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Midwest Financial Group

Latest statistics and disclosures from Midwest Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, AMD, IVW, AAPL, RDVI, and represent 25.09% of Midwest Financial Group's stock portfolio.
Added to shares of these 10 stocks: IJR, IVW, BUFQ, MOAT, AVUV, SOXX, GOOGL, LSCC, AAPL, COST.
Started 11 new stock positions in SOXX, VO, LSCC, BUFQ, TCAF, GOOGL, VYM, COST, TGT, AVGO. PRF.
Reduced shares in these 10 stocks: IWM, SCHD, , V, NRG, ABT, RDVI, SHW, CSX, SPOT.
Sold out of its positions in ABT, ABBV, CSQ, JPM, NFE, SHW, SPOT.
Midwest Financial Group was a net buyer of stock by $6.8M.
Midwest Financial Group has $149M in assets under management (AUM), dropping by 11.09%.
Central Index Key (CIK): 0001967193

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Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 104 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.7	$9.9M	-11%	123k	80.63	View chart
Advanced Micro Devices (AMD)	5.1	$7.5M		42k	180.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.7	$7.0M	+60%	83k	84.44	View chart
Apple (AAPL)	4.4	$6.5M	+4%	38k	171.48	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	4.2	$6.3M	-6%	257k	24.48	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.9	$5.8M		54k	108.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$5.2M		12k	444.04	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.9	$4.3M		88k	48.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.8	$4.1M	+36%	44k	93.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.7	$4.0M		25k	155.89	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.6	$3.9M	+4%	7.0k	556.49	View chart
Microsoft Corporation (MSFT)	2.6	$3.9M		9.2k	420.66	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.5	$3.7M	+43%	41k	89.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$3.0M	+808%	27k	110.50	View chart
Oneok (OKE)	2.0	$2.9M		36k	80.17	View chart
Select Sector Spdr Tr Energy (XLE)	1.7	$2.6M	+8%	27k	94.41	View chart
Micron Technology (MU)	1.6	$2.3M	+11%	20k	117.87	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.5	$2.2M	-3%	101k	21.38	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	1.4	$2.1M		91k	22.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$2.0M	+13%	21k	94.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$1.9M	+7%	10k	191.87	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	1.3	$1.9M	+5%	54k	34.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$1.8M		39k	46.00	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	1.2	$1.8M	+2%	63k	28.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)	1.1	$1.7M	NEW	60k	28.32	View chart
Boeing Company (BA)	1.1	$1.6M	+3%	8.4k	192.99	View chart
Exxon Mobil Corporation (XOM)	1.1	$1.6M	+3%	14k	116.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.4M	+16%	3.4k	420.60	View chart
Us Bancorp Del Com New (USB)	0.9	$1.4M		32k	44.71	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.9	$1.3M	-3%	18k	76.33	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.8	$1.2M		63k	19.80	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$1.2M		54k	22.75	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$1.2M		19k	65.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.2M	+6%	2.2k	523.06	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.8	$1.1M	+3%	7.6k	147.77	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.0M	+30%	16k	65.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$991k		24k	42.00	View chart
Devon Energy Corporation (DVN)	0.7	$980k		20k	50.18	View chart
Dollar General (DG)	0.7	$976k	+13%	6.3k	156.09	View chart
Procter & Gamble Company (PG)	0.7	$974k		6.0k	162.17	View chart
Coca-Cola Company (KO)	0.7	$972k		16k	61.16	View chart
Pepsi (PEP)	0.6	$949k	+5%	5.4k	174.93	View chart
Amazon (AMZN)	0.6	$946k	+7%	5.2k	180.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$934k		15k	61.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$912k		12k	77.35	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$899k		17k	52.49	View chart
CSX Corporation (CSX)	0.6	$879k	-27%	24k	37.09	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$846k		7.9k	107.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$830k		3.2k	260.03	View chart
Verizon Communications (VZ)	0.6	$821k		20k	41.98	View chart
Raytheon Technologies Corp (RTX)	0.5	$809k	+2%	8.3k	97.53	View chart
Draftkings Com Cl A (DKNG)	0.5	$779k	-21%	17k	45.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$752k	-4%	9.0k	83.64	View chart
One Gas (OGS)	0.5	$750k		12k	64.57	View chart
Tyson Foods Cl A (TSN)	0.5	$734k		13k	58.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$724k	+7%	7.8k	92.68	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$717k	NEW	3.2k	225.76	View chart
Mastercard Incorporated Cl A (MA)	0.4	$653k		1.4k	481.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$645k		2.9k	225.13	View chart
T. Rowe Price (TROW)	0.4	$636k		5.2k	121.91	View chart
American Express Company (AXP)	0.4	$620k		2.7k	227.69	View chart
UnitedHealth (UNH)	0.4	$615k		1.2k	494.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$595k	NEW	3.9k	151.02	View chart
Evergy (EVRG)	0.4	$576k	-6%	11k	53.37	View chart
Canadian Pacific Kansas City (CP)	0.4	$544k		6.2k	88.10	View chart
Chevron Corporation (CVX)	0.3	$504k	+5%	3.2k	157.70	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$490k		15k	32.25	View chart
ConocoPhillips (COP)	0.3	$485k	+5%	3.8k	127.36	View chart
CVS Caremark Corporation (CVS)	0.3	$481k	+5%	6.0k	79.70	View chart
Fifth Third Ban (FITB)	0.3	$480k	+13%	13k	37.20	View chart
Visa Com Cl A (V)	0.3	$478k	-56%	1.7k	279.04	View chart
Applied Materials (AMAT)	0.3	$469k		2.3k	206.34	View chart
Union Pacific Corporation (UNP)	0.3	$441k		1.8k	245.82	View chart
Nrg Energy Com New (NRG)	0.3	$433k	-52%	6.4k	67.66	View chart
Lattice Semiconductor (LSCC)	0.3	$430k	NEW	5.5k	78.18	View chart
Johnson & Johnson (JNJ)	0.3	$427k	-3%	2.7k	158.21	View chart
Delta Air Lines Inc Del Com New (DAL)	0.3	$421k		8.8k	47.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$389k	+3%	2.4k	163.03	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$379k		1.9k	203.98	View chart
Pfizer (PFE)	0.3	$378k	+6%	14k	27.79	View chart
McDonald's Corporation (MCD)	0.2	$338k	-4%	1.2k	281.67	View chart
Capitol Federal Financial (CFFN)	0.2	$336k	-3%	56k	5.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$335k	+2%	8.6k	38.96	View chart
Zoom Video Communications In Cl A (ZM)	0.2	$329k		5.0k	65.34	View chart
Tractor Supply Company (TSCO)	0.2	$317k		1.2k	261.98	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$313k	-10%	8.7k	35.84	View chart
Herc Hldgs (HRI)	0.2	$310k	+21%	1.8k	168.48	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$281k		14k	20.36	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$261k		3.2k	81.64	View chart
Costco Wholesale Corporation (COST)	0.2	$257k	NEW	351.00	732.19	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$247k	NEW	8.2k	30.29	View chart
Royal Caribbean Cruises (RCL)	0.2	$247k	-5%	1.8k	139.15	View chart
Merck & Co (MRK)	0.2	$246k	-2%	1.9k	132.05	View chart
Broadcom (AVGO)	0.2	$242k	NEW	182.00	1329.67	View chart
Altria (MO)	0.2	$241k	-3%	5.5k	43.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$239k	+5%	497.00	480.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$239k	-87%	1.1k	210.57	View chart
Target Corporation (TGT)	0.2	$232k	NEW	1.3k	177.10	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$221k		1.2k	183.71	View chart
Fastly Cl A (FSLY)	0.1	$213k		16k	12.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$209k	NEW	1.7k	120.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$203k	NEW	812.00	250.00	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$202k	NEW	5.3k	38.43	View chart
Ford Motor Company (F)	0.1	$180k	-2%	14k	13.28	View chart

Past Filings by Midwest Financial Group

SEC 13F filings are viewable for Midwest Financial Group going back to 2023

Midwest Financial Group 2024 Q1 filed April 11, 2024
Midwest Financial Group 2023 Q4 filed Jan. 25, 2024
Midwest Financial Group 2023 Q3 filed Oct. 17, 2023
Midwest Financial Group 2023 Q2 filed July 27, 2023
Midwest Financial Group 2023 Q1 filed April 20, 2023

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