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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
XLKSelect Sector Spdr Tr
Recent Activity
Exited
0%
$2.901M
12,822 shares@ $226.24 avg price
IWPIshares Tr
Recent Activity
Exited
0%
$2.685M
24,331 shares@ $110.36 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$567,150
4,776 shares@ $118.75 avg price