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MIDWEST CAPITAL ADVISORS, LLC
MIDWEST CAPITAL ADVISORS, LLC
Latest filing: 2026-06-30
MIDWEST CAPITAL ADVISORS, LLC runs MIDWEST CAPITAL ADVISORS, LLC and currently holds 210 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $246.19M. Their top holdings are SCHG, CORO, DYNF, BAI, GOVT. The top five represent 54.3% of reported portfolio weight. MIDWEST CAPITAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MIDWEST CAPITAL ADVISORS, LLC initiated 3 new positions. They added to 32 existing positions. They trimmed 29 positions. Their current best-performing preview position is AGL with returns of +1,253.69%.
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210 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHG SCHWAB STRATEGIC TR | 23.91% | $29.77 | $35.30 | +18.58% | Added +34.71% |
CO CORO BLACKROCK ETF TRUST | 11.08% | $32.59 | $37.15 | +13.99% | Added +10.78% |
 DYNF BLACKROCK ETF TRUST | 9.55% | $53.60 | $69.07 | +28.86% | Added +4.27% |
 BAI BLACKROCK ETF TRUST | 5.02% | $31.71 | $44.27 | +39.61% | Trimmed -15.22% |
 GOVT ISHARES TR | 4.76% | $22.82 | $22.45 | -1.64% | Added +217.75% |
 PVAL PUTNAM ETF TRUST | 4.27% | $42.73 | $54.25 | +26.96% | Added +25.42% |
 MTUM ISHARES TR | 3.40% | $226.22 | $305.24 | +34.93% | Trimmed -38.45% |
 SHLD GLOBAL X FDS | 3.10% | $67.60 | $67.07 | -0.79% | Added +32.92% |
 IEMG ISHARES INC | 2.70% | $82.84 | $81.56 | -1.55% | New Buy |
 THRO BLACKROCK ETF TRUST | 2.62% | $35.87 | $43.61 | +21.56% | Trimmed -31.45% |
Showing 1-10 of 210