Portfolio (Quarterly)
Guide ↗
Midwest Financial Group LLC
· CIK 0001967193| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FICS | FIRST TR EXCHANGE TRADED FD | — | 64,411 | $2.5M | 1.07% | SOLD |
| 2 | DBMF | LITMAN GREGORY FDS TR | — | 80,922 | $2.4M | 1.04% | SOLD |
| 3 | MUB | ISHARES TR | — | 18,197 | $1.9M | 0.82% | SOLD |
| 4 | TSLA | TESLA INC | Consumer Cyclical | 764 | $284K | 0.12% | SOLD |
| 5 | PFF | ISHARES TR | — | 7,465 | $226K | 0.10% | SOLD |
| 6 | NKE | NIKE INC | Consumer Cyclical | 4,158 | $220K | 0.09% | SOLD |
Sector Allocation
Technology
45.7%
Financial Services
32.6%
Energy
5.9%
Industrials
5.3%
Consumer Cyclical
3.7%
Consumer Defensive
3.6%
Communication Services
1.3%
Healthcare
1.2%
Utilities
0.7%