Midland Wealth Advisors LLC Portfolio Holdings

Midland Wealth Advisors LLC

  • $1.7 Trillion
  • Q1 2025

Midland Wealth Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.7 Trillion distributed in 179 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 $199B, Ishares Tr with a value of $171B, Janus Detroit Str Tr Janus Hen with a value of $171B, Ishares Tr with a value of $155B, and Vanguard Intermediate Term Tre with a value of $145B.

Examining the 13F form we can see an increase of $36.6B in the current position value, from $1.66T to 1.7T.

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 $1.7 Trillion
Technology: $40.3 Billion
Financial Services: $21.7 Billion
Industrials: $20.4 Billion
Healthcare: $18.5 Billion
Consumer Defensive: $13.9 Billion
Consumer Cyclical: $13.1 Billion
Communication Services: $9.93 Billion
Basic Materials: $8.29 Billion
Other: $14.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$11.8 Billion 0.7% of portfolio
31,452
Q1 2025 Reduced 2.88%
$3.35T
$11.8 Billion 0.7% of portfolio
53,315
Q1 2025 Reduced 3.95%
$15.1B
$8.85 Billion 0.52% of portfolio
48,486
Q1 2025 Added 4.91%
$89.3B
$8.29 Billion 0.49% of portfolio
23,743
Q1 2025 Reduced 0.26%
-
$7.17 Billion 0.42% of portfolio
-
Q1 2025 Added 8.86%
$631B
$6.52 Billion 0.38% of portfolio
12,245
Q1 2025 Added 148.48%
$847B
$5.74 Billion 0.34% of portfolio
23,420
Q1 2025 Reduced 2.7%
$222B
$3.98 Billion 0.23% of portfolio
12,747
Q1 2025 Reduced 4.69%
$1.07T
$3.35 Billion 0.2% of portfolio
21,665
Q1 2025 Reduced 1.74%
$339B
$3 Billion 0.18% of portfolio
14,297
Q1 2025 Reduced 7.27%
$364B
$2.9 Billion 0.17% of portfolio
17,002
Q1 2025 Reduced 4.48%
$260B
$2.82 Billion 0.17% of portfolio
32,092
Q1 2025 Reduced 3.38%
$410B
$2.69 Billion 0.16% of portfolio
16,232
Q1 2025 Reduced 7.66%
$618B
$2.64 Billion 0.16% of portfolio
18,887
Q1 2025 Reduced 4.41%
$475B
$2.61 Billion 0.15% of portfolio
21,924
Q1 2025 Reduced 2.97%
$2.3T
$2.57 Billion 0.15% of portfolio
13,485
Q1 2025 Reduced 1.02%
$760B
$2.46 Billion 0.14% of portfolio
2,973
Q1 2025 Reduced 5.23%
$231B
$2.16 Billion 0.13% of portfolio
16,268
Q1 2025 Reduced 2.2%
$187B
$2.2 Billion 0.13% of portfolio
14,654
Q1 2025 Reduced 5.01%
$1.62T
$2.13 Billion 0.13% of portfolio
3,688
Q1 2025 Reduced 0.62%
$409B
$2.24 Billion 0.13% of portfolio
20,673
Q1 2025 Added 8.45%
$297B
$2.29 Billion 0.13% of portfolio
13,682
Q1 2025 Reduced 6.02%
$138B
$2.01 Billion 0.12% of portfolio
8,624
Q1 2025 Reduced 3.01%
$379B
$2.06 Billion 0.12% of portfolio
5,613
Q1 2025 Reduced 4.22%
$278B
$1.64 Billion 0.1% of portfolio
26,624
Q1 2025 Reduced 3.45%
$254B
$1.63 Billion 0.1% of portfolio
6,536
Q1 2025 Reduced 15.83%
$143B
$1.7 Billion 0.1% of portfolio
13,936
Q1 2025 Reduced 2.5%
$219B
$1.59 Billion 0.09% of portfolio
11,967
Q1 2025 Reduced 1.56%
$1.11T
$1.31 Billion 0.08% of portfolio
8,379
Q1 2025 Reduced 2.93%
$214B
$1.38 Billion 0.08% of portfolio
4,173
Q1 2025 Reduced 1.58%
$20.2B
$1.31 Billion 0.08% of portfolio
15,574
Q1 2025 New
$112B
$1.36 Billion 0.08% of portfolio
8,132
Q1 2025 Reduced 5.6%
$573B
$1.3 Billion 0.08% of portfolio
3,704
Q1 2025 Reduced 4.12%
$57.1B
$1.11 Billion 0.07% of portfolio
6,481
Q1 2025 Reduced 2.92%
$176B
$1.17 Billion 0.07% of portfolio
3,756
Q1 2025 Reduced 6.66%
$378B
$1.11 Billion 0.07% of portfolio
26,709
Q1 2025 Reduced 7.05%
$160B
$1.27 Billion 0.07% of portfolio
5,993
Q1 2025 Reduced 2.46%
$281B
$1.09 Billion 0.06% of portfolio
2,080
Q1 2025 Reduced 17.3%
$102B
$1.06 Billion 0.06% of portfolio
6,127
Q1 2025 Reduced 3.33%
$236B
$961 Million 0.06% of portfolio
9,356
Q1 2025 Added 9.24%
$219B
$1.02 Billion 0.06% of portfolio
10,311
Q1 2025 Reduced 4.65%
$240B
$1.02 Billion 0.06% of portfolio
3,801
Q3 2024 Reduced 13.02%
$177B
$805 Million 0.05% of portfolio
4,477
Q1 2025 Reduced 11.38%
$300B
$861 Million 0.05% of portfolio
12,021
Q1 2025 Reduced 5.52%
$260B
$798 Million 0.05% of portfolio
2,973
Q1 2025 Added 2.98%
$101B
$799 Million 0.05% of portfolio
13,095
Q1 2025 Reduced 7.0%
$527B
$861 Million 0.05% of portfolio
1,571
Q1 2025 Reduced 2.96%
$25.7B
$835 Million 0.05% of portfolio
8,121
Q1 2024 Reduced 0.06%
$173B
$789 Million 0.05% of portfolio
5,139
Q1 2025 Reduced 14.78%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $1.7 Trillion
  • Prior Value $1.66 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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