Midland Wealth Advisors LLC Portfolio Holdings

Midland Wealth Advisors LLC

  • $1.7 Trillion
  • Q1 2025

Midland Wealth Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.7 Trillion distributed in 179 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 $199B, Ishares Tr with a value of $171B, Janus Detroit Str Tr Janus Hen with a value of $171B, Ishares Tr with a value of $155B, and Vanguard Intermediate Term Tre with a value of $145B.

Examining the 13F form we can see an increase of $36.6B in the current position value, from $1.66T to 1.7T.

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 $1.7 Trillion
Technology: $40.3 Billion
Financial Services: $21.7 Billion
Industrials: $20.4 Billion
Healthcare: $18.5 Billion
Consumer Defensive: $13.9 Billion
Consumer Cyclical: $13.1 Billion
Communication Services: $9.93 Billion
Basic Materials: $8.29 Billion
Other: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$254B
$1.63 Billion 0.1% of portfolio
6,536
Q1 2025 Reduced 15.83%
$0
$1.77 Billion 0.1% of portfolio
21,671
Q1 2025 Reduced 2.38%
$142B
$1.7 Billion 0.1% of portfolio
13,936
Q1 2025 Reduced 2.5%
$0
$1.73 Billion 0.1% of portfolio
3,687
Q1 2025 Reduced 43.8%
$0
$1.45 Billion 0.09% of portfolio
26,213
Q1 2025 Reduced 9.26%
$0
$1.56 Billion 0.09% of portfolio
14,935
Q1 2025 Added 1.71%
$0
$1.6 Billion 0.09% of portfolio
6,193
Q1 2025 Reduced 0.77%
$0
$1.45 Billion 0.09% of portfolio
8,377
Q1 2025 Added 33.33%
$214B
$1.59 Billion 0.09% of portfolio
11,967
Q1 2025 Reduced 1.56%
$0
$1.49 Billion 0.09% of portfolio
14,546
Q4 2024 Reduced 0.85%
$1.06T
$1.31 Billion 0.08% of portfolio
8,379
Q1 2025 Reduced 2.93%
$190B
$1.38 Billion 0.08% of portfolio
4,173
Q1 2025 Reduced 1.58%
$0
$1.4 Billion 0.08% of portfolio
7,348
Q1 2025 Reduced 4.3%
$18.9B
$1.31 Billion 0.08% of portfolio
15,574
Q1 2025 New
$102B
$1.36 Billion 0.08% of portfolio
8,132
Q1 2025 Reduced 5.6%
$0
$1.35 Billion 0.08% of portfolio
22,235
Q1 2025 Reduced 8.49%
$0
$1.4 Billion 0.08% of portfolio
27,624
Q1 2025 Reduced 53.85%
$59.8B
$1.11 Billion 0.07% of portfolio
6,481
Q1 2025 Reduced 2.92%
$193B
$1.17 Billion 0.07% of portfolio
3,756
Q1 2025 Reduced 6.66%
$362B
$1.11 Billion 0.07% of portfolio
26,709
Q1 2025 Reduced 7.05%
$149B
$1.27 Billion 0.07% of portfolio
5,993
Q1 2025 Reduced 2.46%
$0
$1.1 Billion 0.06% of portfolio
18,769
Q1 2025 Added 13.64%
$0
$1.02 Billion 0.06% of portfolio
5,092
Q1 2025 Reduced 10.98%
$287B
$1.09 Billion 0.06% of portfolio
2,080
Q1 2025 Reduced 17.3%
$100B
$1.06 Billion 0.06% of portfolio
6,127
Q1 2025 Reduced 3.33%
$0
$1.04 Billion 0.06% of portfolio
8,085
Q1 2025 Reduced 37.83%
$205B
$961 Million 0.06% of portfolio
9,356
Q1 2025 Added 9.24%
$215B
$1.02 Billion 0.06% of portfolio
10,311
Q1 2025 Reduced 4.65%
$221B
$1.02 Billion 0.06% of portfolio
3,801
Q3 2024 Reduced 13.02%
$177B
$805 Million 0.05% of portfolio
4,477
Q1 2025 Reduced 11.38%
$299B
$861 Million 0.05% of portfolio
12,021
Q1 2025 Reduced 5.52%
$260B
$798 Million 0.05% of portfolio
2,973
Q1 2025 Added 2.98%
$0
$857 Million 0.05% of portfolio
51,105
Q3 2024 Reduced 3.03%
$0
$798 Million 0.05% of portfolio
12,911
Q1 2025 Reduced 20.14%
$99.6B
$799 Million 0.05% of portfolio
13,095
Q1 2025 Reduced 7.0%
$514B
$861 Million 0.05% of portfolio
1,571
Q1 2025 Reduced 2.96%
$0
$785 Million 0.05% of portfolio
6,309
Q1 2025 Reduced 7.33%
$22.6B
$835 Million 0.05% of portfolio
8,121
Q1 2024 Reduced 0.06%
$173B
$789 Million 0.05% of portfolio
5,139
Q1 2025 Reduced 14.78%
$74.1B
$928 Million 0.05% of portfolio
3,741
Q1 2025 Reduced 5.84%
$43.8B
$850 Million 0.05% of portfolio
8,144
Q1 2025 Reduced 14.86%
$197B
$931 Million 0.05% of portfolio
32,936
Q1 2025 Reduced 2.44%
$108B
$826 Million 0.05% of portfolio
2,389
Q1 2025 Reduced 0.46%
$0
$738 Million 0.04% of portfolio
3,330
Q1 2025 Reduced 0.33%
$24.9B
$616 Million 0.04% of portfolio
3,600
Q3 2024 Reduced 12.41%
$87.7B
$663 Million 0.04% of portfolio
9,783
Q1 2025 Reduced 20.56%
$201B
$689 Million 0.04% of portfolio
7,673
Q1 2025 Reduced 10.37%
$96.5B
$697 Million 0.04% of portfolio
7,584
Q1 2025 Reduced 10.41%
$0
$695 Million 0.04% of portfolio
3,364
Q1 2025 Added 29.24%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $1.7 Trillion
  • Prior Value $1.66 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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