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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, IVW, AAPL, AVUV, AMD, and represent 26.02% of Midwest Financial Group's stock portfolio.
Added to shares of these 10 stocks: AVUV, IVW, TLT, AVLV, AVGO, AFL, SCHD, PYPL, PRF, VO.
Started 6 new stock positions in VO, IVV, AFL, PYPL, ABBV, PRF.
Reduced shares in these 10 stocks: VZ, OGS, KO, , VCSH, VOE, , XLV, TSN, AAPL.
Sold out of its positions in MO, CHY.
Midwest Financial Group was a net buyer of stock by $6.1M.
Midwest Financial Group has $170M in assets under management (AUM), dropping by 8.34%.
Central Index Key (CIK): 0001967193

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Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 109 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.4	$11M	+2%	129k	84.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	6.1	$10M	+13%	108k	95.75	View chart
Apple (AAPL)	5.2	$8.9M		38k	232.99	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.3	$7.4M	+48%	77k	95.95	View chart
Advanced Micro Devices (AMD)	4.0	$6.8M		42k	164.07	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	3.9	$6.7M	+2%	270k	24.64	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.6	$6.1M		54k	112.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$5.9M		12k	488.10	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.2	$5.5M	+2%	56k	96.94	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.7	$4.5M		92k	49.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.5	$4.2M	-3%	25k	167.68	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.4	$4.1M		7.2k	569.75	View chart
Microsoft Corporation (MSFT)	2.4	$4.0M		9.4k	430.28	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.2	$3.8M	+13%	58k	65.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$3.6M	+2%	31k	116.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.9	$3.2M	+35%	33k	98.11	View chart
Oneok (OKE)	1.9	$3.2M	-2%	35k	91.13	View chart
Select Sector Spdr Tr Energy (XLE)	1.5	$2.6M	+6%	29k	87.82	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.4	$2.4M	+2%	107k	22.40	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	1.3	$2.3M	+2%	95k	23.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$2.2M	+4%	11k	200.76	View chart
Micron Technology (MU)	1.2	$2.1M		20k	103.72	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	1.2	$2.1M		55k	37.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.1M	+7%	4.5k	460.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$2.0M		41k	47.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.1	$1.9M		63k	30.36	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	1.1	$1.8M		65k	28.13	View chart
Exxon Mobil Corporation (XOM)	1.0	$1.6M		14k	117.22	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.9	$1.6M	+4%	20k	80.80	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.9	$1.5M	+7%	6.6k	230.58	View chart
Us Bancorp Del Com New (USB)	0.9	$1.5M		32k	45.74	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.8	$1.4M	-2%	17k	82.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.3M		2.3k	573.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$1.3M		18k	71.74	View chart
First Tr Exchange-traded Merger Arbitra (MARB)	0.8	$1.3M		66k	19.80	View chart
Boeing Company (BA)	0.8	$1.3M		8.6k	151.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$1.1M	-2%	22k	49.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$1.1M	-9%	6.9k	154.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$1.0M	+6%	9.9k	104.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.0M		15k	66.51	View chart
Amazon (AMZN)	0.6	$1.0M		5.4k	186.37	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$941k		18k	52.97	View chart
Pepsi (PEP)	0.5	$936k		5.5k	170.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$920k		3.2k	283.25	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$879k		8.1k	108.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$854k	+33%	5.2k	165.83	View chart
Raytheon Technologies Corp (RTX)	0.5	$850k	-3%	7.0k	121.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$825k		9.0k	91.36	View chart
Coca-Cola Company (KO)	0.5	$783k	-28%	11k	71.89	View chart
CSX Corporation (CSX)	0.5	$780k	-2%	23k	34.51	View chart
Devon Energy Corporation (DVN)	0.5	$778k	+2%	20k	39.13	View chart
American Express Company (AXP)	0.4	$738k		2.7k	271.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$732k	-17%	9.2k	79.45	View chart
UnitedHealth (UNH)	0.4	$731k		1.3k	584.33	View chart
Procter & Gamble Company (PG)	0.4	$728k	-2%	4.2k	173.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$691k		2.8k	245.47	View chart
Mastercard Incorporated Cl A (MA)	0.4	$673k		1.4k	494.13	View chart
Draftkings Com Cl A (DKNG)	0.4	$668k		17k	39.18	View chart
NVIDIA Corporation (NVDA)	0.4	$653k	+4%	5.4k	121.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$621k	+29%	3.6k	174.59	View chart
Fifth Third Ban (FITB)	0.3	$587k		14k	42.84	View chart
Evergy (EVRG)	0.3	$576k	-11%	9.3k	61.97	View chart
T. Rowe Price (TROW)	0.3	$572k	-4%	5.3k	108.85	View chart
One Gas (OGS)	0.3	$530k	-40%	7.1k	74.47	View chart
Canadian Pacific Kansas City (CP)	0.3	$528k		6.2k	85.51	View chart
Dollar General (DG)	0.3	$489k	-6%	5.8k	84.62	View chart
Visa Com Cl A (V)	0.3	$473k		1.7k	275.16	View chart
Verizon Communications (VZ)	0.3	$468k	-46%	10k	44.89	View chart
Chevron Corporation (CVX)	0.3	$466k		3.2k	147.33	View chart
Applied Materials (AMAT)	0.3	$459k		2.3k	201.94	View chart
Union Pacific Corporation (UNP)	0.3	$454k		1.8k	246.61	View chart
Lattice Semiconductor (LSCC)	0.3	$436k	+17%	8.2k	53.07	View chart
Tyson Foods Cl A (TSN)	0.3	$435k	-19%	7.3k	59.59	View chart
Pfizer (PFE)	0.3	$430k	+9%	15k	28.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$430k	-2%	1.9k	220.74	View chart
Johnson & Johnson (JNJ)	0.2	$422k	-3%	2.6k	162.18	View chart
McDonald's Corporation (MCD)	0.2	$416k		1.4k	304.76	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$406k	-18%	12k	33.24	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$396k	-2%	7.8k	50.77	View chart
Broadcom (AVGO)	0.2	$384k	+1121%	2.2k	172.74	View chart
Tractor Supply Company (TSCO)	0.2	$352k		1.2k	290.91	View chart
ConocoPhillips (COP)	0.2	$351k	-3%	3.3k	105.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$349k		8.5k	41.09	View chart
Royal Caribbean Cruises (RCL)	0.2	$328k		1.9k	177.30	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$326k		8.7k	37.65	View chart
CVS Caremark Corporation (CVS)	0.2	$318k		5.1k	62.78	View chart
Costco Wholesale Corporation (COST)	0.2	$316k		356.00	887.64	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$312k	+3%	13k	24.47	View chart
Capitol Federal Financial (CFFN)	0.2	$308k	-4%	53k	5.84	View chart
Zoom Video Communications In Cl A (ZM)	0.2	$308k	-6%	4.4k	69.68	View chart
Herc Hldgs (HRI)	0.2	$293k		1.8k	159.24	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$290k		3.2k	90.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$286k	+4%	542.00	527.68	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$257k	-5%	7.7k	33.19	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$252k		1.3k	200.64	View chart
AFLAC Incorporated (AFL)	0.1	$242k	NEW	2.2k	111.62	View chart
Paypal Holdings (PYPL)	0.1	$233k	NEW	3.0k	77.95	View chart
Bank of America Corporation (BAC)	0.1	$218k		5.5k	39.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$218k		1.7k	128.08	View chart
Merck & Co (MRK)	0.1	$214k		1.9k	113.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$214k	NEW	812.00	263.55	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$214k	NEW	5.3k	40.72	View chart
Abbvie (ABBV)	0.1	$211k	NEW	1.1k	197.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$209k	NEW	363.00	575.76	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$207k		916.00	225.98	View chart
Target Corporation (TGT)	0.1	$204k	-3%	1.3k	155.73	View chart
Ford Motor Company (F)	0.1	$130k	-7%	12k	10.53	View chart
Fastly Cl A (FSLY)	0.1	$115k	-4%	15k	7.58	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$79k		12k	6.57	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 Q3 filed Oct. 17, 2024
Midwest Financial Group 2024 Q2 filed July 17, 2024
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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