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 7 of 9
46138J494
Shares:20.2K
Value:$475.6K
464288570
Shares:4.6K
Value:$469.3K
97717W604
Shares:12.0K
Value:$382.9K
81369Y886
Shares:4.6K
Value:$365.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.9K | QoQ -6.87% (-211)YoY -0.27% (-8) | All Managers (Combined) | $576.6K | ||
COMCAST CORP(CMCSAcusip20030N101) | 15.4K | All Managers (Combined) | $569.0K | ||
13.5K | All Managers (Combined) | $555.2K | |||
MCKESSON CORP(MCKcusip58155Q103) | 823 | QoQ -4.07% (-35)YoY -7.31% (-65) | All Managers (Combined) | $553.9K | |
1.0K | QoQ -3.89% (-42) | All Managers (Combined) | $552.7K | ||
EXELON CORP(EXCcusip30161N101) | 11.4K | All Managers (Combined) | $523.4K | ||
2.2K | All Managers (Combined) | $514.1K | |||
18.3K | All Managers (Combined) | $511.2K | |||
Medtronic plc(MDTcusipG5960L103) | 5.4K | All Managers (Combined) | $484.3K | ||
(cusip46138J494)✕ | 20.2K | QoQ 0.00% (-0) | All Managers (Combined) | $475.6K | |
1.5K | QoQ -4.98% (-78)YoY -0.73% (-11) | All Managers (Combined) | $472.3K | ||
(cusip464288570)✕ | 4.6K | QoQ -0.54% (-25)YoY -2.61% (-123) | All Managers (Combined) | $469.3K | |
3.5K | All Managers (Combined) | $451.8K | |||
4.7K | All Managers (Combined) | $406.4K | |||
825 | All Managers (Combined) | $384.2K | |||
1.0K | All Managers (Combined) | $383.7K | |||
(cusip97717W604)✕ | 12.0K | QoQ 0.00% (-0) | All Managers (Combined) | $382.9K | |
Duke Energy CORP(DUKcusip26441C204) | 3.0K | All Managers (Combined) | $369.7K | ||
(cusip81369Y886)✕ | 4.6K | All Managers (Combined) | $365.2K | ||
5.0K | QoQ 0.00% (-0) | All Managers (Combined) | $358.8K |