Greater Midwest Financial Group, LLC Portfolio Holdings

Greater Midwest Financial Group, LLC

  • $155 Billion
  • Q3 2025

Greater Midwest Financial Group, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Harris Oakmark ETF Trust with a value of $14.4B, Natixis ETF Trust Ii with a value of $13.9B, Microsoft Corp with a value of $13.7B, Alphabet Inc. with a value of $10.1B, and Amazon Com Inc with a value of $7.41B.

Examining the 13F form we can see an increase of $23.9B in the current position value, from $131B to 155B.

Greater Midwest Financial Group, LLC is based out at St. Paul, MN

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

Portfolio value $155 Billion
Technology: $47.5 Billion
Communication Services: $25.7 Billion
ETFs: $13.8 Billion
Financial Services: $11 Billion
Healthcare: $9.64 Billion
Consumer Cyclical: $8.15 Billion
Industrials: $3.39 Billion
Utilities: $1.48 Billion
Other: $555 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3B
$31.2 Million 0.02% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $155 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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