Greater Midwest Financial Group, LLC Top Holdings and 13F Report (2025) About Greater Midwest Financial Group, LLCInvestment ActivityGreater Midwest Financial Group, LLC has $130.94 million in total holdings as of June 30, 2025.Greater Midwest Financial Group, LLC owns shares of 55 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 16.09% of the portfolio was purchased this quarter.About 37.63% of the portfolio was sold this quarter.This quarter, Greater Midwest Financial Group, LLC has purchased 54 new stocks and bought additional shares in 27 stocks.Greater Midwest Financial Group, LLC sold shares of 17 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $17,226,467Amazon.com $11,109,478Alphabet $10,514,145Netflix $7,130,131Salesforce $6,605,334 Largest New Holdings this Quarter 46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $4,342,132 Holding747525103 - QUALCOMM $2,058,190 Holding872590104 - T-Mobile US $1,855,429 Holding92826C839 - Visa $1,741,945 Holding883556102 - Thermo Fisher Scientific $1,699,376 Holding Largest Purchases this Quarter JPMorgan Nasdaq Equity Premium Income ETF 79,819 shares (about $4.34M)Abbott Laboratories 18,927 shares (about $2.57M)QUALCOMM 12,923 shares (about $2.06M)NVIDIA 12,609 shares (about $1.99M)T-Mobile US 7,787 shares (about $1.86M) Largest Sales this Quarter Apple 21,724 shares (about $4.46M)Microsoft 5,552 shares (about $2.76M)The Goldman Sachs Group 3,458 shares (about $2.45M)Alphabet 7,834 shares (about $1.38M)Amazon.com 6,054 shares (about $1.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreater Midwest Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$17,226,467$2,761,647 ▼-13.8%34,63213.2%Computer and TechnologyAMZNAmazon.com$11,109,478$1,328,188 ▼-10.7%50,6388.5%Retail/WholesaleGOOGLAlphabet$10,514,145$1,380,597 ▼-11.6%59,6618.0%Computer and TechnologyNFLXNetflix$7,130,131$36,160 ▲0.5%5,3245.4%Consumer DiscretionaryCRMSalesforce$6,605,334$753,984 ▲12.9%24,2235.0%Computer and TechnologyMETAMeta Platforms$6,151,005$135,065 ▲2.2%8,3344.7%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$5,452,314$364,067 ▲7.2%95,9074.2%ETFAAPLApple$5,397,250$4,457,153 ▼-45.2%26,3064.1%Computer and TechnologyNVDANVIDIA$5,273,282$1,992,115 ▲60.7%33,3774.0%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,342,132$4,342,132 ▲New Holding79,8193.3%ETFBRK.BBerkshire Hathaway$4,135,986$101,044 ▲2.5%8,5143.2%FinanceCRWDCrowdStrike$3,796,734$10,186 ▲0.3%7,4552.9%Computer and TechnologyABTAbbott Laboratories$3,401,606$2,574,258 ▲311.1%25,0102.6%MedicalPANWPalo Alto Networks$3,235,924$99,863 ▲3.2%15,8132.5%Computer and TechnologyJPMJPMorgan Chase & Co.$3,085,333$9,857 ▼-0.3%10,6422.4%FinanceJCIJohnson Controls International$2,719,781$136,037 ▲5.3%25,7512.1%ConstructionDELLDell Technologies$2,329,106$72,700 ▲3.2%18,9981.8%Computer and TechnologyQCOMQUALCOMM$2,058,190$2,058,190 ▲New Holding12,9231.6%Computer and TechnologyUNHUnitedHealth Group$1,990,134$387,170 ▲24.2%6,3791.5%MedicalTMUST-Mobile US$1,855,429$1,855,429 ▲New Holding7,7871.4%Computer and TechnologyIBDViShares iBonds Dec 2030 Term Corporate ETF$1,796,112$218,656 ▲13.9%81,7161.4%ETFVVisa$1,741,945$1,741,945 ▲New Holding4,9061.3%Business ServicesTMOThermo Fisher Scientific$1,699,376$1,699,376 ▲New Holding4,1911.3%MedicalALLAllstate$1,644,115$81,733 ▲5.2%8,1671.3%FinanceAMDAdvanced Micro Devices$1,454,518$43,565 ▲3.1%10,2501.1%Computer and TechnologyNEENextEra Energy$1,173,854$1,173,854 ▲New Holding16,9090.9%UtilitiesDGROiShares Core Dividend Growth ETF$1,169,965$44,566 ▼-3.7%18,2980.9%ETFMCKMcKesson$1,090,152$2,931 ▲0.3%1,4880.8%MedicalLLYEli Lilly and Company$1,055,785$10,917 ▲1.0%1,3540.8%MedicalIBTMiShares iBonds Dec 2032 Term Treasury ETF$886,534$14,693 ▲1.7%38,4950.7%ETFORCLOracle$833,453$8,090 ▲1.0%3,8120.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$718,107$2,534 ▲0.4%7,6500.5%ETFSMHVanEck Semiconductor ETF$685,952$31,230 ▼-4.4%2,4600.5%ManufacturingAVGOBroadcom$649,356$62,841 ▼-8.8%2,3560.5%Computer and TechnologyIBTOiShares iBonds Dec 2033 Term Treasury ETF$467,171$25,295 ▲5.7%19,0600.4%ETFIBMInternational Business Machines$439,797$5,895 ▲1.4%1,4920.3%Computer and TechnologyABBVAbbVie$437,687$14,293 ▼-3.2%2,3580.3%MedicalIBDWiShares iBonds Dec 2031 Term Corporate ETF$420,239$32,002 ▼-7.1%19,9730.3%ETFISHARES TR$399,762$5,853 ▼-1.4%15,2990.3%IBONDS DEC 2034IEFiShares 7-10 Year Treasury Bond ETF$379,191$379,191 ▲New Holding3,9590.3%ETFQQQInvesco QQQ$368,626$56,839 ▼-13.4%6680.3%FinanceUSBU.S. Bancorp$343,709$5,520 ▲1.6%7,5960.3%FinanceMRKMerck & Co., Inc.$343,448$8,628 ▼-2.5%4,3390.3%MedicalGSThe Goldman Sachs Group$320,921$2,449,768 ▼-88.4%4530.2%FinanceCSCOCisco Systems$311,308$4,995 ▲1.6%4,4870.2%Computer and TechnologyPGProcter & Gamble$301,531$301,531 ▲New Holding1,8930.2%Consumer StaplesEMREmerson Electric$294,493$42,661 ▼-12.7%2,2090.2%IndustrialsFLTRVanEck IG Floating Rate ETF$287,032$3,596 ▲1.3%11,2560.2%ETFHDHome Depot$285,599$6,599 ▲2.4%7790.2%Retail/WholesaleIJKiShares S&P Mid-Cap 400 Growth ETF$246,873$364 ▲0.1%2,7130.2%ETFVOOVanguard S&P 500 ETF$237,658$57,425 ▼-19.5%4180.2%ETFMCDMcDonald's$208,613$584 ▼-0.3%7140.2%Retail/WholesaleGEGE Aerospace$206,741$206,741 ▲New Holding8030.2%AerospaceWMTWalmart$206,102$206,102 ▲New Holding2,1080.2%Retail/WholesaleRIGTransocean$25,9000.0%10,0000.0%EnergyAVUVAvantis U.S. Small Cap Value ETF$0$12,561,963 ▼-100.0%00.0%ETFGOLDMAN SACHS ETF TR$0$11,296,882 ▼-100.0%00.0%S&P 500 CORE PREPALANTIR TECHNOLOGIES INC$0$3,392,796 ▼-100.0%00.0%CL AAMATApplied Materials$0$2,878,608 ▼-100.0%00.0%Computer and TechnologyCATCaterpillar$0$2,065,203 ▼-100.0%00.0%IndustrialsREGNRegeneron Pharmaceuticals$0$2,033,143 ▼-100.0%00.0%MedicalLAM RESEARCH CORP$0$1,820,770 ▼-100.0%00.0%COM NEWFDVVFidelity High Dividend ETF$0$271,534 ▼-100.0%00.0%ETFPGRProgressive$0$203,012 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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