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Home > Institutional Investor > Midwest Financial Group Llc > Profile

Instuitional Investor - Midwest Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Midwest Financial Group Llc
Portfolio Value $190,217,543
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 515,904 $13,671,446 7.19%
2.
Ishares Trust
 IEF 111,124 $12,234,794 6.43%
3.
American Centy Etf Tr
 105,339 $9,596,398 5.04%
4.
Invesco Qqq Tr
 17,324 $9,556,666 5.02%
5.
Apple Inc.
 AAPL 31,596 $6,482,458 3.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)