Midland Wealth Advisors LLC Portfolio Holdings

Midland Wealth Advisors LLC

  • $1.81 Trillion
  • Q2 2025

Midland Wealth Advisors LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $225B, Janus Detroit Str Tr Janus Hen with a value of $176B, Ishares Tr with a value of $174B, Ishares Tr with a value of $171B, and Vanguard Intermediate Term Tre with a value of $150B.

Examining the 13F form we can see an increase of $111B in the current position value, from $1.7T to 1.81T.

Midland Wealth Advisors LLC is based out at Rockford, IL

Below you can find more details about Midland Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.81 Trillion
Technology: $48.2 Billion
Financial Services: $22.1 Billion
Industrials: $16.4 Billion
Healthcare: $15.2 Billion
Consumer Defensive: $13.1 Billion
Consumer Cyclical: $12.2 Billion
Communication Services: $10.6 Billion
Basic Materials: $8.14 Billion
Other: $14.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$14 Billion 0.78% of portfolio
28,211
Q2 2025 Reduced 10.3%
$3.69T
$13.2 Billion 0.73% of portfolio
64,417
Q2 2025 Added 20.82%
$92.8B
$8.14 Billion 0.45% of portfolio
23,699
Q2 2025 Reduced 0.19%
-
$7.93 Billion 0.44% of portfolio
-
Q2 2025 Added 10.57%
$859B
$6.72 Billion 0.37% of portfolio
23,171
Q2 2025 Reduced 1.06%
$621B
$5.64 Billion 0.31% of portfolio
11,602
Q2 2025 Reduced 5.25%
$15.1B
$4.78 Billion 0.26% of portfolio
19,485
Q2 2025 Reduced 59.81%
$684B
$3.95 Billion 0.22% of portfolio
18,057
Q2 2025 Reduced 4.39%
$1.21T
$3.4 Billion 0.19% of portfolio
19,289
Q2 2025 Reduced 10.97%
$281B
$3.38 Billion 0.19% of portfolio
34,536
Q2 2025 Added 7.62%
$222B
$3.21 Billion 0.18% of portfolio
10,970
Q2 2025 Reduced 13.94%
$456B
$3.25 Billion 0.18% of portfolio
20,562
Q2 2025 Reduced 0.54%
$351B
$2.63 Billion 0.15% of portfolio
14,187
Q2 2025 Reduced 0.77%
$368B
$2.55 Billion 0.14% of portfolio
16,006
Q2 2025 Reduced 5.86%
$2.26T
$2.62 Billion 0.14% of portfolio
11,957
Q2 2025 Reduced 11.33%
$1.78T
$2.45 Billion 0.14% of portfolio
3,315
Q2 2025 Reduced 10.11%
$439B
$2.32 Billion 0.13% of portfolio
2,346
Q2 2025 Reduced 6.79%
$229B
$2.13 Billion 0.12% of portfolio
15,654
Q2 2025 Reduced 3.77%
$608B
$2.22 Billion 0.12% of portfolio
2,852
Q2 2025 Reduced 4.07%
$127B
$2.09 Billion 0.12% of portfolio
7,598
Q2 2025 Reduced 6.57%
$452B
$2.13 Billion 0.12% of portfolio
13,921
Q2 2025 Reduced 14.24%
$302B
$2.04 Billion 0.11% of portfolio
14,247
Q2 2025 Added 4.13%
$405B
$1.99 Billion 0.11% of portfolio
5,416
Q2 2025 Reduced 3.51%
$293B
$1.73 Billion 0.1% of portfolio
24,879
Q2 2025 Reduced 6.55%
$202B
$1.83 Billion 0.1% of portfolio
13,828
Q2 2025 Reduced 5.64%
$210B
$1.89 Billion 0.1% of portfolio
6,425
Q2 2025 Reduced 1.7%
$155B
$1.7 Billion 0.09% of portfolio
13,788
Q2 2025 Reduced 1.06%
$229B
$1.68 Billion 0.09% of portfolio
11,500
Q2 2025 Reduced 3.9%
$218B
$1.52 Billion 0.08% of portfolio
3,905
Q2 2025 Reduced 6.42%
$1.24T
$1.44 Billion 0.08% of portfolio
8,100
Q2 2025 Reduced 3.33%
$207B
$1.22 Billion 0.07% of portfolio
9,816
Q2 2025 Reduced 4.8%
$19.3B
$1.24 Billion 0.07% of portfolio
15,674
Q2 2025 Added 0.64%
$146B
$1.35 Billion 0.07% of portfolio
5,811
Q2 2025 Reduced 3.04%
$227B
$1.22 Billion 0.07% of portfolio
3,839
Q2 2025 Added 1.0%
$282B
$1.22 Billion 0.07% of portfolio
8,632
Q2 2025 Reduced 7.74%
$152B
$1.21 Billion 0.07% of portfolio
5,435
Q2 2025 Reduced 36.98%
$52.5B
$1.24 Billion 0.07% of portfolio
6,057
Q2 2025 Reduced 6.54%
$381B
$1.11 Billion 0.06% of portfolio
23,516
Q2 2025 Reduced 11.95%
$551B
$1.03 Billion 0.06% of portfolio
2,902
Q2 2025 Reduced 21.65%
$111B
$1.06 Billion 0.06% of portfolio
3,296
Q2 2025 Added 0.98%
$102B
$1.1 Billion 0.06% of portfolio
6,007
Q2 2025 Reduced 1.96%
$150B
$947 Million 0.05% of portfolio
3,170
Q2 2025 Reduced 15.6%
$28.1B
$856 Million 0.05% of portfolio
8,121
Q1 2024 Reduced 0.06%
$548B
$818 Million 0.05% of portfolio
1,455
Q2 2025 Reduced 7.38%
$177B
$881 Million 0.05% of portfolio
4,242
Q2 2025 Reduced 5.25%
$112B
$900 Million 0.05% of portfolio
2,350
Q2 2025 Reduced 1.63%
$80B
$885 Million 0.05% of portfolio
3,578
Q2 2025 Reduced 4.36%
$306B
$815 Million 0.05% of portfolio
11,516
Q2 2025 Reduced 4.2%
$94.7B
$651 Million 0.04% of portfolio
888
Q2 2025 Added 7.9%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $1.81 Trillion
  • Prior Value $1.7 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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