Midland-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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% identified
150 identified29 unidentified

Holdings

179 positions
Manager:
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Page 4 of 9
921943858
Shares:27.6K
Value:$1.4M
464287408
Shares:7.3K
Value:$1.4M
CATERPILLAR INC
Shares:4.2K
Value:$1.4M
Broadcom Inc.
Shares:8.1K
Value:$1.4M
922042775
Shares:22.2K
Value:$1.3M
PRINCIPAL FINANCIAL GROUP INC
Shares:15.6K
Value:$1.3M
Alphabet Inc.
Shares:8.4K
Value:$1.3M
VISA INC.
Shares:3.7K
Value:$1.3M
HONEYWELL INTERNATIONAL INC
Shares:6.0K
Value:$1.3M
Accenture plc
Shares:3.8K
Value:$1.2M
BANK OF AMERICA CORP /DE/
Shares:26.7K
Value:$1.1M
Palo Alto Networks Inc
Shares:6.5K
Value:$1.1M
464287507
Shares:18.8K
Value:$1.1M
UNITEDHEALTH GROUP INC
Shares:2.1K
Value:$1.1M
Intercontinental Exchange, Inc.
Shares:6.1K
Value:$1.1M
921946406
Shares:8.1K
Value:$1.0M
AMERICAN EXPRESS CO
Shares:3.8K
Value:$1.0M
Walt Disney Co
Shares:10.3K
Value:$1.0M
464287655
Shares:5.1K
Value:$1.0M
ADVANCED MICRO DEVICES INC
Shares:9.4K
Value:$961.2K