13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001412665
Total reported value
$900.5M
$900.5M
282 檔
25.7%
At the close of Q4 2024, MIdWestOne Financial Group, Inc. disclosed equity holdings valued at approximately $900.5M, spread across 282 reported holdings.
During Q4 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 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOFG | Midwestone Financial Group I | Stock-Other | 16.74% | +3.40% | -1.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.81% | -0.19% | -1.04% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.13% | -0.16% | +201.45% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.76% | -0.25% | -4.51% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.12% | -0.57% | +3.33% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.96% | -0.12% | -2.59% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.33% | -0.09% | +8.30% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.32% | +1.65% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.79% | -0.25% | -9.71% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.45% | +0.29% | -23.09% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | — | -1.32% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.93% | -0.15% | +4.98% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | — | -0.69% | |
| 14 | HTLFEUR | Heartland Financial USA Inc | Stock-Other | 0.88% | — | -2.30% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | — | -8.48% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | — | -3.98% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | — | -1.17% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.18% | — | |
| 19 | T | At&t Inc | Stock-Comm Services | 0.68% | — | -7.51% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | -1.59% | |
| 21 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.66% | — | -9.25% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.08% | -4.32% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | — | -1.22% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | — | +3.41% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.02% | -2.62% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 0.63% | — | +1.96% | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.62% | — | +1.19% | |
| 28 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.61% | — | — | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 0.59% | -0.17% | -0.50% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.33% | -1.29% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | — | +2.01% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.58% | — | -0.38% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.54% | — | -8.86% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | -7.11% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.05% | +0.17% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.53% | — | -10.06% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | — | +3.99% | |
| 38 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.52% | — | -3.68% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.48% | — | -0.54% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | — | -0.65% | |
| 41 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.46% | — | +12.72% | |
| 42 | AON | Aon plc | Stock-Financials | 0.46% | — | — | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.46% | — | -6.89% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.10% | -2.91% | |
| 45 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.45% | — | +15.23% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | +2.11% | -7.45% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | — | -1.29% | |
| 48 | MET | Metlife Inc | Stock-Financials | 0.44% | — | +0.49% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | — | — | |
| 50 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 0.42% | — | +10.35% |
According to official SEC Form 13F filings, MIdWestOne Financial Group, Inc. reported a total U.S. public equity portfolio value of $900.5M across 282 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 MOFG, AAPL, SCHV) accounted for 25.7% of total reported equity market value during Q4 2024.
During Q4 2024, MIdWestOne Financial Group, Inc.'s top holdings by market value included MOFG (16.7%)、AAPL (4.8%)、SCHV (4.1%). The largest single position, MOFG, represented 16.7% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.