Greater Midwest Financial Group, LLC Portfolio Holdings

Greater Midwest Financial Group, LLC

  • $158 Billion
  • Q4 2024

Greater Midwest Financial Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.6B, Apple Inc. with a value of $13.6B, American Centy ETF Tr Avantis with a value of $13.1B, Alphabet Inc. with a value of $12.5B, and Amazon Com Inc with a value of $12.2B.

Examining the 13F form we can see an decrease of $12.5B in the current position value, from $170B to 158B.

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 $158 Billion
Technology: $61.3 Billion
ETFs: $22.2 Billion
Communication Services: $20.5 Billion
Consumer Cyclical: $13 Billion
Financial Services: $11.8 Billion
Healthcare: $8.09 Billion
Industrials: $4.21 Billion
Consumer Defensive: $473 Million
Other: $37.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $158 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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