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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.25B
$7.24 Million 0.01% of portfolio
231
Q3 2024 New
$7.54B
$5.97 Million 0.0% of portfolio
61
Q4 2023 Reduced 3.28%
$5.94B
$63,000 0.0% of portfolio
1
Q3 2024 New
$2.31B
$45,000 0.0% of portfolio
5
Q3 2024 New
$4.05B
$5.87 Million 0.0% of portfolio
109
Q4 2023 Added 11.01%
$6.16B
$945,000 0.0% of portfolio
28
Q3 2024 New
$7.84B
$1.76 Million 0.0% of portfolio
196
Q1 2024 Reduced 50.34%
$7.69B
$207,000 0.0% of portfolio
9
Q1 2024 Reduced 68.78%
$6.99B
$3.31 Million 0.0% of portfolio
79
Q3 2024 New
$6.42B
$3.53 Million 0.0% of portfolio
95
Q4 2023 Reduced 1.05%
$4.04B
$267,000 0.0% of portfolio
2
Q3 2024 New
$4.32B
$2.52 Million 0.0% of portfolio
29
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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