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Greater Midwest Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Greater Midwest Financial Group, LLC
Filed: 2024-10-16 (Q3 2024) | Holdings: 59 | Value: $170.4M | 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 | Reduce 2% $(250.0K) | 8.68% | $14.8M | -11.52% | +1.78% | +22.51% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(285.7K) | 8.31% | $14.2M | +13.84% | +2.33% | +14.77% | |
| FDVV - FIDELITY COVINGTON TRUST | Add 2% ($207.8K) | 8.21% | $14.0M | +12.40% | -0.70% | +10.96% | |
| AAPL - APPLE INC | Add 1% ($151.9K) | 7.17% | $12.2M | +10.23% | -1.37% | +8.58% | |
| GPIX - GOLDMAN SACHS ETF TR | Add 2% ($247.9K) | 6.85% | $11.7M | +14.22% | +3.45% | +14.24% | |
| GOOGL - ALPHABET INC | Reduce 1% $(68.3K) | 6.41% | $10.9M | +80.48% | +18.40% | +53.51% | |
| AMZN - AMAZON COM INC | 5.98% | $10.2M | +11.87% | +20.04% | +13.19% | ||
| AVGO - BROADCOM INC | Reduce 4% $(302.6K) | 4.67% | $8.0M | +75.24% | +31.27% | +94.50% | |
| XLE - SELECT SECTOR SPDR TR | Add 1% ($86.5K) | 4.61% | $7.9M | +37.15% | +5.04% | -1.51% | |
| CRM - SALESFORCE INC | 3.32% | $5.7M | -35.72% | +11.29% | -16.24% | ||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 2% ($64.3K) | 2.42% | $4.1M | +5.67% | -0.31% | +3.19% | |
| LLY - ELI LILLY & CO | Add 2% ($54.9K) | 2.12% | $3.6M | +4.76% | -21.07% | -12.16% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($67.7K) | 1.92% | $3.3M | +2.66% | +0.40% | +5.65% | |
| PLTR - PALANTIR TECHNOLOGIES INC | 1.91% | $3.3M | +247.54% | +70.27% | +322.66% | ||
| META - META PLATFORMS INC | Add 2% ($65.8K) | 1.90% | $3.2M | -0.22% | +5.13% | +23.29% | |
| AMAT - APPLIED MATLS INC | Reduce 11% $(385.5K) | 1.78% | $3.0M | +88.75% | +1.32% | +19.65% | |
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($21.1K) | 1.56% | $2.7M | -49.34% | -8.72% | -35.01% | |
| REGN - REGENERON PHARMACEUTICALS | Add 1% ($18.9K) | 1.55% | $2.6M | -22.53% | -32.52% | -42.52% | |
| DE - DEERE & CO | Add 1% ($27.5K) | 1.48% | $2.5M | +42.71% | +12.02% | +13.92% | |
| PANW - PALO ALTO NETWORKS INC | Add 1% ($30.4K) | 1.34% | $2.3M | -13.62% | -4.78% | +11.77% | |
| JPM - JPMORGAN CHASE & CO. | 1.29% | $2.2M | +35.10% | +16.15% | +35.49% | ||
| CAT - CATERPILLAR INC | Add 2% ($47.7K) | 1.24% | $2.1M | +88.73% | -1.96% | +35.50% | |
| CRWD - CROWDSTRIKE HLDGS INC | New Purchase | 1.13% | $1.9M | +26.87% | +15.16% | +56.34% | |
| LRCX - LAM RESEARCH CORP | New Purchase | 0.96% | $1.6M | +194.27% | +5.34% | +87.04% | |
| IBDV - ISHARES TR | New Purchase | 0.94% | $1.6M | +6.47% | -1.26% | +6.29% | |
| DGRO - ISHARES TR | Add 1% ($8.2K) | 0.88% | $1.5M | +13.40% | -1.55% | +8.45% | |
| PYPL - PAYPAL HLDGS INC | Add 4% ($54.0K) | 0.86% | $1.5M | -44.44% | +13.70% | -16.52% | |
| JCI - JOHNSON CTLS INTL PLC | Add 3% ($41.8K) | 0.85% | $1.4M | +78.77% | +5.73% | +43.49% | |
| SMCI - SUPER MICRO COMPUTER INC | New Purchase | 0.76% | $1.3M | -55.34% | -38.85% | +3.53% | |
| ALL - ALLSTATE CORP | New Purchase | 0.75% | $1.3M | +6.37% | -3.93% | +1.09% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 4% ($48.9K) | 0.71% | $1.2M | +31.38% | -24.09% | +45.67% | |
| NFLX - NETFLIX INC | 0.58% | $981.6K | +35.66% | +21.83% | +70.28% | ||
| IBTM - ISHARES TR | Reduce 2% $(15.6K) | 0.54% | $927.2K | +4.98% | -2.40% | +5.55% | |
| MCK - MCKESSON CORP | 0.45% | $768.2K | +72.79% | +16.78% | +55.42% | ||
| MRK - MERCK & CO INC | 0.45% | $767.8K | +15.61% | -10.38% | -20.16% | ||
| SMH - VANECK ETF TRUST | 0.42% | $723.0K | +54.77% | +1.65% | +34.95% | ||
| USMV - ISHARES TR | 0.41% | $690.4K | +2.12% | -2.86% | +2.80% | ||
| ABT - ABBOTT LABS | Add 1% ($3.8K) | 0.38% | $650.4K | -11.68% | -3.90% | +10.33% | |
| ORCL - ORACLE CORP | 0.38% | $640.6K | -17.15% | -9.06% | +65.75% | ||
| IBTE - ISHARES TR | Reduce 4% $(23.2K) | 0.37% | $625.3K | ||||
| IBDW - ISHARES TR | Reduce 2% $(12.9K) | 0.36% | $610.0K | +6.66% | -1.61% | +6.76% | |
| ABBV - ABBVIE INC | 0.32% | $552.9K | +17.71% | -9.11% | +24.70% | ||
| QQQ - INVESCO QQQ TR | Reduce 18% $(108.8K) | 0.28% | $480.1K | +18.64% | +5.27% | +22.31% | |
| NVDA - NVIDIA CORPORATION | Add 2% ($8.4K) | 0.27% | $460.7K | +26.18% | -1.16% | +31.53% | |
| GS - GOLDMAN SACHS GROUP INC | 0.22% | $380.5K | +66.92% | +18.41% | +44.21% | ||
| USB - US BANCORP DEL | 0.22% | $369.8K | +12.75% | -2.01% | -4.26% | ||
| HD - HOME DEPOT INC | Add 1% ($1.6K) | 0.18% | $304.9K | -18.34% | -1.69% | -4.16% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 1% ($2.0K) | 0.18% | $303.1K | +8.97% | -2.34% | +24.67% | |
| TGT - TARGET CORP | Add 1% ($1.7K) | 0.16% | $279.9K | -19.46% | -15.30% | -40.62% | |
| EMR - EMERSON ELEC CO | Add 1% ($1.4K) | 0.16% | $274.2K | +21.95% | +12.38% | +18.14% | |
| IBDR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MRVL - MARVELL TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||