Midwest Professional Planners
Latest statistics and disclosures from Midwest Professional Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, IWV, SPY, EEM, IWB, and represent 30.96% of Midwest Professional Planners's stock portfolio.
- Added to shares of these 10 stocks: EEM (+$8.5M), SHY, MDY, IWN, CWB, IWV, MSFT, MCO, RTX, XLF.
- Started 19 new stock positions in BMI, PG, CDXC, ISRG, SHV, KIM, WEC, RTX, IWD, MSFT. D, XLF, LQD, OGE, ORCL, TSLA, FSKR, EPR, COST.
- Reduced shares in these 10 stocks: EFA (-$6.5M), SPY (-$6.3M), Raytheon Company, EMB, NOC, , IWP, SWKS, MMM, LRCX.
- Sold out of its positions in Costco Wholesale Corp, QQQ, IWP, IWF, IWO, EMB, Liberty Property Trust, Raytheon Company, XLB, XLP.
- Midwest Professional Planners was a net seller of stock by $-6.6M.
- Midwest Professional Planners has $162M in assets under management (AUM), dropping by 13.19%.
- Central Index Key (CIK): 0001730575
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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
- Midwest Professional Planners 2020 Q4 filed March 11, 2021
- Midwest Professional Planners 2020 Q3 filed Nov. 6, 2020
- Midwest Professional Planners 2020 Q2 filed Aug. 14, 2020
- Midwest Professional Planners 2020 Q1 filed May 5, 2020
- Midwest Professional Planners 2019 Q4 filed Feb. 11, 2020
- Midwest Professional Planners 2019 Q3 filed Nov. 14, 2019
- Midwest Professional Planners 2019 Q2 filed Aug. 12, 2019
- Midwest Professional Planners 2019 Q1 filed May 8, 2019
- Midwest Professional Planners 2018 Q4 filed Feb. 14, 2019
- Midwest Professional Planners 2018 Q3 filed Nov. 13, 2018
- Midwest Professional Planners 2018 Q2 filed Aug. 10, 2018
- Midwest Professional Planners 2018 Q1 filed May 15, 2018
- Midwest Professional Planners 2017 Q4 filed Feb. 13, 2018