Midwest Financial Group LLC Portfolio Holdings

Midwest Financial Group LLC

  • $172 Billion
  • Q1 2025

Midwest Financial Group LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $11.1B, Ishares S&P 500 Growth ETF with a value of $10.7B, American Centy ETF Tr Avantis with a value of $8.85B, Apple Inc. with a value of $7.95B, and Ishares Iboxx $ Investment Gra with a value of $7.08B.

Examining the 13F form we can see an decrease of $2.03B in the current position value, from $174B to 172B.

Midwest Financial Group LLC is based out at Overland Park, KS

Below you can find more details about Midwest Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $114 Billion
Technology: $19.7 Billion
Financial Services: $8.11 Billion
Energy: $6.44 Billion
Industrials: $3.6 Billion
Consumer Defensive: $2.93 Billion
Consumer Cyclical: $2.61 Billion
Healthcare: $1.62 Billion
Other: $2.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.99B
$215 Million 0.13% of portfolio
1,603
Q1 2025 Added 21.44%
$307B
$230 Million 0.13% of portfolio
5,508
Q1 2025 Added 1.87%
$0
$212 Million 0.12% of portfolio
5,256
Q3 2024 New
$0
$204 Million 0.12% of portfolio
363
Q3 2024 New
$750M
$145 Million 0.08% of portfolio
25,897
Q1 2025 Reduced 14.11%
$38.1B
$117 Million 0.07% of portfolio
11,642
Q1 2025 Reduced 2.5%
$654M
$86.4 Million 0.05% of portfolio
13,650
Q1 2025 Reduced 1.8%
$1.02B
$63.6 Million 0.04% of portfolio
12,019
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $172 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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