Midland Wealth Advisors LLC Incresed Positions in Q3 2024

Midland Wealth Advisors LLC

  • $1.71 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.11M
+ 62.5%
$50.52 - $50.95 $56.2M - $56.7M
2.89M $147B
IEFA
Ishares Tr

ETFs
76.1K
+ 3.94%
$70.09 - $78.74 $5.34M - $5.99M
2.01M $157B
VTV
Vanguard Value ETF

ETFs
5.96K
+ 1.03%
$159.75 - $174.57 $953K - $1.04M
584K $102B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
10.5K
+ 1.83%
$111.9 - $124.28 $1.17M - $1.3M
585K $72.3B
IEMG
Ishares Inc

ETFs
45.1K
+ 5.17%
$53.64 - $53.64 $2.42M - $2.42M
918K $52.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12K
+ 1.15%
$41.02 - $46.01 $492K - $552K
1.06M $48.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.17K
+ 72.31%
$517.38 - $573.86 $2.16M - $2.39M
9.94K $5.71B
VEA
Vanguard Ftse Developed Market

ETFs
46.5K
+ 684.68%
$47.6 - $53.31 $2.21M - $2.48M
53.3K $2.81B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.28K
+ 142.12%
$117.9 - $128.2 $858K - $933K
12.4K $1.59B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.1K
+ 348.87%
$53.41 - $57.9 $805K - $873K
19.4K $1.12B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.9K
+ 41.06%
$50.25 - $50.74 $547K - $552K
37.4K $1.9B
BLK
Black Rock Inc.

Financial Services
88
+ 3.44%
$782.27 - $949.51 $68.8K - $83.6K
2.65K $2.51B
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.37K
+ 24.22%
$75.32 - $84.37 $329K - $369K
22.4K $1.88B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.99K
+ 25.6%
$95.1 - $106.76 $284K - $319K
14.7K $1.57B
JNJ
Johnson & Johnson

Healthcare
1.02K
+ 6.04%
$145.48 - $167.38 $149K - $171K
18K $2.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.01%
$475.2 - $527.7 $475 - $528
15.7K $8.26B
UYLD
Angel Oak Fds Tr Ultrashort In
7.28K
+ 10.0%
N/A
80.1K $4.1B
ACN
Accenture PLC

Technology
53
+ 1.24%
$295.44 - $355.81 $15.7K - $18.9K
4.31K $1.52B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.68K
+ 8.03%
$56.47 - $63.69 $94.9K - $107K
22.6K $1.42B
AVGO
Broadcom Inc.

Technology
8.09K
+ 922.81%
$136.27 - $1745.86 $1.1M - $14.1M
8.97K $1.55B
TJX
Tjx Companies Inc

Consumer Cyclical
119
+ 0.76%
$107.93 - $120.23 $12.8K - $14.3K
15.8K $1.86B
ETN
Eaton Corp PLC

Industrials
200
+ 26.14%
$272.52 - $333.02 $54.5K - $66.6K
965 $320M
ADI
Analog Devices Inc

Technology
322
+ 11.52%
$200.56 - $243.33 $64.6K - $78.4K
3.12K $717M
CRM
Salesforce, Inc.

Technology
36
+ 1.21%
$238.42 - $276.53 $8.58K - $9.96K
3.01K $823M
CTAS
Cintas Corp

Industrials
1.3K
+ 300.0%
$201.38 - $819.83 $261K - $1.06M
1.73K $356M
IWV
Ishares Russell 3000 ETF

ETFs
67
+ 4.47%
$294.75 - $326.73 $19.7K - $21.9K
1.57K $511M
FAST
Fastenal CO

Industrials
202
+ 5.81%
$62.09 - $71.83 $12.5K - $14.5K
3.68K $263M
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.84%
$391.53 - $469.81 $2.35K - $2.82K
724 $340M
CB
Chubb LTD

Financial Services
15
+ 1.73%
$252.51 - $292.2 $3.79K - $4.38K
880 $254M
DFAT
Dimensional ETF Tr U S Target

ETFs
19
+ 0.35%
$51.0 - $57.07 $969 - $1.08K
5.47K $304M
GOOGL
Alphabet Inc.

Communication Services
2.15K
+ 10.05%
$148.65 - $191.18 $319K - $411K
23.5K $3.9B
COP
Conocophillips

Energy
259
+ 9.23%
$102.3 - $116.61 $26.5K - $30.2K
3.07K $323M
EOG
Eog Resources Inc

Energy
33
+ 0.78%
$117.9 - $132.65 $3.89K - $4.38K
4.26K $524M
ADBE
Adobe Inc.

Technology
29
+ 1.79%
$508.13 - $586.55 $14.7K - $17K
1.65K $852M
EW
Edwards Lifesciences Corp

Healthcare
132
+ 2.31%
$59.7 - $93.78 $7.88K - $12.4K
5.85K $386M
Activity Summary
Buys All Purchases 52 New Holdings 16 Increased Positions 36 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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