Midwest Financial Group LLC Incresed Positions in Q4 2024

Midwest Financial Group LLC

  • $174 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
16.7K
+ 21.71%
$94.37 - $106.41 $1.57M - $1.77M
93.5K $9.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.51K
+ 3.26%
$94.43 - $105.47 $332K - $371K
111K $11.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
52.9K
+ 532.13%
$25.93 - $105.3 $1.37M - $5.57M
62.9K $1.75B
AVLV
American Centy ETF Tr Avantis
6.73K
+ 11.65%
$65.51 - $71.22 $441K - $479K
64.4K $4.3B
COST
Costco Wholesale Corp

Consumer Defensive
469
+ 131.74%
$873.59 - $994.69 $410K - $467K
825 $755M
GOOGL
Alphabet Inc.

Communication Services
1.09K
+ 21.09%
$161.86 - $196.66 $176K - $214K
6.24K $1.18B
BA
Boeing CO

Industrials
222
+ 2.6%
$138.14 - $180.72 $30.7K - $40.1K
8.78K $1.55B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
456
+ 84.13%
$521.84 - $558.82 $238K - $255K
998 $538M
VTV
Vanguard Value ETF

ETFs
1.43K
+ 40.2%
$168.32 - $181.87 $241K - $260K
4.99K $844M
AMZN
Amazon Com Inc

Consumer Cyclical
99
+ 1.82%
$180.88 - $232.93 $17.9K - $23.1K
5.53K $1.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
219
+ 9.44%
$567.81 - $607.81 $124K - $133K
2.54K $1.49B
AVGO
Broadcom Inc.

Technology
1
+ 0.04%
$159.67 - $250.0 $160 - $250
2.22K $516M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
360
+ 8.0%
$442.29 - $483.08 $159K - $174K
4.86K $2.2B
VOE
Vanguard Mid Cap Value Index F

ETFs
1.48K
+ 5.87%
$160.89 - $176.18 $238K - $261K
26.7K $4.32B
NVDA
Nvidia Corp

Technology
100
+ 1.86%
$117.0 - $148.88 $11.7K - $14.9K
5.48K $736M
V
Visa Inc.

Financial Services
24
+ 1.4%
$273.87 - $320.91 $6.57K - $7.7K
1.74K $551M
USB
Us Bancorp \De\

Financial Services
25
+ 0.08%
$43.98 - $53.66 $1.1K - $1.34K
31.9K $1.52B
XLE
Energy Sector Spdr

ETFs
1.52K
+ 5.18%
$83.32 - $97.27 $127K - $148K
30.9K $2.65B
VTI
Vanguard Total Stock Market Et

ETFs
94
+ 2.89%
$280.04 - $302.45 $26.3K - $28.4K
3.34K $969M
MA
Mastercard Inc

Financial Services
1
+ 0.07%
$491.3 - $536.15 $491 - $536
1.36K $718M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
47K
+ 113.76%
$22.63 - $47.53 $1.06M - $2.23M
88.3K $2B
PYPL
Pay Pal Holdings, Inc.

Financial Services
150
+ 5.02%
$77.25 - $91.3 $11.6K - $13.7K
3.14K $268M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31K
+ 201.05%
$22.01 - $66.82 $681K - $2.07M
46.4K $1.05B
VO
Vanguard Mid Cap ETF

ETFs
91
+ 11.21%
$261.5 - $284.63 $23.8K - $25.9K
903 $239M
MARB
First Tr Exchange Traded Fd Ii

ETFs
934
+ 1.42%
$19.62 - $19.93 $18.3K - $18.6K
66.6K $1.32B
XLC
Select Sector Spdr Tr Communic

ETFs
3
+ 0.09%
$89.66 - $102.16 $269 - $306
3.21K $310M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
625
+ 2.0%
$113.92 - $127.38 $71.2K - $79.6K
31.8K $3.67B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
27
+ 0.37%
$563.99 - $620.12 $15.2K - $16.7K
7.26K $4.13B
IAU
Ishares Gold Trust

ETFs
185
+ 0.84%
$48.37 - $52.65 $8.95K - $9.74K
22.3K $1.1B
FITB
Fifth Third Bancorp

Financial Services
200
+ 1.46%
$41.76 - $48.44 $8.35K - $9.69K
13.9K $588M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7
+ 0.41%
$126.68 - $134.74 $887 - $943
1.71K $218M
CVX
Chevron Corp

Energy
14
+ 0.44%
$141.15 - $162.53 $1.98K - $2.28K
3.18K $460M
MUB
Ishares National Muni Bond ETF

ETFs
43
+ 0.53%
$105.78 - $108.7 $4.55K - $4.67K
8.13K $866M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
3.85K
+ 1.43%
N/A
274K $6.64B
VBR
Vanguard Small Cap Value ETF

ETFs
60
+ 0.54%
$197.36 - $217.3 $11.8K - $13K
11.2K $2.22B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
22
+ 0.24%
$88.59 - $94.57 $1.95K - $2.08K
9.05K $804M
TSCO
Tractor Supply CO

Consumer Cyclical
4.84K
+ 400.0%
$52.59 - $303.74 $255K - $1.47M
6.05K $321M
UNP
Union Pacific Corp

Industrials
8
+ 0.43%
$223.15 - $249.32 $1.79K - $1.99K
1.85K $422M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.59K
+ 101.17%
$18.41 - $40.87 $158K - $351K
17.1K $316M
SOXX
Ishares Semiconductor ETF

ETFs
303
+ 4.56%
$211.27 - $239.8 $64K - $72.7K
6.95K $1.5B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
658
+ 0.72%
$48.48 - $49.47 $31.9K - $32.6K
92.1K $4.48B
OGS
One Gas, Inc.

Utilities
1
+ 0.01%
$66.96 - $78.69 $67 - $78.7
7.12K $493M
MSFT
Microsoft Corp

Technology
62
+ 0.66%
$406.35 - $454.46 $25.2K - $28.2K
9.44K $3.98B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
2.52K
+ 3.87%
$26.01 - $28.19 $65.5K - $71K
67.7K $1.77B
LGOV
First Tr ETF Iv Long Duration

ETFs
956
+ 0.89%
$20.75 - $22.49 $19.8K - $21.5K
108K $2.26B
FEM
First Trust Emerging Markets A

ETFs
1.1K
+ 1.16%
$22.03 - $24.21 $24.1K - $26.5K
95.6K $2.11B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.74K
+ 5.27%
$87.1 - $98.49 $151K - $171K
34.6K $3.02B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
261K
+ 202.37%
$26.93 - $84.95 $7.03M - $22.2M
390K $10.7B
MU
Micron Technology Inc

Technology
1.33K
+ 6.6%
$84.16 - $113.41 $112K - $151K
21.5K $1.81B
Activity Summary
Buys All Purchases 57 New Holdings 7 Increased Positions 50 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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