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 Market Cap. of $50 Millions to $300 Millions

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

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
Track This Portfolio

Track Greater Midwest Financial Group, LLC Portfolio

Follow Greater Midwest Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greater Midwest Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greater Midwest Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email