Johnson Midwest Financial, LLC has filed its 13F form on November 07, 2023 for Q3 2023 where it was disclosed a total value porftolio of $44.1 Million distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.93M, Invesco Qqq Trust, Series 1 with a value of $4.52M, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.24M, Ishares S&P 500 Value ETF with a value of $3.86M, and Ishares S&P 500 Growth ETF with a value of $3.57M.
Examining the 13F form we can see an decrease of $68M in the current position value, from $112M to 44.1M.
Below you can find more details about Johnson Midwest Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$44.1 Million
ETFs: $22.9 Million
Financial Services: $5.87 Million
Technology: $3.3 Million
Utilities: $3.13 Million
Consumer Defensive: $1.83 Million
Consumer Cyclical: $1.69 Million
Industrials: $1.23 Million
Real Estate: $1.15 Million
Other: $2.94 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions