$142 Million is the total value of Midwest Wealth Management Inc.'s 98 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KIDS | ORTHOPEDIATRICS CORP COMstock | $1,261,000 | +29.6% | 19,961 | 0.0% | 0.90% | +13.8% | |
| NEAR | BLACKROCK SHORT MATURITY BOND ETFetf | $451,000 | -0.2% | 9,000 | 0.0% | 0.32% | -12.3% | |
| QQQ | INVESCO QQQ TRUSTetf | $331,000 | +11.1% | 934 | 0.0% | 0.24% | -2.5% | |
| ANTM | ANTHEM INC COMstock | $265,000 | +6.4% | 694 | 0.0% | 0.19% | -6.4% | |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $228,000 | 0.0% | 2,692 | 0.0% | 0.16% | -11.9% | |
| AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $50,000 | -29.6% | 11,445 | 0.0% | 0.04% | -37.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-11
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.