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Gery Sadzewicz

@Midwest Professional Planners, Ltd.

Latest period2024 - Q3ReportedManaged Assets$327.101MTotal holdings154
Assets growth rate9.32%Assets growth rate (2-Q avg)7.15%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Midwest Professional Planners, Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Midwest Professional Planners, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 327.101M in assets, with a quarterly growth rate of 9.32% and a 2-quarter average growth rate of 7.15%. The portfolio is managed by Gery Sadzewicz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -9.56%
14.52%
$47.481M
82,753 shares@ $573.77 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.16%
4.01%
$13.11M
107,958 shares@ $121.45 avg price
AVGOBroadcom Inc
Recent Activity
Increased 972.54%
2.51%
$8.192M
47,492 shares@ $172.51 avg price
IEIIshares Tr
Recent Activity
Increased 2.33%
1.87%
$6.113M
51,114 shares@ $119.61 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 5.9%
1.86%
$6.071M
6,848 shares@ $886.52 avg price
AAPLApple Inc
Recent Activity
Increased 20.93%
1.83%
$5.982M
25,672 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.47%
1.75%
$5.709M
13,268 shares@ $430.29 avg price
MCOMoodys Corp
Recent Activity
Increased 4.81%
1.75%
$5.705M
12,021 shares@ $474.6 avg price
IJHIshares Tr
Recent Activity
Increased 0.54%
1.7%
$5.55M
89,063 shares@ $62.33 avg price
ETNEaton Corp Plc
Recent Activity
Increased 4.66%
1.67%
$5.457M
16,464 shares@ $331.45 avg price