Greater Midwest Financial Group, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 16, 2024
Value $: $170M
Signature - Title: Robert Phillips - President & Chief Compliance Officer
Location: St. Paul, MN
Summary: This page shows a list of all the recent 13F filings made by Greater Midwest Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Greater Midwest Financial Group, LLC reported 59 stock holdings with total value $170M as of Q3 2024. Top holdings included MSFT, SPY, FDVV, AAPL, and GPIX.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	59	$170M	+$9.9M	-$4.54M	+$5.37M	MSFT, SPY, FDVV, AAPL, GPIX	13F-HR	10/16/2024, 05:15 PM
Q2 2024	53	$148M	+$36.2M	-$43.1M	-$6.88M	MSFT, SPY, FDVV, AAPL, GPIX	13F-HR	9/23/2024, 10:41 AM
Q1 2024	51	$160M	+$20.7M	-$20.7M	+$34.6K	JEPI, MSFT, QQQ, FDVV, GOOGL	13F-HR	9/23/2024, 10:41 AM
Q4 2023	52	$147M	$0	$0		JEPI, MSFT, FDVV, AAPL, GOOGL	13F-HR	9/23/2024, 10:41 AM