Midwest Financial Group LLC [Rocket]

Holdings

Midwest Financial Group LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Schwab US Dividend Equity ETF	SCHD	common	128,297	128,297	9,317,000,000	9,317,000,000	7.90		Hist	06/30/2023
Apple Inc.	AAPL	Common	34,523	34,523	6,696,000,000	6,696,000,000	5.68		Hist	06/30/2023
iSHARES TRUST	LQD	OPTIONS	54,400	54,400	5,883,000,000	5,883,000,000	4.99		Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	41,561	41,561	4,734,000,000	4,734,000,000	4.01	0.00	Hist	06/30/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	11,628	11,628	4,296,000,000	4,296,000,000	3.64		Hist	06/30/2023
LMBS	LMBS	Common Stock	86,751	86,751	4,135,000,000	4,135,000,000	3.50		Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	53,211	53,211	3,750,000,000	3,750,000,000	3.18		Hist	06/30/2023
SPDR S&P MIDCAP 400 ETF TRUST	MDY	Common	6,767	6,767	3,241,000,000	3,241,000,000	2.75		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	8,779	8,779	2,990,000,000	2,990,000,000	2.53	0.00	Hist	06/30/2023
Vanguard Mid-Cap Value ETF	VOE	common	19,714	19,714	2,728,000,000	2,728,000,000	2.31		Hist	06/30/2023
BOEING CO	BA	Common	12,493	12,493	2,638,000,000	2,638,000,000	2.24	0.00	Hist	06/30/2023
ONEOK INC /NEW/	OKE	Common	37,028	37,028	2,285,000,000	2,285,000,000	1.94	0.01	Hist	06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND IV	FCVT	Common	98,862	98,862	2,200,000,000	2,200,000,000	1.86		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHZ	Common	38,760	38,760	1,789,000,000	1,789,000,000	1.52		Hist	06/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY	XLE	OPTION	21,749	21,749	1,765,000,000	1,765,000,000	1.50		Hist	06/30/2023
FIRST TR EXCH TRD ALPHDX FD	FEM	Common	83,304	83,304	1,764,000,000	1,764,000,000	1.50		Hist	06/30/2023
iSHARES TRUST	IWM	Common	8,255	8,255	1,546,000,000	1,546,000,000	1.31		Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	13,675	13,675	1,467,000,000	1,467,000,000	1.24	0.00	Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLP	Common	17,546	17,546	1,301,000,000	1,301,000,000	1.10		Hist	06/30/2023
FIRST TR EXCH TRADED FD III	MARB	Common	60,493	60,493	1,210,000,000	1,210,000,000	1.03		Hist	06/30/2023
iShares Silver Trust	SLV	ISHARES	56,170	56,170	1,173,000,000	1,173,000,000	0.99		Hist	06/30/2023
CSX CORP	CSX	Common	33,835	33,835	1,154,000,000	1,154,000,000	0.98		Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	SPLV	Common	16,469	16,469	1,034,000,000	1,034,000,000	0.88		Hist	06/30/2023
COCA COLA CO	KO	Common	16,678	16,678	1,004,000,000	1,004,000,000	0.85		Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLV	Common	7,562	7,562	1,004,000,000	1,004,000,000	0.85		Hist	06/30/2023
AbbVie Inc.	ABBV	COM	7,357	7,357	991,000,000	991,000,000	0.84	0.00	Hist	06/30/2023
MICRON TECHNOLOGY INC	MU	Common	15,605	15,605	985,000,000	985,000,000	0.83	0.00	Hist	06/30/2023
US BANCORP \DE\	USB	Common	28,975	28,975	957,000,000	957,000,000	0.81	0.00	Hist	06/30/2023
PEPSICO INC	PEP	Common	5,093	5,093	943,000,000	943,000,000	0.80		Hist	06/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	25,264	25,264	940,000,000	940,000,000	0.80		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	2,742	2,742	935,000,000	935,000,000	0.79		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	2,079	2,079	922,000,000	922,000,000	0.78		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	12,091	12,091	915,000,000	915,000,000	0.78		Hist	06/30/2023
VISA INC.	V	CL A	3,793	3,793	901,000,000	901,000,000	0.76		Hist	06/30/2023
ISHARES GOLD TRUST	IAU	Common	23,885	23,885	869,000,000	869,000,000	0.74	0.00	Hist	06/30/2023
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