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CIK: 0001412665
Total reported value
$900.5M
$900.5M
290 檔
25.6%
As reported in its official Q3 2024 Form 13F filing, MIdWestOne Financial Group, Inc.'s tracked investment portfolio stood at $900.5M with 290 total positions.
During Q3 2024, MIdWestOne Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 290 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOFG | Midwestone Financial Group I | Stock-Other | 16.40% | +3.40% | -0.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.44% | -0.19% | -1.42% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.15% | -0.16% | +301.71% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.62% | -0.25% | +209.25% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.22% | -0.57% | +209.74% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | -0.12% | +476.08% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.35% | -0.09% | +128.24% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.04% | -0.25% | +763.78% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.88% | +0.29% | +253.51% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.32% | -0.44% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | — | -0.20% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.90% | -0.15% | +6.26% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | — | -0.85% | |
| 14 | HTLFEUR | Heartland Financial USA Inc | Stock-Other | 0.82% | — | -8.74% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.18% | -0.02% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | — | -0.90% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | — | -2.69% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 0.75% | — | +38.10% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | — | +942.78% | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.70% | — | +1.64% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | — | +0.86% | |
| 22 | URI | United Rentals Inc | Stock-Industrials | 0.67% | -0.17% | -1.85% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | — | +1.49% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | — | -0.56% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.61% | — | +25.75% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-Other | 0.61% | — | +7.82% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.08% | -1.77% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.33% | -4.43% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.56% | — | -7.77% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | — | +0.56% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.02% | -1.75% | |
| 33 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.54% | — | -6.03% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.53% | — | +54.91% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.52% | — | +15.51% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | — | -0.73% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | +2.11% | +11.03% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | — | -10.88% | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.48% | — | -16.78% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.10% | -11.33% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.48% | — | -0.39% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.05% | -6.68% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.45% | — | — | |
| 44 | AON | Aon plc | Stock-Financials | 0.43% | — | — | |
| 45 | MET | Metlife Inc | Stock-Financials | 0.43% | — | +13.39% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.04% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | -0.39% | |
| 48 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.42% | — | +27.99% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | — | +1.26% | |
| 50 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.41% | — | +7.58% |
According to official SEC Form 13F filings, MIdWestOne Financial Group, Inc. reported a total U.S. public equity portfolio value of $900.5M across 290 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MOFG, AAPL, SCHV) accounted for 25.6% of total reported equity market value during Q3 2024.
During Q3 2024, MIdWestOne Financial Group, Inc.'s top holdings by market value included MOFG (16.4%)、AAPL (4.4%)、SCHV (4.2%). The largest single position, MOFG, represented 16.4% of total portfolio value.
In Q3 2024, MIdWestOne Financial Group, Inc. 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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