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Midwest Trust Co Top Holdings and 13F Report (2025)

About Midwest Trust Co

Investment Activity

  • Midwest Trust Co has $7.22 billion in total holdings as of June 30, 2025.
  • Midwest Trust Co owns shares of 588 different stocks, but just 104 companies or ETFs make up 80% of its holdings.

Largest Holdings

Microsoft
$364,755,814
Apple
$295,954,282
NVIDIA
$287,085,447
Amazon.com
$199,837,744

Sector Allocation

Map of 500 Largest Holdings ofMidwest Trust Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$364,755,814733,3105.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$295,954,2821,442,4834.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$287,085,4471,817,1124.0%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$265,220,915947,7933.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$199,837,744910,8792.8%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$146,050,439529,8402.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$139,470,431791,4111.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$129,120,870445,3831.8%Finance
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$119,350,3001,873,3371.7%ETF
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$107,580,1391,007,3991.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$97,199,072131,6901.3%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$89,046,555479,7251.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$88,172,598181,5111.2%Finance
Walmart Inc. stock logo
WMT
Walmart
$83,475,003853,7021.2%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$82,923,8261,454,5491.1%ETF
Visa Inc. stock logo
V
Visa
$82,874,224233,4161.1%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$76,617,0281,104,3101.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$75,962,186122,9461.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$74,713,91875,4731.0%Retail/Wholesale
Eaton Corporation, PLC stock logo
ETN
Eaton
$72,291,546202,5031.0%Industrials
RTX Corporation stock logo
RTX
RTX
$69,123,583473,3841.0%Aerospace
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$68,852,615638,7071.0%Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$68,800,905387,8511.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$66,822,338172,1290.9%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$63,468,308398,3700.9%Consumer Staples
Union Pacific Corporation stock logo
UNP
Union Pacific
$62,875,572273,2770.9%Transportation
McDonald's Corporation stock logo
MCD
McDonald's
$62,513,075213,9610.9%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$61,623,181193,9910.9%Auto/Tires/Trucks
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$61,051,655107,4800.8%ETF
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$60,645,191965,5340.8%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$58,120,380734,2140.8%Medical
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$57,919,846108,5190.8%Finance
Chubb Limited stock logo
CB
Chubb
$57,087,298197,0430.8%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$55,222,89988,9400.8%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$54,391,378148,3510.8%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$53,141,723596,6960.7%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$53,052,283291,2880.7%Consumer Staples
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$51,974,314622,5960.7%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$49,909,0388,6210.7%Retail/Wholesale
Salesforce Inc. stock logo
CRM
Salesforce
$49,858,196182,8380.7%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$49,637,665375,9290.7%Consumer Staples
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$47,677,932695,6220.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$47,564,424112,0270.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$45,211,5921,547,8120.6%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$43,516,423186,8620.6%Multi-Sector Conglomerates
Chevron Corporation stock logo
CVX
Chevron
$40,667,106284,0080.6%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$38,381,71949,2370.5%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$36,953,496411,7840.5%Energy
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$36,801,02873,6050.5%Aerospace
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$36,376,51364,2150.5%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$36,240,569227,5560.5%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$34,749,95785,7050.5%Medical
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$33,597,991452,0720.5%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$32,769,832121,6220.5%Basic Materials
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$32,473,511523,5970.4%ETF
Novartis AG stock logo
NVS
Novartis
$32,296,722266,8930.4%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$31,410,63323,4560.4%Consumer Discretionary
Enbridge Inc stock logo
ENB
Enbridge
$30,734,528678,1670.4%Energy
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$29,309,7521,202,2050.4%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$28,715,949215,3750.4%Industrials
TE CONNECTIVITY PLC
$28,373,409168,2180.4%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$28,206,357184,6570.4%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$27,631,49290,9140.4%ETF
Blackstone Inc. stock logo
BX
Blackstone
$26,360,483176,2300.4%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$26,238,661339,2640.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$26,160,754945,4550.4%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$26,155,845140,3060.4%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$25,417,132130,8610.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$25,314,018231,6220.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$24,961,684576,8820.3%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$24,866,518112,5080.3%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$24,802,425271,8370.3%Finance
Adobe Inc. stock logo
ADBE
Adobe
$24,333,20462,8960.3%Computer and Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$24,109,36790,1150.3%Finance
Danaher Corporation stock logo
DHR
Danaher
$23,452,937118,7250.3%Medical
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$23,307,74347,7080.3%Aerospace
ServiceNow, Inc. stock logo
NOW
ServiceNow
$23,275,73122,6400.3%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$23,018,224404,8940.3%ETF
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$22,470,7521,340,7370.3%Finance
Dow Inc. stock logo
DOW
DOW
$22,469,366848,5410.3%Basic Materials
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$22,107,022883,2210.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$22,082,44079,0890.3%Medical
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$22,016,74947,5380.3%Aerospace
Entergy Corporation stock logo
ETR
Entergy
$21,925,726263,7840.3%Utilities
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$21,918,433125,7300.3%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$21,424,091302,8140.3%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$21,296,23741,8810.3%Industrials
Waste Management, Inc. stock logo
WM
Waste Management
$20,944,81091,5340.3%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$20,941,26167,1260.3%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$20,934,444114,3520.3%Computer and Technology
Southern Company (The) stock logo
SO
Southern
$20,732,643225,7720.3%Utilities
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$20,435,91480,7010.3%ETF
Medtronic PLC stock logo
MDT
Medtronic
$19,995,403229,3840.3%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$19,365,715137,4820.3%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$19,125,324143,7670.3%Finance
ASML Holding N.V. stock logo
ASML
ASML
$19,093,91823,8260.3%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$19,030,876212,8970.3%Finance
The Allstate Corporation stock logo
ALL
Allstate
$18,608,29192,4360.3%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$18,560,389119,0150.3%Medical
U.S. Bancorp stock logo
USB
U.S. Bancorp
$18,442,497407,5690.3%Finance

Showing largest 100 holdings. View all holdings.
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