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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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