Portfolio (Quarterly)
Guide ↗
Greater Midwest Financial Group, LLC
· CIK 0002025409| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CSNR | COHEN & STEERS ETF TRUST | — | 250,318 | $9.4M | 5.05% | SOLD |
| 2 | INTU | INTUIT | Technology | 6,555 | $2.8M | 1.52% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 1,831 | $342K | 0.18% | SOLD |
| 4 | FLTR | VANECK ETF TRUST | — | 11,671 | $297K | 0.16% | SOLD |
| 5 | MCD | MCDONALDS CORP | Consumer Cyclical | 724 | $225K | 0.12% | SOLD |
Sector Allocation
Technology
44.1%
Communication Services
16.7%
Healthcare
14.3%
Industrials
7.9%
Consumer Cyclical
7.0%
Financial Services
6.0%
Basic Materials
2.0%
Utilities
1.5%
Consumer Defensive
0.4%