MidWestOne Financial Group
Latest statistics and disclosures from MidWestOne Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOFG, SCHV, AAPL, VONG, SPYM, and represent 31.47% of MidWestOne Financial Group's stock portfolio.
- Added to shares of these 10 stocks: MUB (+$19M), VUSB (+$5.4M), FRMI, VCSH, SPAB, SCHB, XLU, JMUB, SVIX, FOUR.
- Started 23 new stock positions in Invesco Exch Traded Fd Tr Ii, VUSB, WIX, OMC, AMD, HUBB, RKLB, URNM, TEVA, SNDK. HRMY, FLEX, SLNO, HYD, MOD, ASND, FRMI, COHR, WFC, GMED, SVIX, KWEB, GILD.
- Reduced shares in these 10 stocks: MU (-$7.1M), UTEN (-$6.2M), SGRY, VCLT, GPN, , JAZZ, PNC, JEPI, AAPL.
- Sold out of its positions in AstraZeneca, CMG, FANG, FI, DOC, HPE, HMC, PGX, IVW, IWS. K, MPC, PNC, PYPL, DIA, XLK, SGRY, UGI, VGIT, ACGL.
- MidWestOne Financial Group was a net buyer of stock by $19M.
- MidWestOne Financial Group has $901M in assets under management (AUM), dropping by 9.36%.
- Central Index Key (CIK): 0001412665
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Portfolio Holdings for MidWestOne Financial Group
MidWestOne Financial Group holds 305 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MidWestOne Financial (MOFG) | 17.3 | $156M | 4.1M | 38.50 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 3.9 | $35M | +3% | 1.2M | 29.61 |
|
| Apple (AAPL) | 3.9 | $35M | -2% | 129k | 271.86 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.6 | $32M | 264k | 121.75 |
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| Spdr Series Trust State Street Spd (SPYM) | 2.8 | $25M | +2% | 309k | 80.22 |
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| Ishares Tr National Mun Etf (MUB) | 2.7 | $24M | +394% | 227k | 107.11 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.7 | $24M | +2% | 268k | 89.46 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.1 | $19M | +19% | 721k | 26.23 |
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| Spdr Series Trust State Street Spd (SPAB) | 1.8 | $16M | +28% | 631k | 25.75 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 1.8 | $16M | -15% | 208k | 75.85 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $15M | -5% | 146k | 99.88 |
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| Microsoft Corporation (MSFT) | 1.6 | $14M | -2% | 30k | 483.61 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $14M | +34% | 178k | 79.73 |
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| Micron Technology (MU) | 1.2 | $11M | -40% | 37k | 285.41 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $9.6M | 30k | 322.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $7.6M | -6% | 24k | 313.80 |
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| Abbvie (ABBV) | 0.8 | $7.2M | 31k | 228.49 |
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| Eli Lilly & Co. (LLY) | 0.8 | $6.9M | 6.4k | 1074.68 |
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| Meta Platforms Cl A (META) | 0.7 | $6.6M | +7% | 10k | 660.05 |
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| Broadcom (AVGO) | 0.7 | $6.6M | -9% | 19k | 346.10 |
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| Vaneck Etf Trust Long Muni Etf (MLN) | 0.7 | $6.5M | +9% | 369k | 17.53 |
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| UMB Financial Corporation (UMBF) | 0.7 | $6.4M | 56k | 115.04 |
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| Hldgs (UAL) | 0.6 | $5.7M | -7% | 51k | 111.82 |
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| Amazon (AMZN) | 0.6 | $5.7M | +7% | 25k | 230.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.6M | -4% | 11k | 502.64 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.6 | $5.6M | -16% | 33k | 170.00 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.6 | $5.4M | NEW | 107k | 49.84 |
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| Johnson & Johnson (JNJ) | 0.6 | $5.3M | -2% | 26k | 206.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $5.3M | 7.8k | 681.92 |
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| United Therapeutics Corporation (UTHR) | 0.6 | $5.2M | +13% | 11k | 487.25 |
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| Abbott Laboratories (ABT) | 0.5 | $4.8M | -2% | 39k | 125.29 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $4.7M | +7% | 57k | 83.75 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.5 | $4.7M | +99% | 111k | 42.69 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $4.7M | +16% | 106k | 44.41 |
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| United Rentals (URI) | 0.5 | $4.6M | -4% | 5.6k | 809.32 |
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| Caterpillar (CAT) | 0.5 | $4.5M | 7.9k | 572.87 |
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| Oracle Corporation (ORCL) | 0.5 | $4.5M | -4% | 23k | 194.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.5M | -7% | 14k | 313.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.4M | 6.5k | 684.94 |
|
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| Fermi (FRMI) | 0.5 | $4.4M | NEW | 546k | 8.00 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.5 | $4.3M | 95k | 45.21 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $4.3M | +6% | 15k | 290.22 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.5 | $4.1M | -3% | 76k | 53.15 |
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| Bunge Global Sa Com Shs (BG) | 0.4 | $4.0M | -15% | 45k | 89.08 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $4.0M | -11% | 33k | 120.34 |
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| Leidos Holdings (LDOS) | 0.4 | $4.0M | +2% | 22k | 180.40 |
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| Western Alliance Bancorporation (WAL) | 0.4 | $3.9M | +28% | 47k | 84.07 |
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| McKesson Corporation (MCK) | 0.4 | $3.9M | 4.7k | 820.29 |
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| At&t (T) | 0.4 | $3.9M | +2% | 156k | 24.84 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $3.8M | -19% | 67k | 57.24 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.4 | $3.6M | -3% | 207k | 17.41 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $3.5M | -2% | 6.1k | 579.45 |
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| Cisco Systems (CSCO) | 0.4 | $3.4M | -5% | 45k | 77.03 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $3.4M | 76k | 44.50 |
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| Wal-Mart Stores (WMT) | 0.4 | $3.4M | 30k | 111.41 |
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| General Motors Company (GM) | 0.4 | $3.3M | -7% | 41k | 81.32 |
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| Visa Com Cl A (V) | 0.4 | $3.3M | 9.3k | 350.71 |
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| Procter & Gamble Company (PG) | 0.4 | $3.2M | -2% | 23k | 143.31 |
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| Aon Shs Cl A (AON) | 0.4 | $3.2M | 9.1k | 352.88 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.2M | -3% | 47k | 67.22 |
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| Chevron Corporation (CVX) | 0.3 | $3.1M | -12% | 21k | 152.41 |
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| NVIDIA Corporation (NVDA) | 0.3 | $3.0M | +27% | 16k | 186.50 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $3.0M | +5% | 96k | 30.96 |
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| International Business Machines (IBM) | 0.3 | $2.9M | 9.8k | 296.21 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $2.9M | +19% | 30k | 96.28 |
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| Darling International (DAR) | 0.3 | $2.9M | -17% | 80k | 36.00 |
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| Alliant Energy Corporation (LNT) | 0.3 | $2.7M | 42k | 65.01 |
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| Nrg Energy Com New (NRG) | 0.3 | $2.7M | -14% | 17k | 159.24 |
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| Signet Jewelers SHS (SIG) | 0.3 | $2.7M | -19% | 33k | 82.88 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $2.7M | 16k | 167.94 |
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| Gra (GGG) | 0.3 | $2.7M | 33k | 81.97 |
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| Home Depot (HD) | 0.3 | $2.7M | -4% | 7.8k | 344.05 |
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| Citigroup Com New (C) | 0.3 | $2.6M | 22k | 116.69 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $2.5M | -16% | 152k | 16.49 |
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| Boeing Company (BA) | 0.3 | $2.5M | +7% | 12k | 217.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.5M | -3% | 3.9k | 627.13 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.4M | 9.3k | 257.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.4M | 3.9k | 614.31 |
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| Dell Technologies CL C (DELL) | 0.3 | $2.3M | -17% | 19k | 125.88 |
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| Global Payments (GPN) | 0.3 | $2.3M | -48% | 30k | 77.40 |
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| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.3 | $2.3M | +16% | 44k | 52.34 |
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| Allstate Corporation (ALL) | 0.3 | $2.3M | 11k | 208.14 |
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| Intel Corporation (INTC) | 0.3 | $2.3M | -2% | 62k | 36.90 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.3M | +4% | 7.4k | 308.03 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $2.2M | +1001% | 45k | 50.50 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $2.2M | -24% | 32k | 69.40 |
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| Deere & Company (DE) | 0.2 | $2.2M | 4.8k | 465.57 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $2.2M | 14k | 162.01 |
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| Verizon Communications (VZ) | 0.2 | $2.1M | 51k | 40.73 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $2.0M | 35k | 58.12 |
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| Philip Morris International (PM) | 0.2 | $2.0M | 13k | 160.40 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.0M | +15% | 21k | 95.22 |
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| Synchrony Financial (SYF) | 0.2 | $2.0M | -6% | 24k | 83.43 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $2.0M | -7% | 31k | 64.39 |
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| Boston Scientific Corporation (BSX) | 0.2 | $2.0M | +18% | 21k | 95.35 |
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| Goldman Sachs (GS) | 0.2 | $2.0M | -6% | 2.2k | 878.78 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.9M | 79k | 24.04 |
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| Barclays Adr (BCS) | 0.2 | $1.9M | -19% | 74k | 25.45 |
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| MetLife (MET) | 0.2 | $1.9M | -13% | 24k | 78.94 |
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| Vs Trust -1x Shrt Vix Fut (SVIX) | 0.2 | $1.9M | NEW | 77k | 24.23 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.8M | 9.9k | 183.40 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.8M | +3% | 9.9k | 177.37 |
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| Emerson Electric (EMR) | 0.2 | $1.7M | 13k | 132.72 |
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| Vale S A Sponsored Ads (VALE) | 0.2 | $1.7M | -26% | 133k | 13.03 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.7M | -33% | 16k | 110.19 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.7M | 6.1k | 279.14 |
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| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.2 | $1.7M | 55k | 30.99 |
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| Marvell Technology (MRVL) | 0.2 | $1.7M | +12% | 20k | 84.98 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | -2% | 2.0k | 862.34 |
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| Tesla Motors (TSLA) | 0.2 | $1.7M | 3.7k | 449.72 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.7M | -3% | 17k | 96.03 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.6M | -5% | 17k | 96.27 |
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| salesforce (CRM) | 0.2 | $1.6M | +23% | 6.2k | 264.87 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.6M | +6% | 60k | 27.43 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | +10% | 2.7k | 570.88 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $1.6M | 29k | 54.77 |
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| ConocoPhillips (COP) | 0.2 | $1.6M | +27% | 17k | 93.61 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.5M | 3.9k | 386.85 |
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| Pepsi (PEP) | 0.2 | $1.5M | -5% | 10k | 143.54 |
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| Shell Spon Ads (SHEL) | 0.2 | $1.4M | +4% | 20k | 73.48 |
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| Norfolk Southern (NSC) | 0.2 | $1.4M | 5.0k | 288.72 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $1.4M | +43% | 17k | 85.37 |
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| Cummins (CMI) | 0.2 | $1.4M | 2.7k | 510.45 |
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| Shift4 Pmts Cl A (FOUR) | 0.2 | $1.4M | +576% | 22k | 62.97 |
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| Nextera Energy (NEE) | 0.2 | $1.4M | 17k | 80.28 |
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| 3M Company (MMM) | 0.2 | $1.4M | 8.5k | 160.10 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.2 | $1.4M | +3% | 8.5k | 159.93 |
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| HNI Corporation (HNI) | 0.2 | $1.4M | 32k | 42.04 |
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| Spdr Series Trust State Street Spd (JNK) | 0.2 | $1.4M | +14% | 14k | 97.21 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.3M | 15k | 91.21 |
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| Alaska Air (ALK) | 0.1 | $1.3M | +213% | 27k | 50.30 |
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| American Express Company (AXP) | 0.1 | $1.3M | +3% | 3.5k | 370.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | -8% | 5.3k | 246.16 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.3M | 9.4k | 136.94 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -2% | 12k | 105.26 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.3M | -13% | 7.8k | 162.79 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.3M | -2% | 8.2k | 154.14 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.2M | -4% | 7.0k | 177.53 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | -2% | 4.8k | 256.99 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -12% | 4.5k | 268.25 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | -18% | 22k | 53.94 |
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| Viatris (VTRS) | 0.1 | $1.2M | 97k | 12.45 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | 17k | 69.91 |
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| Corning Incorporated (GLW) | 0.1 | $1.2M | 14k | 87.56 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | -23% | 19k | 62.47 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $1.2M | +2% | 4.9k | 235.99 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.2M | +13% | 8.2k | 141.06 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $1.1M | +35% | 5.7k | 198.72 |
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| UnitedHealth (UNH) | 0.1 | $1.1M | -7% | 3.4k | 330.03 |
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| Talen Energy Corp (TLN) | 0.1 | $1.1M | +73% | 3.0k | 374.84 |
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| RBB Us Treasr 10 Yr (UTEN) | 0.1 | $1.1M | -84% | 25k | 44.05 |
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| Blackrock (BLK) | 0.1 | $1.1M | -7% | 1.0k | 1070.34 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | -4% | 1.6k | 653.57 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | -6% | 11k | 99.91 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.1M | +7% | 43k | 24.95 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | +24% | 9.4k | 113.77 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.1M | -43% | 40k | 26.49 |
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| McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.5k | 305.63 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $1.0M | 45k | 23.19 |
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| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.1 | $1.0M | -9% | 20k | 52.00 |
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| Vistra Energy (VST) | 0.1 | $1.0M | +75% | 6.4k | 161.33 |
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| Home BancShares (HOMB) | 0.1 | $1.0M | 36k | 27.78 |
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| Soleno Therapeutics (SLNO) | 0.1 | $1.0M | NEW | 22k | 46.30 |
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| Bank of America Corporation (BAC) | 0.1 | $1.0M | -11% | 18k | 55.00 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $995k | -25% | 40k | 24.94 |
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| TJX Companies (TJX) | 0.1 | $977k | -12% | 6.4k | 153.61 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $971k | 19k | 50.29 |
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| Servicenow (NOW) | 0.1 | $960k | +480% | 6.3k | 153.19 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $959k | +55% | 2.7k | 349.99 |
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| Corteva (CTVA) | 0.1 | $954k | 14k | 67.03 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $941k | +2% | 8.0k | 117.19 |
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| Donaldson Company (DCI) | 0.1 | $916k | 10k | 88.66 |
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| Us Bancorp Del Com New (USB) | 0.1 | $899k | 17k | 53.36 |
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| Netflix (NFLX) | 0.1 | $890k | +885% | 9.5k | 93.76 |
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| Honeywell International (HON) | 0.1 | $865k | 4.4k | 195.09 |
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| Chemed Corp Com Stk (CHE) | 0.1 | $856k | 2.0k | 427.86 |
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| Constellation Energy (CEG) | 0.1 | $855k | 2.4k | 353.27 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $843k | NEW | 15k | 54.89 |
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| Waste Management (WM) | 0.1 | $840k | -4% | 3.8k | 219.65 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $835k | +15% | 28k | 29.89 |
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| Dover Corporation (DOV) | 0.1 | $826k | 4.2k | 195.24 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $816k | -3% | 4.7k | 173.49 |
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| Icon SHS (ICLR) | 0.1 | $813k | 4.5k | 182.22 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $806k | -44% | 17k | 48.46 |
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| CSX Corporation (CSX) | 0.1 | $805k | 22k | 36.25 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $792k | -3% | 1.6k | 483.67 |
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| Roper Industries (ROP) | 0.1 | $768k | 1.7k | 445.13 |
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| Trane Technologies SHS (TT) | 0.1 | $757k | 1.9k | 389.20 |
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| Danaher Corporation (DHR) | 0.1 | $743k | 3.2k | 228.92 |
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| American Tower Reit (AMT) | 0.1 | $742k | 4.2k | 175.51 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $740k | +161% | 24k | 30.54 |
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| FedEx Corporation (FDX) | 0.1 | $725k | +15% | 2.5k | 288.86 |
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| Analog Devices (ADI) | 0.1 | $724k | 2.7k | 271.20 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $676k | 7.0k | 96.30 |
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| Stryker Corporation (SYK) | 0.1 | $675k | +126% | 1.9k | 351.47 |
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| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $654k | NEW | 3.1k | 213.24 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $624k | NEW | 18k | 34.05 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $611k | -8% | 5.4k | 113.92 |
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| Quanta Services (PWR) | 0.1 | $601k | +18% | 1.4k | 422.06 |
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| Metropcs Communications (TMUS) | 0.1 | $600k | +34% | 3.0k | 203.04 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $597k | -2% | 679.00 | 878.96 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $596k | 2.0k | 302.11 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $594k | -6% | 8.3k | 71.41 |
|
| Pfizer (PFE) | 0.1 | $592k | 24k | 24.90 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $572k | +53% | 1.7k | 335.27 |
|
| Altria (MO) | 0.1 | $572k | -2% | 9.9k | 57.66 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $563k | +7% | 11k | 53.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $527k | -30% | 1.1k | 487.86 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $508k | 2.4k | 211.79 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $497k | -2% | 17k | 28.82 |
|
| AutoZone (AZO) | 0.1 | $492k | 145.00 | 3391.50 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $475k | +143% | 3.6k | 131.03 |
|
| Cameco Corporation (CCJ) | 0.1 | $470k | 5.1k | 91.49 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $458k | 9.2k | 49.90 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $445k | 4.4k | 100.89 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $443k | 1.4k | 323.01 |
|
|
| Hubspot (HUBS) | 0.0 | $440k | +143% | 1.1k | 401.30 |
|
| Darden Restaurants (DRI) | 0.0 | $436k | 2.4k | 184.02 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $435k | -48% | 563.00 | 771.87 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $429k | -6% | 1.3k | 340.07 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $419k | 4.0k | 104.72 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $401k | +23% | 5.4k | 74.07 |
|
| Target Corporation (TGT) | 0.0 | $385k | 3.9k | 97.75 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $379k | 5.0k | 75.05 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $378k | -36% | 1.5k | 246.30 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $377k | +15% | 7.0k | 53.83 |
|
| Fortune Brands (FBIN) | 0.0 | $377k | 7.5k | 50.02 |
|
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $362k | 6.9k | 52.80 |
|
|
| Cigna Corp (CI) | 0.0 | $357k | 1.3k | 275.23 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $347k | 1.4k | 247.02 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $345k | NEW | 11k | 31.21 |
|
| Union Pacific Corporation (UNP) | 0.0 | $344k | -36% | 1.5k | 231.32 |
|
| Evergy (EVRG) | 0.0 | $339k | 4.7k | 72.49 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $338k | NEW | 6.6k | 51.12 |
|
| D.R. Horton (DHI) | 0.0 | $338k | 2.3k | 144.03 |
|
|
| Prologis (PLD) | 0.0 | $336k | 2.6k | 127.66 |
|
|
| Dominion Resources (D) | 0.0 | $335k | 5.7k | 58.59 |
|
|
| Chesapeake Energy Corp (EXE) | 0.0 | $327k | -31% | 3.0k | 110.36 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $326k | 14k | 23.02 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $326k | -8% | 6.6k | 49.65 |
|
| Nexpoint Diversified Rel Et Com New (NXDT) | 0.0 | $326k | 85k | 3.83 |
|
|
| Ametek (AME) | 0.0 | $324k | 1.6k | 205.31 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $324k | 2.7k | 119.32 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $322k | -52% | 12k | 26.32 |
|
| Harmony Biosciences Hldgs In (HRMY) | 0.0 | $319k | NEW | 8.5k | 37.42 |
|
| Sandisk Corp (SNDK) | 0.0 | $317k | NEW | 1.3k | 237.38 |
|
| Prudential Financial (PRU) | 0.0 | $315k | +6% | 2.8k | 112.88 |
|
| Modine Manufacturing (MOD) | 0.0 | $315k | NEW | 2.4k | 133.51 |
|
| Wix SHS (WIX) | 0.0 | $315k | NEW | 3.0k | 103.89 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $312k | 12k | 26.42 |
|
|
| Citizens Financial (CFG) | 0.0 | $311k | 5.3k | 58.41 |
|
|
| Garmin SHS (GRMN) | 0.0 | $306k | -14% | 1.5k | 202.85 |
|
| Omni (OMC) | 0.0 | $306k | NEW | 3.8k | 80.75 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $304k | 5.5k | 55.22 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $302k | 3.0k | 99.19 |
|
|
| Macy's (M) | 0.0 | $301k | 14k | 22.05 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $297k | -10% | 278.00 | 1069.86 |
|
| Kraft Heinz (KHC) | 0.0 | $296k | 12k | 24.25 |
|
|
| Medtronic SHS (MDT) | 0.0 | $292k | +7% | 3.0k | 96.06 |
|
| Southern Company (SO) | 0.0 | $291k | -5% | 3.3k | 87.20 |
|
| MercadoLibre (MELI) | 0.0 | $290k | -8% | 144.00 | 2014.26 |
|
| Washington Federal (WAFD) | 0.0 | $282k | 8.8k | 32.03 |
|
|
| Qualcomm (QCOM) | 0.0 | $279k | 1.6k | 171.05 |
|
|
| EQT Corporation (EQT) | 0.0 | $278k | 5.2k | 53.60 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $273k | NEW | 2.9k | 93.20 |
|
| Hubbell (HUBB) | 0.0 | $265k | NEW | 597.00 | 444.11 |
|
| Acm Resh Com Cl A (ACMR) | 0.0 | $264k | -6% | 6.7k | 39.45 |
|
| Gigacloud Technology Class A Ord (GCT) | 0.0 | $258k | -7% | 6.6k | 39.28 |
|
| Digital Realty Trust (DLR) | 0.0 | $255k | 1.6k | 154.71 |
|
|
| Builders FirstSource (BLDR) | 0.0 | $254k | -6% | 2.5k | 102.89 |
|
| Best Buy (BBY) | 0.0 | $249k | +29% | 3.7k | 66.93 |
|
| Hartford Financial Services (HIG) | 0.0 | $248k | -5% | 1.8k | 137.80 |
|
| Globus Med Cl A (GMED) | 0.0 | $244k | NEW | 2.8k | 87.31 |
|
| Automatic Data Processing (ADP) | 0.0 | $244k | +18% | 948.00 | 257.23 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $242k | NEW | 3.5k | 69.76 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf | 0.0 | $241k | NEW | 21k | 11.24 |
|
| Essential Utils (WTRG) | 0.0 | $240k | 6.3k | 38.36 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $239k | +6% | 1.5k | 154.80 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $239k | -3% | 3.0k | 79.36 |
|
| Coherent Corp (COHR) | 0.0 | $237k | NEW | 1.3k | 184.57 |
|
| Enbridge (ENB) | 0.0 | $235k | +4% | 4.9k | 47.83 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $234k | 1.7k | 137.96 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $231k | 1.7k | 137.87 |
|
|
| Community Bank System (CBU) | 0.0 | $230k | 4.0k | 57.44 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $227k | 12k | 18.91 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $226k | 2.2k | 102.80 |
|
|
| Phillips 66 (PSX) | 0.0 | $226k | 1.8k | 129.04 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $225k | -31% | 2.6k | 85.25 |
|
| Linde SHS (LIN) | 0.0 | $221k | -18% | 519.00 | 426.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $221k | 1.8k | 120.18 |
|
|
| Gilead Sciences (GILD) | 0.0 | $221k | NEW | 1.8k | 122.74 |
|
| Highland Opps & Income Highland Income (HFRO) | 0.0 | $219k | 37k | 5.98 |
|
|
| General Mills (GIS) | 0.0 | $218k | 4.7k | 46.50 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $214k | NEW | 1.0k | 214.16 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $214k | 10k | 20.89 |
|
|
| Fortinet (FTNT) | 0.0 | $208k | -11% | 2.6k | 79.41 |
|
| Simon Property (SPG) | 0.0 | $205k | 1.1k | 185.11 |
|
|
| Flex Ord (FLEX) | 0.0 | $205k | NEW | 3.4k | 60.42 |
|
| Exelon Corporation (EXC) | 0.0 | $203k | 4.7k | 43.59 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $183k | 14k | 13.28 |
|
|
| AES Corporation (AES) | 0.0 | $180k | 13k | 14.34 |
|
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $178k | -8% | 14k | 12.60 |
|
| Amprius Technologies Common Stock (AMPX) | 0.0 | $134k | -7% | 17k | 7.89 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $118k | 19k | 6.17 |
|
|
| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $75k | 12k | 6.17 |
|
Past Filings by MidWestOne Financial Group
SEC 13F filings are viewable for MidWestOne Financial Group going back to 2019
- MidWestOne Financial Group 2025 Q4 filed Feb. 12, 2026
- MidWestOne Financial Group 2025 Q3 filed Nov. 6, 2025
- MidWestOne Financial Group 2025 Q2 filed Aug. 14, 2025
- MidWestOne Financial Group 2025 Q1 filed May 15, 2025
- MidWestOne Financial Group 2024 Q4 filed Feb. 18, 2025
- MidWestOne Financial Group 2024 Q3 filed Nov. 15, 2024
- MidWestOne Financial Group 2024 Q2 filed Aug. 15, 2024
- MidWestOne Financial Group 2024 Q1 filed May 15, 2024
- MidWestOne Financial Group 2023 Q4 filed Feb. 15, 2024
- MidWestOne Financial Group 2023 Q3 filed Nov. 15, 2023
- MidWestOne Financial Group 2023 Q2 filed Aug. 15, 2023
- MidWestOne Financial Group 2023 Q1 filed May 16, 2023
- MidWestOne Financial Group 2022 Q4 filed Feb. 14, 2023
- MidWestOne Financial Group 2022 Q3 filed Nov. 15, 2022
- MidWestOne Financial Group 2022 Q2 filed Aug. 16, 2022
- MidWestOne Financial Group 2022 Q1 filed May 17, 2022