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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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