Midland Wealth Advisors LLC Reduced Holdings in Q3 2024

Midland Wealth Advisors LLC

  • $1.71 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-3.28K
- 20.38%
$62.69 - $73.01 $206K - $240K
12.8K $922M
HAL
Halliburton CO

Energy
-786
- 4.65%
$27.81 - $36.44 $21.9K - $28.6K
16.1K $468M
UNP
Union Pacific Corp

Industrials
-733
- 18.62%
$221.78 - $256.09 $163K - $188K
3.2K $790M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-480
- 15.95%
$283.28 - $314.39 $136K - $151K
2.53K $795M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.96K
- 10.93%
$46.17 - $51.13 $321K - $356K
56.7K $2.9B
HSY
Hershey CO

Consumer Defensive
-510
- 12.41%
$182.45 - $203.25 $93K - $104K
3.6K $690M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.36K
- 17.78%
$77.02 - $85.06 $105K - $116K
6.28K $531M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-3.39K
- 10.31%
$50.99 - $57.81 $173K - $196K
29.5K $1.69B
DUK
Duke Energy Corp

Utilities
-1.23K
- 21.79%
$99.35 - $117.71 $122K - $145K
4.43K $510M
COST
Costco Wholesale Corp

Consumer Defensive
-180
- 6.11%
$801.83 - $917.05 $144K - $165K
2.77K $2.45B
V
Visa Inc.

Financial Services
-367
- 7.73%
$253.74 - $291.56 $93.1K - $107K
4.38K $1.2B
EMR
Emerson Electric CO

Industrials
-310
- 4.86%
$98.19 - $118.87 $30.4K - $36.8K
6.07K $664M
GE
General Electric CO

Industrials
-808
- 20.99%
$156.66 - $189.66 $127K - $153K
3.04K $574M
EXC
Exelon Corp

Utilities
-3.69K
- 19.58%
$34.24 - $40.55 $126K - $149K
15.1K $614M
AMAT
Applied Materials Inc

Technology
-7
- 0.7%
$174.88 - $254.97 $1.22K - $1.78K
991 $200M
PANW
Palo Alto Networks Inc

Technology
-132
- 3.49%
$294.18 - $368.01 $38.8K - $48.6K
3.65K $1.25B
MMM
3 M CO

Industrials
-1.17K
- 30.7%
$99.69 - $139.42 $116K - $163K
2.64K $360M
VUG
Vanguard Growth ETF

ETFs
-84
- 9.04%
$341.08 - $391.94 $28.7K - $32.9K
845 $324M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-934
- 10.12%
$71.86 - $78.56 $67.1K - $73.4K
8.29K $651M
TFC
Truist Financial Corp

Financial Services
-2.28K
- 11.34%
$38.22 - $44.94 $87.1K - $102K
17.8K $762M
ABBV
Abb Vie Inc.

Healthcare
-2.41K
- 13.54%
$163.84 - $199.33 $394K - $480K
15.4K $3.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.55K
- 9.09%
$105.53 - $118.34 $164K - $184K
15.5K $1.82B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-315
- 9.69%
$70.02 - $76.68 $22.1K - $24.2K
2.94K $225M
ISRG
Intuitive Surgical Inc

Healthcare
-60
- 10.83%
$416.14 - $494.01 $25K - $29.6K
494 $243M
CMCSA
Comcast Corp

Communication Services
-1.57K
- 6.39%
$37.33 - $41.78 $58.5K - $65.5K
23K $959M
CSX
Csx Corp

Industrials
-250
- 2.52%
$32.48 - $35.45 $8.12K - $8.86K
9.67K $334M
CVS
Cvs Health Corp

Healthcare
-821
- 5.51%
$55.81 - $63.18 $45.8K - $51.9K
14.1K $886M
CAT
Caterpillar Inc

Industrials
-1.7K
- 14.68%
$316.8 - $391.12 $538K - $664K
9.87K $3.86B
Linde PLC
-73
- 6.67%
N/A
1.02K $487M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-316
- 5.56%
$41.9 - $48.26 $13.2K - $15.3K
5.37K $257M
CAH
Cardinal Health Inc

Healthcare
-175
- 7.03%
$93.74 - $114.66 $16.4K - $20.1K
2.31K $256M
DE
Deere & CO

Industrials
-35
- 5.74%
$344.84 - $418.0 $12.1K - $14.6K
575 $240M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-98
- 2.08%
$97.81 - $108.79 $9.59K - $10.7K
4.61K $501M
GD
General Dynamics Corp

Industrials
-60
- 2.0%
$279.51 - $308.09 $16.8K - $18.5K
2.93K $886M
AXP
American Express CO

Financial Services
-569
- 13.02%
$225.92 - $271.17 $129K - $154K
3.8K $1.03B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-54
- 6.65%
$531.86 - $624.21 $28.7K - $33.7K
758 $469M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.6K
- 3.03%
$17.02 - $18.39 $27.2K - $29.4K
51.1K $933M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-727
- 5.12%
$30.61 - $34.92 $22.3K - $25.4K
13.5K $465M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-285
- 1.94%
$38.51 - $41.69 $11K - $11.9K
14.4K $602M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-144
- 1.44%
$56.04 - $62.2 $8.07K - $8.96K
9.85K $613M
NOW
Service Now, Inc.

Technology
-34
- 6.07%
$730.87 - $937.36 $24.8K - $31.9K
526 $470M
NEE
Nextera Energy Inc

Utilities
-721
- 9.93%
$69.9 - $84.97 $50.4K - $61.3K
6.54K $553M
CL
Colgate Palmolive CO

Consumer Defensive
-41
- 0.57%
$95.54 - $108.77 $3.92K - $4.46K
7.17K $744M
CSCO
Cisco Systems, Inc.

Technology
-2.59K
- 8.1%
$44.74 - $53.22 $116K - $138K
29.3K $1.56B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8
- 0.55%
$523.84 - $572.02 $4.19K - $4.58K
1.46K $831M
TXN
Texas Instruments Inc

Technology
-13
- 0.24%
$194.6 - $194.6 $2.53K - $2.53K
5.33K $1.1B
MDT
Medtronic PLC

Healthcare
-124
- 1.89%
$76.84 - $91.03 $9.53K - $11.3K
6.43K $579M
DHR
Danaher Corp

Healthcare
-113
- 3.27%
$239.25 - $280.76 $27K - $31.7K
3.35K $930M
MA
Mastercard Inc

Financial Services
-48
- 2.8%
$429.6 - $500.99 $20.6K - $24K
1.67K $822M
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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