Fund HoldingsMidwest Financial Group LLC

Total Portfolio Value
$190.22M
Total Bought
$24.30M
Total Sold
$10.14M
Net Transaction
+$14.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO QQQ TR13,22417,324+4,1006,2019,5575.02%+3,356
SCHWAB STRATEGIC TR396,774515,904+119,13011,09413,6717.19%+2,578
ADVANCED MICRO DEVICES INC(AMD)041,707+41,70705,9183.11%+5,918
ISHARES TR0111,124+111,124012,2356.43%+12,235
MICROSOFT CORP(MSFT)09,407+9,40704,6792.46%+4,679
MICRON TECHNOLOGY INC(MU)21,83022,900+1,0701,8972,8221.48%+926
SCHWAB STRATEGIC TR211,726250,772+39,0464,9045,8283.06%+924
ISHARES TR14,67515,067+3922,7613,5961.89%+835
AMERICAN CENTY ETF TR101,489105,339+3,8508,8479,5965.04%+750
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
17,76534,511+16,7465791,2300.65%+651
BERKSHIRE HATHAWAY INC DEL4,6946,476+1,7822,5003,1461.65%+646
ISHARES TR8,05214,286+6,2348491,4930.78%+644
AMAZON COM INC(AMZN)5,5277,390+1,8631,0521,6210.85%+570
SPDR SERIES TRUST
ST STR SP600GRWO
30,51634,839+4,3232,5333,0921.63%+559
BROADCOM INC(AVGO)2,1852,932+7473668080.42%+442
ALPHABET INC(GOOG)6,3018,033+1,7329741,4160.74%+441
BOEING CO(BA)8,6258,800+1751,4711,8440.97%+373
SCHWAB STRATEGIC TR72,99275,056+2,0641,8282,1921.15%+365
VANECK ETF TRUST
MRNGSTR WDE MOAT
56,87457,131+2575,0055,3582.82%+353
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,388+2,38803520.19%+352
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
68,91171,019+2,1082,0582,3581.24%+300
ISHARES TR03,175+3,17502920.15%+292
NVIDIA CORPORATION(NVDA)5,2955,435+1405748590.45%+285
AMERICAN CENTY ETF TR02,376+2,37602590.14%+259
COSTCO WHSL CORP NEW(COST)1,0841,290+2061,0251,2770.67%+252
ISHARES BITCOIN TRUST ETF(IBIT)10,18811,888+1,7004777280.38%+251
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0970+97002460.13%+246
SERVICENOW INC(NOW)0238+23802450.13%+245
ORACLE CORP(ORCL)2,6672,807+1403736140.32%+241
FIRST TR EXCHANGE TRADED FD
INTL DEV STRNGTH
71,31572,456+1,1412,6132,8511.50%+239
SPDR S&P 500 ETF TR(SPY)2,4552,593+1381,3731,6020.84%+229
ARK ETF TR
BLOC FIN INN ETF
04,548+4,54802280.12%+228
VANECK ETF TRUST
SEMICONDUCTR ETF
2,8152,915+1005958130.43%+218
VANGUARD WORLD FD
INF TECH ETF
0303+30302010.11%+201
ROYAL CARIBBEAN GROUP
COM
1,8501,85003805790.30%+199
VANGUARD INDEX FDS1,0171,252+2355237110.37%+189
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,8888,850+1,9621,0061,1930.63%+187
AMERICAN CENTY ETF TR63,12463,063-614,1164,3022.26%+185
VANGUARD INDEX FDS27,45827,899+4414,4084,5882.41%+180
ISHARES TR36,83636,881+453,8524,0312.12%+179
PIMCO ETF TR
INTER MUN BD ACT
16,23519,621+3,3868371,0080.53%+171
LAM RESEARCH CORP(LRCX)6,6756,676+14856500.34%+165
US BANCORP DEL(USB)32,75133,651+9001,3831,5230.80%+140
AMERICAN EXPRESS CO(AXP)2,7332,73307358720.46%+136
DRAFTKINGS INC NEW(DKNG)12,25012,25004075250.28%+119
T ROWE PRICE ETF INC
CAP APPRECIATION
8,75611,344+2,5882834000.21%+118
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
68,63971,699+3,0601,7341,8450.97%+111
RTX CORPORATION(RTX)6,6986,836+1388879980.52%+111
SELECT SECTOR SPDR TR
ST STR UTIL ETF
25,34425,822+4781,9982,1091.11%+110
SCHWAB STRATEGIC TR46,49546,633+1381,0011,1110.58%+110
SPDR S&P MIDCAP 400 ETF TR(MDY)8,8868,545-3414,7404,8412.54%+100
VANGUARD INDEX FDS3,3723,37209271,0250.54%+98
VANGUARD INDEX FDS010,604+10,60402,0681.09%+2,068
APPLIED MATLS INC2,2732,27303304160.22%+86
WALMART INC(WMT)2,6013,205+6042283130.16%+85
PURPLE INNOVATION INC0115,000+115,0000840.04%+84
ISHARES GOLD TR(IAU)23,01823,01801,3571,4350.75%+78
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
95,02091,546-3,4742,1722,2481.18%+76
DOLLAR GEN CORP NEW(DG)4,1403,799-3413644350.23%+70
FIFTH THIRD BANCORP(FITB)15,30016,100+8006006620.35%+62
CANADIAN PACIFIC KANSAS CITY(CP)6,1756,17504344890.26%+56
SPROTT PHYSICAL GOLD & SILVE(CEF)12,88013,788+9083664150.22%+49
ISHARES TR363403+402042500.13%+46
CSX CORP(CSX)20,40019,800-6006006460.34%+46
VANGUARD INDEX FDS9201,010+902382830.15%+45
SCHWAB STRATEGIC TR17,48717,637+1503463900.20%+44
JPMORGAN CHASE & CO.(JPM)922926+42262680.14%+42
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,1353,138+33023410.18%+38
BANK AMERICA CORP5,5085,609+1012302650.14%+36
FORD MTR CO(F)11,64213,443+1,8011171460.08%+29
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,2581,261+32482740.14%+26
HERC HLDGS INC(HRI)1,6031,803+2002152370.12%+22
VANGUARD INDEX FDS5,1925,19208979180.48%+21
MASTERCARD INCORPORATED(MA)1,3641,365+17487670.40%+19
VANGUARD WHITEHALL FDS1,7141,760+462212350.12%+14
CAPITOL FED FINL INC(CFFN)25,89725,407-4901451550.08%+10
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
5,2565,25602122220.12%+10
FASTLY INC(FSLY)13,65013,300-35086940.05%+7
COCA COLA CO(KO)03,843+3,84302720.14%+272
ZOOM COMMUNICATIONS INC(ZM)4,0103,870-1402963020.16%+6
SPDR SERIES TRUST
ST STR SP DIV
3,0003,020+204074100.22%+3
ISHARES TR9,5559,55502942930.15%-0
RECURSION PHARMACEUTICALS IN(RXRX)12,01912,019064610.03%-3
PRICE T ROWE GROUP INC(TROW)3,5153,315-2003233200.17%-3
PFIZER INC(PFE)10,23010,548+3182592560.13%-4
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
7,7287,613-1156106050.32%-5
VISA INC(V)1,7461,709-376126070.32%-5
ISHARES TR
MSCI USA MIN ETF
8,8318,744-878278210.43%-6
UNION PAC CORP(UNP)1,7931,801+84244140.22%-9
TRACTOR SUPPLY CO(TSCO)4,3004,30002372270.12%-10
AFLAC INC(AFL)2,1682,172+42412290.12%-12
VERIZON COMMUNICATIONS INC(VZ)10,32510,32504684470.23%-22
MCDONALDS CORP(MCD)1,3401,341+14193920.21%-27
ONE GAS INC(OGS)6,4186,368-504854580.24%-28
LATTICE SEMICONDUCTOR CORP(LSCC)7,2457,125-1203803490.18%-31
PEPSICO INC(PEP)2,6902,798+1084033690.19%-34
ISHARES TR1,9501,641-3093893540.19%-35
CONOCOPHILLIPS(COP)2,5512,55102682290.12%-39
PROCTER AND GAMBLE CO(PG)3,8013,80106486060.32%-42
SELECT SECTOR SPDR TR
ST STR STAPL ETF
15,56515,034-5311,2711,2170.64%-54
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