MIDLAND WEALTH ADVISORS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$1.71B
Signature - Title
Jennifer De Vries - Chief Compliance Officer
Location
Effingham, IL
Summary
This page shows a list of all the recent 13F filings made by MIDLAND WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MIDLAND WEALTH ADVISORS LLC reported 191 stock holdings with total value $1.71B as of Q3 2024. Top holdings included IVV, IEFA, VGIT, JAAA, and MBB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 191 $1.71B +$158M -$233M -$74.5M IVV, IEFA, VGIT, JAAA, MBB 13F-HR 10/23/2024, 08:43 AM
Q2 2024 218 $1.69B +$76.8M -$20.6M +$56.3M VGIT, IVV, MBB, IEFA, IVW 13F-HR 8/1/2024, 06:58 PM
Q1 2024 195 $1.62B +$99.1M -$14.9M +$84.2M VGIT, IVV, MBB, IEFA, JQUA 13F-HR 5/13/2024, 10:01 AM
Q4 2023 190 $1.46B $0 $0 VGIT, IVV, MBB, IEFA, IVW 13F-HR 2/14/2024, 04:56 PM