Midland Wealth Advisors LLC Portfolio Holdings
Midland Wealth Advisors LLC
- $1.66 Trillion
- Q4 2024
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.
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 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