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CIK: 0001967193
Total reported value
$295.3M
$295.3M
108 檔
15.5%
The Q1 2025 SEC filing reveals that Midwest Financial Group LLC held a total portfolio value of $295.3M, covering 108 public equity positions.
Midwest Financial Group LLC executed strategic sector rebalancing during Q1 2025, establishing 2 new positions while fully exiting 5 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.45% | — | +1.76% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.20% | +0.18% | +3.44% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.14% | -0.33% | +8.54% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.34% | -3.17% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.11% | -0.06% | +20.48% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.60% | -0.06% | +9.38% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 3.19% | — | -15.50% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.91% | -0.02% | +2.49% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.85% | -0.16% | +139.73% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.75% | -0.16% | +22.40% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.56% | -0.06% | +2.81% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.39% | +0.07% | -2.05% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 2.34% | +0.04% | -4.86% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.24% | -0.15% | +15.80% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | +0.47% | -2.29% | |
| 16 | OKE | Oneok Inc | Stock-Energy | 1.96% | -1.06% | EXIT | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.72% | +0.09% | +2.50% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.64% | -0.09% | -10.21% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.60% | -0.11% | +111.24% | |
| 20 | FICS | Ft International Dev Cap Str | ETF-Other | 1.52% | — | +28.76% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.47% | -0.19% | +31.92% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.01% | -3.40% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.28% | -0.03% | -51.30% | |
| 24 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.28% | -0.10% | -5.38% | |
| 25 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 1.26% | — | -0.59% | |
| 26 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.20% | — | +10.91% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.16% | -0.09% | +8.16% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.15% | -0.08% | -5.27% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 1.10% | -0.50% | +1.63% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.06% | +0.06% | +16.06% | |
| 31 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.01% | — | +1.40% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.63% | EXIT | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.85% | -0.10% | -1.71% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.80% | -0.05% | +2.63% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.80% | -0.06% | +2.82% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.06% | -3.35% | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.79% | +0.02% | +3.18% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.74% | -0.03% | -1.34% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.02% | -0.04% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | +0.02% | +31.39% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.58% | +0.06% | +1.32% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.58% | +0.01% | +0.31% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.01% | +1.04% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | +0.90% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.03% | +4.11% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.03% | -2.96% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | — | -0.96% | |
| 48 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.49% | -0.01% | -8.61% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | — | -2.44% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | +0.01% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | +1.7% | +139.73% | Add |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.8% | +20.48% | Add |
| 3 | SOXX | Ishares Semiconductor ETF | +0.7% | +111.24% | Add |
| 4 | FICS | Ft International Dev Cap Str | +0.4% | +28.76% | Add |
| 5 | MDY | State Street Spdr S&p Midcap | +0.4% | +22.40% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +1.76% | Add |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.3% | +31.92% | Add |
| 8 | ORCL | Oracle CORP | +0.2% | NEW | New buy |
| 9 | XLE | Ss Energy Select Sector | +0.2% | +2.50% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -3.40% | Trim |
| 11 | COST | Costco Wholesale CORP | +0.2% | +31.39% | Add |
| 12 | IAU | Ishares Gold Trust | +0.2% | +3.18% | Add |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +8.16% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +15.80% | Add |
| 15 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 16 | DIVI | Franklin International Core | +0.1% | +43.24% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +0.11% | Add |
| 18 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.1% | +10.91% | Add |
| 19 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +2.81% | Add |
| 20 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +2.63% | Add |
| 21 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +40.56% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | +1.63% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -2.96% | Trim |
| 24 | DVN | Devon Energy CORP | +0.1% | +3.22% | Add |
| 25 | CEF | Sprott Physical Gold And Sil | +0.1% | +10.75% | Add |
| 26 | SCHG | Schwab US Large-cap Growth | +0.1% | +16.06% | Add |
| 27 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 28 | FEM | First Trust Emerging Markets | +0.1% | -0.59% | Trim |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.38% | Add |
| 30 | XLV | Ss Health Care Select Sector | 0% | +1.32% | Add |
| 31 | V | Visa Inc-class A Shares | 0% | +0.17% | Add |
| 32 | JNJ | Johnson & Johnson | 0% | +0.04% | Add |
| 33 | VTV | Vanguard Value ETF | 0% | +4.11% | Add |
| 34 | VZ | Verizon Communications Inc | 0% | -0.96% | Trim |
| 35 | XLP | Ss Consumer Staples Sel Sect | 0% | -1.34% | Trim |
| 36 | DG | Dollar General CORP | 0% | -4.83% | Trim |
| 37 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 38 | MA | Mastercard Inc - A | 0% | +0.07% | Add |
| 39 | SCHF | Schwab Intl Equity ETF | 0% | +2.35% | Add |
| 40 | USMV | Ishares Msci USA Min Vol Fac | 0% | -2.44% | Trim |
| 41 | TCAF | T Rowe Prc Cap Appreciation | 0% | +14.56% | Add |
| 42 | UNH | Unitedhealth Group Inc | 0% | +0.33% | Add |
| 43 | AFL | Aflac Inc | 0% | — | Unchanged |
| 44 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.60% | Add |
| 45 | FITB | Fifth Third Bancorp | 0% | +10.06% | Add |
| 46 | WMT | Walmart Inc | 0% | +8.47% | Add |
| 47 | UNP | Union Pacific CORP | 0% | -3.03% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 49 | XLC | Ss Comm Select Sector Spdr | — | -2.25% | Trim |
| 50 | OGS | One Gas Inc | — | -9.83% | Trim |
According to official SEC Form 13F filings, Midwest Financial Group LLC reported a total U.S. public equity portfolio value of $295.3M across 108 disclosed positions in Q1 2025.
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 SCHD, IVW, AVUV) accounted for 15.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
ORCL
市值: $372.9K
Top Position Liquidated / Trimmed
NTRL
前期市值: $1.3M
During Q1 2025, Midwest Financial Group LLC's top holdings by market value included SCHD (6.5%)、IVW (6.2%)、AVUV (5.1%). The largest single position, SCHD, represented 6.5% of total portfolio value.
In Q1 2025, Midwest Financial Group LLC made 103 total portfolio adjustments, initiating 2 new buys, adding to 52 positions, trimming 44 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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