Midland Wealth Advisors LLC Reduced Holdings in Q4 2025

Midland Wealth Advisors LLC

  • $1.92 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-1.61K
- 18.3%
$38.4 - $43.83 $61.7K - $70.4K
7.17K $292M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.1K
- 15.64%
$85.3 - $88.17 $93.5K - $96.6K
5.91K $521M
VO
Vanguard Mid Cap ETF

ETFs
-262
- 7.39%
$286.27 - $296.23 $75K - $77.6K
3.28K $953M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.13K
- 2.85%
$50.22 - $52.54 $56.5K - $59.1K
38.3K $1.98B
PFE
Pfizer Inc

Healthcare
-2.85K
- 15.69%
$24.23 - $27.37 $69.1K - $78K
15.3K $381M
JNJ
Johnson & Johnson

Healthcare
-1.67K
- 13.39%
$185.98 - $199.58 $311K - $333K
10.8K $2.24B
CSCO
Cisco Systems, Inc.

Technology
-3.53K
- 15.54%
$67.46 - $78.0 $238K - $275K
19.2K $1.48B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-443
- 3.23%
$600.51 - $631.95 $266K - $280K
13.3K $8.32B
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.6K
- 7.47%
$70.2 - $73.89 $112K - $118K
19.8K $1.46B
Ge Vernova Inc
-150
- 19.97%
N/A
601 $393M
EMR
Emerson Electric CO

Industrials
-545
- 10.1%
$126.01 - $140.03 $68.7K - $76.3K
4.85K $644M
GBCI
Glacier Bancorp, Inc.

Financial Services
-500
- 6.54%
$40.66 - $49.06 $20.3K - $24.5K
7.15K $315M
RTX
Raytheon Technologies Corp

Industrials
-1.21K
- 11.75%
$157.0 - $179.44 $189K - $216K
9.05K $1.66B
Linde PLC
-31
- 3.87%
N/A
770 $328M
MA
Mastercard Inc

Financial Services
-91
- 6.31%
$536.85 - $580.45 $48.9K - $52.8K
1.35K $772M
UPS
United Parcel Service Inc

Industrials
-1.29K
- 24.84%
$82.87 - $97.4 $107K - $126K
3.91K $388M
VUG
Vanguard Growth ETF

ETFs
-100
- 10.89%
$470.44 - $504.26 $47K - $50.4K
818 $399M
DFAT
Dimensional ETF Tr U S Target

ETFs
-807
- 14.51%
$55.75 - $58.83 $45K - $47.5K
4.75K $283M
DHR
Danaher Corp

Healthcare
-500
- 20.16%
$202.46 - $223.01 $101K - $112K
1.98K $453M
LMT
Lockheed Martin Corp

Industrials
-50
- 6.84%
$452.1 - $514.24 $22.6K - $25.7K
681 $329M
EXC
Exelon Corp

Utilities
-431
- 3.79%
$44.97 - $48.24 $19.4K - $20.8K
10.9K $476M
MCK
Mckesson Corp

Healthcare
-90
- 10.44%
$738.06 - $859.37 $66.4K - $77.3K
772 $633M
MDT
Medtronic PLC

Healthcare
-358
- 11.78%
$90.06 - $98.43 $32.2K - $35.2K
2.68K $258M
WMT
Walmart Inc.

Consumer Defensive
-2.63K
- 8.27%
$101.18 - $109.03 $267K - $287K
29.2K $3.26B
SPY
Spdr S&P 500 ETF Trust

ETFs
-190
- 2.86%
$653.02 - $687.39 $124K - $131K
6.45K $4.4B
KO
Coca Cola CO

Consumer Defensive
-881
- 7.89%
$66.1 - $71.61 $58.2K - $63.1K
10.3K $719M
VIG
Vanguard Dividend Appreciation

ETFs
-110
- 7.16%
N/A
1.43K $313M
CL
Colgate Palmolive CO

Consumer Defensive
-128
- 1.82%
$74.98 - $79.86 $9.6K - $10.2K
6.91K $546M
BMY
Bristol Myers Squibb CO

Healthcare
-1.66K
- 19.75%
$42.6 - $49.08 $70.5K - $81.2K
6.73K $363M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-274
- 2.01%
$114.27 - $121.15 $31.3K - $33.2K
13.3K $1.6B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-68
- 1.4%
$136.54 - $144.07 $9.28K - $9.8K
4.8K $677M
IWM
Ishares Russell 2000 ETF

ETFs
-81
- 3.53%
$236.79 - $250.33 $19.2K - $20.3K
2.21K $545M
WM
Waste Management Inc

Industrials
-39
- 2.93%
$196.77 - $219.98 $7.67K - $8.58K
1.29K $284M
VB
Vanguard Small Cap ETF

ETFs
-84
- 2.59%
$248.1 - $260.08 $20.8K - $21.8K
3.16K $814M
CSX
Csx Corp

Industrials
-450
- 4.91%
$34.88 - $36.67 $15.7K - $16.5K
8.72K $316M
OKE
Oneok Inc

Energy
-134
- 4.41%
$64.31 - $72.98 $8.62K - $9.78K
2.91K $214M
PM
Philip Morris International Inc.

Consumer Defensive
-3
- 0.18%
$144.33 - $160.86 $433 - $483
1.66K $266M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4
- 0.04%
$94.02 - $97.61 $376 - $390
9.63K $927M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-606
- 2.88%
$92.24 - $96.56 $55.9K - $58.5K
20.4K $1.96B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-504
- 3.64%
$43.57 - $45.71 $22K - $23K
13.3K $621M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-62
- 2.04%
$589.5 - $635.77 $36.5K - $39.4K
2.97K $1.83B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.35%
$577.77 - $604.78 $1.73K - $1.81K
844 $509M
IVE
Ishares S&P 500 Value ETF

ETFs
-146
- 2.28%
$202.52 - $212.07 $29.6K - $31K
6.26K $1.33B
NEE
Nextera Energy Inc

Utilities
-159
- 4.02%
$78.18 - $86.03 $12.4K - $13.7K
3.79K $304M
CB
Chubb LTD

Financial Services
-48
- 6.32%
$268.2 - $296.22 $12.9K - $14.2K
711 $222M
MMM
3 M CO

Industrials
-17
- 0.8%
$148.75 - $171.6 $2.53K - $2.92K
2.1K $336M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-32
- 0.33%
$71.0 - $74.64 $2.27K - $2.39K
9.67K $717M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-189
- 1.85%
$55.63 - $58.98 $10.5K - $11.1K
10K $604M
Listed Fds Tr
-1.75K
- 1.24%
N/A
139K $9.18B
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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