Fund HoldingsMidwest Financial Group LLC

Total Portfolio Value
$118.15M
Total Bought
$8.70M
Total Sold
$3.84M
Net Transaction
+$4.86M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AMERICAN CENTY ETF TR8,55422,620+14,0666641,7631.49%+1,099
ISHARES TR012,342+12,34201,0950.93%+1,095
VANGUARD INDEX FDS2,2787,118+4,8403771,1350.96%+758
SCHWAB STRATEGIC TR128,297137,132+8,8359,3179,7038.21%+386
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6,51712,643+6,1264267450.63%+319
SPROTT PHYSICAL GOLD & SILVE(CEF)016,600+16,60002880.24%+288
SCHWAB STRATEGIC TR08,248+8,24802800.24%+280
VANGUARD INDEX FDS19,71422,785+3,0712,7282,9842.53%+256
NEW FORTRESS ENERGY INC07,627+7,62702500.21%+250
SELECT SECTOR SPDR TR
ST STR ENERG ETF
21,74922,271+5221,7652,0131.70%+248
EXXON MOBIL CORP13,67513,637-381,4671,6031.36%+136
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
59,62461,470+1,8461,6471,7761.50%+129
CONOCOPHILLIPS(COP)2,9373,551+6143044250.36%+121
ABBVIE INC(ABBV)7,3577,380+239911,1000.93%+109
BERKSHIRE HATHAWAY INC DEL2,7422,948+2069351,0330.87%+98
MICRON TECHNOLOGY INC(MU)15,60515,855+2509851,0790.91%+94
ONEOK INC NEW(OKE)37,02837,459+4312,2852,3762.01%+91
US BANCORP DEL(USB)28,97531,475+2,5009571,0410.88%+84
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
86,75189,155+2,4044,1354,2123.57%+77
FIFTH THIRD BANCORP(FITB)8,30011,500+3,2002182910.25%+73
DRAFTKINGS INC NEW(DKNG)22,09022,09005876500.55%+63
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
83,30487,415+4,1111,7641,8241.54%+60
FASTLY INC(FSLY)16,17516,075-1002553080.26%+53
NRG ENERGY INC(NRG)13,45014,300+8505035510.47%+48
FIRST TR EXCH TRADED FD III
EQUITY MARKET NE
60,49362,155+1,6621,2101,2521.06%+42
CVS HEALTH CORP(CVS)6,1006,630+5304224630.39%+41
TYSON FOODS INC(TSN)12,20013,100+9006236610.56%+38
INVESCO EXCH TRADED FD TR II16,46918,147+1,6781,0341,0670.90%+33
UNITEDHEALTH GROUP INC(UNH)1,2161,225+95856180.52%+33
CHEVRON CORP NEW(CVX)2,6182,629+114124430.37%+31
DEVON ENERGY CORP NEW(DVN)17,50018,260+7608468710.74%+25
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
279,967292,663+12,6966,1516,1665.22%+15
ZOOM VIDEO COMMUNICATIONS IN(ZM)5,0355,03503423520.30%+10
SELECT SECTOR SPDR TR
ST STR SVC ETF
6,2616,289+284074120.35%+5
MASTERCARD INCORPORATED(MA)1,3521,353+15325360.45%+4
WASTE MGMT INC DEL(WM)1,5251,755+2302642680.23%+4
AMAZON COM INC(AMZN)4,3184,448+1305635650.48%+2
PIMCO ETF TR
INTER MUN BD ACT
16,37617,006+6308498510.72%+2
SCHWAB STRATEGIC TR6,5076,709+2024884880.41%0
ISHARES TR2,5412,674+1332532520.21%-1
UNION PAC CORP(UNP)1,6101,61003293280.28%-1
ISHARES TR53,21154,701+1,4903,7503,7433.17%-7
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
12,09112,053-389159060.77%-9
CALAMOS STRATEGIC TOTAL RETU(CSQ)16,64816,705+572462350.20%-11
SPOTIFY TECHNOLOGY S A(SPOT)1,6581,648-102662550.22%-11
SPDR S&P 500 ETF TR(SPY)2,0792,129+509229100.77%-12
APPLIED MATLS INC2,2632,26303273130.26%-14
ALTRIA GROUP INC(MO)6,5706,725+1552982830.24%-15
ISHARES TR8,2558,663+4081,5461,5311.30%-15
ROYAL CARIBBEAN GROUP
COM
2,0752,175+1002152000.17%-15
SHERWIN WILLIAMS CO(SHW)2,5002,540+406646480.55%-16
PHILLIPS EDISON & CO INC(PECO)10,2589,858-4003503310.28%-19
ISHARES TR7,9748,075+1018518280.70%-23
ISHARES TR15,71715,292-4254864610.39%-25
SCHWAB STRATEGIC TR15,13215,190+587827570.64%-25
VANGUARD INDEX FDS3,1923,19207036780.57%-25
VISA INC(V)3,7933,806+139018760.74%-25
PROCTER AND GAMBLE CO(PG)5,6135,663+508528260.70%-26
SPDR S&P MIDCAP 400 ETF TR(MDY)6,7677,038+2713,2413,2142.72%-27
SCHWAB STRATEGIC TR38,76039,775+1,0151,7891,7591.49%-30
PRICE T ROWE GROUP INC(TROW)4,2654,266+14784470.38%-31
ISHARES TR
MSCI USA MIN ETF
9,9119,736-1757377050.60%-32
FIRST TR EXCHANGE-TRADED FD
INTL DEV STRNGTH
47,11449,760+2,6461,5281,4951.27%-33
VANGUARD WORLD FDS
CONSUM STP ETF
1,9751,920-553843510.30%-33
ISHARES SILVER TR(SLV)56,17055,920-2501,1731,1370.96%-36
ISHARES GOLD TR(IAU)23,88523,735-1508698300.70%-39
CANADIAN PACIFIC KANSAS CITY(CP)6,1756,17504994590.39%-40
DOLLAR GEN CORP NEW(DG)3,2984,916+1,6185605200.44%-40
MCDONALDS CORP(MCD)1,1741,175+13503090.26%-41
SELECT SECTOR SPDR TR
ST STR STAPL ETF
17,54618,313+7671,3011,2601.07%-41
SELECT SECTOR SPDR TR
ST STR CARE ETF
7,5627,438-1241,0049580.81%-46
TRACTOR SUPPLY CO(TSCO)1,4101,310-1003122660.23%-46
FORD MTR CO DEL(F)15,04014,577-4632281810.15%-47
VANECK ETF TRUST
SEMICONDUCTR ETF
3,0802,880-2004694180.35%-51
JOHNSON & JOHNSON(JNJ)2,8982,746-1524804280.36%-52
AMERICAN EXPRESS CO(AXP)2,7232,72304744060.34%-68
PFIZER INC(PFE)20,31820,292-267456730.57%-72
COCA COLA CO(KO)16,67816,591-871,0049290.79%-75
PEPSICO INC(PEP)5,0935,098+59438640.73%-79
CAPITOL FED FINL INC(CFFN)56,13955,860-2793462660.23%-80
ABBOTT LABS6,8216,82107446610.56%-83
ONE GAS INC(OGS)9,7379,741+47486650.56%-83
EVERGY INC(EVRG)12,22312,255+327146210.53%-93
DELTA AIR LINES INC DEL(DAL)9,0008,900-1004283290.28%-99
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
98,862102,930+4,0682,2002,0871.77%-113
CSX CORP(CSX)33,83533,735-1001,1541,0370.88%-117
VERIZON COMMUNICATIONS INC(VZ)25,26424,560-7049407960.67%-144
INVESCO QQQ TR11,62811,576-524,2964,1473.51%-149
MICROSOFT CORP(MSFT)8,7798,908+1292,9902,8132.38%-177
RTX CORPORATION(RTX)7,5967,873+2777445670.48%-177
AT&T INC(T)11,4930-11,4931830-183
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,1780-1,1782000-200
MERCK & CO INC(MRK)1,9060-1,9062200-220
SOUTHWEST AIRLS CO(LUV)6,1980-6,1982240-224
BOEING CO(BA)12,49312,540+472,6382,4042.03%-234
ISHARES TR54,40055,196+7965,8835,6314.77%-252
CRACKER BARREL OLD CTRY STOR2,7250-2,7252540-254
ADVANCED MICRO DEVICES INC(AMD)41,56142,841+1,2804,7344,4053.73%-329
APPLE INC(AAPL)34,52336,272+1,7496,6966,2105.26%-486
NUVEEN AMT-FREE MUN VALUE FD40,3250-40,3255540-554
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