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CIK: 0001967193
Total reported value
$285.1M
$285.1M
111 檔
16.4%
As reported in its official Q4 2024 Form 13F filing, Midwest Financial Group LLC's tracked investment portfolio stood at $285.1M with 111 total positions.
Midwest Financial Group LLC executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 5 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.48% | +0.33% | +3.26% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.12% | -0.68% | +202.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.32% | -0.26% | -3.02% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.18% | -0.19% | +21.71% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 3.81% | — | +1.43% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.55% | +0.49% | -0.07% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.32% | -1.73% | -0.46% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.95% | -0.12% | -1.48% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.86% | +0.68% | -1.27% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.57% | -0.11% | +0.72% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.48% | -0.18% | +5.87% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.47% | +0.16% | +11.65% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.37% | -0.07% | +0.37% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.18% | +0.66% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.10% | -0.01% | +2.00% | |
| 16 | OKE | Oneok Inc | Stock-Energy | 2.02% | -0.31% | -0.80% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.74% | -0.27% | +5.28% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.52% | -0.37% | +5.18% | |
| 19 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.30% | -0.15% | +0.89% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.27% | -0.07% | +0.54% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | -0.15% | +8.00% | |
| 22 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 1.21% | -0.11% | +1.16% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.20% | +0.13% | — | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.15% | -0.37% | +113.76% | |
| 25 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.12% | -0.08% | -0.52% | |
| 26 | FICS | Ft International Dev Cap Str | ETF-Other | 1.08% | -1.07% | EXIT | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 1.04% | +0.84% | +6.60% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.02% | -0.13% | +17.38% | |
| 29 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.02% | -1.04% | EXIT | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.01% | -0.01% | +532.13% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.89% | -0.09% | +2.60% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.87% | -0.05% | +0.08% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.40% | -0.17% | |
| 34 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.86% | +0.55% | +4.56% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.01% | +9.44% | |
| 36 | NTRL | First Trust Equity Market Ne | ETF-Other | 0.76% | — | +1.42% | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.73% | -0.07% | -0.61% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.71% | -0.08% | -6.02% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | -0.08% | +1.82% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.04% | +21.09% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.63% | -0.07% | +0.84% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.60% | -0.02% | +201.05% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.02% | +2.89% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.54% | +0.06% | -1.32% | |
| 45 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.53% | -0.05% | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.82% | EXIT | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.04% | +40.20% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.46% | -0.03% | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.46% | -0.05% | +0.24% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.11% | -1.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +1.2% | NEW | New buy |
| 2 | AVUV | Avantis US Small Cap Value | +0.9% | +21.71% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +3.26% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.4% | +532.13% | Add |
| 5 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 6 | AVLV | Avantis US Large Cap Value | +0.2% | +11.65% | Add |
| 7 | COST | Costco Wholesale CORP | +0.2% | +131.74% | Add |
| 8 | SDY | Ss Spdr S&p Dividend ETF | +0.2% | NEW | New buy |
| 9 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 10 | DIVI | Franklin International Core | +0.2% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +21.09% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +84.13% | Add |
| 13 | OKE | Oneok Inc | +0.1% | -0.80% | Trim |
| 14 | BA | Boeing Co/the | +0.1% | +2.60% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 16 | VTV | Vanguard Value ETF | +0.1% | +40.20% | Add |
| 17 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.82% | Add |
| 19 | AAPL | Apple Inc | +0.1% | -3.02% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.07% | Trim |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +17.38% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.44% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +0.04% | Add |
| 24 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | — | Unchanged |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.00% | Add |
| 26 | UNH | Unitedhealth Group Inc | -0.1% | -2.24% | Trim |
| 27 | CFFN | Capitol Federal Financial In | -0.1% | -42.84% | Trim |
| 28 | XLV | Ss Health Care Select Sector | -0.1% | -1.32% | Trim |
| 29 | PFE | Pfizer Inc | -0.1% | -27.04% | Trim |
| 30 | KO | Coca-cola Co/the | -0.1% | -5.08% | Trim |
| 31 | TROW | T Rowe Price Group Inc | -0.1% | -25.50% | Trim |
| 32 | DG | Dollar General CORP | -0.1% | -24.73% | Trim |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -0.17% | Trim |
| 34 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -6.02% | Trim |
| 35 | LGOV | First Tr Long Duration O-etf | -0.1% | +0.89% | Add |
| 36 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 37 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 38 | FEM | First Trust Emerging Markets | -0.1% | +1.16% | Add |
| 39 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 40 | FICS | Ft International Dev Cap Str | -0.1% | -0.06% | Trim |
| 41 | DVN | Devon Energy CORP | -0.2% | -20.85% | Trim |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | +5.28% | Add |
| 43 | CVS | Cvs Health CORP | -0.2% | EXIT | Sold out |
| 44 | MU | Micron Technology Inc | -0.2% | +6.60% | Add |
| 45 | TSN | Tyson Foods Inc-cl A | -0.3% | EXIT | Sold out |
| 46 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | -1.48% | Trim |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.3% | -0.46% | Trim |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +202.37% | Add |
| 49 | PEP | Pepsico Inc | -0.3% | -51.34% | Trim |
| 50 | AMD | Advanced Micro Devices | -1.2% | -1.27% | Trim |
According to official SEC Form 13F filings, Midwest Financial Group LLC reported a total U.S. public equity portfolio value of $285.1M across 111 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, SCHD, AAPL) accounted for 16.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
SLYG
市值: $2.1M
Top Position Liquidated / Trimmed
TSN
前期市值: $435.0K
During Q4 2024, Midwest Financial Group LLC's top holdings by market value included IVW (6.5%)、SCHD (6.1%)、AAPL (5.3%). The largest single position, IVW, represented 6.5% of total portfolio value.
In Q4 2024, Midwest Financial Group LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 18 holdings, and fully liquidating 5 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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