Midland Wealth Advisors LLC Reduced Holdings in Q1 2025

Midland Wealth Advisors LLC

  • $1.7 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-588K
- 96.02%
$85.29 - $92.57 $50.1M - $54.4M
24.4K $2.22B
IVV
Ishares Core S&P 500 ETF

ETFs
-10.9K
- 2.99%
$554.06 - $615.85 $6.05M - $6.72M
355K $199B
IVW
Ishares S&P 500 Growth ETF

ETFs
-26K
- 2.25%
$92.45 - $106.69 $2.4M - $2.77M
1.13M $105B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-43.4K
- 2.15%
$55.41 - $60.74 $2.41M - $2.64M
1.97M $111B
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.66K
- 36.78%
$551.42 - $612.93 $2.02M - $2.24M
6.29K $3.52B
AAPL
Apple Inc.

Technology
-2.19K
- 3.95%
$209.68 - $247.1 $460K - $542K
53.3K $11.8B
MSFT
Microsoft Corp

Technology
-934
- 2.88%
$375.39 - $447.2 $351K - $418K
31.5K $11.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.87K
- 43.8%
$468.34 - $539.52 $1.35M - $1.55M
3.69K $1.73B
VEA
Vanguard Ftse Developed Market

ETFs
-32.2K
- 53.85%
$47.4 - $52.99 $1.53M - $1.71M
27.6K $1.4B
FNDX
Schwab Fundamental U S Large C

ETFs
-57.2K
- 43.19%
$23.03 - $25.01 $1.32M - $1.43M
75.2K $1.78B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-723
- 5.01%
$507.05 - $563.67 $367K - $408K
13.7K $7.04B
ORCL
Oracle Corp

Technology
-872
- 4.41%
$139.81 - $186.47 $122K - $163K
18.9K $2.64B
AVGO
Broadcom Inc.

Technology
-482
- 5.6%
$167.43 - $244.7 $80.7K - $118K
8.13K $1.36B
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.74K
- 43.61%
$82.81 - $92.93 $558K - $627K
8.72K $742M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.92K
- 37.83%
$126.11 - $135.06 $620K - $664K
8.09K $1.04B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.75K
- 41.21%
$53.6 - $58.97 $469K - $516K
12.5K $684M
TGT
Target Corp

Consumer Defensive
-1.42K
- 14.86%
$103.65 - $142.5 $147K - $202K
8.14K $850M
AMZN
Amazon Com Inc

Consumer Cyclical
-139
- 1.02%
$190.26 - $242.06 $26.4K - $33.6K
13.5K $2.57B
XLB
Select Sector Spdr Fd Material

ETFs
-4.54K
- 48.99%
$83.19 - $90.99 $378K - $413K
4.73K $406M
XLU
Utilities Sector Spdr

ETFs
-5.08K
- 52.32%
$74.7 - $80.27 $380K - $408K
4.63K $365M
GOOG
Alphabet Inc.

Communication Services
-253
- 2.93%
$156.06 - $207.71 $39.5K - $52.6K
8.38K $1.31B
Blackrock Inc
-139
- 5.85%
N/A
2.24K $2.12B
IWM
Ishares Russell 2000 ETF

ETFs
-628
- 10.98%
$198.1 - $229.79 $124K - $144K
5.09K $1.02B
ACN
Accenture PLC

Technology
-268
- 6.66%
$300.91 - $398.25 $80.6K - $107K
3.76K $1.17B
UPS
United Parcel Service Inc

Industrials
-901
- 11.75%
$109.66 - $136.26 $98.8K - $123K
6.77K $744M
HD
Home Depot, Inc.

Consumer Cyclical
-247
- 4.22%
$347.25 - $424.87 $85.8K - $105K
5.61K $2.06B
CMCSA
Comcast Corp

Communication Services
-5.6K
- 26.64%
$33.19 - $38.23 $186K - $214K
15.4K $569M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.26K
- 20.14%
$60.46 - $64.42 $197K - $210K
12.9K $798M
DIS
Walt Disney CO

Communication Services
-503
- 4.65%
$96.87 - $114.0 $48.7K - $57.3K
10.3K $1.02B
WMT
Walmart Inc.

Consumer Defensive
-1.12K
- 3.38%
$84.5 - $105.05 $95K - $118K
32.1K $2.82B
LOW
Lowes Companies Inc

Consumer Cyclical
-268
- 3.01%
$222.66 - $268.42 $59.7K - $71.9K
8.62K $2.01B
UNH
Unitedhealth Group Inc

Healthcare
-435
- 17.3%
$461.52 - $548.18 $201K - $238K
2.08K $1.09B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.08K
- 3.78%
$48.02 - $53.02 $99.8K - $110K
52.9K $2.62B
MRK
Merck & Co., Inc.

Healthcare
-888
- 10.37%
$83.01 - $101.02 $73.7K - $89.7K
7.67K $689M
CAT
Caterpillar Inc

Industrials
-67
- 1.58%
$326.75 - $407.63 $21.9K - $27.3K
4.17K $1.38B
NOW
Service Now, Inc.

Technology
-35
- 7.51%
$783.83 - $1170.39 $27.4K - $41K
431 $343M
PEP
Pepsico Inc

Consumer Defensive
-773
- 5.01%
$142.64 - $156.42 $110K - $121K
14.7K $2.2B
BAC
Bank Of America Corp

Financial Services
-2.03K
- 7.05%
$39.61 - $47.74 $80.3K - $96.8K
26.7K $1.11B
TXN
Texas Instruments Inc

Technology
-575
- 11.38%
N/A
4.48K $805M
IWN
Ishares Russell2000 Val ETF

ETFs
-745
- 33.18%
$149.27 - $169.4 $111K - $126K
1.5K $226M
TFC
Truist Financial Corp

Financial Services
-2.53K
- 15.79%
$39.48 - $48.15 $99.9K - $122K
13.5K $555M
QCOM
Qualcomm Inc

Technology
-891
- 14.78%
$151.94 - $175.86 $135K - $157K
5.14K $789M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-499
- 7.33%
$121.0 - $142.28 $60.4K - $71K
6.31K $785M
DUK
Duke Energy Corp

Utilities
-1.52K
- 33.38%
$105.87 - $121.97 $161K - $185K
3.03K $370M
HON
Honeywell International Inc

Industrials
-151
- 2.46%
$202.75 - $226.52 $30.6K - $34.2K
5.99K $1.27B
MET
Metlife Inc

Financial Services
-1.21K
- 12.72%
$77.7 - $87.0 $93.9K - $105K
8.3K $666M
PFE
Pfizer Inc

Healthcare
-3.04K
- 10.39%
$25.01 - $27.13 $76.1K - $82.6K
26.3K $666M
PANW
Palo Alto Networks Inc

Technology
-195
- 2.92%
$167.82 - $208.28 $32.7K - $40.6K
6.48K $1.11B
VZ
Verizon Communications Inc

Communication Services
-4.52K
- 24.62%
$37.81 - $46.49 $171K - $210K
13.8K $627M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email