Sponsored
The Analysis of Midwest Capital Advisors, LLC's Holdings & P&L
Currently, Midwest Capital Advisors, LLC holds 199 types of securities in its portfolio with a total value $214.0M. In the most recent quarter, they have increased their positions in CORO (+672.5K shares, valued at $21.6M), SCHG (+502.0K shares, valued at $14.6M), GOVT (+161.8K shares, valued at $3.7M); decreased their positions in OEF (-42.7K shares, valued at $13.6M), SPEM (-152.8K shares, valued at $7.2M), N/A (-63.5K shares, valued at $5.6M); initiated new positions in CORO (+672.5K shares, valued at $21.6M), GOVT (+161.8K shares, valued at $3.7M), IWM (+154 shares, valued at $38.2K).
1M P&L
+10.2M+4.58%
3M P&L
+10.6M+4.73%
HY P&L
+20.8M+9.73%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A201.8M
97.3%
2Semiconductors1.4M
0.7%
3Utilities - Regulated Electric652.0K
0.3%
Top Industries by Stock Count
1N/A81 stocks
45.3%
2Utilities - Regulated Electric7 stocks
3.9%
3Semiconductors6 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SCHG
63.60%SCHWAB STRATEGIC TR
Shares1.3M
Event2026-03-31
Filed2026-04-24
CORO
NewBLACKROCK ETF TRUST
Shares672.5K
Event2026-03-31
Filed2026-04-24
DYNF
-22.06%BLACKROCK ETF TRUST
Shares331.6K
Event2026-03-31
Filed2026-04-24
SPEM
-37.46%SPDR INDEX SHS FDS
Shares255.2K
Event2026-03-31
Filed2026-04-24
QUAL
0.90%ISHARES TR
Shares59.2K
Event2026-03-31
Filed2026-04-24
MTUM
4.39%ISHARES TR
Shares39.7K
Event2026-03-31
Filed2026-04-24
BAI
2.77%BLACKROCK ETF TRUST
Shares276.5K
Event2026-03-31
Filed2026-04-24
THRO
3.14%BLACKROCK ETF TRUST
Shares218.0K
Event2026-03-31
Filed2026-04-24
PVAL
27.46%PUTNAM ETF TRUST
Shares164.7K
Event2026-03-31
Filed2026-04-24
SHLD
52.21%GLOBAL X FDS
Shares96.1K
Event2026-03-31
Filed2026-04-24
BNDX
1.86%VANGUARD CHARLOTTE FDS
Shares123.3K
Event2026-03-31
Filed2026-04-24
USTB
7.13%VICTORY PORTFOLIOS II
Shares111.6K
Event2026-03-31
Filed2026-04-24
EFV
-16.93%ISHARES TR
Shares75.6K
Event2026-03-31
Filed2026-04-24
SPMB
18.84%SPDR SERIES TRUST
Shares210.9K
Event2026-03-31
Filed2026-04-24
ISHARES GOLD TR
-57.35%ISHARES GOLD TR
Shares47.3K
Event2026-03-31
Filed2026-04-24
BINC
-13.70%BLACKROCK ETF TRUST II
Shares77.2K
Event2026-03-31
Filed2026-04-24
EFG
11.61%ISHARES TR
Shares33.5K
Event2026-03-31
Filed2026-04-24
GOVT
NewISHARES TR
Shares161.8K
Event2026-03-31
Filed2026-04-24
VTV
1.22%VANGUARD INDEX FDS
Shares14.4K
Event2026-03-31
Filed2026-04-24
SCHB
11.72%SCHWAB STRATEGIC TR
Shares102.9K
Event2026-03-31
Filed2026-04-24
TLH
-21.74%ISHARES TR
Shares22.7K
Event2026-03-31
Filed2026-04-24
SYSB
11.82%ISHARES TR
Shares25.1K
Event2026-03-31
Filed2026-04-24
VEA
0.08%VANGUARD TAX-MANAGED FDS
Shares24.8K
Event2026-03-31
Filed2026-04-24
BIDD
-44.15%BLACKROCK ETF TRUST
Shares49.4K
Event2026-03-31
Filed2026-04-24
NVDA
6.85%NVIDIA CORPORATION
Shares6.2K
Event2026-03-31
Filed2026-04-24
ICVT
-26.92%ISHARES TR
Shares10.7K
Event2026-03-31
Filed2026-04-24
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares1.7K
Event2026-03-31
Filed2026-04-24
SPY
0.13%STATE STR SPDR S&P 500 ETF T
Shares1.5K
Event2026-03-31
Filed2026-04-24
IWP
-0.52%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-24
IVV
7.73%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-24
CWI
16.22%SPDR INDEX SHS FDS
Shares20.1K
Event2026-03-31
Filed2026-04-24
SCHM
0.99%SCHWAB STRATEGIC TR
Shares23.4K
Event2026-03-31
Filed2026-04-24
IVW
0.00%ISHARES TR
Shares6.2K
Event2026-03-31
Filed2026-04-24
VUG
4.17%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-04-24
SCHZ
-73.94%SCHWAB STRATEGIC TR
Shares21.0K
Event2026-03-31
Filed2026-04-24
SUSB
2.42%ISHARES TR
Shares19.4K
Event2026-03-31
Filed2026-04-24
BSV
-0.15%VANGUARD BD INDEX FDS
Shares5.9K
Event2026-03-31
Filed2026-04-24
EMXC
-7.28%ISHARES INC
Shares5.2K
Event2026-03-31
Filed2026-04-24
VTI
0.00%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-04-24
IJR
-0.14%ISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-04-24
DTE
0.00%DTE ENERGY CO
Shares2.5K
Event2026-03-31
Filed2026-04-24
SYK
0.00%STRYKER CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-04-24
VXUS
0.00%VANGUARD STAR FDS
Shares4.1K
Event2026-03-31
Filed2026-04-24
OEF
-97.74%ISHARES TR
Shares989
Event2026-03-31
Filed2026-04-24
EA SERIES TRUST
0.00%EA SERIES TRUST
Shares6.6K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
3.32%BROADCOM INC
Shares933
Event2026-03-31
Filed2026-04-24
COST
14.16%COSTCO WHOLESALE CORPORATION
Shares258
Event2026-03-31
Filed2026-04-24
SCHD
0.00%SCHWAB STRATEGIC TR
Shares8.0K
Event2026-03-31
Filed2026-04-24
SUSC
4.06%ISHARES TR
Shares10.4K
Event2026-03-31
Filed2026-04-24
VO
-8.23%VANGUARD INDEX FDS
Shares803
Event2026-03-31
Filed2026-04-24
IYW
-15.02%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-24
IJK
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-24
LLY
0.00%ELI LILLY & CO
Shares236
Event2026-03-31
Filed2026-04-24
DON
-0.96%WISDOMTREE TR
Shares4.1K
Event2026-03-31
Filed2026-04-24
DTM
0.00%DT MIDSTREAM INC
Shares1.6K
Event2026-03-31
Filed2026-04-24
AGG
-0.40%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-24
AAPL
18.71%APPLE INC
Shares774
Event2026-03-31
Filed2026-04-24
ALPHABET INC
62.46%ALPHABET INC
Shares554
Event2026-03-31
Filed2026-04-24
MSFT
16.57%MICROSOFT CORP
Shares422
Event2026-03-31
Filed2026-04-24
IJH
-3.45%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-24
AMZN
39.84%AMAZON COM INC
Shares702
Event2026-03-31
Filed2026-04-24
JEPI
0.72%J P MORGAN EXCHANGE TRADED F
Shares2.5K
Event2026-03-31
Filed2026-04-24
ED
0.00%CONSOLIDATED EDISON INC
Shares1.2K
Event2026-03-31
Filed2026-04-24
TPLC
2.52%TIMOTHY PLAN
Shares2.9K
Event2026-03-31
Filed2026-04-24
IWS
0.00%ISHARES TR
Shares913
Event2026-03-31
Filed2026-04-24
MU
0.00%MICRON TECHNOLOGY INC
Shares389
Event2026-03-31
Filed2026-04-24
ALPHABET INC
0.00%ALPHABET INC
Shares441
Event2026-03-31
Filed2026-04-24
IFRA
-12.09%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-04-24
WMT
0.00%WALMART INC
Shares903
Event2026-03-31
Filed2026-04-24
JPM
150.00%JPMORGAN CHASE & CO
Shares325
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares162
Event2026-03-31
Filed2026-04-24
CAT
0.00%CATERPILLAR INC
Shares125
Event2026-03-31
Filed2026-04-24
EFA
0.00%ISHARES TR
Shares902
Event2026-03-31
Filed2026-04-24
JNJ
335.00%JOHNSON & JOHNSON
Shares348
Event2026-03-31
Filed2026-04-24
LOW
41.50%LOWES COS INC
Shares358
Event2026-03-31
Filed2026-04-24
WM
0.00%WASTE MGMT INC DEL
Shares364
Event2026-03-31
Filed2026-04-24
TJX
-24.01%TJX COS INC NEW
Shares519
Event2026-03-31
Filed2026-04-24
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares405
Event2026-03-31
Filed2026-04-24
HYDB
-6.63%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-04-24
LAM RESEARCH CORP
0.00%LAM RESEARCH CORP
Shares380
Event2026-03-31
Filed2026-04-24
TPSC
0.16%TIMOTHY PLAN
Shares1.9K
Event2026-03-31
Filed2026-04-24
VOE
0.00%VANGUARD INDEX FDS
Shares432
Event2026-03-31
Filed2026-04-24
ISTB
0.39%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-04-24
PG
66.00%PROCTER & GAMBLE CO
Shares498
Event2026-03-31
Filed2026-04-24
SPYG
0.00%SPDR SERIES TRUST
Shares716
Event2026-03-31
Filed2026-04-24
MERCK & CO INC
114.94%MERCK & CO INC
Shares561
Event2026-03-31
Filed2026-04-24
FVD
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.4K
Event2026-03-31
Filed2026-04-24
PTNQ
0.00%PACER FDS TR
Shares858
Event2026-03-31
Filed2026-04-24
DE
135.56%DEERE & CO
Shares106
Event2026-03-31
Filed2026-04-24
UNP
0.00%UNION PAC CORP
Shares237
Event2026-03-31
Filed2026-04-24
NEE
0.00%NEXTERA ENERGY INC
Shares618
Event2026-03-31
Filed2026-04-24
BKNG
0.00%BOOKING HOLDINGS INC
Shares13
Event2026-03-31
Filed2026-04-24
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares370
Event2026-03-31
Filed2026-04-24
MLM
0.00%MARTIN MARIETTA MATLS INC
Shares82
Event2026-03-31
Filed2026-04-24
ISRG
0.00%INTUITIVE SURGICAL INC
Shares104
Event2026-03-31
Filed2026-04-24
HON
0.00%HONEYWELL INTL INC
Shares205
Event2026-03-31
Filed2026-04-24
KLAC
0.00%KLA CORP
Shares31
Event2026-03-31
Filed2026-04-24
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares345
Event2026-03-31
Filed2026-04-24
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares101
Event2026-03-31
Filed2026-04-24
HBAN
1.64%HUNTINGTON BANCSHARES INC
Shares2.9K
Event2026-03-31
Filed2026-04-24
AWK
0.00%AMERICAN WTR WKS CO INC NEW
Shares300
Event2026-03-31
Filed2026-04-24
RY
0.00%ROYAL BK CDA
Shares250
Event2026-03-31
Filed2026-04-24
IWM
NewISHARES TR
Shares154
Event2026-03-31
Filed2026-04-24
XOM
0.00%EXXON MOBIL CORP
Shares225
Event2026-03-31
Filed2026-04-24
ABT
0.27%ABBOTT LABORATORIES
Shares370
Event2026-03-31
Filed2026-04-24
V
NewVISA INC
Shares124
Event2026-03-31
Filed2026-04-24
FITB
0.00%FIFTH THIRD BANCORP
Shares789
Event2026-03-31
Filed2026-04-24
KO
0.00%COCA COLA CO
Shares465
Event2026-03-31
Filed2026-04-24
ADI
0.00%ANALOG DEVICES INC
Shares105
Event2026-03-31
Filed2026-04-24
AOR
0.00%ISHARES TR
Shares500
Event2026-03-31
Filed2026-04-24
ECL
0.00%ECOLAB INC
Shares119
Event2026-03-31
Filed2026-04-24
STIP
-59.13%ISHARES TR
Shares300
Event2026-03-31
Filed2026-04-24
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares85
Event2026-03-31
Filed2026-04-24
CRDO
0.00%CREDO TECHNOLOGY GROUP HOLDI
Shares312
Event2026-03-31
Filed2026-04-24
CSX
0.00%CSX CORP
Shares712
Event2026-03-31
Filed2026-04-24
DIS
18.25%DISNEY WALT CO
Shares298
Event2026-03-31
Filed2026-04-24
FE
0.00%FIRSTENERGY CORP
Shares544
Event2026-03-31
Filed2026-04-24
MARVELL TECHNOLOGY INC
0.00%MARVELL TECHNOLOGY INC
Shares277
Event2026-03-31
Filed2026-04-24
VB
-42.94%VANGUARD INDEX FDS
Shares101
Event2026-03-31
Filed2026-04-24
ROST
0.00%ROSS STORES INC
Shares120
Event2026-03-31
Filed2026-04-24
VGK
0.00%VANGUARD INTL EQUITY INDEX F
Shares303
Event2026-03-31
Filed2026-04-24
RPM
0.00%RPM INTL INC
Shares250
Event2026-03-31
Filed2026-04-24
CVX
NewCHEVRON CORPORATION
Shares120
Event2026-03-31
Filed2026-04-24
SHW
0.00%SHERWIN WILLIAMS CO
Shares77
Event2026-03-31
Filed2026-04-24
ITW
0.00%ILLINOIS TOOL WKS INC
Shares93
Event2026-03-31
Filed2026-04-24
TEVA
NewTEVA PHARMACEUTICAL INDS LTD
Shares800
Event2026-03-31
Filed2026-04-24
KMI
0.00%KINDER MORGAN INC DEL
Shares708
Event2026-03-31
Filed2026-04-24
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares290
Event2026-03-31
Filed2026-04-24
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares240
Event2026-03-31
Filed2026-04-24
NSC
0.00%NORFOLK SOUTHN CORP
Shares76
Event2026-03-31
Filed2026-04-24
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares100
Event2026-03-31
Filed2026-04-24
IEFA
0.00%ISHARES TR
Shares235
Event2026-03-31
Filed2026-04-24
PSX
0.00%PHILLIPS 66
Shares114
Event2026-03-31
Filed2026-04-24
NLR
0.00%VANECK ETF TRUST
Shares155
Event2026-03-31
Filed2026-04-24
EMR
0.00%EMERSON ELEC CO
Shares156
Event2026-03-31
Filed2026-04-24
GNTX
0.54%GENTEX CORP
Shares928
Event2026-03-31
Filed2026-04-24
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares56
Event2026-03-31
Filed2026-04-24
COP
0.00%CONOCOPHILLIPS
Shares142
Event2026-03-31
Filed2026-04-24
AFL
0.00%AFLAC INC
Shares167
Event2026-03-31
Filed2026-04-24
XLE
0.00%SELECT SECTOR SPDR TR
Shares295
Event2026-03-31
Filed2026-04-24
SPGM
0.00%SPDR INDEX SHS FDS
Shares231
Event2026-03-31
Filed2026-04-24
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares201
Event2026-03-31
Filed2026-04-24
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares136
Event2026-03-31
Filed2026-04-24
NVS
NewNOVARTIS AG
Shares100
Event2026-03-31
Filed2026-04-24
DIA
28.00%STATE STR SPDR DOW JONES IND
Shares32
Event2026-03-31
Filed2026-04-24
HD
0.00%HOME DEPOT INC
Shares45
Event2026-03-31
Filed2026-04-24
EOG
NewEOG RES INC
Shares102
Event2026-03-31
Filed2026-04-24
HACK
-5.85%AMPLIFY ETF TR
Shares193
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INC DEL
NewBERKSHIRE HATHAWAY INC DEL
Shares30
Event2026-03-31
Filed2026-04-24
MSCI
0.00%MSCI INC
Shares26
Event2026-03-31
Filed2026-04-24
LINDE PLC
NewLINDE PLC
Shares28
Event2026-03-31
Filed2026-04-24
CTSH
0.00%COGNIZANT TECHNOLOGY SOLUTIO
Shares223
Event2026-03-31
Filed2026-04-24
SLV
0.00%ISHARES SILVER TR
Shares200
Event2026-03-31
Filed2026-04-24
FI
0.00%FISERV INC
Shares244
Event2026-03-31
Filed2026-04-24
FIS
0.00%FIDELITY NATL INFORMATION SV
Shares287
Event2026-03-31
Filed2026-04-24
MPC
NewMARATHON PETE CORP
Shares55
Event2026-03-31
Filed2026-04-24
PEP
1.20%PEPSICO INC
Shares84
Event2026-03-31
Filed2026-04-24
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares333
Event2026-03-31
Filed2026-04-24
ROP
0.00%ROPER TECHNOLOGIES INC
Shares36
Event2026-03-31
Filed2026-04-24
VRSN
0.00%VERISIGN INC
Shares50
Event2026-03-31
Filed2026-04-24
VRSK
0.00%VERISK ANALYTICS INC
Shares62
Event2026-03-31
Filed2026-04-24
ES
0.00%EVERSOURCE ENERGY
Shares155
Event2026-03-31
Filed2026-04-24
BLACKROCK INC
NewBLACKROCK INC
Shares11
Event2026-03-31
Filed2026-04-24
TSLA
800.00%TESLA INC
Shares27
Event2026-03-31
Filed2026-04-24
DG
0.00%DOLLAR GEN CORP
Shares83
Event2026-03-31
Filed2026-04-24
SJM
0.00%SMUCKER J M CO
Shares100
Event2026-03-31
Filed2026-04-24
SIX FLAGS ENTERTAINMENT CORP
0.00%SIX FLAGS ENTERTAINMENT CORP
Shares540
Event2026-03-31
Filed2026-04-24
BMY
0.00%BRISTOL-MYERS SQUIBB CO
Shares150
Event2026-03-31
Filed2026-04-24
ILMN
0.00%ILLUMINA INC
Shares72
Event2026-03-31
Filed2026-04-24
GLD
0.00%SPDR GOLD TR
Shares20
Event2026-03-31
Filed2026-04-24
TSM
NewTAIWAN SEMICONDUCTOR MANUFAC
Shares25
Event2026-03-31
Filed2026-04-24
IQV
0.00%IQVIA HLDGS INC
Shares49
Event2026-03-31
Filed2026-04-24
GIS
0.96%GENERAL MILLS INC
Shares210
Event2026-03-31
Filed2026-04-24
PRU
-50.00%PRUDENTIAL FINL INC
Shares75
Event2026-03-31
Filed2026-04-24
CNC
0.00%CENTENE CORP DEL
Shares215
Event2026-03-31
Filed2026-04-24
MUB
-38.10%ISHARES TR
Shares39
Event2026-03-31
Filed2026-04-24
WMB
NewWILLIAMS COS INC
Shares56
Event2026-03-31
Filed2026-04-24
IJJ
0.00%ISHARES TR
Shares30
Event2026-03-31
Filed2026-04-24
SOLSTICE ADVANCED MATLS INC
0.00%SOLSTICE ADVANCED MATLS INC
Shares51
Event2026-03-31
Filed2026-04-24
ARKB
0.00%ARK 21SHARES BITCOIN ETF
Shares165
Event2026-03-31
Filed2026-04-24
CCL
0.86%CARNIVAL CORP
Shares117
Event2026-03-31
Filed2026-04-24
IVE
NewISHARES TR
Shares13
Event2026-03-31
Filed2026-04-24
PFE
-15.89%PFIZER INC
Shares90
Event2026-03-31
Filed2026-04-24
FLAGSTAR BANK NATIONAL ASSOC
NewFLAGSTAR BANK NATIONAL ASSOC
Shares133
Event2026-03-31
Filed2026-04-24
IMAX
0.00%IMAX CORP
Shares45
Event2026-03-31
Filed2026-04-24
AGILON HEALTH INC
NewAGILON HEALTH INC
Shares109
Event2026-03-31
Filed2026-04-24
LUV
0.00%SOUTHWEST AIRLS CO
Shares21
Event2026-03-31
Filed2026-04-24
TMUS
NewT-MOBILE US INC
Shares3
Event2026-03-31
Filed2026-04-24
GRAL
0.00%GRAIL INC
Shares12
Event2026-03-31
Filed2026-04-24
PRGO
0.00%PERRIGO CO PLC
Shares50
Event2026-03-31
Filed2026-04-24
DVN
NewDEVON ENERGY CORP NEW
Shares9
Event2026-03-31
Filed2026-04-24
ELBM
0.00%ELECTRA BATTERY MATERIALS CO
Shares725
Event2026-03-31
Filed2026-04-24
UBS
NewUBS GROUP AG
Shares4
Event2026-03-31
Filed2026-04-24
SPAB
-95.19%SPDR SERIES TRUST
Shares5
Event2026-03-31
Filed2026-04-24
SUB
0.00%ISHARES TR
Shares1
Event2026-03-31
Filed2026-04-24
LUMN
NewLUMEN TECHNOLOGIES INC
Shares8
Event2026-03-31
Filed2026-04-24
ABTC
0.00%AMERICAN BITCOIN CORP.
Shares51
Event2026-03-31
Filed2026-04-24
UIS
NewUNISYS CORP
Shares17
Event2026-03-31
Filed2026-04-24
GTIM
NewGOOD TIMES RESTAURANTS INC
Shares13
Event2026-03-31
Filed2026-04-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available