Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 22.3% |
SPDR DOW JONES INDL AVERAGE | 12 | Q3 2023 | 16.5% |
APPLE INC | 12 | Q3 2023 | 5.4% |
BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 4.5% |
NEXTERA ENERGY INC | 12 | Q3 2023 | 3.4% |
ALLIANT ENERGY CORP | 12 | Q3 2023 | 2.8% |
WALMART INC | 12 | Q3 2023 | 2.6% |
MCDONALDS CORP | 12 | Q3 2023 | 2.0% |
TYSON FOODS INC | 12 | Q3 2023 | 1.8% |
META PLATFORMS INC | 12 | Q3 2023 | 1.2% |
View Johnson Midwest Financial, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-07 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-19 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-26 |
13F-HR | 2021-10-08 |
13F-HR | 2021-07-16 |
View Johnson Midwest Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.