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
DSI
Ishares Msci Kld 400 Social Et

ETFs
-884
- 22.25%
$115.96 - $125.95 $103K - $111K
3.09K $389M
IWM
Ishares Russell 2000 ETF

ETFs
-610
- 21.01%
$214.92 - $244.84 $131K - $149K
2.29K $555M
EFG
Msci Eafe Growth ETF

ETFs
-640
- 21.92%
$106.99 - $114.46 $68.5K - $73.3K
2.28K $260M
ABT
Abbott Laboratories

Healthcare
-253
- 1.62%
$120.51 - $136.62 $30.5K - $34.6K
15.4K $2.06B
GD
General Dynamics Corp

Industrials
-519
- 22.51%
$293.92 - $341.0 $153K - $177K
1.79K $609M
T
At&T Inc.

Communication Services
-1.15K
- 4.55%
$26.94 - $29.62 $30.9K - $34K
24.1K $681M
QCOM
Qualcomm Inc

Technology
-493
- 9.83%
$145.84 - $173.55 $71.9K - $85.6K
4.52K $752M
AXP
American Express CO

Financial Services
-287
- 7.48%
$294.27 - $342.31 $84.5K - $98.2K
3.55K $1.18B
SO
Southern CO

Utilities
-675
- 10.0%
$90.83 - $96.0 $61.3K - $64.8K
6.07K $576M
V
Visa Inc.

Financial Services
-10
- 0.34%
$332.09 - $358.86 $3.32K - $3.59K
2.89K $987M
NEE
Nextera Energy Inc

Utilities
-833
- 17.41%
$69.77 - $77.54 $58.1K - $64.6K
3.95K $298M
MET
Metlife Inc

Financial Services
-586
- 7.77%
$73.82 - $82.37 $43.3K - $48.3K
6.96K $573M
EMR
Emerson Electric CO

Industrials
-150
- 2.71%
$128.6 - $149.63 $19.3K - $22.4K
5.4K $708M
DUK
Duke Energy Corp

Utilities
-339
- 11.18%
$116.31 - $125.93 $39.4K - $42.7K
2.69K $333M
WM
Waste Management Inc

Industrials
-48
- 3.48%
$213.88 - $237.1 $10.3K - $11.4K
1.33K $294M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-675
- 8.79%
$82.42 - $87.03 $55.6K - $58.7K
7.01K $610M
CEG
Constellation Energy Corp

Utilities
-125
- 3.79%
$298.82 - $354.89 $37.4K - $44.4K
3.17K $1.04B
TJX
Tjx Companies Inc

Consumer Cyclical
-2.13K
- 15.48%
$121.35 - $144.54 $259K - $308K
11.7K $1.68B
CB
Chubb LTD

Financial Services
-40
- 5.01%
$265.99 - $289.59 $10.6K - $11.6K
759 $214M
CVS
Cvs Health Corp

Healthcare
-775
- 12.03%
$58.75 - $76.5 $45.5K - $59.3K
5.67K $427M
LOW
Lowes Companies Inc

Consumer Cyclical
-673
- 12.38%
$215.01 - $273.02 $145K - $184K
4.76K $1.2B
HCA
Hca Healthcare, Inc.

Healthcare
-252
- 10.72%
$334.32 - $426.2 $84.2K - $107K
2.1K $894M
IVE
Ishares S&P 500 Value ETF

ETFs
-388
- 5.71%
$194.44 - $206.51 $75.4K - $80.1K
6.41K $1.32B
COF
Capital One Financial Corp

Financial Services
-11
- 0.93%
$207.29 - $229.74 $2.28K - $2.53K
1.17K $250M
Linde PLC
-10
- 1.23%
N/A
801 $380M
MA
Mastercard Inc

Financial Services
-12
- 0.82%
$550.18 - $598.96 $6.6K - $7.19K
1.44K $821M
VO
Vanguard Mid Cap ETF

ETFs
-156
- 4.22%
$279.83 - $293.74 $43.7K - $45.8K
3.54K $1.04B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-34
- 3.86%
$567.09 - $607.37 $19.3K - $20.7K
847 $505M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-148
- 2.04%
$31.31 - $34.54 $4.63K - $5.11K
7.1K $239M
Blackrock Inc
-192
- 9.61%
N/A
1.81K $2.11B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-248
- 2.37%
$55.15 - $58.11 $13.7K - $14.4K
10.2K $588M
MCK
Mckesson Corp

Healthcare
-26
- 2.93%
$659.01 - $772.54 $17.1K - $20.1K
862 $666M
LMT
Lockheed Martin Corp

Industrials
-21
- 2.79%
$410.74 - $499.21 $8.63K - $10.5K
731 $365M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-41
- 0.99%
$49.43 - $54.52 $2.03K - $2.24K
4.09K $222M
HAL
Halliburton CO

Energy
-953
- 8.69%
$20.5 - $25.11 $19.5K - $23.9K
10K $246M
VUG
Vanguard Growth ETF

ETFs
-34
- 3.57%
$433.97 - $484.08 $14.8K - $16.5K
918 $440M
IWR
Ishares Russell Mid Cap ETF

ETFs
-207
- 2.1%
$92.26 - $97.51 $19.1K - $20.2K
9.63K $930M
SHW
Sherwin Williams CO

Basic Materials
-123
- 0.52%
$330.88 - $375.23 $40.7K - $46.2K
23.6K $8.16B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-138
- 0.99%
$41.91 - $44.87 $5.78K - $6.19K
13.8K $619M
CVX
Chevron Corp

Energy
-927
- 6.51%
$145.57 - $161.83 $135K - $150K
13.3K $2.07B
RTX
Raytheon Technologies Corp

Industrials
-1.24K
- 10.81%
$144.19 - $167.33 $179K - $208K
10.3K $1.72B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-361
- 1.69%
$87.29 - $93.61 $31.5K - $33.8K
21K $1.96B
VB
Vanguard Small Cap ETF

ETFs
-15
- 0.46%
$237.58 - $259.17 $3.56K - $3.89K
3.24K $824M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-597
- 2.37%
$60.01 - $65.01 $35.8K - $38.8K
24.6K $1.6B
MU
Micron Technology Inc

Technology
-115
- 6.01%
$104.88 - $168.89 $12.1K - $19.4K
1.8K $301M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-448
- 3.18%
$108.46 - $120.63 $48.6K - $54K
13.6K $1.62B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-176
- 1.52%
$459.11 - $506.91 $80.8K - $89.2K
11.4K $5.74B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-21
- 0.69%
$546.99 - $602.2 $11.5K - $12.6K
3.04K $1.82B
JPM
Jpmorgan Chase & CO

Financial Services
-1.39K
- 5.99%
$282.78 - $316.06 $392K - $439K
21.8K $6.87B
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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