Midwest Financial Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$170M
Signature - Title
Leigha Shepard - CCO
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Midwest Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Midwest Financial Group LLC reported 109 stock holdings with total value $170M as of Q3 2024. Top holdings included SCHD, IVW, AAPL, AVUV, and AMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 109 $170M +$8.87M -$2.78M +$6.09M SCHD, IVW, AAPL, AVUV, AMD 13F-HR 10/17/2024, 09:34 AM
Q2 2024 105 $157M +$11.8M -$3.5M +$8.29M SCHD, IVW, AAPL, AMD, RDVI 13F-HR 7/16/2024, 06:44 PM
Q1 2024 104 $149M +$15.4M -$8.59M +$6.76M SCHD, AMD, IVW, AAPL, RDVI 13F-HR 4/11/2024, 09:45 AM
Q4 2023 100 $134M +$7.93M -$4.59M +$3.34M SCHD, AAPL, RDVI, AMD, LQD 13F-HR 1/25/2024, 10:19 AM
Q3 2023 94 $118M +$7.88M -$2.69M +$5.19M SCHD, AAPL, RDVI, LQD, AMD 13F-HR 10/17/2023, 10:59 AM
Q2 2023 97 $118M +$20.6M -$14.8M +$5.8M SCHD, AAPL, RDVI, LQD, AMD 13F-HR 7/27/2023, 11:02 AM
Q1 2023 90 $109M $0 $0 SCHD, AAPL, LQD, DGRO, VCSH 13F-HR 4/20/2023, 10:27 AM