Midland Wealth Advisors LLC Reduced Holdings in Q4 2024

Midland Wealth Advisors LLC

  • $1.66 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-100
- 0.78%
$61.74 - $71.71 $6.17K - $7.17K
12.7K $792M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.49K
- 9.46%
$112.15 - $127.2 $168K - $190K
14.3K $1.73B
MCHP
Microchip Technology Inc

Technology
-340
- 7.24%
$55.51 - $79.05 $18.9K - $26.9K
4.36K $250M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-840
- 5.41%
$113.92 - $127.38 $95.7K - $107K
14.7K $1.69B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-125
- 0.85%
$99.2 - $108.47 $12.4K - $13.6K
14.5K $1.45B
PG
Procter & Gamble CO

Consumer Defensive
-109
- 0.61%
$161.05 - $179.7 $17.6K - $19.6K
17.8K $2.98B
VTI
Vanguard Total Stock Market Et

ETFs
-866
- 4.15%
$280.04 - $302.45 $243K - $262K
20K $5.8B
LMT
Lockheed Martin Corp

Industrials
-53
- 6.15%
$479.66 - $614.62 $25.4K - $32.6K
809 $393M
ICE
Intercontinental Exchange, Inc.

Financial Services
-225
- 3.43%
$148.29 - $166.93 $33.4K - $37.6K
6.34K $944M
NEE
Nextera Energy Inc

Utilities
-361
- 5.52%
$69.77 - $85.43 $25.2K - $30.8K
6.18K $443M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.73K
- 9.47%
$61.68 - $67.87 $107K - $117K
16.5K $1.03B
VB
Vanguard Small Cap ETF

ETFs
-487
- 12.72%
$233.76 - $261.58 $114K - $127K
3.34K $803M
SO
Southern CO

Utilities
-403
- 4.54%
$81.5 - $94.15 $32.8K - $37.9K
8.47K $697M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.67K
- 2.94%
$50.53 - $55.55 $84.3K - $92.7K
55K $2.8B
META
Meta Platforms, Inc.

Communication Services
-235
- 5.96%
$554.08 - $632.68 $130K - $149K
3.71K $2.17B
GE
General Electric CO

Industrials
-68
- 2.24%
$159.95 - $194.23 $10.9K - $13.2K
2.97K $496M
MET
Metlife Inc

Financial Services
-848
- 8.19%
$78.15 - $88.25 $66.3K - $74.8K
9.51K $778M
Linde PLC
-37
- 3.62%
N/A
984 $412M
COST
Costco Wholesale Corp

Consumer Defensive
-171
- 6.18%
$873.59 - $994.69 $149K - $170K
2.59K $2.38B
HAL
Halliburton CO

Energy
-1.63K
- 10.14%
$25.77 - $31.99 $42.1K - $52.2K
14.5K $394M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-330
- 4.62%
$134.53 - $150.65 $44.4K - $49.7K
6.81K $922M
MDT
Medtronic PLC

Healthcare
-55
- 0.86%
$79.61 - $92.24 $4.38K - $5.07K
6.38K $509M
IYR
Ishares Tr

ETFs
-472
- 17.04%
$90.74 - $102.87 $42.8K - $48.6K
2.3K $214M
TFC
Truist Financial Corp

Financial Services
-1.78K
- 10.01%
$41.51 - $48.1 $74K - $85.7K
16K $695M
ADI
Analog Devices Inc

Technology
-46
- 1.48%
$206.35 - $236.48 $9.49K - $10.9K
3.07K $652M
MMM
3 M CO

Industrials
-337
- 12.78%
$124.74 - $137.12 $42K - $46.2K
2.3K $297M
DGRO
Ishares Core Dividend Growth E

ETFs
-628
- 3.74%
$60.73 - $64.94 $38.1K - $40.8K
16.2K $992M
IVE
Ishares S&P 500 Value ETF

ETFs
-51
- 0.66%
$189.5 - $206.17 $9.66K - $10.5K
7.68K $1.47B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.5K
- 11.13%
$33.7 - $37.69 $50.6K - $56.5K
12K $412M
APD
Air Products & Chemicals, Inc.

Basic Materials
-151
- 13.93%
$285.5 - $335.62 $43.1K - $50.7K
933 $271M
ITW
Illinois Tool Works Inc

Industrials
-64
- 1.59%
$253.56 - $278.5 $16.2K - $17.8K
3.97K $1.01B
AMP
Ameriprise Financial Inc

Financial Services
-180
- 24.86%
$473.15 - $574.01 $85.2K - $103K
544 $290M
CSX
Csx Corp

Industrials
-500
- 5.17%
$31.58 - $36.88 $15.8K - $18.4K
9.17K $296M
ABT
Abbott Laboratories

Healthcare
-159
- 0.95%
$111.93 - $119.39 $17.8K - $19K
16.6K $1.88B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-318
- 3.83%
$77.23 - $82.11 $24.6K - $26.1K
7.98K $620M
EOG
Eog Resources Inc

Energy
-239
- 5.61%
$118.22 - $136.54 $28.3K - $32.6K
4.02K $493M
T
At&T Inc.

Communication Services
-2.57K
- 7.08%
$21.22 - $23.88 $54.6K - $61.5K
33.8K $769M
IWP
Ishares Russell Mid Cap Growth

ETFs
-500
- 14.22%
$116.4 - $138.52 $58.2K - $69.3K
3.02K $382M
WM
Waste Management Inc

Industrials
-75
- 3.71%
$201.79 - $228.46 $15.1K - $17.1K
1.95K $393M
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 6.69%
N/A
1.4K $273M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-124
- 4.9%
$311.11 - $335.64 $38.6K - $41.6K
2.41K $775M
EW
Edwards Lifesciences Corp

Healthcare
-895
- 15.31%
$64.54 - $75.92 $57.8K - $67.9K
4.95K $366M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-184
- 1.27%
$40.38 - $44.35 $7.43K - $8.16K
14.3K $583M
VTWO
Vanguard Russell 2000 ETF

ETFs
-84
- 1.9%
$87.42 - $98.06 $7.34K - $8.24K
4.33K $387M
ISRG
Intuitive Surgical Inc

Healthcare
-35
- 7.09%
$471.27 - $550.62 $16.5K - $19.3K
459 $240M
PM
Philip Morris International Inc.

Consumer Defensive
-3
- 0.13%
$118.38 - $133.06 $355 - $399
2.24K $269M
BMY
Bristol Myers Squibb CO

Healthcare
-1.25K
- 8.16%
$51.92 - $59.94 $65K - $75K
14.1K $796M
BAC
Bank Of America Corp

Financial Services
-3K
- 9.46%
$39.22 - $47.77 $118K - $144K
28.7K $1.26B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-24.8K
- 1.21%
$55.86 - $60.21 $1.38M - $1.49M
2.02M $116B
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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