Top 50 Greater Midwest Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OAKM | HARRIS OAKMARK ETF TRUST | 7.8% | 526.9K | $14.5M | -3.35%(-18.24K) | $26.24(+4.75%) | 2026-03-31 | |
| LSGR | NATIXIS ETF TRUST II | 7.39% | 349.1K | $13.8M | +7.44%(+24.16K) | $43.10(+6.39%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 7.19% | 121.1K | $13.4M | +92.84%(+58.30K) | $100.92(+16.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.4% | 32.2K | $11.9M | +16.36%(+4.53K) | $372.28(+8.85%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.45% | 35.3K | $10.1M | -6.86%(-2.60K) | $138.78(+190.11%) | 2026-03-31 | |
| CSNR | COHEN & STEERS ETF TRUST | 5.05% | 250.3K | $9.4M | new | $34.23(+10.10%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 4.5% | 254.2K | $8.4M | +1.51%(+3.78K) | $33.72(+43.59%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.46% | 39.9K | $8.3M | +11.83%(+4.22K) | $157.21(+71.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 44.0K | $7.7M | +14.20%(+5.48K) | $135.71(+66.41%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.68% | 12.0K | $6.8M | -4.37%(-547) | $585.57(+5.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.69% | +43.11% |
| Top 20 Holdings Unweighted | +17.23% | +61.13% |
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