Portfolio (Quarterly)
Guide ↗
Midwest Capital Advisors, LLC
· CIK 0002026480| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 1,198 | $41K | 0.02% | SOLD |
| 2 | VIOO | VANGUARD ADMIRAL FDS INC | — | 150 | $17K | 0.01% | SOLD |
| 3 | SCHP | SCHWAB STRATEGIC TR | — | 326 | $9K | 0.00% | SOLD |
| 4 | TTD | THE TRADE DESK INC | Technology | 220 | $8K | 0.00% | SOLD |
| 5 | NOW | SERVICENOW INC | Technology | 50 | $8K | 0.00% | SOLD |
| 6 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 44 | $7K | 0.00% | SOLD |
| 7 | TLT | ISHARES TR | — | 74 | $6K | 0.00% | SOLD |
| 8 | EBF | ENNIS INC | Industrials | 250 | $5K | 0.00% | SOLD |
| 9 | OKLO | OKLO INC | Utilities | 25 | $2K | 0.00% | SOLD |
| 10 | — | AGILON HEALTH INC | — | 2,360 | $2K | 0.00% | SOLD |
| 11 | INTR | INTER & CO INC | Financial Services | 182 | $2K | 0.00% | SOLD |
| 12 | DEO | DIAGEO PLC | Consumer Defensive | 16 | $1K | 0.00% | SOLD |
| 13 | EINC | VANECK ETF TRUST | — | 10 | $982.0 | — | SOLD |
| 14 | CRWV | COREWEAVE INC | Technology | 13 | $931.0 | — | SOLD |
| 15 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 23 | $625.0 | — | SOLD |
| 16 | FLY | FIREFLY AEROSPACE INC | Industrials | 25 | $559.0 | — | SOLD |
Sector Allocation
Financial Services
47.3%
Technology
18.8%
Healthcare
7.9%
Utilities
6.4%
Consumer Defensive
4.4%
Industrials
4.3%
Consumer Cyclical
3.9%
Energy
3.1%
Communication Services
2.7%
Basic Materials
1.2%