GM
| |
Greater Midwest Financial Group, LLC13F | |
| Greater Midwest Financial Group, LLC | |
| Last update 2025-05-01 | 54 Stocks (4 new) |
| Value $143.00 Mil | Turnover 7 % |
Greater Midwest Financial Grou... Top Holdings of 2025-03-31
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| 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 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AVUV | Avantis U.S. Small Cap Value ETF | 144,109 | 12,562.0 | +5.89% | 8.760 | +0.49% | 0.080 | +16.96% | -0.72% | 16,757.9 | ||
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 | +14.18% | +6.05% | 201.6 | ||
AMZN | Amazon.com Inc | 56,692 | 10,786.2 | +1.53% | 7.520 | +0.11% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
AAPL | Apple Inc | 48,030 | 10,668.8 | -11.36% | 7.440 | -0.98% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
GOOGL | Alphabet Inc | 67,495 | 10,437.5 | +1.85% | 7.280 | +0.13% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
CRM | Salesforce Inc | 21,458 | 5,758.4 | +4.48% | 4.010 | +0.17% | 0.000 | +6.97% | -18.34% | 260,175.4 | Software | |
JEPI | JPMorgan Equity Premium Income ETF | 89,503 | 5,114.2 | +7.12% | 3.560 | +0.24% | 0.010 | +5.84% | +3.44% | 41,030.5 | ||
NFLX | Netflix Inc | 5,297 | 4,939.6 | +20.09% | 3.440 | +0.58% | 0.000 | +41.45% | +45.53% | 552,042.5 | Media - Diversified | |
META | Meta Platforms Inc | 8,151 | 4,698.0 | +31.45% | 3.270 | +0.78% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media |
Greater Midwest Financial Group, LLC's Historical Top Holdings Breakdowns
Greater Midwest Financial Group, LLC's Top Stock Picks
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| 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 | $275.18 | 30.02% | Reduce -93.84% | 2,584 | -39,381 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +1.28% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | 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 | $125.22 | 18.38% | 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 | $76.59 | -1.67% | Sold Out | 0 | -21,001 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.98% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -11.36% | 48,030 | -6,157 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.78% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | Add 31.45% | 8,151 | 1,950 | |
NFLX | Netflix Inc | 2025-03-31 | Add Add | +0.58% | 828.4 ($951.01) 1058.6 | $1,297.18 | 36.40% | 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 | $95.01 | 1.12% | Add 5.89% | 144,109 | 8,019 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.42% | 64.98 ($87.82) 124.62 | $134.36 | 52.99% | 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 | $24.24 | 1.30% | New holding | 18,028 | 18,028 |
Greater Midwest Financial Group, LLC Total Holding History ($B)
Greater Midwest Financial Group, LLC's Asset Allocation
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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