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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$214 Million 0.13% of portfolio
812
Q3 2024 New
$0
$214 Million 0.13% of portfolio
5,256
Q3 2024 New
$357B
$211 Million 0.12% of portfolio
1,069
Q3 2024 New
$0
$207 Million 0.12% of portfolio
916
Q3 2024 Added 0.11%
$0
$209 Million 0.12% of portfolio
363
Q3 2024 New
$69.5B
$204 Million 0.12% of portfolio
1,310
Q3 2024 Reduced 3.68%
$41.9B
$130 Million 0.08% of portfolio
12,341
Q3 2024 Reduced 7.5%
$865M
$115 Million 0.07% of portfolio
15,175
Q3 2024 Reduced 4.41%
$1.2B
$79 Million 0.05% of portfolio
12,019
Q2 2024 New

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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