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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 $1,460,375,215
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 3,386,530 $200,888,960 13.75%
2.
Ishares Trust
 IEF 376,455 $179,806,202 12.31%
3.
Ishares Tr
 1,609,920 $151,461,274 10.37%
4.
Ishares Tr
 1,881,903 $132,391,876 9.06%
5.
Ishares Trust
 IEF 1,333,343 $100,134,059 6.85%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)