Midwest Capital Advisors, LLC Purchases in Q4 2025

Midwest Capital Advisors, LLC

  • $209 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
84.6K
+ 1317.42%
$66.73 - $70.99 $5.65M - $6.01M
91K $6.5B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
102K
+ 33.25%
$45.45 - $48.31 $4.63M - $4.92M
408K $19.1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
15.6K
+ 69.5%
$245.79 - $258.02 $3.84M - $4.03M
38.1K $9.53B
EFG
Msci Eafe Growth ETF

ETFs
27.3K
+ 1028.65%
$112.91 - $117.61 $3.08M - $3.21M
30K $3.41B
FIBR
Ishares U.S. Fixed Income Bala

ETFs
22.4K
New
N/A
22.4K $2.01B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.2K
+ 4.22%
$57.9 - $61.26 $998K - $1.06M
425K $25.9B
IAU
Ishares Gold Trust

ETFs
6.87K
+ 6.61%
$72.65 - $82.5 $499K - $567K
111K $8.99B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
58.1K
+ 258.75%
$23.37 - $23.7 $1.36M - $1.38M
80.5K $1.88B
PVAL
Putnam ETF Tr Putnam Focused L
20.5K
+ 18.82%
$41.58 - $44.36 $851K - $908K
129K $5.89B
OEF
Ishares S&P 100 ETF

ETFs
2.25K
+ 5.42%
N/A
43.7K $15B
Blackrock ETF Trust
5.63K
+ 2.74%
N/A
211K $8.15B
Ea Series Trust
6.61K
New
N/A
6.61K $326M
BNDX
Vanguard Total International B

ETFs
7.98K
+ 7.06%
$49.3 - $49.91 $393K - $398K
121K $5.85B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.08K
+ 9.62%
$25.2 - $26.46 $204K - $214K
92.1K $2.42B
WMT
Walmart Inc.

Consumer Defensive
903
New
$101.18 - $109.03 $91.4K - $98.5K
903 $101M
VEA
Vanguard Ftse Developed Market

ETFs
243
+ 0.99%
$59.18 - $62.09 $14.4K - $15.1K
24.7K $1.55B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.33K
+ 49.82%
$23.38 - $23.82 $77.9K - $79.3K
10K $234M
ICVT
Ishares Tr Convertible Bond Et

ETFs
880
+ 6.43%
$98.1 - $103.73 $86.3K - $91.3K
14.6K $1.44B
VTV
Vanguard Value ETF

ETFs
7
+ 0.05%
$182.87 - $189.72 $1.28K - $1.33K
14.2K $2.72B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.18K
+ 7.33%
$34.39 - $36.1 $40.7K - $42.7K
17.3K $622M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.97K
+ 11.64%
$25.18 - $25.37 $49.7K - $50K
18.9K $477M
PG
Procter & Gamble CO

Consumer Defensive
300
New
$145.5 - $153.18 $43.7K - $46K
300 $43M
RY
Royal Bank Of Canada

Financial Services
250
New
$143.64 - $149.05 $35.9K - $37.3K
250 $42.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.2K
New
$33.05 - $33.87 $39.6K - $40.6K
1.2K $41M
AWK
American Water Works Company, Inc.

Utilities
300
New
$125.97 - $145.43 $37.8K - $43.6K
300 $39.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 1.42%
$653.02 - $687.39 $13.7K - $14.4K
1.5K $1.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 36.13%
$589.5 - $635.77 $25.3K - $27.3K
162 $99.6M
XOM
Exxon Mobil Corp

Energy
225
New
$110.64 - $119.78 $24.9K - $27K
225 $27.1M
RPM
Rpm International Inc

Basic Materials
250
New
$105.88 - $117.19 $26.5K - $29.3K
250 $26M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.29%
$236.57 - $291.31 $237 - $291
341 $107M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
155
New
$128.96 - $165.33 $20K - $25.6K
155 $19.2M
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.37%
$656.2 - $690.71 $2.62K - $2.76K
1.07K $735M
AEP
American Electric Power CO Inc

Utilities
150
+ 76.92%
$112.75 - $122.73 $16.9K - $18.4K
345 $39.8M
PRU
Prudential Financial Inc

Financial Services
150
New
$99.13 - $107.85 $14.9K - $16.2K
150 $16.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.1%
$118.29 - $126.28 $710 - $758
6.25K $770M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
25
New
$454.87 - $482.76 $11.4K - $12.1K
25 $12M
KO
Coca Cola CO

Consumer Defensive
155
+ 50.0%
$66.1 - $71.61 $10.2K - $11.1K
465 $32.5M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.17%
$470.44 - $504.26 $941 - $1.01K
1.17K $573M
SJM
J M Smucker CO

Consumer Defensive
100
New
$101.21 - $110.3 $10.1K - $11K
100 $9.78M
HBAN
Huntington Bancshares Inc

Financial Services
521
+ 22.75%
$15.16 - $17.21 $7.9K - $8.97K
2.81K $48.8M
BMY
Bristol Myers Squibb CO

Healthcare
150
New
$42.6 - $49.08 $6.39K - $7.36K
150 $8.09M
USTB
Victory Portfolios Ii Victorys

ETFs
399
+ 0.38%
$50.79 - $51.05 $20.3K - $20.4K
104K $5.29B
EBF
Ennis, Inc.

Industrials
250
New
$16.4 - $18.28 $4.1K - $4.57K
250 $4.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16
+ 1.81%
$92.24 - $96.56 $1.48K - $1.54K
902 $86.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
80
+ 1.01%
$26.44 - $27.53 $2.12K - $2.2K
8.01K $220M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.23%
$93.11 - $97.9 $466 - $490
2.17K $210M
Solstice Advanced Matls Inc
51
New
N/A
51 $2.48M
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.44%
$135.66 - $140.93 $543 - $564
913 $129M
FITB
Fifth Third Bancorp

Financial Services
1
+ 0.13%
$40.36 - $44.41 $40.4 - $44.4
789 $36.9M
Activity Summary
Buys All Purchases 71 New Holdings 17 Increased Positions 54 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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