Sponsored

The Analysis of Midwest Financial Partners Investments, Inc.'s Holdings & P&L

Currently, Midwest Financial Partners Investments, Inc. holds 76 types of securities in its portfolio with a total value $188.6M. In the most recent quarter, they have increased their positions in N/A (+3.3K shares, valued at $2.0M), SGOV (+15.1K shares, valued at $1.5M), VEA (+22.7K shares, valued at $1.5M); decreased their positions in NVDA (-2.5K shares, valued at $432.0K), AAPL (-1.5K shares, valued at $387.0K), BSX (-2.0K shares, valued at $127.8K); initiated new positions in CASY (+555 shares, valued at $404.0K), SLV (+5.0K shares, valued at $337.3K), IBIT (+8.6K shares, valued at $331.6K).

1M P&L

+7.1M+4.21%

3M P&L

-6.8M-3.72%

HY P&L

-12.0M-6.43%

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/A132.2M

83.2%

2Consumer Electronics6.0M

3.7%

3Software - Infrastructure4.9M

3.1%

Top Industries by Stock Count

1N/A40 stocks

58.0%

2Conglomerates2 stocks

2.9%

3Credit Services2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPIB J P MORGAN EXCHANGE TRADED F455.9K shares6.76%2026-03-312026-04-23

VTV VANGUARD INDEX FDS103.7K shares4.83%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F251.2K shares7.30%2026-03-312026-04-23

PUTNAM ETF TRUST PUTNAM ETF TRUST1.5M shares8.03%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS20.3K shares19.23%2026-03-312026-04-23

FLMI FRANKLIN TEMPLETON ETF TR468.5K shares6.11%2026-03-312026-04-23

ARKF ARK ETF TR186.3K shares0.72%2026-03-312026-04-23

ESGU ISHARES TR42.5K shares5.92%2026-03-312026-04-23

Sponsored

AAPL APPLE INC23.5K shares-6.11%2026-03-312026-04-23

ARKG ARK ETF TR209.4K shares2.06%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS81.8K shares38.38%2026-03-312026-04-23

MSFT MICROSOFT CORP12.5K shares-1.25%2026-03-312026-04-23

VB VANGUARD INDEX FDS15.8K shares-2.53%2026-03-312026-04-23

ESGD ISHARES TR42.1K shares6.94%2026-03-312026-04-23

SGOV ISHARES TR33.5K shares82.06%2026-03-312026-04-23

NVDA NVIDIA CORPORATION17.6K shares-12.33%2026-03-312026-04-23

Sponsored

VSS VANGUARD INTL EQUITY INDEX F18.9K shares23.22%2026-03-312026-04-23

VUG VANGUARD INDEX FDS6.0K shares69.32%2026-03-312026-04-23

CRBN ISHARES TR11.4K shares3.69%2026-03-312026-04-23

ESML ISHARES TR43.9K shares0.47%2026-03-312026-04-23

EAGG ISHARES TR41.6K shares11.54%2026-03-312026-04-23

TECH BIO-TECHNE CORP37.6K shares-5.84%2026-03-312026-04-23

ESGE ISHARES INC41.4K shares3.51%2026-03-312026-04-23

ISHARES TR ISHARES TR55.0K shares3.87%2026-03-312026-04-23

Sponsored

ZAP GLOBAL X FDS54.9K shares4.68%2026-03-312026-04-23

VO VANGUARD INDEX FDS6.1K shares62.27%2026-03-312026-04-23

NUKZ EXCHANGE TRADED CONCEPTS TRU26.2K shares8.81%2026-03-312026-04-23

SUSC ISHARES TR67.8K shares11.79%2026-03-312026-04-23

HON HONEYWELL INTL INC5.9K shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC4.2K shares0.80%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T1.5K shares0.68%2026-03-312026-04-23

HEI HEICO CORP NEW3.5K shares0.00%2026-03-312026-04-23

Sponsored

BGRN ISHARES TR19.0K shares7.78%2026-03-312026-04-23

AMGN AMGEN INC2.3K shares0.00%2026-03-312026-04-23

HEI.A HEICO CORP NEW3.4K shares0.00%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.5K shares14.63%2026-03-312026-04-23

MMM 3M CO4.8K shares0.00%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR1.0K shares9.89%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS11.2K shares13.04%2026-03-312026-04-23

Sponsored

DE DEERE & CO949 shares-4.24%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO1.8K shares0.00%2026-03-312026-04-23

ILCG ISHARES TR5.5K shares0.00%2026-03-312026-04-23

BROADCOM INC BROADCOM INC1.6K shares0.00%2026-03-312026-04-23

SUSB ISHARES TR20.2K shares11.63%2026-03-312026-04-23

AMZN AMAZON COM INC2.2K shares1.26%2026-03-312026-04-23

ILMN ILLUMINA INC3.6K shares-0.35%2026-03-312026-04-23

BSX BOSTON SCIENTIFIC CORP7.1K shares-22.33%2026-03-312026-04-23

Sponsored

UNH UNITEDHEALTH GROUP INC1.6K shares13.10%2026-03-312026-04-23

VGIT VANGUARD SCOTTSDALE FDS7.0K shares-0.93%2026-03-312026-04-23

IJR ISHARES TR3.3K shares0.00%2026-03-312026-04-23

IJH ISHARES TR6.0K shares0.00%2026-03-312026-04-23

CASY CASEYS GEN STORES INC555 sharesnew addition2026-03-312026-04-23

AXP AMERICAN EXPRESS CO1.3K shares16.49%2026-03-312026-04-23

IEMG ISHARES INC5.4K shares0.00%2026-03-312026-04-23

IEFA ISHARES TR4.2K shares0.00%2026-03-312026-04-23

Sponsored

BA BOEING CO1.8K shares0.00%2026-03-312026-04-23

V VISA INC1.2K shares0.00%2026-03-312026-04-23

PEP PEPSICO INC2.2K shares0.00%2026-03-312026-04-23

SLV ISHARES SILVER TR5.0K sharesnew addition2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF8.6K sharesnew addition2026-03-312026-04-23

NUE NUCOR CORP1.9K shares0.00%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON1.3K shares0.00%2026-03-312026-04-23

GLD SPDR GOLD TR730 sharesnew addition2026-03-312026-04-23

Sponsored

ORCL ORACLE CORP2.0K shares0.00%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS6.3K shares0.00%2026-03-312026-04-23

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-04-23

YUM YUM BRANDS INC1.6K shares0.00%2026-03-312026-04-23

AME AMETEK INC1.1K shares0.00%2026-03-312026-04-23

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-23

WMT WALMART INC1.8K shares-3.93%2026-03-312026-04-23

SIL GLOBAL X FDS2.5K sharesnew addition2026-03-312026-04-23

Sponsored

EEM ISHARES TR3.8K shares0.00%2026-03-312026-04-23

IVW ISHARES TR1.9K shares0.00%2026-03-312026-04-23

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-04-23

TSLA TESLA INC562 sharesnew addition2026-03-312026-04-23

JPIB

J P MORGAN EXCHANGE TRADED F

6.76%

Shares455.9K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

4.83%

Shares103.7K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

7.30%

Shares251.2K

Event2026-03-31

Filed2026-04-23

PUTNAM ETF TRUST

8.03%

Shares1.5M

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

19.23%

Shares20.3K

Event2026-03-31

Filed2026-04-23

FLMI

FRANKLIN TEMPLETON ETF TR

6.11%

Shares468.5K

Event2026-03-31

Filed2026-04-23

ARKF

ARK ETF TR

0.72%

Shares186.3K

Event2026-03-31

Filed2026-04-23

ESGU

ISHARES TR

5.92%

Shares42.5K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-6.11%

Shares23.5K

Event2026-03-31

Filed2026-04-23

ARKG

ARK ETF TR

2.06%

Shares209.4K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

38.38%

Shares81.8K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-1.25%

Shares12.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-2.53%

Shares15.8K

Event2026-03-31

Filed2026-04-23

ESGD

ISHARES TR

6.94%

Shares42.1K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

82.06%

Shares33.5K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-12.33%

Shares17.6K

Event2026-03-31

Filed2026-04-23

VSS

VANGUARD INTL EQUITY INDEX F

23.22%

Shares18.9K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

69.32%

Shares6.0K

Event2026-03-31

Filed2026-04-23

CRBN

ISHARES TR

3.69%

Shares11.4K

Event2026-03-31

Filed2026-04-23

ESML

ISHARES TR

0.47%

Shares43.9K

Event2026-03-31

Filed2026-04-23

EAGG

ISHARES TR

11.54%

Shares41.6K

Event2026-03-31

Filed2026-04-23

TECH

BIO-TECHNE CORP

-5.84%

Shares37.6K

Event2026-03-31

Filed2026-04-23

ESGE

ISHARES INC

3.51%

Shares41.4K

Event2026-03-31

Filed2026-04-23

ISHARES TR

3.87%

Shares55.0K

Event2026-03-31

Filed2026-04-23

ZAP

GLOBAL X FDS

4.68%

Shares54.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

62.27%

Shares6.1K

Event2026-03-31

Filed2026-04-23

NUKZ

EXCHANGE TRADED CONCEPTS TRU

8.81%

Shares26.2K

Event2026-03-31

Filed2026-04-23

SUSC

ISHARES TR

11.79%

Shares67.8K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.80%

Shares4.2K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.68%

Shares1.5K

Event2026-03-31

Filed2026-04-23

HEI

HEICO CORP NEW

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-23

BGRN

ISHARES TR

7.78%

Shares19.0K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

HEI.A

HEICO CORP NEW

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-23

ALPHABET INC

14.63%

Shares2.5K

Event2026-03-31

Filed2026-04-23

MMM

3M CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

9.89%

Shares1.0K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

13.04%

Shares11.2K

Event2026-03-31

Filed2026-04-23

DEERE & CO

-4.24%

Shares949

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

ILCG

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

SUSB

ISHARES TR

11.63%

Shares20.2K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

1.26%

Shares2.2K

Event2026-03-31

Filed2026-04-23

ILMN

ILLUMINA INC

-0.35%

Shares3.6K

Event2026-03-31

Filed2026-04-23

BSX

BOSTON SCIENTIFIC CORP

-22.33%

Shares7.1K

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC

13.10%

Shares1.6K

Event2026-03-31

Filed2026-04-23

VGIT

VANGUARD SCOTTSDALE FDS

-0.93%

Shares7.0K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-23

CASY

CASEYS GEN STORES INC

New

Shares555

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

16.49%

Shares1.3K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

BOEING CO

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

VISA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

New

Shares5.0K

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares8.6K

Event2026-03-31

Filed2026-04-23

NUE

NUCOR CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

New

Shares730

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-23

YUM

YUM BRANDS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

AME

AMETEK INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-3.93%

Shares1.8K

Event2026-03-31

Filed2026-04-23

SIL

GLOBAL X FDS

New

Shares2.5K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP

New

Shares2.3K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

New

Shares562

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available