Midwest Capital Advisors, LLC Top Holdings and 13F Report (2025) About Midwest Capital Advisors, LLCInvestment ActivityMidwest Capital Advisors, LLC has $189.70 million in total holdings as of June 30, 2025.Midwest Capital Advisors, LLC owns shares of 188 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 18.18% of the portfolio was purchased this quarter.About 11.96% of the portfolio was sold this quarter.This quarter, Midwest Capital Advisors, LLC has purchased 182 new stocks and bought additional shares in 20 stocks.Midwest Capital Advisors, LLC sold shares of 43 stocks and completely divested from 8 stocks this quarter.Largest Holdings BLACKROCK ETF TRUST $25,046,060Schwab U.S. Large-Cap Growth ETF $22,964,560iShares MSCI USA Quality Factor ETF $19,226,972iShares U.S. Equity Factor Rotation Active ETF $18,067,893SPDR Portfolio Emerging Markets ETF $11,481,675 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $6,654,827 Holding92203J407 - Vanguard Total International Bond ETF $5,204,064 Holding09290C780 - BLACKROCK ETF TRUST $3,513,094 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $1,217,707 Holding46438F101 - ISHARES BITCOIN TRUST ETF $20,383 Holding Largest Purchases this Quarter BlackRock Future U.S. Themes ETF 187,038 shares (about $6.65M)Vanguard Total International Bond ETF 105,111 shares (about $5.20M)SPDR Portfolio Emerging Markets ETF 120,677 shares (about $5.16M)BLACKROCK ETF TRUST 168,634 shares (about $4.60M)BLACKROCK ETF TRUST 121,771 shares (about $3.51M) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 287,242 shares (about $8.39M)iShares MSCI Emerging Markets ex China ETF 79,937 shares (about $5.05M)Schwab U.S. Aggregate Bond ETF 80,094 shares (about $1.86M)iShares High Yield Systematic Bond ETF 21,971 shares (about $1.04M)SPDR Portfolio Aggregate Bond ETF 30,791 shares (about $788.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidwest Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLACKROCK ETF TRUST$25,046,060$4,600,334 ▲22.5%918,11113.2%ISHARES INTL DIVSCHGSchwab U.S. Large-Cap Growth ETF$22,964,560$8,390,342 ▼-26.8%786,18812.1%ETFQUALiShares MSCI USA Quality Factor ETF$19,226,972$983,388 ▲5.4%105,16910.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$18,067,893$979,356 ▲5.7%331,7649.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$11,481,675$5,157,736 ▲81.6%268,6406.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$6,743,608$1,718,973 ▲34.2%66,3743.6%ETFOEFiShares S&P 100 ETF$6,678,970$2,658,197 ▲66.1%21,9453.5%ETFBTHMBlackRock Future U.S. Themes ETF$6,654,827$6,654,827 ▲New Holding187,0383.5%ETFIYWiShares U.S. Technology ETF$6,382,440$765,512 ▼-10.7%36,8353.4%ManufacturingBNDXVanguard Total International Bond ETF$5,204,064$5,204,064 ▲New Holding105,1112.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$5,146,780$49,026 ▼-0.9%21,4162.7%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$5,122,592$67,913 ▼-1.3%231,7912.7%ETFBINCiShares Flexible Income Active ETF$5,019,470$235,296 ▲4.9%94,9942.6%ETFUSTBVictoryShares Short-Term Bond ETF$5,005,654$171,568 ▲3.5%98,4982.6%ETFIAUiShares Gold Trust$4,620,502$703,171 ▲18.0%74,0942.4%FinancePVALPutnam Focused Large Cap Value ETF$4,223,519$603,130 ▲16.7%104,9842.2%ETFBLACKROCK ETF TRUST$3,513,094$3,513,094 ▲New Holding121,7711.9%ISHARES A I INNOVTVVanguard Value ETF$2,511,828$385,116 ▼-13.3%14,2121.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,174,004$1,861,380 ▼-46.1%93,5461.1%ETFSCHBSchwab US Broad Market ETF$2,169,940$22,067 ▼-1.0%91,0591.1%ETFVEAVanguard FTSE Developed Markets ETF$1,388,499$84,376 ▼-5.7%24,3550.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,217,707$1,217,707 ▲New Holding11,8330.6%ETFVOOVanguard S&P 500 ETF$946,906$1,704 ▲0.2%1,6670.5%ETFNVDANVIDIA$938,543$158 ▲0.0%5,9410.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$908,2360.0%1,4700.5%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$866,563$5,047,395 ▼-85.3%13,7240.5%ManufacturingICVTiShares Convertible Bond ETF$843,287$516,839 ▼-38.0%9,3590.4%ETFIWPiShares Russell Mid-Cap Growth ETF$829,045$124,121 ▼-13.0%5,9780.4%ETFSCHMSchwab U.S. Mid-Cap ETF$777,255$136,742 ▼-15.0%27,7100.4%ETFIVWiShares S&P 500 Growth ETF$686,4080.0%6,2340.4%ETFIVViShares Core S&P 500 ETF$667,468$42,221 ▼-5.9%1,0750.4%ETFVUGVanguard Growth ETF$610,208$42,522 ▼-6.5%1,3920.3%ETFCWISPDR MSCI ACWI ex-US ETF$546,231$10,222 ▲1.9%16,7250.3%ETFBSVVanguard Short-Term Bond ETF$477,764$282,991 ▼-37.2%6,0710.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$421,572$9,741 ▼-2.3%16,7490.2%ManufacturingVTIVanguard Total Stock Market ETF$419,119$7,902 ▲1.9%1,3790.2%ETFSYKStryker$416,2030.0%1,0520.2%MedicalEFViShares MSCI EAFE Value ETF$412,937$28,883 ▼-6.5%6,5050.2%ETFIJRiShares Core S&P Small-Cap ETF$334,464$521,042 ▼-60.9%3,0600.2%ETFDTEDTE Energy$326,7790.0%2,4670.2%UtilitiesEFGiShares MSCI EAFE Growth ETF$302,064$25,872 ▼-7.9%2,6970.2%ETFJEPIJPMorgan Equity Premium Income ETF$295,9040.0%5,2050.2%ETFVXUSVanguard Total International Stock ETF$294,1160.0%4,2570.2%ETFAVGOBroadcom$248,0850.0%9000.1%Computer and TechnologyVOVanguard Mid-Cap ETF$244,012$169,297 ▼-41.0%8720.1%ETFCOSTCostco Wholesale$223,042$3,965 ▼-1.7%2250.1%Retail/WholesaleDONWisdomTree U.S. MidCap Dividend Fund$213,248$435,266 ▼-67.1%4,2550.1%FinanceSCHDSchwab US Dividend Equity ETF$208,2600.0%7,8590.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$197,275$35,508 ▼-15.3%1,9890.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$196,8520.0%2,1640.1%ETFLLYEli Lilly and Company$183,969$31,181 ▼-14.5%2360.1%MedicalHYDBiShares High Yield Systematic Bond ETF$173,536$1,043,163 ▼-85.7%3,6550.1%ETFDTMDT Midstream$173,2180.0%1,5760.1%EnergyMSFTMicrosoft$171,7040.0%3450.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$161,798$76,899 ▼-32.2%2,6090.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$153,6200.0%6,6130.1%ManufacturingAAPLApple$144,7980.0%7060.1%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$129,766$209,456 ▼-61.7%2,6380.1%ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$125,722$45 ▲0.0%2,8000.1%ETFTLTiShares 20+ Year Treasury Bond ETF$121,348$307,121 ▼-71.7%1,3750.1%ETFIWSiShares Russell Mid-Cap Value ETF$119,5870.0%9050.1%ETFEDConsolidated Edison$118,0120.0%1,1760.1%UtilitiesISTBiShares Core 1-5 Year USD Bond ETF$117,1490.0%2,4080.1%ManufacturingVBVanguard Small-Cap ETF$115,818$266,689 ▼-69.7%4890.1%ETFAMZNAmazon.com$112,7660.0%5140.1%Retail/WholesaleTJXTJX Companies$110,6270.0%8960.1%Retail/WholesaleLULUlululemon athletica$102,1590.0%4300.1%Consumer DiscretionaryGOOGAlphabet$92,274$7,098 ▼-7.1%5200.0%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$89,3920.0%2,0000.0%ETFWMWaste Management$83,0620.0%3630.0%Business ServicesEFAiShares MSCI EAFE ETF$79,2310.0%8860.0%FinanceBKNGBooking$75,2600.0%130.0%Retail/WholesaleTPSCTimothy Plan US Small Cap Core ETF$72,320$39 ▲0.1%1,8700.0%ETFVOEVanguard Mid-Cap Value ETF$71,045$14,308 ▼-16.8%4320.0%ETFPTNQPacer Trendpilot 100 ETF$61,2350.0%8580.0%ETFDXCMDexCom$61,1030.0%7000.0%MedicalLOWLowe's Companies$60,6450.0%2730.0%Retail/WholesaleGOOGLAlphabet$59,9270.0%3400.0%Computer and TechnologyCATCaterpillar$59,0080.0%1520.0%IndustrialsAMDAdvanced Micro Devices$57,470$14,190 ▼-19.8%4050.0%Computer and TechnologyISRGIntuitive Surgical$56,5150.0%1040.0%MedicalQQQInvesco QQQ$55,1640.0%1000.0%FinanceUNPUnion Pacific$54,5290.0%2370.0%TransportationSCHPSchwab U.S. TIPS ETF$52,452$9,018 ▼-14.7%1,9660.0%ETFJPMJPMorgan Chase & Co.$52,1340.0%1800.0%FinanceABTAbbott Laboratories$49,759$136 ▲0.3%3660.0%MedicalMUMicron Technology$47,9440.0%3890.0%Computer and TechnologyHONHoneywell International$47,7400.0%2050.0%Multi-Sector ConglomeratesMLMMartin Marietta Materials$44,9930.0%820.0%ConstructionVRTXVertex Pharmaceuticals$44,9650.0%1010.0%MedicalDUKDuke Energy$43,3060.0%3670.0%UtilitiesNEENextEra Energy$42,9020.0%6180.0%UtilitiesFIFiserv$42,0680.0%2440.0%Business ServicesMRVLMarvell Technology$39,615$77 ▲0.2%5120.0%Computer and TechnologyHBANHuntington Bancshares$38,3800.0%2,2900.0%FinanceLAM RESEARCH CORP$36,9890.0%3800.0%COM NEWFITBFifth Third Bancorp$32,4140.0%7880.0%FinanceECLEcolab$32,0630.0%1190.0%Basic MaterialsDISWalt Disney$31,2510.0%2520.0%Consumer DiscretionaryAORiShares Core 60/40 Balanced Allocation ETF$30,7850.0%5000.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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