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Greater Midwest Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Greater Midwest Financial Group, LLC
Filed: 2025-01-18 (Q4 2024) | Holdings: 56 | Value: $158.0M | 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 |
| MSFT - MICROSOFT CORP | Add 15% ($2.1M) | 10.52% | $16.6M | -13.31% | -16.36% | +6.43% | |
| AAPL - APPLE INC | Add 3% ($438.7K) | 8.59% | $13.6M | +14.74% | -13.67% | +10.63% | |
| AVUV - AMERICAN CENTY ETF TR | New Purchase | 8.32% | $13.1M | +12.79% | -20.92% | +8.64% | |
| GOOGL - ALPHABET INC | Add 1% ($69.7K) | 7.94% | $12.5M | +50.08% | -25.73% | +62.39% | |
| AMZN - AMAZON COM INC | Add 2% ($243.7K) | 7.75% | $12.2M | -8.01% | -26.90% | +0.92% | |
| GPIX - GOLDMAN SACHS ETF TR | Reduce 1% $(175.5K) | 7.34% | $11.6M | +9.86% | -13.16% | +13.05% | |
| AVGO - BROADCOM INC | Reduce 9% $(975.1K) | 6.16% | $9.7M | +31.26% | -30.97% | +38.97% | |
| CRM - SALESFORCE INC | Reduce 1% $(46.1K) | 4.35% | $6.9M | -43.09% | -28.16% | -32.75% | |
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 20% ($812.2K) | 3.04% | $4.8M | +5.66% | -8.54% | +6.66% | |
| NFLX - NETFLIX INC | Add 219% ($2.7M) | 2.49% | $3.9M | +10.65% | +14.40% | +1.05% | |
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 44% $(2.9M) | 2.35% | $3.7M | +100.01% | +23.98% | +130.11% | |
| META - META PLATFORMS INC | Add 9% ($311.5K) | 2.30% | $3.6M | -5.87% | -21.48% | -1.91% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 11% ($339.5K) | 2.25% | $3.6M | +1.59% | +7.63% | +3.06% | |
| AMAT - APPLIED MATLS INC | Add 14% ($352.1K) | 1.77% | $2.8M | +83.73% | -30.23% | +65.05% | |
| PANW - PALO ALTO NETWORKS INC | Add 116% ($1.4M) | 1.66% | $2.6M | -11.28% | -11.62% | +1.64% | |
| JPM - JPMORGAN CHASE & CO. | Add 4% ($98.0K) | 1.65% | $2.6M | +15.91% | -11.41% | +18.79% | |
| CRWD - CROWDSTRIKE HLDGS INC | Add 9% ($222.1K) | 1.63% | $2.6M | +8.99% | +0.50% | +22.68% | |
| UNH - UNITEDHEALTH GROUP INC | Add 8% ($177.5K) | 1.57% | $2.5M | -44.96% | -16.91% | -32.54% | |
| REGN - REGENERON PHARMACEUTICALS | Add 23% ($418.8K) | 1.40% | $2.2M | +13.82% | -18.22% | +7.33% | |
| CAT - CATERPILLAR INC | Add 10% ($186.8K) | 1.36% | $2.2M | +89.35% | -26.83% | +63.08% | |
| GS - GOLDMAN SACHS GROUP INC | Add 356% ($1.6M) | 1.27% | $2.0M | +43.06% | -18.31% | +56.06% | |
| PYPL - PAYPAL HLDGS INC | Add 12% ($195.4K) | 1.13% | $1.8M | -51.34% | -34.62% | -40.13% | |
| IBDV - ISHARES TR | Add 14% ($208.8K) | 1.11% | $1.7M | +7.48% | +1.54% | +7.74% | |
| JCI - JOHNSON CTLS INTL PLC | Add 19% ($278.9K) | 1.11% | $1.7M | +67.29% | -8.81% | +41.82% | |
| LRCX - LAM RESEARCH CORP | New Purchase | 1.05% | $1.7M | +177.54% | -22.57% | +177.71% | |
| ALL - ALLSTATE CORP | Add 12% ($151.9K) | 0.91% | $1.4M | +9.95% | -1.23% | +3.74% | |
| DGRO - ISHARES TR | Reduce 17% $(248.6K) | 0.78% | $1.2M | +14.86% | -8.40% | +14.85% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 24% ($212.7K) | 0.70% | $1.1M | +71.75% | -30.09% | +89.49% | |
| LLY - ELI LILLY & CO | Reduce 67% $(2.1M) | 0.65% | $1.0M | +31.72% | +12.06% | +43.46% | |
| IBTM - ISHARES TR | Add 2% ($15.9K) | 0.56% | $892.5K | +7.22% | +2.81% | +7.16% | |
| MCK - MCKESSON CORP | Reduce 5% $(41.0K) | 0.53% | $844.5K | +47.30% | +14.79% | +38.66% | |
| USMV - ISHARES TR | 0.43% | $674.5K | +4.72% | -1.88% | +5.35% | ||
| SMH - VANECK ETF TRUST | Reduce 7% $(50.4K) | 0.42% | $662.8K | +50.76% | -27.98% | +50.16% | |
| ABT - ABBOTT LABS | 0.41% | $648.3K | -8.71% | +14.22% | +8.02% | ||
| ORCL - ORACLE CORP | 0.40% | $627.8K | -10.48% | -24.78% | +10.91% | ||
| NVDA - NVIDIA CORPORATION | Add 1% ($4.6K) | 0.33% | $514.1K | +26.33% | -30.35% | +28.00% | |
| IBDW - ISHARES TR | Reduce 14% $(80.2K) | 0.32% | $504.9K | +8.08% | +1.51% | +8.44% | |
| QQQ - INVESCO QQQ TR | Reduce 6% $(31.7K) | 0.30% | $471.3K | +12.11% | -17.30% | +16.52% | |
| MRK - MERCK & CO INC | Reduce 34% $(228.9K) | 0.28% | $443.6K | +28.78% | -19.94% | +15.79% | |
| ABBV - ABBVIE INC | Reduce 13% $(65.7K) | 0.27% | $431.8K | +29.06% | -0.25% | +28.50% | |
| FDVV - FIDELITY COVINGTON TRUST | Reduce 97% $(13.4M) | 0.27% | $431.3K | +13.00% | -9.66% | +14.58% | |
| USB - US BANCORP DEL | Reduce 3% $(12.9K) | 0.24% | $373.8K | +14.36% | -21.37% | +16.69% | |
| EMR - EMERSON ELEC CO | 0.20% | $311.7K | +7.06% | -23.29% | +17.00% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 1% ($2.2K) | 0.19% | $303.5K | +11.49% | +5.69% | +32.84% | |
| HD - HOME DEPOT INC | Add 1% ($1.6K) | 0.19% | $294.2K | -17.67% | -15.47% | -6.91% | |
| FLTR - VANECK ETF TRUST | New Purchase | 0.18% | $280.6K | +5.31% | +0.34% | +5.14% | |
| TSLA - TESLA INC | New Purchase | 0.17% | $268.4K | -11.88% | -47.42% | -3.09% | |
| CSCO - CISCO SYS INC | New Purchase | 0.16% | $260.4K | +32.01% | -9.49% | +24.25% | |
| IJK - ISHARES TR | New Purchase | 0.16% | $246.0K | +7.32% | -19.07% | +7.77% | |
| TGT - TARGET CORP | 0.15% | $243.8K | -5.54% | -29.68% | -15.12% | ||
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| IBTE - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| XLE - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| SMCI - SUPER MICRO COMPUTER INC | Reduce 100% | 0.00% | $0.00 | ||||