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CIK: 0002026480
Total reported value
$246.2M
$246.2M
191 檔
28.9%
At the close of Q4 2024, Midwest Capital Advisors, LLC disclosed equity holdings valued at approximately $246.2M, spread across 191 reported holdings.
During Q4 2024, Midwest Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 21.43% | +6.33% | — | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.05% | -4.64% | — | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 10.36% | +0.53% | — | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.84% | — | — | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 4.25% | +0.22% | — | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.24% | +0.02% | — | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.75% | -0.10% | — | |
| 8 | USTB | Victoryshares Short-term Bon | ETF-Other | 3.38% | -0.18% | — | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.17% | -0.12% | — | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.74% | -1.05% | — | |
| 11 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.16% | +0.70% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.08% | -0.08% | — | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.88% | -4.37% | — | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.75% | — | — | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.34% | +0.01% | — | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.17% | -0.03% | — | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.11% | -0.22% | EXIT | |
| 18 | IFRA | Ishares US Infrastructure | ETF-Other | 1.10% | -0.01% | — | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.01% | -0.59% | — | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | +0.02% | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.90% | — | — | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.79% | +0.01% | — | |
| 23 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.78% | -0.04% | — | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.69% | -0.07% | — | |
| 25 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.66% | -0.35% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.03% | — | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.65% | -0.01% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.01% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | — | — | |
| 30 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.56% | — | — | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.52% | — | EXIT | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | — | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | — | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.34% | — | — | |
| 35 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.31% | -0.03% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.01% | — | |
| 37 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.28% | — | — | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.27% | -2.20% | — | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.26% | -0.02% | — | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.25% | — | — | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.22% | -0.07% | EXIT | |
| 42 | DTE | Dte Energy Company | Stock-Utilities | 0.22% | -0.02% | — | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.22% | -0.01% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.21% | -0.81% | — | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | — | — | |
| 47 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.18% | — | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.18% | -0.03% | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.16% | -0.01% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | -0.02% | — |
According to official SEC Form 13F filings, Midwest Capital Advisors, LLC reported a total U.S. public equity portfolio value of $246.2M across 191 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, QUAL, DYNF) accounted for 28.9% of total reported equity market value during Q4 2024.
During Q4 2024, Midwest Capital Advisors, LLC's top holdings by market value included SCHG (21.4%)、QUAL (11.1%)、DYNF (10.4%). The largest single position, SCHG, represented 21.4% of total portfolio value.
In Q4 2024, Midwest Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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