Portfolio (Quarterly)
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Midwest Financial Partners Investments, Inc.
· CIK 0001968851| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IJH | ISHARES TR | — | 4,883.0 | $377K | 0.16% | -1K | -18.6% | $77.11 | -1.6% |
| 62 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 7,870.0 | $336K | 0.14% | +790.0 | +11.2% | $42.68 | +12.0% |
| 63 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,293.0 | $328K | 0.14% | — | — | $253.97 | +8.4% |
| 64 | SPDW | SPDR INDEX SHS FDS | — | 6,270.0 | $316K | 0.13% | — | — | $50.39 | +3.8% |
| 65 | BNDX | VANGUARD CHARLOTTE FDS | — | 6,446.0 | $312K | 0.13% | NEW | — | $48.43 | -2.0% |
| 66 | PEP | PEPSICO INC | Consumer Defensive | 2,227.0 | $302K | 0.12% | — | — | $135.40 | +1.6% |
| 67 | ORCL | ORACLE CORP | Technology | 2,016.0 | $295K | 0.12% | — | — | $146.55 | +8.4% |
| 68 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,630.0 | $287K | 0.12% | — | — | $33.29 | +35.9% |
| 69 | AMD | ADVANCED MICRO DEVICES INC | Technology | 493.0 | $286K | 0.12% | NEW | — | $580.91 | -17.8% |
| 70 | ABBV | ABBVIE INC | Healthcare | 1,136.0 | $286K | 0.12% | NEW | — | $251.64 | +1.9% |
| 71 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 587.0 | $280K | 0.12% | NEW | — | $477.57 | -10.2% |
| 72 | CSCO | CISCO SYS INC | Technology | 2,266.0 | $266K | 0.11% | NEW | — | $117.46 | -7.0% |
| 73 | AME | AMETEK INC | Industrials | 1,100.0 | $266K | 0.11% | — | — | $241.94 | -1.7% |
| 74 | EEM | ISHARES TR | — | 3,787.0 | $259K | 0.11% | — | — | $68.41 | +0.4% |
| 75 | YUM | YUM BRANDS INC | Consumer Cyclical | 1,585.0 | $253K | 0.10% | — | — | $159.86 | -5.7% |
| 76 | SCHA | SCHWAB STRATEGIC TR | — | 6,658.0 | $241K | 0.10% | NEW | — | $36.13 | -4.4% |
| 77 | LLY | ELI LILLY & CO | Healthcare | 184.0 | $221K | 0.09% | NEW | — | $1199.43 | -4.3% |
| 78 | IVW | ISHARES TR | — | 1,591.0 | $219K | 0.09% | -289.0 | -15.4% | $137.53 | +2.2% |
| 79 | XOM | EXXON MOBIL CORP | Energy | 1,575.0 | $215K | 0.09% | — | — | $136.69 | +16.7% |
| 80 | WMT | WALMART INC | Consumer Defensive | 1,834.0 | $208K | 0.09% | — | — | $113.26 | -5.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
50.9%
Healthcare
16.6%
Financial Services
11.1%
Industrials
10.2%
Consumer Cyclical
5.0%
Communication Services
2.6%
Consumer Defensive
1.6%
Basic Materials
1.3%
Energy
0.7%