Midwest Capital Advisors

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

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Positions held by Midwest Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Midwest Capital Advisors

Midwest Capital Advisors holds 211 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.2 $25M 796k 31.91
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Blackrock Etf Trust Ishares Us Equit (DYNF) 11.6 $24M +23% 408k 59.20
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Ishares Tr Msci Usa Qlt Fct (QUAL) 9.2 $19M -7% 98k 194.50
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Blackrock Etf Trust Ishares Intl Div (BIDD) 8.7 $18M -29% 648k 27.99
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.9 $14M +13% 306k 46.81
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Ishares Tr S&p 100 Etf (OEF) 6.7 $14M +88% 42k 332.84
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Blackrock Etf Trust Ishares A I Inno (BAI) 4.0 $8.4M +101% 245k 34.16
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Blackrock Etf Trust Ishares Us Thema (THRO) 3.8 $7.8M +10% 206k 37.86
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Ishares Gold Tr Ishares New (IAU) 3.6 $7.6M +40% 104k 72.77
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Ishares Tr 10-20 Yr Trs Etf (TLH) 2.8 $5.8M -15% 56k 102.99
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Ishares Tr Msci Usa Mmentm (MTUM) 2.8 $5.8M +4% 23k 256.45
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $5.6M +7% 113k 49.46
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 2.6 $5.3M +5% 104k 50.99
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.3 $4.7M -6% 89k 53.24
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Putnam Etf Trust Focused Lar Cap (PVAL) 2.2 $4.6M +3% 109k 42.72
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Global X Fds Defense Tech Etf (SHLD) 2.0 $4.1M NEW 59k 70.24
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Spdr Series Trust Port Mtg Bk Etf (SPMB) 1.9 $4.0M -22% 180k 22.44
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Vanguard Index Fds Value Etf (VTV) 1.3 $2.7M 14k 186.49
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $2.2M -7% 84k 25.71
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.5M 25k 59.92
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Ishares Tr Conv Bd Etf (ICVT) 0.7 $1.4M +46% 14k 100.05
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $1.3M +5% 13k 103.36
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NVIDIA Corporation (NVDA) 0.5 $1.1M 6.0k 186.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.1M +3% 1.7k 612.38
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $982k 1.5k 666.20
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $848k 6.0k 142.42
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Ishares Tr U.s. Tech Etf (IYW) 0.4 $837k -88% 4.3k 195.88
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $825k 28k 29.64
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $754k 6.2k 120.71
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $716k 1.1k 669.44
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $564k -3% 16k 34.92
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Vanguard Index Fds Growth Etf (VUG) 0.3 $562k -15% 1.2k 479.75
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $527k -76% 22k 23.47
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $469k -2% 5.9k 78.91
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $444k 1.4k 328.17
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Ishares Tr Eafe Value Etf (EFV) 0.2 $436k 6.4k 67.83
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $429k 17k 25.31
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Ishares Msci Emrg Chn (EMXC) 0.2 $421k -54% 6.2k 67.51
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Stryker Corporation (SYK) 0.2 $389k 1.1k 369.67
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $372k +2% 3.1k 118.82
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DTE Energy Company (DTE) 0.2 $349k 2.5k 141.43
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $316k 4.3k 73.46
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $303k 2.7k 113.88
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Broadcom (AVGO) 0.1 $302k 915.00 329.91
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $256k 872.00 293.74
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $219k 4.2k 52.31
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $217k 7.9k 27.30
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Costco Wholesale Corporation (COST) 0.1 $209k 226.00 924.03
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $208k 2.2k 95.91
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $200k 2.0k 100.27
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Ishares Tr High Yld Systm B (HYDB) 0.1 $187k +7% 3.9k 47.84
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Apple (AAPL) 0.1 $185k +3% 728.00 254.47
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Microsoft Corporation (MSFT) 0.1 $181k 349.00 517.60
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Eli Lilly & Co. (LLY) 0.1 $180k 236.00 764.53
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Dt Midstream Common Stock (DTM) 0.1 $178k 1.6k 113.06
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $171k 2.6k 65.27
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $158k 6.7k 23.56
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $146k -50% 2.6k 57.09
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Ishares Tr Us Infrastruc (IFRA) 0.1 $132k -5% 2.5k 52.81
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TJX Companies (TJX) 0.1 $130k 899.00 144.47
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $130k 2.8k 46.30
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $127k 909.00 139.62
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Alphabet Cap Stk Cl C (GOOG) 0.1 $127k 521.00 243.37
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Consolidated Edison (ED) 0.1 $119k 1.2k 100.53
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Amazon (AMZN) 0.1 $113k 514.00 219.57
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $98k -21% 386.00 254.38
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First Tr Exchange-traded SHS (FVD) 0.0 $93k 2.0k 46.23
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $83k 886.00 93.41
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $83k 340.00 243.34
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Waste Management (WM) 0.0 $80k 364.00 220.80
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Timothy Plan U S Sm Cp Core (TPSC) 0.0 $78k 1.9k 41.57
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Lululemon Athletica (LULU) 0.0 $77k 430.00 177.93
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $75k 432.00 174.57
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $75k NEW 716.00 104.50
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $75k -36% 1.5k 48.83
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Caterpillar (CAT) 0.0 $73k 153.00 475.76
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $72k +19% 119.00 600.89
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Booking Holdings (BKNG) 0.0 $70k 13.00 5399.31
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Lowe's Companies (LOW) 0.0 $69k 273.00 251.62
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.0 $67k 858.00 77.53
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Advanced Micro Devices (AMD) 0.0 $66k 405.00 161.79
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Micron Technology (MU) 0.0 $65k 389.00 167.32
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JPMorgan Chase & Co. (JPM) 0.0 $57k 180.00 315.38
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Union Pacific Corporation (UNP) 0.0 $56k 237.00 236.37
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Martin Marietta Materials (MLM) 0.0 $52k 82.00 630.80
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Lam Research Corp Com New (LRCX) 0.0 $51k 380.00 133.90
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Abbott Laboratories (ABT) 0.0 $49k 367.00 134.12
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Dex (DXCM) 0.0 $47k 700.00 67.29
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Nextera Energy (NEE) 0.0 $47k 618.00 75.49
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Intuitive Surgical Com New (ISRG) 0.0 $47k 104.00 447.23
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Duke Energy Corp Com New (DUK) 0.0 $46k 370.00 123.82
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $45k NEW 312.00 145.61
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Honeywell International (HON) 0.0 $43k 205.00 210.50
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Marvell Technology (MRVL) 0.0 $43k 512.00 84.10
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $40k 101.00 391.64
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Huntington Bancshares Incorporated (HBAN) 0.0 $40k 2.3k 17.27
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Fifth Third Ban (FITB) 0.0 $35k 788.00 44.56
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Kla Corp Com New (KLAC) 0.0 $33k 31.00 1078.61
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Ecolab (ECL) 0.0 $33k 119.00 273.86
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Ishares Tr Core 60/40 Balan (AOR) 0.0 $32k 500.00 64.38
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Guardant Health (GH) 0.0 $32k 513.00 62.48
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Fiserv (FI) 0.0 $32k 244.00 128.93
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Walt Disney Company (DIS) 0.0 $29k 252.00 114.50
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $28k -46% 1.1k 26.96
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Sherwin-Williams Company (SHW) 0.0 $27k 77.00 346.26
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Gentex Corporation (GNTX) 0.0 $26k 919.00 28.30
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L3harris Technologies (LHX) 0.0 $26k 85.00 305.41
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O'reilly Automotive (ORLY) 0.0 $26k 240.00 107.81
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Analog Devices (ADI) 0.0 $26k 105.00 245.70
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CSX Corporation (CSX) 0.0 $25k 712.00 35.51
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FirstEnergy (FE) 0.0 $25k 538.00 45.86
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Illinois Tool Works (ITW) 0.0 $24k 93.00 260.76
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $24k 303.00 79.72
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Norfolk Southern (NSC) 0.0 $23k 76.00 301.83
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Edwards Lifesciences (EW) 0.0 $23k 290.00 77.77
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American Electric Power Company (AEP) 0.0 $22k 195.00 112.50
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Merck & Co (MRK) 0.0 $22k 261.00 83.93
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $22k 333.00 65.00
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $22k 100.00 215.79
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Deere & Company (DE) 0.0 $21k 45.00 457.27
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Coca-Cola Company (KO) 0.0 $21k 310.00 66.32
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $21k NEW 235.00 87.31
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Emerson Electric (EMR) 0.0 $21k 156.00 131.18
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Kinder Morgan (KMI) 0.0 $20k 708.00 28.30
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General Dynamics Corporation (GD) 0.0 $19k 56.00 341.00
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Fidelity National Information Services (FIS) 0.0 $19k 287.00 65.94
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AFLAC Incorporated (AFL) 0.0 $19k 167.00 111.70
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Ross Stores (ROST) 0.0 $18k 120.00 152.39
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Roper Industries (ROP) 0.0 $18k 36.00 498.69
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Home Depot (HD) 0.0 $18k 44.00 407.41
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $18k 205.00 86.91
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $18k 147.00 118.78
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.0 $17k 229.00 74.80
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Public Service Enterprise (PEG) 0.0 $17k 201.00 83.46
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $17k 150.00 110.47
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $17k NEW 626.00 26.30
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Meta Platforms Cl A (META) 0.0 $16k +4% 22.00 734.86
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Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.0 $16k 201.00 77.69
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Verisk Analytics (VRSK) 0.0 $16k 62.00 251.52
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Wec Energy Group (WEC) 0.0 $16k 136.00 114.59
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Phillips 66 (PSX) 0.0 $16k 114.00 136.02
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Goldman Sachs (GS) 0.0 $15k 19.00 800.32
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $15k 223.00 67.07
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Johnson & Johnson (JNJ) 0.0 $15k 80.00 184.45
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Msci (MSCI) 0.0 $15k 26.00 567.42
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Verisign (VRSN) 0.0 $14k 50.00 279.58
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ConocoPhillips (COP) 0.0 $13k 142.00 94.59
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Select Sector Spdr Tr Energy (XLE) 0.0 $13k 148.00 89.08
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Insulet Corporation (PODD) 0.0 $13k 41.00 308.73
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Six Flags Entertainment Corp (FUN) 0.0 $12k 540.00 22.72
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Ishares Tr National Mun Etf (MUB) 0.0 $12k 112.00 106.11
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Align Technology (ALGN) 0.0 $12k 94.00 125.22
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Pepsi (PEP) 0.0 $12k 83.00 140.16
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Palo Alto Networks (PANW) 0.0 $11k 56.00 203.62
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $11k 100.00 113.78
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Eversource Energy (ES) 0.0 $11k 155.00 71.14
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The Trade Desk Com Cl A (TTD) 0.0 $11k 220.00 49.01
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General Mills (GIS) 0.0 $10k 205.00 50.42
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Iqvia Holdings (IQV) 0.0 $9.3k 49.00 189.94
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Servicenow (NOW) 0.0 $9.2k 10.00 920.30
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $9.0k 18.00 502.72
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Crane Company Common Stock (CR) 0.0 $8.9k 48.00 184.38
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Dollar General (DG) 0.0 $8.6k 83.00 103.35
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Ishares Silver Tr Ishares (SLV) 0.0 $8.5k 200.00 42.37
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $8.4k NEW 263.00 32.12
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Centene Corporation (CNC) 0.0 $7.7k 215.00 35.68
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Spdr Gold Tr Gold Shs (GLD) 0.0 $7.1k 20.00 355.45
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Illumina (ILMN) 0.0 $6.8k 72.00 94.97
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $6.6k NEW 212.00 31.16
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $6.5k -94% 73.00 88.81
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Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.0 $6.3k 165.00 38.02
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $5.9k NEW 210.00 27.90
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $4.1k NEW 37.00 112.14
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $3.9k -38% 30.00 130.63
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $3.9k NEW 168.00 23.28
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Reddit Cl A (RDDT) 0.0 $3.9k NEW 17.00 230.00
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Super Micro Computer Com New (SMCI) 0.0 $3.8k NEW 80.00 47.94
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Ishares Tr Investment Grade (IGEB) 0.0 $3.8k -84% 83.00 45.87
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Coreweave Com Cl A (CRWV) 0.0 $3.4k NEW 25.00 136.84
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $3.4k 116.00 28.91
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $3.0k +650% 30.00 100.43
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $3.0k +500% 18.00 164.78
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Oklo Com Cl A (OKLO) 0.0 $2.8k NEW 25.00 111.64
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Pfizer (PFE) 0.0 $2.7k 107.00 25.50
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Spdr Series Trust Portfolio Agrgte (SPAB) 0.0 $2.7k -90% 103.00 25.87
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Palantir Technologies Cl A (PLTR) 0.0 $1.8k NEW 10.00 182.40
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Inter & Co Class A Com (INTR) 0.0 $1.7k NEW 182.00 9.23
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Chevron Corporation (CVX) 0.0 $1.6k NEW 10.00 155.30
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Diageo Spon Adr New (DEO) 0.0 $1.5k 16.00 95.25
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Imax Corp Cad (IMAX) 0.0 $1.5k 45.00 32.76
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Tesla Motors (TSLA) 0.0 $1.3k 3.00 444.67
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $1.2k 31.00 39.61
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Bitmine Immersion Tecnologie Com New (BMNR) 0.0 $1.2k NEW 23.00 51.91
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Qualcomm (QCOM) 0.0 $1.2k NEW 7.00 166.43
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.1k NEW 53.00 21.57
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Perrigo SHS (PRGO) 0.0 $1.1k 50.00 22.28
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Vaneck Etf Trust Energy Incme Et (EINC) 0.0 $1.0k 10.00 100.40
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Electra Battery Materials (ELBM) 0.0 $885.007500 725.00 1.22
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $850.999800 +500% 6.00 141.83
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J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.0 $736.000000 NEW 8.00 92.00
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Firefly Aerospace 0.0 $733.000000 NEW 25.00 29.32
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Grail (GRAL) 0.0 $710.000400 12.00 59.17
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Southwest Airlines (LUV) 0.0 $673.999200 21.00 32.10
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $666.999900 NEW 3.00 222.33
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Boeing Company (BA) 0.0 $647.000100 NEW 3.00 215.67
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Intel Corporation (INTC) 0.0 $604.000800 NEW 18.00 33.56
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Agilon Health (AGL) 0.0 $224.009100 217.00 1.03
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Target Corporation (TGT) 0.0 $179.000000 NEW 2.00 89.50
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $107.000000 -95% 1.00 107.00
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Charles Schwab Corporation (SCHW) 0.0 $95.000000 NEW 1.00 95.00
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Bumble Com Cl A (BMBL) 0.0 $6.000000 NEW 1.00 6.00
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Past Filings by Midwest Capital Advisors

SEC 13F filings are viewable for Midwest Capital Advisors going back to 2025