Portfolio (Quarterly)
Guide ↗
MidAtlantic Capital Management, Inc.
· CIK 0002042068| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | VPU | VANGUARD WORLD FD | — | 777 | $144K | 0.09% | SOLD |
| 22 | NULG | NUSHARES ETF TR | — | 1,396 | $137K | 0.09% | SOLD |
| 23 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 1,945 | $135K | 0.09% | SOLD |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 436 | $129K | 0.08% | SOLD |
| 25 | RUNN | STRATEGIC TRUST | — | 3,853 | $128K | 0.08% | SOLD |
| 26 | IWP | ISHARES TR | — | 912 | $125K | 0.08% | SOLD |
| 27 | GOOGL | ALPHABET INC | Communication Services | 394 | $123K | 0.08% | SOLD |
| 28 | BSV | VANGUARD BD INDEX FDS | — | 1,506 | $119K | 0.08% | SOLD |
| 29 | COF | CAPITAL ONE FINL CORP | Financial Services | 477 | $116K | 0.07% | SOLD |
| 30 | QQQ | INVESCO QQQ TR | Financial Services | 181 | $111K | 0.07% | SOLD |
| 31 | AVGO | BROADCOM INC | Technology | 318 | $110K | 0.07% | SOLD |
| 32 | VCIT | VANGUARD SCOTTSDALE FDS | — | 1,253 | $105K | 0.07% | SOLD |
| 33 | TFLR | T ROWE PRICE ETF INC | — | 1,952 | $100K | 0.06% | SOLD |
| 34 | FLOT | ISHARES TR | — | 1,903 | $97K | 0.06% | SOLD |
| 35 | MCD | MCDONALDS CORP | Consumer Cyclical | 315 | $96K | 0.06% | SOLD |
| 36 | V | VISA INC | Financial Services | 273 | $96K | 0.06% | SOLD |
| 37 | CVX | CHEVRON CORP NEW | Energy | 619 | $94K | 0.06% | SOLD |
| 38 | VOOG | VANGUARD ADMIRAL FDS INC | — | 210 | $93K | 0.06% | SOLD |
| 39 | WELL | WELLTOWER INC | Real Estate | 500 | $93K | 0.06% | SOLD |
| 40 | NSC | NORFOLK SOUTHN CORP | Industrials | 300 | $87K | 0.06% | SOLD |
Sector Allocation
Financial Services
83.4%
Industrials
9.2%
Communication Services
2.6%
Consumer Cyclical
1.7%
Energy
1.6%
Utilities
1.5%