Midwest Financial Group LLC Portfolio Holdings

Midwest Financial Group LLC

  • $174 Billion
  • Q4 2024

Midwest Financial Group LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $174 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $11.3B, Schwab Strategic Tr Us Dividen with a value of $10.7B, Apple Inc. with a value of $9.26B, American Centy ETF Tr Avantis with a value of $9.03B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $6.64B.

Examining the 13F form we can see an increase of $3.86B in the current position value, from $170B to 174B.

Midwest Financial Group LLC is based out at Overland Park, KS

Below you can find more details about Midwest Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $110 Billion
Technology: $22.6 Billion
Financial Services: $8.24 Billion
Energy: $6.31 Billion
Industrials: $4.21 Billion
Consumer Cyclical: $3.06 Billion
Consumer Defensive: $3.04 Billion
Communication Services: $1.6 Billion
Other: $2.74 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$9.26 Billion 5.32% of portfolio
36,966
Q4 2024 Reduced 3.02%
-
$6.64 Billion 3.81% of portfolio
-
Q4 2024 Added 1.43%
$179B
$4.98 Billion 2.86% of portfolio
41,202
Q4 2024 Reduced 1.27%
$3.07T
$3.98 Billion 2.29% of portfolio
9,442
Q4 2024 Added 0.66%
$44.2B
$3.53 Billion 2.02% of portfolio
35,117
Q4 2024 Reduced 0.8%
$615B
$2.2 Billion 1.26% of portfolio
4,859
Q4 2024 Added 8.0%
$102B
$1.81 Billion 1.04% of portfolio
21,480
Q4 2024 Added 6.6%
$108B
$1.55 Billion 0.89% of portfolio
8,775
Q4 2024 Added 2.6%
$70.7B
$1.52 Billion 0.87% of portfolio
31,854
Q4 2024 Added 0.08%
$465B
$1.5 Billion 0.86% of portfolio
13,984
Q4 2024 Reduced 0.17%
$2.37T
$1.21 Billion 0.7% of portfolio
5,529
Q4 2024 Added 1.82%
$1.11T
$1.18 Billion 0.68% of portfolio
6,236
Q4 2024 Added 21.09%
$190B
$799 Million 0.46% of portfolio
6,902
Q4 2024 Reduced 1.68%
$231B
$808 Million 0.46% of portfolio
2,723
Q2 2023 Reduced 3.54%
$468B
$755 Million 0.43% of portfolio
825
Q4 2024 Added 131.74%
$331B
$736 Million 0.42% of portfolio
5,480
Q4 2024 Added 1.86%
$69.6B
$716 Million 0.41% of portfolio
22,200
Q4 2024 Reduced 1.77%
$401B
$688 Million 0.39% of portfolio
4,101
Q4 2024 Reduced 2.38%
$292B
$644 Million 0.37% of portfolio
10,339
Q4 2024 Reduced 5.08%
$499B
$619 Million 0.36% of portfolio
1,223
Q4 2024 Reduced 2.24%
$19.5B
$590 Million 0.34% of portfolio
15,850
Q4 2024 Reduced 7.04%
$30.2B
$588 Million 0.34% of portfolio
13,902
Q4 2024 Added 1.46%
$15.2B
$561 Million 0.32% of portfolio
9,109
Q4 2024 Reduced 2.0%
$573B
$551 Million 0.32% of portfolio
1,743
Q4 2024 Added 1.4%
$95.2B
$516 Million 0.3% of portfolio
2,224
Q4 2024 Added 0.04%
$23B
$515 Million 0.3% of portfolio
15,737
Q4 2024 Reduced 20.85%
$3.83B
$493 Million 0.28% of portfolio
7,118
Q4 2024 Added 0.01%
$41.5B
$472 Million 0.27% of portfolio
7,800
Q3 2024 Reduced 2.5%
$308B
$460 Million 0.26% of portfolio
3,177
Q4 2024 Added 0.44%
$8.05B
$449 Million 0.26% of portfolio
7,925
Q4 2024 Reduced 3.53%
$24.6B
$443 Million 0.25% of portfolio
3,915
Q4 2024 Reduced 25.5%
$65.5B
$427 Million 0.25% of portfolio
1,850
Q3 2024 Reduced 1.33%
$170B
$417 Million 0.24% of portfolio
10,425
Q3 2024 Reduced 46.67%
$152B
$422 Million 0.24% of portfolio
1,849
Q4 2024 Added 0.43%
$201B
$407 Million 0.23% of portfolio
2,677
Q4 2024 Reduced 51.34%
$228B
$388 Million 0.22% of portfolio
1,340
Q4 2024 Reduced 1.83%
$408B
$373 Million 0.21% of portfolio
2,582
Q4 2024 Reduced 0.77%
$158B
$370 Million 0.21% of portfolio
2,273
Q1 2024 Added 0.44%
$16.7B
$330 Million 0.19% of portfolio
4,350
Q4 2024 Reduced 24.73%
$21B
$339 Million 0.19% of portfolio
4,160
Q4 2024 Reduced 5.88%
$4.33B
$324 Million 0.19% of portfolio
8,658
Q3 2024 Reduced 0.86%
$6.1B
$321 Million 0.18% of portfolio
6,050
Q4 2024 Added 400.0%
$129B
$301 Million 0.17% of portfolio
3,039
Q4 2024 Reduced 8.88%
$143B
$287 Million 0.16% of portfolio
10,830
Q4 2024 Reduced 27.04%
$0
$276 Million 0.16% of portfolio
11,630
Q4 2024 Reduced 8.78%
$88.1B
$268 Million 0.15% of portfolio
3,139
Q4 2024 Added 5.02%
$375B
$238 Million 0.14% of portfolio
5,407
Q4 2024 Reduced 1.37%
$6.07B
$250 Million 0.14% of portfolio
1,320
Q4 2024 Reduced 28.26%
$807B
$220 Million 0.13% of portfolio
919
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $174 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Midwest Financial Group LLC Portfolio

Follow Midwest Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midwest Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email