MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

13F Filings History

Latest 13F report
Q3 2021 - Nov 12, 2021
Value $
$1.49B
Signature - Title
Kyle P. Smith - Senior Vice President
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV reported 907 stock holdings with total value $1.49B as of Q3 2021. Top holdings included AAPL, SPY, VOO, VTV, and QEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2021 907 $1.49B +$97.3M -$70.4M +$26.9M AAPL, SPY, VOO, VTV, QEFA 13F-HR 11/12/2021, 12:31 PM
Q2 2021 917 $1.49B +$174M -$128M +$45.5M AAPL, SPY, VOO, VTV, QEFA 13F-HR 8/10/2021, 11:26 AM
Q1 2021 853 $1.37B +$130M -$111M +$18.7M AAPL, SPY, IJR, VOO, AGG 13F-HR 5/11/2021, 05:04 PM
Q4 2020 798 $1.3B +$218M -$121M +$96.7M AAPL, SPY, VOO, IJR, AGG 13F-HR 2/10/2021, 02:16 PM
Q3 2020 750 $1.11B +$167M -$134M +$33M AGG, AAPL, SPY, IGIB, IVV 13F-HR 11/10/2020, 11:40 AM
Q2 2020 739 $1.04B +$185M -$142M +$42.8M AGG, IVV, AAPL, SPY, IUSB 13F-HR 8/6/2020, 12:08 PM
Q1 2020 681 $871M +$148M -$159M -$11.5M AGG, BIL, SHY, IVV, SPY 13F-HR 5/11/2020, 04:19 PM
Q4 2019 726 $1.07B +$156M -$79.1M +$76.9M SPY, IVV, AAPL, VOO, IJR 13F-HR 2/11/2020, 11:41 AM
Q3 2019 694 $937M +$84.4M -$117M -$32.8M SPY, VOO, IVV, AAPL, NEAR 13F-HR 11/7/2019, 12:42 PM
Q2 2019 738 $961M +$118M -$98.8M +$19.2M SPY, VOO, IVV, AAPL, NEAR 13F-HR 8/6/2019, 03:15 PM
Q1 2019 722 $917M +$125M -$98.1M +$27M SPY, VOO, NEAR, AAPL, IVV 13F-HR 5/7/2019, 03:42 PM
Q4 2018 688 $806M $0 $0 SPY, VOO, AAPL, IVV, ITOT 13F-HR 2/14/2019, 11:39 AM