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Size ($ in 1000's)
At 03/31/2024: $148,843
At 12/31/2023: $133,989
Midwest Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Midwest Financial Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Midwest Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Midwest Financial Group LLC.
In the Midwest Financial Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Midwest Financial Group LLC in that top holding, then the share count change between reporting periods, and finally the Midwest Financial Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
123,097 |
-15,314 |
$9,925 | | SCHD | 123,097 | -15,314 | $9,925 | | ADVANCED MICRO DEVICES INC |
41,788 |
-535 |
$7,542 | | AMD | 41,788 | -535 | $7,542 | | ISHARES TR (IVW) |
83,440 |
+31,339 |
$7,046 | | IVW | 83,440 | +31,339 | $7,046 | | APPLE INC |
38,192 |
+1,561 |
$6,549 | | AAPL | 38,192 | +1,561 | $6,549 | | FIRST TR EXCHANGE TRADED FD (RDVI) |
256,832 |
-18,903 |
$6,287 | | RDVI | 256,832 | -18,903 | $6,287 | | ISHARES TR (LQD) |
53,656 |
-1,049 |
$5,844 | | LQD | 53,656 | -1,049 | $5,844 | | INVESCO QQQ TR |
11,740 |
-76 |
$5,213 | | QQQ | 11,740 | -76 | $5,213 | | FIRST TR EXCHANGE TRADED FD (LMBS) |
88,223 |
-698 |
$4,257 | | LMBS | 88,223 | -698 | $4,257 | | AMERICAN CENTY ETF TR (AVUV) |
44,103 |
+11,822 |
$4,133 | | AVUV | 44,103 | +11,822 | $4,133 | | VANGUARD INDEX FDS (VOE) |
25,434 |
+282 |
$3,965 | | VOE | 25,434 | +282 | $3,965 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
6,992 |
+269 |
$3,891 | | MDY | 6,992 | +269 | $3,891 | | MICROSOFT CORP |
9,214 |
+2 |
$3,876 | | MSFT | 9,214 | +2 | $3,876 | | VANECK ETF TRUST (MOAT) |
40,799 |
+12,420 |
$3,668 | | MOAT | 40,799 | +12,420 | $3,668 | | ISHARES TR (IJR) |
27,429 |
+24,411 |
$3,031 | | IJR | 27,429 | +24,411 | $3,031 | | ONEOK INC NEW |
36,437 |
-337 |
$2,921 | | OKE | 36,437 | -337 | $2,921 | | SELECT SECTOR SPDR TR (XLE) |
27,148 |
+2,088 |
$2,563 | | XLE | 27,148 | +2,088 | $2,563 | | MICRON TECHNOLOGY INC |
19,810 |
+2,115 |
$2,335 | | MU | 19,810 | +2,115 | $2,335 | | FIRST TR EXCHANGE TRADED FD (LGOV) |
101,423 |
-3,161 |
$2,168 | | LGOV | 101,423 | -3,161 | $2,168 | | FIRST TR EXCH TRD ALPHDX FD (FEM) |
90,684 |
+1,057 |
$2,074 | | FEM | 90,684 | +1,057 | $2,074 | | ISHARES TR (TLT) |
21,311 |
+2,513 |
$2,016 | | TLT | 21,311 | +2,513 | $2,016 | | VANGUARD INDEX FDS (VBR) |
10,158 |
+731 |
$1,949 | | VBR | 10,158 | +731 | $1,949 | | FIRST TR EXCHANGE TRADED FD (FICS) |
53,664 |
+2,853 |
$1,877 | | FICS | 53,664 | +2,853 | $1,877 | | SCHWAB STRATEGIC TR |
39,281 |
+18 |
$1,807 | | SCHZ | 39,281 | +18 | $1,807 | | LITMAN GREGORY FDS TR |
62,826 |
+1,798 |
$1,802 | | DBMF | 62,826 | +1,798 | $1,802 | | FIRST TR EXCHNG TRADED FD VI (BUFQ) |
59,489 |
+59,489 |
$1,685 | | BUFQ | 59,489 | +59,489 | $1,685 | | BOEING CO |
8,420 |
+300 |
$1,625 | | BA | 8,420 | +300 | $1,625 | | EXXON MOBIL CORP |
13,830 |
+433 |
$1,608 | | XOM | 13,830 | +433 | $1,608 |  BERKSHIRE HATHAWAY INC DEL |
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$1,433 | | BRK.B | 3,407 | +489 | $1,433 | | US BANCORP DEL |
31,556 |
+606 |
$1,411 | | USB | 31,556 | +606 | $1,411 | | SELECT SECTOR SPDR TR (XLP) |
17,502 |
-702 |
$1,336 | | XLP | 17,502 | -702 | $1,336 | | FIRST TR EXCH TRADED FD III (MARB) |
62,881 |
+700 |
$1,245 | | MARB | 62,881 | +700 | $1,245 | | ISHARES SILVER TR (SLV) |
53,990 |
-630 |
$1,228 | | SLV | 53,990 | -630 | $1,228 | | INVESCO EXCH TRADED FD TR II (SPLV) |
18,539 |
+181 |
$1,221 | | SPLV | 18,539 | +181 | $1,221 | | SPDR S&P 500 ETF TR (SPY) |
2,233 |
+146 |
$1,168 | | SPY | 2,233 | +146 | $1,168 | | SELECT SECTOR SPDR TR (XLV) |
7,593 |
+255 |
$1,122 | | XLV | 7,593 | +255 | $1,122 | | SELECT SECTOR SPDR TR (XLU) |
15,862 |
+3,717 |
$1,041 | | XLU | 15,862 | +3,717 | $1,041 | | ISHARES GOLD TR (IAU) |
23,595 |
-205 |
$991 | | IAU | 23,595 | -205 | $991 | | DEVON ENERGY CORP NEW |
19,528 |
-89 |
$980 | | DVN | 19,528 | -89 | $980 | | DOLLAR GEN CORP NEW |
6,253 |
+751 |
$976 | | DG | 6,253 | +751 | $976 | | PROCTER AND GAMBLE CO |
6,006 |
+36 |
$974 | | PG | 6,006 | +36 | $974 | | COCA COLA CO |
15,892 |
-219 |
$972 | | KO | 15,892 | -219 | $972 | | PEPSICO INC |
5,425 |
+271 |
$949 | | PEP | 5,425 | +271 | $949 | | AMAZON COM INC |
5,242 |
+379 |
$946 | | AMZN | 5,242 | +379 | $946 | | SCHWAB STRATEGIC TR |
15,300 |
+47 |
$934 | | SCHB | 15,300 | +47 | $934 | | VANGUARD SCOTTSDALE FDS (VCSH) |
11,791 |
-95 |
$912 | | VCSH | 11,791 | -95 | $912 | | PIMCO ETF TR (MUNI) |
17,126 |
-250 |
$899 | | MUNI | 17,126 | -250 | $899 | | CSX CORP |
23,700 |
-9,035 |
$879 | | CSX | 23,700 | -9,035 | $879 | | ISHARES TR (MUB) |
7,863 |
-148 |
$846 | | MUB | 7,863 | -148 | $846 | | VANGUARD INDEX FDS (VTI) |
3,192 |
UNCH |
$830 | | VTI | 3,192 | UNCH | $830 | | VERIZON COMMUNICATIONS INC |
19,557 |
+110 |
$821 | | VZ | 19,557 | +110 | $821 |
See Full List: All Stocks Held By Midwest Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Midwest Financial Group LLC
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