Midwest Financial Group

Midwest Financial Group as of June 30, 2025

Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 114 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.2 $14M 516k 26.50
Ishares Tr S&p 500 Grwt Etf (IVW) 6.4 $12M 111k 110.10
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.0 $9.6M 105k 91.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $9.6M 17k 551.64
Apple (AAPL) 3.4 $6.5M 32k 205.17
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.2 $6.0M 55k 109.61
Advanced Micro Devices (AMD) 3.1 $5.9M 42k 141.90
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.1 $5.8M 251k 23.24
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.8 $5.4M 57k 93.79
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.5 $4.8M 8.5k 566.51
Microsoft Corporation (MSFT) 2.5 $4.7M 9.4k 497.43
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.4 $4.6M 28k 164.46
American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.3 $4.3M 63k 68.21
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $4.0M 37k 109.29
Ishares Tr Ishares Semicdtr (SOXX) 1.9 $3.6M 15k 238.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.1M 6.5k 485.77
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 1.6 $3.1M 35k 88.75
First Tr Exchange Traded Intl Dev Strngth (FICS) 1.5 $2.9M 73k 39.35
Micron Technology (MU) 1.5 $2.8M 23k 123.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $2.8M 31k 88.25
Oneok (OKE) 1.4 $2.7M 34k 81.63
First Tr Exchange-traded Ft Vest Ris (RDVI) 1.4 $2.7M 109k 24.71
Select Sector Spdr Tr Energy (XLE) 1.4 $2.6M 31k 84.81
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 1.2 $2.4M 71k 33.20
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 1.2 $2.2M 92k 24.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $2.2M 75k 29.21
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.1 $2.1M 26k 81.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $2.1M 11k 195.02
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 1.0 $1.9M 90k 21.42
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.0 $1.9M 38k 49.26
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.0 $1.8M 72k 25.73
Boeing Company (BA) 1.0 $1.8M 8.8k 209.53
Amazon (AMZN) 0.9 $1.6M 7.4k 219.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.6M 2.6k 617.77
Exxon Mobil Corporation (XOM) 0.8 $1.5M 14k 107.80
Us Bancorp Del Com New (USB) 0.8 $1.5M 34k 45.25
Ishares Tr National Mun Etf (MUB) 0.8 $1.5M 14k 104.48
Ishares Gold Tr Ishares New (IAU) 0.8 $1.4M 23k 62.36
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.4M 8.0k 176.22
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.7 $1.3M 18k 72.82
Costco Wholesale Corporation (COST) 0.7 $1.3M 1.3k 989.97
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.6 $1.2M 35k 35.64
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $1.2M 15k 80.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $1.2M 8.9k 134.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.1M 47k 23.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.0M 3.4k 303.93
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $1.0M 20k 51.36
Raytheon Technologies Corp (RTX) 0.5 $998k 6.8k 146.01
Vanguard Index Fds Value Etf (VTV) 0.5 $918k 5.2k 176.73
American Express Company (AXP) 0.5 $872k 2.7k 318.97
NVIDIA Corporation (NVDA) 0.5 $859k 5.4k 158.00
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $821k 8.7k 93.88
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $813k 2.9k 278.88
Broadcom (AVGO) 0.4 $808k 2.9k 275.64
Mastercard Incorporated Cl A (MA) 0.4 $767k 1.4k 561.96
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $728k 12k 61.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $711k 1.3k 567.96
Fifth Third Ban (FITB) 0.3 $662k 16k 41.13
Lam Research Corp Com New (LRCX) 0.3 $650k 6.7k 97.34
CSX Corporation (CSX) 0.3 $646k 20k 32.63
Oracle Corporation (ORCL) 0.3 $614k 2.8k 218.63
Visa Com Cl A (V) 0.3 $607k 1.7k 354.96
Procter & Gamble Company (PG) 0.3 $606k 3.8k 159.32
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $605k 7.6k 79.50
Royal Caribbean Cruises (RCL) 0.3 $579k 1.9k 313.14
Draftkings Com Cl A (DKNG) 0.3 $525k 12k 42.89
Devon Energy Corporation (DVN) 0.3 $521k 16k 31.81
Canadian Pacific Kansas City (CP) 0.3 $490k 6.2k 79.27
One Gas (OGS) 0.2 $458k 6.4k 71.86
Chevron Corporation (CVX) 0.2 $457k 3.2k 143.17
Verizon Communications (VZ) 0.2 $447k 10k 43.27
Dollar General (DG) 0.2 $435k 3.8k 114.38
Applied Materials (AMAT) 0.2 $416k 2.3k 183.09
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $415k 14k 30.10
Union Pacific Corporation (UNP) 0.2 $414k 1.8k 230.12
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $410k 3.0k 135.74
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $400k 11k 35.28
McDonald's Corporation (MCD) 0.2 $392k 1.3k 292.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $390k 18k 22.10
Pepsi (PEP) 0.2 $369k 2.8k 132.03
Ishares Tr Russell 2000 Etf (IWM) 0.2 $354k 1.6k 215.85
Select Sector Spdr Tr Indl (XLI) 0.2 $352k 2.4k 147.54
Lattice Semiconductor (LSCC) 0.2 $349k 7.1k 48.99
Select Sector Spdr Tr Communication (XLC) 0.2 $341k 3.1k 108.54
T. Rowe Price (TROW) 0.2 $320k 3.3k 96.50
Wal-Mart Stores (WMT) 0.2 $313k 3.2k 97.78
Zoom Communications Cl A (ZM) 0.2 $302k 3.9k 77.98
Johnson & Johnson (JNJ) 0.2 $301k 2.0k 152.74
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $293k 9.6k 30.68
UnitedHealth (UNH) 0.2 $293k 938.00 311.88
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $292k 3.2k 91.97
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $283k 1.0k 279.86
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $274k 1.3k 217.29
Coca-Cola Company (KO) 0.1 $272k 3.8k 70.75
JPMorgan Chase & Co. (JPM) 0.1 $268k 926.00 289.87
Bank of America Corporation (BAC) 0.1 $265k 5.6k 47.32
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $259k 2.4k 109.10
Pfizer (PFE) 0.1 $256k 11k 24.24
Ishares Tr Core S&p500 Etf (IVV) 0.1 $250k 403.00 621.14
Select Sector Spdr Tr Technology (XLK) 0.1 $246k 970.00 253.28
Servicenow (NOW) 0.1 $245k 238.00 1028.08
Herc Hldgs (HRI) 0.1 $237k 1.8k 131.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $235k 1.8k 133.30
AFLAC Incorporated (AFL) 0.1 $229k 2.2k 105.44
ConocoPhillips (COP) 0.1 $229k 2.6k 89.74
Ark Etf Tr Fintech Innova (ARKF) 0.1 $229k 4.5k 50.24
Tractor Supply Company (TSCO) 0.1 $227k 4.3k 52.77
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $222k 5.3k 42.27
Vanguard World Inf Tech Etf (VGT) 0.1 $201k 303.00 663.28
Capitol Federal Financial (CFFN) 0.1 $155k 25k 6.10
Ford Motor Company (F) 0.1 $146k 13k 10.85
Fastly Cl A (FSLY) 0.0 $94k 13k 7.06
Purple Innovatio (PRPL) 0.0 $84k 115k 0.73
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $61k 12k 5.06