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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
JPMJpmorgan Chase &co.
Recent Activity
Increased 2.18%
1.67%
$5.437M
25,783 shares@ $210.86 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 5.68%
1.59%
$5.172M
8,848 shares@ $584.55 avg price
AMATApplied Matls Inc
Recent Activity
Increased 4.17%
1.51%
$4.936M
24,429 shares@ $202.06 avg price
AGGIshares Tr
Recent Activity
Increased 2.19%
1.47%
$4.791M
47,306 shares@ $101.27 avg price
EFAIshares Tr
Recent Activity
Increased 1.65%
1.35%
$4.415M
52,794 shares@ $83.64 avg price
CRMSalesforce Inc
Recent Activity
Increased 7.07%
1.28%
$4.163M
15,211 shares@ $273.71 avg price
LRCXLam Research Corp
Recent Activity
Increased 5.95%
1.27%
$4.131M
5,062 shares@ $816.12 avg price
IWVIshares Tr
Recent Activity
Decreased -42.49%
1.25%
$4.084M
12,501 shares@ $326.73 avg price
BSXBoston Scientific Corp
Recent Activity
Increased 5.31%
1.23%
$3.991M
47,630 shares@ $83.81 avg price
CWBSpdr Ser Tr
Recent Activity
Increased 234.37%
1.2%
$3.897M
50,881 shares@ $76.6 avg price