Johnson Midwest Financial, LLC
Q3 2023 13F Holdings
- Locationglidden, IA
- Num holdings
376
- Value ($000)
$44,704
- Date Filed11/07/2023
- Form type13F-HR
- CIK0001732399
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.93M | 13 % | 13,874 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.52M | 10 % | 12,615 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $4.24M | 10 % | 12,647 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $3.86M | 9 % | 25,077 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $3.57M | 8 % | 52,113 | ||
AAPL APPLE INC | COM | 037833100 | $1.72M | 4 % | 10,039 | ||
FSK FS KKR CAP CORP | COM | 302635206 | $1.46M | 3 % | 74,350 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $1.36M | 3 % | 3,873 | ||
WMT WALMART INC | COM | 931142103 | $794.75K | 2 % | 4,969 | ||
PG4 PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | $683.83K | 2 % | 9,488 |
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