Midwest Financial Group LLC Top Holdings and 13F Report (2025)

About Midwest Financial Group LLC

Investment Activity

Midwest Financial Group LLC has $172.10 million in total holdings as of March 31, 2025.
Midwest Financial Group LLC owns shares of 108 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 7.23% of the portfolio was purchased this quarter.
About 5.31% of the portfolio was sold this quarter.
This quarter, Midwest Financial Group LLC has purchased 111 new stocks and bought additional shares in 52 stocks.
Midwest Financial Group LLC sold shares of 44 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Schwab US Dividend Equity ETF: $11,093,804
iShares S&P 500 Growth ETF: $10,671,299
Avantis U.S. Small Cap Value ETF: $8,846,834
Apple: $7,951,381
iShares iBoxx $ Investment Grade Corporate Bond ETF: $7,081,063

Largest New Holdings this Quarter

68389X105 - Oracle: $372,873 Holding
00287Y109 - AbbVie: $223,148 Holding

Largest Purchases this Quarter

Schwab U.S. Aggregate Bond ETF: 123,407 shares (about $2.86M)
iShares Semiconductor ETF: 7,728 shares (about $1.45M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 11,074 shares (about $1.20M)
SPDR S&P MidCap 400 ETF Trust: 1,626 shares (about $867.41K)
Avantis U.S. Small Cap Value ETF: 7,981 shares (about $695.71K)

Largest Sales this Quarter

First Trust Low Duration Opportunities ETF: 47,255 shares (about $2.32M)
FT Vest Rising Dividend Achievers Target Income ETF: 42,472 shares (about $1.01M)
Coca-Cola: 6,630 shares (about $474.84K)
EVERGY INC: 5,306 shares (about $365.84K)
iShares 20+ Year Treasury Bond ETF: 3,536 shares (about $321.88K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHD Schwab US Dividend Equity ETF	$11,093,804	$192,197 ▲	1.8%	396,774	6.4%	ETF
IVW iShares S&P 500 Growth ETF	$10,671,299	$354,890 ▲	3.4%	114,955	6.2%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$8,846,834	$695,707 ▲	8.5%	101,489	5.1%	ETF
AAPL Apple	$7,951,381	$259,893 ▼	-3.2%	35,796	4.6%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$7,081,063	$1,203,636 ▲	20.5%	65,149	4.1%	Finance
QQQ Invesco QQQ	$6,200,769	$531,736 ▲	9.4%	13,224	3.6%	Finance
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$5,491,609	$1,007,436 ▼	-15.5%	231,518	3.2%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$5,004,875	$121,703 ▲	2.5%	56,874	2.9%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$4,903,577	$2,858,108 ▲	139.7%	211,726	2.8%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$4,740,353	$867,411 ▲	22.4%	8,886	2.8%	ETF
VOE Vanguard Mid-Cap Value ETF	$4,408,156	$120,567 ▲	2.8%	27,458	2.6%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$4,116,296	$85,946 ▼	-2.0%	63,124	2.4%	ETF
AMD Advanced Micro Devices	$4,027,203	$205,891 ▼	-4.9%	39,198	2.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$3,851,924	$525,567 ▲	15.8%	36,836	2.2%	ETF
MSFT Microsoft	$3,463,199	$81,081 ▼	-2.3%	9,226	2.0%	Computer and Technology
OKE ONEOK	$3,373,148	$111,125 ▼	-3.2%	33,997	2.0%	Energy
XLE Energy Select Sector SPDR Fund	$2,961,243	$72,330 ▲	2.5%	31,688	1.7%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$2,830,123	$321,882 ▼	-10.2%	31,090	1.6%	ETF
SOXX iShares Semiconductor ETF	$2,761,462	$1,454,213 ▲	111.2%	14,675	1.6%	ETF
FICS First Trust International Developed Capital Strength ETF	$2,612,973	$583,710 ▲	28.8%	71,315	1.5%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$2,532,799	$612,865 ▲	31.9%	30,516	1.5%	ETF
BRK.B Berkshire Hathaway	$2,499,931	$87,876 ▼	-3.4%	4,694	1.5%	Finance
LMBS First Trust Low Duration Opportunities ETF	$2,205,313	$2,323,051 ▼	-51.3%	44,860	1.3%	Manufacturing
LGOV First Trust Long Duration Opportunities ETF	$2,201,646	$125,152 ▼	-5.4%	102,402	1.3%	ETF
FEM First Trust Emerging Markets AlphaDEX Fund	$2,172,077	$12,938 ▼	-0.6%	95,020	1.3%	Manufacturing
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$2,057,682	$202,361 ▲	10.9%	68,911	1.2%	ETF
XLU Utilities Select Sector SPDR Fund	$1,998,343	$150,680 ▲	8.2%	25,344	1.2%	ETF
VBR Vanguard Small-Cap Value ETF	$1,972,679	$109,728 ▼	-5.3%	10,589	1.1%	ETF
MU Micron Technology	$1,896,815	$30,412 ▲	1.6%	21,830	1.1%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$1,827,715	$252,928 ▲	16.1%	72,992	1.1%	ETF
DBMF iMGP DBi Managed Futures Strategy ETF	$1,733,823	$23,921 ▲	1.4%	68,639	1.0%	ETF
XOM Exxon Mobil	$1,665,044	$1,903 ▲	0.1%	14,000	1.0%	Energy
BA Boeing	$1,470,994	$25,583 ▼	-1.7%	8,625	0.9%	Aerospace
SPLV Invesco S&P 500 Low Volatility ETF	$1,384,444	$35,493 ▲	2.6%	18,528	0.8%	ETF
USB U.S. Bancorp	$1,382,730	$37,871 ▲	2.8%	32,751	0.8%	Finance
SPY SPDR S&P 500 ETF Trust	$1,373,178	$47,544 ▼	-3.3%	2,455	0.8%	Finance
IAU iShares Gold Trust	$1,357,141	$41,862 ▲	3.2%	23,018	0.8%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$1,271,163	$17,232 ▼	-1.3%	15,565	0.7%	ETF
AMZN Amazon.com	$1,051,567	$381 ▼	0.0%	5,527	0.6%	Retail/Wholesale
COST Costco Wholesale	$1,024,974	$244,897 ▲	31.4%	1,084	0.6%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$1,005,644	$13,140 ▲	1.3%	6,888	0.6%	ETF
SCHB Schwab US Broad Market ETF	$1,001,041	$3,057 ▲	0.3%	46,495	0.6%	ETF
GOOGL Alphabet	$974,443	$10,052 ▲	1.0%	6,301	0.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$926,760	$8,245 ▲	0.9%	3,372	0.5%	ETF
VTV Vanguard Value ETF	$896,834	$35,410 ▲	4.1%	5,192	0.5%	ETF
RTX RTX	$887,171	$27,020 ▼	-3.0%	6,698	0.5%	Aerospace
MUB iShares National Muni Bond ETF	$848,953	$8,224 ▼	-1.0%	8,052	0.5%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$836,914	$78,871 ▼	-8.6%	16,235	0.5%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$827,114	$20,699 ▼	-2.4%	8,831	0.5%	ETF
MA Mastercard	$747,680	$548 ▲	0.1%	1,364	0.4%	Business Services
AXP American Express	$735,291	$2,690 ▲	0.4%	2,733	0.4%	Finance
PG Procter & Gamble	$647,766	$51,126 ▼	-7.3%	3,801	0.4%	Consumer Staples
UNH UnitedHealth Group	$642,889	$2,096 ▲	0.3%	1,227	0.4%	Medical
V Visa	$611,852	$1,051 ▲	0.2%	1,746	0.4%	Business Services
VCSH Vanguard Short-Term Corporate Bond ETF	$610,048	$78,151 ▼	-11.4%	7,728	0.4%	ETF
DVN Devon Energy	$607,480	$18,924 ▲	3.2%	16,243	0.4%	Energy
CSX CSX	$600,372	$52,974 ▼	-8.1%	20,400	0.3%	Transportation
FITB Fifth Third Bancorp	$599,760	$54,802 ▲	10.1%	15,300	0.3%	Finance
SMH VanEck Semiconductor ETF	$595,288		0.0%	2,815	0.3%	Manufacturing
DIVI Franklin International Core Dividend Tilt Index ETF	$578,961	$174,780 ▲	43.2%	17,765	0.3%	ETF
NVDA NVIDIA	$573,903	$20,051 ▼	-3.4%	5,295	0.3%	Computer and Technology
CVX Chevron	$531,414		0.0%	3,177	0.3%	Energy
VOO Vanguard S&P 500 ETF	$522,566	$9,763 ▲	1.9%	1,017	0.3%	ETF
LAM RESEARCH CORP	$485,294	$21,811 ▼	-4.3%	6,675	0.3%	COM NEW
OGS ONE Gas	$485,166	$52,916 ▼	-9.8%	6,418	0.3%	Utilities
ISHARES BITCOIN TRUST ETF	$476,900	$137,621 ▲	40.6%	10,188	0.3%	SHS BEN INT
VZ Verizon Communications	$468,342	$4,536 ▼	-1.0%	10,325	0.3%	Computer and Technology
CP Canadian Pacific Kansas City	$433,547		0.0%	6,175	0.3%	Transportation
JNJ Johnson & Johnson	$428,426	$166 ▲	0.0%	2,583	0.2%	Medical
UNP Union Pacific	$423,683	$13,233 ▼	-3.0%	1,793	0.2%	Transportation
MCD McDonald's	$418,675		0.0%	1,340	0.2%	Retail/Wholesale
SDY SPDR S&P Dividend ETF	$406,983	$2,442 ▲	0.6%	3,000	0.2%	ETF
DKNG DraftKings	$406,823	$119,556 ▼	-22.7%	12,250	0.2%	Consumer Discretionary
PEP PepsiCo	$403,338	$1,949 ▲	0.5%	2,690	0.2%	Consumer Staples
IWM iShares Russell 2000 ETF	$388,946	$9,973 ▲	2.6%	1,950	0.2%	Finance
RCL Royal Caribbean Cruises	$380,064		0.0%	1,850	0.2%	Consumer Discretionary
LSCC Lattice Semiconductor	$380,000	$35,666 ▼	-8.6%	7,245	0.2%	Computer and Technology
ORCL Oracle	$372,873	$372,873 ▲	New Holding	2,667	0.2%	Computer and Technology
SPROTT PHYSICAL GOLD & SILVE	$365,921	$35,513 ▲	10.7%	12,880	0.2%	TR UNIT
AVGO Broadcom	$365,753	$6,528 ▼	-1.8%	2,185	0.2%	Computer and Technology
DG Dollar General	$364,063	$18,467 ▼	-4.8%	4,140	0.2%	Retail/Wholesale
SCHF Schwab International Equity ETF	$345,887	$7,951 ▲	2.4%	17,487	0.2%	ETF
AMAT Applied Materials	$329,886		0.0%	2,273	0.2%	Computer and Technology
TROW T. Rowe Price Group	$322,923	$36,748 ▼	-10.2%	3,515	0.2%	Finance
XLC Communication Services Select Sector SPDR Fund	$302,401	$6,945 ▼	-2.2%	3,135	0.2%	ETF
ZM Zoom Video Communications	$295,818	$11,066 ▼	-3.6%	4,010	0.2%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$293,625	$13,060 ▼	-4.3%	9,555	0.2%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$282,644	$35,928 ▲	14.6%	8,756	0.2%	ETF
COP ConocoPhillips	$267,906	$51,250 ▼	-16.1%	2,551	0.2%	Energy
KO Coca-Cola	$265,637	$474,838 ▼	-64.1%	3,709	0.2%	Consumer Staples
EVERGY INC	$262,210	$365,839 ▼	-58.3%	3,803	0.2%	COM
PFE Pfizer	$259,228	$15,204 ▼	-5.5%	10,230	0.2%	Medical
XLY Consumer Discretionary Select Sector SPDR Fund	$248,479	$593 ▲	0.2%	1,258	0.1%	Finance
AFL Aflac	$241,104		0.0%	2,168	0.1%	Finance
VO Vanguard Mid-Cap ETF	$237,961	$4,397 ▲	1.9%	920	0.1%	ETF
TSCO Tractor Supply	$236,930	$96,425 ▼	-28.9%	4,300	0.1%	Retail/Wholesale
BAC Bank of America	$229,853	$4,215 ▲	1.9%	5,508	0.1%	Finance
WMT Walmart	$228,311	$17,819 ▲	8.5%	2,601	0.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$226,185	$736 ▲	0.3%	922	0.1%	Finance
ABBV AbbVie	$223,148	$223,148 ▲	New Holding	1,065	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Midwest Financial Group LLC Top Holdings and 13F Report (2025)

About Midwest Financial Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Midwest Financial Group LLC Top Holdings and 13F Report (2025)

About Midwest Financial Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMidwest Financial Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools