Midwest Capital Advisors, LLC Top Holdings and 13F Report (2025) About Midwest Capital Advisors, LLCInvestment ActivityMidwest Capital Advisors, LLC has $136.80 million in total holdings as of December 31, 2024.Midwest Capital Advisors, LLC owns shares of 191 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab U.S. Large-Cap Growth ETF $29,310,959iShares MSCI USA Quality Factor ETF $15,117,855iShares U.S. Equity Factor Rotation Active ETF $14,173,608iShares MSCI Emerging Markets ex China ETF $6,623,873SPDR Portfolio Mortgage Backed Bond ETF $5,808,165 Sector AllocationMap of 500 Largest Holdings ofMidwest Capital Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$29,310,9591,051,70321.4%ETFQUALiShares MSCI USA Quality Factor ETF$15,117,85584,89411.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$14,173,608276,55810.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$6,623,873119,4574.8%ManufacturingSPMBSPDR Portfolio Mortgage Backed Bond ETF$5,808,165269,5204.2%ETFIYWiShares U.S. Technology ETF$5,806,77736,4024.2%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$5,125,979225,8143.7%ETFUSTBVictoryShares Short-Term Bond ETF$4,619,14092,0153.4%ETFBINCiShares Flexible Income Active ETF$4,335,92183,3513.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$3,749,31018,1202.7%ETFPVALPutnam Focused Large Cap Value ETF$2,957,20479,6662.2%ETFVTVVanguard Value ETF$2,851,15716,8412.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,571,47467,0181.9%ETFTLTiShares 20+ Year Treasury Bond ETF$2,390,45227,3731.7%ETFSCHBSchwab US Broad Market ETF$1,828,16780,5361.3%ETFVEAVanguard FTSE Developed Markets ETF$1,593,84233,3301.2%ETFBSVVanguard Short-Term Bond ETF$1,522,17819,6991.1%ETFIFRAiShares U.S. Infrastructure ETF$1,500,13532,4071.1%ETFIAUiShares Gold Trust$1,381,08127,8951.0%FinanceIVWiShares S&P 500 Growth ETF$1,305,01912,8541.0%ETFIJRiShares Core S&P Small-Cap ETF$1,233,26610,7040.9%ETFSCHMSchwab U.S. Mid-Cap ETF$1,080,34438,9880.8%ETFHYDBiShares High Yield Bond Factor ETF$1,067,75222,7130.8%ETFIWPiShares Russell Mid-Cap Growth ETF$937,1867,3940.7%ETFICVTiShares Convertible Bond ETF$896,66710,5530.7%ETFVOOVanguard S&P 500 ETF$896,5801,6640.7%ETFDONWisdomTree U.S. MidCap Dividend Fund$891,51717,4910.7%FinanceSPYSPDR S&P 500 ETF Trust$861,5351,4700.6%FinanceNVDANVIDIA$802,8505,9780.6%Computer and TechnologyMGCVanguard Mega Cap ETF$761,5353,5810.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$707,29728,3030.5%ETFVUGVanguard Growth ETF$598,9661,4590.4%ETFVBVanguard Small-Cap ETF$474,4231,9740.3%ETFVOVanguard Mid-Cap ETF$469,0951,7760.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$422,81517,1180.3%ManufacturingVTIVanguard Total Stock Market ETF$392,1131,3530.3%ETFCWISPDR MSCI ACWI ex-US ETF$389,44013,9380.3%ETFEFViShares MSCI EAFE Value ETF$365,1916,9600.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$350,6833,6190.3%FinanceESGVVanguard ESG US Stock ETF$335,8813,2020.2%ETFJEPIJPMorgan Equity Premium Income ETF$299,4445,2050.2%ETFDTEDTE Energy$297,8902,4670.2%UtilitiesISTBiShares Core 1-5 Year USD Bond ETF$295,1586,1790.2%ManufacturingIVViShares Core S&P 500 ETF$289,6314920.2%ETFEFGiShares MSCI EAFE Growth ETF$283,5182,9280.2%ETFVXUSVanguard Total International Stock ETF$250,8654,2570.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$243,8922,3000.2%ETFIJHiShares Core S&P Mid-Cap ETF$239,8193,8490.2%ETFSCHDSchwab US Dividend Equity ETF$214,7047,8590.2%ETFCOSTCostco Wholesale$209,9202290.2%Retail/WholesaleAVGOBroadcom$208,6569000.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$202,7951,5890.1%ETFLLYEli Lilly and Company$182,1922360.1%MedicalLULULululemon Athletica$164,4364300.1%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$160,1811,8120.1%ETFDTMDT Midstream$156,7021,5760.1%Oils/EnergyAAPLApple$151,0036030.1%Computer and TechnologySUSCiShares ESG Aware USD Corporate Bond ETF$150,2476,6130.1%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$148,2781,6310.1%ETFMSFTMicrosoft$144,9623440.1%Computer and TechnologyTPLCTimothy Plan US Large/Mid Cap Core ETF$119,8302,7980.1%ETFIWSiShares Russell Mid-Cap Value ETF$117,0539050.1%ETFTJXTJX Companies$108,2268960.1%Retail/WholesaleIGEBiShares Investment Grade Bond Factor ETF$108,0172,4350.1%ETFEDConsolidated Edison$104,9341,1760.1%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$102,5601,9640.1%ETFVOEVanguard Mid-Cap Value ETF$101,0056240.1%ETFAMZNAmazon.com$90,8274140.1%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$87,2722,0000.1%ETFBIVVanguard Intermediate-Term Bond ETF$73,5779850.1%ETFWMWaste Management$73,2503630.1%Business ServicesTPSCTimothy Plan US Small Cap Core ETF$72,9381,8680.1%ETFEFAiShares MSCI EAFE ETF$71,7809490.1%FinanceIXCiShares Global Energy ETF$68,8001,8020.1%ETFLOWLowe's Companies$67,4592730.0%Retail/WholesaleTPHDTimothy Plan High Dividend Stock ETF$65,3141,7970.0%ETFSCHPSchwab U.S. TIPS ETF$64,6302,5020.0%ETFBKNGBooking$64,589130.0%Retail/WholesaleGOOGLAlphabet$64,3623400.0%Computer and TechnologyPTNQPacer Trendpilot 100 ETF$63,5098580.0%ETFAMDAdvanced Micro Devices$60,9995050.0%Computer and TechnologyNUBDNuveen ESG U.S. Aggregate Bond ETF$60,5272,7790.0%ETFGOOGAlphabet$59,0563100.0%Computer and TechnologyMRVLMarvell Technology$56,4445110.0%Computer and TechnologyCATCaterpillar$55,1401520.0%Industrial ProductsDXCMDexCom$54,4397000.0%MedicalISRGIntuitive Surgical$54,2841040.0%MedicalUNPUnion Pacific$54,0452370.0%TransportationQQQInvesco QQQ$51,1231000.0%FinanceFIFiserv$50,1222440.0%Business ServicesMLMMartin Marietta Materials$47,367920.0%ConstructionHONHoneywell International$46,3072050.0%Multi-Sector ConglomeratesNEENextEra Energy$44,3046180.0%UtilitiesJPMJPMorgan Chase & Co.$43,0301800.0%FinanceMUBiShares National Muni Bond ETF$42,0873950.0%ETFABTAbbott Laboratories$41,1463640.0%MedicalVRTXVertex Pharmaceuticals$40,6731010.0%MedicalDUKDuke Energy$39,5413670.0%UtilitiesHBANHuntington Bancshares$37,2582,2900.0%FinanceTTDTrade Desk$33,9662890.0%Computer and TechnologyShowing 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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