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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Page 6 of 9
69374H881
Shares:12.5K
Value:$683.6K
25434V401
Shares:9.7K
Value:$588.3K
25434V724
Shares:14.1K
Value:$579.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.4K | All Managers (Combined) | $694.6K | |||
7.7K | All Managers (Combined) | $688.7K | |||
7.3K | QoQ -0.47% (-35)YoY +6.47% (+446) | All Managers (Combined) | $686.8K | ||
2.2K | All Managers (Combined) | $686.0K | |||
(cusip69374H881)✕ | 12.5K | YoY NEW(+12.5K) | All Managers (Combined) | $683.6K | YoY NEW(+$683.6K) |
METLIFE INC(METcusip59156R108) | 8.3K | All Managers (Combined) | $666.1K | ||
PFIZER INC(PFEcusip717081103) | 26.3K | All Managers (Combined) | $665.5K | ||
CVS HEALTH Corp(CVScusip126650100) | 9.8K | All Managers (Combined) | $662.8K | ||
3.3K | All Managers (Combined) | $658.1K | |||
12.5K | All Managers (Combined) | $653.0K | |||
13.8K | All Managers (Combined) | $627.5K | |||
5.7K | All Managers (Combined) | $621.1K | |||
HERSHEY CO(HSYcusip427866108) | 3.6K | QoQ 0.00% (+0) | All Managers (Combined) | $615.7K | |
7.7K | All Managers (Combined) | $612.3K | |||
3.0K | All Managers (Combined) | $611.3K | |||
3.0K | QoQ 0.00% (+0) | All Managers (Combined) | $595.2K | ||
6.2K | QoQ 0.00% (-0) | All Managers (Combined) | $592.2K | ||
ADOBE INC.(ADBEcusip00724F101) | 1.5K | QoQ +5.42% (-79) | All Managers (Combined) | $588.7K | |
(cusip25434V401)✕ | 9.7K | QoQ -1.55% (-154)YoY -7.54% (-794) | All Managers (Combined) | $588.3K | |
(cusip25434V724)✕ | 14.1K | All Managers (Combined) | $579.4K |