Midwest Capital Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $29.3B, Ishares Msci Usa Quality Facto with a value of $15.1B, Blackrock ETF Tr U S Equity Fa with a value of $14.2B, Ishares Inc Msci Emerging Mkts with a value of $6.62B, and Spdr Ser Tr Spdr Portfolio Mor with a value of $5.81B.

Examining the 13F form we can see an increase of $137B in the current position value.

Midwest Capital Advisors, LLC is based out at Grand Rapids, MI

Below you can find more details about Midwest Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $125 Billion
Technology: $1.73 Billion
Consumer Cyclical: $580 Million
Utilities: $565 Million
Healthcare: $496 Million
Industrials: $424 Million
Consumer Defensive: $271 Million
Energy: $203 Million
Other: $451 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 191
  • Current Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 191 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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