Top 50 Midwest Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 17.58% | 1.29M | $37.6M | +63.60%(+502.03K) | $28.50(+20.42%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 10.1% | 672.5K | $21.6M | new | $31.61(+13.43%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 9.02% | 331.6K | $19.3M | -22.06%(-93.83K) | $51.93(+27.94%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 5.59% | 255.2K | $12.0M | -37.46%(-152.82K) | $42.21(+23.72%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.31% | 59.2K | $11.4M | +0.90%(+530) | $178.12(+18.44%) | 2026-03-31 | |
| MTUM | ISHARES TR | 4.45% | 39.7K | $9.5M | +4.39%(+1.67K) | $226.71(+34.71%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 4.26% | 276.5K | $9.1M | +2.77%(+7.45K) | $29.10(+66.40%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 3.69% | 218.0K | $7.9M | +3.14%(+6.64K) | $34.06(+25.02%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 3.57% | 164.7K | $7.6M | +27.46%(+35.48K) | $40.40(+22.96%) | 2026-03-31 | |
| SHLD | GLOBAL X FDS | 3.18% | 96.1K | $6.8M | +52.21%(+32.97K) | $66.23(-3.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.68% | +28.37% |
| Top 20 Holdings Unweighted | +12.03% | +40.62% |
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