Midwest Financial Group LLC Portfolio Holdings

Midwest Financial Group LLC

  • $149 Billion
  • Q1 2024

Midwest Financial Group LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $9.93B, Advanced Micro Devices Inc with a value of $7.54B, Ishares S&P 500 Growth ETF with a value of $7.05B, Apple Inc. with a value of $6.55B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $6.29B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $134B to 149B.

Midwest Financial Group LLC is based out at Overland Park, KS

Below you can find more details about Midwest Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $88.7 Billion
Technology: $22 Billion
Energy: $6.5 Billion
Financial Services: $6.33 Billion
Consumer Defensive: $5.34 Billion
Industrials: $4.49 Billion
Consumer Cyclical: $2.81 Billion
Healthcare: $2.15 Billion
Other: $3.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.93 Billion 6.67% of portfolio
123,097
Q1 2024 Reduced 11.06%
$278B
$7.54 Billion 5.07% of portfolio
41,788
Q1 2024 Reduced 1.26%
$0
$7.05 Billion 4.73% of portfolio
83,440
Q1 2024 Added 60.15%
$3.64T
$6.55 Billion 4.4% of portfolio
38,192
Q1 2024 Added 4.26%
-
$6.29 Billion 4.22% of portfolio
-
Q1 2024 Reduced 6.86%
$0
$5.84 Billion 3.93% of portfolio
53,656
Q1 2024 Reduced 1.92%
$0
$5.21 Billion 3.5% of portfolio
11,740
Q1 2024 Reduced 0.64%
$0
$4.26 Billion 2.86% of portfolio
88,223
Q1 2024 Reduced 0.78%
$0
$4.13 Billion 2.78% of portfolio
44,103
Q1 2024 Added 36.62%
$0
$3.97 Billion 2.66% of portfolio
25,434
Q1 2024 Added 1.12%
$0
$3.89 Billion 2.61% of portfolio
6,992
Q1 2024 Added 4.0%
$3.49T
$3.88 Billion 2.6% of portfolio
9,214
Q1 2024 Added 0.02%
$0
$3.67 Billion 2.46% of portfolio
40,799
Q1 2024 Added 43.76%
$0
$3.03 Billion 2.04% of portfolio
27,429
Q1 2024 Added 808.85%
$36.8B
$2.92 Billion 1.96% of portfolio
36,437
Q1 2024 Reduced 0.92%
$0
$2.56 Billion 1.72% of portfolio
27,148
Q1 2024 Added 8.33%
$0
$2.17 Billion 1.46% of portfolio
101,423
Q1 2024 Reduced 3.02%
$0
$2.07 Billion 1.39% of portfolio
90,684
Q1 2024 Added 1.18%
$0
$2.02 Billion 1.35% of portfolio
21,311
Q1 2024 Added 13.37%
$0
$1.95 Billion 1.31% of portfolio
10,158
Q1 2024 Added 7.75%
$0
$1.88 Billion 1.26% of portfolio
53,664
Q1 2024 Added 5.61%
$0
$1.81 Billion 1.21% of portfolio
39,281
Q1 2024 Added 0.05%
$0
$1.8 Billion 1.21% of portfolio
62,826
Q1 2024 Added 2.95%
$0
$1.69 Billion 1.13% of portfolio
59,489
Q1 2024 New
$110B
$1.63 Billion 1.09% of portfolio
8,420
Q1 2024 Added 3.69%
$472B
$1.61 Billion 1.08% of portfolio
13,830
Q1 2024 Added 3.23%
$535B
$1.43 Billion 0.96% of portfolio
3,407
Q1 2024 Added 16.76%
$58B
$1.41 Billion 0.95% of portfolio
31,556
Q1 2024 Added 1.96%
$0
$1.34 Billion 0.9% of portfolio
17,502
Q1 2024 Reduced 3.86%
$0
$1.25 Billion 0.84% of portfolio
62,881
Q1 2024 Added 1.13%
$14.9B
$1.23 Billion 0.83% of portfolio
53,990
Q1 2024 Reduced 1.15%
$0
$1.22 Billion 0.82% of portfolio
18,539
Q1 2024 Added 0.99%
$0
$1.17 Billion 0.78% of portfolio
2,233
Q1 2024 Added 7.0%
$0
$1.12 Billion 0.75% of portfolio
7,593
Q1 2024 Added 3.48%
$0
$1.04 Billion 0.7% of portfolio
15,862
Q1 2024 Added 30.61%
$38.3B
$991 Million 0.67% of portfolio
23,595
Q1 2024 Reduced 0.86%
$30.8B
$980 Million 0.66% of portfolio
19,528
Q1 2024 Reduced 0.45%
$28.9B
$976 Million 0.66% of portfolio
6,253
Q1 2024 Added 13.65%
$276B
$972 Million 0.65% of portfolio
15,892
Q1 2024 Reduced 1.36%
$391B
$974 Million 0.65% of portfolio
6,006
Q1 2024 Added 0.6%
$2.04T
$946 Million 0.64% of portfolio
5,242
Q1 2024 Added 7.79%
$226B
$949 Million 0.64% of portfolio
5,425
Q1 2024 Added 5.26%
$0
$934 Million 0.63% of portfolio
15,300
Q1 2024 Added 0.31%
$0
$912 Million 0.61% of portfolio
11,791
Q1 2024 Reduced 0.8%
$0
$899 Million 0.6% of portfolio
17,126
Q1 2024 Reduced 1.44%
$70B
$879 Million 0.59% of portfolio
23,700
Q1 2024 Reduced 27.6%
$0
$846 Million 0.57% of portfolio
7,863
Q1 2024 Reduced 1.85%
$0
$830 Million 0.56% of portfolio
3,192
Q1 2023 New
$173B
$821 Million 0.55% of portfolio
19,557
Q1 2024 Added 0.57%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $149 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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