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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Midwest Financial Group LLC

Quarter ended Q4 2023 · Filed October 17, 2023 · Accession 0001085146-23-003765

Total Value
$118.1M
Positions
94
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (94)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797137,132$9.7M8.21%
2APPLE INCAAPL36,272$6.2M5.26%
3FIRST TR EXCHANGE-TRADED FD33738D879292,663$6.2M5.22%
4ISHARES TR46428724255,196$5.6M4.77%
5ADVANCED MICRO DEVICES INCAMD42,841$4.4M3.73%
6FIRST TR EXCHANGE-TRADED FD33739Q20089,155$4.2M3.57%
7INVESCO QQQ TRIVZ11,576$4.1M3.51%
8ISHARES TR46428730954,701$3.7M3.17%
9SPDR S&P MIDCAP 400 ETF TRMDY7,038$3.2M2.72%
10VANGUARD INDEX FDS92290851222,785$3.0M2.53%
11MICROSOFT CORPMSFT8,908$2.8M2.38%
12BOEING COBA-PA12,540$2.4M2.03%
13ONEOK INC NEWOKE37,459$2.4M2.01%
14FIRST TR EXCHANGE-TRADED FD33738D606102,930$2.1M1.77%
15SELECT SECTOR SPDR TR81369Y50622,271$2.0M1.70%
16FIRST TR EXCH TRD ALPHDX FD33737J18287,415$1.8M1.54%
17LITMAN GREGORY FDS TR53700T82761,470$1.8M1.50%
18AMERICAN CENTY ETF TR02507287722,620$1.8M1.49%
19SCHWAB STRATEGIC TR80852483939,775$1.8M1.49%
20EXXON MOBIL CORPXOM13,637$1.6M1.36%
21ISHARES TR4642876558,663$1.5M1.30%
22FIRST TR EXCHANGE-TRADED FD33738R66249,760$1.5M1.27%
23SELECT SECTOR SPDR TR81369Y30818,313$1.3M1.07%
24FIRST TR EXCH TRADED FD III33740J20362,155$1.3M1.06%
25ISHARES SILVER TRSLV55,920$1.1M0.96%
26VANGUARD INDEX FDS9229086117,118$1.1M0.96%
27ABBVIE INCABBV7,380$1.1M0.93%
28ISHARES TR46428743212,342$1.1M0.93%
29MICRON TECHNOLOGY INCMU15,855$1.1M0.91%
30INVESCO EXCH TRADED FD TR IIIVZ18,147$1.1M0.90%
31US BANCORP DELUSB-PS31,475$1.0M0.88%
32CSX CORPCSX33,735$1.0M0.88%
33BERKSHIRE HATHAWAY INC DELBRK-A2,948$1.0M0.87%
34SELECT SECTOR SPDR TR81369Y2097,438$958,0000.81%
35COCA COLA COKO16,591$929,0000.79%
36SPDR S&P 500 ETF TRSPY2,129$910,0000.77%
37VANGUARD SCOTTSDALE FDS92206C40912,053$906,0000.77%
38VISA INCV3,806$876,0000.74%
39DEVON ENERGY CORP NEW25179M10318,260$871,0000.74%
40PEPSICO INCPEP5,098$864,0000.73%
41PIMCO ETF TR72201R86617,006$851,0000.72%
42ISHARES GOLD TRIAU23,735$830,0000.70%
43ISHARES TR4642884148,075$828,0000.70%
44PROCTER AND GAMBLE CO7427181095,663$826,0000.70%
45VERIZON COMMUNICATIONS INCVZ24,560$796,0000.67%
46SCHWAB STRATEGIC TR80852410215,190$757,0000.64%
47SELECT SECTOR SPDR TR81369Y88612,643$745,0000.63%
48ISHARES TR46429B6979,736$705,0000.60%
49VANGUARD INDEX FDS9229087693,192$678,0000.57%
50PFIZER INCPFE20,292$673,0000.57%
51ONE GAS INCOGS9,741$665,0000.56%
52ABBOTT LABSABLZF6,821$661,0000.56%
53TYSON FOODS INCTSN13,100$661,0000.56%
54DRAFTKINGS INC NEWDKNG22,090$650,0000.55%
55SHERWIN WILLIAMS COSHW2,540$648,0000.55%
56EVERGY INCEVRG12,255$621,0000.53%
57UNITEDHEALTH GROUP INCUNH1,225$618,0000.52%
58RTX CORPORATIONRTX7,873$567,0000.48%
59AMAZON COM INCAMZN4,448$565,0000.48%
60NRG ENERGY INCNRG14,300$551,0000.47%
61MASTERCARD INCORPORATEDMA1,353$536,0000.45%
62DOLLAR GEN CORP NEW2566771054,916$520,0000.44%
63SCHWAB STRATEGIC TR8085243006,709$488,0000.41%
64CVS HEALTH CORPCVS6,630$463,0000.39%
65ISHARES TR46428868715,292$461,0000.39%
66CANADIAN PACIFIC KANSAS CITYCP6,175$459,0000.39%
67PRICE T ROWE GROUP INCTROW4,266$447,0000.38%
68CHEVRON CORP NEWCVX2,629$443,0000.37%
69JOHNSON & JOHNSONJNJ2,746$428,0000.36%
70CONOCOPHILLIPSCOP3,551$425,0000.36%
71VANECK ETF TRUST92189F6762,880$418,0000.35%
72SELECT SECTOR SPDR TR81369Y8526,289$412,0000.35%
73AMERICAN EXPRESS COAXP2,723$406,0000.34%
74ZOOM VIDEO COMMUNICATIONS INZM5,035$352,0000.30%
75VANGUARD WORLD FDS92204A2071,920$351,0000.30%
76PHILLIPS EDISON & CO INCPECO9,858$331,0000.28%
77DELTA AIR LINES INC DELDAL8,900$329,0000.28%
78UNION PAC CORPUNP1,610$328,0000.28%
79APPLIED MATLS INC0382221052,263$313,0000.26%
80MCDONALDS CORPMCD1,175$309,0000.26%
81FASTLY INCFSLY16,075$308,0000.26%
82FIFTH THIRD BANCORPFITBM11,500$291,0000.25%
83SPROTT PHYSICAL GOLD & SILVESII16,600$288,0000.24%
84ALTRIA GROUP INCMO6,725$283,0000.24%
85SCHWAB STRATEGIC TR8085248058,248$280,0000.24%
86WASTE MGMT INC DEL94106L1091,755$268,0000.23%
87CAPITOL FED FINL INC14057J10155,860$266,0000.23%
88TRACTOR SUPPLY COTSCO1,310$266,0000.23%
89SPOTIFY TECHNOLOGY S ASPOT1,648$255,0000.22%
90ISHARES TR4642878042,674$252,0000.21%
91NEW FORTRESS ENERGY INCNFE7,627$250,0000.21%
92CALAMOS STRATEGIC TOTAL RETUCSQ16,705$235,0000.20%
93ROYAL CARIBBEAN GROUPV7780T1032,175$200,0000.17%
94FORD MTR CO DEL34537086014,577$181,0000.15%