Mid Atlantic Capital Management, Inc. Portfolio Holdings

Mid Atlantic Capital Management, Inc.

  • $137 Billion
  • Q4 2024

Mid Atlantic Capital Management, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 256 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 $11.4B, Ishares Core S&P 500 ETF with a value of $9.91B, Vanguard Growth ETF with a value of $8.37B, Vanguard Whitehall Fds (Vangua with a value of $5.66B, and Ishares Russell 1000 Gr ETF with a value of $5.37B.

Examining the 13F form we can see an decrease of $387M in the current position value, from $137B to 137B.

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: $1.39 Billion
Financial Services: $940 Million
Technology: $925 Million
Communication Services: $745 Million
Consumer Cyclical: $494 Million
Healthcare: $363 Million
Utilities: $196 Million
Other: $395 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24B
$10.7 Million 0.01% of portfolio
450
Q3 2024 New
$1.59B
$574,000 0.0% of portfolio
12
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $137 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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