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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 (Q1 2024) | Holdings: 51 | Value: $159.7M | 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 | Reduce 6% $(1.2M) | 10.58% | $16.9M | +7.23% | +1.02% | +4.09% | |
| MSFT - MICROSOFT CORP | 9.18% | $14.7M | -13.70% | +1.66% | +18.70% | ||
| QQQ - INVESCO QQQ TR | New Purchase | 8.31% | $13.3M | +21.57% | +9.57% | +23.71% | |
| FDVV - FIDELITY COVINGTON TRUST | Add 6% ($672.0K) | 7.43% | $11.9M | +15.39% | +1.29% | +13.70% | |
| GOOGL - ALPHABET INC | Add 2% ($169.5K) | 7.04% | $11.2M | +83.47% | +20.43% | +52.26% | |
| AMZN - AMAZON COM INC | Add 8% ($678.9K) | 5.91% | $9.4M | +8.39% | +17.90% | +13.35% | |
| AAPL - APPLE INC | Reduce 8% $(708.4K) | 5.29% | $8.5M | +12.54% | +13.05% | +10.86% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 6% $(517.0K) | 5.12% | $8.2M | +37.24% | -5.31% | +3.56% | |
| SMH - VANECK ETF TRUST | Add 1% ($41.6K) | 4.74% | $7.6M | +63.82% | +4.73% | +33.79% | |
| AVGO - BROADCOM INC | 4.11% | $6.6M | +83.92% | +39.07% | +98.27% | ||
| CRM - SALESFORCE INC | Add 58% ($2.2M) | 3.76% | $6.0M | -30.45% | +27.79% | -8.32% | |
| AMAT - APPLIED MATLS INC | Add 3% ($79.6K) | 1.98% | $3.2M | +82.50% | -14.12% | +3.58% | |
| CAT - CATERPILLAR INC | Reduce 2% $(64.1K) | 1.85% | $2.9M | +96.25% | -2.92% | +25.59% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 8% ($204.8K) | 1.66% | $2.6M | +5.32% | +0.95% | +9.41% | |
| CRWD - CROWDSTRIKE HLDGS INC | Add 2% ($47.1K) | 1.64% | $2.6M | +33.38% | +24.04% | +61.53% | |
| DE - DEERE & CO | Add 15% ($292.4K) | 1.44% | $2.3M | +41.95% | +5.50% | +15.50% | |
| REGN - REGENERON PHARMACEUTICALS | Add 1% ($30.8K) | 1.39% | $2.2M | -27.30% | -33.62% | -46.16% | |
| UNH - UNITEDHEALTH GROUP INC | Add 6% ($126.2K) | 1.33% | $2.1M | -50.25% | -11.00% | -37.03% | |
| JPM - JPMORGAN CHASE & CO | Add 5% ($84.3K) | 1.23% | $2.0M | +44.38% | +15.46% | +51.77% | |
| HON - HONEYWELL INTL INC | Add 5% ($98.5K) | 1.19% | $1.9M | +22.66% | +12.89% | +4.49% | |
| PLTR - PALANTIR TECHNOLOGIES INC | Add 11% ($180.4K) | 1.15% | $1.8M | +285.80% | +116.96% | +372.90% | |
| PANW - PALO ALTO NETWORKS INC | Add 10% ($161.4K) | 1.08% | $1.7M | -6.87% | +9.85% | +16.33% | |
| IBDR - ISHARES TR | Reduce 2% $(27.7K) | 1.03% | $1.7M | +5.97% | +0.34% | +4.27% | |
| DGRO - ISHARES TR | Reduce 5% $(81.4K) | 0.93% | $1.5M | +16.28% | +0.24% | +10.75% | |
| DVN - DEVON ENERGY CORP NEW | Add 8% ($98.5K) | 0.87% | $1.4M | +20.74% | -24.87% | -13.52% | |
| MRVL - MARVELL TECHNOLOGY INC | Add 12% ($143.5K) | 0.86% | $1.4M | +48.06% | +60.26% | +10.97% | |
| PFE - PFIZER INC | Add 10% ($108.3K) | 0.76% | $1.2M | +8.09% | -7.15% | -11.85% | |
| PYPL - PAYPAL HLDGS INC | Add 10% ($104.8K) | 0.70% | $1.1M | -42.39% | +13.32% | -12.87% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 94% ($540.6K) | 0.70% | $1.1M | +33.50% | -19.80% | +2.17% | |
| LLY - ELI LILLY & CO | 0.59% | $947.0K | +4.63% | -13.57% | -18.93% | ||
| MRK - MERCK & CO INC | Add 253% ($635.0K) | 0.55% | $885.7K | +9.90% | -13.47% | -28.68% | |
| IBTM - ISHARES TR | Reduce 3% $(23.4K) | 0.53% | $844.7K | +2.97% | -4.48% | +2.43% | |
| MCK - MCKESSON CORP | 0.52% | $832.2K | +80.05% | +18.93% | +56.71% | ||
| NFLX - NETFLIX INC | 0.49% | $785.9K | +35.22% | +31.91% | +70.38% | ||
| IBTE - ISHARES TR | Reduce 7% $(49.0K) | 0.42% | $668.9K | ||||
| IBDW - ISHARES TR | Reduce 93% $(8.2M) | 0.41% | $660.9K | +5.66% | -2.62% | +4.91% | |
| ABT - ABBOTT LABS | 0.40% | $641.0K | -7.76% | +0.96% | +19.48% | ||
| USMV - ISHARES TR | 0.39% | $626.8K | +4.09% | -0.74% | +4.90% | ||
| ABBV - ABBVIE INC | 0.32% | $505.8K | +17.17% | -5.97% | +18.09% | ||
| ORCL - ORACLE CORP | 0.29% | $468.0K | -11.07% | +3.65% | +88.06% | ||
| EMR - EMERSON ELEC CO | New Purchase | 0.23% | $371.8K | +27.71% | +19.29% | +26.24% | |
| USB - US BANCORP DEL | Add 1% ($3.8K) | 0.22% | $352.7K | +23.97% | +7.66% | +12.10% | |
| GS - GOLDMAN SACHS GROUP INC | Add 2% ($6.7K) | 0.22% | $345.3K | +78.21% | +17.70% | +62.50% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.19% | $307.3K | +50.90% | +20.35% | +51.93% | |
| HD - HOME DEPOT INC | Add 1% ($1.5K) | 0.18% | $282.4K | -13.40% | +0.89% | +6.28% | |
| PEP - PEPSICO INC | Reduce 6% $(18.0K) | 0.18% | $282.3K | -4.29% | -9.87% | -13.64% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 1% ($2.1K) | 0.16% | $255.5K | +15.03% | +2.91% | +25.17% | |
| IJK - ISHARES TR | 0.15% | $245.3K | +11.32% | +0.26% | +4.29% | ||
| CSCO - CISCO SYS INC | 0.13% | $215.3K | +55.11% | +15.51% | +32.48% | ||
| VOO - VANGUARD INDEX FDS | Reduce 28% $(78.4K) | 0.13% | $200.5K | +17.01% | +5.76% | +17.37% | |
| GD - GENERAL DYNAMICS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IJJ - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| JEPQ - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||