Midwest Financial Group LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $174 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $11.3B, Schwab Strategic Tr Us Dividen with a value of $10.7B, Apple Inc. with a value of $9.26B, American Centy ETF Tr Avantis with a value of $9.03B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $6.64B.

Examining the 13F form we can see an increase of $3.86B in the current position value, from $170B to 174B.

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 $174 Billion
ETFs: $110 Billion
Technology: $22.6 Billion
Financial Services: $8.24 Billion
Energy: $6.31 Billion
Industrials: $4.21 Billion
Consumer Cyclical: $3.06 Billion
Consumer Defensive: $3.04 Billion
Communication Services: $1.6 Billion
Other: $2.74 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $174 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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