Fund HoldingsMidwest Financial Group LLC

Total Portfolio Value
$148.84M
Total Bought
$27.41M
Total Sold
$15.65M
Net Transaction
+$11.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0256,832+256,83206,2874.22%+6,287
ISHARES TR52,10183,440+31,3393,9137,0464.73%+3,133
ISHARES TR3,01827,429+24,4113273,0312.04%+2,704
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
059,489+59,48901,6851.13%+1,685
ADVANCED MICRO DEVICES INC(AMD)42,32341,788-5356,2397,5425.07%+1,303
VANECK ETF TRUST
MRNGSTR WDE MOAT
28,37940,799+12,4202,4093,6682.46%+1,259
AMERICAN CENTY ETF TR32,28144,103+11,8222,8994,1332.78%+1,234
MICRON TECHNOLOGY INC(MU)17,69519,810+2,1151,5102,3351.57%+825
ISHARES TR03,176+3,17607170.48%+717
ALPHABET INC(GOOG)03,940+3,94005950.40%+595
SPDR S&P MIDCAP 400 ETF TR(MDY)6,7236,992+2693,4113,8912.61%+480
SELECT SECTOR SPDR TR
ST STR ENERG ETF
25,06027,148+2,0882,1012,5631.72%+462
LATTICE SEMICONDUCTOR CORP(LSCC)05,500+5,50004300.29%+430
MICROSOFT CORP(MSFT)9,2129,214+23,4643,8762.60%+412
BERKSHIRE HATHAWAY INC DEL2,9183,407+4891,0411,4330.96%+392
INVESCO QQQ TR11,81611,740-764,8395,2133.50%+374
ONEOK INC NEW(OKE)36,77436,437-3372,5822,9211.96%+339
VANGUARD INDEX FDS25,15225,434+2823,6473,9652.66%+318
SELECT SECTOR SPDR TR
ST STR UTIL ETF
12,14515,862+3,7177691,0410.70%+272
EXXON MOBIL CORP13,39713,830+4331,3391,6081.08%+269
COSTCO WHSL CORP NEW(COST)0351+35102570.17%+257
VANGUARD INDEX FDS9,42710,158+7311,6971,9491.31%+252
T ROWE PRICE ETF INC
CAP APPRECIATION
08,154+8,15402470.17%+247
BROADCOM INC(AVGO)0182+18202420.16%+242
TARGET CORP(TGT)01,310+1,31002320.16%+232
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
61,02862,826+1,7981,5721,8021.21%+230
DOLLAR GEN CORP NEW(DG)5,5026,253+7517489760.66%+228
VANGUARD WHITEHALL FDS01,729+1,72902090.14%+209
AMAZON COM INC(AMZN)4,8635,242+3797399460.64%+207
VANGUARD INDEX FDS0812+81202030.14%+203
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
05,256+5,25602020.14%+202
SPDR S&P 500 ETF TR(SPY)2,0872,233+1469921,1680.78%+176
FIRST TR EXCHANGE-TRADED FD
INTL DEV STRNGTH
50,81153,664+2,8531,7151,8771.26%+162
ISHARES TR18,79821,311+2,5131,8592,0161.35%+157
VANECK ETF TRUST
SEMICONDUCTR ETF
2,8612,865+45006450.43%+145
RTX CORPORATION(RTX)8,0648,295+2316798090.54%+130
SELECT SECTOR SPDR TR
ST STR CARE ETF
7,3387,593+2551,0011,1220.75%+121
SCHWAB STRATEGIC TR7,2757,812+5376047240.49%+120
AMERICAN EXPRESS CO(AXP)2,7232,72305106200.42%+110
APPLIED MATLS INC2,2632,273+103674690.32%+102
PROCTER AND GAMBLE CO(PG)5,9706,006+368759740.65%+99
DEVON ENERGY CORP NEW(DVN)19,61719,528-898899800.66%+91
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
89,62790,684+1,0571,9832,0741.39%+91
VERIZON COMMUNICATIONS INC(VZ)19,44719,557+1107338210.55%+88
FIFTH THIRD BANCORP(FITB)11,40012,902+1,5023934800.32%+87
SCHWAB STRATEGIC TR15,25315,300+478499340.63%+85
HERC HLDGS INC(HRI)1,5201,840+3202263100.21%+84
MASTERCARD INCORPORATED(MA)1,3541,355+15786530.44%+75
PEPSICO INC(PEP)5,1545,425+2718759490.64%+74
PRICE T ROWE GROUP INC(TROW)5,2165,217+15626360.43%+74
VANGUARD INDEX FDS3,1923,19207578300.56%+73
INVESCO EXCH TRADED FD TR II18,35818,539+1811,1501,2210.82%+71
US BANCORP DEL(USB)30,95031,556+6061,3401,4110.95%+71
CONOCOPHILLIPS(COP)3,6043,808+2044184850.33%+67
DELTA AIR LINES INC DEL(DAL)8,8008,805+53544210.28%+67
ISHARES GOLD TR(IAU)23,80023,595-2059299910.67%+62
TRACTOR SUPPLY CO(TSCO)1,2101,21002603170.21%+57
TYSON FOODS INC(TSN)12,60012,500-1006777340.49%+57
CANADIAN PACIFIC KANSAS CITY(CP)6,1756,17504885440.37%+56
CHEVRON CORP NEW(CVX)3,0313,196+1654525040.34%+52
VANGUARD INDEX FDS2,3112,386+753463890.26%+43
ISHARES SILVER TR(SLV)54,62053,990-6301,1901,2280.83%+38
MERCK & CO INC(MRK)1,9121,863-492082460.17%+38
VANGUARD INDEX FDS471497+262062390.16%+33
CVS HEALTH CORP(CVS)5,7256,035+3104524810.32%+29
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,1943,197+32322610.18%+29
SCHWAB STRATEGIC TR8,3488,598+2503093350.23%+26
SELECT SECTOR SPDR TR
ST STR STAPL ETF
18,20417,502-7021,3111,3360.90%+25
COCA COLA CO(KO)16,11115,892-2199499720.65%+23
VANGUARD WORLD FD
CONSUM STP ETF
1,8791,858-213593790.25%+20
ONE GAS INC(OGS)11,51611,616+1007347500.50%+16
ISHARES TR
MSCI USA MIN ETF
9,4448,991-4537377520.51%+15
SPROTT PHYSICAL GOLD & SILVE(CEF)13,90013,800-1002662810.19%+15
ISHARES TR15,29315,193-1004774900.33%+13
PFIZER INC(PFE)013,604+13,60403780.25%+378
ALTRIA GROUP INC(MO)5,7255,525-2002312410.16%+10
FORD MTR CO DEL(F)13,91813,553-3651701800.12%+10
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,1821,203+212112210.15%+10
DRAFTKINGS INC NEW(DKNG)21,89017,165-4,7257727790.52%+7
ROYAL CARIBBEAN GROUP
COM
1,8751,775-1002432470.17%+4
UNION PAC CORP(UNP)1,7941,79404414410.30%0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
11,88611,791-959209120.61%-8
FIRST TR EXCH TRADED FD III
EQUITY MARKET NE
62,18162,881+7001,2541,2450.84%-9
JOHNSON & JOHNSON(JNJ)2,7972,699-984384270.29%-11
PIMCO ETF TR
INTER MUN BD ACT
17,37617,126-2509178990.60%-18
ISHARES TR8,0117,863-1488698460.57%-23
SCHWAB STRATEGIC TR39,26339,281+181,8301,8071.21%-23
EVERGY INC(EVRG)11,59010,793-7976055760.39%-29
MCDONALDS CORP(MCD)1,2501,200-503713380.23%-33
ZOOM VIDEO COMMUNICATIONS IN(ZM)5,0355,03503623290.22%-33
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
88,92188,223-6984,2974,2572.86%-40
CAPITOL FED FINL INC(CFFN)58,61056,380-2,2303783360.23%-42
PHILLIPS EDISON & CO INC(PECO)9,7338,733-1,0003553130.21%-42
UNITEDHEALTH GROUP INC(UNH)1,2541,243-116606150.41%-45
FASTLY INC(FSLY)16,47516,425-502932130.14%-80
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
104,584101,423-3,1612,3142,1681.46%-146
ISHARES TR54,70553,656-1,0496,0545,8443.93%-210
CALAMOS STRATEGIC TOTAL RETU(CSQ)15,9140-15,9142370-237
NEW FORTRESS ENERGY INC6,3040-6,3042380-238
CSX CORP(CSX)32,73523,700-9,0351,1358790.59%-256
Page 1 of 1