Midwest Financial Network, LLC

Q1 2025 13F-HR Holdings

Location
Tinley Park, IL
Holdings as of
3/31/2025
Date filed
6/4/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$100,120
Net value change ($000)
+3,931 (4.1%)
New positions
1
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/4/2026 Next filing: 6/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPST 300 16.1%
LGOV 256 6.3%
LVHI 256 8.6%
GLD 254 NEW
FAPR 234 12.1%
SPEU 217 14.0%
SPEM 206 9.5%
FOCT 196 10.3%
FJUL 194 10.1%
BIV 185 6.3%
Top Reduces (Value $000, Stocks/ETFs)
VOOG -97 -6.7%
FDN -93 -5.6%
TDIV -74 -3.1%
PJAN -58 -5.6%
APRW -57 -3.9%
PAPR -51 -13.4%
JULW -49 -3.3%
VOO -49 -1.1%
JANW -45 -2.8%
POCT -45 -12.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type