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 9 of 9
46138J510
Shares:11.3K
Value:$266.2K
81369Y407
Shares:1.3K
Value:$261.6K
97717W109
Shares:2.9K
Value:$225.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
9.2K | QoQ 0.00% (-0) | All Managers (Combined) | $269.8K | ||
(cusip46138J510)✕ | 11.3K | QoQ 0.00% (+0) | All Managers (Combined) | $266.2K | |
711 | All Managers (Combined) | $263.7K | |||
(cusip81369Y407)✕ | 1.3K | All Managers (Combined) | $261.6K | ||
Eaton Corp plc(ETNcusipG29183103) | 949 | QoQ -1.65% (-16) | All Managers (Combined) | $258.0K | |
841 | QoQ -4.43% (-39)YoY +6.99% (+55) | All Managers (Combined) | $254.0K | ||
3.6K | All Managers (Combined) | $246.8K | |||
CONOCOPHILLIPS(COPcusip20825C104) | 2.2K | All Managers (Combined) | $228.1K | ||
GE Vernova Inc.(GEVcusip36828A101) | 742 | QoQ 0.00% (-0)YoY NEW(+742) | All Managers (Combined) | $226.5K | YoY NEW(+$226.5K) |
1.5K | All Managers (Combined) | $226.5K | |||
455 | QoQ -6.37% (-31) | All Managers (Combined) | $226.4K | ||
(cusip97717W109)✕ | 2.9K | QoQ 0.00% (+0)YoY -9.69% (-315) | All Managers (Combined) | $225.8K | |
464 | All Managers (Combined) | $224.6K | |||
1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $224.3K | YoY NEW(+$224.3K) | |
PAYCHEX INC(PAYXcusip704326107) | 1.4K | All Managers (Combined) | $219.8K | ||
419 | QoQ -8.71% (-40)YoY NEW(+419) | All Managers (Combined) | $207.5K | YoY NEW(+$207.5K) | |
CUMMINS INC(CMIcusip231021106) | 641 | QoQ -12.43% (-91)YoY NEW(+641) | All Managers (Combined) | $200.9K | YoY NEW(+$200.9K) |
4.4K | YoY NEW(+4.4K) | All Managers (Combined) | $200.8K | YoY NEW(+$200.8K) | |
26.7K | QoQ NEW(+26.7K) | All Managers (Combined) | $147.4K | QoQ NEW(+$147.4K) |