Midwest Financial Group LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$157M
Signature - Title
Leigha Shepard - CCO
Location
7400 W 130 Th Street, Suite 100, Overland Park, KS
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$220K +$7.66M SCHD, AAPL, RDVI, LQD, AMD 13F-HR 10/17/2023, 10:59 AM
Q2 2023 97 $118M +$20.6M -$4.95M +$15.6M SCHD, AAPL, RDVI, LQD, AMD 13F-HR 7/27/2023, 11:02 AM
Q1 2023 90 $109M SCHD, AAPL, LQD, DGRO, VCSH 13F-HR 4/20/2023, 10:27 AM