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Midwest Capital Advisors, LLC

Portfolio Manager
Midwest Capital Advisors, LLC
Performance
-2.75% (2026 Q1)
AUM (13F)
$214.00M
# of Holdings
199
Performance Rank
Allocation (Top 20)
86.82%

Midwest Capital Advisors, LLC Holdings Map

Top 50 Midwest Capital Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHG
SCHWAB STRATEGIC TR
17.58%1.29M$37.6M
+63.60%(+502.03K)
2025-Q1: 1.07M shares2025-Q2: 786.2K shares2025-Q3: 795.5K shares2025-Q4: 789.3K shares2026-Q1: 1.29M shares
$28.50(+20.42%)
2026-03-31
CORO
BLACKROCK ETF TRUST
10.1%672.5K$21.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 672.5K shares
$31.61(+13.43%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
9.02%331.6K$19.3M
-22.06%(-93.83K)
2025-Q1: 313.8K shares2025-Q2: 331.8K shares2025-Q3: 408.2K shares2025-Q4: 425.4K shares2026-Q1: 331.6K shares
$51.93(+27.94%)
2026-03-31
SPEM
SPDR INDEX SHS FDS
5.59%255.2K$12.0M
-37.46%(-152.82K)
2025-Q1: 148.0K shares2025-Q2: 268.6K shares2025-Q3: 306.2K shares2025-Q4: 408.0K shares2026-Q1: 255.2K shares
$42.21(+23.72%)
2026-03-31
QUAL
ISHARES TR
5.31%59.2K$11.4M
+0.90%(+530)
2025-Q1: 99.8K shares2025-Q2: 105.2K shares2025-Q3: 97.8K shares2025-Q4: 58.7K shares2026-Q1: 59.2K shares
$178.12(+18.44%)
2026-03-31
MTUM
ISHARES TR
4.45%39.7K$9.5M
+4.39%(+1.67K)
2025-Q1: 21.6K shares2025-Q2: 21.4K shares2025-Q3: 22.4K shares2025-Q4: 38.1K shares2026-Q1: 39.7K shares
$226.71(+34.71%)
2026-03-31
BAI
BLACKROCK ETF TRUST
4.26%276.5K$9.1M
+2.77%(+7.45K)
2025-Q1: 0 shares2025-Q2: 121.8K shares2025-Q3: 245.1K shares2025-Q4: 269.0K shares2026-Q1: 276.5K shares
$29.10(+66.40%)
2026-03-31
THRO
BLACKROCK ETF TRUST
3.69%218.0K$7.9M
+3.14%(+6.64K)
2025-Q1: 0 shares2025-Q2: 187.0K shares2025-Q3: 205.7K shares2025-Q4: 211.4K shares2026-Q1: 218.0K shares
$34.06(+25.02%)
2026-03-31
PVAL
PUTNAM ETF TRUST
3.57%164.7K$7.6M
+27.46%(+35.48K)
2025-Q1: 90.0K shares2025-Q2: 105.0K shares2025-Q3: 108.7K shares2025-Q4: 129.2K shares2026-Q1: 164.7K shares
$40.40(+22.96%)
2026-03-31
SHLD
GLOBAL X FDS
3.18%96.1K$6.8M
+52.21%(+32.97K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 58.9K shares2025-Q4: 63.1K shares2026-Q1: 96.1K shares
$66.23(-3.68%)
2026-03-31

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