MC

Midwest Capital Advisors, LLC

13F
Midwest Capital Advisors, LLC
Last update 2025-05-05 182 Stocks (4 new)
Value $163.00 Mil Turnover 26 %
Countries:
Top Holdings: SCHG(16.50%)BIDD(11.91%)QUAL(10.47%)DYNF(9.39%)SPEM(3.58%)
Summary Stock Picks Current Portfolio
Midwest Capital Advisors, LLC 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
SCHG
Schwab U.S. Large-Cap Growth ETF
1,073,430
26,878.7
+2.07%
16.500
+0.33%
0.070
+25.66%
+6.92%
45,305.9
 
BIDD
iShares International Dividend Active ETF
iShares International Dividend Active ETF
749,477
19,404.0
New Holding
11.910
+11.91%
2.700
+8.75%
+10.07%
701.9
 
QUAL
iShares MSCI USA Quality Factor ETF
99,790
17,053.0
+17.55%
10.470
+1.56%
0.030
+14.25%
+3.80%
53,112.1
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
313,781
15,300.0
+13.46%
9.390
+1.11%
0.100
+20.83%
+8.66%
19,386.4
 
SPEM
SPDR Portfolio Emerging Markets ETF
147,963
5,825.3
+120.78%
3.580
+1.96%
0.050
+16.74%
+14.83%
12,541.0
 
IYW
iShares U.S. Technology ETF
41,253
5,793.6
+13.33%
3.560
+0.42%
0.030
+36.16%
+12.15%
22,366.6
 
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
234,864
5,178.8
-12.86%
3.180
-0.55%
0.090
+1.21%
+3.18%
6,167.0
 
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
93,661
5,159.8
-21.59%
3.170
-1.05%
0.040
+18.54%
+16.23%
13,728.0
 
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
49,455
5,131.0
+18,492.11%
3.150
+3.13%
0.050
-0.60%
+1.40%
11,288.7
 
USTB
VICTORY PTF II
95,122
4,817.9
+3.38%
2.960
+0.10%
0.400
+1.61%
+3.31%
1,303.3
 

Midwest Capital Advisors, LLC's Historical Top Holdings Breakdowns

Midwest Capital Advisors, 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
BIDD
iShares International Dividend Active ETF
iShares International Dividend Active ETF
2025-03-31
New Buy
New Buy
+11.91%
●
24.52 ($25.97) 26.96
$26.84
3.35%
New holding
749,477
749,477
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+3.13%
●
97.25 ($101.36) 104.79
$98.94
-2.39%
Add 18492.11%
49,455
49,189
OEF
iShares S&P 100 ETF
2025-03-31
Add
Add
+2.18%
●
268.35 ($287.14) 300.35
$309.56
7.81%
Add 13661.46%
13,211
13,115
SPEM
SPDR Portfolio Emerging Markets ETF
2025-03-31
Add
Add
+1.96%
●
37.07 ($39.22) 40.63
$43.50
10.91%
Add 120.78%
147,963
80,945
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+1.56%
●
168.16 ($179.03) 186.21
$184.03
2.79%
Add 17.55%
99,790
14,896
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-1.44%
●
85.29 ($89.02) 92.57
$85.24
-4.25%
Reduce -82.26%
4,855
-22,518
IAU
iShares Gold Trust
2025-03-31
Add
Add
+1.26%
●
49.74 ($54.09) 58.96
$63.13
16.71%
Add 125.19%
62,818
34,923
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Add
Add
+1.11%
●
48.08 ($51.4) 53.73
$55.30
7.59%
Add 13.46%
313,781
37,223
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Reduce
Reduce
-1.05%
●
54.25 ($56.1) 57.64
$63.70
13.55%
Reduce -21.59%
93,661
-25,796
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.87%
●
22.46 ($22.91) 23.26
$22.98
0.31%
Reduce -23.1%
173,640
-52,174

Midwest Capital Advisors, LLC Total Holding History ($B)

To

Midwest Capital Advisors, LLC's Asset Allocation

To

Midwest Capital Advisors, LLC Past Portfolios

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

Top Ranked Articles

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Midwest Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Midwest Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Midwest Capital Advisors, LLC's Holdings Heat Map

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Midwest Capital Advisors, LLC's Holdings Bubble Chart

Midwest Capital Advisors, LLC News

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