$173 Million is the total value of Midwest Wealth Management Inc.'s 275 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AR | New | ANTERO RESOURCES CORP COMstock | $3,173,000 | – | 103,932 | +100.0% | 1.93% | – |
| APA | New | APA CORPORATION COMstock | $2,801,000 | – | 67,763 | +100.0% | 1.70% | – |
| CHK | New | CHESAPEAKE ENERGY CORP COMstock | $415,000 | – | 4,773 | +100.0% | 0.25% | – |
| WLK | New | WESTLAKE CORPORATION COMstock | $373,000 | – | 3,023 | +100.0% | 0.23% | – |
| WSR | New | WHITESTONE REIT COMreit | $365,000 | – | 27,515 | +100.0% | 0.22% | – |
| VVV | New | VALVOLINE INC COMstock | $295,000 | – | 9,348 | +100.0% | 0.18% | – |
| PHM | New | PULTE GROUP INC COMstock | $261,000 | – | 6,238 | +100.0% | 0.16% | – |
| New | APOLLO GLOBAL MGMT INC COMstock | $249,000 | – | 4,023 | +100.0% | 0.15% | – | |
| EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $206,000 | – | 7,966 | +100.0% | 0.12% | – |
| AVGOP | New | BROADCOM INC 8 MCNV PFD SR Aconvertible preferred | $202,000 | – | 103 | +100.0% | 0.12% | – |
| BIZD | New | VANECK BDC INCOME ETFetf | $180,000 | – | 10,056 | +100.0% | 0.11% | – |
| New | PRESIDIO PPTY TR INC WT EXP 012427reit | $3,000 | – | 14,923 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-25
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.