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
Manager:
Search and click to pin securities to the top
Page 4 of 9
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
27.6K | YoY NEW(+27.6K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
7.3K | All Managers (Combined) | $1.4M | |||
CATERPILLAR INC(CATcusip149123101) | 4.2K | All Managers (Combined) | $1.4M | ||
Broadcom Inc.(AVGOcusip11135F101) | 8.1K | All Managers (Combined) | $1.4M | ||
22.2K | All Managers (Combined) | $1.3M | |||
15.6K | QoQ NEW(+15.6K) YoY 0.00% (-0) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) | |
Alphabet Inc.(GOOGcusip02079K107) | 8.4K | All Managers (Combined) | $1.3M | ||
3.7K | All Managers (Combined) | $1.3M | |||
6.0K | All Managers (Combined) | $1.3M | |||
Accenture plc(ACNcusipG1151C101) | 3.8K | All Managers (Combined) | $1.2M | ||
26.7K | All Managers (Combined) | $1.1M | |||
6.5K | All Managers (Combined) | $1.1M | |||
18.8K | All Managers (Combined) | $1.1M | |||
2.1K | All Managers (Combined) | $1.1M | |||
6.1K | QoQ -3.32% (-211)YoY -9.83% (-668) | All Managers (Combined) | $1.1M | ||
8.1K | All Managers (Combined) | $1.0M | |||
3.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.0M | ||
Walt Disney Co(DIScusip254687106) | 10.3K | All Managers (Combined) | $1.0M | ||
5.1K | All Managers (Combined) | $1.0M | |||
9.4K | QoQ +9.23% (-791)YoY -3.68% (-358) | All Managers (Combined) | $961.2K |