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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 (Q2 2024) | Holdings: 53 | Value: $157.8M | 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 |
| MSFT - MICROSOFT CORP | 9.23% | $14.6M | -13.70% | +1.66% | +18.70% | ||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 8.68% | $13.7M | +16.92% | +5.76% | +17.29% | |
| FDVV - FIDELITY COVINGTON TRUST | Add 4% ($495.5K) | 8.34% | $13.2M | +15.39% | +1.29% | +13.70% | |
| AAPL - APPLE INC | Add 5% ($551.6K) | 7.28% | $11.5M | +12.54% | +13.05% | +10.86% | |
| GPIX - GOLDMAN SACHS ETF TR | New Purchase | 6.93% | $10.9M | +15.55% | +5.15% | +14.94% | |
| GOOGL - ALPHABET INC | Reduce 11% $(1.3M) | 6.74% | $10.6M | +83.47% | +20.43% | +52.26% | |
| AMZN - AMAZON COM INC | Add 4% ($382.9K) | 5.88% | $9.3M | +8.39% | +17.90% | +13.35% | |
| XLE - SELECT SECTOR SPDR TR | Add 2% ($161.5K) | 5.02% | $7.9M | +37.24% | -5.31% | +3.56% | |
| AVGO - BROADCOM INC | Add 869% ($6.8M) | 4.79% | $7.6M | +83.92% | +39.07% | +98.27% | |
| CRM - SALESFORCE INC | Add 4% ($215.7K) | 3.36% | $5.3M | -30.45% | +27.79% | -8.32% | |
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 77% $(12.8M) | 2.47% | $3.9M | +7.23% | +1.02% | +4.09% | |
| LLY - ELI LILLY & CO | Add 230% ($2.6M) | 2.37% | $3.7M | +4.63% | -13.57% | -18.93% | |
| AMAT - APPLIED MATLS INC | Add 10% ($315.3K) | 2.16% | $3.4M | +82.50% | -14.12% | +3.58% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 11% ($291.1K) | 1.93% | $3.1M | +5.32% | +0.95% | +9.41% | |
| META - META PLATFORMS INC | New Purchase | 1.85% | $2.9M | +2.71% | +7.33% | +34.65% | |
| REGN - REGENERON PHARMACEUTICALS | Add 9% ($234.8K) | 1.83% | $2.9M | -27.30% | -33.62% | -46.16% | |
| PLTR - PALANTIR TECHNOLOGIES INC | Add 9% ($231.7K) | 1.71% | $2.7M | +285.80% | +116.96% | +372.90% | |
| UNH - UNITEDHEALTH GROUP INC | Add 5% ($124.0K) | 1.66% | $2.6M | -50.25% | -11.00% | -37.03% | |
| PANW - PALO ALTO NETWORKS INC | Add 9% ($175.7K) | 1.42% | $2.2M | -6.87% | +9.85% | +16.33% | |
| JPM - JPMORGAN CHASE & CO. | Add 7% ($134.8K) | 1.39% | $2.2M | +44.38% | +15.46% | +51.77% | |
| DE - DEERE & CO | Add 7% ($137.0K) | 1.33% | $2.1M | +41.95% | +5.50% | +15.50% | |
| CAT - CATERPILLAR INC | Reduce 34% $(926.6K) | 1.13% | $1.8M | +96.25% | -2.92% | +25.59% | |
| DGRO - ISHARES TR | Reduce 7% $(101.7K) | 0.91% | $1.4M | +16.28% | +0.24% | +10.75% | |
| MRVL - MARVELL TECHNOLOGY INC | Add 11% ($136.9K) | 0.87% | $1.4M | +48.06% | +60.26% | +10.97% | |
| PFE - PFIZER INC | Add 8% ($98.3K) | 0.86% | $1.4M | +8.09% | -7.15% | -11.85% | |
| JCI - JOHNSON CTLS INTL PLC | New Purchase | 0.78% | $1.2M | +83.33% | +8.22% | +44.06% | |
| PYPL - PAYPAL HLDGS INC | Add 8% ($88.0K) | 0.76% | $1.2M | -42.39% | +13.32% | -12.87% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 15% ($127.5K) | 0.63% | $995.5K | +33.50% | -19.80% | +2.17% | |
| IBTM - ISHARES TR | Add 8% ($67.5K) | 0.59% | $937.2K | +2.97% | -4.48% | +2.43% | |
| NFLX - NETFLIX INC | Add 7% ($59.6K) | 0.58% | $915.8K | +35.22% | +31.91% | +70.38% | |
| MCK - MCKESSON CORP | 0.54% | $860.0K | +80.05% | +18.93% | +56.71% | ||
| MRK - MERCK & CO INC | Add 1% ($7.7K) | 0.49% | $770.0K | +9.90% | -13.47% | -28.68% | |
| SMH - VANECK ETF TRUST | Reduce 91% $(7.3M) | 0.44% | $696.3K | +63.82% | +4.73% | +33.79% | |
| USMV - ISHARES TR | 0.42% | $662.2K | +4.09% | -0.74% | +4.90% | ||
| IBTE - ISHARES TR | Reduce 3% $(21.9K) | 0.41% | $646.9K | ||||
| ABT - ABBOTT LABS | Add 1% ($3.5K) | 0.39% | $623.3K | -7.76% | +0.96% | +19.48% | |
| IBDW - ISHARES TR | Reduce 9% $(60.7K) | 0.39% | $614.7K | +5.66% | -2.62% | +4.91% | |
| IBDR - ISHARES TR | Reduce 65% $(1.1M) | 0.37% | $582.7K | +5.97% | +0.34% | +4.27% | |
| QQQ - INVESCO QQQ TR | Reduce 96% $(13.3M) | 0.35% | $558.6K | +21.57% | +9.57% | +23.71% | |
| ABBV - ABBVIE INC | Add 1% ($3.3K) | 0.34% | $539.4K | +17.17% | -5.97% | +18.09% | |
| ORCL - ORACLE CORP | Add 1% ($5.6K) | 0.32% | $510.8K | -11.07% | +3.65% | +88.06% | |
| NVDA - NVIDIA CORPORATION | Add 996% ($399.7K) | 0.28% | $439.8K | +50.90% | +20.35% | +51.93% | |
| GS - GOLDMAN SACHS GROUP INC | Reduce 7% $(28.4K) | 0.24% | $383.9K | +78.21% | +17.70% | +62.50% | |
| USB - US BANCORP DEL | Add 2% ($8.1K) | 0.22% | $342.2K | +23.97% | +7.66% | +12.10% | |
| PEP - PEPSICO INC | Reduce 1% $(2.3K) | 0.18% | $277.9K | -4.29% | -9.87% | -13.64% | |
| HD - HOME DEPOT INC | Add 2% ($4.3K) | 0.17% | $266.0K | -13.40% | +0.89% | +6.28% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 2% ($4.6K) | 0.17% | $261.9K | +15.03% | +2.91% | +25.17% | |
| EMR - EMERSON ELEC CO | Reduce 24% $(81.0K) | 0.16% | $258.3K | +27.71% | +19.29% | +26.24% | |
| VOO - VANGUARD INDEX FDS | Add 18% ($37.5K) | 0.16% | $246.0K | +17.01% | +5.76% | +17.37% | |
| TGT - TARGET CORP | New Purchase | 0.15% | $242.3K | -17.92% | -14.46% | -41.17% | |
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRWD - CROWDSTRIKE HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DVN - DEVON ENERGY CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| IJK - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||