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 199 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 17.6 $38M +63% 1.3M 29.13
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Blackrock Etf Trust Ishares Intl Ctr (CORO) 10.1 $22M NEW 673k 32.15
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Blackrock Etf Trust Ishares Us Equit (DYNF) 9.0 $19M -22% 332k 58.18
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Spdr Index Shs Fds State Street Spd (SPEM) 5.6 $12M -37% 255k 46.91
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Ishares Tr Msci Usa Qlt Fct (QUAL) 5.3 $11M 59k 191.81
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Ishares Tr Msci Usa Mmentm (MTUM) 4.5 $9.5M +4% 40k 239.99
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Blackrock Etf Trust Ishares A I Inno (BAI) 4.3 $9.1M +2% 277k 32.95
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Blackrock Etf Trust Ishares Us Thema (THRO) 3.7 $7.9M +3% 218k 36.22
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Putnam Etf Trust Focused Lar Cap (PVAL) 3.6 $7.6M +27% 165k 46.40
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Global X Fds Defense Tech Etf (SHLD) 3.2 $6.8M +52% 96k 70.84
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.8 $5.9M 123k 48.05
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 2.6 $5.6M +7% 112k 50.58
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Ishares Tr Eafe Value Etf (EFV) 2.6 $5.6M -16% 76k 74.35
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Spdr Series Trust State Street Spd (SPMB) 2.2 $4.7M +18% 211k 22.39
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Ishares Gold Tr Ishares New (IAU) 1.9 $4.2M -57% 47k 88.16
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.9 $4.0M -13% 77k 51.93
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Ishares Tr Eafe Grwth Etf (EFG) 1.7 $3.7M +11% 34k 111.37
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Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $3.7M NEW 162k 22.91
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Vanguard Index Fds Value Etf (VTV) 1.3 $2.8M 14k 196.20
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $2.6M +11% 103k 25.10
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Ishares Tr 10-20 Yr Trs Etf (TLH) 1.1 $2.3M -21% 23k 100.72
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Ishares Tr Systematic Bd Et (SYSB) 1.0 $2.2M +11% 25k 89.00
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.6M 25k 64.08
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Blackrock Etf Trust Ishares Intl Div (BIDD) 0.7 $1.4M -44% 49k 28.43
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NVIDIA Corporation (NVDA) 0.5 $1.1M +6% 6.2k 174.39
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Ishares Tr Conv Bd Etf (ICVT) 0.5 $1.1M -26% 11k 101.79
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.0M 1.7k 597.46
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $974k 1.5k 650.46
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $764k 6.0k 128.11
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $756k +7% 1.2k 653.36
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Spdr Index Shs Fds State Street Spd (CWI) 0.3 $737k +16% 20k 36.59
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $726k 23k 30.96
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $707k 6.2k 113.11
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Vanguard Index Fds Growth Etf (VUG) 0.2 $534k +4% 1.2k 436.90
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $487k -73% 21k 23.22
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $485k +2% 19k 25.06
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $464k 5.9k 78.41
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Ishares Msci Emrg Chn (EMXC) 0.2 $407k -7% 5.2k 78.66
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $394k 1.2k 320.81
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $363k 2.9k 124.30
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DTE Energy Company (DTE) 0.2 $361k 2.5k 146.22
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Stryker Corporation (SYK) 0.2 $346k 1.1k 328.65
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $319k 4.1k 77.12
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Ishares Tr S&p 100 Etf (OEF) 0.1 $315k -97% 989.00 318.19
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Ea Series Trust Alpha Architect (AAEQ) 0.1 $307k 6.6k 46.52
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Broadcom (AVGO) 0.1 $289k +3% 933.00 309.51
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Costco Wholesale Corporation (COST) 0.1 $257k +14% 258.00 995.79
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $246k 8.0k 30.68
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $241k +4% 10k 23.14
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $231k -8% 803.00 287.21
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $224k -15% 1.2k 181.39
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $219k 2.2k 100.62
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Eli Lilly & Co. (LLY) 0.1 $218k 236.00 921.61
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $216k 4.1k 52.54
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Dt Midstream Common Stock (DTM) 0.1 $212k 1.6k 134.67
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $199k 2.0k 99.28
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Apple (AAPL) 0.1 $197k +18% 774.00 253.82
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $159k +62% 554.00 287.34
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Microsoft Corporation (MSFT) 0.1 $156k +16% 422.00 370.29
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $151k -3% 2.2k 67.52
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Amazon (AMZN) 0.1 $146k +39% 702.00 208.27
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $144k 2.5k 56.68
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Consolidated Edison (ED) 0.1 $134k 1.2k 113.19
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $134k +2% 2.9k 46.44
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $133k 913.00 145.72
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Micron Technology (MU) 0.1 $131k 389.00 337.84
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Alphabet Cap Stk Cl C (GOOG) 0.1 $127k 441.00 286.77
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Ishares Tr Us Infrastruc (IFRA) 0.1 $123k -12% 2.1k 57.20
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Wal-Mart Stores (WMT) 0.1 $112k 903.00 124.28
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JPMorgan Chase & Co. (JPM) 0.0 $96k +150% 325.00 294.36
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $94k 162.00 577.55
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Caterpillar (CAT) 0.0 $89k 125.00 711.05
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $88k 902.00 97.17
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Johnson & Johnson (JNJ) 0.0 $85k +335% 348.00 244.50
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Lowe's Companies (LOW) 0.0 $85k +41% 358.00 236.50
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Waste Management (WM) 0.0 $84k 364.00 229.77
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TJX Companies (TJX) 0.0 $83k -24% 519.00 159.56
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Advanced Micro Devices (AMD) 0.0 $82k 405.00 203.43
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Ishares Tr High Yld Systm B (HYDB) 0.0 $82k -6% 1.8k 46.52
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Lam Research Corp Com New (LRCX) 0.0 $81k 380.00 213.66
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Timothy Plan U S Sm Cp Core (TPSC) 0.0 $80k 1.9k 42.44
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $80k 432.00 184.28
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $75k 1.6k 48.45
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Procter & Gamble Company (PG) 0.0 $72k +66% 498.00 144.44
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Spdr Series Trust State Street Spd (SPYG) 0.0 $70k 716.00 97.90
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Merck & Co (MRK) 0.0 $68k +114% 561.00 120.29
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First Tr Exchange-traded SHS (FVD) 0.0 $66k 1.4k 47.02
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.0 $63k 858.00 72.96
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Deere & Company (DE) 0.0 $60k +135% 106.00 563.30
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Union Pacific Corporation (UNP) 0.0 $58k 237.00 242.62
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Nextera Energy (NEE) 0.0 $57k 618.00 92.88
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Booking Holdings (BKNG) 0.0 $55k 13.00 4210.31
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Duke Energy Corp Com New (DUK) 0.0 $49k 370.00 131.01
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Martin Marietta Materials (MLM) 0.0 $48k 82.00 590.80
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Intuitive Surgical Com New (ISRG) 0.0 $48k 104.00 460.99
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Honeywell International (HON) 0.0 $46k 205.00 226.03
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Kla Corp Com New (KLAC) 0.0 $46k 31.00 1472.42
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American Electric Power Company (AEP) 0.0 $45k 345.00 131.08
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $45k 101.00 446.54
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Huntington Bancshares Incorporated (HBAN) 0.0 $45k 2.9k 15.65
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American Water Works (AWK) 0.0 $41k 300.00 136.09
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Rbc Cad (RY) 0.0 $40k 250.00 161.78
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $38k NEW 154.00 248.00
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Exxon Mobil Corporation (XOM) 0.0 $38k 225.00 169.66
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Abbott Laboratories (ABT) 0.0 $38k 370.00 102.79
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Visa Com Cl A (V) 0.0 $38k NEW 124.00 302.24
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Fifth Third Ban (FITB) 0.0 $37k 789.00 46.45
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Coca-Cola Company (KO) 0.0 $35k 465.00 75.99
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Analog Devices (ADI) 0.0 $33k 105.00 318.14
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Ishares Tr Core 60/40 Balan (AOR) 0.0 $32k 500.00 64.35
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Ecolab (ECL) 0.0 $32k 119.00 266.02
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $31k -59% 300.00 103.43
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L3harris Technologies (LHX) 0.0 $29k 85.00 345.15
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $29k 312.00 93.87
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CSX Corporation (CSX) 0.0 $29k 712.00 41.05
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Walt Disney Company (DIS) 0.0 $29k +18% 298.00 96.28
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FirstEnergy (FE) 0.0 $28k 544.00 50.62
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Marvell Technology (MRVL) 0.0 $28k 277.00 99.12
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $26k -42% 101.00 261.50
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Ross Stores (ROST) 0.0 $26k 120.00 216.63
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $25k 303.00 82.35
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RPM International (RPM) 0.0 $25k 250.00 99.40
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Chevron Corporation (CVX) 0.0 $25k NEW 120.00 206.90
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Sherwin-Williams Company (SHW) 0.0 $25k 77.00 320.55
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Illinois Tool Works (ITW) 0.0 $24k 93.00 260.29
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $24k NEW 800.00 30.12
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Kinder Morgan (KMI) 0.0 $24k 708.00 33.51
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Edwards Lifesciences (EW) 0.0 $23k 290.00 80.08
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O'reilly Automotive (ORLY) 0.0 $22k 240.00 92.31
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Norfolk Southern (NSC) 0.0 $22k 76.00 288.36
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $22k 100.00 215.92
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $21k 235.00 90.53
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Phillips 66 (PSX) 0.0 $21k 114.00 182.18
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Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $21k 155.00 133.00
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Emerson Electric (EMR) 0.0 $20k 156.00 131.02
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Gentex Corporation (GNTX) 0.0 $20k 928.00 21.85
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General Dynamics Corporation (GD) 0.0 $19k 56.00 343.21
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ConocoPhillips (COP) 0.0 $19k 142.00 132.00
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AFLAC Incorporated (AFL) 0.0 $18k 167.00 109.71
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Select Sector Spdr Tr State Street Ene (XLE) 0.0 $18k 295.00 61.17
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Spdr Index Shs Fds State Street Spd (SPGM) 0.0 $18k 231.00 75.82
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Public Service Enterprise (PEG) 0.0 $16k 201.00 80.95
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Wec Energy Group (WEC) 0.0 $16k 136.00 115.77
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Novartis Sponsored Adr (NVS) 0.0 $15k NEW 100.00 152.75
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $15k +28% 32.00 463.19
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Home Depot (HD) 0.0 $15k 45.00 327.71
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EOG Resources (EOG) 0.0 $15k NEW 102.00 144.57
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $15k -5% 193.00 75.25
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $14k NEW 30.00 479.20
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Msci (MSCI) 0.0 $14k 26.00 539.00
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Linde SHS (LIN) 0.0 $14k NEW 28.00 495.75
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $14k 223.00 61.35
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Ishares Silver Tr Ishares (SLV) 0.0 $14k 200.00 68.14
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Fiserv (FISV) 0.0 $14k 244.00 55.80
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Fidelity National Information Services (FIS) 0.0 $14k 287.00 46.91
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Marathon Petroleum Corp (MPC) 0.0 $13k NEW 55.00 244.18
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Pepsi (PEP) 0.0 $13k 84.00 154.69
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $13k 333.00 38.42
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Roper Industries (ROP) 0.0 $13k 36.00 353.86
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Verisign (VRSN) 0.0 $12k 50.00 248.36
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Verisk Analytics (VRSK) 0.0 $12k 62.00 189.76
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Eversource Energy (ES) 0.0 $11k 155.00 69.28
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Blackrock (BLK) 0.0 $11k NEW 11.00 961.73
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Tesla Motors (TSLA) 0.0 $10k +800% 27.00 371.74
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Dollar General (DG) 0.0 $9.9k 83.00 118.73
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Smucker J M Com New (SJM) 0.0 $9.6k 100.00 96.44
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Six Flags Entertainment Corp (FUN) 0.0 $9.6k 540.00 17.75
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Bristol Myers Squibb (BMY) 0.0 $9.1k 150.00 60.65
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Illumina (ILMN) 0.0 $8.9k 72.00 123.26
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Spdr Gold Tr Gold Shs (GLD) 0.0 $8.6k 20.00 430.30
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $8.4k NEW 25.00 337.96
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Iqvia Holdings (IQV) 0.0 $8.4k 49.00 170.53
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General Mills (GIS) 0.0 $7.8k 210.00 37.30
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Prudential Financial (PRU) 0.0 $7.3k -50% 75.00 97.69
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Centene Corporation (CNC) 0.0 $7.0k 215.00 32.74
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Ishares Tr National Mun Etf (MUB) 0.0 $4.2k -38% 39.00 107.23
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Williams Companies (WMB) 0.0 $4.1k NEW 56.00 72.79
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $4.0k 30.00 134.37
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Solstice Advanced Matls Com Shs (SOLS) 0.0 $3.9k 51.00 76.16
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Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.0 $3.7k 165.00 22.49
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Carnival Corp Common Stock (CCL) 0.0 $3.0k 117.00 25.79
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $2.7k NEW 13.00 211.15
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Pfizer (PFE) 0.0 $2.5k -15% 90.00 28.08
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Flagstar Bank National Assoc Com New (FLG) 0.0 $1.8k NEW 133.00 13.17
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Imax Corp Cad (IMAX) 0.0 $1.7k 45.00 38.00
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Agilon Health Com New (AGL) 0.0 $862.996600 NEW 109.00 7.92
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Southwest Airlines (LUV) 0.0 $797.000400 21.00 37.95
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Metropcs Communications (TMUS) 0.0 $630.000000 NEW 3.00 210.00
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Grail (GRAL) 0.0 $620.000400 12.00 51.67
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Perrigo SHS (PRGO) 0.0 $537.000000 50.00 10.74
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Devon Energy Corporation (DVN) 0.0 $452.999700 NEW 9.00 50.33
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Electra Battery Materials (ELBM) 0.0 $406.000000 725.00 0.56
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Ubs Group SHS (UBS) 0.0 $156.000000 NEW 4.00 39.00
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Spdr Series Trust State Street Spd (SPAB) 0.0 $135.000000 -95% 5.00 27.00
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $108.000000 1.00 108.00
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Lumen Technologies (LUMN) 0.0 $56.000000 NEW 8.00 7.00
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American Bitcoin Corp. Com Cl A (ABTC) 0.0 $47.001600 51.00 0.92
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Unisys Corp Com New (UIS) 0.0 $34.999600 NEW 17.00 2.06
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Good Times Restaurants Com New (GTIM) 0.0 $14.999400 NEW 13.00 1.15
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Past Filings by Midwest Capital Advisors

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