test

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
IWVIshares Tr
Recent Activity
Decreased -42.49%
1.25%
$4.084M
12,501 shares@ $326.73 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -8.04%
0.95%
$3.093M
18,849 shares@ $164.09 avg price
IWFIshares Tr
Recent Activity
Decreased -6.26%
0.84%
$2.725M
7,258 shares@ $375.4 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -4.59%
0.83%
$2.706M
5,545 shares@ $488.1 avg price
NXPINxp Semiconductors N V
Recent Activity
Decreased -34.68%
0.47%
$1.512M
6,300 shares@ $240.0 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -3.21%
0.46%
$1.494M
12,747 shares@ $117.23 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -10.24%
0.42%
$1.352M
9,682 shares@ $139.69 avg price
EPREpr Pptys
Recent Activity
Decreased -27.33%
0.35%
$1.115M
22,746 shares@ $49.04 avg price
CVXChevron Corp New
Recent Activity
Decreased -6.57%
0.33%
$1.076M
7,304 shares@ $147.28 avg price