Midwest Professional Planners

Latest statistics and disclosures from Midwest Professional Planners's latest quarterly 13F-HR filing:

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Positions held by Midwest Professional Planners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Midwest Professional Planners

Companies in the Midwest Professional Planners portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 8.8 $14M +6% 121k 118.19
Ishares Tr Russell 3000 Etf (IWV) 6.0 $9.8M +24% 44k 223.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.0 $9.7M -39% 26k 373.89
Ishares Tr Msci Emg Mkt Etf (EEM) 5.3 $8.6M +6133% 166k 51.67
Ishares Tr Rus 1000 Etf (IWB) 4.9 $7.9M 37k 211.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 4.2 $6.8M +80% 16k 419.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $4.1M +1596% 48k 86.38
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.5 $4.0M +138% 49k 82.79
Ishares Tr Rus 2000 Val Etf (IWN) 2.2 $3.5M +237% 27k 131.76
NVIDIA Corporation (NVDA) 2.1 $3.4M +14% 6.5k 522.20
Ishares Tr Barclays 7 10 Yr (IEF) 2.0 $3.3M +7% 28k 119.95
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.0 $3.3M +6% 25k 132.99
Apple (AAPL) 2.0 $3.2M 24k 132.71
Ishares Tr Msci Eafe Etf (EFA) 1.6 $2.6M -71% 36k 72.97

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Moody's Corporation (MCO) 1.6 $2.6M +127% 8.9k 290.27
Ishares Tr Russell 2000 Etf (IWM) 1.5 $2.4M -34% 13k 196.06
Applied Materials (AMAT) 1.4 $2.3M -2% 27k 86.29
Edwards Lifesciences (EW) 1.2 $2.0M 22k 91.24
Nike CL B (NKE) 1.2 $1.9M +55% 14k 141.45
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.2 $1.9M +11% 12k 159.24
JPMorgan Chase & Co. (JPM) 1.1 $1.7M +2% 14k 127.08
Lam Research Corporation (LRCX) 1.0 $1.7M -45% 3.6k 472.28
Microsoft Corporation (MSFT) 1.0 $1.7M NEW 7.5k 222.47
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $1.7M +72% 17k 96.98
Union Pacific Corporation (UNP) 1.0 $1.6M +67% 7.6k 208.18
Oshkosh Corporation (OSK) 1.0 $1.6M +52% 18k 86.10
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $1.5M +6% 31k 50.71
Eaton Corp SHS (ETN) 0.9 $1.4M 12k 120.11
Norfolk Southern (NSC) 0.8 $1.4M +56% 5.7k 237.61
Raytheon Technologies Corp (RTX) 0.8 $1.3M NEW 18k 71.52
Waste Management (WM) 0.8 $1.3M -7% 11k 117.89
Lockheed Martin Corporation (LMT) 0.8 $1.3M -4% 3.5k 354.98
Ishares Tr National Mun Etf (MUB) 0.8 $1.2M +43% 10k 117.22
Skyworks Solutions (SWKS) 0.7 $1.2M -68% 7.9k 152.87
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.7 $1.1M NEW 39k 29.49
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.1M +7% 8.6k 127.68
Northrop Grumman Corporation (NOC) 0.7 $1.1M -73% 3.6k 304.71
BlackRock (BLK) 0.7 $1.1M 1.5k 721.19
Paychex (PAYX) 0.7 $1.1M -34% 12k 93.15
Wec Energy Group (WEC) 0.7 $1.1M NEW 12k 92.01
Abbott Laboratories (ABT) 0.7 $1.1M 9.8k 109.52
Select Sector Spdr Tr Technology (XLK) 0.7 $1.1M +41% 8.3k 130.02
Fidelity National Information Services (FIS) 0.6 $1.1M 7.4k 141.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.0M NEW 7.5k 136.78
salesforce (CRM) 0.6 $1.0M +20% 4.6k 222.46
Abbvie (ABBV) 0.6 $1.0M +5% 9.5k 107.15
Boston Scientific Corporation (BSX) 0.6 $1.0M 28k 35.97
Capital One Financial (COF) 0.6 $1.0M +3% 10k 98.81
Amgen (AMGN) 0.6 $981k +2% 4.3k 229.96
Discover Financial Services (DFS) 0.6 $978k +274% 11k 90.56
Costco Wholesale Corporation (COST) 0.6 $943k NEW 2.5k 376.75
Visa Com Cl A (V) 0.6 $930k +26% 4.3k 218.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $886k NEW 6.4k 138.09
Broadcom (AVGO) 0.5 $840k 1.9k 437.50
Amazon (AMZN) 0.5 $824k 253.00 3256.92
Fiserv (FISV) 0.5 $802k +13% 7.0k 113.82
Comcast Corp Cl A (CMCSA) 0.5 $784k +2% 15k 52.41
American Tower Reit (AMT) 0.5 $771k +3% 3.4k 224.58
Oracle Corporation (ORCL) 0.5 $765k NEW 12k 64.68
Public Storage (PSA) 0.5 $739k -46% 3.2k 231.01
Intel Corporation (INTC) 0.4 $712k -5% 14k 49.81
T. Rowe Price (TROW) 0.4 $691k -42% 4.6k 151.40
Analog Devices (ADI) 0.4 $619k +6% 4.2k 147.63
Ishares Tr Core Intl Aggr (IAGG) 0.4 $613k 11k 56.22
Prologis (PLD) 0.4 $600k +85% 6.0k 99.65
Xilinx (XLNX) 0.4 $575k +7% 4.1k 141.80
Facebook Cl A (FB) 0.3 $557k 2.0k 273.31
Cummins (CMI) 0.3 $554k +4% 2.4k 227.33
Ishares Tr Short Treas Bd (SHV) 0.3 $529k NEW 4.8k 110.53
Eversource Energy (ES) 0.3 $523k 6.0k 86.49
3M Company (MMM) 0.3 $510k -82% 2.9k 174.60
Kimberly-Clark Corporation (KMB) 0.3 $502k -68% 3.7k 134.84
Pepsi (PEP) 0.3 $496k -71% 3.3k 148.19
Peak (PEAK) 0.3 $475k +7% 16k 30.26
Genuine Parts Company (GPC) 0.3 $472k +3% 4.7k 100.53
Chevron Corporation (CVX) 0.2 $396k +3% 4.7k 84.36
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $393k -3% 7.5k 52.19
Electronic Arts (EA) 0.2 $392k -28% 2.7k 143.75
Xcel Energy (XEL) 0.2 $382k -46% 5.7k 66.62
Nxp Semiconductors N V (NXPI) 0.2 $369k +7% 2.3k 158.98
Oge Energy Corp (OGE) 0.2 $367k NEW 12k 31.82
Micron Technology (MU) 0.2 $364k 4.8k 75.27
Align Technology (ALGN) 0.2 $338k 633.00 533.97
Alphabet Cap Stk Cl A (GOOGL) 0.2 $328k 187.00 1754.01
Paypal Holdings (PYPL) 0.2 $326k +6% 1.4k 233.86
Procter & Gamble Company (PG) 0.2 $325k NEW 2.3k 139.01
Fs Kkr Capital Corp. Ii (FSKR) 0.2 $320k NEW 20k 16.38
Rbc Cad (RY) 0.2 $311k +3% 3.8k 82.19
Thermo Fisher Scientific (TMO) 0.2 $303k 650.00 466.15
Omega Healthcare Investors (OHI) 0.2 $301k -62% 8.3k 36.33
Ishares Tr Modert Alloc Etf (AOM) 0.2 $293k -8% 6.8k 43.14
Ishares Tr Select Divid Etf (DVY) 0.2 $291k -71% 3.0k 96.26
Hewlett Packard Enterprise (HPE) 0.2 $289k +2% 24k 11.86
Cisco Systems (CSCO) 0.2 $286k +4% 6.4k 44.69
Evergy (EVRG) 0.2 $284k +7% 5.1k 55.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $278k -16% 1.2k 231.67
Tesla Motors (TSLA) 0.2 $271k NEW 384.00 705.73
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $264k +7% 4.1k 64.25
Vanguard Index Fds Large Cap Etf (VV) 0.2 $260k -4% 1.5k 175.68
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $257k 1.2k 206.43
Exxon Mobil Corporation (XOM) 0.2 $257k +2% 6.2k 41.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $252k -2% 144.00 1750.00
Adobe Systems Incorporated (ADBE) 0.2 $250k 500.00 500.00
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $248k -59% 5.3k 47.23
Hormel Foods Corporation (HRL) 0.2 $247k 5.3k 46.65
Dominion Resources (D) 0.1 $240k NEW 3.2k 75.31
Intuitive Surgical Com New (ISRG) 0.1 $228k NEW 279.00 817.20
Badger Meter (BMI) 0.1 $223k NEW 2.4k 94.17
Epr Pptys Com Sh Ben Int (EPR) 0.1 $222k NEW 6.8k 32.48
Ishares Tr New York Mun Etf (NYF) 0.1 $203k -52% 3.5k 58.23
Chromadex Corp Com New (CDXC) 0.1 $197k NEW 41k 4.81
Kimco Realty Corporation (KIM) 0.1 $179k NEW 12k 14.97

Past Filings by Midwest Professional Planners

SEC 13F filings are viewable for Midwest Professional Planners going back to 2017