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Greater Midwest Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Greater Midwest Financial Group, LLC
Filed: 2025-11-05 (Q3 2025) | Holdings: 61 | Value: $154.9M | 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 |
| OAKM - HARRIS OAKMARK ETF TRUST | New Purchase | 9.33% | $14.4M | +4.61% | +10.51% | ||
| LSGR - NATIXIS ETF TRUST II | New Purchase | 9.00% | $13.9M | -11.54% | -6.05% | ||
| MSFT - MICROSOFT CORP | Reduce 23% $(4.2M) | 8.86% | $13.7M | -26.65% | -20.52% | ||
| GOOGL - ALPHABET INC | Reduce 30% $(4.4M) | 6.52% | $10.1M | ||||
| AMZN - AMAZON COM INC | Reduce 33% $(3.7M) | 4.78% | $7.4M | -15.49% | -15.59% | ||
| META - META PLATFORMS INC | Add 13% ($793.9K) | 4.46% | $6.9M | -8.75% | +4.11% | ||
| NFLX - NETFLIX INC | Add 2% ($140.3K) | 4.21% | $6.5M | -12.71% | -24.90% | ||
| NVDA - NVIDIA CORPORATION | Add 2% ($102.4K) | 4.09% | $6.3M | -10.51% | -5.60% | ||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 4% ($246.2K) | 3.69% | $5.7M | +2.56% | +6.83% | ||
| JEPQ - J P MORGAN EXCHANGE TRADED F | Add 8% ($381.5K) | 3.21% | $5.0M | -1.52% | +2.06% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 6% ($244.8K) | 2.92% | $4.5M | -2.35% | +3.69% | ||
| CRM - SALESFORCE INC | Reduce 31% $(1.8M) | 2.57% | $4.0M | ||||
| ABT - ABBOTT LABS | Add 16% ($528.8K) | 2.50% | $3.9M | -16.92% | -10.06% | ||
| CRWD - CROWDSTRIKE HLDGS INC | Add 3% ($118.2K) | 2.44% | $3.8M | ||||
| JPM - JPMORGAN CHASE & CO. | Add 2% ($62.5K) | 2.21% | $3.4M | ||||
| PANW - PALO ALTO NETWORKS INC | Add 5% ($176.3K) | 2.19% | $3.4M | -23.44% | -24.09% | ||
| AAPL - APPLE INC | Reduce 49% $(3.3M) | 2.19% | $3.4M | -4.39% | +3.92% | ||
| JCI - JOHNSON CTLS INTL PLC | Add 1% ($21.9K) | 1.84% | $2.9M | ||||
| DELL - DELL TECHNOLOGIES INC | Add 3% ($78.5K) | 1.79% | $2.8M | ||||
| QCOM - QUALCOMM INC | Add 8% ($168.0K) | 1.50% | $2.3M | -27.59% | -22.36% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 5% ($108.6K) | 1.38% | $2.1M | -11.99% | -3.49% | ||
| MU - MICRON TECHNOLOGY INC | New Purchase | 1.37% | $2.1M | +54.79% | +66.01% | ||
| V - VISA INC | Add 20% ($336.3K) | 1.30% | $2.0M | ||||
| TMUS - T-MOBILE US INC | Add 5% ($97.0K) | 1.27% | $2.0M | +2.00% | -1.90% | ||
| LRCX - LAM RESEARCH CORP | New Purchase | 1.22% | $1.9M | +36.26% | +41.62% | ||
| IBDV - ISHARES TR | Reduce 2% $(44.4K) | 1.14% | $1.8M | +0.34% | +1.28% | ||
| AMD - ADVANCED MICRO DEVICES INC | 1.07% | $1.7M | -17.07% | -17.76% | |||
| NEE - NEXTERA ENERGY INC | Add 16% ($206.4K) | 0.96% | $1.5M | +14.61% | +9.69% | ||
| FTNT - FORTINET INC | New Purchase | 0.92% | $1.4M | +6.71% | +8.83% | ||
| MCK - MCKESSON CORP | Add 1% ($12.4K) | 0.75% | $1.2M | ||||
| ORCL - ORACLE CORP | 0.69% | $1.1M | -41.27% | -42.25% | |||
| LLY - ELI LILLY & CO | Add 2% ($19.8K) | 0.68% | $1.1M | +3.18% | +14.20% | ||
| SMH - VANECK ETF TRUST | 0.52% | $798.8K | |||||
| AVGO - BROADCOM INC | Reduce 3% $(21.4K) | 0.49% | $755.9K | ||||
| ABBV - ABBVIE INC | Add 37% ($204.7K) | 0.48% | $750.8K | +0.38% | +4.33% | ||
| USMV - ISHARES TR | 0.47% | $730.6K | +0.86% | +4.09% | |||
| IBTO - ISHARES TR | Add 17% ($82.0K) | 0.36% | $551.9K | -0.24% | +0.54% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 1% ($2.8K) | 0.27% | $423.7K | -19.85% | -2.01% | ||
| IBDW - ISHARES TR | Reduce 1% $(2.7K) | 0.27% | $421.2K | +0.22% | +1.33% | ||
| IBDZ - ISHARES TR | Add 2% ($6.6K) | 0.27% | $411.6K | +0.06% | +1.27% | ||
| QQQ - INVESCO QQQ TR | Reduce 2% $(9.0K) | 0.25% | $391.8K | -5.79% | -1.83% | ||
| MRK - MERCK & CO INC | 0.24% | $365.5K | +45.33% | +45.56% | |||
| USB - US BANCORP DEL | Reduce 2% $(8.2K) | 0.23% | $358.9K | ||||
| DGRO - ISHARES TR | Reduce 72% $(894.1K) | 0.23% | $351.7K | +4.95% | +10.04% | ||
| GS - GOLDMAN SACHS GROUP INC | Reduce 7% $(25.5K) | 0.22% | $335.2K | +9.45% | +17.55% | ||
| IBTM - ISHARES TR | Reduce 64% $(571.1K) | 0.21% | $319.3K | -0.07% | +0.66% | ||
| HD - HOME DEPOT INC | Add 1% ($1.6K) | 0.20% | $317.3K | -10.20% | +4.26% | ||
| CSCO - CISCO SYS INC | 0.20% | $308.1K | +9.26% | +18.91% | |||
| ALL - ALLSTATE CORP | Reduce 82% $(1.4M) | 0.20% | $307.6K | ||||
| PG - PROCTER AND GAMBLE CO | Add 5% ($15.1K) | 0.20% | $305.9K | -0.53% | +9.88% | ||
| FLTR - VANECK ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| IJK - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IEF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||