MIdWestOne Financial Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), MIdWestOne Financial Group, Inc. reported 282 stock positions worth $712.1 million. Its top holding was Midwestone Financial Group I (MOFG) at 16.7% of the portfolio, followed by Apple (AAPL, 4.8%) and Schwab US Large-Cap Value (SCHV, 4.1%). Compared with Q3 2024, it opened 10 new positions, sold out of 18, added to 61 and reduced 148. The biggest buy was a new position in Vanguard Long-Term Treasury (VGLT) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −23%).
- Most Recent 13F
- Q4 2025
- Location
- Iowa City, IA
- CIK
- 0001412665
- Portfolio Value
- $712.1M (Q4 2024)
- SEC Filing
- 0001420506-25-000631 ↗ filed Feb 18, 2025
Holdings Value
Holdings 282 stocks · $712.1M
| MOFG Midwestone Financial Group I | 16.74% | 4,093,192 | $119.2M | Reduce -1.7% |
| AAPL Apple Inc. | 4.81% | 136,721 | $34.2M | Reduce -1.0% |
| SCHV Schwab US Large-Cap Value | 4.13% | 1,127,228 | $29.4M | Add +0.5% |
| VONG Vanguard Russell 1000 Growth | 3.76% | 259,372 | $26.8M | Reduce -4.5% |
| VCLT Vanguard Long-Term Corp. Bond | 3.12% | 297,004 | $22.2M | Add +3.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.96% | 305,219 | $21.0M | Reduce -2.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.33% | 236,510 | $16.6M | Add +8.3% |
| MSFT Microsoft Corp. | 1.82% | 30,827 | $13.0M | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 1.79% | 131,577 | $12.7M | Reduce -9.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.45% | 132,194 | $10.3M | Reduce -23.1% |
| JPM JPMorgan Chase & Co. | 1.02% | 30,280 | $7.3M | Reduce -1.3% |
| JEPI JPMorgan Equity Premium Inco | 0.93% | 115,572 | $6.6M | Add +5.0% |
| ABBV Abbvie Inc. | 0.91% | 36,494 | $6.5M | Reduce -0.7% |
| HTLF Heartland Financial USA Inc. | 0.88% | 102,046 | $6.3M | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.88% | 26,903 | $6.2M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 0.76% | 9,207 | $5.4M | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.75% | 31,728 | $5.3M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.69% | 6,347 | $4.9M | No change |
| T AT&T Inc. | 0.68% | 212,148 | $4.8M | Reduce -7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 10,579 | $4.8M | Reduce -1.6% |
| UAL United Airlines Holdings Inc. | 0.66% | 48,738 | $4.7M | Reduce -9.3% |
| GOOG Alphabet Inc. Class C | 0.66% | 24,680 | $4.7M | Reduce -4.3% |
| ABT Abbott Laboratories | 0.64% | 40,580 | $4.6M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.64% | 7,820 | $4.6M | Add +3.4% |
| AMZN Amazon.com Inc. | 0.64% | 20,779 | $4.6M | Reduce -2.6% |
| MCK McKesson Corp. | 0.63% | 7,838 | $4.5M | Add +2.0% |
| MU Micron Technology Inc. | 0.62% | 52,688 | $4.4M | Add +1.2% |
| VGLT Vanguard Long-Term Treasury | 0.61% | 78,763 | $4.4M | New |
| URI United Rentals Inc. | 0.59% | 5,956 | $4.2M | Reduce -0.5% |
| ORCL Oracle Corp. | 0.58% | 24,968 | $4.2M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.58% | 38,410 | $4.1M | Add +2.0% |
| DE Deere & Co. | 0.58% | 9,750 | $4.1M | Reduce -0.4% |
| VCIT Vanguard Int-Term Corporate | 0.54% | 47,869 | $3.8M | Reduce -8.9% |
| IVV iShares Core S&P 500 ETF | 0.54% | 6,492 | $3.8M | Reduce -7.1% |
| GOOGL Alphabet Inc. Class A | 0.53% | 19,827 | $3.8M | Add +0.2% |
| PFF iShares Preferred & Income S | 0.53% | 119,005 | $3.7M | Reduce -10.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.52% | 49,361 | $3.7M | Add +4.0% |
| DIVO Amplify CWP Enhan Divid ETF | 0.52% | 91,120 | $3.7M | Reduce -3.7% |
| CVX Chevron Corp. | 0.48% | 23,356 | $3.4M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.47% | 22,948 | $3.3M | Reduce -0.7% |
| MLN Vaneck Long Muni ETF | 0.46% | 184,944 | $3.3M | Add +12.7% |
| AON Aon PLC Class A | 0.46% | 9,103 | $3.3M | No change |
| DAL Delta Air Lines Inc. | 0.46% | 53,747 | $3.3M | Reduce -6.9% |
| HD Home Depot Inc. | 0.45% | 8,321 | $3.2M | Reduce -2.9% |
| DIVB iShares Core Dividend ETF | 0.45% | 67,580 | $3.2M | Add +15.2% |
| MUB iShares National Muni Bond E | 0.45% | 29,833 | $3.2M | Reduce -7.5% |
| IEMG iShares Core MSCI Emerging | 0.44% | 60,198 | $3.1M | Reduce -1.3% |
| MET Metlife Inc. | 0.44% | 37,834 | $3.1M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 11,606 | $3.1M | No change |
| JAZZ Jazz Pharmaceuticals PLC | 0.42% | 24,347 | $3.0M | Add +10.3% |
| STZ Constellation Brands Inc. Class A | 0.42% | 13,555 | $3.0M | Add +35.1% |
| GPN Global Payments Inc. | 0.42% | 26,544 | $3.0M | Add +5.5% |
| SMB Vaneck Short Muni ETF | 0.41% | 171,171 | $2.9M | Add +21.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.41% | 87,231 | $2.9M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.41% | 20,723 | $2.9M | Reduce -21.4% |
| LNT Alliant Energy Corp. | 0.40% | 48,700 | $2.9M | No change |
| CAT Caterpillar Inc. | 0.40% | 7,919 | $2.9M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.40% | 26,885 | $2.9M | Add +7.3% |
| LDOS Leidos Holdings Inc. | 0.40% | 19,841 | $2.9M | Add +47.8% |
| V Visa Inc. Class A | 0.40% | 9,004 | $2.8M | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 0.39% | 5,183 | $2.8M | Reduce -10.8% |
| GGG Graco Inc. | 0.39% | 33,045 | $2.8M | No change |
| CSCO Cisco Systems Inc. | 0.39% | 46,663 | $2.8M | Reduce -1.3% |
| WMT Walmart Inc. | 0.36% | 28,689 | $2.6M | Reduce -4.8% |
| VZ Verizon Communications Inc. | 0.35% | 62,251 | $2.5M | Add +11.6% |
| BCS Barclays PLC-Spons ADR | 0.34% | 183,981 | $2.4M | Add +2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 4,654 | $2.4M | Add +1.1% |
| UTHR United Therapeutics Corp. | 0.34% | 6,847 | $2.4M | Add +23.2% |
| GM General Motors Co. | 0.33% | 44,644 | $2.4M | Reduce -2.1% |
| M Macy's Inc. | 0.32% | 135,646 | $2.3M | Add +14.5% |
| CRM Salesforce Inc. | 0.32% | 6,849 | $2.3M | Reduce -5.5% |
| WAL Western Alliance Bancorp | 0.31% | 26,646 | $2.2M | Add +0.6% |
| VTRS Viatris Inc. | 0.31% | 176,826 | $2.2M | Add +35.1% |
| ALL Allstate Corp. | 0.31% | 11,416 | $2.2M | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 9,790 | $2.2M | No change |
| JPLD JPMorgan Ltd. Duration ETF | 0.29% | 40,444 | $2.1M | Reduce -1.4% |
| SIG Signet Jewelers Ltd. | 0.28% | 24,372 | $2.0M | Add +22.3% |
| EMB iShares JP Morgan Usd Emergi | 0.27% | 21,943 | $2.0M | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 3,700 | $1.9M | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 7,758 | $1.9M | Reduce -1.3% |
| MBB iShares MBS ETF | 0.26% | 19,882 | $1.8M | Reduce -3.4% |
| NRG NRG Energy Inc. | 0.26% | 20,196 | $1.8M | Add +67.1% |
| UNH Unitedhealth Group Inc. | 0.25% | 3,588 | $1.8M | Reduce -2.4% |
| SCHF Schwab Intl Equity ETF | 0.25% | 97,358 | $1.8M | Reduce -22.7% |
| CCL Carnival Corp. | 0.25% | 72,033 | $1.8M | Reduce -25.3% |
| COST Costco Wholesale Corp. | 0.25% | 1,936 | $1.8M | Reduce -5.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 6,976 | $1.8M | Reduce -1.1% |
| BA The Boeing Co. | 0.25% | 9,960 | $1.8M | Reduce -3.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 10,474 | $1.7M | Add +2.0% |
| PEP Pepsico Inc. | 0.23% | 11,001 | $1.7M | Reduce -0.6% |
| DOC Healthpeak Properties Inc. | 0.23% | 82,295 | $1.7M | Add +20.0% |
| SMMD iShares Russell 2500 ETF | 0.23% | 24,342 | $1.7M | Add +16.3% |
| HNI Hni Corp. | 0.23% | 32,214 | $1.6M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.23% | 18,191 | $1.6M | Reduce -2.9% |
| TSLA Tesla Inc. | 0.22% | 3,961 | $1.6M | Add +11.2% |
| EMR Emerson Electric Co. | 0.22% | 12,882 | $1.6M | Reduce -3.0% |
| INTC Intel Corp. | 0.22% | 79,238 | $1.6M | Reduce -7.4% |
| SHEL Shell PLC-ADR | 0.22% | 25,266 | $1.6M | Add +126.7% |
| PM Philip Morris International | 0.22% | 12,855 | $1.5M | No change |
| BMY Bristol-Myers Squibb Co. | 0.21% | 27,060 | $1.5M | Reduce -2.7% |
Portfolio Sells Q3 2024 → Q4 2024
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -23.1% | 1.45% | −0.44 |
| AGG iShares Core U.S. Aggregate | Reduce -9.7% | 1.79% | −0.25 |
| SGRY Surgery Partners Inc. | Reduce -61.9% | 0.08% | −0.24 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.24 |
| AES AES Corp. | Reduce -47.5% | 0.09% | −0.18 |
| ARE Alexandria Real Estate Equit | Reduce -66.5% | 0.06% | −0.15 |
| SDY SS SPDR S&P Dividend ETF | Reduce -60.8% | 0.09% | −0.15 |
| CZR Caesars Entertainment Inc. | Reduce -41.9% | 0.11% | −0.13 |
| CLF Cleveland-Cliffs Inc. | Reduce -40.8% | 0.10% | −0.13 |
| SCHF Schwab Intl Equity ETF | Reduce -22.7% | 0.25% | −0.10 |
| VGIT Vanguard Intermediate-Term T | Reduce -38.8% | 0.15% | −0.10 |
| DCI Donaldson Co. Inc. | Reduce -45.1% | 0.10% | −0.09 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.91% | −0.09 |
| BG Bunge Global SA | Reduce -15.7% | 0.18% | −0.08 |
| PFF iShares Preferred & Income S | Reduce -10.1% | 0.53% | −0.08 |
| URI United Rentals Inc. | Reduce -0.5% | 0.59% | −0.08 |
| IUSG iShares Core S&P U.S. Growth | Reduce -21.4% | 0.41% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -12.5% | 0.21% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Reduce -8.9% | 0.54% | −0.07 |
| OTEX Open Text Corp. | Reduce -13.2% | 0.19% | −0.06 |
| IAT iShares US Regional Banks Et | Reduce -50.3% | 0.07% | −0.06 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -56.3% | 0.05% | −0.06 |
| CVE Cenovus Energy Inc. | Reduce -52.7% | 0.05% | −0.06 |
| INTC Intel Corp. | Reduce -7.4% | 0.22% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.47% | −0.05 |
| DIS The Walt Disney Co. | Reduce -39.4% | 0.12% | −0.05 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.05 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.05 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -1.3% | 0.44% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -2.4% | 0.25% | −0.04 |
| CEG Constellation Energy | Reduce -15.3% | 0.12% | −0.04 |
| BP BP PLC-Spons ADR | Reduce -37.5% | 0.06% | −0.04 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.04 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -7.5% | 0.45% | −0.04 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.03 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.03 |
| AMT American Tower Corp. | Reduce -3.1% | 0.12% | −0.03 |
| OMC Omnicom Group | Sold out | 0.00% | −0.03 |
| SNY Sanofi-ADR | Reduce -1.7% | 0.17% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -10.8% | 0.39% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -25.9% | 0.09% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -3.0% | 0.12% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.03 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -5.5% | 0.12% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| VGLT Vanguard Long-Term Treasury | New | 0.61% | +0.61 |
| LTPZ PIMCO 15+ YR US Tips Indx | New | 0.14% | +0.14 |
| SVIX -1X Short Vix Futures ETF | New | 0.14% | +0.14 |
| SHEL Shell PLC-ADR | Add +126.7% | 0.22% | +0.12 |
| SCHD Schwab US DVD Equity ETF | New | 0.12% | +0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +348.0% | 0.14% | +0.11 |
| NRG NRG Energy Inc. | Add +67.1% | 0.26% | +0.10 |
| MCK McKesson Corp. | Add +2.0% | 0.63% | +0.10 |
| VALE Vale SA-SP ADR | New | 0.10% | +0.10 |
| LDOS Leidos Holdings Inc. | Add +47.8% | 0.40% | +0.10 |
| VTRS Viatris Inc. | Add +35.1% | 0.31% | +0.10 |
| TSLA Tesla Inc. | Add +11.2% | 0.22% | +0.10 |
| JAZZ Jazz Pharmaceuticals PLC | Add +10.3% | 0.42% | +0.08 |
| SPG Simon Property Group Inc. | Add +48.9% | 0.21% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.53% | +0.07 |
| SMB Vaneck Short Muni ETF | Add +21.0% | 0.41% | +0.07 |
| M Macy's Inc. | Add +14.5% | 0.32% | +0.07 |
| UTHR United Therapeutics Corp. | Add +23.2% | 0.34% | +0.06 |
| STZ Constellation Brands Inc. Class A | Add +35.1% | 0.42% | +0.06 |
| GPN Global Payments Inc. | Add +5.5% | 0.42% | +0.06 |
| DIVB iShares Core Dividend ETF | Add +15.2% | 0.45% | +0.06 |
| C Citigroup Inc. | Add +127.0% | 0.09% | +0.06 |
| MLN Vaneck Long Muni ETF | Add +12.7% | 0.46% | +0.05 |
| PZA Invesco National Amt-Free Mu | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.4% | 0.64% | +0.04 |
| BCS Barclays PLC-Spons ADR | Add +2.1% | 0.34% | +0.04 |
| PH Parker Hannifin Corp. | New | 0.04% | +0.04 |
| VTWV Vanguard Russell 2000 Value | Add +33.3% | 0.16% | +0.04 |
| EQT Eqt Corp. | Add +6.6% | 0.15% | +0.04 |
| SMMD iShares Russell 2500 ETF | Add +16.3% | 0.23% | +0.04 |
| PFFD Global X US Preferred ETF | New | 0.03% | +0.03 |
| VTWG Vanguard Russell 2000 Growth | Add +27.7% | 0.14% | +0.03 |
| BBY Best Buy Co. Inc. | New | 0.03% | +0.03 |
| IQV Iqvia Holdings Inc. | Add +42.2% | 0.19% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +5.0% | 0.93% | +0.03 |
| MSFT Microsoft Corp. | Add +1.6% | 1.82% | +0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +18.7% | 0.15% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 0.27% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +20.2% | 0.09% | +0.02 |
| FANG Diamondback Energy Inc. | Add +46.6% | 0.07% | +0.02 |
| AMD Advanced Micro Devices | Add +123.1% | 0.05% | +0.02 |
| CMI Cummins Inc. | Add +5.8% | 0.13% | +0.02 |
| DOC Healthpeak Properties Inc. | Add +20.0% | 0.23% | +0.02 |
| BAC Bank of America Corp. | Add +1.5% | 0.12% | +0.02 |
| GAB Gabelli Equity Trust | New | 0.01% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +7.3% | 0.40% | +0.01 |
| REET iShares Global REIT ETF | Add +16.4% | 0.18% | +0.01 |
| MET Metlife Inc. | Add +0.5% | 0.44% | +0.01 |
| VZ Verizon Communications Inc. | Add +11.6% | 0.35% | +0.00 |
| BND Vanguard Total Bond Market | Add +11.3% | 0.04% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 305 | $900.5M | MOFG, SCHV, AAPL, VONG, SPYM |
| Q3 2025 | 302 | $823.4M | MOFG, AAPL, SCHV, VONG, SPYM |
| Q2 2025 | 296 | $770.2M | MOFG, SCHV, VONG, AAPL, SPYM |
| Q1 2025 | 280 | $704.1M | MOFG, SCHV, AAPL, VONG, VCLT |
| Q4 2024 | 282 | $712.1M | MOFG, AAPL, SCHV, VONG, VCLT |
| Q3 2024 | 290 | $724.6M | MOFG, AAPL, SCHV, VONG, VCLT |
| Q2 2024 | 286 | $554.6M | MOFG, AAPL, MSFT, VONG, VCLT |
| Q1 2024 | 291 | $556.6M | MOFG, AAPL, MSFT, VCLT, ABBV |