MidWestOne Financial Group
Latest statistics and disclosures from MidWestOne Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOFG, AAPL, SCHV, VONG, SPLG, and represent 28.78% of MidWestOne Financial Group's stock portfolio.
- Added to shares of these 10 stocks: UTHR, AGG, VCLT, DAR, SPAB, NRG, GPN, VCSH, MRVL, WAL.
- Started 14 new stock positions in IBIT, ACMR, UGI, FI, XLV, HPE, EXE, MPC, SPG, ANET. GCT, AZN, ALK, BBY.
- Reduced shares in these 10 stocks: DOC, DE, VONG, ACGL, , GLDM, CQQQ, SGRY, TM, MU.
- Sold out of its positions in BP, CVE, IQV, ROOT, TTD, TM, PARA, Walgreen Boots Alliance.
- MidWestOne Financial Group was a net buyer of stock by $5.6M.
- MidWestOne Financial Group has $823M in assets under management (AUM), dropping by 6.92%.
- Central Index Key (CIK): 0001412665
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Portfolio Holdings for MidWestOne Financial Group
MidWestOne Financial Group holds 302 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 | |
|---|---|---|---|---|---|---|
| MidWestOne Financial (MOFG) | 13.9 | $115M | 4.1M | 28.29 |
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| Apple (AAPL) | 4.1 | $34M | 132k | 254.63 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 4.1 | $34M | 1.1M | 29.11 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.8 | $32M | -5% | 261k | 120.50 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 2.9 | $24M | -2% | 302k | 78.34 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.8 | $23M | 261k | 87.31 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 2.3 | $19M | +12% | 247k | 77.65 |
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| Microsoft Corporation (MSFT) | 1.9 | $16M | 30k | 517.94 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.9 | $16M | +4% | 605k | 25.71 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $15M | +16% | 154k | 100.25 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 1.5 | $13M | +12% | 491k | 25.85 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $11M | +12% | 133k | 79.93 |
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| Micron Technology (MU) | 1.3 | $10M | -7% | 62k | 167.32 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $9.6M | 30k | 315.43 |
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| RBB Us Treasr 10 Yr (UTEN) | 0.9 | $7.3M | +10% | 166k | 44.22 |
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| Abbvie (ABBV) | 0.9 | $7.3M | -5% | 32k | 231.54 |
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| Broadcom (AVGO) | 0.8 | $6.9M | -2% | 21k | 329.91 |
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| Meta Platforms Cl A (META) | 0.8 | $6.8M | +3% | 9.3k | 734.33 |
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| Oracle Corporation (ORCL) | 0.8 | $6.8M | -3% | 24k | 281.24 |
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| UMB Financial Corporation (UMBF) | 0.8 | $6.6M | 56k | 118.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $6.3M | +4% | 26k | 243.55 |
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| Vaneck Etf Trust Long Muni Etf (MLN) | 0.7 | $5.9M | +4% | 338k | 17.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.9M | -3% | 12k | 502.73 |
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| United Rentals (URI) | 0.7 | $5.6M | 5.9k | 954.66 |
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| Hldgs (UAL) | 0.7 | $5.4M | 56k | 96.50 |
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| Abbott Laboratories (ABT) | 0.6 | $5.3M | 40k | 133.94 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.6 | $5.2M | +13% | 39k | 131.80 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $5.2M | 7.8k | 666.18 |
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| Amazon (AMZN) | 0.6 | $5.0M | +8% | 23k | 219.57 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $4.9M | +4% | 46k | 106.49 |
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| Johnson & Johnson (JNJ) | 0.6 | $4.9M | -3% | 26k | 185.41 |
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| Eli Lilly & Co. (LLY) | 0.6 | $4.8M | 6.4k | 763.00 |
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| Global Payments (GPN) | 0.6 | $4.8M | +32% | 58k | 83.08 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $4.8M | +2% | 55k | 87.21 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $4.7M | +5% | 82k | 57.10 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $4.4M | +8% | 53k | 84.11 |
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| Bunge Global Sa Com Shs (BG) | 0.5 | $4.4M | +11% | 54k | 81.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.3M | 6.5k | 669.30 |
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| At&t (T) | 0.5 | $4.3M | 151k | 28.24 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $4.2M | 38k | 112.75 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.5 | $4.1M | +5% | 79k | 52.25 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.5 | $4.1M | 95k | 42.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $4.1M | +19% | 14k | 293.74 |
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| Leidos Holdings (LDOS) | 0.5 | $4.1M | -9% | 22k | 188.96 |
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| United Therapeutics Corporation (UTHR) | 0.5 | $4.0M | +741% | 9.4k | 419.21 |
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| Signet Jewelers SHS (SIG) | 0.5 | $3.9M | -13% | 41k | 95.92 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $3.9M | +6% | 91k | 42.79 |
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| Caterpillar (CAT) | 0.5 | $3.8M | 8.0k | 477.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.7M | -7% | 15k | 243.10 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.5 | $3.7M | +5% | 214k | 17.42 |
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| McKesson Corporation (MCK) | 0.5 | $3.7M | 4.8k | 772.54 |
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| Chevron Corporation (CVX) | 0.4 | $3.7M | 24k | 155.29 |
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| Procter & Gamble Company (PG) | 0.4 | $3.6M | 23k | 153.65 |
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| Surgery Partners (SGRY) | 0.4 | $3.4M | -21% | 159k | 21.64 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $3.4M | 75k | 44.57 |
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| Home Depot (HD) | 0.4 | $3.3M | 8.1k | 405.15 |
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| Aon Shs Cl A (AON) | 0.4 | $3.2M | 9.1k | 356.58 |
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| Nrg Energy Com New (NRG) | 0.4 | $3.2M | +58% | 20k | 161.95 |
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| Cisco Systems (CSCO) | 0.4 | $3.2M | 47k | 68.42 |
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| Visa Com Cl A (V) | 0.4 | $3.2M | 9.5k | 341.38 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.2M | -3% | 49k | 65.92 |
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| Dell Technologies CL C (DELL) | 0.4 | $3.2M | +11% | 23k | 141.77 |
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| Western Alliance Bancorporation (WAL) | 0.4 | $3.2M | +42% | 37k | 86.72 |
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| Wal-Mart Stores (WMT) | 0.4 | $3.1M | 30k | 103.06 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $3.1M | +41% | 182k | 17.16 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $3.0M | -8% | 6.2k | 485.02 |
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| Darling International (DAR) | 0.4 | $3.0M | +94% | 96k | 30.87 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $2.9M | 91k | 31.62 |
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| Alliant Energy Corporation (LNT) | 0.3 | $2.8M | -2% | 42k | 67.41 |
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| Gra (GGG) | 0.3 | $2.8M | 33k | 84.96 |
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| International Business Machines (IBM) | 0.3 | $2.8M | 9.8k | 282.16 |
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| General Motors Company (GM) | 0.3 | $2.7M | +6% | 44k | 60.97 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $2.6M | 16k | 164.54 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.6M | 24k | 111.47 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.5M | -2% | 4.1k | 612.38 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $2.4M | -5% | 43k | 56.75 |
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| Allstate Corporation (ALL) | 0.3 | $2.4M | -2% | 11k | 214.64 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $2.4M | 25k | 95.19 |
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| NVIDIA Corporation (NVDA) | 0.3 | $2.4M | +13% | 13k | 186.58 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.4M | +20% | 9.3k | 254.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.3M | +2% | 3.9k | 600.37 |
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| Boeing Company (BA) | 0.3 | $2.3M | +11% | 11k | 215.83 |
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| MetLife (MET) | 0.3 | $2.3M | -17% | 28k | 82.37 |
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| Verizon Communications (VZ) | 0.3 | $2.2M | 51k | 43.95 |
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| Citigroup Com New (C) | 0.3 | $2.2M | -8% | 22k | 101.50 |
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| Deere & Company (DE) | 0.3 | $2.2M | -50% | 4.8k | 457.26 |
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| Intel Corporation (INTC) | 0.3 | $2.1M | -4% | 64k | 33.55 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.1M | 7.0k | 300.82 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.3 | $2.1M | +5% | 34k | 62.12 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $2.1M | -12% | 14k | 150.86 |
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| Philip Morris International (PM) | 0.3 | $2.1M | 13k | 162.20 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $2.0M | 35k | 57.52 |
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| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.2 | $2.0M | +2% | 38k | 52.48 |
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| Vale S A Sponsored Ads (VALE) | 0.2 | $2.0M | -6% | 181k | 10.86 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.9M | +9% | 71k | 26.95 |
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| Barclays Adr (BCS) | 0.2 | $1.9M | -2% | 92k | 20.67 |
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| Goldman Sachs (GS) | 0.2 | $1.9M | 2.4k | 796.52 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $1.9M | +9% | 31k | 60.03 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | 2.0k | 925.63 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.8M | -2% | 79k | 23.28 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.8M | 6.3k | 293.79 |
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| Synchrony Financial (SYF) | 0.2 | $1.8M | -9% | 26k | 71.05 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.8M | 18k | 95.15 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.8M | 18k | 96.55 |
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| Emerson Electric (EMR) | 0.2 | $1.7M | 13k | 131.18 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.7M | +15% | 18k | 97.63 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.7M | 10k | 167.33 |
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| Tesla Motors (TSLA) | 0.2 | $1.7M | 3.8k | 444.72 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.7M | -4% | 9.6k | 174.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.7M | -8% | 18k | 93.37 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.6M | -5% | 15k | 107.81 |
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| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.2 | $1.6M | 54k | 29.42 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.5M | 29k | 53.87 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.5M | 56k | 27.30 |
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| Valero Energy Corporation (VLO) | 0.2 | $1.5M | -8% | 8.9k | 170.26 |
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| Pepsi (PEP) | 0.2 | $1.5M | 11k | 140.43 |
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| HNI Corporation (HNI) | 0.2 | $1.5M | 32k | 46.85 |
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| Norfolk Southern (NSC) | 0.2 | $1.5M | 5.0k | 300.41 |
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| Marvell Technology (MRVL) | 0.2 | $1.5M | +312% | 18k | 84.07 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | 24k | 59.92 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.5M | 3.9k | 378.94 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.4M | 8.3k | 170.85 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.4M | 2.5k | 568.81 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.4M | +90% | 30k | 47.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.4M | -3% | 5.8k | 241.96 |
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| Shell Spon Ads (SHEL) | 0.2 | $1.3M | 19k | 71.53 |
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| 3M Company (MMM) | 0.2 | $1.3M | 8.6k | 155.18 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.3M | 9.4k | 142.41 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.2 | $1.3M | +2% | 54k | 24.93 |
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| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.2 | $1.3M | -42% | 22k | 59.01 |
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| Nextera Energy (NEE) | 0.2 | $1.3M | 17k | 75.49 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.2 | $1.3M | 8.2k | 155.87 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.3M | +24% | 5.2k | 246.55 |
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| Blackrock (BLK) | 0.2 | $1.3M | 1.1k | 1165.87 |
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| UnitedHealth (UNH) | 0.2 | $1.3M | -8% | 3.6k | 345.19 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 28k | 45.10 |
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| ConocoPhillips (COP) | 0.1 | $1.2M | -21% | 13k | 94.59 |
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| salesforce (CRM) | 0.1 | $1.2M | -16% | 5.0k | 236.94 |
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| Spdr Series Trust Bloomberg High Y (JNK) | 0.1 | $1.2M | 12k | 97.99 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.2M | 7.3k | 158.96 |
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| Cummins (CMI) | 0.1 | $1.2M | 2.7k | 422.37 |
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| Netflix (NFLX) | 0.1 | $1.2M | 963.00 | 1197.72 |
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| American Express Company (AXP) | 0.1 | $1.1M | 3.4k | 332.21 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $1.1M | -5% | 4.8k | 233.78 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | 17k | 66.32 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 12k | 95.47 |
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| Corning Incorporated (GLW) | 0.1 | $1.1M | 13k | 82.03 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | 1.7k | 614.90 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | -25% | 21k | 51.59 |
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| McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.5k | 303.89 |
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| TJX Companies (TJX) | 0.1 | $1.0M | 7.3k | 144.54 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $1.0M | +20% | 45k | 23.09 |
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| Home BancShares (HOMB) | 0.1 | $1.0M | 36k | 28.30 |
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| Merck & Co (MRK) | 0.1 | $1.0M | -3% | 12k | 83.93 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.0M | 40k | 25.56 |
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| Applied Materials (AMAT) | 0.1 | $1.0M | +16% | 4.9k | 204.74 |
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| Servicenow (NOW) | 0.1 | $993k | +8% | 1.1k | 920.28 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $988k | 7.2k | 137.80 |
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| Corteva (CTVA) | 0.1 | $974k | -2% | 14k | 67.63 |
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| Viatris (VTRS) | 0.1 | $974k | +7% | 98k | 9.90 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $972k | 7.9k | 123.73 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $967k | 19k | 50.07 |
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| Honeywell International (HON) | 0.1 | $934k | 4.4k | 210.50 |
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| PNC Financial Services (PNC) | 0.1 | $898k | 4.5k | 200.93 |
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| Chemed Corp Com Stk (CHE) | 0.1 | $896k | 2.0k | 447.74 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $892k | 4.9k | 183.73 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $891k | -55% | 12k | 76.45 |
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| Waste Management (WM) | 0.1 | $881k | +2% | 4.0k | 220.77 |
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| Roper Industries (ROP) | 0.1 | $876k | 1.8k | 498.69 |
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| Walt Disney Company (DIS) | 0.1 | $866k | 7.6k | 114.50 |
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| Peak (DOC) | 0.1 | $862k | -79% | 45k | 19.15 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $851k | -26% | 4.2k | 203.04 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $847k | 1.7k | 499.21 |
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| Donaldson Company (DCI) | 0.1 | $846k | 10k | 81.85 |
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| Trane Technologies SHS (TT) | 0.1 | $821k | 1.9k | 421.96 |
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| Us Bancorp Del Com New (USB) | 0.1 | $813k | -2% | 17k | 48.33 |
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| American Tower Reit (AMT) | 0.1 | $812k | 4.2k | 192.26 |
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| Constellation Energy (CEG) | 0.1 | $797k | 2.4k | 329.07 |
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| Icon SHS (ICLR) | 0.1 | $789k | 4.5k | 175.00 |
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| CSX Corporation (CSX) | 0.1 | $788k | -2% | 22k | 35.51 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $759k | -19% | 24k | 31.42 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $753k | 7.0k | 107.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $744k | 1.6k | 479.61 |
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| Talen Energy Corp (TLN) | 0.1 | $724k | -37% | 1.7k | 425.38 |
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| Vistra Energy (VST) | 0.1 | $715k | -30% | 3.6k | 195.92 |
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| Dover Corporation (DOV) | 0.1 | $703k | 4.2k | 166.83 |
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| Altria (MO) | 0.1 | $670k | 10k | 66.06 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $666k | 5.8k | 113.88 |
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| Danaher Corporation (DHR) | 0.1 | $651k | 3.3k | 198.26 |
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| Analog Devices (ADI) | 0.1 | $650k | 2.6k | 245.70 |
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| Illinois Tool Works (ITW) | 0.1 | $628k | -37% | 2.4k | 260.76 |
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| AutoZone (AZO) | 0.1 | $622k | 145.00 | 4290.24 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $622k | +105% | 1.8k | 352.75 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $617k | +182% | 1.1k | 562.27 |
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| Pfizer (PFE) | 0.1 | $609k | -6% | 24k | 25.48 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $608k | -11% | 26k | 23.65 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $605k | 8.9k | 67.83 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $587k | -8% | 2.0k | 297.62 |
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| Union Pacific Corporation (UNP) | 0.1 | $554k | 2.3k | 236.37 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $548k | 4.4k | 124.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $535k | 4.4k | 120.72 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $528k | +14% | 696.00 | 758.15 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $525k | +55% | 9.7k | 54.18 |
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| Kellogg Company (K) | 0.1 | $525k | 6.4k | 82.02 |
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| Metropcs Communications (TMUS) | 0.1 | $524k | -19% | 2.2k | 239.38 |
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| FedEx Corporation (FDX) | 0.1 | $512k | +81% | 2.2k | 235.81 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $500k | -6% | 2.4k | 208.71 |
|
| Quanta Services (PWR) | 0.1 | $500k | +48% | 1.2k | 414.42 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $495k | 1.8k | 281.86 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $466k | NEW | 7.2k | 65.00 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $460k | NEW | 4.3k | 106.24 |
|
| Darden Restaurants (DRI) | 0.1 | $451k | 2.4k | 190.36 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $439k | -6% | 1.4k | 320.04 |
|
| Garmin SHS (GRMN) | 0.1 | $433k | -4% | 1.8k | 246.22 |
|
| Cameco Corporation (CCJ) | 0.1 | $430k | 5.1k | 83.86 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $423k | 9.2k | 46.12 |
|
|
| Alaska Air (ALK) | 0.1 | $422k | NEW | 8.5k | 49.78 |
|
| Diamondback Energy (FANG) | 0.1 | $421k | -41% | 2.9k | 143.10 |
|
| Fiserv (FI) | 0.1 | $420k | NEW | 3.3k | 128.93 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $411k | 886.00 | 463.74 |
|
|
| D.R. Horton (DHI) | 0.0 | $405k | +18% | 2.4k | 169.47 |
|
| Fortune Brands (FBIN) | 0.0 | $402k | 7.5k | 53.39 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $399k | -40% | 10k | 39.19 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $390k | 1.4k | 287.91 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $389k | 1.4k | 272.72 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $382k | -82% | 4.2k | 90.73 |
|
| Cigna Corp (CI) | 0.0 | $379k | 1.3k | 288.25 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $378k | -5% | 6.1k | 62.47 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $370k | 5.0k | 73.29 |
|
|
| MercadoLibre (MELI) | 0.0 | $369k | -35% | 158.00 | 2336.94 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $365k | 1.1k | 328.17 |
|
|
| Evergy (EVRG) | 0.0 | $363k | 4.8k | 76.02 |
|
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $358k | 6.9k | 52.23 |
|
|
| Target Corporation (TGT) | 0.0 | $354k | -26% | 3.9k | 89.70 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $353k | 4.0k | 88.12 |
|
|
| Dominion Resources (D) | 0.0 | $349k | -20% | 5.7k | 61.17 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $346k | 18k | 19.53 |
|
|
| Southern Company (SO) | 0.0 | $335k | -2% | 3.5k | 94.77 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $328k | 2.7k | 121.06 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $328k | 14k | 23.12 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $325k | 4.4k | 74.37 |
|
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $322k | 12k | 27.31 |
|
|
| Builders FirstSource (BLDR) | 0.0 | $322k | 2.7k | 121.25 |
|
|
| Kraft Heinz (KHC) | 0.0 | $318k | 12k | 26.04 |
|
|
| Stryker Corporation (SYK) | 0.0 | $314k | 849.00 | 369.67 |
|
|
| Nexpoint Diversified Rel Et Com New (NXDT) | 0.0 | $314k | 85k | 3.69 |
|
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $311k | 5.5k | 56.47 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $302k | 312.00 | 968.09 |
|
|
| Linde SHS (LIN) | 0.0 | $301k | 634.00 | 475.00 |
|
|
| Prologis (PLD) | 0.0 | $301k | 2.6k | 114.52 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $298k | -2% | 3.8k | 77.77 |
|
| Ametek (AME) | 0.0 | $297k | 1.6k | 188.00 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $296k | 4.4k | 67.06 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $289k | +2% | 1.7k | 172.88 |
|
| Citizens Financial (CFG) | 0.0 | $283k | 5.3k | 53.16 |
|
|
| UGI Corporation (UGI) | 0.0 | $282k | NEW | 8.5k | 33.26 |
|
| EQT Corporation (EQT) | 0.0 | $282k | 5.2k | 54.43 |
|
|
| Acm Resh Com Cl A (ACMR) | 0.0 | $281k | NEW | 7.2k | 39.13 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $277k | 2.2k | 126.04 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $275k | NEW | 11k | 24.56 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $275k | NEW | 3.6k | 76.72 |
|
| Prudential Financial (PRU) | 0.0 | $273k | 2.6k | 103.74 |
|
|
| Qualcomm (QCOM) | 0.0 | $271k | 1.6k | 166.36 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $268k | 9.3k | 28.91 |
|
|
| Medtronic SHS (MDT) | 0.0 | $268k | -5% | 2.8k | 95.24 |
|
| Washington Federal (WAFD) | 0.0 | $267k | 8.8k | 30.29 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $254k | 3.0k | 83.53 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $253k | 1.9k | 133.39 |
|
|
| Shift4 Pmts Cl A (FOUR) | 0.0 | $250k | 3.2k | 77.40 |
|
|
| Essential Utils (WTRG) | 0.0 | $249k | 6.3k | 39.90 |
|
|
| Macy's (M) | 0.0 | $249k | 14k | 17.93 |
|
|
| Fortinet (FTNT) | 0.0 | $249k | 3.0k | 84.08 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $248k | 21k | 11.60 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $240k | 7.8k | 30.80 |
|
|
| Phillips 66 (PSX) | 0.0 | $238k | 1.8k | 136.02 |
|
|
| Enbridge (ENB) | 0.0 | $237k | 4.7k | 50.46 |
|
|
| General Mills (GIS) | 0.0 | $236k | -48% | 4.7k | 50.42 |
|
| Automatic Data Processing (ADP) | 0.0 | $235k | 802.00 | 293.50 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $235k | 3.1k | 75.39 |
|
|
| Community Bank System (CBU) | 0.0 | $235k | 4.0k | 58.64 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $233k | 12k | 19.43 |
|
|
| Highland Opps & Income Highland Income (HFRO) | 0.0 | $232k | 37k | 6.35 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $231k | NEW | 1.2k | 192.74 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $231k | 1.7k | 139.67 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $228k | 1.7k | 134.67 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $221k | 10k | 21.57 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $219k | 1.8k | 118.83 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $217k | NEW | 1.5k | 145.71 |
|
| Best Buy (BBY) | 0.0 | $217k | NEW | 2.9k | 75.62 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $215k | 1.7k | 128.24 |
|
|
| Hubspot (HUBS) | 0.0 | $211k | 451.00 | 467.80 |
|
|
| Exelon Corporation (EXC) | 0.0 | $210k | 4.7k | 45.01 |
|
|
| Simon Property (SPG) | 0.0 | $208k | NEW | 1.1k | 187.67 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $204k | 4.0k | 50.47 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $201k | NEW | 1.4k | 139.17 |
|
| Gigacloud Technology Class A Ord (GCT) | 0.0 | $201k | NEW | 7.1k | 28.40 |
|
| Amprius Technologies Common Stock (AMPX) | 0.0 | $193k | 18k | 10.52 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $168k | 14k | 12.20 |
|
|
| AES Corporation (AES) | 0.0 | $165k | 13k | 13.16 |
|
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $155k | 16k | 10.01 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $117k | 19k | 6.09 |
|
|
| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $72k | 12k | 5.92 |
|
Past Filings by MidWestOne Financial Group
SEC 13F filings are viewable for MidWestOne Financial Group going back to 2019
- 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
- MidWestOne Financial Group 2021 Q4 filed Feb. 15, 2022