Midland-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "MMM", "ABT", "ABBV", "ADBE", null, "GOOGL", "AXP", "T", "BLK", "CAT", "AVGO", "LOW", "CMI", "DUK", "EOG", null, null, "GD", null, null, "HON", "HD", null, null, "MCD", "UNP", "GBCI", "QCOM", "ISRG", "ITW", "EMR", "ICE", "META", null, "IVW", "IJH", null, "LIN", null, "MA", "MDT", "MSFT", "MDLZ", "EXC", "GAB", "GE", "DLN", "HSY", "AMP", "FAST", "IJR", "EFG", "ORCL", "PAYX", "VGIT", null, "IWF", "PANW", "PEP", "IEMG", "IJK", "IVV", "PHM", "UNH", "AAPL", "SPY", "NVDA", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", null, "FNDX", "IEFA", null, "NOW", "SHW", "RTX", null, "IBM", "TXN", "TGT", "TMO", "TJX", "TFC", "UPS", "VO", "MET", "VWO", "IWV", null, null, null, "VIG", "XLB", "IWN", null, "BN.TO", "VYM", "EW", "AEE", "HAL", "AMD", "WM", "IWP", "IWR", "CAH", null, "AMZN", "IVE", "HCA", "PFG", null, "VEU", "VUG", "VEA", null, "VTWO", "VB", "VOO", "VTV", "V", "WMT", "WWD", null, null, null, null, "SCHD", "ESLT", "SO", "CRM", null, "GEV", "DGRO", "MCK", "ADP", "BAC", "BMO", "BRK-B", "BMY", "CVX", "CB", "CTAS", "CSCO", "KO", "CMCSA", "CL", "COP", "CEG", "COST", "CVS", "CSX", "DHR", null, null, "IJT", null, "IJJ", "EFA", "ADI", "IWB", "NEE", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "PM", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 179
- Total Value
- 1698130362
- Accession Number
- 0001951757-25-000355
- Form Type
- 13F-HR
- Manager Name
- Midland-Wealth-Advisors
Data Enrichment
84% identified150 identified29 unidentified
Holdings
179 positions • $1.7B total value
Manager:
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464287432
Shares:24.4K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.7B)
Shares:6.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.7B)
74348A467
Shares:14.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.7B)
337345102
Shares:8.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.7B)
464288240
Shares:26.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NVIDIA CORP(NVDAcusip67066G104) | 20.7K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.7B) | ||
(cusip464287432)✕ | 24.4K | YoY NEW(+24.4K) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.7B) | YoY NEW(+$2.2M) |
PEPSICO INC(PEPcusip713448108) | 14.7K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.7B) | ||
| 16.3K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.7B) | |||
| 3.7K | QoQ -0.61% (-23)YoY -9.91% (-406) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.7B) | ||
BlackRock, Inc.(BLKcusip09290D101) | 2.2K | QoQ -5.85% (-139)YoY NEW(+2.2K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.7B) | YoY NEW(+$2.1M) |
HOME DEPOT, INC.(HDcusip437076102) | 5.6K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.7B) | ||
| 8.6K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.7B) | |||
| 75.2K | YoY NEW(+75.2K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.7B) | YoY NEW(+$1.8M) | |
| 21.7K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.7B) | |||
| 3.7K | YoY NEW(+3.7K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.7B) | YoY NEW(+$1.7M) | |
| 13.9K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.7B) | |||
| 26.6K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.7B) | |||
| 6.5K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.7B) | |||
| 6.2K | QoQ -0.76% (-48)YoY +0.30% (+19) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.7B) | ||
| 12.0K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.7B) | |||
| 14.9K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.7B) | |||
(cusip74348A467)✕ | 14.5K | QoQ 0.00% (+0) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.7B) | |
(cusip337345102)✕ | 8.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.7B) | ||
(cusip464288240)✕ | 26.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.7B) |