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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46137V340

Shares:200

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$162.9M)

78463X475

Shares:229

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$162.9M)

Salesforce, Inc.

CRM|79466L302

Shares:53

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$162.9M)

Phillips 66

PSX|718546104

Shares:114

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$162.9M)

81369Y506

Shares:146

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$162.9M)

808524706

Shares:477

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$162.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:79

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$162.9M)

CENTENE CORP

CNC|15135B101

Shares:215

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$162.9M)

VERISIGN INC/CA

VRSN|92343E102

Shares:50

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$162.9M)

PEPSICO INC

PEP|713448108

Shares:82

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$162.9M)

GENERAL MILLS INC

GIS|370334104

Shares:205

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$162.9M)

Meta Platforms, Inc.

META|30303M102

Shares:21

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$162.9M)

Trade Desk, Inc.

TTD|88339J105

Shares:220

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$162.9M)

INSULET CORP

PODD|45784P101

Shares:41

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$162.9M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:19

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$162.9M)

46137V431

Shares:100

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$162.9M)

EVERSOURCE ENERGY

ES|30040W108

Shares:155

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$162.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$162.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:56

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$162.9M)

921932505

VOOG|921932505

Shares:26

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$162.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V340)✕	200	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$14.5K	0.0% ($14.5K/$162.9M)	QoQ +0.22% (+$32) YoY-
(cusip78463X475)✕	229	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.3K	0.0% ($14.3K/$162.9M)	QoQ -1.43% (-$208) YoY-
Salesforce, Inc.(CRMcusip79466L302)	53	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.2K	0.0% ($14.2K/$162.9M)	QoQ -19.73% (-$3.5K) YoY-
Phillips 66(PSXcusip718546104)	114	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$14.1K	0.0% ($14.1K/$162.9M)	QoQ +8.38% (+$1.1K) YoY-
(cusip81369Y506)✕	146	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.7K	0.0% ($13.7K/$162.9M)	QoQ +9.09% (+$1.1K) YoY-
(cusip808524706)✕	477	QoQ -3.04% (-15) YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$162.9M)	QoQ +0.37% (-$49) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	79	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.1K	0.0% ($13.1K/$162.9M)	QoQ +14.66% (+$1.7K) YoY-
CENTENE CORP(CNCcusip15135B101)	215	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.1K	0.0% ($13.1K/$162.9M)	QoQ +0.21% (+$28) YoY-
VERISIGN INC/CA(VRSNcusip92343E102)	50	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.7K	0.0% ($12.7K/$162.9M)	QoQ +22.67% (+$2.3K) YoY-
PEPSICO INC(PEPcusip713448108)	82	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$12.3K	0.0% ($12.3K/$162.9M)	QoQ -1.39% (-$174) YoY-
GENERAL MILLS INC(GIScusip370334104)	205	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$12.3K	0.0% ($12.3K/$162.9M)	QoQ -6.24% (-$816) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	21	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$12.1K	0.0% ($12.1K/$162.9M)	QoQ -1.56% (-$192) YoY-
Trade Desk, Inc.(TTDcusip88339J105)	220	QoQ -23.87% (-69) YoY-	All Managers (Combined)	$12.0K	0.0% ($12.0K/$162.9M)	QoQ -64.55% (-$21.9K) YoY-
INSULET CORP(PODDcusip45784P101)	41	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.8K	0.0% ($10.8K/$162.9M)	QoQ +0.58% (+$63) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	19	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$10.4K	0.0% ($10.4K/$162.9M)	QoQ -4.59% (-$500) YoY-
(cusip46137V431)✕	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$10.0K	0.0% ($10.0K/$162.9M)	QoQ -4.76% (-$500) YoY-
EVERSOURCE ENERGY(EScusip30040W108)	155	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$162.9M)	QoQ +8.14% (+$725) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$162.9M)	QoQ +17.48% (+$1.4K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	56	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$162.9M)	QoQ -6.22% (-$634) YoY-
(VOOGcusip921932505)	26	QoQ NEW(+26) YoY-	All Managers (Combined)	$8.7K	0.0% ($8.7K/$162.9M)	QoQ NEW(+$8.7K) YoY-