Johnson Midwest Financial, LLC

Q3 2023 13F Holdings

  • Location
    glidden, IA
  • Num holdings

    376

  • Value ($000)

    $44,704

  • Date Filed
    11/07/2023
  • Form type
    13F-HR
  • CIK
    0001732399
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$5.93M
13 %

13,874

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$4.52M
10 %

12,615

D
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$4.24M
10 %

12,647

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$3.86M
9 %

25,077

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$3.57M
8 %

52,113

A
AAPL

APPLE INC

COM
037833100
$1.72M
4 %

10,039

F
FSK

FS KKR CAP CORP

COM
302635206
$1.46M
3 %

74,350

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$1.36M
3 %

3,873

W
WMT

WALMART INC

COM
931142103
$794.75K
2 %

4,969

P
PG4

PRINCIPAL FINANCIAL GROUP IN

COM
74251V102
$683.83K
2 %

9,488

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