Midwest Wealth Management Inc.

13F Filings History

Latest 13F report
Q1 2022 - May 25, 2022
Value $
$165M
Signature - Title
Gregory T. Shields - President
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Midwest Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Midwest Wealth Management Inc. reported 102 stock holdings with total value $165M as of Q1 2022. Top holdings included AAPL, MPWR, NVDA, AVGO, and UNH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2022 102 $165M +$14.9M -$831K +$14.1M AAPL, MPWR, NVDA, AVGO, UNH 13F-HR 5/25/2022, 04:28 PM
Q4 2021 93 $160M +$10.9M -$6.7M +$4.19M AAPL, MPWR, NVDA, AVGO, MANH 13F-HR 1/20/2022, 11:15 AM
Q3 2021 98 $145M +$14.2M -$5.48M +$8.77M MPWR, AAPL, MANH, ADBE, PYPL 13F-HR 11/12/2021, 11:55 AM
Q2 2021 97 $140M +$9.73M -$2.71M +$7.02M AAPL, PYPL, ADBE, XLK, MPWR 13F-HR 8/11/2021, 03:53 PM
Q1 2021 90 $123M +$9.72M -$3.88M +$5.84M AAPL, MPWR, XLK, PYPL, DIS 13F-HR 5/7/2021, 06:23 AM
Q4 2020 93 $109M $0 $0 AAPL, MPWR, XLK, PYPL, NKE 13F-HR 2/11/2021, 07:51 PM