Midwest-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  null,
  null,
  "ABT",
  "GOOGL",
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  "FUN",
  null,
  "FITB",
  "GD",
  "AGL",
  "GIS",
  "HON",
  null,
  "HD",
  null,
  "ELBM",
  "FE",
  "UNP",
  "ISRG",
  "GH",
  null,
  "EMXC",
  "ITW",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  "HEFA",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  "KMI",
  "LHX",
  "LRCX",
  "IWS",
  null,
  null,
  null,
  "MRVL",
  "PODD",
  "MSFT",
  "FIS",
  "IMAX",
  "ILMN",
  null,
  "ORLY",
  "DG",
  "IJR",
  "EFG",
  "KLAC",
  "PANW",
  "PEP",
  null,
  "IEMG",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PFE",
  "MRK",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "ROP",
  "ROST",
  null,
  null,
  null,
  "SYK",
  "TJX",
  "VO",
  "DTM",
  "VOE",
  null,
  null,
  "VIG",
  "VYM",
  "VRTX",
  "GRAL",
  "EW",
  "VRSK",
  null,
  "PRGO",
  "ALGN",
  "AFL",
  "AMD",
  "FI",
  "DOV",
  "WEC",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "AEP",
  "ES",
  null,
  "PEG",
  "AMZN",
  "SCHB",
  null,
  "LUV",
  null,
  "HBAN",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VGK",
  null,
  "VXUS",
  "VOOG",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VRSN",
  null,
  null,
  null,
  "DTE",
  "GNTX",
  "SCHD",
  "SCHG",
  null,
  "MSCI",
  "NSC",
  "TTD",
  "PSX",
  "CRM",
  "MTUM",
  null,
  null,
  "LULU",
  "BRK-B",
  null,
  "CCL",
  "CNC",
  "KO",
  "CTSH",
  "COP",
  "ED",
  "COST",
  "CR",
  "CSX",
  "DE",
  "DXCM",
  "IJJ",
  "EFA",
  "ADI",
  "NEE",
  "QQQ",
  null,
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "MLM",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 182
Total Value: 162929251
Accession Number: 0000905729-25-000087
Form Type: 13F-HR
CIK: midwest-capital-advisors
Manager Name: Midwest-Capital-Advisors

Data Enrichment

76% identified

138 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

182 positions • $162.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FISERV INC

FI|337738108

Shares:244

Value:$53.9K

% of Portfolio:0.0% ($53.9K/$162.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:340

Value:$52.6K

% of Portfolio:0.0% ($52.6K/$162.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:505

Value:$51.9K

% of Portfolio:0.0% ($51.9K/$162.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:104

Value:$51.5K

% of Portfolio:0.0% ($51.5K/$162.9M)

CATERPILLAR INC

CAT|149123101

Shares:152

Value:$50.1K

% of Portfolio:0.0% ($50.1K/$162.9M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:101

Value:$49.0K

% of Portfolio:0.0% ($49.0K/$162.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:365

Value:$48.4K

% of Portfolio:0.0% ($48.4K/$162.9M)

DEXCOM INC

DXCM|252131107

Shares:700

Value:$47.8K

% of Portfolio:0.0% ($47.8K/$162.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:100

Value:$46.9K

% of Portfolio:0.0% ($46.9K/$162.9M)

Duke Energy CORP

DUK|26441C204

Shares:367

Value:$44.8K

% of Portfolio:0.0% ($44.8K/$162.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:180

Value:$44.1K

% of Portfolio:0.0% ($44.1K/$162.9M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:618

Value:$43.8K

% of Portfolio:0.0% ($43.8K/$162.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:205

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$162.9M)

464288414

MUB|464288414

Shares:395

Value:$41.6K

% of Portfolio:0.0% ($41.6K/$162.9M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:82

Value:$39.1K

% of Portfolio:0.0% ($39.1K/$162.9M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:2.3K

Value:$34.4K

% of Portfolio:0.0% ($34.4K/$162.9M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:389

Value:$33.8K

% of Portfolio:0.0% ($33.8K/$162.9M)

Marvell Technology, Inc.

MRVL|573874104

Shares:511

Value:$31.5K

% of Portfolio:0.0% ($31.5K/$162.9M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:788

Value:$30.9K

% of Portfolio:0.0% ($30.9K/$162.9M)

ECOLAB INC.

ECL|278865100

Shares:119

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$162.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	244	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$53.9K	0.0% ($53.9K/$162.9M)	QoQ +7.50% (+$3.8K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	340	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$52.6K	0.0% ($52.6K/$162.9M)	QoQ -18.30% (-$11.8K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	505	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$51.9K	0.0% ($51.9K/$162.9M)	QoQ -14.94% (-$9.1K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	104	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$51.5K	0.0% ($51.5K/$162.9M)	QoQ -5.11% (-$2.8K) YoY-
CATERPILLAR INC(CATcusip149123101)	152	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$50.1K	0.0% ($50.1K/$162.9M)	QoQ -9.08% (-$5.0K) YoY-
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	101	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$49.0K	0.0% ($49.0K/$162.9M)	QoQ +20.39% (+$8.3K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	365	QoQ +0.27% (+1) YoY-	All Managers (Combined)	$48.4K	0.0% ($48.4K/$162.9M)	QoQ +17.61% (+$7.2K) YoY-
DEXCOM INC(DXCMcusip252131107)	700	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$47.8K	0.0% ($47.8K/$162.9M)	QoQ -12.18% (-$6.6K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$46.9K	0.0% ($46.9K/$162.9M)	QoQ -8.27% (-$4.2K) YoY-
Duke Energy CORP(DUKcusip26441C204)	367	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$44.8K	0.0% ($44.8K/$162.9M)	QoQ +13.20% (+$5.2K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	180	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$44.1K	0.0% ($44.1K/$162.9M)	QoQ +2.41% (+$1.0K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	618	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$43.8K	0.0% ($43.8K/$162.9M)	QoQ -1.11% (-$494) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	205	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$43.4K	0.0% ($43.4K/$162.9M)	QoQ -6.25% (-$2.9K) YoY-
(MUBcusip464288414)	395	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$41.6K	0.0% ($41.6K/$162.9M)	QoQ -1.04% (-$438) YoY-
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	82	QoQ -10.86% (-10) YoY-	All Managers (Combined)	$39.1K	0.0% ($39.1K/$162.9M)	QoQ -17.38% (-$8.2K) YoY-
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	2.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$34.4K	0.0% ($34.4K/$162.9M)	QoQ -7.74% (-$2.9K) YoY-
MICRON TECHNOLOGY INC(MUcusip595112103)	389	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$33.8K	0.0% ($33.8K/$162.9M)	QoQ +3.24% (+$1.1K) YoY-
Marvell Technology, Inc.(MRVLcusip573874104)	511	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$31.5K	0.0% ($31.5K/$162.9M)	QoQ -44.22% (-$25.0K) YoY-
FIFTH THIRD BANCORP(FITBcusip316773100)	788	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$30.9K	0.0% ($30.9K/$162.9M)	QoQ -7.28% (-$2.4K) YoY-
ECOLAB INC.(ECLcusip278865100)	119	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$30.2K	0.0% ($30.2K/$162.9M)	QoQ +8.19% (+$2.3K) YoY-