StockDriftsStockDriftsTop 50 Midwest Financial Partners Investments, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | 11.56% | 455.9K | $21.8M | +6.76%(+28.88K) | $48.83(-1.92%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 10.79% | 103.7K | $20.3M | +4.83%(+4.77K) | $188.96(+10.27%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 7.2% | 251.2K | $13.6M | +7.30%(+17.09K) | $53.97(+11.07%) | 2026-03-31 | |
| FTMN | PUTNAM ETF TRUST | 6.73% | 1.45M | $12.7M | +8.03%(+108.06K) | $8.84(-0.29%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.42% | 20.3K | $12.1M | +19.23%(+3.27K) | $618.56(+10.32%) | 2026-03-31 | |
| FLMI | FRANKLIN TEMPLETON ETF TR | 6.16% | 468.5K | $11.6M | +6.11%(+26.97K) | $24.82(+0.28%) | 2026-03-31 | |
| ARKF | ARK ETF TR | 3.75% | 186.3K | $7.1M | +0.72%(+1.33K) | $52.15(-20.82%) | 2026-03-31 | |
| ESGU | ISHARES TR | 3.19% | 42.5K | $6.0M | +5.92%(+2.38K) | $147.17(+9.71%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.16% | 23.5K | $6.0M | -6.11%(-1.52K) | $263.24(+13.53%) | 2026-03-31 | |
| ARKG | ARK ETF TR | 2.93% | 209.4K | $5.5M | +2.06%(+4.23K) | $28.36(+4.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.75% | -35.84% |
| Top 20 Holdings Unweighted | -15.25% | -39.13% |
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