Sponsored

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

Currently, Midwest Financial Partners Investments, Inc. holds 80 types of securities in its portfolio with a total value $240.8M. In the most recent quarter, they have increased their positions in TFLO (+370.5K shares, valued at $18.8M), VUG (+43.5K shares, valued at $3.7M), FTMN (+321.8K shares, valued at $2.9M); decreased their positions in TECH (-8.3K shares, valued at $583.7K), SGOV (-5.7K shares, valued at $573.9K), GOOG (-664 shares, valued at $234.6K); initiated new positions in TFLO (+370.5K shares, valued at $18.8M), N/A (+3.0K shares, valued at $661.6K), N/A (+3.0K shares, valued at $653.3K).

1M P&L

-390.8K-0.19%

3M P&L

+6.4M+3.30%

HY P&L

-11.2M-5.27%

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/A190.3M

87.5%

2Consumer Electronics6.8M

3.1%

3Software - Infrastructure4.5M

2.0%

Top Industries by Stock Count

1N/A40 stocks

61.5%

2Drug Manufacturers - General3 stocks

4.6%

3Semiconductors3 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS111.6K shares7.65%2026-06-302026-07-15

JPIB J P MORGAN EXCHANGE TRADED F482.6K shares5.86%2026-06-302026-07-15

TFLO ISHARES TR370.5K sharesnew addition2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F269.8K shares7.43%2026-06-302026-07-15

FTMN PUTNAM ETF TRUST1.8M shares22.14%2026-06-302026-07-15

VOO VANGUARD INDEX FDS22.5K shares11.23%2026-06-302026-07-15

FLMI FRANKLIN TEMPLETON ETF TR535.0K shares14.18%2026-06-302026-07-15

ARK ETF TR ARK ETF TR211.4K shares0.94%2026-06-302026-07-15

Sponsored

ARK ETF TR ARK ETF TR189.5K shares1.75%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS104.1K shares27.26%2026-06-302026-07-15

ESGU ISHARES TR42.4K shares-0.34%2026-06-302026-07-15

AAPL APPLE INC23.4K shares-0.13%2026-06-302026-07-15

VB VANGUARD INDEX FDS15.5K shares-1.79%2026-06-302026-07-15

MSFT MICROSOFT CORP11.9K shares-4.28%2026-06-302026-07-15

ESGD ISHARES TR43.3K shares2.67%2026-06-302026-07-15

VUG VANGUARD INDEX FDS49.5K shares723.50%2026-06-302026-07-15

Sponsored

VSS VANGUARD INTL EQUITY INDEX F22.7K shares20.32%2026-06-302026-07-15

NVDA NVIDIA CORPORATION17.1K shares-3.07%2026-06-302026-07-15

CRBN ISHARES TR11.9K shares4.70%2026-06-302026-07-15

SGOV ISHARES TR27.8K shares-17.00%2026-06-302026-07-15

VO VANGUARD INDEX FDS34.6K shares465.00%2026-06-302026-07-15

IBAT ISHARES TR56.6K shares2.90%2026-06-302026-07-15

ESML ISHARES TR42.4K shares-3.44%2026-06-302026-07-15

ESGE ISHARES INC41.0K shares-1.05%2026-06-302026-07-15

Sponsored

TECH BIO-TECHNE CORP29.4K shares-21.97%2026-06-302026-07-15

EAGG ISHARES TR42.3K shares1.64%2026-06-302026-07-15

ZAP GLOBAL X FDS57.8K shares5.11%2026-06-302026-07-15

NUKZ EXCHANGE TRADED CONCEPTS TRU27.7K shares5.84%2026-06-302026-07-15

SUSC ISHARES TR61.4K shares-9.39%2026-06-302026-07-15

HEI HEICO CORP NEW3.5K shares0.00%2026-06-302026-07-15

GOOG ALPHABET INC3.5K shares-15.98%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.5K shares1.83%2026-06-302026-07-15

Sponsored

BGRN ISHARES TR18.9K shares-0.43%2026-06-302026-07-15

HEI.A HEICO CORP NEW3.4K shares0.00%2026-06-302026-07-15

AMGN AMGEN INC2.3K shares0.00%2026-06-302026-07-15

GOOGL ALPHABET INC2.3K shares-6.12%2026-06-302026-07-15

3M CO 3M CO4.8K shares0.00%2026-06-302026-07-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-15

QQQ INVESCO QQQ TR1.0K shares0.00%2026-06-302026-07-15

VTEB VANGUARD MUN BD FDS13.4K shares20.48%2026-06-302026-07-15

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC3.0K sharesnew addition2026-06-302026-07-15

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.0K sharesnew addition2026-06-302026-07-15

SUSB ISHARES TR26.1K shares29.00%2026-06-302026-07-15

ILCG ISHARES TR5.5K shares0.00%2026-06-302026-07-15

ILMN ILLUMINA INC3.6K shares0.00%2026-06-302026-07-15

BROADCOM INC BROADCOM INC1.7K shares0.97%2026-06-302026-07-15

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.5K shares-6.50%2026-06-302026-07-15

DE DEERE & CO949 shares0.00%2026-06-302026-07-15

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.8K shares0.55%2026-06-302026-07-15

AMZN AMAZON COM INC2.2K shares-0.76%2026-06-302026-07-15

IJR ISHARES TR3.3K shares1.06%2026-06-302026-07-15

IEMG ISHARES INC5.5K shares1.21%2026-06-302026-07-15

AXP AMERICAN EXPRESS CO1.3K shares0.00%2026-06-302026-07-15

CASY CASEYS GEN STORES INC555 shares0.00%2026-06-302026-07-15

NUE NUCOR CORP1.9K shares0.00%2026-06-302026-07-15

VGIT VANGUARD SCOTTSDALE FDS7.1K shares0.91%2026-06-302026-07-15

Sponsored

ISHARES TR ISHARES TR4.2K shares0.69%2026-06-302026-07-15

VISA INC VISA INC1.2K shares-0.26%2026-06-302026-07-15

BA BOEING CO1.8K shares0.00%2026-06-302026-07-15

SBUX STARBUCKS CORP3.9K shares65.56%2026-06-302026-07-15

IJH ISHARES TR4.9K shares-18.58%2026-06-302026-07-15

BSX BOSTON SCIENTIFIC CORP7.9K shares11.16%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON1.3K shares0.00%2026-06-302026-07-15

SPDW SPDR INDEX SHS FDS6.3K shares0.00%2026-06-302026-07-15

Sponsored

BNDX VANGUARD CHARLOTTE FDS6.4K sharesnew addition2026-06-302026-07-15

PEP PEPSICO INC2.2K shares0.00%2026-06-302026-07-15

ORACLE CORP ORACLE CORP2.0K shares0.00%2026-06-302026-07-15

IBIT ISHARES BITCOIN TRUST ETF8.6K shares0.00%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC493 sharesnew addition2026-06-302026-07-15

ABBVIE INC ABBVIE INC1.1K sharesnew addition2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR MANUFAC587 sharesnew addition2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC2.3K sharesnew addition2026-06-302026-07-15

Sponsored

AME AMETEK INC1.1K shares0.00%2026-06-302026-07-15

EEM ISHARES TR3.8K shares0.00%2026-06-302026-07-15

YUM YUM BRANDS INC1.6K shares0.00%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR6.7K sharesnew addition2026-06-302026-07-15

LLY ELI LILLY & CO184 sharesnew addition2026-06-302026-07-15

IVW ISHARES TR1.6K shares-15.37%2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP1.6K shares0.00%2026-06-302026-07-15

WMT WALMART INC1.8K shares0.00%2026-06-302026-07-15

Sponsored

VTV

VANGUARD INDEX FDS

7.65%

Shares111.6K

Event2026-06-30

Filed2026-07-15

JPIB

J P MORGAN EXCHANGE TRADED F

5.86%

Shares482.6K

Event2026-06-30

Filed2026-07-15

TFLO

ISHARES TR

New

Shares370.5K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

7.43%

Shares269.8K

Event2026-06-30

Filed2026-07-15

FTMN

PUTNAM ETF TRUST

22.14%

Shares1.8M

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

11.23%

Shares22.5K

Event2026-06-30

Filed2026-07-15

FLMI

FRANKLIN TEMPLETON ETF TR

14.18%

Shares535.0K

Event2026-06-30

Filed2026-07-15

ARK ETF TR

0.94%

Shares211.4K

Event2026-06-30

Filed2026-07-15

ARK ETF TR

1.75%

Shares189.5K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

27.26%

Shares104.1K

Event2026-06-30

Filed2026-07-15

ESGU

ISHARES TR

-0.34%

Shares42.4K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-0.13%

Shares23.4K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-1.79%

Shares15.5K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

-4.28%

Shares11.9K

Event2026-06-30

Filed2026-07-15

ESGD

ISHARES TR

2.67%

Shares43.3K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

723.50%

Shares49.5K

Event2026-06-30

Filed2026-07-15

VSS

VANGUARD INTL EQUITY INDEX F

20.32%

Shares22.7K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

-3.07%

Shares17.1K

Event2026-06-30

Filed2026-07-15

CRBN

ISHARES TR

4.70%

Shares11.9K

Event2026-06-30

Filed2026-07-15

SGOV

ISHARES TR

-17.00%

Shares27.8K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

465.00%

Shares34.6K

Event2026-06-30

Filed2026-07-15

IBAT

ISHARES TR

2.90%

Shares56.6K

Event2026-06-30

Filed2026-07-15

ESML

ISHARES TR

-3.44%

Shares42.4K

Event2026-06-30

Filed2026-07-15

ESGE

ISHARES INC

-1.05%

Shares41.0K

Event2026-06-30

Filed2026-07-15

TECH

BIO-TECHNE CORP

-21.97%

Shares29.4K

Event2026-06-30

Filed2026-07-15

EAGG

ISHARES TR

1.64%

Shares42.3K

Event2026-06-30

Filed2026-07-15

ZAP

GLOBAL X FDS

5.11%

Shares57.8K

Event2026-06-30

Filed2026-07-15

NUKZ

EXCHANGE TRADED CONCEPTS TRU

5.84%

Shares27.7K

Event2026-06-30

Filed2026-07-15

SUSC

ISHARES TR

-9.39%

Shares61.4K

Event2026-06-30

Filed2026-07-15

HEI

HEICO CORP NEW

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

-15.98%

Shares3.5K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

1.83%

Shares1.5K

Event2026-06-30

Filed2026-07-15

BGRN

ISHARES TR

-0.43%

Shares18.9K

Event2026-06-30

Filed2026-07-15

HEI.A

HEICO CORP NEW

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-15

AMGN

AMGEN INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

-6.12%

Shares2.3K

Event2026-06-30

Filed2026-07-15

3M CO

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

VTEB

VANGUARD MUN BD FDS

20.48%

Shares13.4K

Event2026-06-30

Filed2026-07-15

HONEYWELL INTL INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-15

HONEYWELL AEROSPACE INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-15

SUSB

ISHARES TR

29.00%

Shares26.1K

Event2026-06-30

Filed2026-07-15

ILCG

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-15

ILMN

ILLUMINA INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

0.97%

Shares1.7K

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

-6.50%

Shares1.5K

Event2026-06-30

Filed2026-07-15

DEERE & CO

0.00%

Shares949

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

0.55%

Shares1.8K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

-0.76%

Shares2.2K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

1.06%

Shares3.3K

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

1.21%

Shares5.5K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

CASY

CASEYS GEN STORES INC

0.00%

Shares555

Event2026-06-30

Filed2026-07-15

NUE

NUCOR CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-15

VGIT

VANGUARD SCOTTSDALE FDS

0.91%

Shares7.1K

Event2026-06-30

Filed2026-07-15

ISHARES TR

0.69%

Shares4.2K

Event2026-06-30

Filed2026-07-15

VISA INC

-0.26%

Shares1.2K

Event2026-06-30

Filed2026-07-15

BOEING CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-15

SBUX

STARBUCKS CORP

65.56%

Shares3.9K

Event2026-06-30

Filed2026-07-15

IJH

ISHARES TR

-18.58%

Shares4.9K

Event2026-06-30

Filed2026-07-15

BSX

BOSTON SCIENTIFIC CORP

11.16%

Shares7.9K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

SPDW

SPDR INDEX SHS FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-15

BNDX

VANGUARD CHARLOTTE FDS

New

Shares6.4K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

New

Shares493

Event2026-06-30

Filed2026-07-15

ABBVIE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares587

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-15

AME

AMETEK INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

EEM

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-15

YUM

YUM BRANDS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

New

Shares6.7K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

New

Shares184

Event2026-06-30

Filed2026-07-15

IVW

ISHARES TR

-15.37%

Shares1.6K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available