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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82B
$530 Million 0.31% of portfolio
7,117
Q3 2024 Reduced 40.28%
$7.03B
$436 Million 0.26% of portfolio
8,215
Q3 2024 Added 17.11%
$4.52B
$326 Million 0.19% of portfolio
8,658
Q3 2024 Reduced 0.86%
$6.06B
$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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