Midland Wealth Advisors LLC Incresed Positions in Q4 2024

Midland Wealth Advisors LLC

  • $1.66 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
165K
+ 5.71%
$50.62 - $50.97 $8.36M - $8.42M
3.06M $155B
IVV
Ishares Core S&P 500 ETF

ETFs
691
+ 0.19%
$570.51 - $610.59 $394K - $422K
366K $215B
UYLD
Angel Oak Fds Tr Ultrashort In
48.9K
+ 61.01%
N/A
129K $6.59B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.9K
+ 42.63%
$50.37 - $50.6 $803K - $807K
53.3K $2.69B
QQQ
Invesco Qqq Trust, Series 1

ETFs
752
+ 12.95%
$481.22 - $538.17 $362K - $405K
6.56K $3.35B
IWF
Ishares Russell 1000 Gr ETF

ETFs
318
+ 3.44%
$370.24 - $418.94 $118K - $133K
9.57K $3.84B
FNDX
Schwab Fundamental U S Large C

ETFs
93.1K
+ 237.17%
$23.49 - $71.77 $2.19M - $6.68M
132K $3.13B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
9.3K
+ 93.0%
$25.33 - $27.57 $236K - $256K
19.3K $501M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.19K
+ 8.33%
$87.25 - $95.52 $104K - $114K
15.5K $1.37B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.55K
+ 16.94%
$23.29 - $23.93 $106K - $109K
31.4K $736M
AEE
Ameren Corp

Utilities
775
+ 28.52%
$85.81 - $94.98 $66.5K - $73.6K
3.49K $311M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
605
+ 4.88%
$126.68 - $134.74 $76.6K - $81.5K
13K $1.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
206
+ 4.36%
$442.29 - $483.08 $91.1K - $99.5K
4.93K $2.23B
VEA
Vanguard Ftse Developed Market

ETFs
6.55K
+ 12.29%
$47.57 - $52.44 $312K - $343K
59.9K $2.86B
DFUS
Dimensional ETF Tr U S Equity

ETFs
30
+ 0.3%
$61.52 - $66.5 $1.85K - $2K
9.88K $630M
DE
Deere & CO

Industrials
28
+ 4.87%
$389.45 - $466.0 $10.9K - $13K
603 $256M
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.16%
$261.5 - $284.63 $2.62K - $2.85K
6.24K $1.65B
DFAT
Dimensional ETF Tr U S Target

ETFs
21
+ 0.38%
$54.54 - $61.04 $1.15K - $1.28K
5.49K $306M
PFF
Ishares Trust Ishares Pfd And

ETFs
200
+ 1.94%
$31.23 - $33.51 $6.25K - $6.7K
10.5K $330M
COP
Conocophillips

Energy
43
+ 1.4%
$95.12 - $114.72 $4.09K - $4.93K
3.11K $308M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.5K
+ 198.3%
$26.93 - $84.95 $335K - $1.06M
18.7K $512M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19
+ 0.35%
$44.04 - $49.49 $837 - $940
5.39K $237M
DUK
Duke Energy Corp

Utilities
124
+ 2.8%
$105.76 - $120.76 $13.1K - $15K
4.55K $490M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.7K
+ 7.5%
$57.29 - $63.1 $97.1K - $107K
24.3K $1.39B
PANW
Palo Alto Networks Inc

Technology
3.03K
+ 83.0%
$181.96 - $405.9 $551K - $1.23M
6.68K $1.21B
EXC
Exelon Corp

Utilities
152
+ 1.0%
$36.22 - $40.97 $5.51K - $6.23K
15.3K $576M
CL
Colgate Palmolive CO

Consumer Defensive
197
+ 2.75%
$90.22 - $102.31 $17.8K - $20.2K
7.37K $670M
CEG
Constellation Energy Corp

Utilities
57
+ 1.89%
$224.28 - $285.52 $12.8K - $16.3K
3.07K $687M
ABBV
Abb Vie Inc.

Healthcare
45
+ 0.29%
$164.99 - $203.87 $7.42K - $9.17K
15.4K $2.74B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.8K
+ 0.36%
$44.33 - $49.55 $169K - $188K
1.06M $47.7B
TLT
Ishares Barclays 20+ Year Trea

ETFs
47.9K
+ 8.49%
$87.1 - $98.49 $4.17M - $4.72M
612K $53.5B
IEMG
Ishares Inc

ETFs
4.79K
+ 0.52%
N/A
923K $48.2B
IEFA
Ishares Tr

ETFs
10.6K
+ 0.53%
$70.06 - $77.43 $743K - $821K
2.02M $142B
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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