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Greater Midwest Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Greater Midwest Financial Group, LLC
Filed: 2025-08-04 (Q2 2025) | Holdings: 55 | Value: $130.9M | 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 14% $(2.8M) | 13.16% | $17.2M | -30.84% | -5.43% | ||
| AMZN - AMAZON COM INC | Reduce 11% $(1.3M) | 8.48% | $11.1M | -1.16% | +17.44% | ||
| GOOGL - ALPHABET INC | Reduce 12% $(1.4M) | 8.03% | $10.5M | ||||
| NFLX - NETFLIX INC | Add 1% ($36.2K) | 5.45% | $7.1M | -18.40% | -6.19% | ||
| CRM - SALESFORCE INC | Add 13% ($754.0K) | 5.04% | $6.6M | ||||
| META - META PLATFORMS INC | Add 2% ($135.1K) | 4.70% | $6.2M | -25.22% | -18.04% | ||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 7% ($364.1K) | 4.16% | $5.5M | +4.91% | +2.36% | ||
| AAPL - APPLE INC | Reduce 45% $(4.5M) | 4.12% | $5.4M | +26.06% | +32.96% | ||
| NVDA - NVIDIA CORPORATION | Add 61% ($2.0M) | 4.03% | $5.3M | -2.14% | +8.69% | ||
| JEPQ - J P MORGAN EXCHANGE TRADED F | New Purchase | 3.32% | $4.3M | +7.71% | +9.56% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 3% ($101.0K) | 3.16% | $4.1M | +3.89% | +6.12% | ||
| CRWD - CROWDSTRIKE HLDGS INC | 2.90% | $3.8M | |||||
| ABT - ABBOTT LABS | Add 311% ($2.6M) | 2.60% | $3.4M | -20.44% | -3.71% | ||
| PANW - PALO ALTO NETWORKS INC | Add 3% ($99.9K) | 2.47% | $3.2M | -6.31% | +24.30% | ||
| JPM - JPMORGAN CHASE & CO. | 2.36% | $3.1M | |||||
| JCI - JOHNSON CTLS INTL PLC | Add 5% ($136.0K) | 2.08% | $2.7M | ||||
| DELL - DELL TECHNOLOGIES INC | Add 3% ($72.7K) | 1.78% | $2.3M | ||||
| QCOM - QUALCOMM INC | New Purchase | 1.57% | $2.1M | -12.82% | +21.70% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 24% ($387.2K) | 1.52% | $2.0M | +15.99% | +36.76% | ||
| TMUS - T-MOBILE US INC | New Purchase | 1.42% | $1.9M | -14.09% | -14.72% | ||
| IBDV - ISHARES TR | Add 14% ($218.7K) | 1.37% | $1.8M | +1.80% | +1.09% | ||
| V - VISA INC | New Purchase | 1.33% | $1.7M | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 1.30% | $1.7M | +6.18% | +21.66% | ||
| ALL - ALLSTATE CORP | Add 5% ($81.7K) | 1.26% | $1.6M | ||||
| AMD - ADVANCED MICRO DEVICES INC | Add 3% ($43.6K) | 1.11% | $1.5M | +18.38% | +44.36% | ||
| NEE - NEXTERA ENERGY INC | New Purchase | 0.90% | $1.2M | +33.85% | +16.81% | ||
| DGRO - ISHARES TR | Reduce 4% $(44.6K) | 0.89% | $1.2M | +9.98% | +4.93% | ||
| MCK - MCKESSON CORP | 0.83% | $1.1M | |||||
| LLY - ELI LILLY & CO | Add 1% ($10.9K) | 0.81% | $1.1M | +25.35% | +21.20% | ||
| IBTM - ISHARES TR | Add 2% ($14.7K) | 0.68% | $886.5K | +1.46% | +1.20% | ||
| ORCL - ORACLE CORP | Add 1% ($8.1K) | 0.64% | $833.5K | -42.89% | -1.83% | ||
| USMV - ISHARES TR | 0.55% | $718.1K | +0.75% | +0.23% | |||
| SMH - VANECK ETF TRUST | Reduce 4% $(31.2K) | 0.52% | $686.0K | ||||
| AVGO - BROADCOM INC | Reduce 9% $(62.8K) | 0.50% | $649.4K | ||||
| IBTO - ISHARES TR | Add 6% ($25.3K) | 0.36% | $467.2K | +1.56% | +1.45% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 1% ($5.9K) | 0.34% | $439.8K | -1.77% | +22.56% | ||
| ABBV - ABBVIE INC | Reduce 3% $(14.3K) | 0.33% | $437.7K | +10.49% | +10.52% | ||
| IBDW - ISHARES TR | Reduce 7% $(32.0K) | 0.32% | $420.2K | +1.94% | +1.33% | ||
| IBDZ - ISHARES TR | Reduce 1% $(5.9K) | 0.31% | $399.8K | +2.52% | +1.99% | ||
| IEF - ISHARES TR | New Purchase | 0.29% | $379.2K | +1.56% | +1.50% | ||
| QQQ - INVESCO QQQ TR | Reduce 13% $(56.8K) | 0.28% | $368.6K | +3.73% | +10.37% | ||
| USB - US BANCORP DEL | Add 2% ($5.5K) | 0.26% | $343.7K | ||||
| MRK - MERCK & CO INC | Reduce 2% $(8.6K) | 0.26% | $343.4K | +55.18% | +6.66% | ||
| GS - GOLDMAN SACHS GROUP INC | Reduce 88% $(2.4M) | 0.25% | $320.9K | +20.01% | +9.52% | ||
| CSCO - CISCO SYS INC | Add 2% ($5.0K) | 0.24% | $311.3K | +14.75% | +5.60% | ||
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.23% | $301.5K | -3.04% | -2.59% | ||
| EMR - EMERSON ELEC CO | Reduce 13% $(42.7K) | 0.22% | $294.5K | -6.04% | -6.75% | ||
| FLTR - VANECK ETF TRUST | Add 1% ($3.6K) | 0.22% | $287.0K | ||||
| HD - HOME DEPOT INC | Add 2% ($6.6K) | 0.22% | $285.6K | -12.06% | -1.54% | ||
| IJK - ISHARES TR | New Purchase | 0.19% | $246.9K | +9.64% | +2.80% | ||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| FDVV - FIDELITY COVINGTON TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| GPIX - GOLDMAN SACHS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AMAT - APPLIED MATLS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| AVUV - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| REGN - REGENERON PHARMACEUTICALS | Reduce 100% | 0.00% | $0.00 | ||||