Portfolio (Quarterly)
Guide ↗
MidAtlantic Capital Management, Inc.
· CIK 0002042068| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IJS | ISHARES TR | — | 2,481 | $282K | 0.18% | SOLD |
| 2 | SPSM | SPDR SERIES TRUST | — | 5,512 | $258K | 0.17% | SOLD |
| 3 | KKR | KKR & CO INC | Financial Services | 1,897 | $242K | 0.15% | SOLD |
| 4 | IJT | ISHARES TR | — | 1,455 | $205K | 0.13% | SOLD |
| 5 | JPM | JPMORGAN CHASE & CO | Financial Services | 600 | $193K | 0.12% | SOLD |
| 6 | AAPL | APPLE INC | Technology | 688 | $187K | 0.12% | SOLD |
| 7 | NVDA | NVIDIA CORPORATION | Technology | 975 | $182K | 0.12% | SOLD |
| 8 | PULS | PGIM ETF TR | — | 3,663 | $182K | 0.12% | SOLD |
| 9 | — | BERKSHIRE HATHAWAY INC DEL | — | 361 | $181K | 0.12% | SOLD |
| 10 | — | J P MORGAN EXCHANGE TRADED F | — | 3,526 | $178K | 0.11% | SOLD |
| 11 | MDYG | SPDR SERIES TRUST | — | 1,859 | $172K | 0.11% | SOLD |
| 12 | VGSH | VANGUARD SCOTTSDALE FDS | — | 2,887 | $170K | 0.11% | SOLD |
| 13 | IWO | ISHARES TR | — | 519 | $168K | 0.11% | SOLD |
| 14 | TSPA | T ROWE PRICE ETF INC | — | 3,895 | $167K | 0.11% | SOLD |
| 15 | GOOG | ALPHABET INC | Communication Services | 523 | $164K | 0.10% | SOLD |
| 16 | IGRO | ISHARES TR | — | 1,959 | $162K | 0.10% | SOLD |
| 17 | JBND | J P MORGAN EXCHANGE TRADED F | — | 2,910 | $157K | 0.10% | SOLD |
| 18 | AVDE | AMERICAN CENTY ETF TR | — | 1,897 | $156K | 0.10% | SOLD |
| 19 | VIOG | VANGUARD ADMIRAL FDS INC | — | 1,284 | $156K | 0.10% | SOLD |
| 20 | TCAF | T ROWE PRICE ETF INC | — | 3,949 | $151K | 0.10% | SOLD |
Sector Allocation
Financial Services
83.4%
Industrials
9.2%
Communication Services
2.6%
Consumer Cyclical
1.7%
Energy
1.6%
Utilities
1.5%