StockDriftsStockDriftsTop 50 Johnson Midwest Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 13.27% | 13.9K | $5.9M | -57.99%(-19.15K) | — | 2023-09-30 | |
| QQQ | INVESCO QQQ TR | 10.11% | 12.6K | $4.5M | -68.38%(-27.27K) | — | 2023-09-30 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 9.48% | 12.6K | $4.2M | -70.25%(-29.87K) | — | 2023-09-30 | |
| IVE | ISHARES TR | 8.63% | 25.1K | $3.9M | -72.58%(-66.37K) | — | 2023-09-30 | |
| IVW | ISHARES TR | 7.98% | 52.1K | $3.6M | -75.19%(-157.97K) | — | 2023-09-30 | |
| AAPL | APPLE INC | 3.84% | 10.0K | $1.7M | +1.30%(+129) | — | 2023-09-30 | |
| FSK | FS KKR CAP CORP | 3.27% | 74.3K | $1.5M | -2.52%(-1.92K) | — | 2023-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.03% | 3.9K | $1.4M | +0.52%(+20) | — | 2023-09-30 | |
| WMT | WALMART INC | 1.78% | 5.0K | $795K | +0.00%(+0) | — | 2023-09-30 | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 1.53% | 9.5K | $684K | +0.00%(+0) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Johnson Midwest Financial, Llc reports $44.70M in US-listed equity holdings across 376 positions in its most recent 13F filing. Its largest disclosed positions are SPY (13.3%), QQQ (10.1%) and DIA (9.5%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Johnson Midwest Financial, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1732399). View Johnson Midwest Financial, Llc’s 13F filings on SEC