Midland Wealth Advisors LLC Purchases in Q3 2025

Midland Wealth Advisors LLC

  • $1.87 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
106K
+ 29.23%
$620.67 - $670.08 $65.8M - $71.1M
469K $314B
MBB
Ishares Tr

ETFs
797K
+ 42.92%
$92.46 - $95.73 $73.7M - $76.3M
2.65M $253B
KOMP
Spdr S&P Kensho New Economies

ETFs
1.01M
New
$54.38 - $62.69 $54.9M - $63.3M
1.01M $62.8B
American Beacon Select Funds
1.14M
New
N/A
1.14M $46.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
575K
+ 3524.71%
$62.09 - $66.51 $35.7M - $38.2M
591K $38.6B
EDV
Vanguard Extended Duration Tre

ETFs
382K
+ 39.62%
$63.28 - $69.5 $24.2M - $26.6M
1.35M $92.2B
Listed Fds Tr
24.7K
+ 21.26%
N/A
141K $9.14B
XOM
Exxon Mobil Corp

Energy
21.8K
+ 95.01%
$105.83 - $117.22 $2.3M - $2.55M
44.7K $5.04B
UYLD
Angel Oak Fds Tr Ultrashort In
33.9K
+ 21.81%
N/A
189K $9.67B
WEC
Wec Energy Group, Inc.

Utilities
13.4K
New
$103.66 - $114.59 $1.39M - $1.54M
13.4K $1.54B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.9K
+ 31.42%
$50.47 - $50.74 $1M - $1.01M
83.3K $4.22B
ALE
Allete Inc

Utilities
14.1K
New
$62.45 - $66.45 $879K - $936K
14.1K $935M
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 7.11%
$184.85 - $231.54 $187K - $234K
15.2K $3.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.08%
$567.77 - $614.76 $6.25K - $6.76K
13.7K $8.39B
GOOG
Alphabet Inc.

Communication Services
58
+ 0.72%
$175.16 - $255.24 $10.2K - $14.8K
8.16K $1.99B
GVI
Ishares Tr

ETFs
4.99K
New
$105.8 - $107.81 $528K - $538K
4.99K $536M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.42K
+ 33.85%
$132.9 - $142.03 $322K - $344K
9.57K $1.35B
QTEC
First Trust Nasdaq 100 Technol

ETFs
922
+ 11.05%
$208.95 - $229.72 $193K - $212K
9.27K $2.13B
SPY
Spdr S&P 500 ETF Trust

ETFs
45
+ 0.68%
$617.65 - $666.84 $27.8K - $30K
6.64K $4.42B
VONG
Vanguard Russell 1000 Growth E

ETFs
2.37K
New
$108.08 - $121.73 $256K - $288K
2.37K $285M
PAVE
Global X Fds Us Infrastructure

ETFs
5.56K
New
$44.02 - $47.63 $245K - $265K
5.56K $265M
HD
Home Depot, Inc.

Consumer Cyclical
106
+ 1.96%
$357.4 - $423.42 $37.9K - $44.9K
5.52K $2.24B
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.46%
$293.94 - $444.72 $2.65K - $4K
1.95K $866M
OKE
Oneok Inc

Energy
3.04K
New
$71.36 - $83.47 $217K - $254K
3.04K $222M
IBDV
Ishares Tr

Technology
9.7K
New
$21.75 - $22.22 $211K - $216K
9.7K $215M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.65K
New
$24.14 - $24.34 $209K - $210K
8.65K $210M
VGT
Vanguard Information Technolog

ETFs
190
+ 37.77%
$656.44 - $753.15 $125K - $143K
693 $517M
UNH
Unitedhealth Group Inc

Healthcare
231
+ 12.71%
$237.77 - $353.61 $54.9K - $81.7K
2.05K $708M
FNDX
Schwab Fundamental U S Large C

ETFs
397
+ 0.6%
$24.38 - $26.34 $9.68K - $10.5K
66.6K $1.75B
VEU
Vanguard Ftse All World Ex Us

ETFs
243
+ 1.15%
$66.38 - $71.68 $16.1K - $17.4K
21.4K $1.53B
VEA
Vanguard Ftse Developed Market

ETFs
296
+ 1.11%
$56.02 - $60.3 $16.6K - $17.8K
27K $1.62B
VIG
Vanguard Dividend Appreciation

ETFs
380
+ 32.87%
N/A
1.54K $331M
FAST
Fastenal CO

Industrials
911
+ 12.92%
$42.47 - $50.39 $38.7K - $45.9K
7.96K $391M
Ge Vernova Inc
9
+ 1.21%
N/A
751 $462M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.92K
+ 13.07%
$26.38 - $27.95 $50.7K - $53.7K
16.6K $454M
IBM
International Business Machines Corp

Technology
514
+ 8.0%
$234.77 - $292.47 $121K - $150K
6.94K $1.96B
DFUS
Dimensional ETF Tr U S Equity

ETFs
21
+ 0.22%
$67.01 - $72.84 $1.41K - $1.53K
9.7K $702M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.14K
+ 14.08%
$25.24 - $25.56 $28.8K - $29.2K
9.24K $236M
DFAT
Dimensional ETF Tr U S Target

ETFs
26
+ 0.47%
$53.36 - $59.69 $1.39K - $1.55K
5.56K $324M
NFLX
Netflix Inc

Communication Services
2
+ 0.7%
$1147.87 - $1297.18 $2.3K - $2.59K
288 $345M
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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