Midwest Financial Group LLC Incresed Positions in Q4 2025

Midwest Financial Group LLC

  • $226 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
280
+ 0.67%
$164.01 - $264.33 $45.9K - $74K
42.3K $9.06B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
45.4K
+ 17.68%
$23.37 - $23.7 $1.06M - $1.08M
302K $7.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.07K
+ 6.09%
$589.5 - $635.77 $630K - $679K
18.6K $11.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 18.89%
$31.41 - $33.69 $587K - $629K
118K $3.84B
LGOV
First Tr ETF Iv Long Duration

ETFs
30.5K
+ 33.53%
$21.78 - $22.24 $665K - $679K
122K $2.65B
GOOGL
Alphabet Inc.

Communication Services
20
+ 0.25%
$236.57 - $291.31 $4.73K - $5.83K
8.08K $2.53B
NVDA
Nvidia Corp

Technology
2.95K
+ 51.85%
$179.83 - $207.04 $530K - $610K
8.63K $1.61B
FLQH
Franklin Templeton Libertyq In

ETFs
11.9K
+ 21.9%
N/A
66.2K $2.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
707
+ 28.42%
$653.02 - $687.39 $462K - $486K
3.2K $2.18B
SOXX
Ishares Semiconductor ETF

ETFs
180
+ 1.17%
$271.99 - $309.6 $49K - $55.7K
15.5K $4.68B
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 21.82%
$213.04 - $254.0 $357K - $425K
9.35K $2.16B
COST
Costco Wholesale Corp

Consumer Defensive
592
+ 42.38%
$910.94 - $954.99 $539K - $565K
1.99K $1.72B
AVLV
American Centy ETF Tr Avantis
2.53K
+ 3.9%
$70.14 - $73.74 $178K - $187K
67.5K $5.12B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.31K
+ 9.66%
$90.99 - $95.91 $392K - $414K
48.9K $4.61B
V
Visa Inc.

Financial Services
984
+ 61.46%
$325.75 - $352.42 $321K - $347K
2.59K $907M
VTV
Vanguard Value ETF

ETFs
1.76K
+ 33.65%
$182.87 - $189.72 $322K - $334K
6.99K $1.33B
XLU
Utilities Sector Spdr

ETFs
35.3K
+ 134.5%
$87.89 - $92.9 $3.1M - $3.28M
61.5K $2.63B
MUB
Ishares National Muni Bond ETF

ETFs
2.94K
+ 20.16%
$106.36 - $107.61 $312K - $316K
17.5K $1.88B
Rbb Fund Trust
6.66K
+ 75.86%
N/A
15.4K $710M
IVW
Ishares S&P 500 Growth ETF

ETFs
214
+ 0.19%
$118.29 - $126.28 $25.3K - $27K
114K $14B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
7.57K
+ 10.37%
$27.18 - $28.91 $206K - $219K
80.6K $2.26B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
30
+ 0.05%
N/A
56.9K $5.89B
USB
Us Bancorp \De\

Financial Services
1K
+ 3.04%
$45.28 - $48.26 $45.4K - $48.4K
34K $1.81B
VOE
Vanguard Mid Cap Value Index F

ETFs
672
+ 2.39%
$169.53 - $176.53 $114K - $119K
28.7K $5.1B
T Rowe Price ETF Inc
4.72K
+ 29.87%
N/A
20.5K $784M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.85K
+ 32.19%
$94.02 - $97.61 $173K - $180K
7.58K $729M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
980
+ 6.86%
$36.51 - $41.12 $35.8K - $40.3K
15.3K $699M
XLV
Select Sector Spdr Fund Health

ETFs
100
+ 1.09%
$141.95 - $152.82 $14.2K - $15.3K
9.24K $1.43B
OKE
Oneok Inc

Energy
1.67K
+ 4.96%
$64.31 - $72.98 $108K - $122K
35.4K $2.6B
FITB
Fifth Third Bancorp

Financial Services
2.05K
+ 12.77%
$40.36 - $44.41 $82.7K - $91K
18.1K $847M
AMAT
Applied Materials Inc

Technology
5
+ 0.22%
$209.95 - $240.89 $1.05K - $1.2K
2.28K $585M
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.07%
$157.0 - $179.44 $785 - $897
6.86K $1.26B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.04K
+ 1.46%
$34.46 - $35.52 $35.9K - $37K
72.6K $2.6B
BUG
Global X Fds Cybersecurity ETF

ETFs
4.45K
+ 72.24%
$32.53 - $35.95 $145K - $160K
10.6K $323M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.6K
+ 19.0%
$23.02 - $24.23 $82.8K - $87.2K
22.5K $542M
HRI
Herc Holdings Inc

Industrials
75
+ 3.61%
$117.79 - $142.05 $8.83K - $10.7K
2.15K $319M
VBR
Vanguard Small Cap Value ETF

ETFs
126
+ 1.15%
$201.42 - $211.15 $25.4K - $26.6K
11.1K $2.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51
+ 4.07%
$600.51 - $631.95 $30.6K - $32.2K
1.31K $818M
JEPI
J P Morgan Exchange Traded Fd

ETFs
474
+ 10.65%
$56.0 - $57.6 $26.5K - $27.3K
4.93K $282M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
158
+ 8.27%
$137.47 - $143.13 $21.7K - $22.6K
2.07K $297M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
104
+ 0.22%
$25.2 - $26.46 $2.62K - $2.75K
46.9K $1.23B
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$48.65 - $54.11 $48.7 - $54.1
5.61K $309M
Neos ETF Trust
300
+ 7.32%
N/A
4.4K $237M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
56
+ 2.29%
$111.17 - $117.03 $6.23K - $6.55K
2.5K $286M
XLK
Technology Sector Spdr

ETFs
979
+ 100.31%
$278.39 - $304.13 $273K - $298K
1.96K $281M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.06%
$475.68 - $513.11 $1.9K - $2.05K
6.93K $3.48B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
22
+ 0.72%
$136.06 - $140.64 $2.99K - $3.09K
3.06K $426M
XLY
Select Sector Spdr Consumer Di

ETFs
1.27K
+ 100.24%
$228.75 - $242.18 $290K - $307K
2.53K $302M
XLC
Select Sector Spdr Tr Communic

ETFs
4
+ 0.13%
$111.33 - $117.16 $445 - $469
3.15K $370M
Activity Summary
Buys All Purchases 68 New Holdings 8 Increased Positions 60 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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