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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 $133,989,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 138,411 $10,537,000 7.86%
2.
Apple Inc.
 AAPL 36,631 $7,053,000 5.26%
3.
First Tr Exchange-Traded Fd
 275,735 $6,364,000 4.74%
4.
Advanced Micro Devices Inc
 AMD 42,323 $6,239,000 4.65%
5.
Ishares Trust
 IEF 54,705 $6,054,000 4.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)