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Greater Midwest Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Greater Midwest Financial Group, LLC
Filed: 2025-04-30 (Q1 2025) | Holdings: 54 | Value: $143.5M | 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 2% ($286.4K) | 10.51% | $15.1M | -13.67% | +23.98% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 6% ($699.0K) | 8.76% | $12.6M | +35.61% | +12.03% | ||
| GPIX - GOLDMAN SACHS ETF TR | Add 3% ($373.5K) | 7.87% | $11.3M | ||||
| AMZN - AMAZON COM INC | Add 2% ($163.1K) | 7.52% | $10.8M | +10.46% | +22.81% | ||
| AAPL - APPLE INC | Reduce 11% $(1.4M) | 7.44% | $10.7M | +22.80% | -0.59% | ||
| GOOGL - ALPHABET INC | Add 2% ($189.9K) | 7.28% | $10.4M | ||||
| CRM - SALESFORCE INC | Add 4% ($246.9K) | 4.01% | $5.8M | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 7% ($340.0K) | 3.56% | $5.1M | +8.73% | +3.46% | ||
| NFLX - NETFLIX INC | Add 20% ($826.2K) | 3.44% | $4.9M | -14.88% | +3.29% | ||
| META - META PLATFORMS INC | Add 31% ($1.1M) | 3.27% | $4.7M | -1.86% | +30.73% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 6% ($239.7K) | 3.08% | $4.4M | -9.89% | -11.13% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 18% $(744.9K) | 2.36% | $3.4M | +22.03% | +31.91% | ||
| AMAT - APPLIED MATLS INC | Add 16% ($388.2K) | 2.01% | $2.9M | +135.40% | +19.08% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 5% ($126.2K) | 1.88% | $2.7M | -31.51% | -38.90% | ||
| CRWD - CROWDSTRIKE HLDGS INC | Reduce 1% $(31.7K) | 1.83% | $2.6M | ||||
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(48.3K) | 1.83% | $2.6M | ||||
| PANW - PALO ALTO NETWORKS INC | Add 7% ($162.1K) | 1.82% | $2.6M | -14.83% | -7.97% | ||
| NVDA - NVIDIA CORPORATION | Add 443% ($1.8M) | 1.57% | $2.3M | +55.46% | +57.31% | ||
| GS - GOLDMAN SACHS GROUP INC | Add 12% ($222.3K) | 1.49% | $2.1M | +60.20% | +32.68% | ||
| CAT - CATERPILLAR INC | Add 6% ($107.8K) | 1.44% | $2.1M | +136.63% | +41.19% | ||
| REGN - REGENERON PHARMACEUTICALS | Add 3% ($62.1K) | 1.42% | $2.0M | +32.51% | -7.38% | ||
| JCI - JOHNSON CTLS INTL PLC | Add 11% ($186.6K) | 1.37% | $2.0M | ||||
| LRCX - LAM RESEARCH CORP | Add 9% ($155.1K) | 1.27% | $1.8M | +209.83% | +31.72% | ||
| DELL - DELL TECHNOLOGIES INC | New Purchase | 1.17% | $1.7M | ||||
| ALL - ALLSTATE CORP | Add 4% ($56.5K) | 1.12% | $1.6M | ||||
| IBDV - ISHARES TR | Reduce 12% $(220.3K) | 1.09% | $1.6M | +4.13% | +1.38% | ||
| DGRO - ISHARES TR | Reduce 5% $(62.1K) | 0.82% | $1.2M | +19.40% | +8.15% | ||
| LLY - ELI LILLY & CO | Add 1% ($5.8K) | 0.77% | $1.1M | +13.93% | -12.13% | ||
| AMD - ADVANCED MICRO DEVICES INC | Add 9% ($83.3K) | 0.71% | $1.0M | +111.77% | +77.62% | ||
| MCK - MCKESSON CORP | 0.70% | $998.6K | |||||
| IBTM - ISHARES TR | Reduce 6% $(53.7K) | 0.60% | $866.5K | +2.32% | -0.26% | ||
| ABT - ABBOTT LABS | Add 6% ($46.6K) | 0.56% | $806.9K | -19.83% | -2.12% | ||
| USMV - ISHARES TR | 0.50% | $714.0K | +1.90% | +0.61% | |||
| SMH - VANECK ETF TRUST | Reduce 6% $(34.9K) | 0.38% | $543.9K | ||||
| ORCL - ORACLE CORP | 0.37% | $527.8K | -0.26% | +73.52% | |||
| ABBV - ABBVIE INC | 0.36% | $510.2K | +14.14% | -1.15% | |||
| IBDW - ISHARES TR | Reduce 13% $(68.8K) | 0.31% | $446.0K | +4.47% | +1.55% | ||
| IBTO - ISHARES TR | New Purchase | 0.31% | $439.9K | +2.37% | -0.30% | ||
| AVGO - BROADCOM INC | Reduce 94% $(6.6M) | 0.30% | $432.6K | ||||
| IBDZ - ISHARES TR | New Purchase | 0.28% | $400.3K | +5.62% | +2.33% | ||
| MRK - MERCK & CO INC | 0.28% | $399.2K | +48.19% | -6.63% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 7% ($22.6K) | 0.26% | $365.9K | +3.21% | +5.55% | ||
| QQQ - INVESCO QQQ TR | Reduce 16% $(70.8K) | 0.25% | $361.5K | +21.46% | +17.01% | ||
| USB - US BANCORP DEL | Reduce 4% $(14.4K) | 0.22% | $315.6K | ||||
| FLTR - VANECK ETF TRUST | Add 1% ($2.2K) | 0.20% | $284.0K | ||||
| HD - HOME DEPOT INC | Add 1% ($1.8K) | 0.19% | $278.9K | -6.22% | +2.63% | ||
| EMR - EMERSON ELEC CO | Add 1% ($1.5K) | 0.19% | $277.3K | +27.39% | +38.35% | ||
| CSCO - CISCO SYS INC | 0.19% | $272.5K | +37.23% | +18.53% | |||
| FDVV - FIDELITY COVINGTON TRUST | Reduce 37% $(156.8K) | 0.19% | $271.5K | +18.40% | +11.94% | ||
| VOO - VANGUARD INDEX FDS | New Purchase | 0.19% | $266.9K | +18.32% | +13.14% | ||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - TARGET CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IJK - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||