HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SCOTTSDALE FDS (VGIT) |
3,386,530 | +3,386,530 | $200,889 |
| VGIT | 3,386,530 | +3,386,530 | $200,889 |
| ISHARES TR (IVV) |
376,455 | +376,455 | $179,806 |
| IVV | 376,455 | +376,455 | $179,806 |
| ISHARES TR (MBB) |
1,609,920 | +1,609,920 | $151,461 |
| MBB | 1,609,920 | +1,609,920 | $151,461 |
| ISHARES TR (IEFA) |
1,881,903 | +1,881,903 | $132,392 |
| IEFA | 1,881,903 | +1,881,903 | $132,392 |
| ISHARES TR (IVW) |
1,333,343 | +1,333,343 | $100,134 |
| IVW | 1,333,343 | +1,333,343 | $100,134 |
| J P MORGAN EXCHANGE TRADED F (JQUA) |
2,007,615 | +2,007,615 | $96,084 |
| JQUA | 2,007,615 | +2,007,615 | $96,084 |
| VANGUARD INDEX FDS (VTV) |
562,173 | +562,173 | $84,045 |
| VTV | 562,173 | +562,173 | $84,045 |
| JANUS DETROIT STR TR |
1,497,308 | +1,497,308 | $75,315 |
| JAAA | 1,497,308 | +1,497,308 | $75,315 |
| ISHARES TR (IJJ) |
563,684 | +563,684 | $64,283 |
| IJJ | 563,684 | +563,684 | $64,283 |
| ISHARES TR (IJK) |
809,228 | +809,228 | $64,107 |
| IJK | 809,228 | +809,228 | $64,107 |
| SPDR SER TR (SPSM) |
973,489 | +973,489 | $41,062 |
| SPSM | 973,489 | +973,489 | $41,062 |
| ISHARES INC (IEMG) |
806,394 | +806,394 | $40,787 |
| IEMG | 806,394 | +806,394 | $40,787 |
| MICROSOFT CORP |
34,664 | +34,664 | $13,035 |
| MSFT | 34,664 | +34,664 | $13,035 |
| APPLE INC |
49,613 | +49,613 | $9,552 |
| AAPL | 49,613 | +49,613 | $9,552 |
| VANGUARD INDEX FDS (VOO) |
15,349 | +15,349 | $6,705 |
| VOO | 15,349 | +15,349 | $6,705 |
| MCDONALDS CORP |
19,554 | +19,554 | $5,798 |
| MCD | 19,554 | +19,554 | $5,798 |
| VANGUARD INDEX FDS (VTI) |
24,190 | +24,190 | $5,738 |
| VTI | 24,190 | +24,190 | $5,738 |
| PROCTER AND GAMBLE CO |
37,716 | +37,716 | $5,527 |
| PG | 37,716 | +37,716 | $5,527 |
| HOME DEPOT INC |
15,114 | +15,114 | $5,238 |
| HD | 15,114 | +15,114 | $5,238 |
| PEPSICO INC |
27,295 | +27,295 | $4,636 |
| PEP | 27,295 | +27,295 | $4,636 |
| JPMORGAN CHASE & CO |
26,860 | +26,860 | $4,569 |
| JPM | 26,860 | +26,860 | $4,569 |
 BERKSHIRE HATHAWAY INC DEL |
$4,218 | ||
| BRK.B | 11,825 | +11,825 | $4,218 |
| WISDOMTREE TR |
81,870 | +81,870 | $3,741 |
| DON | 81,870 | +81,870 | $3,741 |
| ISHARES TR (DGRO) |
67,750 | +67,750 | $3,646 |
| DGRO | 67,750 | +67,750 | $3,646 |
| ISHARES TR (IWM) |
18,145 | +18,145 | $3,642 |
| IWM | 18,145 | +18,145 | $3,642 |
| WOODWARD INC |
24,715 | +24,715 | $3,364 |
| WWD | 24,715 | +24,715 | $3,364 |
| CATERPILLAR INC |
10,827 | +10,827 | $3,201 |
| CAT | 10,827 | +10,827 | $3,201 |
| ALPHABET INC |
21,910 | +21,910 | $3,061 |
| GOOGL | 21,910 | +21,910 | $3,061 |
| JOHNSON & JOHNSON |
17,571 | +17,571 | $2,754 |
| JNJ | 17,571 | +17,571 | $2,754 |
| ORACLE CORP |
25,712 | +25,712 | $2,711 |
| ORCL | 25,712 | +25,712 | $2,711 |
| ABBVIE INC |
16,763 | +16,763 | $2,598 |
| ABBV | 16,763 | +16,763 | $2,598 |
| CHEVRON CORP NEW |
16,837 | +16,837 | $2,511 |
| CVX | 16,837 | +16,837 | $2,511 |
| ELI LILLY & CO |
4,185 | +4,185 | $2,440 |
| LLY | 4,185 | +4,185 | $2,440 |
| SPDR S&P 500 ETF TR (SPY) |
4,885 | +4,885 | $2,322 |
| SPY | 4,885 | +4,885 | $2,322 |
| BLACKROCK INC |
2,793 | +2,793 | $2,267 |
| BLK | 2,793 | +2,793 | $2,267 |
| COSTCO WHSL CORP NEW |
3,419 | +3,419 | $2,257 |
| COST | 3,419 | +3,419 | $2,257 |
| LOWES COS INC |
10,054 | +10,054 | $2,238 |
| LOW | 10,054 | +10,054 | $2,238 |
| ISHARES TR (IJR) |
19,936 | +19,936 | $2,158 |
| IJR | 19,936 | +19,936 | $2,158 |
| AMAZON COM INC |
13,212 | +13,212 | $2,007 |
| AMZN | 13,212 | +13,212 | $2,007 |
| ABBOTT LABS |
18,137 | +18,137 | $1,996 |
| ABT | 18,137 | +18,137 | $1,996 |
| ISHARES TR (IWF) |
6,569 | +6,569 | $1,992 |
| IWF | 6,569 | +6,569 | $1,992 |
| WALMART INC |
12,427 | +12,427 | $1,959 |
| WMT | 12,427 | +12,427 | $1,959 |
| ISHARES TR (IVE) |
11,125 | +11,125 | $1,935 |
| IVE | 11,125 | +11,125 | $1,935 |
| EXXON MOBIL CORP |
18,612 | +18,612 | $1,861 |
| XOM | 18,612 | +18,612 | $1,861 |
| ISHARES TR (ACWX) |
36,076 | +36,076 | $1,841 |
| ACWX | 36,076 | +36,076 | $1,841 |
| ISHARES TR (IGM) |
4,106 | +4,106 | $1,840 |
| IGM | 4,106 | +4,106 | $1,840 |
| TARGET CORP |
11,795 | +11,795 | $1,680 |
| TGT | 11,795 | +11,795 | $1,680 |
| CISCO SYS INC |
33,219 | +33,219 | $1,678 |
| CSCO | 33,219 | +33,219 | $1,678 |
| TJX COS INC NEW |
16,978 | +16,978 | $1,593 |
| TJX | 16,978 | +16,978 | $1,593 |
| UNITED PARCEL SERVICE INC |
10,067 | +10,067 | $1,583 |
| UPS | 10,067 | +10,067 | $1,583 |
See Full List: All Stocks Held By Midland Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Midland Wealth Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,460,378 At 09/30/2023: $0 Midland Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Midland Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
