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Home > Institutional Investor > Midland Wealth Advisors Llc > Profile

Instuitional Investor - Midland Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Midland Wealth Advisors Llc
Portfolio Value $1,809,576,506
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 362,926 $225,340,753 12.45%
2.
Janus Detroit Str Tr
 3,467,496 $175,975,422 9.72%
3.
Ishares Tr - MBS ETF
 1,857,285 $174,380,489 9.64%
4.
Ishares Trust
 VLUE 2,051,244 $171,237,849 9.46%
5.
Vanguard Scottsdale Funds
 2,508,721 $150,046,603 8.29%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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