MW
Midwest Wealth Management Inc. Historical SEC 13F Holdings & Archive (Q1 2022)
Midwest Wealth Management Inc.CIK: 0001844894
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$164.8M
Reporting period: 2022-03-31 · Number of holdings: 102
Midwest Wealth Management Inc. disclosed 102 holdings in its latest 13F filing for the period ending 2022-03-31, with total reported value of $164.8M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 5.48
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 72.22
- Diversification
- 100
- Sizing Uniformity
- 93.66
Midwest Wealth Management Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.014 — mathematically equivalent to about 73 equally-sized positions, close to its 102 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.63), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 39% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.00% | — | +2.56% | |
| 2 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 2.48% | — | +2.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | — | +1.37% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.27% | — | +2.73% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.14% | — | +2.02% | |
| 6 | DVN | Devon Energy CORP | Stock-Energy | 2.09% | — | +0.76% | |
| 7 | MANH | Manhattan Associates Inc | Stock-Tech | 1.96% | — | +2.91% | |
| 8 | AR | Antero Resources CORP | Stock-Energy | 1.93% | — | — | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.87% | — | -1.68% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 1.73% | — | +4.13% | |
| 11 | APA | Apa CORP | Stock-Energy | 1.70% | — | — | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.66% | — | +3.31% | |
| 13 | HAL | Halliburton Co | Stock-Energy | 1.65% | — | +4.77% | |
| 14 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.63% | — | +2.52% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.60% | — | +3.11% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | — | +3.12% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | — | +2.18% | |
| 18 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 1.45% | — | +2.95% | |
| 19 | COP | Conocophillips | Stock-Energy | 1.39% | — | +5.86% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | — | +6.58% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.38% | — | +3.06% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.37% | — | +2.75% | |
| 23 | OKE | Oneok Inc | Stock-Energy | 1.36% | — | +2.67% | |
| 24 | CALY | Callaway Golf Company | Stock-Other | 1.34% | — | +5.34% | |
| 25 | OMF | Onemain Holdings Inc | Stock-Financials | 1.32% | — | +3.82% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 1.32% | — | +3.04% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 1.31% | — | +3.90% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | — | +4.65% | |
| 29 | CFG | Citizens Financial Group | Stock-Financials | 1.29% | — | +4.50% | |
| 30 | CZR | Caesars Entertainment Inc | Stock-Consumer Disc | 1.29% | — | +5.13% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 1.27% | — | +3.06% | |
| 32 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.26% | — | +5.48% | |
| 33 | KKR | Kkr & Co Inc | Stock-Financials | 1.24% | — | +2.33% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 1.21% | — | +6.31% | |
| 35 | ARCC | Ares Capital CORP | Stock-Financials | 1.20% | — | +4.21% | |
| 36 | NVST | Envista Holdings CORP | Stock-Healthcare | 1.20% | — | +6.58% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 1.19% | — | +5.62% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 1.17% | — | +5.42% | |
| 39 | MAIN | Main Street Capital CORP | Stock-Financials | 1.15% | — | +3.54% | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.15% | — | +6.63% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 1.12% | — | +4.11% | |
| 42 | AON | Aon plc | Stock-Financials | 1.10% | — | +4.65% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.09% | — | +4.24% | |
| 44 | HBAN | Huntington Bancshares Inc | Stock-Financials | 1.09% | — | +8.71% | |
| 45 | XPO | Xpo Inc | Stock-Industrials | 1.07% | — | +5.10% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 1.05% | — | +4.66% | |
| 47 | FE | Firstenergy CORP | Stock-Utilities | 1.05% | — | +4.13% | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 1.05% | — | +6.75% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 1.04% | — | +5.23% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 1.04% | — | +4.69% |
1–50 of 102
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Midwest Wealth Management Inc. and what type of investor is it?
Midwest Wealth Management Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-03-31), the firm manages a tracked equity portfolio valued at approximately $164.8M, spread across 102 disclosed positions.
What are Midwest Wealth Management Inc.'s largest equity positions?
Based on the latest 13F filing, Midwest Wealth Management Inc.'s top holdings by market value are:
1. Apple Inc (AAPL) — $4.9M (3.0%)
2. Monolithic Power Systems Inc (MPWR) — $4.1M (2.5%)
3. Nvidia CORP (NVDA) — $3.8M (2.3%)
4. Broadcom Inc (AVGO) — $3.7M (2.3%)
5. Unitedhealth Group Inc (UNH) — $3.5M (2.1%)
What changes did Midwest Wealth Management Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Midwest Wealth Management Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Midwest Wealth Management Inc. focus on?
Midwest Wealth Management Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.8%
• Health Care: 19.0%
• Financials: 14.9%
• Consumer Discretionary: 13.5%
• Industrials: 5.8%
• Energy: 3.5%
Investment Profile
Midwest Wealth Management Inc.'s portfolio is broadly diversified and long-term-holding, with 39.8% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 19 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its DVN position over the past two quarters (+$1.5M, now $3.4M), while trimming PYPL over the same stretch (-$1.6M, still holding $1.4M).
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Developer Access
Access Midwest Wealth Management Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/midwest-wealth-management-incCLI
npx alphasmo institutions get midwest-wealth-management-inc