MIDLAND WEALTH ADVISORS, LLC
Top Portfolio Positions
98 positions ·
$190,669,526 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
2,497,039 | $41,475,817 | 21.75% | |
| NUE |
Nucor Corp
Basic Materials
|
105,976 | $17,920,541 | 9.40% | |
| AAPL |
Apple Inc.
Technology
|
52,942 | $13,436,150 | 7.05% | |
| MSFT |
Microsoft Corp
Technology
|
24,156 | $8,941,826 | 4.69% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
21,930 | $7,029,661 | 3.69% | |
| XOM |
Exxon Mobil Corp
Energy
|
38,252 | $6,489,834 | 3.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,434 | $5,716,705 | 3.00% | |
| WWD |
Woodward, Inc.
Industrials
|
15,950 | $5,708,824 | 2.99% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,404 | $4,164,777 | 2.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,364 | $3,555,391 | 1.86% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MSBI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,562 | 19,568 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $452,699 | 21,384 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $244,587 | 14,270 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $247,156 | 14,270 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $13,811,788 | 609,792 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $19,204,697 | 764,214 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,573,290 | 57,086 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||