The Analysis of Midwest Capital Advisors, LLC's Holdings


Currently, Midwest Capital Advisors, LLC holds 192 types of securities in its portfolio with a total value $208.7M. In the most recent quarter, they have increased their positions in EFV (+84.6K shares, valued at $6.0M), SPEM (+101.8K shares, valued at $4.8M), MTUM (+15.6K shares, valued at $3.9M); decreased their positions in BIDD (-559.5K shares, valued at $16.1M), QUAL (-39.0K shares, valued at $7.8M), TLH (-27.4K shares, valued at $2.8M); initiated new positions in SYSB (+22.4K shares, valued at $2.0M), N/A (+6.6K shares, valued at $325.8K), WMT (+903 shares, valued at $100.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DYNF BLACKROCK ETF TRUST425.4K shares4.22%2025-12-312026-01-29history
SCHG SCHWAB STRATEGIC TR789.3K shares-0.78%2025-12-312026-01-29history
SPEM SPDR INDEX SHS FDS408.0K shares33.25%2025-12-312026-01-29history
OEF ISHARES TR43.7K shares5.42%2025-12-312026-01-29history
QUAL ISHARES TR58.7K shares-39.94%2025-12-312026-01-29history
MTUM ISHARES TR38.1K shares69.50%2025-12-312026-01-29history
ISHARES GOLD TR ISHARES GOLD TR110.8K shares6.61%2025-12-312026-01-29history
BAI BLACKROCK ETF TRUST269.0K shares9.77%2025-12-312026-01-29history
Sponsored
THRO BLACKROCK ETF TRUST211.4K shares2.74%2025-12-312026-01-29history
EFV ISHARES TR91.0K shares1317.42%2025-12-312026-01-29history
PVAL PUTNAM ETF TRUST129.2K shares18.82%2025-12-312026-01-29history
BNDX VANGUARD CHARLOTTE FDS121.0K shares7.06%2025-12-312026-01-29history
USTB VICTORY PORTFOLIOS II104.1K shares0.38%2025-12-312026-01-29history
BINC BLACKROCK ETF TRUST II89.4K shares0.68%2025-12-312026-01-29history
SHLD GLOBAL X FDS63.1K shares7.26%2025-12-312026-01-29history
SPMB SPDR SERIES TRUST177.5K shares-1.22%2025-12-312026-01-29history
Sponsored
EFG ISHARES TR30.0K shares1028.65%2025-12-312026-01-29history
TLH ISHARES TR29.0K shares-48.55%2025-12-312026-01-29history
VTV VANGUARD INDEX FDS14.2K shares0.05%2025-12-312026-01-29history
BIDD BLACKROCK ETF TRUST88.5K shares-86.34%2025-12-312026-01-29history
SCHB SCHWAB STRATEGIC TR92.1K shares9.62%2025-12-312026-01-29history
SYSB ISHARES TR22.4K sharesnew addition2025-12-312026-01-29history
SCHZ SCHWAB STRATEGIC TR80.5K shares258.75%2025-12-312026-01-29history
VEA VANGUARD TAX-MANAGED FDS24.7K shares0.99%2025-12-312026-01-29history
Sponsored
ICVT ISHARES TR14.6K shares6.43%2025-12-312026-01-29history
NVDA NVIDIA CORPORATION5.8K shares-3.01%2025-12-312026-01-29history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-1.22%2025-12-312026-01-29history
SPY SPDR S&P 500 ETF TR1.5K shares1.42%2025-12-312026-01-29history
IWP ISHARES TR6.0K shares0.71%2025-12-312026-01-29history
IVW ISHARES TR6.2K shares0.10%2025-12-312026-01-29history
IVV ISHARES TR1.1K shares0.37%2025-12-312026-01-29history
SCHM SCHWAB STRATEGIC TR23.2K shares-16.60%2025-12-312026-01-29history
Sponsored
CWI SPDR INDEX SHS FDS17.3K shares7.33%2025-12-312026-01-29history
VUG VANGUARD INDEX FDS1.2K shares0.17%2025-12-312026-01-29history
SUSB ISHARES TR18.9K shares11.64%2025-12-312026-01-29history
BSV VANGUARD BD INDEX FDS5.9K shares-0.24%2025-12-312026-01-29history
VTI VANGUARD INDEX FDS1.2K shares-9.31%2025-12-312026-01-29history
EMXC ISHARES INC5.6K shares-10.52%2025-12-312026-01-29history
SYK STRYKER CORPORATION1.1K shares0.00%2025-12-312026-01-29history
IJR ISHARES TR2.9K shares-6.74%2025-12-312026-01-29history
Sponsored
EA SERIES TRUST EA SERIES TRUST6.6K sharesnew addition2025-12-312026-01-29history
DTE DTE ENERGY CO2.5K shares0.00%2025-12-312026-01-29history
BROADCOM INC BROADCOM INC903 shares-1.31%2025-12-312026-01-29history
VXUS VANGUARD STAR FDS4.1K shares-3.88%2025-12-312026-01-29history
IYW ISHARES TR1.5K shares-66.06%2025-12-312026-01-29history
LLY ELI LILLY & CO236 shares0.00%2025-12-312026-01-29history
VO VANGUARD INDEX FDS875 shares0.34%2025-12-312026-01-29history
SUSC ISHARES TR10.0K shares49.82%2025-12-312026-01-29history
Sponsored
SCHD SCHWAB STRATEGIC TR8.0K shares1.01%2025-12-312026-01-29history
DON WISDOMTREE TR4.2K shares-0.74%2025-12-312026-01-29history
IJK ISHARES TR2.2K shares0.23%2025-12-312026-01-29history
AGG ISHARES TR2.0K shares1.00%2025-12-312026-01-29history
COST COSTCO WHSL CORP NEW226 shares0.00%2025-12-312026-01-29history
DTM DT MIDSTREAM INC1.6K shares0.00%2025-12-312026-01-29history
AAPL APPLE INC652 shares-10.44%2025-12-312026-01-29history
MSFT MICROSOFT CORP362 shares3.72%2025-12-312026-01-29history
Sponsored
IJH ISHARES TR2.3K shares-11.31%2025-12-312026-01-29history
JEPI J P MORGAN EXCHANGE TRADED F2.5K shares-1.68%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC441 shares-15.36%2025-12-312026-01-29history
IWS ISHARES TR913 shares0.44%2025-12-312026-01-29history
IFRA ISHARES TR2.4K shares-2.55%2025-12-312026-01-29history
TPLC TIMOTHY PLAN2.8K shares0.25%2025-12-312026-01-29history
ED CONSOLIDATED EDISON INC1.2K shares0.00%2025-12-312026-01-29history
AMZN AMAZON COM INC502 shares-2.33%2025-12-312026-01-29history
Sponsored
MU MICRON TECHNOLOGY INC389 shares0.00%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC341 shares0.29%2025-12-312026-01-29history
TJX TJX COS INC NEW683 shares-24.03%2025-12-312026-01-29history
WMT WALMART INC903 sharesnew addition2025-12-312026-01-29history
INVESCO QQQ TR INVESCO QQQ TR162 shares36.13%2025-12-312026-01-29history
HYDB ISHARES TR1.9K shares-51.86%2025-12-312026-01-29history
AMD ADVANCED MICRO DEVICES INC405 shares0.00%2025-12-312026-01-29history
EFA ISHARES TR902 shares1.81%2025-12-312026-01-29history
Sponsored
WM WASTE MGMT INC DEL364 shares0.00%2025-12-312026-01-29history
TPSC TIMOTHY PLAN1.9K shares0.37%2025-12-312026-01-29history
VOE VANGUARD INDEX FDS432 shares0.00%2025-12-312026-01-29history
SPYG SPDR SERIES TRUST716 shares0.00%2025-12-312026-01-29history
ISTB ISHARES TR1.6K shares1.37%2025-12-312026-01-29history
STIP ISHARES TR734 shares-94.14%2025-12-312026-01-29history
CAT CATERPILLAR INC125 shares-18.30%2025-12-312026-01-29history
BKNG BOOKING HOLDINGS INC13 shares0.00%2025-12-312026-01-29history
Sponsored
PTNQ PACER FDS TR858 shares0.00%2025-12-312026-01-29history
LAM RESEARCH CORP LAM RESEARCH CORP380 shares0.00%2025-12-312026-01-29history
FVD FIRST TR EXCHANGE-TRADED FD1.4K shares-30.48%2025-12-312026-01-29history
LOW LOWES COS INC253 shares-7.33%2025-12-312026-01-29history
ISRG INTUITIVE SURGICAL INC104 shares0.00%2025-12-312026-01-29history
UNP UNION PAC CORP237 shares0.00%2025-12-312026-01-29history
MLM MARTIN MARIETTA MATLS INC82 shares0.00%2025-12-312026-01-29history
NEE NEXTERA ENERGY INC618 shares0.00%2025-12-312026-01-29history
Sponsored
HBAN HUNTINGTON BANCSHARES INC2.8K shares22.75%2025-12-312026-01-29history
ABT ABBOTT LABS369 shares0.54%2025-12-312026-01-29history
VRTX VERTEX PHARMACEUTICALS INC101 shares0.00%2025-12-312026-01-29history
VB VANGUARD INDEX FDS177 shares-54.15%2025-12-312026-01-29history
CRDO CREDO TECHNOLOGY GROUP HOLDI312 shares0.00%2025-12-312026-01-29history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW370 shares0.00%2025-12-312026-01-29history
PG PROCTER AND GAMBLE CO300 sharesnew addition2025-12-312026-01-29history
RY ROYAL BK CDA250 sharesnew addition2025-12-312026-01-29history
Sponsored
JPM JPMORGAN CHASE & CO.130 shares-27.78%2025-12-312026-01-29history
BUFR FIRST TR EXCHNG TRADED FD VI1.2K sharesnew addition2025-12-312026-01-29history
HON HONEYWELL INTL INC205 shares0.00%2025-12-312026-01-29history
AEP AMERICAN ELEC PWR CO INC345 shares76.92%2025-12-312026-01-29history
AWK AMERICAN WTR WKS CO INC NEW300 sharesnew addition2025-12-312026-01-29history
KLAC KLA CORP31 shares0.00%2025-12-312026-01-29history
FITB FIFTH THIRD BANCORP789 shares0.13%2025-12-312026-01-29history
AOR ISHARES TR500 shares0.00%2025-12-312026-01-29history
Sponsored
KO COCA COLA CO465 shares50.00%2025-12-312026-01-29history
ECL ECOLAB INC119 shares0.00%2025-12-312026-01-29history
DIS DISNEY WALT CO252 shares0.00%2025-12-312026-01-29history
ADI ANALOG DEVICES INC105 shares0.00%2025-12-312026-01-29history
MERCK & CO INC MERCK & CO INC261 shares0.00%2025-12-312026-01-29history
XOM EXXON MOBIL CORP225 sharesnew addition2025-12-312026-01-29history
RPM RPM INTL INC250 sharesnew addition2025-12-312026-01-29history
CSX CSX CORP712 shares0.00%2025-12-312026-01-29history
Sponsored
VGK VANGUARD INTL EQUITY INDEX F303 shares0.00%2025-12-312026-01-29history
LHX L3HARRIS TECHNOLOGIES INC85 shares0.00%2025-12-312026-01-29history
SHW SHERWIN WILLIAMS CO77 shares0.00%2025-12-312026-01-29history
EW EDWARDS LIFESCIENCES CORP290 shares0.00%2025-12-312026-01-29history
FE FIRSTENERGY CORP544 shares1.12%2025-12-312026-01-29history
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC277 shares-45.90%2025-12-312026-01-29history
ITW ILLINOIS TOOL WKS INC93 shares0.00%2025-12-312026-01-29history
VIG VANGUARD SPECIALIZED FUNDS100 shares0.00%2025-12-312026-01-29history
Sponsored
NSC NORFOLK SOUTHN CORP76 shares0.00%2025-12-312026-01-29history
ORLY OREILLY AUTOMOTIVE INC240 shares0.00%2025-12-312026-01-29history
ROST ROSS STORES INC120 shares0.00%2025-12-312026-01-29history
GNTX GENTEX CORP923 shares0.44%2025-12-312026-01-29history
IEFA ISHARES TR235 shares0.00%2025-12-312026-01-29history
DE DEERE & CO45 shares0.00%2025-12-312026-01-29history
EMR EMERSON ELEC CO156 shares0.00%2025-12-312026-01-29history
KMI KINDER MORGAN INC DEL708 shares0.00%2025-12-312026-01-29history
Sponsored
NLR VANECK ETF TRUST155 sharesnew addition2025-12-312026-01-29history
FIS FIDELITY NATL INFORMATION SV287 shares0.00%2025-12-312026-01-29history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP56 shares0.00%2025-12-312026-01-29history
CTSH COGNIZANT TECHNOLOGY SOLUTIO223 shares0.00%2025-12-312026-01-29history
AFL AFLAC INC167 shares0.00%2025-12-312026-01-29history
SPGM SPDR INDEX SHS FDS231 shares0.87%2025-12-312026-01-29history
PRU PRUDENTIAL FINL INC150 sharesnew addition2025-12-312026-01-29history
VIOO VANGUARD ADMIRAL FDS INC150 shares0.00%2025-12-312026-01-29history
Sponsored
JNJ JOHNSON & JOHNSON80 shares0.00%2025-12-312026-01-29history
IBIT ISHARES BITCOIN TRUST ETF333 shares0.00%2025-12-312026-01-29history
HACK AMPLIFY ETF TR205 shares0.00%2025-12-312026-01-29history
FI FISERV INC244 shares0.00%2025-12-312026-01-29history
PEG PUBLIC SVC ENTERPRISE GRP IN201 shares0.00%2025-12-312026-01-29history
ROP ROPER TECHNOLOGIES INC36 shares0.00%2025-12-312026-01-29history
HD HOME DEPOT INC45 shares2.27%2025-12-312026-01-29history
MSCI MSCI INC26 shares0.00%2025-12-312026-01-29history
Sponsored
PSX PHILLIPS 66114 shares0.00%2025-12-312026-01-29history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC136 shares0.00%2025-12-312026-01-29history
VRSK VERISK ANALYTICS INC62 shares0.00%2025-12-312026-01-29history
COP CONOCOPHILLIPS142 shares0.00%2025-12-312026-01-29history
XLE SELECT SECTOR SPDR TR295 shares99.32%2025-12-312026-01-29history
SLV ISHARES SILVER TR200 shares0.00%2025-12-312026-01-29history
VRSN VERISIGN INC50 shares0.00%2025-12-312026-01-29history
DIA SPDR DOW JONES INDL AVERAGE25 sharesnew addition2025-12-312026-01-29history
Sponsored
PEP PEPSICO INC83 shares0.00%2025-12-312026-01-29history
IQV IQVIA HLDGS INC49 shares0.00%2025-12-312026-01-29history
DG DOLLAR GEN CORP NEW83 shares0.00%2025-12-312026-01-29history
ES EVERSOURCE ENERGY155 shares0.00%2025-12-312026-01-29history
SJM SMUCKER J M CO100 sharesnew addition2025-12-312026-01-29history
GIS GENERAL MLS INC208 shares1.46%2025-12-312026-01-29history
ILMN ILLUMINA INC72 shares0.00%2025-12-312026-01-29history
CNC CENTENE CORP DEL215 shares0.00%2025-12-312026-01-29history
Sponsored
SCHP SCHWAB STRATEGIC TR326 shares-68.98%2025-12-312026-01-29history
TTD THE TRADE DESK INC220 shares0.00%2025-12-312026-01-29history
SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP540 shares0.00%2025-12-312026-01-29history
BMY BRISTOL-MYERS SQUIBB CO150 sharesnew addition2025-12-312026-01-29history
GLD SPDR GOLD TR20 shares0.00%2025-12-312026-01-29history
NOW SERVICENOW INC50 shares400.00%2025-12-312026-01-29history
ALGN ALIGN TECHNOLOGY INC44 shares-53.19%2025-12-312026-01-29history
MUB ISHARES TR63 shares-43.75%2025-12-312026-01-29history
Sponsored
TLT ISHARES TR74 shares1.37%2025-12-312026-01-29history
ARKB ARK 21SHARES BITCOIN ETF165 shares0.00%2025-12-312026-01-29history
EBF ENNIS INC250 sharesnew addition2025-12-312026-01-29history
IJJ ISHARES TR30 shares0.00%2025-12-312026-01-29history
CCL CARNIVAL CORP116 shares0.00%2025-12-312026-01-29history
SPAB SPDR SERIES TRUST104 shares0.97%2025-12-312026-01-29history
PFE PFIZER INC107 shares0.00%2025-12-312026-01-29history
SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC51 sharesnew addition2025-12-312026-01-29history
Sponsored
OKLO OKLO INC25 shares0.00%2025-12-312026-01-29history
IMAX IMAX CORP45 shares0.00%2025-12-312026-01-29history
AGL AGILON HEALTH INC2.4K shares987.56%2025-12-312026-01-29history
INTR INTER & CO INC182 shares0.00%2025-12-312026-01-29history
DEO DIAGEO PLC16 shares0.00%2025-12-312026-01-29history
TSLA TESLA INC3 shares0.00%2025-12-312026-01-29history
GRAL GRAIL INC12 shares0.00%2025-12-312026-01-29history
EINC VANECK ETF TRUST10 shares0.00%2025-12-312026-01-29history
Sponsored
CRWV COREWEAVE INC13 shares-48.00%2025-12-312026-01-29history
LUV SOUTHWEST AIRLS CO21 shares0.00%2025-12-312026-01-29history
PRGO PERRIGO CO PLC50 shares0.00%2025-12-312026-01-29history
BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE23 shares0.00%2025-12-312026-01-29history
ELBM ELECTRA BATTERY MATERIALS CO725 shares0.00%2025-12-312026-01-29history
FLY FIREFLY AEROSPACE INC25 shares0.00%2025-12-312026-01-29history
SUB ISHARES TR1 shares0.00%2025-12-312026-01-29history
ABTC AMERICAN BITCOIN CORP.51 sharesnew addition2025-12-312026-01-29history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available