Midwest Financial Partners Investments, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Midwest Financial Partners Investments, Inc. opened 13 positions, added to 9, reduced 17 and sold out of 6.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 23,454.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 17,606.
- Q2 2026: Stock UNH; Country of operation United States; Class COM; Shares before 1,554.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 12,476.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1968851), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Strive Financial Group ,LLC | United States | $0.189B | 762 |
| Grant Private Wealth Management Inc | United States | $0.188B | 154 |
| First City Capital Management, Inc. | United States | $0.189B | 160 |
| PTM WEALTH MANAGEMENT, LLC | United States | $0.189B | 56 |
| Two West Capital Advisors LLC | United States | $0.189B | 96 |
| MPWM ADVISORY SOLUTIONS, LLC | United States | $0.189B | 577 |
| Jones Kertz & Associates, Inc. | United States | $0.188B | 66 |
| Wasserstein Management, L.P. | United States | $0.189B | 4 |
| Gouws Capital LLC | United States | $0.189B | 58 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | United States | $0.189B | 510 |