Fund HoldingsMidwest Financial Group LLC

Total Portfolio Value
$172.10M
Total Bought
$12.89M
Total Sold
$12.80M
Net Transaction
+$87.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SCHWAB STRATEGIC TR88,319211,726+123,4072,0054,9042.85%+2,899
ISHARES TR065,149+65,14907,0814.11%+7,081
ISHARES TR6,94714,675+7,7281,4972,7611.60%+1,264
FIRST TR EXCHANGE TRADED FD
INTL DEV STRNGTH
071,315+71,31502,6131.52%+2,613
SPDR S&P MIDCAP 400 ETF TR(MDY)7,2608,886+1,6264,1354,7402.75%+605
SPDR SER TR
ST STR SP600GRWO
23,13230,516+7,3842,0902,5331.47%+443
SCHWAB STRATEGIC TR0396,774+396,774011,0946.45%+11,094
ORACLE CORP(ORCL)02,667+2,66703730.22%+373
SELECT SECTOR SPDR TR
ST STR ENERG ETF
30,91431,688+7742,6482,9611.72%+313
BERKSHIRE HATHAWAY INC DEL4,8594,694-1652,2022,5001.45%+297
COSTCO WHSL CORP NEW(COST)8251,084+2597551,0250.60%+269
ISHARES GOLD TR(IAU)22,30823,018+7101,1041,3570.79%+253
SELECT SECTOR SPDR TR
ST STR UTIL ETF
23,43325,344+1,9111,7741,9981.16%+225
ABBVIE INC(ABBV)01,065+1,06502230.13%+223
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
05,256+5,25602120.12%+212
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
12,40217,765+5,3633725790.34%+207
ISHARES TR31,81036,836+5,0263,6653,8522.24%+187
EXXON MOBIL CORP13,98414,000+161,5041,6650.97%+161
INVESCO EXCH TRADED FD TR II18,05318,528+4751,2641,3840.80%+121
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
62,13468,911+6,7771,9532,0581.20%+105
DEVON ENERGY CORP NEW(DVN)016,243+16,24306070.35%+607
ISHARES BITCOIN TRUST ETF(IBIT)7,24810,188+2,9403854770.28%+92
SPROTT PHYSICAL GOLD & SILVE(CEF)11,63012,880+1,2502763660.21%+90
MICRON TECHNOLOGY INC(MU)021,830+21,83001,8971.10%+1,897
RTX CORPORATION(RTX)6,9026,698-2047998870.52%+88
VANGUARD INDEX FDS26,70727,458+7514,3204,4082.56%+88
SCHWAB STRATEGIC TR62,89172,992+10,1011,7531,8281.06%+75
CHEVRON CORP NEW(CVX)3,1773,17704605310.31%+71
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,7986,888+909351,0060.58%+70
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
095,020+95,02002,1721.26%+2,172
VISA INC(V)1,7431,746+35516120.36%+61
JOHNSON & JOHNSON(JNJ)2,5822,583+13734280.25%+55
VANGUARD INDEX FDS4,9875,192+2058448970.52%+53
VERIZON COMMUNICATIONS INC(VZ)10,42510,325-1004174680.27%+51
DOLLAR GEN CORP NEW(DG)04,140+4,14003640.21%+364
SELECT SECTOR SPDR TR
ST STR STAPL ETF
15,77615,565-2111,2401,2710.74%+31
MCDONALDS CORP(MCD)1,3401,34003884190.24%+30
MASTERCARD INCORPORATED(MA)1,3631,364+17187480.43%+30
SCHWAB STRATEGIC TR17,08517,487+4023163460.20%+30
T ROWE PRICE ETF INC
CAP APPRECIATION
7,6438,756+1,1132542830.16%+28
UNITEDHEALTH GROUP INC(UNH)1,2231,227+46196430.37%+24
ISHARES TR
MSCI USA MIN ETF
9,0528,831-2218048270.48%+23
INVESCO QQQ TR12,09013,224+1,1346,1816,2013.60%+20
AFLAC INC(AFL)2,1682,16802242410.14%+17
SPDR SER TR
ST STR SP DIV
2,9823,000+183944070.24%+13
FIFTH THIRD BANCORP(FITB)13,90215,300+1,3985886000.35%+12
WALMART INC(WMT)2,3982,601+2032172280.13%+12
JPMORGAN CHASE & CO.(JPM)919922+32202260.13%+6
VANGUARD WHITEHALL FDS1,7091,714+52182210.13%+3
UNION PAC CORP(UNP)1,8491,793-564224240.25%+2
VANGUARD INDEX FDS903920+172392380.14%-1
FORD MTR CO(F)11,94111,642-2991181170.07%-1
PEPSICO INC(PEP)02,690+2,69004030.23%+403
ONE GAS INC(OGS)7,1186,418-7004934850.28%-8
BANK AMERICA CORP5,4075,508+1012382300.13%-8
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,2073,135-723103020.18%-8
ISHARES TR36336302142040.12%-10
CANADIAN PACIFIC KANSAS CITY(CP)6,1756,17504474340.25%-13
VANGUARD INDEX FDS9981,017+195385230.30%-15
ISHARES TR8,1308,052-788668490.49%-17
RECURSION PHARMACEUTICALS IN(RXRX)12,01912,019081640.04%-18
LAM RESEARCH CORP(LRCX)6,9756,675-3005044850.28%-19
ISHARES TR9,9809,555-4253142940.17%-20
PFIZER INC(PFE)10,83010,230-6002872590.15%-28
ISHARES TR1,9001,950+504203890.23%-31
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,2551,258+32822480.14%-33
CAPITOL FED FINL INC(CFFN)30,15025,897-4,2531781450.08%-33
CONOCOPHILLIPS(COP)3,0392,551-4883012680.16%-33
HERC HLDGS INC(HRI)1,3201,603+2832502150.13%-35
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
67,69268,639+9471,7711,7341.01%-37
PROCTER AND GAMBLE CO(PG)4,1013,801-3006886480.38%-40
APPLIED MATLS INC2,2732,27303703300.19%-40
VANGUARD INDEX FDS3,3423,372+309699270.54%-42
ZOOM COMMUNICATIONS INC(ZM)4,1604,010-1503392960.17%-44
FASTLY INC(FSLY)13,90013,650-250131860.05%-45
ROYAL CARIBBEAN GROUP
COM
1,8501,85004273800.22%-47
SCHWAB STRATEGIC TR46,35346,495+1421,0521,0010.58%-51
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
108,223102,402-5,8212,2552,2021.28%-54
LATTICE SEMICONDUCTOR CORP(LSCC)7,9257,245-6804493800.22%-69
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
8,7187,728-9906806100.35%-70
AMERICAN EXPRESS CO(AXP)2,7232,733+108087350.43%-73
PIMCO ETF TR
INTER MUN BD ACT
17,76516,235-1,5309198370.49%-82
BOEING CO(BA)8,7758,625-1501,5531,4710.85%-82
TRACTOR SUPPLY CO(TSCO)6,0504,300-1,7503212370.14%-84
VANECK ETF TRUST
SEMICONDUCTR ETF
2,8152,81506825950.35%-86
SPDR S&P 500 ETF TR(SPY)2,5402,455-851,4881,3730.80%-115
CSX CORP(CSX)22,20020,400-1,8007166000.35%-116
PRICE T ROWE GROUP INC(TROW)3,9153,515-4004433230.19%-120
VANECK ETF TRUST
MRNGSTR WDE MOAT
056,874+56,87405,0052.91%+5,005
US BANCORP DEL(USB)31,85432,751+8971,5241,3830.80%-141
BROADCOM INC(AVGO)2,2242,185-395163660.21%-150
ONEOK INC NEW(OKE)35,11733,997-1,1203,5263,3731.96%-153
AMAZON COM INC(AMZN)5,5295,527-21,2131,0520.61%-161
NVIDIA CORPORATION(NVDA)5,4805,295-1857365740.33%-162
AMERICAN CENTY ETF TR93,508101,489+7,9819,0268,8475.14%-179
DRAFTKINGS INC NEW(DKNG)15,85012,250-3,6005904070.24%-183
AMERICAN CENTY ETF TR64,44263,124-1,3184,3034,1162.39%-186
ISHARES TR031,090+31,09002,8301.64%+2,830
ALPHABET INC(GOOG)6,2366,301+651,1819740.57%-206
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9030-9032100-210
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