Midwest Wealth Management
Latest statistics and disclosures from Midwest Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MPWR, NVDA, AVGO, UNH, and represent 12.19% of Midwest Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AR, APA, CHK, WLK, WSR, VVV, PHM, APO, EPD, AVGOP.
- Started 12 new stock positions in APA, VVV, Presidio Property 27 Wtf, EPD, BIZD, PHM, WSR, CHK, WLK, AVGOP. APO, AR.
- Reduced shares in these 10 stocks: Appollo Global Mgmt Inc Cl A, PG, , XLK, EXAS, SPIP, SPTS, BIL, SQFT, OSTK.
- Sold out of its positions in Appollo Global Mgmt Inc Cl A, IEFA, PG.
- Midwest Wealth Management was a net buyer of stock by $14M.
- Midwest Wealth Management has $165M in assets under management (AUM), dropping by 3.05%.
- Central Index Key (CIK): 0001844894
Tip: Access up to 7 years of quarterly data
Positions held by Midwest Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 | |
Setup an alertMidwest Wealth Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
| 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
- Midwest Wealth Management 2022 Q1 filed May 25, 2022
- Midwest Wealth Management 2021 Q4 filed Jan. 20, 2022
- Midwest Wealth Management 2021 Q3 filed Nov. 12, 2021
- Midwest Wealth Management 2021 Q2 filed Aug. 11, 2021
- Midwest Wealth Management 2021 Q1 filed May 7, 2021
- Midwest Wealth Management 2020 Q4 filed Feb. 12, 2021