Midwest Financial Group LLC Portfolio Holdings

Midwest Financial Group LLC

  • $170 Billion
  • Q3 2024

Midwest Financial Group LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $10.9B, Ishares S&P 500 Growth ETF with a value of $10.3B, Apple Inc. with a value of $8.88B, American Centy ETF Tr Avantis with a value of $7.37B, and Advanced Micro Devices Inc with a value of $6.85B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $157B to 170B.

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 $170 Billion
ETFs: $104 Billion
Technology: $24.2 Billion
Financial Services: $7.88 Billion
Energy: $6.46 Billion
Industrials: $4.07 Billion
Consumer Defensive: $3.89 Billion
Consumer Cyclical: $2.91 Billion
Healthcare: $2.41 Billion
Other: $2.75 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.11T
$8.88 Billion 5.22% of portfolio
38,117
Q3 2024 Reduced 1.08%
$202B
$6.85 Billion 4.02% of portfolio
41,732
Q3 2024 Reduced 0.16%
-
$6.66 Billion 3.91% of portfolio
-
Q3 2024 Added 2.21%
$3.21T
$4.04 Billion 2.37% of portfolio
9,380
Q3 2024 Reduced 1.44%
$45.1B
$3.23 Billion 1.89% of portfolio
35,400
Q3 2024 Reduced 2.61%
$96.4B
$2.09 Billion 1.23% of portfolio
20,150
Q3 2024 Added 0.57%
$595B
$2.07 Billion 1.22% of portfolio
4,499
Q3 2024 Added 7.14%
$444B
$1.64 Billion 0.96% of portfolio
14,008
Q3 2024 Reduced 1.24%
$72B
$1.46 Billion 0.86% of portfolio
31,829
Q3 2024 Reduced 0.93%
$108B
$1.3 Billion 0.76% of portfolio
8,553
Q3 2024 Reduced 1.66%
$2.28T
$1.01 Billion 0.59% of portfolio
5,430
Q3 2024 Added 0.46%
$211B
$936 Million 0.55% of portfolio
5,502
Q3 2024 Added 0.29%
$1.17T
$854 Million 0.5% of portfolio
5,150
Q3 2024 Added 33.25%
$172B
$850 Million 0.5% of portfolio
7,020
Q3 2024 Reduced 3.81%
$270B
$783 Million 0.46% of portfolio
10,892
Q3 2024 Reduced 28.58%
$68.2B
$780 Million 0.46% of portfolio
22,600
Q3 2024 Reduced 2.16%
$477B
$731 Million 0.43% of portfolio
1,251
Q3 2024 Added 0.32%
$225B
$738 Million 0.43% of portfolio
2,723
Q2 2023 Reduced 3.54%
$402B
$728 Million 0.43% of portfolio
4,201
Q3 2024 Reduced 2.21%
$508B
$673 Million 0.4% of portfolio
1,362
Q3 2024 Added 0.44%
$17B
$668 Million 0.39% of portfolio
17,050
Q3 2024 Reduced 0.44%
$341B
$653 Million 0.38% of portfolio
5,380
Q3 2024 Added 4.36%
$29.4B
$587 Million 0.34% of portfolio
13,702
Q3 2024 Reduced 0.72%
$26.1B
$572 Million 0.34% of portfolio
5,255
Q3 2024 Reduced 4.16%
$14.2B
$576 Million 0.34% of portfolio
9,295
Q3 2024 Reduced 11.94%
$3.77B
$530 Million 0.31% of portfolio
7,117
Q3 2024 Reduced 40.28%
$17.1B
$489 Million 0.29% of portfolio
5,779
Q3 2024 Reduced 6.25%
$521B
$473 Million 0.28% of portfolio
1,719
Q3 2024 Added 0.17%
$168B
$468 Million 0.27% of portfolio
10,425
Q3 2024 Reduced 46.67%
$282B
$466 Million 0.27% of portfolio
3,163
Q3 2024 Reduced 1.59%
$144B
$459 Million 0.27% of portfolio
2,273
Q1 2024 Added 0.44%
$141B
$454 Million 0.27% of portfolio
1,841
Q3 2024 Added 1.77%
$16.8B
$435 Million 0.26% of portfolio
7,300
Q3 2024 Reduced 19.78%
$8.1B
$436 Million 0.26% of portfolio
8,215
Q3 2024 Added 17.11%
$379B
$422 Million 0.25% of portfolio
2,602
Q3 2024 Reduced 3.63%
$149B
$430 Million 0.25% of portfolio
14,844
Q3 2024 Added 9.92%
$216B
$416 Million 0.24% of portfolio
1,365
Q3 2024 Reduced 0.73%
$97.9B
$384 Million 0.23% of portfolio
2,223
Q3 2024 Added 1,121.43%
$39.3B
$396 Million 0.23% of portfolio
7,800
Q3 2024 Reduced 2.5%
$6.06B
$352 Million 0.21% of portfolio
1,210
Q4 2023 Reduced 7.63%
$123B
$351 Million 0.21% of portfolio
3,335
Q3 2024 Reduced 3.11%
$59.4B
$328 Million 0.19% of portfolio
1,850
Q3 2024 Reduced 1.33%
$58.4B
$318 Million 0.19% of portfolio
5,065
Q3 2024 Added 0.2%
$416B
$316 Million 0.19% of portfolio
356
Q3 2024 Added 1.42%
$4.4B
$326 Million 0.19% of portfolio
8,658
Q3 2024 Reduced 0.86%
$829M
$308 Million 0.18% of portfolio
52,746
Q3 2024 Reduced 4.38%
$21B
$308 Million 0.18% of portfolio
4,420
Q3 2024 Reduced 6.36%
$0
$312 Million 0.18% of portfolio
12,750
Q3 2024 Added 3.24%
$5.63B
$293 Million 0.17% of portfolio
1,840
Q1 2024 Added 21.05%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $170 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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