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Greater Midwest Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Greater Midwest Financial Group, LLC
Filed: 2024-09-23 (Q4 2023) | Holdings: 52 | Value: $147.0M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| JEPI - J P MORGAN EXCHANGE TRADED F | New Purchase | 11.68% | $17.2M | +7.23% | +1.02% | +4.09% | |
| MSFT - MICROSOFT CORP | New Purchase | 8.89% | $13.1M | -13.70% | +1.66% | +18.70% | |
| FDVV - FIDELITY COVINGTON TRUST | New Purchase | 7.11% | $10.4M | +15.39% | +1.29% | +13.70% | |
| AAPL - APPLE INC | New Purchase | 7.00% | $10.3M | +12.54% | +13.05% | +10.86% | |
| GOOGL - ALPHABET INC | New Purchase | 6.97% | $10.3M | +83.47% | +20.43% | +52.26% | |
| JEPQ - J P MORGAN EXCHANGE TRADED F | New Purchase | 6.14% | $9.0M | +19.65% | +9.43% | +16.98% | |
| IBDW - ISHARES TR | New Purchase | 6.14% | $9.0M | +5.66% | -2.62% | +4.91% | |
| XLE - SELECT SECTOR SPDR TR | New Purchase | 5.26% | $7.7M | +37.24% | -5.31% | +3.56% | |
| AMZN - AMAZON COM INC | New Purchase | 5.02% | $7.4M | +8.39% | +17.90% | +13.35% | |
| SMH - VANECK ETF TRUST | New Purchase | 3.98% | $5.9M | +63.82% | +4.73% | +33.79% | |
| AVGO - BROADCOM INC | New Purchase | 3.77% | $5.5M | +83.92% | +39.07% | +98.27% | |
| CRM - SALESFORCE INC | New Purchase | 2.26% | $3.3M | -30.45% | +27.79% | -8.32% | |
| CAT - CATERPILLAR INC | New Purchase | 1.65% | $2.4M | +96.25% | -2.92% | +25.59% | |
| AMAT - APPLIED MATLS INC | New Purchase | 1.65% | $2.4M | +82.50% | -14.12% | +3.58% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 1.45% | $2.1M | -50.25% | -11.00% | -37.03% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.41% | $2.1M | +5.32% | +0.95% | +9.41% | |
| CRWD - CROWDSTRIKE HLDGS INC | New Purchase | 1.40% | $2.1M | +33.38% | +24.04% | +61.53% | |
| REGN - REGENERON PHARMACEUTICALS | New Purchase | 1.35% | $2.0M | -27.30% | -33.62% | -46.16% | |
| DE - DEERE & CO | New Purchase | 1.33% | $2.0M | +41.95% | +5.50% | +15.50% | |
| HON - HONEYWELL INTL INC | New Purchase | 1.25% | $1.8M | +22.66% | +12.89% | +4.49% | |
| IBDR - ISHARES TR | New Purchase | 1.14% | $1.7M | +5.97% | +0.34% | +4.27% | |
| PANW - PALO ALTO NETWORKS INC | New Purchase | 1.10% | $1.6M | -6.87% | +9.85% | +16.33% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.08% | $1.6M | +44.38% | +15.46% | +51.77% | |
| DGRO - ISHARES TR | New Purchase | 0.99% | $1.5M | +16.28% | +0.24% | +10.75% | |
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 0.84% | $1.2M | +285.80% | +116.96% | +372.90% | |
| DVN - DEVON ENERGY CORP NEW | New Purchase | 0.79% | $1.2M | +20.74% | -24.87% | -13.52% | |
| PFE - PFIZER INC | New Purchase | 0.78% | $1.1M | +8.09% | -7.15% | -11.85% | |
| MRVL - MARVELL TECHNOLOGY INC | New Purchase | 0.71% | $1.0M | +48.06% | +60.26% | +10.97% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.63% | $928.8K | -42.39% | +13.32% | -12.87% | |
| IBTM - ISHARES TR | New Purchase | 0.60% | $884.9K | +2.97% | -4.48% | +2.43% | |
| MCK - MCKESSON CORP | New Purchase | 0.49% | $716.8K | +80.05% | +18.93% | +56.71% | |
| IBTE - ISHARES TR | New Purchase | 0.49% | $715.5K | ||||
| LLY - ELI LILLY & CO | New Purchase | 0.48% | $708.5K | +4.63% | -13.57% | -18.93% | |
| NFLX - NETFLIX INC | New Purchase | 0.43% | $630.0K | +35.22% | +31.91% | +70.38% | |
| ABT - ABBOTT LABS | New Purchase | 0.42% | $617.8K | -7.76% | +0.96% | +19.48% | |
| USMV - ISHARES TR | New Purchase | 0.40% | $582.7K | +4.09% | -0.74% | +4.90% | |
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 0.32% | $467.6K | +33.50% | -19.80% | +2.17% | |
| ABBV - ABBVIE INC | New Purchase | 0.29% | $429.1K | +17.17% | -5.97% | +18.09% | |
| ORCL - ORACLE CORP | New Purchase | 0.27% | $392.7K | -11.07% | +3.65% | +88.06% | |
| USB - US BANCORP DEL | New Purchase | 0.23% | $337.8K | +23.97% | +7.66% | +12.10% | |
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.21% | $312.9K | +78.21% | +17.70% | +62.50% | |
| PEP - PEPSICO INC | New Purchase | 0.20% | $291.4K | -4.29% | -9.87% | -13.64% | |
| HD - HOME DEPOT INC | New Purchase | 0.17% | $253.6K | -13.40% | +0.89% | +6.28% | |
| VOO - VANGUARD INDEX FDS | New Purchase | 0.17% | $253.4K | +17.01% | +5.76% | +17.37% | |
| GD - GENERAL DYNAMICS CORP | New Purchase | 0.15% | $224.6K | +17.18% | -13.25% | +7.27% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.15% | $217.0K | +15.03% | +2.91% | +25.17% | |
| CSCO - CISCO SYS INC | New Purchase | 0.15% | $216.9K | +55.11% | +15.51% | +32.48% | |
| IJK - ISHARES TR | New Purchase | 0.14% | $212.6K | +11.32% | +0.26% | +4.29% | |
| IJJ - ISHARES TR | New Purchase | 0.14% | $207.8K | +10.91% | +2.46% | +6.75% | |
| MRK - MERCK & CO INC | New Purchase | 0.14% | $207.1K | +9.90% | -13.47% | -28.68% | |