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| Happy Holidays!! thanks for using AUM13F!! |
| Greater Midwest Financial Group LLC
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| CRD # | 324387 |
| SEC # | 801-127206 |
| CIK # | 0002025409 |
| AUM | $511.9 M (2025-05-20) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Phone | 651-490-9790 |
| Address | 3222 Rice St Saint Paul, MN 55126 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002025409 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.2 | ||
| Amazon Com Inc | 11.1 | ||
| Alphabet Inc | 10.5 | ||
| Netflix Inc | 7.1 | ||
| Salesforce Com Inc | 6.6 | ||
| Facebook Inc | 6.2 | ||
| Apple Inc | 5.4 | ||
| Nvidia Corp | 5.3 | ||
| CrowdStrike Holdings Inc | 3.8 | ||
| Abbott Laboratories | 3.4 | ||
| Palo Alto Networks Inc | 3.2 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Tyco International Ltd /Ber/ | 2.7 | ||
| Denali Holding Inc | 2.3 | ||
| Qualcomm Inc/DE | 2.1 | ||
| UnitedHealth Group Inc | 2.0 | ||
| Metropcs Communications Inc | 1.9 | ||
| VISA Inc | 1.7 | ||
| Thermo Fisher Scientific Inc | 1.7 | ||
| Allstate Corp | 1.6 | ||
| Advanced Micro Devices Inc | 1.5 | ||
| FPL Group Inc | 1.2 | ||
| McKesson Corp | 1.1 | ||
| Lilly Eli & Co | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 577 | 125.5 |
| (b) Individuals (high net worth individuals) | 123 | 335.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 50.2 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,484 | 511.9 |
| By Discretionary | ||
| Discretionary | 2,430 | 450.5 |
| Non-Discretionary | 54 | 61.3 |
| Total | 2,484 | 511.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 511.9 | |
| Total | 2,484 | 511.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002025409] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Modus Advisors LLC
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|
MN | 0.5 |
|
The Legacy Financial Group Inc
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OK | 0.5 |
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Fairvoy Private Wealth LLC
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AL | 0.5 |
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Palisade Investments LLC
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NV | 0.5 |
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Brophy Wealth Management LLC
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NH | 0.5 |
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Tannin Capital LLC
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NC | 0.5 |
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Integrity Advisory Solutions LLC
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TX | 0.5 |
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Diversified Financial Advisors LLC
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|
MO | 0.5 |
|
IMC Advisors LLC
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|
IN | 0.5 |
|
Helen Stephens Group LLC
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|
TX | 0.5 |