Midland Wealth Advisors LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.66 Trillion distributed in 189 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 $215B, Janus Detroit Str Tr Janus Hen with a value of $155B, Vanguard Intermediate Term Tre with a value of $145B, Ishares Tr with a value of $142B, and Ishares Tr with a value of $122B.

Examining the 13F form we can see an decrease of $44.1B in the current position value, from $1.71T to 1.66T.

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.

Portfolio value $1.66 Trillion
Technology: $47.3 Billion
Industrials: $20.1 Billion
Healthcare: $18 Billion
Financial Services: $16.8 Billion
Consumer Defensive: $14.7 Billion
Consumer Cyclical: $14 Billion
Communication Services: $11.5 Billion
Basic Materials: $8.36 Billion
Other: $15 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $1.66 Trillion
  • Prior Value $1.71 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
Track This Portfolio

Track Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.