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:
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92189F429
Shares:51.1K
Value:$856.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
32.9K | All Managers (Combined) | $931.4K | |||
3.7K | All Managers (Combined) | $927.8K | |||
Mastercard Inc(MAcusip57636Q104) | 1.6K | QoQ -2.96% (-48) | All Managers (Combined) | $861.1K | |
COCA COLA CO(KOcusip191216100) | 12.0K | All Managers (Combined) | $860.9K | ||
(cusip92189F429)✕ | 51.1K | QoQ 0.00% (-0)YoY -1.57% (-819) | All Managers (Combined) | $856.5K | |
TARGET CORP(TGTcusip87612E106) | 8.1K | All Managers (Combined) | $849.9K | ||
8.1K | All Managers (Combined) | $834.8K | |||
2.4K | QoQ -0.45% (-11) | All Managers (Combined) | $825.5K | ||
4.5K | All Managers (Combined) | $804.5K | |||
13.1K | All Managers (Combined) | $798.7K | |||
Salesforce, Inc.(CRMcusip79466L302) | 3.0K | QoQ +2.97% (-86)YoY +0.95% (-28) | All Managers (Combined) | $797.8K | |
12.9K | All Managers (Combined) | $797.6K | |||
QUALCOMM INC/DE(QCOMcusip747525103) | 5.1K | All Managers (Combined) | $789.4K | ||
6.3K | All Managers (Combined) | $785.5K | |||
6.8K | All Managers (Combined) | $744.4K | |||
8.7K | YoY NEW(+8.7K) | All Managers (Combined) | $741.7K | YoY NEW(+$741.7K) | |
3.3K | QoQ -0.32% (-11)YoY -4.61% (-161) | All Managers (Combined) | $738.4K | ||
2.3K | QoQ -3.86% (-93)YoY -9.64% (-247) | All Managers (Combined) | $709.5K | ||
2.6K | QoQ +3.36% (+84) | All Managers (Combined) | $704.3K | ||
SOUTHERN CO(SOcusip842587107) | 7.6K | All Managers (Combined) | $697.3K |