The Analysis of Midwest Capital Advisors, LLC's Holdings
Currently, Midwest Capital Advisors, LLC holds 211 types of securities in its portfolio with a total value $207.4M. In the most recent quarter, they have increased their positions in OEF (+19.5K shares, valued at $6.5M), DYNF (+76.4K shares, valued at $4.5M), BAI (+123.3K shares, valued at $4.2M); decreased their positions in BIDD (-270.2K shares, valued at $7.6M), IYW (-32.6K shares, valued at $6.4M), SCHZ (-71.1K shares, valued at $1.7M); initiated new positions in SHLD (+58.9K shares, valued at $4.1M), SPYG (+716 shares, valued at $74.8K), CRDO (+312 shares, valued at $45.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR795.5K shares1.19%2025-09-302025-10-27
DYNF BLACKROCK ETF TRUST408.2K shares23.04%2025-09-302025-10-27 QUAL ISHARES TR97.8K shares-7.05%2025-09-302025-10-27 BIDD BLACKROCK ETF TRUST647.9K shares-29.43%2025-09-302025-10-27 SPEM SPDR INDEX SHS FDS306.2K shares13.97%2025-09-302025-10-27 OEF ISHARES TR41.5K shares88.90%2025-09-302025-10-27 BAI BLACKROCK ETF TRUST245.1K shares101.25%2025-09-302025-10-27 THRO BLACKROCK ETF TRUST205.7K shares10.00%2025-09-302025-10-27 IAU ISHARES GOLD TR103.9K shares40.27%2025-09-302025-10-27 TLH ISHARES TR56.4K shares-15.04%2025-09-302025-10-27 MTUM ISHARES TR22.4K shares4.83%2025-09-302025-10-27 BNDX VANGUARD CHARLOTTE FDS113.0K shares7.55%2025-09-302025-10-27 USTB VICTORY PORTFOLIOS II103.7K shares5.33%2025-09-302025-10-27 BINC BLACKROCK ETF TRUST II88.8K shares-6.48%2025-09-302025-10-27 PVAL PUTNAM ETF TRUST108.7K shares3.56%2025-09-302025-10-27 SHLD GLOBAL X FDS58.9K sharesnew addition2025-09-302025-10-27 SPMB SPDR SERIES TRUST179.7K shares-22.49%2025-09-302025-10-27 VTV VANGUARD INDEX FDS14.2K shares0.06%2025-09-302025-10-27 SCHB SCHWAB STRATEGIC TR84.0K shares-7.72%2025-09-302025-10-27 VEA VANGUARD TAX-MANAGED FDS24.5K shares0.57%2025-09-302025-10-27 ICVT ISHARES TR13.7K shares46.33%2025-09-302025-10-27 STIP ISHARES TR12.5K shares5.91%2025-09-302025-10-27 NVDA NVIDIA CORPORATION6.0K shares1.35%2025-09-302025-10-27 VOO VANGUARD INDEX FDS1.7K shares3.06%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR1.5K shares0.27%2025-09-302025-10-27 IWP ISHARES TR6.0K shares-0.45%2025-09-302025-10-27 IYW ISHARES TR4.3K shares-88.39%2025-09-302025-10-27 SCHM SCHWAB STRATEGIC TR27.8K shares0.42%2025-09-302025-10-27 IVW ISHARES TR6.2K shares0.13%2025-09-302025-10-27 IVV ISHARES TR1.1K shares-0.47%2025-09-302025-10-27 CWI SPDR INDEX SHS FDS16.1K shares-3.46%2025-09-302025-10-27 VUG VANGUARD INDEX FDS1.2K shares-15.80%2025-09-302025-10-27 SCHZ SCHWAB STRATEGIC TR22.4K shares-76.01%2025-09-302025-10-27 BSV VANGUARD BD INDEX FDS5.9K shares-2.06%2025-09-302025-10-27 VTI VANGUARD INDEX FDS1.4K shares-1.89%2025-09-302025-10-27 EFV ISHARES TR6.4K shares-1.26%2025-09-302025-10-27 SUSB ISHARES TR16.9K shares1.11%2025-09-302025-10-27 EMXC ISHARES INC6.2K shares-54.61%2025-09-302025-10-27 SYK STRYKER CORPORATION1.1K shares0.00%2025-09-302025-10-27 IJR ISHARES TR3.1K shares2.32%2025-09-302025-10-27 DTE DTE ENERGY CO2.5K shares0.00%2025-09-302025-10-27 VXUS VANGUARD STAR FDS4.3K shares0.99%2025-09-302025-10-27 EFG ISHARES TR2.7K shares-1.52%2025-09-302025-10-27 AVGO BROADCOM INC915 shares1.67%2025-09-302025-10-27 VO VANGUARD INDEX FDS872 shares0.00%2025-09-302025-10-27 DON WISDOMTREE TR4.2K shares-1.62%2025-09-302025-10-27 SCHD SCHWAB STRATEGIC TR7.9K shares0.95%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW226 shares0.44%2025-09-302025-10-27 IJK ISHARES TR2.2K shares0.14%2025-09-302025-10-27 AGG ISHARES TR2.0K shares0.30%2025-09-302025-10-27 HYDB ISHARES TR3.9K shares7.14%2025-09-302025-10-27 AAPL APPLE INC728 shares3.12%2025-09-302025-10-27 MSFT MICROSOFT CORP349 shares1.16%2025-09-302025-10-27 LLY ELI LILLY & CO236 shares0.00%2025-09-302025-10-27 DTM DT MIDSTREAM INC1.6K shares0.00%2025-09-302025-10-27 IJH ISHARES TR2.6K shares0.31%2025-09-302025-10-27 SUSC ISHARES TR6.7K shares1.10%2025-09-302025-10-27 JEPI J P MORGAN EXCHANGE TRADED F2.6K shares-50.82%2025-09-302025-10-27 IFRA ISHARES TR2.5K shares-5.04%2025-09-302025-10-27 TJX TJX COS INC NEW899 shares0.33%2025-09-302025-10-27 TPLC TIMOTHY PLAN2.8K shares0.18%2025-09-302025-10-27 IWS ISHARES TR909 shares0.44%2025-09-302025-10-27 GOOG ALPHABET INC521 shares0.19%2025-09-302025-10-27 ED CONSOLIDATED EDISON INC1.2K shares0.77%2025-09-302025-10-27 AMZN AMAZON COM INC514 shares0.00%2025-09-302025-10-27 VB VANGUARD INDEX FDS386 shares-21.06%2025-09-302025-10-27 FVD FIRST TR EXCHANGE-TRADED FD2.0K shares0.55%2025-09-302025-10-27 EFA ISHARES TR886 shares0.00%2025-09-302025-10-27 GOOGL ALPHABET INC340 shares0.00%2025-09-302025-10-27 WM WASTE MGMT INC DEL364 shares0.28%2025-09-302025-10-27 TPSC TIMOTHY PLAN1.9K shares0.16%2025-09-302025-10-27 LULU LULULEMON ATHLETICA INC430 shares0.00%2025-09-302025-10-27 VOE VANGUARD INDEX FDS432 shares0.00%2025-09-302025-10-27 SPYG SPDR SERIES TRUST716 sharesnew addition2025-09-302025-10-27 ISTB ISHARES TR1.5K shares-36.50%2025-09-302025-10-27 CAT CATERPILLAR INC153 shares0.66%2025-09-302025-10-27 QQQ INVESCO QQQ TR119 shares19.00%2025-09-302025-10-27 BKNG BOOKING HOLDINGS INC13 shares0.00%2025-09-302025-10-27 LOW LOWES COS INC273 shares0.00%2025-09-302025-10-27 PTNQ PACER FDS TR858 shares0.00%2025-09-302025-10-27 AMD ADVANCED MICRO DEVICES INC405 shares0.00%2025-09-302025-10-27 MU MICRON TECHNOLOGY INC389 shares0.00%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.180 shares0.00%2025-09-302025-10-27 UNP UNION PAC CORP237 shares0.00%2025-09-302025-10-27 MLM MARTIN MARIETTA MATLS INC82 shares0.00%2025-09-302025-10-27 LRCX LAM RESEARCH CORP380 shares0.00%2025-09-302025-10-27 ABT ABBOTT LABS367 shares0.27%2025-09-302025-10-27 DXCM DEXCOM INC700 shares0.00%2025-09-302025-10-27 NEE NEXTERA ENERGY INC618 shares0.00%2025-09-302025-10-27 ISRG INTUITIVE SURGICAL INC104 shares0.00%2025-09-302025-10-27 DUK DUKE ENERGY CORP NEW370 shares0.82%2025-09-302025-10-27 CRDO CREDO TECHNOLOGY GROUP HOLDI312 sharesnew addition2025-09-302025-10-27 HON HONEYWELL INTL INC205 shares0.00%2025-09-302025-10-27 MRVL MARVELL TECHNOLOGY INC512 shares0.00%2025-09-302025-10-27 VRTX VERTEX PHARMACEUTICALS INC101 shares0.00%2025-09-302025-10-27 HBAN HUNTINGTON BANCSHARES INC2.3K shares0.00%2025-09-302025-10-27 FITB FIFTH THIRD BANCORP788 shares0.00%2025-09-302025-10-27 KLAC KLA CORP31 shares0.00%2025-09-302025-10-27 ECL ECOLAB INC119 shares0.00%2025-09-302025-10-27 AOR ISHARES TR500 shares0.00%2025-09-302025-10-27 GH GUARDANT HEALTH INC513 shares0.00%2025-09-302025-10-27 FI FISERV INC244 shares0.00%2025-09-302025-10-27 DIS DISNEY WALT CO252 shares0.00%2025-09-302025-10-27 SCHP SCHWAB STRATEGIC TR1.1K shares-46.54%2025-09-302025-10-27 SHW SHERWIN WILLIAMS CO77 shares0.00%2025-09-302025-10-27 GNTX GENTEX CORP919 shares0.00%2025-09-302025-10-27 LHX L3HARRIS TECHNOLOGIES INC85 shares0.00%2025-09-302025-10-27 ORLY OREILLY AUTOMOTIVE INC240 shares0.00%2025-09-302025-10-27 ADI ANALOG DEVICES INC105 shares0.00%2025-09-302025-10-27 CSX CSX CORP712 shares0.00%2025-09-302025-10-27 FE FIRSTENERGY CORP538 shares0.94%2025-09-302025-10-27 ITW ILLINOIS TOOL WKS INC93 shares0.00%2025-09-302025-10-27 VGK VANGUARD INTL EQUITY INDEX F303 shares0.33%2025-09-302025-10-27 NSC NORFOLK SOUTHN CORP76 shares0.00%2025-09-302025-10-27 EW EDWARDS LIFESCIENCES CORP290 shares0.00%2025-09-302025-10-27 AEP AMERICAN ELEC PWR CO INC195 shares0.00%2025-09-302025-10-27 MRK MERCK & CO INC261 shares0.00%2025-09-302025-10-27 IBIT ISHARES BITCOIN TRUST ETF333 shares0.00%2025-09-302025-10-27 VIG VANGUARD SPECIALIZED FUNDS100 shares0.00%2025-09-302025-10-27 DE DEERE & CO45 shares0.00%2025-09-302025-10-27 KO COCA COLA CO310 shares0.00%2025-09-302025-10-27 IEFA ISHARES TR235 sharesnew addition2025-09-302025-10-27 EMR EMERSON ELEC CO156 shares0.00%2025-09-302025-10-27 KMI KINDER MORGAN INC DEL708 shares1.14%2025-09-302025-10-27 GD GENERAL DYNAMICS CORP56 shares0.00%2025-09-302025-10-27 FIS FIDELITY NATL INFORMATION SV287 shares0.00%2025-09-302025-10-27 AFL AFLAC INC167 shares0.00%2025-09-302025-10-27 ROST ROSS STORES INC120 shares0.00%2025-09-302025-10-27 ROP ROPER TECHNOLOGIES INC36 shares0.00%2025-09-302025-10-27 HD HOME DEPOT INC44 shares0.00%2025-09-302025-10-27 HACK AMPLIFY ETF TR205 shares0.00%2025-09-302025-10-27 ESGV VANGUARD WORLD FD147 shares0.00%2025-09-302025-10-27 SPGM SPDR INDEX SHS FDS229 shares0.00%2025-09-302025-10-27 PEG PUBLIC SVC ENTERPRISE GRP IN201 shares0.00%2025-09-302025-10-27 VIOO VANGUARD ADMIRAL FDS INC150 shares0.00%2025-09-302025-10-27 FNDX SCHWAB STRATEGIC TR626 sharesnew addition2025-09-302025-10-27 META META PLATFORMS INC22 shares4.76%2025-09-302025-10-27 RSPF INVESCO EXCHANGE TRADED FD T201 shares0.50%2025-09-302025-10-27 VRSK VERISK ANALYTICS INC62 shares0.00%2025-09-302025-10-27 WEC WEC ENERGY GROUP INC136 shares0.00%2025-09-302025-10-27 PSX PHILLIPS 66114 shares0.00%2025-09-302025-10-27 GS GOLDMAN SACHS GROUP INC19 shares0.00%2025-09-302025-10-27 CTSH COGNIZANT TECHNOLOGY SOLUTIO223 shares0.00%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON80 shares1.27%2025-09-302025-10-27 MSCI MSCI INC26 shares0.00%2025-09-302025-10-27 VRSN VERISIGN INC50 shares0.00%2025-09-302025-10-27 COP CONOCOPHILLIPS142 shares0.00%2025-09-302025-10-27 XLE SELECT SECTOR SPDR TR148 shares1.37%2025-09-302025-10-27 PODD INSULET CORP41 shares0.00%2025-09-302025-10-27 FUN SIX FLAGS ENTERTAINMENT CORP540 shares0.00%2025-09-302025-10-27 MUB ISHARES TR112 shares0.90%2025-09-302025-10-27 ALGN ALIGN TECHNOLOGY INC94 shares0.00%2025-09-302025-10-27 PEP PEPSICO INC83 shares1.22%2025-09-302025-10-27 PANW PALO ALTO NETWORKS INC56 shares0.00%2025-09-302025-10-27 SPGP INVESCO EXCHANGE TRADED FD T100 shares0.00%2025-09-302025-10-27 ES EVERSOURCE ENERGY155 shares0.00%2025-09-302025-10-27 TTD THE TRADE DESK INC220 shares0.00%2025-09-302025-10-27 GIS GENERAL MLS INC205 shares0.00%2025-09-302025-10-27 IQV IQVIA HLDGS INC49 shares0.00%2025-09-302025-10-27 NOW SERVICENOW INC10 shares0.00%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INC DEL18 shares0.00%2025-09-302025-10-27 CR CRANE COMPANY48 shares0.00%2025-09-302025-10-27 DG DOLLAR GEN CORP NEW83 shares0.00%2025-09-302025-10-27 SLV ISHARES SILVER TR200 shares0.00%2025-09-302025-10-27 SCHK SCHWAB STRATEGIC TR263 sharesnew addition2025-09-302025-10-27 CNC CENTENE CORP DEL215 shares0.00%2025-09-302025-10-27 GLD SPDR GOLD TR20 shares0.00%2025-09-302025-10-27 ILMN ILLUMINA INC72 shares0.00%2025-09-302025-10-27 FNDA SCHWAB STRATEGIC TR212 sharesnew addition2025-09-302025-10-27 TLT ISHARES TR73 shares-94.69%2025-09-302025-10-27 ARKB ARK 21SHARES BITCOIN ETF165 shares0.00%2025-09-302025-10-27 SCHA SCHWAB STRATEGIC TR210 sharesnew addition2025-09-302025-10-27 SSO PROSHARES TR37 sharesnew addition2025-09-302025-10-27 IJJ ISHARES TR30 shares-38.78%2025-09-302025-10-27 SCHF SCHWAB STRATEGIC TR168 sharesnew addition2025-09-302025-10-27 RDDT REDDIT INC17 sharesnew addition2025-09-302025-10-27 SMCI SUPER MICRO COMPUTER INC80 sharesnew addition2025-09-302025-10-27 IGEB ISHARES TR83 shares-84.74%2025-09-302025-10-27 CRWV COREWEAVE INC25 sharesnew addition2025-09-302025-10-27 CCL CARNIVAL CORP116 shares0.00%2025-09-302025-10-27 IUSV ISHARES TR30 shares650.00%2025-09-302025-10-27 IUSG ISHARES TR18 shares500.00%2025-09-302025-10-27 OKLO OKLO INC25 sharesnew addition2025-09-302025-10-27 PFE PFIZER INC107 shares0.00%2025-09-302025-10-27 SPAB SPDR SERIES TRUST103 shares-90.45%2025-09-302025-10-27 PLTR PALANTIR TECHNOLOGIES INC10 sharesnew addition2025-09-302025-10-27 INTR INTER & CO INC182 sharesnew addition2025-09-302025-10-27 CVX CHEVRON CORP NEW10 sharesnew addition2025-09-302025-10-27 DEO DIAGEO PLC16 shares0.00%2025-09-302025-10-27 IMAX IMAX CORP45 shares0.00%2025-09-302025-10-27 TSLA TESLA INC3 shares0.00%2025-09-302025-10-27 HEFA ISHARES TR31 shares0.00%2025-09-302025-10-27 BMNR BITMINE IMMERSION TECNOLOGIE23 sharesnew addition2025-09-302025-10-27 QCOM QUALCOMM INC7 sharesnew addition2025-09-302025-10-27 SCHH SCHWAB STRATEGIC TR53 sharesnew addition2025-09-302025-10-27 PRGO PERRIGO CO PLC50 shares0.00%2025-09-302025-10-27 EINC VANECK ETF TRUST10 shares0.00%2025-09-302025-10-27 ELBM ELECTRA BATTERY MATERIALS CO725 shares0.00%2025-09-302025-10-27 VYM VANGUARD WHITEHALL FDS6 shares500.00%2025-09-302025-10-27 JTEK J P MORGAN EXCHANGE TRADED F8 sharesnew addition2025-09-302025-10-27 FLY FIREFLY AEROSPACE INC25 sharesnew addition2025-09-302025-10-27 GRAL GRAIL INC12 shares0.00%2025-09-302025-10-27 LUV SOUTHWEST AIRLS CO21 shares0.00%2025-09-302025-10-27 FTEC FIDELITY COVINGTON TRUST3 sharesnew addition2025-09-302025-10-27 BA BOEING CO3 sharesnew addition2025-09-302025-10-27 INTC INTEL CORP18 sharesnew addition2025-09-302025-10-27 AGL AGILON HEALTH INC217 shares0.00%2025-09-302025-10-27 TGT TARGET CORP2 sharesnew addition2025-09-302025-10-27 SUB ISHARES TR1 shares-95.45%2025-09-302025-10-27 SCHW SCHWAB CHARLES CORP1 sharesnew addition2025-09-302025-10-27 BMBL BUMBLE INC1 sharesnew addition2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available