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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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