Midland Wealth Advisors LLC Reduced Holdings in Q2 2025

Midland Wealth Advisors LLC

  • $1.81 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WWD
Woodward, Inc.

Industrials
-29K
- 59.81%
$157.29 - $247.55 $4.56M - $7.18M
19.5K $4.78B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-22K
- 90.19%
$83.97 - $92.85 $1.85M - $2.04M
2.39K $211M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.98K
- 41.06%
$320.42 - $424.58 $1.27M - $1.69M
5.71K $2.42B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-643
- 5.25%
$483.48 - $539.8 $311K - $347K
11.6K $5.64B
LOW
Lowes Companies Inc

Consumer Cyclical
-3.19K
- 36.98%
$210.83 - $235.28 $672K - $750K
5.44K $1.21B
MCD
Mcdonalds Corp

Consumer Cyclical
-1.78K
- 13.94%
$285.55 - $321.23 $507K - $571K
11K $3.21B
VO
Vanguard Mid Cap ETF

ETFs
-2.49K
- 40.26%
$228.54 - $279.83 $570K - $698K
3.7K $1.04B
JNJ
Johnson & Johnson

Healthcare
-2.31K
- 14.24%
$146.36 - $159.82 $338K - $369K
13.9K $2.13B
UNH
Unitedhealth Group Inc

Healthcare
-262
- 12.6%
$274.35 - $599.47 $71.9K - $157K
1.82K $567M
IWM
Ishares Russell 2000 ETF

ETFs
-2.19K
- 42.97%
$174.82 - $215.79 $383K - $472K
2.9K $627M
ABBV
Abb Vie Inc.

Healthcare
-110
- 0.77%
$170.16 - $206.27 $18.7K - $22.7K
14.2K $2.63B
PG
Procter & Gamble CO

Consumer Defensive
-996
- 5.86%
$157.66 - $172.39 $157K - $172K
16K $2.55B
BMY
Bristol Myers Squibb CO

Healthcare
-2.14K
- 16.36%
$44.12 - $59.6 $94.5K - $128K
11K $507M
V
Visa Inc.

Financial Services
-802
- 21.65%
$308.27 - $373.31 $247K - $299K
2.9K $1.03B
LLY
Eli Lilly & CO

Healthcare
-121
- 4.07%
$713.71 - $898.95 $86.4K - $109K
2.85K $2.22B
ACN
Accenture PLC

Technology
-586
- 15.6%
$279.23 - $323.21 $164K - $189K
3.17K $947M
CVS
Cvs Health Corp

Healthcare
-3.34K
- 34.17%
$60.04 - $70.18 $201K - $235K
6.44K $444M
T
At&T Inc.

Communication Services
-7.69K
- 23.34%
$26.33 - $28.94 $202K - $222K
25.2K $731M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-4.59K
- 8.66%
$43.28 - $50.37 $199K - $231K
48.4K $2.42B
TGT
Target Corp

Consumer Defensive
-1.39K
- 17.03%
$88.76 - $105.77 $123K - $147K
6.76K $667M
UPS
United Parcel Service Inc

Industrials
-923
- 13.64%
$91.92 - $110.2 $84.8K - $102K
5.85K $590M
SHW
Sherwin Williams CO

Basic Materials
-44
- 0.19%
$313.51 - $363.51 $13.8K - $16K
23.7K $8.14B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-4.73K
- 39.51%
$28.02 - $32.37 $133K - $153K
7.25K $230M
FNDX
Schwab Fundamental U S Large C

ETFs
-8.98K
- 11.94%
$20.84 - $24.54 $187K - $220K
66.2K $1.63B
DGRO
Ishares Core Dividend Growth E

ETFs
-2.5K
- 19.38%
$55.22 - $63.94 $138K - $160K
10.4K $666M
XLU
Utilities Sector Spdr

ETFs
-1.67K
- 36.01%
$73.09 - $82.77 $122K - $138K
2.96K $242M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.57K
- 19.53%
$24.32 - $27.87 $86.8K - $99.5K
14.7K $390M
XLB
Select Sector Spdr Fd Material

ETFs
-1.48K
- 31.29%
$74.27 - $88.92 $110K - $132K
3.25K $285M
MDT
Medtronic PLC

Healthcare
-1.22K
- 22.63%
$80.68 - $88.86 $98.4K - $108K
4.17K $363M
MRK
Merck & Co., Inc.

Healthcare
-428
- 5.58%
$73.47 - $87.12 $31.4K - $37.3K
7.25K $574M
PFE
Pfizer Inc

Healthcare
-3.46K
- 13.18%
$21.59 - $24.84 $74.7K - $86K
22.8K $553M
UNP
Union Pacific Corp

Industrials
-422
- 19.39%
$208.27 - $238.46 $87.9K - $101K
1.75K $404M
VZ
Verizon Communications Inc

Communication Services
-1.81K
- 13.09%
$41.67 - $45.62 $75.5K - $82.6K
12K $520M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2K
- 16.04%
$47.46 - $55.3 $95K - $111K
10.5K $578M
ADBE
Adobe Inc.

Technology
-274
- 17.85%
$340.0 - $420.68 $93.2K - $115K
1.26K $488M
CMCSA
Comcast Corp

Communication Services
-2.11K
- 13.7%
$32.84 - $36.72 $69.4K - $77.6K
13.3K $475M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-932
- 11.53%
$114.78 - $133.31 $107K - $124K
7.15K $954M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.47K
- 13.14%
$51.16 - $62.02 $126K - $153K
16.3K $1.01B
DHR
Danaher Corp

Healthcare
-296
- 9.93%
$174.64 - $205.16 $51.7K - $60.7K
2.69K $531M
HAL
Halliburton CO

Energy
-911
- 7.67%
$19.26 - $25.7 $17.5K - $23.4K
11K $224M
SO
Southern CO

Utilities
-836
- 11.02%
$84.91 - $92.56 $71K - $77.4K
6.75K $620M
IVE
Ishares S&P 500 Value ETF

ETFs
-554
- 7.54%
$168.34 - $195.42 $93.3K - $108K
6.79K $1.33B
HD
Home Depot, Inc.

Consumer Cyclical
-197
- 3.51%
$335.24 - $380.78 $66K - $75K
5.42K $1.99B
CRM
Salesforce, Inc.

Technology
-270
- 9.08%
$236.26 - $291.15 $63.8K - $78.6K
2.7K $737M
EOG
Eog Resources Inc

Energy
-244
- 6.93%
$104.61 - $129.97 $25.5K - $31.7K
3.28K $392M
MET
Metlife Inc

Financial Services
-754
- 9.09%
$68.42 - $82.49 $51.6K - $62.2K
7.54K $607M
COST
Costco Wholesale Corp

Consumer Defensive
-171
- 6.79%
$908.13 - $1056.85 $155K - $181K
2.35K $2.32B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-155
- 14.96%
$468.22 - $566.51 $72.6K - $87.8K
881 $499M
KO
Coca Cola CO

Consumer Defensive
-505
- 4.2%
$68.37 - $73.9 $34.5K - $37.3K
11.5K $815M
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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