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
VGT
Vanguard Information Technolog

ETFs
-2
- 0.54%
$571.78 - $647.97 $1.14K - $1.3K
369 $229M
CMI
Cummins Inc

Industrials
-9
- 1.21%
$324.93 - $383.42 $2.92K - $3.45K
732 $255M
V
Visa Inc.

Financial Services
-518
- 11.82%
$273.87 - $320.91 $142K - $166K
3.86K $1.22B
VUG
Vanguard Growth ETF

ETFs
-10
- 1.18%
$378.79 - $428.11 $3.79K - $4.28K
835 $343M
NOW
Service Now, Inc.

Technology
-60
- 11.41%
$867.18 - $1148.42 $52K - $68.9K
466 $494M
MA
Mastercard Inc

Financial Services
-46
- 2.76%
$491.3 - $536.15 $22.6K - $24.7K
1.62K $853M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-5.88K
- 1.01%
$121.89 - $135.52 $717K - $797K
579K $72.3B
GOOG
Alphabet Inc.

Communication Services
-878
- 9.23%
$163.08 - $198.16 $143K - $174K
8.63K $1.64B
EMR
Emerson Electric CO

Industrials
-267
- 4.4%
$108.13 - $134.33 $28.9K - $35.9K
5.8K $719M
CSCO
Cisco Systems, Inc.

Technology
-1.77K
- 6.02%
$52.45 - $60.02 $92.6K - $106K
27.6K $1.63B
DIS
Walt Disney CO

Communication Services
-774
- 6.68%
$92.39 - $117.6 $71.5K - $91K
10.8K $1.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.02%
$567.81 - $607.81 $1.14K - $1.22K
9.94K $5.83B
NVDA
Nvidia Corp

Technology
-995
- 4.96%
$117.0 - $148.88 $116K - $148K
19.1K $2.56B
CRM
Salesforce, Inc.

Technology
-118
- 3.93%
$270.87 - $367.87 $32K - $43.4K
2.89K $965M
AAPL
Apple Inc.

Technology
-3.42K
- 5.8%
$221.69 - $259.02 $757K - $885K
55.5K $13.9B
WMT
Walmart Inc.

Consumer Defensive
-1.52K
- 4.38%
$79.1 - $95.7 $120K - $145K
33.2K $3B
AMZN
Amazon Com Inc

Consumer Cyclical
-949
- 6.51%
$180.88 - $232.93 $172K - $221K
13.6K $2.99B
GOOGL
Alphabet Inc.

Communication Services
-1.47K
- 6.23%
$161.86 - $196.66 $237K - $288K
22K $4.17B
AVGO
Broadcom Inc.

Technology
-356
- 3.97%
$159.67 - $250.0 $56.8K - $89K
8.61K $2B
JPM
Jpmorgan Chase & CO

Financial Services
-1.02K
- 4.06%
$205.18 - $250.29 $209K - $255K
24.1K $5.77B
IVW
Ishares S&P 500 Growth ETF

ETFs
-23.2K
- 1.97%
$94.43 - $105.47 $2.19M - $2.45M
1.16M $117B
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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