Midland Wealth Advisors LLC Sells in Q4 2025

Midland Wealth Advisors LLC

  • $1.92 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-185K
- 35.1%
$59.84 - $60.54 $11M - $11.2M
341K $20.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
-50.1K
- 7.36%
$118.29 - $126.28 $5.92M - $6.32M
630K $77.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.07K
- 70.61%
$475.68 - $513.11 $3.84M - $4.14M
3.36K $1.69B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-42K
- 8.58%
$93.11 - $97.9 $3.91M - $4.11M
448K $43.4B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-28K
- 8.35%
$125.45 - $131.1 $3.52M - $3.67M
308K $40.5B
VTV
Vanguard Value ETF

ETFs
-23.9K
- 6.25%
$182.87 - $189.72 $4.37M - $4.53M
358K $68.4B
MSFT
Microsoft Corp

Technology
-1.63K
- 5.93%
$496.82 - $542.07 $809K - $883K
25.8K $12.5B
ORCL
Oracle Corp

Technology
-1.44K
- 9.06%
$217.57 - $313.0 $312K - $449K
14.4K $2.81B
SHW
Sherwin Williams CO

Basic Materials
-1.65K
- 7.01%
$330.74 - $354.45 $546K - $586K
21.9K $7.1B
AAPL
Apple Inc.

Technology
-7.29K
- 11.6%
$245.27 - $275.25 $1.79M - $2.01M
55.6K $15.1B
COST
Costco Wholesale Corp

Consumer Defensive
-389
- 18.38%
$910.94 - $954.99 $354K - $371K
1.73K $1.49B
ABBV
Abb Vie Inc.

Healthcare
-1.79K
- 11.79%
$211.96 - $244.38 $380K - $438K
13.4K $3.06B
AXP
American Express CO

Financial Services
-1.44K
- 40.54%
$316.26 - $372.77 $455K - $537K
2.11K $781M
AVGO
Broadcom Inc.

Technology
-1.4K
- 24.84%
$324.63 - $385.98 $455K - $541K
4.24K $1.47B
META
Meta Platforms, Inc.

Communication Services
-258
- 9.0%
$609.01 - $751.67 $157K - $194K
2.61K $1.72B
PG
Procter & Gamble CO

Consumer Defensive
-1.51K
- 10.77%
$145.5 - $153.18 $220K - $232K
12.5K $1.8B
Blackrock Inc
-172
- 9.52%
N/A
1.63K $1.75B
JPM
Jpmorgan Chase & CO

Financial Services
-1.56K
- 7.17%
$294.11 - $320.41 $459K - $500K
20.2K $6.52B
LOW
Lowes Companies Inc

Consumer Cyclical
-1.15K
- 24.15%
$225.0 - $247.99 $259K - $285K
3.61K $871M
NVDA
Nvidia Corp

Technology
-1.72K
- 8.82%
$179.83 - $207.04 $310K - $357K
17.8K $3.32B
HON
Honeywell International Inc

Industrials
-1.21K
- 24.12%
$194.07 - $220.67 $235K - $267K
3.81K $743M
XOM
Exxon Mobil Corp

Energy
-5.38K
- 12.03%
$110.64 - $119.78 $595K - $644K
39.3K $4.73B
ABT
Abbott Laboratories

Healthcare
-1.28K
- 8.29%
$123.62 - $134.59 $158K - $172K
14.1K $1.77B
PANW
Palo Alto Networks Inc

Technology
-986
- 19.89%
$204.77 - $221.38 $202K - $218K
3.97K $732M
MCD
Mcdonalds Corp

Consumer Cyclical
-921
- 9.12%
$293.81 - $310.11 $271K - $286K
9.18K $2.8B
UNH
Unitedhealth Group Inc

Healthcare
-615
- 30.01%
$320.52 - $369.92 $197K - $228K
1.43K $473M
DIS
Walt Disney CO

Communication Services
-1.95K
- 22.4%
$105.69 - $116.65 $206K - $227K
6.75K $768M
QCOM
Qualcomm Inc

Technology
-1.45K
- 32.15%
$153.59 - $187.68 $223K - $273K
3.07K $525M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.17K
- 22.5%
$145.59 - $162.64 $170K - $190K
4.03K $652M
BAC
Bank Of America Corp

Financial Services
-4.83K
- 24.45%
$48.65 - $54.11 $235K - $262K
14.9K $822M
VGT
Vanguard Information Technolog

ETFs
-265
- 38.24%
$736.33 - $801.52 $195K - $212K
428 $323M
PEP
Pepsico Inc

Consumer Defensive
-1.6K
- 13.75%
$138.84 - $153.71 $222K - $246K
10K $1.44B
TJX
Tjx Companies Inc

Consumer Cyclical
-1.95K
- 16.72%
$138.56 - $147.63 $270K - $288K
9.71K $1.49B
CVX
Chevron Corp

Energy
-962
- 7.22%
$148.9 - $157.72 $143K - $152K
12.4K $1.88B
T
At&T Inc.

Communication Services
-3.7K
- 15.35%
$24.44 - $27.55 $90.4K - $102K
20.4K $507M
GD
General Dynamics Corp

Industrials
-493
- 27.59%
$330.59 - $353.77 $163K - $174K
1.29K $436M
TFC
Truist Financial Corp

Financial Services
-4.16K
- 46.16%
$41.09 - $45.64 $171K - $190K
4.85K $239M
CRM
Salesforce, Inc.

Technology
-837
- 42.49%
$235.69 - $263.41 $197K - $220K
1.13K $300M
CVS
Cvs Health Corp

Healthcare
-2.36K
- 41.62%
$76.69 - $83.04 $181K - $196K
3.31K $262M
HCA
Hca Healthcare, Inc.

Healthcare
-531
- 25.31%
$410.68 - $476.61 $218K - $253K
1.57K $732M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-390
- 8.22%
$459.47 - $491.71 $179K - $192K
4.35K $2.06B
ADI
Analog Devices Inc

Technology
-783
- 36.23%
$225.32 - $246.37 $176K - $193K
1.38K $374M
SO
Southern CO

Utilities
-1.2K
- 19.73%
$90.58 - $99.72 $109K - $119K
4.88K $425M
V
Visa Inc.

Financial Services
-467
- 16.15%
$325.75 - $352.42 $152K - $165K
2.43K $850M
TXN
Texas Instruments Inc

Technology
-542
- 13.34%
N/A
3.52K $611M
GE
General Electric CO

Industrials
-500
- 16.95%
$291.49 - $314.28 $146K - $157K
2.45K $754M
MET
Metlife Inc

Financial Services
-1.33K
- 19.13%
$75.97 - $82.89 $101K - $110K
5.63K $444M
ADBE
Adobe Inc.

Technology
-343
- 30.57%
$325.07 - $359.91 $111K - $123K
779 $273M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.54K
- 27.3%
$26.44 - $27.53 $120K - $125K
12.1K $332M
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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