Midland Wealth Advisors LLC Purchases in Q2 2025

Midland Wealth Advisors LLC

  • $1.81 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.21K
+ 2.31%
$498.8 - $620.9 $4.09M - $5.09M
363K $225B
IVW
Ishares S&P 500 Growth ETF

ETFs
7.13K
+ 0.63%
$82.96 - $110.1 $591K - $784K
1.14M $125B
IEFA
Ishares Tr

ETFs
4.7K
+ 0.23%
$67.83 - $84.09 $319K - $395K
2.05M $171B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
53K
+ 2.69%
$50.39 - $60.05 $2.67M - $3.18M
2.03M $122B
IJK
Ishares S&P Midcap 400 Growth

ETFs
9.84K
+ 1.13%
$73.7 - $90.98 $725K - $895K
878K $79.9B
IEMG
Ishares Inc

ETFs
6.42K
+ 0.67%
N/A
961K $57.7B
VTV
Vanguard Value ETF

ETFs
18.5K
+ 3.2%
$153.67 - $176.74 $2.85M - $3.27M
598K $106B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
102K
+ 3.03%
$49.79 - $50.75 $5.08M - $5.17M
3.47M $176B
VGIT
Vanguard Intermediate Term Tre

ETFs
60.7K
+ 2.48%
$58.63 - $59.9 $3.56M - $3.64M
2.51M $150B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
43K
+ 3.85%
$35.35 - $42.68 $1.52M - $1.84M
1.16M $49.5B
MBB
Ishares Tr

ETFs
32K
+ 1.75%
$91.41 - $94.22 $2.92M - $3.01M
1.86M $174B
EDV
Vanguard Extended Duration Tre

ETFs
85.2K
+ 9.69%
$62.83 - $72.45 $5.36M - $6.18M
965K $65B
AAPL
Apple Inc.

Technology
11.1K
+ 20.82%
$172.42 - $223.89 $1.91M - $2.49M
64.4K $13.2B
UYLD
Angel Oak Fds Tr Ultrashort In
14.8K
+ 10.57%
N/A
155K $7.93B
VTI
Vanguard Total Stock Market Et

ETFs
284
+ 1.4%
$243.75 - $303.93 $69.2K - $86.3K
20.6K $6.26B
TSLA
Tesla, Inc.

Consumer Cyclical
1.94K
New
$221.86 - $362.89 $430K - $704K
1.94K $616M
WMT
Walmart Inc.

Consumer Defensive
2.44K
+ 7.62%
$81.79 - $99.98 $200K - $244K
34.5K $3.38B
SPY
Spdr S&P 500 ETF Trust

ETFs
311
+ 4.95%
$496.48 - $617.85 $154K - $192K
6.6K $4.08B
CEG
Constellation Energy Corp

Utilities
32
+ 0.98%
$170.96 - $322.76 $5.47K - $10.3K
3.3K $1.06B
NFLX
Netflix Inc

Communication Services
286
New
$855.86 - $1339.13 $245K - $383K
286 $383M
VGT
Vanguard Information Technolog

ETFs
503
New
$470.37 - $663.28 $237K - $334K
503 $334M
COF
Capital One Financial Corp

Financial Services
1.19K
New
$150.57 - $212.76 $178K - $252K
1.19K $252M
MSBI
Midland States Bancorp, Inc.

Financial Services
14.3K
New
$15.14 - $18.77 $216K - $268K
14.3K $247M
MU
Micron Technology Inc

Technology
1.92K
New
$64.72 - $127.91 $124K - $245K
1.92K $236M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.1K
New
$24.94 - $25.42 $202K - $206K
8.1K $206M
MCHP
Microchip Technology Inc

Technology
2.89K
New
$35.34 - $71.6 $102K - $207K
2.89K $203M
AXP
American Express CO

Financial Services
38
+ 1.0%
$231.39 - $318.98 $8.79K - $12.1K
3.84K $1.22B
GLW
Corning Inc

Technology
3.82K
New
$39.07 - $52.59 $149K - $201K
3.82K $201M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.78K
+ 6.35%
$50.36 - $50.68 $190K - $192K
63.4K $3.21B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.12K
+ 12.83%
$74.88 - $91.97 $83.8K - $103K
9.84K $905M
VUG
Vanguard Growth ETF

ETFs
241
+ 33.9%
$329.49 - $438.4 $79.4K - $106K
952 $417M
ETN
Eaton Corp PLC

Industrials
46
+ 4.85%
$246.52 - $356.99 $11.3K - $16.4K
995 $355M
MCK
Mckesson Corp

Healthcare
65
+ 7.9%
$652.83 - $732.78 $42.4K - $47.6K
888 $651M
AMGN
Amgen Inc

Healthcare
437
+ 19.85%
$262.28 - $309.85 $115K - $135K
2.64K $737M
LMT
Lockheed Martin Corp

Industrials
22
+ 3.01%
$430.82 - $486.45 $9.48K - $10.7K
752 $348M
DFAT
Dimensional ETF Tr U S Target

ETFs
25
+ 0.45%
$44.8 - $53.97 $1.12K - $1.35K
5.53K $299M
FAST
Fastenal CO

Industrials
3.38K
+ 91.84%
$40.65 - $83.16 $137K - $281K
7.05K $296M
PFG
Principal Financial Group Inc

Financial Services
100
+ 0.64%
$69.56 - $86.19 $6.96K - $8.62K
15.7K $1.24B
XOM
Exxon Mobil Corp

Energy
985
+ 4.49%
$99.93 - $119.04 $98.4K - $117K
22.9K $2.47B
CVX
Chevron Corp

Energy
565
+ 4.13%
$133.73 - $168.51 $75.6K - $95.2K
14.2K $2.04B
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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