Midwest Capital Advisors, LLC Portfolio Holdings

Midwest Capital Advisors, LLC

  • $163 Billion
  • Q1 2025

Midwest Capital Advisors, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $26.9B, Blackrock ETF Trust with a value of $19.4B, Ishares Msci Usa Quality Facto with a value of $17.1B, Blackrock ETF Tr U S Equity Fa with a value of $15.3B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $5.83B.

Examining the 13F form we can see an increase of $26.1B in the current position value, from $137B to 163B.

Midwest Capital Advisors, LLC is based out at Grand Rapids, MI

Below you can find more details about Midwest Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $130 Billion
Technology: $1.39 Billion
Healthcare: $954 Million
Utilities: $644 Million
Consumer Cyclical: $531 Million
Industrials: $414 Million
Consumer Defensive: $272 Million
Energy: $201 Million
Other: $445 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$781B
$228 Million 0.14% of portfolio
276
Q1 2025 Added 16.95%
$0
$220 Million 0.13% of portfolio
7,859
Q4 2024 New
$449B
$217 Million 0.13% of portfolio
229
Q4 2024 New
$0
$180 Million 0.11% of portfolio
2,164
Q1 2025 Added 32.68%
$3.2T
$157 Million 0.1% of portfolio
706
Q1 2025 Added 17.08%
$9.83B
$152 Million 0.09% of portfolio
1,576
Q4 2024 New
$81.3B
$151 Million 0.09% of portfolio
900
Q4 2024 New
$0
$152 Million 0.09% of portfolio
6,613
Q4 2024 New
$38.8B
$130 Million 0.08% of portfolio
1,176
Q4 2024 New
$3.25T
$129 Million 0.08% of portfolio
345
Q1 2025 Added 0.29%
$0
$119 Million 0.07% of portfolio
2,799
Q1 2025 Added 0.04%
$34.1B
$122 Million 0.07% of portfolio
430
Q4 2024 New
$150B
$109 Million 0.07% of portfolio
896
Q4 2024 New
$0
$114 Million 0.07% of portfolio
905
Q4 2024 New
$0
$116 Million 0.07% of portfolio
2,408
Q1 2025 Reduced 61.03%
$1.9T
$97.8 Million 0.06% of portfolio
514
Q1 2025 Added 24.15%
$96.4B
$84 Million 0.05% of portfolio
363
Q4 2024 New
$0
$83.3 Million 0.05% of portfolio
519
Q1 2025 Reduced 16.83%
$0
$77.8 Million 0.05% of portfolio
1,850
Q1 2025 Added 2.66%
$0
$89.2 Million 0.05% of portfolio
2,000
Q4 2024 New
$0
$75.4 Million 0.05% of portfolio
1,675
Q1 2025 Reduced 31.21%
$206B
$59.9 Million 0.04% of portfolio
13
Q4 2024 New
$0
$64.7 Million 0.04% of portfolio
2,916
Q1 2025 Added 4.93%
$0
$60.9 Million 0.04% of portfolio
858
Q4 2024 New
$0
$62 Million 0.04% of portfolio
2,304
Q1 2025 Reduced 7.91%
$0
$69.2 Million 0.04% of portfolio
1,869
Q1 2025 Added 0.05%
$140B
$63.8 Million 0.04% of portfolio
273
Q4 2024 New
$0
$72.4 Million 0.04% of portfolio
886
Q1 2025 Reduced 6.64%
$0
$41.6 Million 0.03% of portfolio
395
Q4 2024 New
$31B
$47.8 Million 0.03% of portfolio
700
Q4 2024 New
$128B
$49 Million 0.03% of portfolio
101
Q4 2024 New
$188B
$51.5 Million 0.03% of portfolio
104
Q4 2024 New
$957B
$52.6 Million 0.03% of portfolio
340
Q4 2024 New
$741B
$44.1 Million 0.03% of portfolio
180
Q4 2024 New
$93B
$44.8 Million 0.03% of portfolio
367
Q4 2024 New
$79.5B
$53.9 Million 0.03% of portfolio
244
Q4 2024 New
$171B
$50.1 Million 0.03% of portfolio
152
Q4 2024 New
$232B
$48.4 Million 0.03% of portfolio
365
Q1 2025 Added 0.27%
$133B
$56 Million 0.03% of portfolio
237
Q4 2024 New
$144B
$43.4 Million 0.03% of portfolio
205
Q4 2024 New
$130B
$43.8 Million 0.03% of portfolio
618
Q4 2024 New
$162B
$51.9 Million 0.03% of portfolio
505
Q4 2024 New
$0
$46.9 Million 0.03% of portfolio
100
Q4 2024 New
$25.6B
$30.9 Million 0.02% of portfolio
788
Q4 2024 New
$0
$28.8 Million 0.02% of portfolio
500
Q4 2024 New
$21.7B
$34.4 Million 0.02% of portfolio
2,290
Q4 2024 New
$87.4B
$33.8 Million 0.02% of portfolio
389
Q4 2024 New
$33.8B
$39.1 Million 0.02% of portfolio
82
Q1 2025 Reduced 10.87%
Lam Research Corp
-
$27.6 Million 0.02% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $163 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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