GM

Greater Midwest Financial Group, LLC

13F
Greater Midwest Financial Group, LLC
Last update 2025-05-01 54 Stocks (4 new)
Value $143.00 Mil Turnover 7 %
Countries:
Greater Midwest Financial Grou... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
40,184
15,084.6
+1.94%
10.510
+0.20%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AVUV
Avantis U.S. Small Cap Value ETF
144,109
12,562.0
+5.89%
8.760
+0.49%
0.080
+19.00%
+0.93%
17,283.8
 
GPIX
Goldman Sachs S&P 500 Premium Income ETF
Goldman Sachs S&P 500 Premium Income ETF
242,370
11,296.9
+3.42%
7.870
+0.26%
6.000
+16.15%
+7.45%
204.3
 
AMZN
Amazon.com Inc
56,692
10,786.2
+1.53%
7.520
+0.11%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
AAPL
Apple Inc
48,030
10,668.8
-11.36%
7.440
-0.98%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
GOOGL
Alphabet Inc
67,495
10,437.5
+1.85%
7.280
+0.13%
0.000
+22.60%
+0.73%
2,309,505.8
Interactive Media
CRM
Salesforce Inc
21,458
5,758.4
+4.48%
4.010
+0.17%
0.000
+6.85%
-19.82%
255,462.3
Software
JEPI
JPMorgan Equity Premium Income ETF
89,503
5,114.2
+7.12%
3.560
+0.24%
0.010
+8.30%
+3.93%
41,325.8
 
NFLX
Netflix Inc
5,297
4,939.6
+20.09%
3.440
+0.58%
0.000
+12.12%
+32.03%
500,044.8
Media - Diversified
META
Meta Platforms Inc
8,151
4,698.0
+31.45%
3.270
+0.78%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media

Greater Midwest Financial Group, LLC's Historical Top Holdings Breakdowns

Greater Midwest Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-5.78%
167.43 ($211.65) 244.7
$283.69
34.04%
Reduce -93.84%
2,584
-39,381
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.28%
106.98 ($126.74) 149.43
$170.78
34.75%
Add 442.53%
20,768
16,940
DELL
Dell Technologies Inc
2025-03-31
New Buy
New Buy
+1.17%
90.34 ($105.78) 124.66
$127.22
20.27%
New holding
18,405
18,405
PYPL
PayPal Holdings Inc
2025-03-31
Sold Out
Sold Out
-1.13%
65.15 ($77.89) 91.81
$76.66
-1.58%
Sold Out
0
-21,001
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.98%
209.68 ($231.67) 247.1
$214.15
-7.56%
Reduce -11.36%
48,030
-6,157
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.78%
576.36 ($645.17) 736.67
$713.58
10.60%
Add 31.45%
8,151
1,950
NFLX
Netflix Inc
2025-03-31
Add
Add
+0.58%
828.4 ($951.01) 1058.6
$1,176.78
23.74%
Add 20.09%
5,297
886
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.49%
84.96 ($93.96) 100.71
$96.59
2.80%
Add 5.89%
144,109
8,019
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-0.42%
64.98 ($87.82) 124.62
$154.63
76.08%
Reduce -18%
40,199
-8,826
IBTO
iShares iBonds Dec 2033 Term Treasury ETF
iShares iBonds Dec 2033 Term Treasury ETF
2025-03-31
New Buy
New Buy
+0.31%
23.32 ($23.93) 24.4
$24.23
1.23%
New holding
18,028
18,028

Greater Midwest Financial Group, LLC Total Holding History ($B)

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Greater Midwest Financial Group, LLC's Asset Allocation

To

Greater Midwest Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Greater Midwest Financial Group, LLC's Hypothetical Growth since 2025-03-31

Greater Midwest Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Greater Midwest Financial Group, LLC's Holdings Heat Map

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Greater Midwest Financial Group, LLC's Holdings Bubble Chart

Greater Midwest Financial Group, LLC News

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