Midwest Capital Advisors, LLC Portfolio Holdings

Midwest Capital Advisors, LLC

  • $190 Billion
  • Q2 2025

Midwest Capital Advisors, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Trust with a value of $25B, Schwab Strategic Tr Us Large C with a value of $23B, Ishares Msci Usa Quality Facto with a value of $19.2B, Blackrock ETF Tr U S Equity Fa with a value of $18.1B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $11.5B.

Examining the 13F form we can see an increase of $26.8B in the current position value, from $163B to 190B.

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 $190 Billion
ETFs: $140 Billion
Technology: $1.85 Billion
Healthcare: $956 Million
Utilities: $614 Million
Consumer Cyclical: $539 Million
Industrials: $433 Million
Consumer Defensive: $278 Million
Energy: $222 Million
Other: $481 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$818M
$499,000 0.0% of portfolio
217
Q4 2024 New
$1.52B
$1.26 Million 0.0% of portfolio
45
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $190 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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