Portfolio (Quarterly)
Guide ↗
Greater Midwest Financial Group, LLC
· CIK 0002025409| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 54,804 | $3.1M | 1.75% | SOLD |
| 2 | DELL | DELL TECHNOLOGIES INC | Technology | 21,804 | $2.7M | 1.53% | SOLD |
| 3 | V | VISA INC | Financial Services | 6,620 | $2.3M | 1.30% | SOLD |
| 4 | IBDV | ISHARES TR | — | 93,174 | $2.1M | 1.15% | SOLD |
| 5 | SHOP | SHOPIFY INC | Technology | 2,000 | $322K | 0.18% | SOLD |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,599 | $284K | 0.16% | SOLD |
Sector Allocation
Technology
40.5%
Communication Services
19.7%
Healthcare
15.2%
Consumer Cyclical
7.9%
Industrials
5.9%
Financial Services
5.8%
Basic Materials
2.6%
Utilities
2.0%
Consumer Defensive
0.5%