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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$172B
$850 Million 0.5% of portfolio
7,020
Q3 2024 Reduced 3.81%
$68.2B
$780 Million 0.46% of portfolio
22,600
Q3 2024 Reduced 2.16%
$20.4B
$778 Million 0.46% of portfolio
19,883
Q3 2024 Added 2.45%
$17B
$668 Million 0.39% of portfolio
17,050
Q3 2024 Reduced 0.44%
$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%
$17.1B
$489 Million 0.29% of portfolio
5,779
Q3 2024 Reduced 6.25%
$168B
$468 Million 0.27% of portfolio
10,425
Q3 2024 Reduced 46.67%
$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%
$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%
$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%
$21B
$308 Million 0.18% of portfolio
4,420
Q3 2024 Reduced 6.36%
$100B
$233 Million 0.14% of portfolio
2,989
Q3 2024 New
$65.3B
$242 Million 0.14% of portfolio
2,168
Q3 2024 New
$62.4B
$204 Million 0.12% of portfolio
1,310
Q3 2024 Reduced 3.68%
$39.6B
$130 Million 0.08% of portfolio
12,341
Q3 2024 Reduced 7.5%

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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