Midland Wealth Advisors LLC Portfolio Holdings

Midland Wealth Advisors LLC

  • $1.81 Trillion
  • Q2 2025

Midland Wealth Advisors LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $225B, Janus Detroit Str Tr Janus Hen with a value of $176B, Ishares Tr with a value of $174B, Ishares Tr with a value of $171B, and Vanguard Intermediate Term Tre with a value of $150B.

Examining the 13F form we can see an increase of $111B in the current position value, from $1.7T to 1.81T.

Midland Wealth Advisors LLC is based out at Rockford, IL

Below you can find more details about Midland Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.81 Trillion
Technology: $48.2 Billion
Financial Services: $22.1 Billion
Industrials: $16.4 Billion
Healthcare: $15.2 Billion
Consumer Defensive: $13.1 Billion
Consumer Cyclical: $12.2 Billion
Communication Services: $10.6 Billion
Basic Materials: $8.14 Billion
Other: $14.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$151B
$737 Million 0.04% of portfolio
2,639
Q2 2025 Added 19.85%
$87.8B
$686 Million 0.04% of portfolio
6,200
Q2 2024 Reduced 55.69%
$329B
$759 Million 0.04% of portfolio
2,949
Q2 2025 Reduced 0.84%
$93.6B
$673 Million 0.04% of portfolio
2,306
Q2 2025 Reduced 10.76%
$77.6B
$739 Million 0.04% of portfolio
5,545
Q2 2025 Reduced 2.12%
$187B
$798 Million 0.04% of portfolio
5,013
Q2 2025 Reduced 2.45%
$66.7B
$647 Million 0.04% of portfolio
7,113
Q2 2025 Reduced 2.96%
$41.3B
$667 Million 0.04% of portfolio
6,757
Q2 2025 Reduced 17.03%
$237B
$737 Million 0.04% of portfolio
2,703
Q2 2025 Reduced 9.08%
$201B
$731 Million 0.04% of portfolio
25,249
Q2 2025 Reduced 23.34%
$27.5B
$597 Million 0.03% of portfolio
3,600
Q3 2024 Reduced 12.41%
$323B
$567 Million 0.03% of portfolio
1,818
Q2 2025 Reduced 12.6%
$60.9B
$590 Million 0.03% of portfolio
5,845
Q2 2025 Reduced 13.64%
$60.7B
$515 Million 0.03% of portfolio
11,975
Q2 2025 Reduced 11.25%
$164B
$488 Million 0.03% of portfolio
1,261
Q2 2025 Reduced 17.85%
$138B
$475 Million 0.03% of portfolio
13,307
Q2 2025 Reduced 13.7%
$103B
$620 Million 0.03% of portfolio
6,748
Q2 2025 Reduced 11.02%
$1.4T
$616 Million 0.03% of portfolio
1,939
Q2 2025 New
$44.7B
$493 Million 0.03% of portfolio
11,358
Q1 2025 Reduced 25.73%
$213B
$574 Million 0.03% of portfolio
7,245
Q2 2025 Reduced 5.58%
$65.7B
$607 Million 0.03% of portfolio
7,542
Q2 2025 Reduced 9.09%
$126B
$612 Million 0.03% of portfolio
2,572
Q2 2025 Reduced 10.04%
$185B
$520 Million 0.03% of portfolio
12,022
Q2 2025 Reduced 13.09%
$143B
$553 Million 0.03% of portfolio
22,803
Q2 2025 Reduced 13.18%
$95.9B
$507 Million 0.03% of portfolio
10,953
Q2 2025 Reduced 16.36%
$90.6B
$316 Million 0.02% of portfolio
1,380
Q2 2025 Reduced 5.22%
$20.8B
$385 Million 0.02% of portfolio
1,728
Q3 2024 Added 300.0%
$127B
$363 Million 0.02% of portfolio
4,170
Q2 2025 Reduced 22.63%
$85.8B
$322 Million 0.02% of portfolio
2,116
Q2 2025 Reduced 2.22%
$99B
$444 Million 0.02% of portfolio
6,440
Q2 2025 Reduced 34.17%
$145B
$404 Million 0.02% of portfolio
1,754
Q2 2025 Reduced 19.39%
$22.6B
$450 Million 0.02% of portfolio
1,000
Q3 2024 New
$149B
$355 Million 0.02% of portfolio
995
Q2 2025 Added 4.85%
$251B
$344 Million 0.02% of portfolio
1,888
Q2 2025 Reduced 9.06%
$148B
$332 Million 0.02% of portfolio
4,784
Q2 2025 Reduced 4.89%
$534B
$383 Million 0.02% of portfolio
286
Q2 2025 New
$5.39B
$329 Million 0.02% of portfolio
7,648
Q3 2024 New
$131B
$348 Million 0.02% of portfolio
752
Q2 2025 Added 3.01%
$28.1B
$296 Million 0.02% of portfolio
7,052
Q2 2025 Added 91.84%
$74.7B
$299 Million 0.02% of portfolio
9,168
Q4 2024 Reduced 5.17%
$186B
$429 Million 0.02% of portfolio
417
Q2 2025 Reduced 3.25%
$95.3B
$358 Million 0.02% of portfolio
3,031
Q1 2025 Reduced 33.38%
$65.7B
$392 Million 0.02% of portfolio
3,279
Q2 2025 Reduced 6.93%
$52.4B
$220 Million 0.01% of portfolio
413
Q2 2025 Reduced 10.99%
$158B
$217 Million 0.01% of portfolio
400
Q2 2025 Reduced 4.53%
$117B
$231 Million 0.01% of portfolio
799
Q2 2025 Reduced 4.99%
$22.3B
$224 Million 0.01% of portfolio
10,971
Q2 2025 Reduced 7.67%
$0
$156 Million 0.01% of portfolio
26,748
Q1 2025 New
$377M
$247 Million 0.01% of portfolio
14,270
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $1.81 Trillion
  • Prior Value $1.7 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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