StockDriftsStockDriftsTop 50 MidAtlantic Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.99% | 20.0K | $13.0M | +0.46%(+91) | $492.97(+51.82%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.48% | 18.9K | $12.3M | +0.43%(+80) | $457.58(+62.77%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.44% | 18.0K | $7.9M | +2.49%(+439) | $49.96(+71.15%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.48% | 43.8K | $6.5M | -0.15%(-65) | $107.71(+48.07%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.94% | 89.1K | $5.7M | +0.14%(+128) | $47.00(+50.66%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.93% | 13.3K | $5.7M | +0.15%(+20) | $287.75(-57.89%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.83% | 44.7K | $5.6M | -0.06%(-25) | $103.99(+40.86%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.01% | 44.6K | $4.4M | +0.07%(+33) | $62.38(+87.87%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.95% | 63.4K | $4.3M | -0.57%(-362) | $53.39(+42.51%) | 2026-03-31 | |
| DLN | WISDOMTREE TR | 2.87% | 46.6K | $4.2M | +4.33%(+1.94K) | $74.06(+31.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.98% | +40.43% |
| Top 20 Holdings Unweighted | +10.37% | +34.46% |
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