Midland Wealth Advisors LLC Portfolio Holdings
Midland Wealth Advisors LLC
- $1.71 Trillion
- Q3 2024
Midland Wealth Advisors LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.71 Trillion distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $211B, Ishares Tr with a value of $157B, Vanguard Intermediate Term Tre with a value of $154B, Janus Detroit Str Tr Janus Hen with a value of $147B, and Ishares Tr with a value of $128B.
Examining the 13F form we can see an increase of $19.2B in the current position value, from $1.69T to 1.71T.
Midland Wealth Advisors LLC is based out at Rockford, IL
Below you can find more details about Midland Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 191
- Current Value $1.71 Trillion
- Prior Value $1.69 Trillion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 16 stocks
- Additional Purchases 36 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks