Midwest Financial Group LLC Incresed Positions in Q3 2024

Midwest Financial Group LLC

  • $170 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
25K
+ 48.3%
$88.24 - $99.7 $2.21M - $2.49M
76.8K $7.37B
IVW
Ishares S&P 500 Growth ETF

ETFs
13.1K
+ 13.82%
$84.77 - $97.13 $1.11M - $1.27M
108K $10.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.79K
+ 2.21%
$77.02 - $85.06 $215K - $237K
129K $10.9B
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.66K
+ 35.74%
$89.91 - $101.33 $779K - $878K
32.9K $3.23B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.46K
+ 2.66%
$85.84 - $85.84 $125K - $125K
56.3K $5.46B
AVLV
American Centy ETF Tr Avantis
7.08K
+ 13.98%
$60.05 - $65.83 $425K - $466K
57.7K $3.8B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.84K
+ 2.21%
N/A
270K $6.66B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
769
+ 2.53%
$105.53 - $118.34 $81.2K - $91K
31.2K $3.65B
LQD
Ishares Iboxx $ Investment Gra

ETFs
462
+ 0.86%
$106.11 - $113.72 $49K - $52.5K
54.3K $6.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
300
+ 7.14%
$405.19 - $478.57 $122K - $144K
4.5K $2.07B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
69
+ 0.96%
$523.84 - $572.02 $36.1K - $39.5K
7.23K $4.12B
VBR
Vanguard Small Cap Value ETF

ETFs
459
+ 4.31%
$179.99 - $201.6 $82.6K - $92.5K
11.1K $2.23B
FICS
First Tr Exchange Traded Fd Vi

ETFs
598
+ 1.09%
$33.74 - $37.78 $20.2K - $22.6K
55.4K $2.08B
LGOV
First Tr ETF Iv Long Duration

ETFs
2.28K
+ 2.17%
$20.77 - $22.83 $47.3K - $52K
107K $2.4B
VTV
Vanguard Value ETF

ETFs
809
+ 29.44%
$159.75 - $174.57 $129K - $141K
3.56K $621M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
938
+ 1.04%
$47.95 - $49.61 $45K - $46.5K
91.5K $4.52B
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 33.25%
$148.65 - $191.18 $191K - $246K
5.15K $854M
QQQ
Invesco Qqq Trust, Series 1

ETFs
80
+ 0.67%
$434.77 - $502.96 $34.8K - $40.2K
12.1K $5.91B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
475
+ 1.16%
$45.2 - $47.87 $21.5K - $22.7K
41.3K $1.96B
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.32%
$488.01 - $604.18 $1.95K - $2.42K
1.25K $731M
SCHG
Schwab Strategic Tr Us Large C

ETFs
596
+ 6.37%
$92.63 - $105.69 $55.2K - $63K
9.95K $1.04B
AVGO
Broadcom Inc.

Technology
2.04K
+ 1121.43%
$136.27 - $1745.86 $278K - $3.56M
2.22K $384M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.87%
$517.38 - $573.86 $10.3K - $11.5K
2.32K $1.33B
MA
Mastercard Inc

Financial Services
6
+ 0.44%
$429.6 - $500.99 $2.58K - $3.01K
1.36K $673M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
662
+ 1.07%
$28.09 - $30.4 $18.6K - $20.1K
62.5K $1.9B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
14
+ 0.16%
$83.76 - $91.82 $1.17K - $1.29K
9.03K $825M
VTI
Vanguard Total Stock Market Et

ETFs
40
+ 1.25%
$255.18 - $283.2 $10.2K - $11.3K
3.25K $920M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
97
+ 0.63%
$59.93 - $66.52 $5.81K - $6.45K
15.4K $1.02B
XLE
Energy Sector Spdr

ETFs
1.68K
+ 6.06%
$84.35 - $93.39 $142K - $157K
29.4K $2.58B
PFE
Pfizer Inc

Healthcare
1.34K
+ 9.92%
$27.7 - $31.39 $37.1K - $42.1K
14.8K $430M
FEM
First Trust Emerging Markets A

ETFs
1.96K
+ 2.12%
$22.14 - $24.52 $43.4K - $48.1K
94.5K $2.26B
UNP
Union Pacific Corp

Industrials
32
+ 1.77%
$221.78 - $256.09 $7.1K - $8.19K
1.84K $454M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
400
+ 3.24%
$21.72 - $25.05 $8.69K - $10K
12.8K $312M
PEP
Pepsico Inc

Consumer Defensive
16
+ 0.29%
$161.9 - $179.3 $2.59K - $2.87K
5.5K $936M
MARB
First Tr Exchange Traded Fd Ii

ETFs
819
+ 1.26%
$19.66 - $20.13 $16.1K - $16.5K
65.7K $1.3B
LSCC
Lattice Semiconductor Corp

Technology
1.2K
+ 17.11%
$41.64 - $62.95 $50K - $75.5K
8.22K $436M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 4.84%
$475.2 - $527.7 $11.9K - $13.2K
542 $286M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
100
+ 1.19%
$36.98 - $41.55 $3.7K - $4.16K
8.49K $349M
MUB
Ishares National Muni Bond ETF

ETFs
54
+ 0.67%
$106.13 - $108.7 $5.73K - $5.87K
8.09K $879M
V
Visa Inc.

Financial Services
3
+ 0.17%
$253.74 - $291.56 $761 - $875
1.72K $473M
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.16%
$170.05 - $200.86 $340 - $402
1.26K $252M
CVS
Cvs Health Corp

Healthcare
10
+ 0.2%
$55.81 - $63.18 $558 - $632
5.07K $318M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.42%
$801.83 - $917.05 $4.01K - $4.59K
356 $316M
NVDA
Nvidia Corp

Technology
225
+ 4.36%
$98.91 - $134.91 $22.3K - $30.4K
5.38K $653M
XLC
Select Sector Spdr Tr Communic

ETFs
4
+ 0.13%
$82.16 - $90.4 $329 - $362
3.2K $290M
SOXX
Ishares Semiconductor ETF

ETFs
487
+ 7.91%
$199.29 - $265.49 $97.1K - $129K
6.64K $1.53B
BAC
Bank Of America Corp

Financial Services
26
+ 0.48%
$36.65 - $44.13 $953 - $1.15K
5.48K $218M
XLK
Technology Sector Spdr

ETFs
1
+ 0.11%
$197.34 - $237.68 $197 - $238
916 $207M
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.53%
$111.15 - $128.97 $1.11K - $1.29K
1.89K $214M
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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