The Analysis of Midwest Financial Group LLC's Holdings
Currently, Midwest Financial Group LLC holds 121 types of securities in its portfolio with a total value $209.8M. In the most recent quarter, they have increased their positions in SLYG (+9.8K shares, valued at $923.3K), SCHG (+23.8K shares, valued at $760.9K), DIVI (+19.8K shares, valued at $739.5K); decreased their positions in IAU (-17.2K shares, valued at $1.2M), VCSH (-2.6K shares, valued at $205.8K), IBIT (-3.0K shares, valued at $192.5K); initiated new positions in NUW (+45.4K shares, valued at $643.1K), FEGE (+8.8K shares, valued at $388.1K), TSLA (+743 shares, valued at $330.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR522.6K shares1.30%2025-09-302025-11-06
IVW ISHARES TR113.5K shares2.18%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR110.4K shares4.84%2025-09-302025-11-06 QQQ INVESCO QQQ TR17.5K shares1.19%2025-09-302025-11-06 AAPL APPLE INC31.6K shares-0.12%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC42.0K shares0.73%2025-09-302025-11-06 LQD ISHARES TR55.6K shares0.71%2025-09-302025-11-06 SCHZ SCHWAB STRATEGIC TR256.9K shares2.45%2025-09-302025-11-06 MOAT VANECK ETF TRUST56.9K shares-0.43%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR8.6K shares0.43%2025-09-302025-11-06 VOE VANGUARD INDEX FDS28.1K shares0.58%2025-09-302025-11-06 MSFT MICROSOFT CORP9.4K shares-0.24%2025-09-302025-11-06 AVLV AMERICAN CENTY ETF TR65.0K shares3.07%2025-09-302025-11-06 IJR ISHARES TR37.3K shares1.07%2025-09-302025-11-06 SLYG SPDR SERIES TRUST44.6K shares28.10%2025-09-302025-11-06 SOXX ISHARES TR15.4K shares1.90%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC23.3K shares1.86%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL6.9K shares6.90%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR98.9K shares31.77%2025-09-302025-11-06 RDVI FIRST TR EXCHANGE-TRADED FD110.2K shares1.44%2025-09-302025-11-06 TLT ISHARES TR31.6K shares0.49%2025-09-302025-11-06 FICS FIRST TR EXCHANGE TRADED FD73.3K shares1.18%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR30.6K shares-0.25%2025-09-302025-11-06 BUFQ FIRST TR EXCHNG TRADED FD VI71.5K shares0.71%2025-09-302025-11-06 FEM FIRST TR EXCH TRD ALPHDX FD91.4K shares-0.13%2025-09-302025-11-06 OKE ONEOK INC NEW33.7K shares0.66%2025-09-302025-11-06 XLU SELECT SECTOR SPDR TR26.2K shares1.56%2025-09-302025-11-06 VBR VANGUARD INDEX FDS10.9K shares3.26%2025-09-302025-11-06 DIVI FRANKLIN TEMPLETON ETF TR54.3K shares57.43%2025-09-302025-11-06 DBMF LITMAN GREGORY FDS TR73.0K shares1.82%2025-09-302025-11-06 LGOV FIRST TR EXCHANGE-TRADED FD91.0K shares0.62%2025-09-302025-11-06 GOOGL ALPHABET INC8.1K shares0.31%2025-09-302025-11-06 LMBS FIRST TR EXCHANGE-TRADED FD38.7K shares1.47%2025-09-302025-11-06 BA BOEING CO8.8K shares-0.11%2025-09-302025-11-06 AMZN AMAZON COM INC7.7K shares3.86%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR2.5K shares-4.05%2025-09-302025-11-06 XOM EXXON MOBIL CORP14.2K shares-0.18%2025-09-302025-11-06 USB US BANCORP DEL33.0K shares-2.08%2025-09-302025-11-06 MUB ISHARES TR14.6K shares2.02%2025-09-302025-11-06 SPLV INVESCO EXCH TRADED FD TR II18.2K shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW1.4K shares8.29%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR9.1K shares3.23%2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR46.8K shares0.29%2025-09-302025-11-06 XLP SELECT SECTOR SPDR TR14.7K shares-2.03%2025-09-302025-11-06 RTX RTX CORPORATION6.9K shares0.23%2025-09-302025-11-06 VTI VANGUARD INDEX FDS3.4K shares0.44%2025-09-302025-11-06 NVDA NVIDIA CORPORATION5.7K shares4.51%2025-09-302025-11-06 MUNI PIMCO ETF TR19.3K shares-1.86%2025-09-302025-11-06 VTV VANGUARD INDEX FDS5.2K shares0.67%2025-09-302025-11-06 SMH VANECK ETF TRUST2.9K shares0.34%2025-09-302025-11-06 AVGO BROADCOM INC2.8K shares-3.58%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO2.7K shares0.00%2025-09-302025-11-06 LRCX LAM RESEARCH CORP6.7K shares0.00%2025-09-302025-11-06 USMV ISHARES TR8.7K shares-1.03%2025-09-302025-11-06 ORCL ORACLE CORP2.8K shares-1.78%2025-09-302025-11-06 VOO VANGUARD INDEX FDS1.3K shares0.16%2025-09-302025-11-06 MA MASTERCARD INCORPORATED1.3K shares-2.49%2025-09-302025-11-06 FITB FIFTH THIRD BANCORP16.1K shares-0.31%2025-09-302025-11-06 CSX CSX CORP19.5K shares-1.52%2025-09-302025-11-06 NUW NUVEEN AMT-FREE MUN VALUE FD45.4K sharesnew addition2025-09-302025-11-06 TCAF T ROWE PRICE ETF INC15.8K shares39.27%2025-09-302025-11-06 RCL ROYAL CARIBBEAN GROUP1.8K shares-1.35%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO3.8K shares0.00%2025-09-302025-11-06 IBIT ISHARES BITCOIN TRUST ETF8.9K shares-24.92%2025-09-302025-11-06 LSCC LATTICE SEMICONDUCTOR CORP7.7K shares8.42%2025-09-302025-11-06 IWR ISHARES TR5.7K shares80.54%2025-09-302025-11-06 V VISA INC1.6K shares-6.32%2025-09-302025-11-06 DVN DEVON ENERGY CORP NEW15.3K shares-6.77%2025-09-302025-11-06 CEF SPROTT ASSET MANAGEMENT LP14.3K shares3.55%2025-09-302025-11-06 OGS ONE GAS INC6.3K shares-0.79%2025-09-302025-11-06 CVX CHEVRON CORP NEW3.2K shares0.50%2025-09-302025-11-06 DKNG DRAFTKINGS INC NEW12.8K shares4.08%2025-09-302025-11-06 AMAT APPLIED MATLS INC2.3K shares0.00%2025-09-302025-11-06 CP CANADIAN PACIFIC KANSAS CITY6.2K shares0.00%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR18.9K shares7.37%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC9.8K shares-4.84%2025-09-302025-11-06 UNP UNION PAC CORP1.8K shares0.44%2025-09-302025-11-06 SDY SPDR SERIES TRUST3.0K shares0.63%2025-09-302025-11-06 IAU ISHARES GOLD TR5.8K shares-74.62%2025-09-302025-11-06 MCD MCDONALDS CORP1.3K shares0.00%2025-09-302025-11-06 IWM ISHARES TR1.7K shares2.25%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS5.0K shares-33.82%2025-09-302025-11-06 PEP PEPSICO INC2.8K shares0.25%2025-09-302025-11-06 FEGE RBB FUND TRUST8.8K sharesnew addition2025-09-302025-11-06 DG DOLLAR GEN CORP NEW3.7K shares-1.71%2025-09-302025-11-06 XLI SELECT SECTOR SPDR TR2.4K shares2.55%2025-09-302025-11-06 XLC SELECT SECTOR SPDR TR3.1K shares0.16%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON2.0K shares0.10%2025-09-302025-11-06 TROW PRICE T ROWE GROUP INC3.5K shares5.28%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC957 shares2.03%2025-09-302025-11-06 TSLA TESLA INC743 sharesnew addition2025-09-302025-11-06 WMT WALMART INC3.1K shares-3.68%2025-09-302025-11-06 ZM ZOOM COMMUNICATIONS INC3.7K shares-3.62%2025-09-302025-11-06 XLY SELECT SECTOR SPDR TR1.3K shares0.16%2025-09-302025-11-06 VO VANGUARD INDEX FDS1.0K shares0.10%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.929 shares0.32%2025-09-302025-11-06 BAC BANK AMERICA CORP5.6K shares0.00%2025-09-302025-11-06 QGRO AMERICAN CENTY ETF TR2.4K shares2.74%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR976 shares0.62%2025-09-302025-11-06 IVV ISHARES TR403 shares0.00%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS1.9K shares8.58%2025-09-302025-11-06 PFE PFIZER INC10.3K shares-1.90%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F4.5K sharesnew addition2025-09-302025-11-06 ABBV ABBVIE INC1.1K sharesnew addition2025-09-302025-11-06 TSCO TRACTOR SUPPLY CO4.3K shares0.00%2025-09-302025-11-06 AFL AFLAC INC2.2K shares0.14%2025-09-302025-11-06 HRI HERC HLDGS INC2.1K shares15.25%2025-09-302025-11-06 NOW SERVICENOW INC263 shares10.50%2025-09-302025-11-06 PFF ISHARES TR7.6K shares-20.04%2025-09-302025-11-06 COP CONOCOPHILLIPS2.6K shares0.00%2025-09-302025-11-06 PRF INVESCO EXCHANGE TRADED FD T5.3K shares0.00%2025-09-302025-11-06 VGT VANGUARD WORLD FD313 shares3.30%2025-09-302025-11-06 QQQI NEOS ETF TRUST4.1K sharesnew addition2025-09-302025-11-06 BUG GLOBAL X FDS6.2K sharesnew addition2025-09-302025-11-06 GOOG ALPHABET INC881 sharesnew addition2025-09-302025-11-06 VBK VANGUARD INDEX FDS683 sharesnew addition2025-09-302025-11-06 F FORD MTR CO13.4K shares0.05%2025-09-302025-11-06 CFFN CAPITOL FED FINL INC19.3K shares-23.90%2025-09-302025-11-06 FSLY FASTLY INC12.9K shares-3.20%2025-09-302025-11-06 PRPL PURPLE INNOVATION INC115.0K shares0.00%2025-09-302025-11-06 RXRX RECURSION PHARMACEUTICALS IN10.1K shares-15.68%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available