MidWestOne Financial Group Top Holdings and 13F Report (2025)

About MidWestOne Financial Group

MidWestOne Financial Group NASDAQ: MOFG has filed 13-F forms with the SEC as an investor. MidWestOne Financial Group is itself a publicly traded company. For more information on MidWestOne Financial Group stock, visit the MidWestOne Financial Group stock profile here.

Investment Activity

MidWestOne Financial Group has $712.06 million in total holdings as of December 31, 2024.
MidWestOne Financial Group owns shares of 282 different stocks, but just 90 companies or ETFs make up 80% of its holdings.
Approximately 6.36% of the portfolio was purchased this quarter.
About 5.13% of the portfolio was sold this quarter.
This quarter, MidWestOne Financial Group has purchased 290 new stocks and bought additional shares in 62 stocks.
MidWestOne Financial Group sold shares of 146 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

MidWestOne Financial Group: $119,193,751
Apple: $34,237,422
Schwab U.S. Large-Cap Value ETF: $29,386,834
Vanguard Russell 1000 Growth ETF: $26,793,128
Vanguard Long-Term Corporate Bond ETF: $22,209,959

Largest New Holdings this Quarter

Vanguard Long-Term Treasury Index ETF: $4,359,532 Holding
BLACKROCK INC: $1,089,692 Holding
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund: $1,025,831 Holding
-1x Short VIX Futures ETF: $973,447 Holding
Schwab US Dividend Equity ETF: $839,216 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Value ETF: 753,293 shares (about $19.64M)
Vanguard Long-Term Treasury Index ETF: 78,763 shares (about $4.36M)
iShares Core MSCI EAFE ETF: 18,130 shares (about $1.27M)
BLACKROCK INC: 1,064 shares (about $1.09M)
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund: 19,701 shares (about $1.03M)

Largest Sales this Quarter

Vanguard Short-Term Corporate Bond ETF: 39,677 shares (about $3.10M)
MidWestOne Financial Group: 71,932 shares (about $2.09M)
iShares Core U.S. Aggregate Bond ETF: 14,151 shares (about $1.37M)
Vanguard Russell 1000 Growth ETF: 12,250 shares (about $1.27M)
SPDR S&P Dividend ETF: 7,405 shares (about $978.20K)

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
MOFG MidWestOne Financial Group	$119,193,751	$2,094,660 ▼	-1.7%	4,093,192	16.7%	Finance
AAPL Apple	$34,237,422	$358,849 ▼	-1.0%	136,721	4.8%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$29,386,834	$19,638,349 ▲	201.5%	1,127,228	4.1%	ETF
VONG Vanguard Russell 1000 Growth ETF	$26,793,128	$1,265,425 ▼	-4.5%	259,372	3.8%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$22,209,959	$716,318 ▲	3.3%	297,004	3.1%	Manufacturing
SPLG SPDR Portfolio S&P 500 ETF	$21,041,798	$560,482 ▼	-2.6%	305,219	3.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$16,621,923	$1,274,176 ▲	8.3%	236,510	2.3%	ETF
MSFT Microsoft	$12,993,581	$211,172 ▲	1.7%	30,827	1.8%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$12,749,811	$1,371,232 ▼	-9.7%	131,577	1.8%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$10,312,454	$3,095,203 ▼	-23.1%	132,194	1.4%	ETF
JPM JPMorgan Chase & Co.	$7,258,419	$96,843 ▼	-1.3%	30,280	1.0%	Finance
JEPI JPMorgan Equity Premium Income ETF	$6,648,858	$315,437 ▲	5.0%	115,572	0.9%	ETF
ABBV AbbVie	$6,484,984	$45,136 ▼	-0.7%	36,494	0.9%	Medical
HTLF Heartland Financial USA	$6,255,930	$147,132 ▼	-2.3%	102,046	0.9%	Finance
AVGO Broadcom	$6,237,191	$577,977 ▼	-8.5%	26,903	0.9%	Computer and Technology
META Meta Platforms	$5,390,790	$223,665 ▼	-4.0%	9,207	0.8%	Computer and Technology
PG Procter & Gamble	$5,319,199	$63,036 ▼	-1.2%	31,728	0.7%	Consumer Staples
LLY Eli Lilly and Company	$4,899,884		0.0%	6,347	0.7%	Medical
T AT&T	$4,830,610	$392,509 ▼	-7.5%	212,148	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$4,795,250	$77,511 ▼	-1.6%	10,579	0.7%	Finance
UAL United Airlines	$4,732,460	$482,199 ▼	-9.2%	48,738	0.7%	Transportation
GOOG Alphabet	$4,700,059	$212,341 ▼	-4.3%	24,680	0.7%	Computer and Technology
ABT Abbott Laboratories	$4,589,891	$56,554 ▼	-1.2%	40,580	0.6%	Medical
SPY SPDR S&P 500 ETF Trust	$4,583,146	$151,209 ▲	3.4%	7,820	0.6%	Finance
AMZN Amazon.com	$4,558,705	$122,420 ▼	-2.6%	20,779	0.6%	Retail/Wholesale
MCK McKesson	$4,466,954	$86,056 ▲	2.0%	7,838	0.6%	Medical
MU Micron Technology	$4,434,223	$52,095 ▲	1.2%	52,688	0.6%	Computer and Technology
VGLT Vanguard Long-Term Treasury Index ETF	$4,359,532	$4,359,532 ▲	New Holding	78,763	0.6%	ETF
URI United Rentals	$4,195,645	$21,133 ▼	-0.5%	5,956	0.6%	Construction
ORCL Oracle	$4,160,667	$54,325 ▼	-1.3%	24,968	0.6%	Computer and Technology
XOM Exxon Mobil	$4,131,764	$81,323 ▲	2.0%	38,410	0.6%	Oils/Energy
DE Deere & Company	$4,131,075	$15,677 ▼	-0.4%	9,750	0.6%	Industrial Products
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,842,445	$373,577 ▼	-8.9%	47,869	0.5%	ETF
IVV iShares Core S&P 500 ETF	$3,821,711	$292,574 ▼	-7.1%	6,492	0.5%	ETF
GOOGL Alphabet	$3,753,251	$6,247 ▲	0.2%	19,827	0.5%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$3,741,518	$418,372 ▼	-10.1%	119,005	0.5%	ETF
XLU Utilities Select Sector SPDR Fund	$3,736,134	$143,433 ▲	4.0%	49,361	0.5%	ETF
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$3,688,538	$140,830 ▼	-3.7%	91,120	0.5%	ETF
CVX Chevron	$3,382,738	$18,394 ▼	-0.5%	23,356	0.5%	Oils/Energy
JNJ Johnson & Johnson	$3,318,740	$21,838 ▼	-0.7%	22,948	0.5%	Medical
MLN VanEck Long Muni ETF	$3,306,799	$373,245 ▲	12.7%	184,944	0.5%	ETF
AON AON	$3,269,433		0.0%	9,103	0.5%	Finance
DAL Delta Air Lines	$3,251,694	$240,669 ▼	-6.9%	53,747	0.5%	Transportation
HD Home Depot	$3,236,786	$96,859 ▼	-2.9%	8,321	0.5%	Retail/Wholesale
DIVB iShares Core Dividend ETF	$3,203,292	$423,282 ▲	15.2%	67,580	0.4%	ETF
MUB iShares National Muni Bond ETF	$3,178,706	$255,720 ▼	-7.4%	29,833	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,143,540	$41,202 ▼	-1.3%	60,198	0.4%	ETF
MET MetLife	$3,097,848	$15,230 ▲	0.5%	37,834	0.4%	Finance
VO Vanguard Mid-Cap ETF	$3,065,493		0.0%	11,606	0.4%	ETF
JAZZ Jazz Pharmaceuticals	$2,998,333	$281,275 ▲	10.4%	24,347	0.4%	Medical
STZ Constellation Brands	$2,995,655	$778,804 ▲	35.1%	13,555	0.4%	Consumer Staples
GPN Global Payments	$2,974,521	$154,083 ▲	5.5%	26,544	0.4%	Business Services
SMB VanEck Short Muni ETF	$2,925,312	$507,829 ▲	21.0%	171,171	0.4%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$2,896,942		0.0%	87,231	0.4%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$2,887,750	$788,164 ▼	-21.4%	20,723	0.4%	Manufacturing
LNT Alliant Energy	$2,880,118		0.0%	48,700	0.4%	Utilities
CAT Caterpillar	$2,872,696		0.0%	7,919	0.4%	Industrial Products
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,872,393	$195,090 ▲	7.3%	26,885	0.4%	Finance
LDOS Leidos	$2,858,294	$924,577 ▲	47.8%	19,841	0.4%	Aerospace
V Visa	$2,845,624	$64,156 ▼	-2.2%	9,004	0.4%	Business Services
VOO Vanguard S&P 500 ETF	$2,792,652	$339,989 ▼	-10.9%	5,183	0.4%	ETF
GGG Graco	$2,785,363		0.0%	33,045	0.4%	Industrial Products
CSCO Cisco Systems	$2,762,391	$36,881 ▼	-1.3%	46,663	0.4%	Computer and Technology
WMT Walmart	$2,592,051	$131,459 ▼	-4.8%	28,689	0.4%	Retail/Wholesale
VZ Verizon Communications	$2,489,418	$258,255 ▲	11.6%	62,251	0.3%	Computer and Technology
BCS Barclays	$2,445,107	$50,050 ▲	2.1%	183,981	0.3%	Finance
TMO Thermo Fisher Scientific	$2,421,150	$25,491 ▲	1.1%	4,654	0.3%	Medical
UTHR United Therapeutics	$2,415,895	$454,811 ▲	23.2%	6,847	0.3%	Medical
GM General Motors	$2,378,186	$50,127 ▼	-2.1%	44,644	0.3%	Auto/Tires/Trucks
M Macy's	$2,296,487	$290,637 ▲	14.5%	135,646	0.3%	Retail/Wholesale
CRM Salesforce	$2,289,492	$133,044 ▼	-5.5%	6,849	0.3%	Computer and Technology
WAL Western Alliance Bancorporation	$2,226,007	$13,366 ▲	0.6%	26,646	0.3%	Finance
VTRS Viatris	$2,201,484	$571,468 ▲	35.1%	176,826	0.3%	Medical
ALL Allstate	$2,200,698	$39,133 ▼	-1.7%	11,416	0.3%	Finance
IBM International Business Machines	$2,152,135		0.0%	9,790	0.3%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$2,083,675	$28,800 ▼	-1.4%	40,444	0.3%	JPMORGAM LTD DUR
SIG Signet Jewelers	$1,967,064	$358,030 ▲	22.3%	24,372	0.3%	Retail/Wholesale
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$1,953,805	$89,752 ▼	-4.4%	21,943	0.3%	ETF
QQQ Invesco QQQ	$1,891,551	$36,297 ▲	2.0%	3,700	0.3%	Finance
VB Vanguard Small-Cap ETF	$1,864,092	$24,028 ▼	-1.3%	7,758	0.3%	ETF
MBB iShares MBS ETF	$1,822,782	$65,001 ▼	-3.4%	19,882	0.3%	ETF
NRG NRG Energy	$1,822,083	$731,594 ▲	67.1%	20,196	0.3%	Utilities
UNH UnitedHealth Group	$1,814,520	$44,503 ▼	-2.4%	3,588	0.3%	Medical
SCHF Schwab International Equity ETF	$1,801,123	$635,549 ▲	54.5%	97,358	0.3%	ETF
CCL Carnival Co. &	$1,795,062	$608,920 ▼	-25.3%	72,033	0.3%	Consumer Discretionary
COST Costco Wholesale	$1,773,899	$109,036 ▼	-5.8%	1,936	0.2%	Retail/Wholesale
VOT Vanguard Mid-Cap Growth ETF	$1,770,160	$19,031 ▼	-1.1%	6,976	0.2%	ETF
BA Boeing	$1,762,920	$59,826 ▼	-3.3%	9,960	0.2%	Aerospace
VOE Vanguard Mid-Cap Value ETF	$1,694,379	$33,972 ▲	2.0%	10,474	0.2%	ETF
PEP PepsiCo	$1,672,812	$9,428 ▼	-0.6%	11,001	0.2%	Consumer Staples
PEAK Healthpeak Properties	$1,668,120	$278,084 ▲	20.0%	82,295	0.2%	Finance
SMMD iShares Russell 2500 ETF	$1,655,256	$231,812 ▲	16.3%	24,342	0.2%	ETF
HNI HNI	$1,622,619		0.0%	32,214	0.2%	Business Services
IWR iShares Russell Mid-Cap ETF	$1,608,084	$47,382 ▼	-2.9%	18,191	0.2%	ETF
TSLA Tesla	$1,599,610	$161,132 ▲	11.2%	3,961	0.2%	Auto/Tires/Trucks
EMR Emerson Electric	$1,596,466	$48,828 ▼	-3.0%	12,882	0.2%	Industrial Products
INTC Intel	$1,588,722	$126,917 ▼	-7.4%	79,238	0.2%	Computer and Technology
SHEL Shell	$1,582,915	$884,806 ▲	126.7%	25,266	0.2%	Oils/Energy
PM Philip Morris International	$1,547,099		0.0%	12,855	0.2%	Consumer Staples
BMY Bristol-Myers Squibb	$1,530,514	$42,137 ▼	-2.7%	27,060	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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MidWestOne Financial Group Top Holdings and 13F Report (2025)

About MidWestOne Financial Group

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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MidWestOne Financial Group Top Holdings and 13F Report (2025)

About MidWestOne Financial Group

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 ofMidWestOne Financial Group

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