Greater Midwest Financial Group, LLC Portfolio Holdings

Greater Midwest Financial Group, LLC

  • $131 Billion
  • Q2 2025

Greater Midwest Financial Group, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.2B, Amazon Com Inc with a value of $11.1B, Alphabet Inc. with a value of $10.5B, Netflix Inc with a value of $7.13B, and Salesforce, Inc. with a value of $6.61B.

Examining the 13F form we can see an decrease of $12.5B in the current position value, from $143B to 131B.

Greater Midwest Financial Group, LLC is based out at St. Paul, MN

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

Portfolio value $131 Billion
Technology: $49.6 Billion
Communication Services: $25.7 Billion
ETFs: $13.9 Billion
Consumer Cyclical: $11.6 Billion
Financial Services: $11.3 Billion
Healthcare: $10 Billion
Industrials: $3.22 Billion
Utilities: $1.17 Billion
Other: $534 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$17.2 Billion 13.16% of portfolio
34,632
Q2 2025 Reduced 13.82%
$2.26T
$11.1 Billion 8.48% of portfolio
50,638
Q2 2025 Reduced 10.68%
$1.21T
$10.5 Billion 8.03% of portfolio
59,661
Q2 2025 Reduced 11.61%
$545B
$7.13 Billion 5.45% of portfolio
5,324
Q2 2025 Added 0.51%
$232B
$6.61 Billion 5.04% of portfolio
24,223
Q2 2025 Added 12.89%
$1.78T
$6.15 Billion 4.7% of portfolio
8,334
Q2 2025 Added 2.25%
$0
$5.45 Billion 4.16% of portfolio
95,907
Q2 2025 Added 7.16%
$3.69T
$5.4 Billion 4.12% of portfolio
26,306
Q2 2025 Reduced 45.23%
$456B
$5.27 Billion 4.03% of portfolio
33,377
Q2 2025 Added 60.71%
$0
$4.34 Billion 3.32% of portfolio
79,819
Q2 2025 New
$621B
$4.14 Billion 3.16% of portfolio
8,514
Q2 2025 Added 2.5%
$93.6B
$3.8 Billion 2.9% of portfolio
7,455
Q2 2025 Added 0.27%
$229B
$3.4 Billion 2.6% of portfolio
25,010
Q2 2025 Added 311.15%
$52.5B
$3.24 Billion 2.47% of portfolio
15,813
Q2 2025 Added 3.18%
$859B
$3.09 Billion 2.36% of portfolio
10,642
Q2 2025 Reduced 0.32%
$73.5B
$2.72 Billion 2.08% of portfolio
25,751
Q2 2025 Added 5.27%
$173B
$2.06 Billion 1.57% of portfolio
12,923
Q2 2025 New
$245B
$1.99 Billion 1.52% of portfolio
6,379
Q2 2025 Added 24.15%
$314B
$1.86 Billion 1.42% of portfolio
7,787
Q2 2025 New
$0
$1.8 Billion 1.37% of portfolio
81,716
Q2 2025 Added 13.86%
$551B
$1.74 Billion 1.33% of portfolio
4,906
Q2 2025 New
$187B
$1.7 Billion 1.3% of portfolio
4,191
Q2 2025 New
$55.9B
$1.64 Billion 1.26% of portfolio
8,167
Q2 2025 Added 5.23%
$282B
$1.45 Billion 1.11% of portfolio
10,250
Q2 2025 Added 3.09%
$141B
$1.17 Billion 0.9% of portfolio
16,909
Q2 2025 New
$0
$1.17 Billion 0.89% of portfolio
18,298
Q2 2025 Reduced 3.67%
$94.7B
$1.09 Billion 0.83% of portfolio
1,488
Q2 2025 Added 0.27%
$608B
$1.06 Billion 0.81% of portfolio
1,354
Q2 2025 Added 1.04%
$0
$887 Million 0.68% of portfolio
38,495
Q2 2025 Added 1.69%
$684B
$833 Million 0.64% of portfolio
3,812
Q2 2025 Added 0.98%
$0
$718 Million 0.55% of portfolio
7,650
Q2 2025 Added 0.35%
$0
$686 Million 0.52% of portfolio
2,460
Q2 2025 Reduced 4.35%
$127B
$649 Million 0.5% of portfolio
2,356
Q2 2025 Reduced 8.82%
Ishares Tr
-
$467 Million 0.36% of portfolio
-
Q2 2025 Added 5.72%
$210B
$440 Million 0.34% of portfolio
1,492
Q2 2025 Added 1.36%
$351B
$438 Million 0.33% of portfolio
2,358
Q2 2025 Reduced 3.16%
$0
$420 Million 0.32% of portfolio
19,973
Q2 2025 Reduced 7.08%
Ishares Tr
-
$400 Million 0.31% of portfolio
-
Q2 2025 Reduced 1.44%
$0
$379 Million 0.29% of portfolio
3,959
Q2 2025 New
$0
$369 Million 0.28% of portfolio
668
Q2 2025 Reduced 13.36%
$68B
$344 Million 0.26% of portfolio
7,596
Q2 2025 Added 1.63%
$203B
$343 Million 0.26% of portfolio
4,339
Q2 2025 Reduced 2.45%
$254B
$321 Million 0.25% of portfolio
453
Q2 2025 Reduced 88.42%
$293B
$311 Million 0.24% of portfolio
4,487
Q2 2025 Added 1.63%
$368B
$302 Million 0.23% of portfolio
1,893
Q2 2025 New
$78.6B
$294 Million 0.22% of portfolio
2,209
Q2 2025 Reduced 12.65%
$0
$287 Million 0.22% of portfolio
11,256
Q2 2025 Added 1.27%
$405B
$286 Million 0.22% of portfolio
779
Q2 2025 Added 2.37%
$0
$247 Million 0.19% of portfolio
2,713
Q2 2025 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $131 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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