Midwest Financial Group

Midwest Financial Group as of March 31, 2025

Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 108 positions in its portfolio as reported in the March 2025 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 397k 27.96
Ishares Tr S&p 500 Grwt Etf (IVW) 6.2 $11M 115k 92.83
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.1 $8.8M 102k 87.17
Apple (AAPL) 4.6 $8.0M 36k 222.13
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.1 $7.1M 65k 108.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $6.2M 13k 468.90
First Tr Exchange-traded Ft Vest Ris (RDVI) 3.2 $5.5M 232k 23.72
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.9 $5.0M 57k 88.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.8 $4.9M 212k 23.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.8 $4.7M 8.9k 533.46
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.6 $4.4M 28k 160.54
American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.4 $4.1M 63k 65.21
Advanced Micro Devices (AMD) 2.3 $4.0M 39k 102.74
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $3.9M 37k 104.57
Microsoft Corporation (MSFT) 2.0 $3.5M 9.2k 375.37
Oneok (OKE) 2.0 $3.4M 34k 99.22
Select Sector Spdr Tr Energy (XLE) 1.7 $3.0M 32k 93.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.6 $2.8M 31k 91.03
Ishares Tr Ishares Semicdtr (SOXX) 1.6 $2.8M 15k 188.17
First Tr Exchange Traded Intl Dev Strngth (FICS) 1.5 $2.6M 71k 36.64
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.5 $2.5M 31k 83.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.5M 4.7k 532.58
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.3 $2.2M 45k 49.16
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 1.3 $2.2M 102k 21.50
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 1.3 $2.2M 95k 22.86
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 1.2 $2.1M 69k 29.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $2.0M 25k 78.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $2.0M 11k 186.30
Micron Technology (MU) 1.1 $1.9M 22k 86.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $1.8M 73k 25.04
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.0 $1.7M 69k 25.26
Exxon Mobil Corporation (XOM) 1.0 $1.7M 14k 118.93
Boeing Company (BA) 0.9 $1.5M 8.6k 170.55
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $1.4M 19k 74.72
Us Bancorp Del Com New (USB) 0.8 $1.4M 33k 42.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.4M 2.5k 559.34
Ishares Gold Tr Ishares New (IAU) 0.8 $1.4M 23k 58.96
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.7 $1.3M 16k 81.67
Amazon (AMZN) 0.6 $1.1M 5.5k 190.26
Costco Wholesale Corporation (COST) 0.6 $1.0M 1.1k 945.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $1.0M 6.9k 146.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.0M 47k 21.53
Alphabet Cap Stk Cl A (GOOGL) 0.6 $974k 6.3k 154.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $927k 3.4k 274.84
Vanguard Index Fds Value Etf (VTV) 0.5 $897k 5.2k 172.73
Raytheon Technologies Corp (RTX) 0.5 $887k 6.7k 132.45
Ishares Tr National Mun Etf (MUB) 0.5 $849k 8.1k 105.43
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $837k 16k 51.55
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $827k 8.8k 93.66
Mastercard Incorporated Cl A (MA) 0.4 $748k 1.4k 548.15
American Express Company (AXP) 0.4 $735k 2.7k 269.04
Procter & Gamble Company (PG) 0.4 $648k 3.8k 170.42
UnitedHealth (UNH) 0.4 $643k 1.2k 523.95
Visa Com Cl A (V) 0.4 $612k 1.7k 350.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $610k 7.7k 78.94
Devon Energy Corporation (DVN) 0.4 $608k 16k 37.40
CSX Corporation (CSX) 0.3 $600k 20k 29.43
Fifth Third Ban (FITB) 0.3 $600k 15k 39.20
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $595k 2.8k 211.47
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.3 $579k 18k 32.59
NVIDIA Corporation (NVDA) 0.3 $574k 5.3k 108.39
Chevron Corporation (CVX) 0.3 $531k 3.2k 167.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $523k 1.0k 513.83
Lam Research Corp Com New (LRCX) 0.3 $485k 6.7k 72.70
One Gas (OGS) 0.3 $485k 6.4k 75.59
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $477k 10k 46.81
Verizon Communications (VZ) 0.3 $468k 10k 45.36
Canadian Pacific Kansas City (CP) 0.3 $434k 6.2k 70.21
Johnson & Johnson (JNJ) 0.2 $428k 2.6k 165.86
Union Pacific Corporation (UNP) 0.2 $424k 1.8k 236.30
McDonald's Corporation (MCD) 0.2 $419k 1.3k 312.44
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $407k 3.0k 135.66
Draftkings Com Cl A (DKNG) 0.2 $407k 12k 33.21
Pepsi (PEP) 0.2 $403k 2.7k 149.94
Ishares Tr Russell 2000 Etf (IWM) 0.2 $389k 2.0k 199.46
Royal Caribbean Cruises (RCL) 0.2 $380k 1.9k 205.44
Lattice Semiconductor (LSCC) 0.2 $380k 7.2k 52.45
Oracle Corporation (ORCL) 0.2 $373k 2.7k 139.81
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $366k 13k 28.41
Broadcom (AVGO) 0.2 $366k 2.2k 167.39
Dollar General (DG) 0.2 $364k 4.1k 87.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $346k 18k 19.78
Applied Materials (AMAT) 0.2 $330k 2.3k 145.13
T. Rowe Price (TROW) 0.2 $323k 3.5k 91.87
Select Sector Spdr Tr Communication (XLC) 0.2 $302k 3.1k 96.46
Zoom Communications Cl A (ZM) 0.2 $296k 4.0k 73.77
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $294k 9.6k 30.73
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $283k 8.8k 32.28
ConocoPhillips (COP) 0.2 $268k 2.6k 105.02
Coca-Cola Company (KO) 0.2 $266k 3.7k 71.62
Evergy (EVRG) 0.2 $262k 3.8k 68.95
Pfizer (PFE) 0.2 $259k 10k 25.34
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $249k 1.3k 197.52
AFLAC Incorporated (AFL) 0.1 $241k 2.2k 111.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $238k 920.00 258.65
Tractor Supply Company (TSCO) 0.1 $237k 4.3k 55.10
Bank of America Corporation (BAC) 0.1 $230k 5.5k 41.73
Wal-Mart Stores (WMT) 0.1 $228k 2.6k 87.78
JPMorgan Chase & Co. (JPM) 0.1 $226k 922.00 245.32
Abbvie (ABBV) 0.1 $223k 1.1k 209.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $221k 1.7k 128.98
Herc Hldgs (HRI) 0.1 $215k 1.6k 134.27
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $212k 5.3k 40.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $204k 363.00 562.02
Capitol Federal Financial (CFFN) 0.1 $145k 26k 5.60
Ford Motor Company (F) 0.1 $117k 12k 10.03
Fastly Cl A (FSLY) 0.1 $86k 14k 6.33
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $64k 12k 5.29