Midwest Financial Group LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 105 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 $9.81B, Ishares S&P 500 Growth ETF with a value of $8.75B, Apple Inc. with a value of $8.12B, Advanced Micro Devices Inc with a value of $6.78B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $6.18B.

Examining the 13F form we can see an increase of $8.32B in the current position value, from $149B to 157B.

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 $157 Billion
ETFs: $93.1 Billion
Technology: $24.1 Billion
Financial Services: $6.71 Billion
Energy: $6.41 Billion
Consumer Defensive: $4.67 Billion
Industrials: $4.12 Billion
Consumer Cyclical: $2.84 Billion
Healthcare: $2.03 Billion
Other: $3.12 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $157 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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