Top 50 Midwest Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 5.67% | 117.6K | $13.3M | +3.37%(+3.84K) | $77.41(+77.31%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.54% | 117.5K | $13.0M | +4.18%(+4.72K) | $89.89(+31.06%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.98% | 381.0K | $11.7M | -2.19%(-8.54K) | $25.39(+25.03%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.72% | 19.2K | $11.1M | +3.20%(+595) | $385.71(+85.30%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.65% | 42.1K | $8.6M | -0.39%(-165) | $85.81(+419.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.36% | 31.1K | $7.9M | -0.43%(-135) | $146.95(+103.39%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.08% | 311.2K | $7.2M | +2.95%(+8.92K) | $23.11(-0.12%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 3.06% | 154.6K | $7.2M | +2.88%(+4.33K) | $44.20(+12.38%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.99% | 20.8K | $7.0M | -10.19%(-2.36K) | $68.79(+1155.93%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 2.4% | 69.8K | $5.6M | +3.31%(+2.23K) | $64.92(+35.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.70% | +39.38% |
| Top 20 Holdings Unweighted | +11.63% | +39.12% |
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