Midland Wealth Advisors LLC Reduced Holdings in Q1 2025

Midland Wealth Advisors LLC

  • $1.7 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-138
- 2.38%
$108.64 - $131.17 $15K - $18.1K
5.67K $621M
HAL
Halliburton CO

Energy
-2.6K
- 17.93%
$24.15 - $29.9 $62.7K - $77.6K
11.9K $301M
PG
Procter & Gamble CO

Consumer Defensive
-798
- 4.48%
$158.56 - $176.26 $127K - $141K
17K $2.9B
NEE
Nextera Energy Inc

Utilities
-1.15K
- 18.56%
$66.96 - $76.16 $76.7K - $87.3K
5.03K $357M
IBM
International Business Machines Corp

Technology
-1.23K
- 15.83%
$217.4 - $264.74 $267K - $325K
6.54K $1.63B
COP
Conocophillips

Energy
-937
- 30.14%
$88.6 - $105.85 $83K - $99.2K
2.17K $228M
ITW
Illinois Tool Works Inc

Industrials
-232
- 5.84%
$244.9 - $274.48 $56.8K - $63.7K
3.74K $928M
VUG
Vanguard Growth ETF

ETFs
-124
- 14.85%
$369.1 - $427.61 $45.8K - $53K
711 $264M
DHR
Danaher Corp

Healthcare
-22
- 0.73%
$201.62 - $250.59 $4.44K - $5.51K
2.98K $611M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.78K
- 32.89%
$56.12 - $68.15 $100K - $122K
3.64K $247M
ADP
Automatic Data Processing Inc

Industrials
-291
- 24.33%
$286.85 - $318.64 $83.5K - $92.7K
905 $277M
UNP
Union Pacific Corp

Industrials
-391
- 15.23%
$225.21 - $254.42 $88.1K - $99.5K
2.18K $514M
LMT
Lockheed Martin Corp

Industrials
-79
- 9.77%
$423.19 - $506.29 $33.4K - $40K
730 $326M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-93
- 3.87%
$302.31 - $337.54 $28.1K - $31.4K
2.31K $709M
IVE
Ishares S&P 500 Value ETF

ETFs
-330
- 4.3%
$185.78 - $198.58 $61.3K - $65.5K
7.35K $1.4B
AMP
Ameriprise Financial Inc

Financial Services
-80
- 14.71%
$472.29 - $575.13 $37.8K - $46K
464 $225M
VB
Vanguard Small Cap ETF

ETFs
-11
- 0.33%
$217.89 - $252.64 $2.4K - $2.78K
3.33K $738M
ETN
Eaton Corp PLC

Industrials
-16
- 1.66%
$271.83 - $371.23 $4.35K - $5.94K
949 $258M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-42
- 3.9%
$522.96 - $601.18 $22K - $25.2K
1.04K $553M
WM
Waste Management Inc

Industrials
-491
- 25.22%
$200.54 - $233.78 $98.5K - $115K
1.46K $337M
CMI
Cummins Inc

Industrials
-91
- 12.43%
$312.92 - $386.07 $28.5K - $35.1K
641 $201M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.68K
- 9.26%
$51.39 - $57.43 $137K - $154K
26.2K $1.45B
EXC
Exelon Corp

Utilities
-3.94K
- 25.73%
$37.3 - $46.08 $147K - $181K
11.4K $523M
IWV
Ishares Russell 3000 ETF

ETFs
-78
- 4.98%
$313.1 - $349.83 $24.4K - $27.3K
1.49K $472M
PAYX
Paychex Inc

Industrials
-494
- 25.74%
$136.06 - $154.52 $67.2K - $76.3K
1.43K $220M
VIG
Vanguard Dividend Appreciation

ETFs
-239
- 17.13%
N/A
1.16K $224M
META
Meta Platforms, Inc.

Communication Services
-23
- 0.62%
$576.36 - $736.67 $13.3K - $16.9K
3.69K $2.13B
VO
Vanguard Mid Cap ETF

ETFs
-48
- 0.77%
$251.87 - $277.95 $12.1K - $13.3K
6.19K $1.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.06K
- 8.49%
$56.51 - $62.98 $117K - $130K
22.2K $1.35B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-154
- 1.56%
$59.61 - $66.71 $9.18K - $10.3K
9.73K $588M
EOG
Eog Resources Inc

Energy
-498
- 12.38%
$120.54 - $138.05 $60K - $68.7K
3.52K $452M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-25
- 0.54%
$101.98 - $115.66 $2.55K - $2.89K
4.58K $469M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-951
- 17.65%
$42.5 - $46.71 $40.4K - $44.4K
4.44K $201M
ISRG
Intuitive Surgical Inc

Healthcare
-40
- 8.71%
$476.63 - $610.45 $19.1K - $24.4K
419 $208M
TJX
Tjx Companies Inc

Consumer Cyclical
-358
- 2.5%
$112.81 - $126.16 $40.4K - $45.2K
13.9K $1.7B
Linde PLC
-159
- 16.16%
N/A
825 $384M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-31
- 6.38%
$497.6 - $606.74 $15.4K - $18.8K
455 $226M
MDT
Medtronic PLC

Healthcare
-987
- 15.48%
$79.84 - $94.5 $78.8K - $93.3K
5.39K $484M
JPM
Jpmorgan Chase & CO

Financial Services
-650
- 2.7%
$225.19 - $279.95 $146K - $182K
23.4K $5.74B
PFF
Ishares Trust Ishares Pfd And

ETFs
-200
- 1.91%
$30.73 - $32.26 $6.15K - $6.45K
10.3K $316M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-261
- 3.27%
$76.77 - $82.22 $20K - $21.5K
7.71K $612M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-199
- 1.4%
$39.96 - $43.3 $7.95K - $8.62K
14.1K $579M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-454
- 2.42%
$27.01 - $28.54 $12.3K - $13K
18.3K $511M
SO
Southern CO

Utilities
-881
- 10.41%
$80.96 - $92.96 $71.3K - $81.9K
7.58K $697M
BMY
Bristol Myers Squibb CO

Healthcare
-986
- 7.0%
$53.9 - $63.11 $53.1K - $62.2K
13.1K $799M
COST
Costco Wholesale Corp

Consumer Defensive
-77
- 2.97%
$890.62 - $1076.86 $68.6K - $82.9K
2.52K $2.38B
MA
Mastercard Inc

Financial Services
-48
- 2.96%
$504.67 - $576.31 $24.2K - $27.7K
1.57K $861M
CSCO
Cisco Systems, Inc.

Technology
-950
- 3.45%
$58.74 - $64.87 $55.8K - $61.6K
26.6K $1.64B
CB
Chubb LTD

Financial Services
-39
- 4.43%
$257.71 - $301.99 $10.1K - $11.8K
841 $254M
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
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