISHARES TR

-67.96%

Shares3.3K

Event2026-03-31

Filed2026-05-08

USRT

ISHARES TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-08