Midland Wealth Advisors LLC Incresed Positions in Q1 2025

Midland Wealth Advisors LLC

  • $1.7 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
490K
+ 36.74%
$90.37 - $94.08 $44.3M - $46.1M
1.83M $171B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
306K
+ 10.01%
$50.48 - $51.04 $15.5M - $15.6M
3.37M $171B
IEFA
Ishares Tr

ETFs
25.9K
+ 1.28%
$69.57 - $78.65 $1.8M - $2.04M
2.05M $155B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.32K
+ 148.48%
$442.66 - $534.52 $3.24M - $3.91M
12.2K $6.52B
IEMG
Ishares Inc

ETFs
31.6K
+ 3.42%
N/A
954K $51.5B
VTV
Vanguard Value ETF

ETFs
251
+ 0.04%
$167.73 - $179.21 $42.1K - $45K
579K $100B
WWD
Woodward, Inc.

Industrials
2.27K
+ 4.91%
$171.38 - $195.22 $389K - $443K
48.5K $8.85B
UYLD
Angel Oak Fds Tr Ultrashort In
11.4K
+ 8.86%
N/A
140K $7.17B
IGM
Ishares Expanded Tech Sector E

ETFs
9.91K
+ 26.51%
$90.67 - $108.46 $898K - $1.07M
47.3K $4.29B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.25K
+ 11.72%
$50.39 - $50.66 $315K - $317K
59.6K $3.02B
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.09K
+ 33.33%
$173.56 - $210.67 $363K - $441K
8.38K $1.45B
XLK
Technology Sector Spdr

ETFs
761
+ 29.24%
$206.38 - $242.18 $157K - $184K
3.36K $695M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.25K
+ 13.64%
$57.21 - $65.8 $129K - $148K
18.8K $1.1B
EFG
Msci Eafe Growth ETF

ETFs
532
+ 20.66%
$96.1 - $106.37 $51.1K - $56.6K
3.11K $311M
GD
General Dynamics Corp

Industrials
84
+ 3.36%
$241.94 - $272.58 $20.3K - $22.9K
2.58K $704M
DFAT
Dimensional ETF Tr U S Target

ETFs
17
+ 0.31%
$50.44 - $58.1 $857 - $988
5.51K $284M
CEG
Constellation Energy Corp

Utilities
192
+ 6.25%
$201.63 - $347.44 $38.7K - $66.7K
3.26K $658M
VTWO
Vanguard Russell 2000 ETF

ETFs
50
+ 1.16%
$80.08 - $92.93 $4K - $4.65K
4.38K $353M
ADBE
Adobe Inc.

Technology
79
+ 5.43%
$377.84 - $464.11 $29.8K - $36.7K
1.54K $589M
AMD
Advanced Micro Devices Inc

Technology
791
+ 9.24%
$96.63 - $129.55 $76.4K - $102K
9.36K $961M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
251
+ 1.71%
$102.49 - $119.96 $25.7K - $30.1K
14.9K $1.56B
CRM
Salesforce, Inc.

Technology
86
+ 2.98%
$268.36 - $359.95 $23.1K - $31K
2.97K $798M
VTI
Vanguard Total Stock Market Et

ETFs
288
+ 1.44%
$271.18 - $303.12 $78.1K - $87.3K
20.3K $5.58B
NVDA
Nvidia Corp

Technology
1.61K
+ 8.45%
$106.98 - $149.43 $172K - $241K
20.7K $2.24B
IWF
Ishares Russell 1000 Gr ETF

ETFs
119
+ 1.24%
$360.07 - $417.26 $42.8K - $49.7K
9.69K $3.5B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
58.4K
+ 5.5%
$40.03 - $46.81 $2.34M - $2.73M
1.12M $45.6B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.41K
+ 1.28%
$117.4 - $131.02 $869K - $970K
586K $70.2B
IJK
Ishares S&P Midcap 400 Growth

ETFs
41.8K
+ 5.06%
$81.62 - $96.63 $3.42M - $4.04M
868K $72.3B
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email