Fund HoldingsMidwest Financial Group LLC

Total Portfolio Value
$133.99M
Total Bought
$13.34M
Total Sold
$6.88M
Net Transaction
+$6.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANECK ETF TRUST
MRNGSTR WDE MOAT
028,379+28,37902,4091.80%+2,409
ADVANCED MICRO DEVICES INC(AMD)42,84142,323-5184,4056,2394.66%+1,834
AMERICAN CENTY ETF TR22,62032,281+9,6611,7632,8992.16%+1,136
APPLE INC(AAPL)36,27236,631+3596,2107,0535.26%+843
SCHWAB STRATEGIC TR137,132138,411+1,2799,70310,5377.86%+834
ISHARES TR12,34218,798+6,4561,0951,8591.39%+764
INVESCO QQQ TR11,57611,816+2404,1474,8393.61%+692
VANGUARD INDEX FDS22,78525,152+2,3672,9843,6472.72%+663
MICROSOFT CORP(MSFT)8,9089,212+3042,8133,4642.59%+651
VANGUARD INDEX FDS7,1189,427+2,3091,1351,6971.27%+562
MICRON TECHNOLOGY INC(MU)15,85517,695+1,8401,0791,5101.13%+431
ISHARES TR55,19654,705-4915,6316,0544.52%+423
VANGUARD INDEX FDS02,311+2,31103460.26%+346
US BANCORP DEL(USB)31,47530,950-5251,0411,3401.00%+299
ISHARES TR8,6639,044+3811,5311,8151.35%+284
JPMORGAN CHASE & CO(JPM)01,570+1,57002670.20%+267
DOLLAR GEN CORP NEW(DG)4,9165,502+5865207480.56%+228
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
102,930104,584+1,6542,0872,3141.73%+227
HERC HLDGS INC(HRI)01,520+1,52002260.17%+226
FIRST TR EXCHANGE-TRADED FD
INTL DEV STRNGTH
49,76050,811+1,0511,4951,7151.28%+220
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,182+1,18202110.16%+211
MERCK & CO INC(MRK)01,912+1,91202080.16%+208
ONEOK INC NEW(OKE)37,45936,774-6852,3762,5821.93%+206
VANGUARD INDEX FDS0471+47102060.15%+206
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
292,663275,735-16,9286,1666,3644.75%+198
SPDR S&P MIDCAP 400 ETF TR(MDY)7,0386,723-3153,2143,4112.55%+197
AMAZON COM INC(AMZN)4,4484,863+4155657390.55%+174
ISHARES TR54,70152,101-2,6003,7433,9132.92%+170
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
87,41589,627+2,2121,8241,9831.48%+159
NRG ENERGY INC(NRG)14,30013,600-7005517030.52%+152
VISA INC(V)3,8063,910+1048761,0180.76%+142
DRAFTKINGS INC NEW(DKNG)22,09021,890-2006507720.58%+122
SCHWAB STRATEGIC TR6,7097,275+5664886040.45%+116
PRICE T ROWE GROUP INC(TROW)4,2665,216+9504475620.42%+115
UNION PAC CORP(UNP)1,6101,794+1843284410.33%+113
CAPITOL FED FINL INC(CFFN)55,86058,610+2,7502663780.28%+112
RTX CORPORATION(RTX)7,8738,064+1915676790.51%+112
AMERICAN EXPRESS CO(AXP)2,7232,72304065100.38%+104
FIFTH THIRD BANCORP(FITB)11,50011,400-1002913930.29%+102
ISHARES GOLD TR(IAU)23,73523,800+658309290.69%+99
CSX CORP(CSX)33,73532,735-1,0001,0371,1350.85%+98
SCHWAB STRATEGIC TR15,19015,253+637578490.63%+92
SELECT SECTOR SPDR TR
ST STR ENERG ETF
22,27125,060+2,7892,0132,1011.57%+88
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
89,15588,921-2344,2124,2973.21%+85
INVESCO EXCH TRADED FD TR II18,14718,358+2111,0671,1500.86%+83
SPDR S&P 500 ETF TR(SPY)2,1292,087-429109920.74%+82
VANECK ETF TRUST
SEMICONDUCTR ETF
2,8802,861-194185000.37%+82
VANGUARD INDEX FDS3,1923,19206787570.56%+79
ISHARES TR2,6743,018+3442523270.24%+75
SCHWAB STRATEGIC TR39,77539,263-5121,7591,8301.37%+71
ONE GAS INC(OGS)9,74111,516+1,7756657340.55%+69
PIMCO ETF TR
INTER MUN BD ACT
17,00617,376+3708519170.68%+66
MCDONALDS CORP(MCD)1,1751,250+753093710.28%+62
APPLIED MATLS INC2,2632,26303133670.27%+54
ISHARES SILVER TR(SLV)55,92054,620-1,3001,1371,1900.89%+53
SPOTIFY TECHNOLOGY S A(SPOT)1,6481,633-152553070.23%+52
SELECT SECTOR SPDR TR
ST STR STAPL ETF
18,31318,204-1091,2601,3110.98%+51
PROCTER AND GAMBLE CO(PG)5,6635,970+3078268750.65%+49
ROYAL CARIBBEAN GROUP
COM
2,1751,875-3002002430.18%+43
SELECT SECTOR SPDR TR
ST STR CARE ETF
7,4387,338-1009581,0010.75%+43
MASTERCARD INCORPORATED(MA)1,3531,354+15365780.43%+42
UNITEDHEALTH GROUP INC(UNH)1,2251,254+296186600.49%+42
ISHARES TR8,0758,011-648288690.65%+41
ISHARES TR
MSCI USA MIN ETF
9,7369,444-2927057370.55%+32
CANADIAN PACIFIC KANSAS CITY(CP)6,1756,17504594880.36%+29
SCHWAB STRATEGIC TR8,2488,348+1002803090.23%+29
DELTA AIR LINES INC DEL(DAL)8,9008,800-1003293540.26%+25
PHILLIPS EDISON & CO INC(PECO)9,8589,733-1253313550.26%+24
SELECT SECTOR SPDR TR
ST STR UTIL ETF
12,64312,145-4987457690.57%+24
COCA COLA CO(KO)16,59116,111-4809299490.71%+20
DEVON ENERGY CORP NEW(DVN)18,26019,617+1,3578718890.66%+18
ISHARES TR15,29215,293+14614770.36%+16
TYSON FOODS INC(TSN)13,10012,600-5006616770.51%+16
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
12,05311,886-1679069200.69%+14
PEPSICO INC(PEP)5,0985,154+568648750.65%+11
JOHNSON & JOHNSON(JNJ)2,7462,797+514284380.33%+10
ZOOM VIDEO COMMUNICATIONS IN(ZM)5,0355,03503523620.27%+10
CHEVRON CORP NEW(CVX)2,6293,031+4024434520.34%+9
BERKSHIRE HATHAWAY INC DEL2,9482,918-301,0331,0410.78%+8
VANGUARD WORLD FDS
CONSUM STP ETF
1,9201,879-413513590.27%+8
CALAMOS STRATEGIC TOTAL RETU(CSQ)16,70515,914-7912352370.18%+2
FIRST TR EXCH TRADED FD III
EQUITY MARKET NE
62,15562,181+261,2521,2540.94%+2
TRACTOR SUPPLY CO(TSCO)1,3101,210-1002662600.19%-6
CONOCOPHILLIPS(COP)3,5513,604+534254180.31%-7
CVS HEALTH CORP(CVS)6,6305,725-9054634520.34%-11
FORD MTR CO DEL(F)14,57713,918-6591811700.13%-11
NEW FORTRESS ENERGY INC7,6276,304-1,3232502380.18%-12
FASTLY INC(FSLY)16,07516,475+4003082930.22%-15
EVERGY INC(EVRG)12,25511,590-6656216050.45%-16
SPROTT PHYSICAL GOLD & SILVE(CEF)16,60013,900-2,7002882660.20%-22
ALTRIA GROUP INC(MO)6,7255,725-1,0002832310.17%-52
VERIZON COMMUNICATIONS INC(VZ)24,56019,447-5,1137967330.55%-63
ABBVIE INC(ABBV)7,3806,258-1,1221,1009700.72%-130
SELECT SECTOR SPDR TR
ST STR SVC ETF
6,2893,194-3,0954122320.17%-180
ABBOTT LABS6,8214,221-2,6006614650.35%-196
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
61,47061,028-4421,7761,5721.17%-204
EXXON MOBIL CORP13,63713,397-2401,6031,3391.00%-264
WASTE MGMT INC DEL(WM)1,7550-1,7552680-268
SHERWIN WILLIAMS CO(SHW)2,5401,200-1,3406483740.28%-274
BOEING CO(BA)12,5408,120-4,4202,4042,1171.58%-287
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