0001844894-21-000003.txt : 20210811
0001844894-21-000003.hdr.sgml : 20210811
20210811155309
ACCESSION NUMBER: 0001844894-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210811
DATE AS OF CHANGE: 20210811
EFFECTIVENESS DATE: 20210811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Midwest Wealth Management Inc.
CENTRAL INDEX KEY: 0001844894
IRS NUMBER: 202747325
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20707
FILM NUMBER: 211163284
BUSINESS ADDRESS:
STREET 1: 8888 KEYSTONE CROSSING, SUITE 960
CITY: INDIANAPOLIS
STATE: IN
ZIP: 46240
BUSINESS PHONE: 888-394-3045
MAIL ADDRESS:
STREET 1: 8888 KEYSTONE CROSSING, SUITE 960
CITY: INDIANAPOLIS
STATE: IN
ZIP: 46240
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001844894
XXXXXXXX
06-30-2021
06-30-2021
Midwest Wealth Management Inc.
8888 KEYSTONE CROSSING, SUITE 960
INDIANAPOLIS
IN
46240
13F HOLDINGS REPORT
028-20707
N
GREGORY T. SHIELDS
Chief Compliance Officer
3172884989
GREGORY T. SHIELDS
INDIANAPOLIS
IN
08-11-2021
0
98
141865
false
INFORMATION TABLE
2
13F_MWM_2021Q2.xml
ADOBE SYSTEMS INCORPORATED COM
Stock
00724F101
3431
5859
SH
SOLE
0
0
5859
ADVANCED MICRO DEVICES INC COM
Stock
007903107
1840
19593
SH
SOLE
0
0
19593
ALERIAN MLP ETF
ETF
00162Q452
230
6317
SH
SOLE
0
0
6317
AMARIN CORP PLC SPONS ADR NEW
ADR
023111206
50
11445
SH
SOLE
0
0
11445
AMERICAN ELEC PWR CO INC COM
Stock
025537101
228
2692
SH
SOLE
0
0
2692
ANTHEM INC COM
Stock
036752103
265
694
SH
SOLE
0
0
694
AON PLC SHS CL A
Stock
G0403H108
1100
4607
SH
SOLE
0
0
4607
APOLLO GLOBAL MGMT INC COM CL A
Stock
03768E105
277
4456
SH
SOLE
0
0
4456
APPLE INC COM
Stock
037833100
3716
27133
SH
SOLE
0
0
27133
APPLIED MATLS INC COM
Stock
038222105
2191
15383
SH
SOLE
0
0
15383
ARES CAPITAL CORP COM
CEF
04010L103
1623
82851
SH
SOLE
0
0
82851
AT&T INC COM
Stock
00206R102
1780
61833
SH
SOLE
0
0
61833
ATRICURE INC COM
Stock
04963C209
1560
19666
SH
SOLE
0
0
19666
BLACKROCK SHORT MATURITY BOND ETF
ETF
46431W507
451
9000
SH
SOLE
0
0
9000
BLACKSTONE GROUP INC COM
Stock
09260D107
374
3851
SH
SOLE
0
0
3851
BOEING CO COM
Stock
097023105
1807
7543
SH
SOLE
0
0
7543
BOSTON SCIENTIFIC CORP COM
Stock
101137107
1521
35579
SH
SOLE
0
0
35579
BRIGHT HORIZONS FAM SOL IN DEL COM
Stock
109194100
618
4200
SH
SOLE
0
0
4200
BRISTOL-MYERS SQUIBB CO COM
Stock
110122108
1118
16728
SH
SOLE
0
0
16728
BROADCOM INC COM
Stock
11135F101
2685
5630
SH
SOLE
0
0
5630
CAESARS ENTERTAINMENT INC NEW COM
Stock
12769G100
2594
24999
SH
SOLE
0
0
24999
CALLAWAY GOLF CO COM
Stock
131193104
2699
80005
SH
SOLE
0
0
80005
CITIGROUP INC COM NEW
Stock
172967424
1551
21923
SH
SOLE
0
0
21923
CITIZENS FINL GROUP INC COM
Stock
174610105
1921
41877
SH
SOLE
0
0
41877
COMMUNITY HEALTHCARE TR INC COM
REIT
20369C106
1106
23311
SH
SOLE
0
0
23311
CONOCOPHILLIPS COM
Stock
20825C104
278
4557
SH
SOLE
0
0
4557
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ETF
81369Y407
352
1971
SH
SOLE
0
0
1971
D R HORTON INC COM
Stock
23331A109
1169
12939
SH
SOLE
0
0
12939
DEVON ENERGY CORP NEW COM
Stock
25179M103
1169
40045
SH
SOLE
0
0
40045
DISNEY WALT CO COM
Stock
254687106
2679
15242
SH
SOLE
0
0
15242
DRAFTKINGS INC COM CL A
Stock
26142R104
1587
30427
SH
SOLE
0
0
30427
DTE ENERGY CO COM
Stock
233331107
1138
8783
SH
SOLE
0
0
8783
EATON CORP PLC SHS
Stock
G29183103
1685
11368
SH
SOLE
0
0
11368
EATON VANCE ENHANCED EQUITY IN COM
CEF
278277108
2576
110633
SH
SOLE
0
0
110633
ELANCO ANIMAL HEALTH INC COM
Stock
28414H103
204
5876
SH
SOLE
0
0
5876
ELECTRONIC ARTS INC COM
Stock
285512109
1583
11007
SH
SOLE
0
0
11007
ENTERPRISE PRODS PARTNERS L P COM
Stock
293792107
207
8595
SH
SOLE
0
0
8595
ENVISTA HOLDINGS CORPORATION COM
Stock
29415F104
1506
34848
SH
SOLE
0
0
34848
EVERGY INC COM
Stock
30034W106
1205
19934
SH
SOLE
0
0
19934
EXACT SCIENCES CORP COM
Stock
30063P105
1210
9735
SH
SOLE
0
0
9735
FIRST AMERN FINL CORP COM
Stock
31847R102
1135
18205
SH
SOLE
0
0
18205
FIRSTENERGY CORP COM
Stock
337932107
1151
30939
SH
SOLE
0
0
30939
FS KKR CAP CORP COM
CEF
302635206
1532
71238
SH
SOLE
0
0
71238
HALLIBURTON CO COM
Stock
406216101
917
39683
SH
SOLE
0
0
39683
HEALTHCARE TR AMER INC CL A NEW
REIT
42225P501
895
33522
SH
SOLE
0
0
33522
HILTON WORLDWIDE HLDGS INC COM
Stock
43300A203
1013
8397
SH
SOLE
0
0
8397
HONEYWELL INTL INC COM
Stock
438516106
1728
7876
SH
SOLE
0
0
7876
HUNTINGTON BANCSHARES INC COM
Stock
446150104
1031
72224
SH
SOLE
0
0
72224
INVESCO QQQ TRUST
ETF
46090E103
331
934
SH
SOLE
0
0
934
ISHARES TIPS BOND ETF
ETF
464287176
201
1572
SH
SOLE
0
0
1572
JOHNSON & JOHNSON COM
Stock
478160104
1720
10441
SH
SOLE
0
0
10441
JPMORGAN CHASE & CO COM
Stock
46625H100
2133
13716
SH
SOLE
0
0
13716
KKR & CO INC COM
Stock
48251W104
1942
32781
SH
SOLE
0
0
32781
LADDER CAP CORP CL A
REIT
505743104
1055
91464
SH
SOLE
0
0
91464
LAS VEGAS SANDS CORP COM
Stock
517834107
878
16665
SH
SOLE
0
0
16665
LOWES COS INC COM
Stock
548661107
2408
12415
SH
SOLE
0
0
12415
MAIN STR CAP CORP COM
CEF
56035L104
1635
39799
SH
SOLE
0
0
39799
MANHATTAN ASSOCIATES INC COM
Stock
562750109
3302
22798
SH
SOLE
0
0
22798
MANULIFE FINL CORP COM
Stock
56501R106
1192
60488
SH
SOLE
0
0
60488
MEDTRONIC PLC SHS
Stock
G5960L103
1383
11140
SH
SOLE
0
0
11140
MGIC INVT CORP WIS COM
Stock
552848103
1155
84961
SH
SOLE
0
0
84961
MICRON TECHNOLOGY INC COM
Stock
595112103
1579
18579
SH
SOLE
0
0
18579
MICROSOFT CORP COM
Stock
594918104
1830
6756
SH
SOLE
0
0
6756
MONOLITHIC PWR SYS INC COM
Stock
609839105
3392
9082
SH
SOLE
0
0
9082
NEW RESIDENTIAL INVT CORP COM NEW
REIT
64828T201
1007
95092
SH
SOLE
0
0
95092
NIKE INC CL B
Stock
654106103
3110
20133
SH
SOLE
0
0
20133
NVIDIA CORPORATION COM
Stock
67066G104
2881
3601
SH
SOLE
0
0
3601
OLIN CORP COM PAR $1
Stock
680665205
265
5734
SH
SOLE
0
0
5734
ONEMAIN HLDGS INC COM
Stock
68268W103
2316
38650
SH
SOLE
0
0
38650
ONEOK INC NEW COM
Stock
682680103
1186
21313
SH
SOLE
0
0
21313
ORTHOPEDIATRICS CORP COM
Stock
68752L100
1261
19961
SH
SOLE
0
0
19961
OVERSTOCK COM INC DEL COM
Stock
690370101
1218
13213
SH
SOLE
0
0
13213
PARKER-HANNIFIN CORP COM
Stock
701094104
1725
5616
SH
SOLE
0
0
5616
PAYPAL HLDGS INC COM
Stock
70450Y103
3531
12114
SH
SOLE
0
0
12114
PNC FINL SVCS GROUP INC COM
Stock
693475105
1063
5574
SH
SOLE
0
0
5574
PRESIDIO PPTY TR INC COM CL A
REIT
74102L303
207
52713
SH
SOLE
0
0
52713
PROLOGIS INC. COM
REIT
74340W103
1443
12074
SH
SOLE
0
0
12074
ROCKET COS INC COM CL A
Stock
77311W101
504
26033
SH
SOLE
0
0
26033
SALESFORCE COM INC COM
Stock
79466L302
1914
7835
SH
SOLE
0
0
7835
SANTANDER CONSUMER USA HLDGS I COM
Stock
80283M101
1628
44824
SH
SOLE
0
0
44824
SEMPRA COM
Stock
816851109
908
6851
SH
SOLE
0
0
6851
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF
ETF
78468R663
339
3702
SH
SOLE
0
0
3702
SPDR PORTFOLIO SHORT TERM TREASURY ETF
ETF
78468R101
363
11858
SH
SOLE
0
0
11858
SPDR PORTFOLIO TIPS ETF
ETF
78464A656
362
11609
SH
SOLE
0
0
11609
SPDR S&P 500 ETF
ETF
78462F103
201
470
SH
SOLE
0
0
470
STARBUCKS CORP COM
Stock
855244109
1930
17259
SH
SOLE
0
0
17259
STONECO LTD COM CL A
Stock
G85158106
406
6059
SH
SOLE
0
0
6059
STRYKER CORPORATION COM
Stock
863667101
1355
5218
SH
SOLE
0
0
5218
TECHNOLOGY SELECT SECTOR SPDR FUND
ETF
81369Y803
3418
23147
SH
SOLE
0
0
23147
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
2077
4118
SH
SOLE
0
0
4118
UNITEDHEALTH GROUP INC COM
Stock
91324P102
2616
6532
SH
SOLE
0
0
6532
VICI PPTYS INC COM
REIT
925652109
1477
47621
SH
SOLE
0
0
47621
VISA INC COM CL A
Stock
92826C839
2399
10261
SH
SOLE
0
0
10261
WEYERHAEUSER CO MTN BE COM NEW
REIT
962166104
1124
32660
SH
SOLE
0
0
32660
WILLIAMS COS INC COM
Stock
969457100
1069
40247
SH
SOLE
0
0
40247
XPO LOGISTICS INC COM
Stock
983793100
2434
17401
SH
SOLE
0
0
17401
ZOETIS INC CL A
Stock
98978V103
1515
8127
SH
SOLE
0
0
8127