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 March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Skyworks Solutions (SWKS) 6.9 $6.9M +237% 27k 257.77
iShares Core US Aggregate Bond ETF Core Us Aggbd Et (AGG) 6.8 $6.8M -50% 59k 115.38
iShares 1-3 Year Treasury Bond ETF Tr Unit (SPY) 6.8 $6.8M +202% 79k 86.66
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 5.8 $5.8M +11% 41k 141.53
iShares Russell 3000 ETF Russell 3000 Etf (IWV) 4.1 $4.1M -36% 28k 148.34
3M Company (MMM) 4.0 $4.0M +415% 15k 262.90
SPDR BLMBRG BRC CNVRT (CWB) 3.9 $3.9M +68% 82k 47.87
iShares MSCI EAFE ETF Jpmorgan Usd Emg (EMB) 3.9 $3.9M NEW 73k 53.45
Lam Research Corporation (LRCX) 3.1 $3.1M +598% 25k 123.49
iShares MSCI Emerging Markets ETF Msci Eafe Etf (EFA) 2.6 $2.6M +113% 76k 34.13
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 2.3 $2.3M NEW 15k 150.67
Invesco QQQ Trust Unit Ser 1 (QQQ) 2.3 $2.3M NEW 12k 190.37
NVIDIA Corp New York Mun Etf (NYF) 2.2 $2.2M +142% 8.5k 263.56
iShares iBoxx $ High Yield Corp Bd ETF Iboxx Hd Yd Etf (HYG) 2.2 $2.2M NEW 29k 77.06

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Moody's Corporation Utser1 S&pdcrp (MDY) 1.7 $1.7M -48% 8.3k 211.46
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 1.7 $1.7M +20% 15k 114.45
Electronic Arts (EA) 1.6 $1.6M +722% 22k 73.56
Apple (AAPL) 1.6 $1.6M -73% 6.4k 254.19
Edwards Lifesciences (EW) 1.2 $1.2M -69% 6.5k 188.57
Applied Materials (AMAT) 1.2 $1.2M -3% 26k 45.83
Lockheed Martin Corp Sh Ben Int 1.1 $1.1M NEW 3.2k 339.02
Northrop Grumman Corporation (NOC) 1.1 $1.1M +260% 13k 82.73
iShares National Muni Bond ETF CL B (NKE) 1.1 $1.1M -30% 9.4k 112.96
Paychex (PAYX) 1.0 $1.1M +40% 16k 64.35
JPMorgan Chase & Co. (JPM) 1.0 $1.0M -14% 12k 90.04
Norfolk Southern (NSC) 1.0 $1.0M -40% 3.4k 302.46
Union Pacific Corp Ftse Dev Mkt Etf (VEA) 1.0 $985k +33% 7.0k 141.00
Xcel Energy (XEL) 0.9 $923k +73% 10k 92.55
Microsoft Corp National Mun Etf (MUB) 0.9 $909k -44% 5.8k 157.76
Raytheon Technologies Corp (RTX) 0.9 $896k -62% 6.8k 131.19
Moody's Corporation (MCO) 0.9 $889k -58% 3.7k 240.14
Waste Management (WM) 0.9 $885k -6% 10k 88.15
iShares US Utilities ETF U.s. Utilits Etf (IDU) 0.9 $875k NEW 6.3k 138.10
Eaton Corp SHS (ETN) 0.9 $852k -8% 11k 77.68
Fidelity National Information Services (FIS) 0.8 $835k -7% 6.9k 121.63
Boston Scientific Corporation (BSX) 0.8 $830k -9% 25k 32.64
Amgen (AMGN) 0.8 $761k -12% 3.8k 202.83
NVIDIA Corporation (NVDA) 0.7 $728k -23% 5.0k 146.04
Intel Corporation (INTC) 0.7 $718k -7% 13k 54.10
Abbott Laboratories (ABT) 0.7 $683k -11% 8.7k 78.90
Pepsi (PEP) 0.7 $667k +216% 11k 62.89
T. Rowe Price (TROW) 0.7 $656k +60% 7.3k 89.45
American Tower Reit (AMT) 0.6 $637k -14% 2.9k 217.63
Costco Wholesale Corp 0.6 $634k NEW 2.2k 285.07
iShares Nasdaq Biotechnology ETF Nasdaq Biotech (IBB) 0.6 $619k NEW 5.7k 107.82
BlackRock (BLK) 0.6 $607k -8% 1.4k 439.54
Technology Select Sector SPDR Sbi Cons Stpls (XLP) 0.6 $604k NEW 7.5k 80.37
iShares Short Treasury Bond ETF 1-3 Yr Treas Bd Etf (SHY) 0.5 $550k -89% 5.0k 111.07
Health Care Select Sector SPDR Sbi Healthcare (XLV) 0.5 $548k NEW 6.2k 88.62
Facebook Inc A Cl A (FB) 0.5 $543k +59% 3.3k 166.72
Amazon (AMZN) 0.5 $534k +8% 274.00 1948.91
Oshkosh Corporation (OSK) 0.5 $524k -39% 11k 48.33
Public Storage Com New 0.5 $469k NEW 2.4k 198.56
Public Storage (PSA) 0.5 $454k +76% 5.7k 80.31
Comcast Corp Class A Cl A (CMCSA) 0.5 $452k -12% 13k 34.40
Eversource Energy (ES) 0.4 $441k -6% 5.6k 78.12
Broadcom (AVGO) 0.4 $411k -9% 1.7k 236.89
Union Pacific Corporation (UNP) 0.4 $397k -46% 4.1k 97.74
Abbvie (ABBV) 0.4 $391k -46% 5.1k 76.28
Discover Financial Services Select Divid Etf (DVY) 0.4 $362k +235% 10k 35.71
Lockheed Martin Corporation (LMT) 0.4 $351k -22% 2.7k 128.01
salesforce (CRM) 0.3 $348k -47% 2.4k 143.86
Prologis (PLD) 0.3 $343k -52% 2.9k 120.10
Xcel Energy Technology (XLK) 0.3 $332k -33% 5.5k 60.36
Boeing Company (BA) 0.3 $324k NEW 2.2k 148.90
iShares Core International Aggt Bd ETF Core Intl Aggr (IAGG) 0.3 $319k -46% 5.8k 54.63
Omega Healthcare Investors (OHI) 0.3 $305k +19% 9.9k 30.71
Capital One Financial (COF) 0.3 $300k -41% 5.9k 50.45
iShares Core Growth Allocation ETF Grwt Allocat Etf (AOR) 0.3 $300k -3% 7.2k 41.38
Alphabet Inc A Cl A (GOOGL) 0.3 $294k +35% 253.00 1162.06
Fiserv (FISV) 0.3 $283k -57% 3.0k 95.03
iShares Core Moderate Allocation ETF Modert Alloc Etf (AOM) 0.3 $271k +8% 7.4k 36.72
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF) 0.3 $255k -92% 2.1k 121.54
Electronic Arts Msci Emg Mkt Etf (EEM) 0.2 $246k -98% 2.5k 100.00
Visa Inc Class A Com Cl A (V) 0.2 $240k -65% 1.5k 161.40
Hewlett Packard Enterprise (HPE) 0.2 $235k 24k 9.71
Chevron Corporation (CVX) 0.2 $233k -31% 3.2k 72.34
Exxon Mobil Corporation (XOM) 0.2 $232k -2% 6.1k 38.00
Kimberly-Clark Corporation (KMB) 0.1 $101k +180% 10k 9.67
PolyMet Mining Corp Com New (PLM) 0.0 $3.0k NEW 13k 0.23

Past Filings by Midwest Professional Planners

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