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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MIDLAND WEALTH ADVISORS LLC

Quarter ended Q2 2024 · Filed August 2, 2024 · Accession 0001951757-24-000611

Total Value
$1.69B
Positions
218
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (218)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C7063,720,196$216.6M12.85%
2ISHARES TR464287200382,657$209.4M12.42%
3ISHARES TR4642885881,778,339$163.3M9.68%
4ISHARES TR46432F8421,933,897$140.5M8.33%
5ISHARES TR4642873091,305,993$120.9M7.17%
6J P MORGAN EXCHANGE TRADED F46641Q7612,124,009$112.5M6.67%
7VANGUARD INDEX FDS922908744577,543$92.6M5.49%
8JANUS DETROIT STR TR47103U8451,780,927$90.6M5.37%
9ISHARES TR464287606840,821$74.1M4.39%
10ISHARES TR464287705574,167$65.1M3.86%
11ISHARES INC46434G103872,710$46.7M2.77%
12SPDR SER TR78468R8531,045,053$43.4M2.57%
13MCDONALDS CORPMCD124,841$31.8M1.89%
14MICROSOFT CORPMSFT36,125$16.1M0.96%
15MIDLAND STATES BANCORP INCMSBIP609,792$13.8M0.82%
16APPLE INCAAPL62,524$13.2M0.78%
17WOODWARD INCWWD49,228$8.6M0.51%
18VANGUARD INDEX FDS92290836315,658$7.8M0.46%
19ISHARES TR46428754973,621$6.9M0.41%
20JPMORGAN CHASE & CO.VYLD29,686$6.0M0.36%
21PROCTER AND GAMBLE CO74271810936,333$6.0M0.36%
22VANGUARD INDEX FDS92290876921,774$5.8M0.35%
23HOME DEPOT INCHD15,532$5.3M0.32%
24PEPSICO INCPEP28,221$4.7M0.28%
25BERKSHIRE HATHAWAY INC DELBRK-A11,305$4.6M0.27%
26NVIDIA CORPORATIONNVDA36,410$4.5M0.27%
27ALPHABET INCGOOG21,365$3.9M0.23%
28CATERPILLAR INCCAT11,563$3.9M0.23%
29ANGEL OAK FUNDS TRUST03463K75272,823$3.7M0.22%
30EXXON MOBIL CORPXOM29,942$3.4M0.20%
31ELI LILLY & COLLY3,756$3.4M0.20%
32ORACLE CORPORCL-PD22,281$3.1M0.19%
33SPDR S&P 500 ETF TRSPY5,771$3.1M0.19%
34AMAZON COM INCAMZN16,213$3.1M0.19%
35ABBVIE INCABBV17,780$3.0M0.18%
36WISDOMTREE TRWT63,654$3.0M0.18%
37ISHARES TR4642876147,768$2.8M0.17%
38WALMART INCWMT39,164$2.7M0.16%
39COSTCO WHSL CORP NEW22160K1052,945$2.5M0.15%
40ISHARES TR46428765512,309$2.5M0.15%
41JOHNSON & JOHNSONJNJ16,954$2.5M0.15%
42CHEVRON CORP NEWCVX15,746$2.5M0.15%
43META PLATFORMS INCMETA4,721$2.4M0.14%
44ALPHABET INCGOOG12,606$2.3M0.14%
45LOWES COS INC54866110710,358$2.3M0.14%
46FIRST TR NASDAQ 100 TECH IND33734510211,156$2.2M0.13%
47ABBOTT LABSABLZF19,501$2.0M0.12%
48BLACKROCK INCBLK2,559$2.0M0.12%
49ISHARES TR46428780417,077$1.8M0.11%
50ISHARES TR46428824032,846$1.7M0.10%
51TJX COS INC NEW87254010915,669$1.7M0.10%
52INTERNATIONAL BUSINESS MACHSINTR9,949$1.7M0.10%
53ADVANCED MICRO DEVICES INCAMD10,510$1.7M0.10%
54ISHARES TR4642874089,105$1.7M0.10%
55TARGET CORPTGT10,712$1.6M0.09%
56CISCO SYS INCCSCO31,927$1.5M0.09%
57VANGUARD INDEX FDS9229086296,231$1.5M0.09%
58HONEYWELL INTL INC4385161066,947$1.5M0.09%
59BANK AMERICA CORP06050510435,864$1.4M0.08%
60UNITEDHEALTH GROUP INCUNH2,787$1.4M0.08%
61ISHARES TR46428746518,058$1.4M0.08%
62BROADCOM INCAVGO877$1.4M0.08%
63RTX CORPORATIONRTX13,998$1.4M0.08%
64ISHARES TR46429B69716,115$1.4M0.08%
65QUALCOMM INCQCOM6,782$1.4M0.08%
66J P MORGAN EXCHANGE TRADED F46641Q83726,507$1.3M0.08%
67ISHARES TR46428750722,728$1.3M0.08%
68ISHARES TR46428745716,239$1.3M0.08%
69ACCENTURE PLC IRELANDACN4,258$1.3M0.08%
70PALO ALTO NETWORKS INCPANW3,780$1.3M0.08%
71UNITED PARCEL SERVICE INCUPS9,359$1.3M0.08%
72ISHARES TR46434V62121,900$1.3M0.07%
73DISNEY WALT CO25468710612,658$1.3M0.07%
74VISA INCV4,748$1.2M0.07%
75VANGUARD INTL EQUITY INDEX F92204277520,923$1.2M0.07%
76PRINCIPAL FINANCIAL GROUP INPFG15,574$1.2M0.07%
77ILLINOIS TOOL WKS INC4523081095,125$1.2M0.07%
78MERCK & CO INCMRK9,736$1.2M0.07%
79ISHARES TR4642878879,317$1.2M0.07%
80PROSHARES TR74348A46711,681$1.1M0.07%
81PFIZER INCPFE39,805$1.1M0.07%
82SOUTHERN COSOMN14,135$1.1M0.07%
83VERIZON COMMUNICATIONS INCVZ26,290$1.1M0.06%
84AT&T INCT-PC55,839$1.1M0.06%
85TEXAS INSTRS INC8825081045,338$1.0M0.06%
86COCA COLA COKO16,106$1.0M0.06%
87AMGEN INCAMGN3,250$1.0M0.06%
88AMERICAN EXPRESS COAXP4,370$1.0M0.06%
89ARCHER DANIELS MIDLAND COADM16,662$1.0M0.06%
90ISHARES TR46428744010,640$996,4360.06%
91SELECT SECTOR SPDR TR81369Y10010,904$962,9320.06%
92COMCAST CORP NEWCCZ24,533$960,7120.06%
93INTERCONTINENTAL EXCHANGE IN45866F1046,691$915,9310.05%
94VANECK ETF TRUST92189F42952,704$911,7790.05%
95ADOBE INCADBE1,616$897,7530.05%
96ISHARES TR4642876223,010$895,5950.05%
97PULTE GROUP INC7458671018,121$894,1220.05%
98UNION PAC CORPUNP3,937$890,7860.05%
99CVS HEALTH CORPCVS14,909$880,5260.05%
100GENERAL DYNAMICS CORPGD2,993$868,3890.05%
101DANAHER CORPORATION2358511023,458$863,9810.05%
102SELECT SECTOR SPDR TR81369Y8033,750$848,3620.05%
103VANGUARD INDEX FDS9229087513,828$834,6570.05%
104HCA HEALTHCARE INCHCA2,559$822,1560.05%
105ISHARES TR4642876305,179$788,7620.05%
106SPDR S&P MIDCAP 400 ETF TRMDY1,466$784,4270.05%
107TRUIST FINL CORP89832Q10920,083$780,2250.05%
108SALESFORCE INCCRM2,969$763,3330.05%
109MASTERCARD INCORPORATEDMA1,713$755,7070.04%
110HERSHEY COHSY4,110$755,5410.04%
111SELECT SECTOR SPDR TR81369Y88611,061$753,6970.04%
112METLIFE INCMET-PF10,603$744,2250.04%
113MONDELEZ INTL INC60920710510,855$710,3510.04%
114EMERSON ELEC COEMR6,380$702,8210.04%
115COLGATE PALMOLIVE COCL7,209$699,5610.04%
116WASTE MGMT INC DEL94106L1093,249$693,1420.04%
117WISDOMTREE TRWT9,227$671,2640.04%
118ISHARES TR4642876482,556$671,0270.04%
119EXELON CORPEXC18,827$651,6020.04%
120BRISTOL-MYERS SQUIBB COCELG-RI15,547$645,6670.04%
121ANALOG DEVICES INCADI2,794$637,7580.04%
122GE AEROSPACE3696043013,850$612,0340.04%
123VANGUARD WHITEHALL FDS9219464065,121$607,3510.04%
124CONSTELLATION ENERGY CORPCEG3,015$603,8140.04%
125SCHWAB STRATEGIC TR8085247977,639$594,0090.04%
126DIMENSIONAL ETF TRUST25434V4019,995$588,1790.03%
127DIMENSIONAL ETF TRUST25434V72414,728$578,3630.03%
128HALLIBURTON COHAL16,897$570,7810.03%
129DUKE ENERGY CORP NEWDUKB5,659$567,2020.03%
130ALLSTATE CORPALL-PJ3,535$564,3980.03%
131PHILIP MORRIS INTL INC7181721095,484$555,6940.03%
132MICROCHIP TECHNOLOGY INC.MCHPP5,852$535,4580.03%
133EOG RES INCEOG4,227$532,0520.03%
134ISHARES TR4642886614,573$528,0440.03%
135EDWARDS LIFESCIENCES CORPEW5,713$527,7100.03%
136ISHARES TR4642888855,154$527,2540.03%
137ISHARES TR4642874814,772$526,5900.03%
138BANK MONTREAL QUE0636711016,200$519,8700.03%
139BROOKFIELD CORP11271J10712,460$517,5880.03%
140MEDTRONIC PLCMDT6,556$516,0230.03%
141NEXTERA ENERGY INCNEE-PW7,258$513,9390.03%
142MCKESSON CORPMCK858$501,1060.03%
143ISHARES TR4642885704,706$488,7180.03%
144LINDE PLCLIN1,094$480,0580.03%
145INVESCO EXCH TRD SLF IDX FDIVZ20,194$474,1550.03%
146ISHARES TR4642876891,498$462,3880.03%
147SELECT SECTOR SPDR TR81369Y2093,131$456,3430.03%
148THERMO FISHER SCIENTIFIC INCTMO812$449,0360.03%
149AUTOMATIC DATA PROCESSING INADP1,874$447,3050.03%
150WISDOMTREE TRWT14,208$442,5790.03%
151SERVICENOW INCNOW560$440,5350.03%
152LOCKHEED MARTIN CORPLMT907$423,5250.03%
1533M COMMM3,805$388,8330.02%
154INTEL CORPINTC12,012$372,0120.02%
155EATON VANCE SR FLTNG RTE TRETN27,136$354,9390.02%
156PINTEREST INCPINS8,000$352,5600.02%
157VANGUARD INDEX FDS922908736929$347,4550.02%
158MICRON TECHNOLOGY INCMU2,612$343,5560.02%
159VANGUARD TAX-MANAGED FDS9219438586,793$335,6890.02%
160CSX CORPCSX9,918$331,7570.02%
161GENUINE PARTS COGPC2,347$324,6370.02%
162KIMBERLY-CLARK CORPKMB2,330$322,0060.02%
163BP PLCBPPFF8,903$321,3980.02%
164CONOCOPHILLIPSCOP2,807$321,0650.02%
165GUGGENHEIM STRATEGIC OPPORTUGOF20,807$310,2320.02%
166AMERIPRISE FINL INC03076C106718$306,7220.02%
167PHILLIPS 66PSX2,160$304,9270.02%
168PRUDENTIAL FINL INCPUKPF2,586$303,0530.02%
169CINTAS CORPCTAS432$302,5120.02%
170ALTRIA GROUP INCMO6,557$298,6710.02%
171ISHARES TR4642878793,057$297,3540.02%
172INVESCO EXCH TRD SLF IDX FDIVZ12,508$290,5610.02%
173ISHARES BITCOIN TRIBIT8,467$289,0630.02%
174BOEING COBA-PA1,588$289,0320.02%
175DIMENSIONAL ETF TRUST25434V6095,452$282,7710.02%
176AIR PRODS & CHEMS INCAIIR1,084$279,7260.02%
177ISHARES TR4642872262,855$277,1350.02%
178DIMENSIONAL ETF TRUST25434V8726,479$269,1380.02%
179INVESCO EXCH TRD SLF IDX FDIVZ11,273$264,8640.02%
180INVESCO EXCH TRD SLF IDX FDIVZ10,865$263,9110.02%
181PROSHARES TR74347G43230,990$256,5970.02%
182SPDR SER TR78464A7632,004$254,8690.02%
183WEC ENERGY GROUP INCWEC3,217$252,4060.01%
184VANGUARD INTL EQUITY INDEX F9220428585,685$248,7880.01%
185INTUITIVE SURGICAL INCISRG554$246,4470.01%
186IDEXX LABS INC45168D104503$245,0620.01%
187CARDINAL HEALTH INCCAH2,488$244,6200.01%
188ISHARES TR4642877392,770$243,0400.01%
189SELECT SECTOR SPDR TR81369Y4071,325$241,6800.01%
190EATON CORP PLCETN765$239,8660.01%
191MORGAN STANLEYMS-PQ2,456$238,6990.01%
192CONSOLIDATED EDISON INCED2,663$238,1250.01%
193APPLIED MATLS INC038222105998$235,5180.01%
194VANGUARD INTL EQUITY INDEX F9220427422,091$235,5090.01%
195PACER FDS TR69374H8814,322$235,5060.01%
196SELECT SECTOR SPDR TR81369Y5062,551$232,5240.01%
197WISDOMTREE TRWT3,250$230,2010.01%
198GOLDMAN SACHS PHYSICAL GOLD38150K10310,000$230,0500.01%
199AMERICAN ELEC PWR CO INC0255371012,619$229,7910.01%
200DEERE & CODE610$227,7870.01%
201PAYCHEX INCPAYX1,919$227,5170.01%
202GABELLI EQUITY TR INCGAB-PK42,870$222,9240.01%
203SCHWAB STRATEGIC TR8085248055,782$222,1440.01%
204CHUBB LIMITEDCB865$220,6440.01%
205FASTENAL COFAST3,474$218,3060.01%
206WISDOMTREE TRWT6,296$214,4420.01%
207VANGUARD WORLD FD92204A702371$213,9150.01%
208VANGUARD INDEX FDS9229086111,155$210,8110.01%
209GAMCO GLOBAL GOLD NAT RES &36465A10951,879$210,1100.01%
210WALGREENS BOOTS ALLIANCE INC93142710817,366$210,0420.01%
211MARATHON PETE CORPMARA1,189$206,2680.01%
212SHOPIFY INCSHOP3,115$205,7460.01%
213NOVAVAX INCNVAX12,000$151,9200.01%
214ESPERION THERAPEUTICS INC NEESPR60,000$133,2000.01%
215ABRDN ASIA PACIFIC INCOME FUABAKF39,538$105,9620.01%
216PROSPECT CAP CORPPSEC-PA18,416$101,8400.01%
217INVESCO SR INCOME TRIVZ23,222$100,0870.01%
218GRANITESHARES ETF TR38747R79320,000$44,2000.00%