Midland Wealth Advisors LLC Reduced Holdings in Q3 2025

Midland Wealth Advisors LLC

  • $1.87 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.98M
- 79.03%
$58.97 - $60.36 $117M - $120M
526K $31.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
-458K
- 40.22%
$108.97 - $121.65 $49.9M - $55.7M
680K $82.1B
VTV
Vanguard Value ETF

ETFs
-216K
- 36.05%
$175.51 - $186.57 $37.8M - $40.2M
382K $71.3B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-389K
- 44.26%
$91.28 - $97.59 $35.5M - $37.9M
490K $46.9B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-590K
- 29.13%
$59.61 - $63.09 $35.2M - $37.2M
1.44M $90.3B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-263K
- 43.97%
$122.57 - $132.57 $32.3M - $34.9M
336K $43.6B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-103K
- 2.97%
$50.53 - $50.82 $5.2M - $5.23M
3.36M $171B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-195K
- 16.74%
$42.26 - $47.16 $8.22M - $9.17M
968K $44.8B
LLY
Eli Lilly & CO

Healthcare
-644
- 22.58%
$625.65 - $812.69 $403K - $523K
2.21K $1.68B
PG
Procter & Gamble CO

Consumer Defensive
-1.97K
- 12.28%
$150.47 - $161.22 $296K - $317K
14K $2.16B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-8.92K
- 18.43%
$50.02 - $53.28 $446K - $475K
39.4K $2.06B
META
Meta Platforms, Inc.

Communication Services
-448
- 13.51%
$695.21 - $791.73 $311K - $355K
2.87K $2.11B
HON
Honeywell International Inc

Industrials
-794
- 13.66%
$207.7 - $240.4 $165K - $191K
5.02K $1.06B
TGT
Target Corp

Consumer Defensive
-2.59K
- 38.36%
$86.56 - $107.43 $224K - $278K
4.17K $374M
WWD
Woodward, Inc.

Industrials
-1.67K
- 8.56%
$237.33 - $266.1 $396K - $444K
17.8K $4.5B
CRM
Salesforce, Inc.

Technology
-733
- 27.12%
$231.66 - $273.65 $170K - $201K
1.97K $467M
AVGO
Broadcom Inc.

Technology
-1.95K
- 25.72%
$264.74 - $369.57 $517K - $722K
5.64K $1.86B
PANW
Palo Alto Networks Inc

Technology
-1.1K
- 18.14%
$167.06 - $208.19 $184K - $229K
4.96K $1.01B
ICE
Intercontinental Exchange, Inc.

Financial Services
-811
- 13.5%
$167.28 - $188.45 $136K - $153K
5.2K $875M
DIS
Walt Disney CO

Communication Services
-1.12K
- 11.38%
$112.25 - $124.0 $125K - $139K
8.7K $996M
CMCSA
Comcast Corp

Communication Services
-4.79K
- 36.01%
$31.41 - $36.33 $151K - $174K
8.52K $268M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-966
- 16.92%
$420.11 - $472.68 $406K - $457K
4.74K $2.22B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-684
- 29.84%
$339.37 - $366.46 $232K - $251K
1.61K $588M
PEP
Pepsico Inc

Consumer Defensive
-2.18K
- 15.74%
$133.81 - $152.16 $291K - $331K
11.7K $1.64B
CSCO
Cisco Systems, Inc.

Technology
-2.17K
- 8.73%
$66.2 - $71.79 $144K - $156K
22.7K $1.55B
NOW
Service Now, Inc.

Technology
-137
- 32.85%
$850.86 - $1044.69 $117K - $143K
280 $258M
AMGN
Amgen Inc

Healthcare
-613
- 23.23%
$271.18 - $309.22 $166K - $190K
2.03K $572M
UPS
United Parcel Service Inc

Industrials
-639
- 10.93%
$82.58 - $105.54 $52.8K - $67.4K
5.21K $435M
MCD
Mcdonalds Corp

Consumer Cyclical
-873
- 7.96%
$291.67 - $316.99 $255K - $277K
10.1K $3.07B
VZ
Verizon Communications Inc

Communication Services
-3.24K
- 26.97%
$40.84 - $45.06 $132K - $146K
8.78K $386M
TXN
Texas Instruments Inc

Technology
-179
- 4.22%
N/A
4.06K $746M
BMY
Bristol Myers Squibb CO

Healthcare
-2.57K
- 23.48%
$43.31 - $48.98 $111K - $126K
8.38K $378M
ETN
Eaton Corp PLC

Industrials
-389
- 39.1%
$342.99 - $392.76 $133K - $153K
606 $227M
UNP
Union Pacific Corp

Industrials
-489
- 27.88%
$214.91 - $237.16 $105K - $116K
1.27K $299M
AMD
Advanced Micro Devices Inc

Technology
-1.7K
- 19.69%
$134.8 - $184.42 $229K - $314K
6.93K $1.12B
TFC
Truist Financial Corp

Financial Services
-2.97K
- 24.76%
$42.83 - $47.07 $127K - $140K
9.01K $412M
WMT
Walmart Inc.

Consumer Defensive
-2.67K
- 7.74%
$94.4 - $104.27 $252K - $279K
31.9K $3.28B
BAC
Bank Of America Corp

Financial Services
-3.74K
- 15.92%
$44.92 - $52.42 $168K - $196K
19.8K $1.02B
ADBE
Adobe Inc.

Technology
-139
- 11.02%
$333.65 - $392.1 $46.4K - $54.5K
1.12K $396M
EOG
Eog Resources Inc

Energy
-594
- 18.12%
$112.12 - $126.1 $66.6K - $74.9K
2.69K $301M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-993
- 16.95%
$131.47 - $143.64 $131K - $143K
4.86K $688M
PFE
Pfizer Inc

Healthcare
-4.64K
- 20.34%
$23.29 - $25.88 $108K - $120K
18.2K $463M
ITW
Illinois Tool Works Inc

Industrials
-525
- 14.67%
$252.31 - $269.41 $132K - $141K
3.05K $796M
CL
Colgate Palmolive CO

Consumer Defensive
-80
- 1.12%
$79.36 - $93.33 $6.35K - $7.47K
7.03K $562M
ADI
Analog Devices Inc

Technology
-411
- 15.98%
$220.68 - $255.63 $90.7K - $105K
2.16K $531M
PM
Philip Morris International Inc.

Consumer Defensive
-229
- 12.13%
$157.77 - $183.27 $36.1K - $42K
1.66K $269M
KO
Coca Cola CO

Consumer Defensive
-350
- 3.04%
$65.67 - $71.67 $23K - $25.1K
11.2K $741M
MDT
Medtronic PLC

Healthcare
-1.13K
- 27.1%
$87.67 - $95.74 $99.1K - $108K
3.04K $290M
MRK
Merck & Co., Inc.

Healthcare
-1.29K
- 17.81%
$77.6 - $87.37 $100K - $113K
5.96K $500M
Activity Summary
Buys All Purchases 41 New Holdings 10 Increased Positions 31 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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