0001844894-21-000007.txt : 20211112 0001844894-21-000007.hdr.sgml : 20211112 20211112115503 ACCESSION NUMBER: 0001844894-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211401716 BUSINESS ADDRESS: STREET 1: 10475 CROSSPOINT BOULEVARD STREET 2: SUITE 115 CITY: INDIANAPOLIS STATE: IN ZIP: 46256 BUSINESS PHONE: 317-288-4989 MAIL ADDRESS: STREET 1: 10475 CROSSPOINT BOULEVARD STREET 2: SUITE 115 CITY: INDIANAPOLIS STATE: IN ZIP: 46256 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001844894 XXXXXXXX 09-30-2021 09-30-2021 Midwest Wealth Management Inc.

10475 CROSSPOINT BOULEVARD SUITE 115 INDIANAPOLIS IN 46256

13F HOLDINGS REPORT 028-20707 N GREGORY T. SHIELDS 3172884989 GREGORY T. SHIELDS INDIANAPOLIS IN 11-12-2021 0 98 145352 false INFORMATION TABLE 2 13F_MWM_2021Q3.xml AMAZON COM INC COM Stock 007903107 2047 19892 SH SOLE 19892 0 0 INVESCO QQQ TRUST ETF 023111206 58 11445 SH SOLE 11445 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 025537101 219 2692 SH SOLE 2692 0 0 STARBUCKS CORP COM Stock 036752103 242 650 SH SOLE 650 0 0 SEMPRA COM Stock 037833100 3776 26686 SH SOLE 26686 0 0 ONEMAIN HLDGS INC COM Stock 038222105 1958 15208 SH SOLE 15208 0 0 XPO LOGISTICS INC COM Stock 097023105 1733 7878 SH SOLE 7878 0 0 ANTHEM INC COM Stock 101137107 1604 36974 SH SOLE 36974 0 0 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ETF 109194100 337 2421 SH SOLE 2420 0 0 JOHNSON & JOHNSON COM Stock 110122108 1049 17724 SH SOLE 17724 0 0 WISDOMTREE FLOATING RATE TREASURY FUND ETF 131193104 2280 82533 SH SOLE 82533 0 0 OLIN CORP COM PAR $1 Stock 172967424 1381 19683 SH SOLE 19683 0 0 COSTCO WHSL CORP NEW COM Stock 174610105 2014 42875 SH SOLE 42875 0 0 OLD DOMINION FREIGHT LINE INC COM Stock 233331107 1020 9134 SH SOLE 9134 0 0 BOSTON SCIENTIFIC CORP COM Stock 254687106 2613 15447 SH SOLE 15447 0 0 REAL ESTATE SELECT SECTOR SPDR FUND ETF 278277108 2553 109943 SH SOLE 109943 0 0 EXP WORLD HLDGS INC COM Stock 285512109 1611 11322 SH SOLE 11322 0 0 PROCTER AND GAMBLE CO COM Stock 302635206 1672 75843 SH SOLE 75843 0 0 ENTERPRISE PRODS PARTNERS L P COM Stock 337932107 1141 32035 SH SOLE 32035 0 0 TRUIST FINL CORP COM Stock 406216101 1295 59913 SH SOLE 59913 0 0 VANGUARD REAL ESTATE ETF ETF 438516106 1746 8227 SH SOLE 8227 0 0 INTEL CORP COM Stock 446150104 1495 96698 SH SOLE 96698 0 0 CME GROUP INC COM Stock 478160104 1762 10912 SH SOLE 10912 0 0 MEDTRONIC PLC SHS Stock 505743104 1129 102206 SH SOLE 102206 0 0 ISHARES U.S. FINANCIALS ETF ETF 548661107 2596 12797 SH SOLE 12797 0 0 NETFLIX INC COM Stock 552848103 1323 88409 SH SOLE 88409 0 0 CLEARWATER PAPER CORP COM Stock 562750109 3443 22499 SH SOLE 22499 0 0 PROLOGIS INC. COM REIT 594918104 1960 6951 SH SOLE 6951 0 0 ISHARES AGENCY BOND ETF ETF 595112103 1359 19145 SH SOLE 19145 0 0 MERCK & CO INC COM Stock 609839105 4071 8400 SH SOLE 8400 0 0 SPDR S&P 500 ETF ETF 654106103 2757 18985 SH SOLE 18985 0 0 MASTERCARD INCORPORATED CL A Stock 680665205 994 20597 SH SOLE 20597 0 0 ASHFORD HOSPITALITY TR INC COM SHS REIT 682680103 1643 28338 SH SOLE 28338 0 0 EXACT SCIENCES CORP COM Stock 690370101 1082 13888 SH SOLE 13888 0 0 EMERSON ELEC CO COM Stock 693475105 1439 7354 SH SOLE 7354 0 0 ANNALY CAPITAL MANAGEMENT INC COM REIT 701094104 1652 5907 SH SOLE 5907 0 0 BELDEN INC COM Stock 808524102 215 2069 SH SOLE 2069 0 0 ISHARES TIPS BOND ETF ETF 808524201 375 3606 SH SOLE 3606 0 0 ORGANIGRAM HLDGS INC COM Stock 816851109 919 7267 SH SOLE 7267 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 855244109 1946 17641 SH SOLE 17641 0 0 SMUCKER J M CO COM NEW Stock 863667101 1473 5584 SH SOLE 5584 0 0 HOWMET AEROSPACE INC COM Stock 883556102 2397 4195 SH SOLE 4195 0 0 PENN NATL GAMING INC COM Stock 925652109 1393 49019 SH SOLE 49019 0 0 ISHARES COHEN & STEERS REIT ETF ETF 962166104 1238 34800 SH SOLE 34800 0 0 FEDEX CORP COM Stock 969457100 1460 56294 SH SOLE 56294 0 0 PEPSICO INC COM Stock 983793100 1518 19075 SH SOLE 19075 0 0 SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF ETF 46090E103 342 956 SH SOLE 956 0 0 HONEYWELL INTL INC COM Stock 03768E105 248 4023 SH SOLE 4023 0 0 FIRSTENERGY CORP COM Stock 00162Q452 211 6317 SH SOLE 6317 0 0 US BANCORP DEL COM NEW Stock 00206R102 1747 64670 SH SOLE 64670 0 0 HOME DEPOT INC COM Stock 00507V109 1493 19297 SH SOLE 19297 0 0 BAXTER INTL INC COM Stock 00724F101 3309 5748 SH SOLE 5748 0 0 BOSTON OMAHA CORP COM Stock 04010L103 1706 83910 SH SOLE 83910 0 0 FIRST TRUST FINANCIALS ALPHADEX FUND ETF 04963C209 1408 20244 SH SOLE 20244 0 0 HEALTH CARE SELECT SECTOR SPDR FUND ETF 09260D107 381 3278 SH SOLE 3278 0 0 VICI PPTYS INC COM REIT 10482B101 70 14400 SH SOLE 14400 0 0 ORTHOPEDIATRICS CORP COM Stock 11135F101 2763 5697 SH SOLE 5697 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 12769G100 2880 25650 SH SOLE 25650 0 0 SCHWAB U.S. BROAD MARKET ETF ETF 20369C106 1079 23871 SH SOLE 23871 0 0 SCHWAB INTERNATIONAL EQUITY ETF ETF 20825C104 1103 16272 SH SOLE 16272 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 23331A109 1117 13298 SH SOLE 13298 0 0 CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 25179M103 1916 53945 SH SOLE 53945 0 0 STITCH FIX INC COM CL A Stock 26142R104 1555 32292 SH SOLE 32292 0 0 AON PLC SHS CL A Stock 28414H103 1178 36940 SH SOLE 36940 0 0 FUBOTV INC COM Stock 29415F104 1483 35473 SH SOLE 35473 0 0 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 30034W106 1293 20791 SH SOLE 20791 0 0 SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 30063P105 487 5105 SH SOLE 5104 0 0 FS KKR CAP CORP COM CEF 31847R102 1270 18940 SH SOLE 18940 0 0 TWO HBRS INVT CORP COM NEW REIT 36262G101 1521 19385 SH SOLE 19385 0 0 ISHARES S&P SMALL-CAP FUND ETF 42225P501 1049 35373 SH SOLE 35373 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 43300A203 1147 8683 SH SOLE 8683 0 0 SCHWAB EMERGING MARKETS EQUITY ETF ETF 46431W507 301 6000 SH SOLE 6000 0 0 ADOBE SYSTEMS INCORPORATED COM Stock 46625H100 2346 14335 SH SOLE 14335 0 0 WEYERHAEUSER CO MTN BE COM NEW REIT 48251W104 1993 32729 SH SOLE 32729 0 0 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 56035L104 1628 39621 SH SOLE 39621 0 0 EASTMAN CHEM CO COM Stock 56501R106 1224 63596 SH SOLE 63596 0 0 BIT DIGITAL INC SHS Stock 64828T201 1071 97333 SH SOLE 97333 0 0 INTUIT COM Stock 67066G104 2882 13910 SH SOLE 13910 0 0 HALLIBURTON CO COM Stock 68268W103 2191 39598 SH SOLE 39598 0 0 CONSTELLATION BRANDS INC CL A Stock 68752L100 1275 19461 SH SOLE 19461 0 0 CSX CORP COM Stock 70450Y103 3018 11598 SH SOLE 11598 0 0 SURFACE ONCOLOGY INC COM Stock 74102L303 147 39031 SH SOLE 39031 0 0 MICROSOFT CORP COM Stock 74340W103 1557 12412 SH SOLE 12412 0 0 DOCUSIGN INC COM Stock 77311W101 448 27931 SH SOLE 27931 0 0 SCHLUMBERGER LTD COM STK Stock 78462F103 202 470 SH SOLE 470 0 0 CVS HEALTH CORP COM Stock 78464A656 384 12353 SH SOLE 12353 0 0 DTE ENERGY CO COM Stock 78468R101 352 11480 SH SOLE 11480 0 0 EVERGY INC COM Stock 78468R663 324 3538 SH SOLE 3538 0 0 TITAN MED INC COM NEW Stock 79466L302 2226 8207 SH SOLE 8207 0 0 COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y407 369 2056 SH SOLE 2056 0 0 ARES CAPITAL CORP COM CEF 81369Y803 2965 19857 SH SOLE 19857 0 0 ELANCO ANIMAL HEALTH INC COM Stock 91324P102 2580 6602 SH SOLE 6602 0 0 BOEING CO COM Stock 92826C839 2336 10489 SH SOLE 10489 0 0 GUARDANT HEALTH INC COM Stock 98978V103 1640 8445 SH SOLE 8445 0 0 NEXTERA ENERGY INC COM Stock G0403H108 1367 4782 SH SOLE 4782 0 0 NIKE INC CL B Stock G29183103 1753 11741 SH SOLE 11741 0 0 TESLA INC COM Stock G5960L103 1506 12014 SH SOLE 12014 0 0 STONECO LTD COM CL A Stock G85158106 523 15073 SH SOLE 15073 0 0