Greater Midwest Financial Group, LLC has filed its 13F form on September 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.6B, Spdr S&P 500 ETF Trust with a value of $13.7B, Fidelity High Dividend ETF with a value of $13.2B, Apple Inc. with a value of $11.5B, and Goldman Sachs ETF Tr with a value of $10.9B.

Examining the 13F form we can see an decrease of $1.9B in the current position value, from $160B to 158B. Also it can be appreciated an additional of 6 stocks purchases and 4 closed positions.

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: $50.8 Billion
ETFs: $43.7 Billion
Communication Services: $14.7 Billion
Healthcare: $13.4 Billion
Consumer Cyclical: $9.55 Billion
Financial Services: $7.16 Billion
Industrials: $5.39 Billion
Consumer Defensive: $520 Million
Other: $50.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $158 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q2 2024
  • Filing Date September 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 12 stocks
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