Greater Midwest Financial Group, LLC Portfolio Holdings

Greater Midwest Financial Group, LLC

  • $143 Billion
  • Q1 2025

Greater Midwest Financial Group, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.1B, American Centy ETF Tr Avantis with a value of $12.6B, Goldman Sachs ETF Tr with a value of $11.3B, Amazon Com Inc with a value of $10.8B, and Apple Inc. with a value of $10.7B.

Examining the 13F form we can see an decrease of $14.5B in the current position value, from $158B to 143B.

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 $143 Billion
Technology: $49.6 Billion
ETFs: $21.5 Billion
Communication Services: $20.1 Billion
Financial Services: $11.3 Billion
Consumer Cyclical: $11.3 Billion
Healthcare: $8.55 Billion
Industrials: $4.3 Billion
Energy: $31.7 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$232B
$224 Million 0.16% of portfolio
716
Q1 2025 Added 2.29%
$0
$226 Million 0.16% of portfolio
2,709
Q1 2025 Added 0.15%
$165B
$203 Million 0.14% of portfolio
717
Q1 2025 New
$1.72B
$31.7 Million 0.02% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $143 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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