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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | DE | DEERE & CO | Industrials | 949.0 | $535K | 0.28% | -42.0 | -4.2% | $563.30 | -6.1% |
| 42 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,809.0 | $532K | 0.28% | — | — | $294.16 | +4.3% |
| 43 | ILCG | ISHARES TR | — | 5,505.0 | $526K | 0.28% | — | — | $95.48 | +22.6% |
| 44 | AVGO | BROADCOM INC | Technology | 1,649.0 | $510K | 0.27% | — | — | $309.51 | +36.3% |
| 45 | SUSB | ISHARES TR | — | 20,220.0 | $507K | 0.27% | +2K | +11.6% | $25.07 | -0.4% |
| 46 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,242.0 | $467K | 0.25% | +28.0 | +1.3% | $208.27 | +27.4% |
| 47 | ILMN | ILLUMINA INC | Healthcare | 3,649.0 | $450K | 0.24% | — | — | $123.26 | +17.8% |
| 48 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 7,080.0 | $444K | 0.24% | -2K | -22.3% | $62.75 | -8.1% |
| 49 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,554.0 | $420K | 0.22% | +180.0 | +13.1% | $270.59 | +39.3% |
| 50 | VGIT | VANGUARD SCOTTSDALE FDS | — | 7,035.0 | $419K | 0.22% | -66.0 | -0.9% | $59.55 | -1.0% |
| 51 | IJR | ISHARES TR | — | 3,302.0 | $411K | 0.22% | — | — | $124.33 | +12.3% |
| 52 | IJH | ISHARES TR | — | 5,997.0 | $405K | 0.21% | — | — | $67.53 | +10.5% |
| 53 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 555.0 | $404K | 0.21% | NEW | — | $727.86 | +11.2% |
| 54 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,307.0 | $395K | 0.21% | +185.0 | +16.5% | $302.48 | +2.7% |
| 55 | IEMG | ISHARES INC | — | 5,449.0 | $380K | 0.20% | — | — | $69.75 | +19.9% |
| 56 | IEFA | ISHARES TR | — | 4,189.0 | $379K | 0.20% | — | — | $90.53 | +8.6% |
| 57 | BA | BOEING CO | Industrials | 1,837.0 | $366K | 0.19% | — | — | $199.03 | +10.0% |
| 58 | V | VISA INC | Financial Services | 1,167.0 | $353K | 0.19% | — | — | $302.24 | +8.0% |
| 59 | PEP | PEPSICO INC | Consumer Defensive | 2,227.0 | $346K | 0.18% | — | — | $155.29 | -6.2% |
| 60 | SLV | ISHARES SILVER TR | Financial Services | 4,950.0 | $337K | 0.18% | NEW | — | $68.14 | +2.3% |
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
45.7%
Healthcare
14.0%
Industrials
13.1%
Financial Services
12.0%
Communication Services
6.0%
Consumer Cyclical
4.9%
Consumer Defensive
1.8%
Energy
1.6%
Basic Materials
1.0%