Mid Atlantic Capital Management, Inc. Portfolio Holdings

Mid Atlantic Capital Management, Inc.

  • $137 Billion
  • Q3 2024

Mid Atlantic Capital Management, Inc. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.1B, Ishares Core S&P 500 ETF with a value of $9.36B, Vanguard Growth ETF with a value of $8.52B, Vanguard Whitehall Fds (Vangua with a value of $5.7B, and Ishares Russell 1000 Gr ETF with a value of $5.01B.

Examining the 13F form we can see an increase of $137B in the current position value.

Mid Atlantic Capital Management, Inc. is based out at Richmond, VA

Below you can find more details about Mid Atlantic Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $129 Billion
Industrials: $1.4 Billion
Technology: $950 Million
Financial Services: $921 Million
Communication Services: $714 Million
Consumer Cyclical: $455 Million
Healthcare: $399 Million
Energy: $320 Million
Other: $553 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.9 Million 0.03% of portfolio
433
Q3 2024 New
$0
$43.8 Million 0.03% of portfolio
736
Q2 2024 Reduced 49.86%
$0
$45.2 Million 0.03% of portfolio
1,008
Q1 2024 Sold Out
$0
$21.3 Million 0.02% of portfolio
117
Q3 2024 New
$0
$20.7 Million 0.02% of portfolio
452
Q3 2024 New
$0
$22.5 Million 0.02% of portfolio
484
Q1 2024 Added 0.42%
$0
$25.6 Million 0.02% of portfolio
353
Q3 2024 New
$0
$31.5 Million 0.02% of portfolio
644
Q4 2023 Reduced 40.84%
$0
$18.9 Million 0.01% of portfolio
157
Q2 2024 Reduced 55.41%
$0
$11.1 Million 0.01% of portfolio
230
Q1 2024 Reduced 95.95%
$0
$12.8 Million 0.01% of portfolio
396
Q3 2024 New
$0
$15.4 Million 0.01% of portfolio
237
Q1 2024 Added 438.64%
$0
$9.11 Million 0.01% of portfolio
48
Q3 2024 New
$0
$19 Million 0.01% of portfolio
228
Q1 2024 Added 22.37%
$0
$4.88 Million 0.0% of portfolio
10
Q1 2024 Reduced 35.71%
$0
$6.35 Million 0.0% of portfolio
264
Q3 2024 New
$0
$5.36 Million 0.0% of portfolio
83
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $137 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 241 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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