Midwestern Financial, LLC /Ia New Holdings in Q2 2025

Midwestern Financial, LLC /Ia

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
12.8K
New
$496.48 - $617.85 $6.38M - $7.94M
12.8K $7.94B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
75.7K
New
$96.84 - $99.46 $7.33M - $7.53M
75.7K $7.51B
FLV
American Centy ETF Tr Focused

ETFs
102K
New
$62.33 - $69.79 $6.33M - $7.09M
102K $7.09B
VTV
Vanguard Value ETF

ETFs
34K
New
$153.67 - $176.74 $5.23M - $6.01M
34K $6.01B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
250K
New
$19.1 - $23.83 $4.77M - $5.96M
250K $5.96B
AVDE
American Centy ETF Tr Avantis

ETFs
67K
New
$59.32 - $74.36 $3.97M - $4.98M
67K $4.96B
AVEM
American Centy ETF Tr Avantis

ETFs
70.8K
New
$53.08 - $68.54 $3.76M - $4.85M
70.8K $4.85B
VTI
Vanguard Total Stock Market Et

ETFs
15.3K
New
$243.75 - $303.93 $3.74M - $4.67M
15.3K $4.66B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
76K
New
$49.48 - $61.22 $3.76M - $4.65M
76K $4.63B
VEA
Vanguard Ftse Developed Market

ETFs
59K
New
$45.65 - $57.01 $2.69M - $3.36M
59K $3.36B
VBR
Vanguard Small Cap Value ETF

ETFs
15.8K
New
$162.76 - $195.77 $2.57M - $3.1M
15.8K $3.08B
VT
Vanguard Total World Stk Index

ETFs
21.2K
New
$103.16 - $128.52 $2.18M - $2.72M
21.2K $2.72B
VGSH
Vanguard

ETFs
43.9K
New
$58.32 - $58.95 $2.56M - $2.59M
43.9K $2.58B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.39K
New
$416.06 - $551.64 $1.82M - $2.42M
4.39K $2.42B
META
Meta Platforms, Inc.

Communication Services
3.27K
New
$484.66 - $738.09 $1.59M - $2.42M
3.27K $2.42B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46.8K
New
$50.09 - $51.09 $2.34M - $2.39M
46.8K $2.39B
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.2K
New
$152.42 - $182.82 $1.7M - $2.04M
11.2K $2.04B
SUB
Ishares Short Term National Mu

ETFs
18.6K
New
$104.77 - $106.34 $1.95M - $1.98M
18.6K $1.98B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
36.9K
New
$48.13 - $49.85 $1.78M - $1.84M
36.9K $1.81B
VIG
Vanguard Dividend Appreciation

ETFs
7.84K
New
N/A
7.84K $1.61B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31.5K
New
$39.89 - $49.46 $1.26M - $1.56M
31.5K $1.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.94K
New
$483.48 - $539.8 $1.42M - $1.59M
2.94K $1.43B
NVDA
Nvidia Corp

Technology
8.7K
New
$94.31 - $157.99 $820K - $1.37M
8.7K $1.37B
ROP
Roper Technologies Inc

Industrials
2.34K
New
$519.19 - $590.78 $1.21M - $1.38M
2.34K $1.33B
TAXF
American Centy ETF Tr Diversif

ETFs
25.2K
New
$47.8 - $49.79 $1.2M - $1.25M
25.2K $1.23B
SHYD
Vaneck Short High Yield Muni E

ETFs
50.9K
New
$21.84 - $22.79 $1.11M - $1.16M
50.9K $1.15B
VO
Vanguard Mid Cap ETF

ETFs
4.1K
New
$228.54 - $279.83 $937K - $1.15M
4.1K $1.15B
SCHA
Schwab Strategic Tr Us Small C

ETFs
44.5K
New
$20.42 - $25.3 $909K - $1.13M
44.5K $1.13B
SBUX
Starbucks Corp

Consumer Cyclical
11.6K
New
$79.69 - $99.41 $924K - $1.15M
11.6K $1.06B
MUB
Ishares National Muni Bond ETF

ETFs
9.95K
New
$102.31 - $105.8 $1.02M - $1.05M
9.95K $1.04B
AAPL
Apple Inc.

Technology
4.68K
New
$172.42 - $223.89 $807K - $1.05M
4.68K $961M
XLI
Industrial Sector Spdr

ETFs
6.4K
New
$116.42 - $147.52 $745K - $943K
6.4K $943M
VGT
Vanguard Information Technolog

ETFs
1.23K
New
$470.37 - $663.28 $579K - $817K
1.23K $817M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.53K
New
$105.23 - $109.61 $687K - $716K
6.53K $716M
AMZN
Amazon Com Inc

Consumer Cyclical
2.83K
New
$167.32 - $223.3 $473K - $631K
2.83K $620M
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
13.5K
New
N/A
13.5K $615M
MSFT
Microsoft Corp

Technology
1.18K
New
$354.56 - $497.45 $419K - $587K
1.18K $587M
ACWI
Ishares Msci Acwi ETF

ETFs
4.49K
New
$103.59 - $128.6 $465K - $577K
4.49K $577M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.88K
New
$50.52 - $50.92 $499K - $503K
9.88K $503M
JPHY
Jp Morgan High Yield Research

ETFs
10.4K
New
N/A
10.4K $486M
WMT
Walmart Inc.

Consumer Defensive
4.44K
New
$81.79 - $99.98 $363K - $444K
4.44K $434M
VB
Vanguard Small Cap ETF

ETFs
1.81K
New
$193.73 - $237.37 $350K - $429K
1.81K $428M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.02K
New
$49.57 - $50.27 $398K - $403K
8.02K $403M
Te Connectivity PLC
2.32K
New
N/A
2.32K $391M
HDV
Ishares Core High Dividend ETF

ETFs
2.96K
New
$108.41 - $120.51 $321K - $357K
2.96K $347M
XLB
Select Sector Spdr Fd Material

ETFs
3.9K
New
$74.27 - $88.92 $289K - $347K
3.9K $342M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.23K
New
$72.02 - $73.82 $305K - $313K
4.23K $312M
Vanguard Wellington Fd
2.93K
New
N/A
2.93K $295M
SPMD
Spdr Portfolio

ETFs
4.57K
New
$44.89 - $54.38 $205K - $249K
4.57K $249M
Activity Summary
Buys All Purchases 54 New Holdings 54 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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