The Analysis of MidAtlantic Capital Management, Inc.'s Holdings
Currently, MidAtlantic Capital Management, Inc. holds 79 types of securities in its portfolio with a total value $146.5M. In the most recent quarter, they have increased their positions in TBUX (+5.5K shares, valued at $276.6K), IJT (+1.5K shares, valued at $205.9K), FENI (+904 shares, valued at $31.9K); decreased their positions in SCHD (-27.4K shares, valued at $748.1K), SPSM (-14.3K shares, valued at $661.2K), SPYV (-11.7K shares, valued at $645.8K); initiated new positions in IJT (+1.5K shares, valued at $205.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR19.6K shares0.00%2025-09-302025-11-06
SPY SPDR S&P 500 ETF TR18.9K shares-4.31%2025-09-302025-11-06 VUG VANGUARD INDEX FDS20.3K shares0.23%2025-09-302025-11-06 IWF ISHARES TR13.3K shares0.03%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS44.0K shares-0.18%2025-09-302025-11-06 SPYG SPDR SERIES TRUST52.0K shares0.00%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS88.6K shares0.14%2025-09-302025-11-06 IJR ISHARES TR43.9K shares-0.33%2025-09-302025-11-06 VOT VANGUARD INDEX FDS14.9K shares-0.31%2025-09-302025-11-06 IJH ISHARES TR63.9K shares0.00%2025-09-302025-11-06 SPYV SPDR SERIES TRUST68.4K shares-14.57%2025-09-302025-11-06 DLN WISDOMTREE TR43.4K shares0.20%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS38.3K shares-3.44%2025-09-302025-11-06 JCPB J P MORGAN EXCHANGE TRADED F62.4K shares-1.45%2025-09-302025-11-06 BIV VANGUARD BD INDEX FDS32.8K shares-2.98%2025-09-302025-11-06 MGK VANGUARD WORLD FD6.2K shares0.00%2025-09-302025-11-06 DGRO ISHARES TR30.1K shares0.02%2025-09-302025-11-06 VB VANGUARD INDEX FDS7.9K shares0.01%2025-09-302025-11-06 SPSB SPDR SERIES TRUST62.8K shares-1.52%2025-09-302025-11-06 VO VANGUARD INDEX FDS6.4K shares0.00%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR58.6K shares-0.01%2025-09-302025-11-06 IGSB ISHARES TR34.7K shares-2.08%2025-09-302025-11-06 TBUX T ROWE PRICE ETF INC32.9K shares20.26%2025-09-302025-11-06 VONG VANGUARD SCOTTSDALE FDS13.0K shares0.00%2025-09-302025-11-06 VTV VANGUARD INDEX FDS8.0K shares0.02%2025-09-302025-11-06 VT VANGUARD INTL EQUITY INDEX F10.7K shares-2.75%2025-09-302025-11-06 VOE VANGUARD INDEX FDS8.3K shares-0.83%2025-09-302025-11-06 IJJ ISHARES TR10.4K shares0.00%2025-09-302025-11-06 FNDX SCHWAB STRATEGIC TR50.9K shares-2.93%2025-09-302025-11-06 EVTR MORGAN STANLEY ETF TRUST25.5K shares-4.12%2025-09-302025-11-06 IVW ISHARES TR10.5K shares-4.82%2025-09-302025-11-06 URTH ISHARES INC6.4K shares0.00%2025-09-302025-11-06 MGC VANGUARD WORLD FD4.7K shares0.00%2025-09-302025-11-06 VBK VANGUARD INDEX FDS3.8K shares0.00%2025-09-302025-11-06 VBR VANGUARD INDEX FDS5.5K shares0.00%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS26.6K shares0.00%2025-09-302025-11-06 EFA ISHARES TR11.6K shares0.00%2025-09-302025-11-06 DIVB ISHARES TR20.6K shares-3.25%2025-09-302025-11-06 IVE ISHARES TR5.2K shares0.00%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR39.3K shares-41.08%2025-09-302025-11-06 SLYV SPDR SERIES TRUST12.0K shares-0.02%2025-09-302025-11-06 IWM ISHARES TR3.9K shares0.00%2025-09-302025-11-06 MDYV SPDR SERIES TRUST10.8K shares0.00%2025-09-302025-11-06 IUSG ISHARES TR5.4K shares0.00%2025-09-302025-11-06 SLYG SPDR SERIES TRUST9.3K shares-0.02%2025-09-302025-11-06 IWR ISHARES TR8.8K shares-3.14%2025-09-302025-11-06 VTI VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-11-06 HUBB HUBBELL INC1.8K shares0.00%2025-09-302025-11-06 MGV VANGUARD WORLD FD5.3K shares0.00%2025-09-302025-11-06 JSCP J P MORGAN EXCHANGE TRADED F15.3K shares0.00%2025-09-302025-11-06 FBND FIDELITY MERRIMACK STR TR15.8K shares0.07%2025-09-302025-11-06 SCHV SCHWAB STRATEGIC TR24.1K shares0.00%2025-09-302025-11-06 VOOV VANGUARD ADMIRAL FDS INC3.4K shares0.00%2025-09-302025-11-06 IOO ISHARES TR5.3K shares0.00%2025-09-302025-11-06 VOO VANGUARD INDEX FDS999 shares0.00%2025-09-302025-11-06 IMCG ISHARES TR7.2K shares0.00%2025-09-302025-11-06 IWY ISHARES TR2.1K shares0.00%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR21.6K shares0.00%2025-09-302025-11-06 IEFA ISHARES TR5.7K shares0.00%2025-09-302025-11-06 IJK ISHARES TR4.7K shares0.00%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS6.0K shares0.00%2025-09-302025-11-06 IVOG VANGUARD ADMIRAL FDS INC3.7K shares0.00%2025-09-302025-11-06 AGG ISHARES TR4.3K shares1.01%2025-09-302025-11-06 DE DEERE & CO900 shares0.00%2025-09-302025-11-06 USRT ISHARES TR6.9K shares0.00%2025-09-302025-11-06 META META PLATFORMS INC496 shares-37.37%2025-09-302025-11-06 SLQD ISHARES TR6.9K shares0.00%2025-09-302025-11-06 FNDF SCHWAB STRATEGIC TR7.9K shares0.00%2025-09-302025-11-06 ILCB ISHARES TR3.7K shares0.00%2025-09-302025-11-06 BINC BLACKROCK ETF TRUST II6.3K shares0.64%2025-09-302025-11-06 FENI FIDELITY COVINGTON TRUST9.4K shares10.62%2025-09-302025-11-06 SDY SPDR SERIES TRUST2.3K shares0.00%2025-09-302025-11-06 IWB ISHARES TR869 shares0.00%2025-09-302025-11-06 VEU VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2025-09-302025-11-06 IJS ISHARES TR2.5K shares0.04%2025-09-302025-11-06 SPSM SPDR SERIES TRUST5.5K shares-72.14%2025-09-302025-11-06 KKR KKR & CO INC1.9K shares0.00%2025-09-302025-11-06 SCHZ SCHWAB STRATEGIC TR9.9K shares-0.43%2025-09-302025-11-06 IJT ISHARES TR1.5K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available