Midwest Wealth Management

Latest statistics and disclosures from Midwest Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Midwest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Midwest Wealth Management

Companies in the Midwest Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 3.0 $4.9M +2% 28k 174.60
Monolithic Pwr Sys Stock (MPWR) 2.5 $4.1M +2% 8.4k 485.63
Nvidia Corporation Stock (NVDA) 2.3 $3.8M 14k 272.85
Broadcom Stock (AVGO) 2.3 $3.7M +2% 5.9k 629.75
Unitedhealth Group Stock (UNH) 2.1 $3.5M +2% 6.9k 509.92
Devon Energy Corp Stock (DVN) 2.1 $3.4M 58k 59.12
Manhattan Associates Stock (MANH) 2.0 $3.2M +2% 23k 138.70
Antero Resources Corp Stock (AR) 1.9 $3.2M NEW 104k 30.53
Technology Select Sector Spdr Fund Etf (XLK) 1.9 $3.1M 19k 158.95
Adobe Systems Incorporated Stock (ADBE) 1.7 $2.9M +4% 6.3k 455.56
Apa Corporation Stock (APA) 1.7 $2.8M NEW 68k 41.34
Lowes Cos Stock (LOW) 1.7 $2.7M +3% 14k 202.18
Halliburton Stock (HAL) 1.6 $2.7M +4% 72k 37.87
Nike Inc Cl B Stock (NKE) 1.6 $2.7M +2% 20k 134.58

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Thermo Fisher Scientific Stock (TMO) 1.6 $2.6M +3% 4.5k 590.60
Visa Inc Com Cl A Stock (V) 1.5 $2.5M +3% 11k 221.79
Microsoft Corp Stock (MSFT) 1.5 $2.4M +2% 7.9k 308.34
Eaton Vance Enhanced Equity In Cef (EOS) 1.5 $2.4M +2% 114k 21.00
Conocophillips Stock (COP) 1.4 $2.3M +5% 23k 100.01
Johnson & Johnson Stock (JNJ) 1.4 $2.3M +6% 13k 177.20
Disney Walt Stock (DIS) 1.4 $2.3M +3% 17k 137.14
Advanced Micro Devices Stock (AMD) 1.4 $2.3M +2% 21k 109.33
Oneok Stock (OKE) 1.4 $2.2M +2% 32k 70.64
Callaway Golf Stock (ELY) 1.3 $2.2M +5% 94k 23.42
Onemain Hldgs Stock (OMF) 1.3 $2.2M +3% 46k 47.42
Williams Cos Stock (WMB) 1.3 $2.2M +3% 65k 33.41
Prologis Reit (PLD) 1.3 $2.2M +3% 13k 161.50
Jpmorgan Chase & Co Stock (JPM) 1.3 $2.1M +4% 16k 136.30
Citizens Finl Group Stock (CFG) 1.3 $2.1M +4% 47k 45.33
Caesars Entertainment Stock (CZR) 1.3 $2.1M +5% 28k 77.35
Applied Matls Stock (AMAT) 1.3 $2.1M +3% 16k 131.80
Fs Kkr Cap Corp Cef (FSK) 1.3 $2.1M +5% 91k 22.82
Kkr & Co Stock (KKR) 1.2 $2.1M +2% 35k 58.46
Honeywell Intl Stock (HON) 1.2 $2.0M +6% 10k 194.55
Ares Capital Corp Cef (ARCC) 1.2 $2.0M +4% 94k 20.95
Envista Holdings Corporation Stock (NVST) 1.2 $2.0M +6% 41k 48.72
Eaton Corp Stock (ETN) 1.2 $2.0M +5% 13k 151.78
Salesforce Stock (CRM) 1.2 $1.9M +5% 9.0k 212.31
Main Str Cap Corp Cef (MAIN) 1.1 $1.9M +3% 44k 42.63
Boston Scientific Corp Stock (BSX) 1.1 $1.9M +6% 43k 44.29
Parker-hannifin Corp Stock (PH) 1.1 $1.8M +4% 6.5k 283.81
Aon Plc Shs Cl A Stock (AON) 1.1 $1.8M +4% 5.6k 325.69
Starbucks Corp Stock (SBUX) 1.1 $1.8M +4% 20k 90.98
Huntington Bancshares Stock (HBAN) 1.1 $1.8M +8% 123k 14.62
Xpo Logistics Stock (XPO) 1.1 $1.8M +5% 24k 72.80
Zoetis Inc Cl A Stock (ZTS) 1.1 $1.7M +4% 9.2k 188.54
Firstenergy Corp Stock (FE) 1.1 $1.7M +4% 38k 45.86
Pnc Finl Svcs Group Stock (PNC) 1.0 $1.7M +6% 9.3k 184.44
Stryker Corporation Stock (SYK) 1.0 $1.7M +5% 6.4k 267.37
Boeing Stock (BA) 1.0 $1.7M +4% 8.9k 191.55
Gxo Logistics Incorporated Stock (GXO) 1.0 $1.7M +5% 24k 71.34
Electronic Arts Stock (EA) 1.0 $1.7M +8% 13k 126.51
Elanco Animal Health Stock (ELAN) 1.0 $1.6M +10% 63k 26.09
Sempra Stock (SRE) 1.0 $1.6M +5% 9.7k 168.08
Micron Technology Stock (MU) 1.0 $1.6M +3% 21k 77.89
Vici Pptys Reit (VICI) 1.0 $1.6M +4% 56k 28.46
Medtronic Stock (MDT) 1.0 $1.6M +7% 14k 110.96
Evergy Stock (EVRG) 1.0 $1.6M +4% 23k 68.33
Bristol-myers Squibb Stock (BMY) 1.0 $1.6M +11% 22k 73.01
Olin Corp Com Par $1 Stock (OLN) 0.9 $1.6M +6% 30k 52.27
Dte Energy Stock (DTE) 0.9 $1.5M +6% 12k 132.24
Manulife Finl Corp Stock (MFC) 0.9 $1.5M +4% 71k 21.34
Atricure Stock (ATRC) 0.9 $1.5M +4% 23k 65.66
Ladder Cap Corp Cl A Reit (LADR) 0.9 $1.5M +6% 124k 11.87
Weyerhaeuser Co Mtn Be Reit (WY) 0.9 $1.5M +4% 39k 37.89
Hilton Worldwide Hldgs Stock (HLT) 0.9 $1.5M +4% 9.6k 151.70
Paypal Hldgs Stock (PYPL) 0.9 $1.4M 12k 115.67
First Amern Finl Corp Stock (FAF) 0.8 $1.4M +5% 21k 64.83
New Residential Invt Corp Reit (NRZ) 0.8 $1.3M +8% 120k 10.98
Mgic Invt Corp Wis Stock (MTG) 0.8 $1.3M +2% 96k 13.55
Healthcare Tr Amer Inc Cl A Reit (HTA) 0.8 $1.3M +7% 41k 31.33
Community Healthcare Tr Reit (CHCT) 0.7 $1.2M 28k 42.21
Citigroup Stock (C) 0.7 $1.2M +7% 22k 53.38
D R Horton Stock (DHI) 0.7 $1.1M +6% 15k 74.51
Orthopediatrics Corp Stock (KIDS) 0.6 $1.1M 20k 54.01
Overstock Com Inc Del Stock (OSTK) 0.4 $653k 15k 43.99
Invesco Qqq Trust Etf (QQQ) 0.3 $501k +16% 1.4k 362.52
Chesapeake Energy Corp Stock (CHK) 0.3 $415k NEW 4.8k 86.95
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $401k +5% 2.2k 184.88
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $388k +100% 7.2k 53.80
Blackstone Stock (BX) 0.2 $385k 3.0k 126.94
Westlake Corporation Stock (WLK) 0.2 $373k NEW 3.0k 123.39
Whitestone Reit Reit (WSR) 0.2 $365k NEW 28k 13.27
Spdr Portfolio Tips Etf Etf (SPIP) 0.2 $352k -4% 12k 30.26
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.2 $331k -2% 11k 29.67
Anthem Stock (ANTM) 0.2 $319k 650.00 490.77
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $318k 3.5k 91.38
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $297k 6.0k 49.50
Valvoline Stock (VVV) 0.2 $295k NEW 9.3k 31.56
American Elec Pwr Stock (AEP) 0.2 $269k 2.7k 99.93
Alerian Mlp Etf Etf (AMLP) 0.2 $261k 6.8k 38.30
Pulte Group Stock (PHM) 0.2 $261k NEW 6.2k 41.84
Apollo Global Mgmt Stock (APO) 0.2 $249k NEW 4.0k 61.89
Exact Sciences Corp Stock (EXAS) 0.1 $231k -14% 3.3k 69.94
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $221k +100% 4.1k 53.41
Enterprise Prods Partners Stock (EPD) 0.1 $206k NEW 8.0k 25.86
Broadcom Inc 8 Mcnv Pfd Sr A Convertible Preferred (AVGOP) 0.1 $202k NEW 103.00 1961.16
Vaneck Bdc Income Etf Etf (BIZD) 0.1 $180k NEW 10k 17.90
Braemar Hotels & Resorts Reit (BHR) 0.1 $89k 14k 6.18
Presidio Ppty Tr Inc Com Cl A Reit (SQFT) 0.0 $50k -9% 14k 3.70
Amarin Corp Plc Spons Adr (AMRN) 0.0 $38k 11k 3.32
Presidio Ppty Tr Inc Wt Exp 012427 Reit 0.0 $3.0k NEW 15k 0.20

Past Filings by Midwest Wealth Management

SEC 13F filings are viewable for Midwest Wealth Management going back to 2020