Midwestern Financial, LLC /Ia Incresed Positions in Q3 2025

Midwestern Financial, LLC /Ia

  • $116 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.44K
+ 18.99%
$617.65 - $666.84 $1.51M - $1.63M
15.3K $10.2B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
17K
+ 22.42%
$60.01 - $65.01 $1.02M - $1.11M
93K $6.05B
FLV
American Centy ETF Tr Focused

ETFs
8.91K
+ 8.77%
$70.26 - $74.84 $626K - $667K
111K $8.15B
SCHA
Schwab Strategic Tr Us Small C

ETFs
28.1K
+ 63.05%
$25.29 - $28.33 $710K - $795K
72.6K $2.03B
VO
Vanguard Mid Cap ETF

ETFs
2.54K
+ 62.02%
$279.83 - $293.74 $711K - $747K
6.64K $1.95B
AVEM
American Centy ETF Tr Avantis

ETFs
4.19K
+ 5.92%
$68.33 - $75.41 $286K - $316K
75K $5.63B
AVDE
American Centy ETF Tr Avantis

ETFs
5.36K
+ 8.0%
$73.24 - $79.04 $393K - $424K
72.3K $5.71B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.5K
+ 5.95%
$97.75 - $100.75 $440K - $454K
80.2K $8.04B
VTI
Vanguard Total Stock Market Et

ETFs
409
+ 2.66%
$303.93 - $329.86 $124K - $135K
15.8K $5.17B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.87K
+ 12.01%
$50.47 - $50.74 $397K - $399K
73.4K $3.72B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.83K
+ 72.59%
$49.78 - $50.75 $290K - $296K
13.8K $701M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.22K
+ 4.75%
$50.85 - $51.35 $113K - $114K
49K $2.51B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.52K
+ 4.12%
$48.5 - $50.19 $73.8K - $76.3K
38.4K $1.92B
VGT
Vanguard Information Technolog

ETFs
2
+ 0.16%
$656.44 - $753.15 $1.31K - $1.51K
1.23K $921M
SHYD
Vaneck Short High Yield Muni E

ETFs
3.67K
+ 7.2%
$22.31 - $23.01 $81.8K - $84.4K
54.6K $1.25B
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.43%
N/A
7.88K $1.7B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.08%
$174.36 - $254.72 $174 - $255
1.23K $299M
XLI
Industrial Sector Spdr

ETFs
26
+ 0.41%
$147.94 - $154.99 $3.85K - $4.03K
6.42K $990M
XLB
Select Sector Spdr Fd Material

ETFs
306
+ 7.85%
$86.72 - $92.61 $26.5K - $28.3K
4.2K $377M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.33%
$237.58 - $259.17 $1.43K - $1.56K
1.81K $461M
MUB
Ishares National Muni Bond ETF

ETFs
80
+ 0.8%
$103.24 - $106.68 $8.26K - $8.53K
10K $1.07B
BND
Vanguard Bd Index Fd Inc Total

ETFs
341
+ 8.05%
$72.57 - $74.72 $24.7K - $25.5K
4.58K $340M
MSFT
Microsoft Corp

Technology
2
+ 0.17%
$491.09 - $535.64 $982 - $1.07K
1.18K $613M
HDV
Ishares Core High Dividend ETF

ETFs
23
+ 0.78%
$118.16 - $123.66 $2.72K - $2.84K
2.99K $366M
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
135
+ 1.0%
N/A
13.6K $629M
SPMD
Spdr Portfolio

ETFs
16
+ 0.35%
$54.43 - $58.29 $871 - $933
4.59K $262M
SUB
Ishares Short Term National Mu

ETFs
45
+ 0.24%
$106.17 - $107.3 $4.78K - $4.83K
18.7K $1.99B
JPHY
Jp Morgan High Yield Research

ETFs
141
+ 1.35%
N/A
10.6K $496M
Vanguard Wellington Fd
21
+ 0.72%
N/A
2.95K $300M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
69
+ 0.7%
$50.81 - $51.07 $3.51K - $3.52K
9.95K $508M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.45%
$915.95 - $994.57 $916 - $995
224 $207M
SBUX
Starbucks Corp

Consumer Cyclical
81
+ 0.7%
$81.9 - $96.86 $6.63K - $7.85K
11.7K $987M
ROP
Roper Technologies Inc

Industrials
4
+ 0.17%
$495.03 - $573.0 $1.98K - $2.29K
2.34K $1.17B
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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