$123 Million is the total value of Midwest Wealth Management Inc.'s 90 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KIDS | ORTHOPEDIATRICS CORP COMstock | $973,000 | +18.2% | 19,961 | 0.0% | 0.79% | +5.2% | |
| NEAR | BLACKROCK SHORT MATURITY BOND ETFetf | $452,000 | 0.0% | 9,000 | 0.0% | 0.37% | -11.1% | |
| QQQ | INVESCO QQQ TRUSTetf | $298,000 | +1.7% | 934 | 0.0% | 0.24% | -9.7% | |
| AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $71,000 | +26.8% | 11,445 | 0.0% | 0.06% | +13.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SEMPRA COM | 6 | Q1 2022 | 3.2% |
| MONOLITHIC PWR SYS INC COM | 6 | Q1 2022 | 3.1% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 6 | Q1 2022 | 2.8% |
| BAXTER INTL INC COM | 6 | Q1 2022 | 2.5% |
| MANHATTAN ASSOCS INC COM | 6 | Q1 2022 | 2.4% |
| ORTHOPEDIATRICS CORP COM | 6 | Q1 2022 | 2.4% |
| SPDR S&P 500 ETF | 6 | Q1 2022 | 2.5% |
| NVIDIA CORPORATION COM | 6 | Q1 2022 | 2.5% |
| PAYPAL HLDGS INC COM | 6 | Q1 2022 | 2.6% |
| UNITEDHEALTH GROUP INC COM | 6 | Q1 2022 | 2.1% |
View Midwest Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-25 |
| 13F-HR | 2022-01-20 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-11 |
| 13F-HR | 2021-05-07 |
| 13F-HR | 2021-02-12 |
View Midwest Wealth Management Inc.'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.