Midwest Professional Planners
Latest statistics and disclosures from Midwest Professional Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, AGG, EFA, MCO, and represent 29.37% of Midwest Professional Planners's stock portfolio.
- Added to shares of these 10 stocks: Invesco Adv Muni Inc Trust Ii equities, IWP, XLF, XLB, Edwards Lifesciences Cp equities, EFA, IEI, ARCC, NMFC, JEPI.
- Started 16 new stock positions in Edwards Lifesciences Cp equities, SHOP, IWP, NMFC, BA, MNST, ARM, Invesco Adv Muni Inc Trust Ii equities, EXAS, JEPI. Universal Health Rlty Incm Tr Sh Ben Int, ARCC, VVV, XLF, XLB, Raytheon Technologies Corp.
- Reduced shares in these 10 stocks: SPY, , IGE, , QQQ, AGG, SHY, , HYG, IBB.
- Sold out of its positions in ALGN, EW, PKST, QQQ, IGE, IBB, LLY, RTX, XLV, XLE. UHT, VMware.
- Midwest Professional Planners was a net buyer of stock by $3.8M.
- Midwest Professional Planners has $251M in assets under management (AUM), dropping by 12.81%.
- Central Index Key (CIK): 0001730575
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Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 129 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 18.5 | $46M | -6% | 97k | 475.31 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $7.9M | 16k | 495.22 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.9 | $7.4M | -25% | 74k | 99.25 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.6 | $6.4M | +38% | 85k | 75.35 |
|
| Moody's Corporation (MCO) | 2.3 | $5.7M | +4% | 15k | 390.57 |
|
| Broadcom (AVGO) | 2.1 | $5.3M | +18% | 4.8k | 1116.16 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.0 | $4.9M | -2% | 18k | 277.14 |
|
| Applied Materials (AMAT) | 1.9 | $4.7M | 29k | 162.07 |
|
|
| Apple (AAPL) | 1.8 | $4.6M | +5% | 24k | 192.53 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $4.5M | +6% | 27k | 170.10 |
|
| Lam Research Corporation (LRCX) | 1.8 | $4.5M | +5% | 5.8k | 783.21 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $4.5M | +7% | 6.8k | 660.11 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $4.0M | -11% | 15k | 273.74 |
|
| Eaton Corp SHS (ETN) | 1.6 | $4.0M | +3% | 17k | 240.81 |
|
| Lockheed Martin Corporation (LMT) | 1.4 | $3.6M | +8% | 7.9k | 453.24 |
|
| Microsoft Corporation (MSFT) | 1.3 | $3.3M | +6% | 8.7k | 376.04 |
|
| salesforce (CRM) | 1.2 | $3.0M | +9% | 11k | 263.13 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $2.9M | +66% | 25k | 117.13 |
|
| Waste Management (WM) | 1.2 | $2.9M | +4% | 16k | 179.10 |
|
| Union Pacific Corporation (UNP) | 1.1 | $2.9M | +5% | 12k | 245.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $2.8M | -13% | 9.3k | 303.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $2.8M | +32% | 15k | 192.48 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $2.8M | -4% | 51k | 55.41 |
|
| Boston Scientific Corporation (BSX) | 1.1 | $2.8M | +5% | 48k | 57.81 |
|
| Invesco Qqq Tr Unit Ser 1 | 1.1 | $2.7M | NEW | 6.7k | 409.54 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.1 | $2.7M | NEW | 26k | 104.46 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.1 | $2.7M | NEW | 73k | 37.60 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.1 | $2.7M | NEW | 32k | 85.54 |
|
| Northrop Grumman Corporation (NOC) | 1.1 | $2.7M | +6% | 5.8k | 468.11 |
|
| Oshkosh Corporation (OSK) | 1.1 | $2.6M | +3% | 24k | 108.41 |
|
| Abbvie (ABBV) | 1.0 | $2.6M | -13% | 17k | 154.97 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $2.5M | -2% | 24k | 108.25 |
|
| Edwards Lifesciences Cp equities | 1.0 | $2.5M | NEW | 32k | 76.25 |
|
| Advanced Micro Devices (AMD) | 1.0 | $2.4M | +9% | 16k | 147.41 |
|
| Amgen (AMGN) | 0.9 | $2.4M | +7% | 8.2k | 288.03 |
|
| Intel Corporation (INTC) | 0.9 | $2.2M | +6% | 45k | 50.25 |
|
| Fiserv (FI) | 0.8 | $2.0M | +7% | 15k | 132.84 |
|
| Visa Com Cl A (V) | 0.8 | $2.0M | +6% | 7.6k | 260.35 |
|
| Oracle Corporation (ORCL) | 0.8 | $2.0M | +4% | 19k | 105.43 |
|
| Nike CL B (NKE) | 0.8 | $1.9M | +4% | 18k | 108.57 |
|
| Cummins (CMI) | 0.7 | $1.9M | +7% | 7.8k | 239.58 |
|
| Chevron Corporation (CVX) | 0.7 | $1.8M | +5% | 12k | 149.16 |
|
| Paychex (PAYX) | 0.7 | $1.8M | +4% | 15k | 119.11 |
|
| Public Storage (PSA) | 0.7 | $1.8M | +6% | 5.8k | 305.02 |
|
| Nxp Semiconductors N V (NXPI) | 0.7 | $1.7M | +9% | 7.6k | 229.69 |
|
| Analog Devices (ADI) | 0.7 | $1.7M | +9% | 8.8k | 198.56 |
|
| American Tower Reit (AMT) | 0.7 | $1.7M | +7% | 7.7k | 215.88 |
|
| Skyworks Solutions (SWKS) | 0.7 | $1.6M | +7% | 15k | 112.42 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.6M | -58% | 19k | 82.04 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.5M | +6% | 16k | 99.98 |
|
| Capital One Financial (COF) | 0.6 | $1.5M | +4% | 12k | 131.12 |
|
| Pepsi (PEP) | 0.6 | $1.5M | +5% | 8.7k | 169.84 |
|
| Cheniere Energy Com New (LNG) | 0.6 | $1.4M | +9% | 8.3k | 170.70 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $1.4M | -10% | 14k | 96.39 |
|
| Meta Platforms Cl A (META) | 0.5 | $1.4M | +7% | 3.8k | 353.96 |
|
| Genuine Parts Company (GPC) | 0.5 | $1.3M | +7% | 9.5k | 138.50 |
|
| BlackRock (BLK) | 0.5 | $1.2M | +2% | 1.5k | 811.60 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.5 | $1.2M | -11% | 16k | 72.15 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.5 | $1.2M | +10% | 24k | 48.45 |
|
| Ares Capital Corporation (ARCC) | 0.5 | $1.1M | NEW | 57k | 20.03 |
|
| Goldman Sachs (GS) | 0.5 | $1.1M | +9% | 2.9k | 385.80 |
|
| New Mountain Finance Corp (NMFC) | 0.4 | $1.1M | NEW | 87k | 12.72 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $1.1M | NEW | 20k | 54.98 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.1M | +6% | 2.7k | 406.89 |
|
| Amazon (AMZN) | 0.4 | $1.1M | +4% | 7.2k | 151.94 |
|
| Abbott Laboratories (ABT) | 0.4 | $1.1M | +2% | 9.6k | 110.07 |
|
| Oge Energy Corp (OGE) | 0.4 | $1.0M | +10% | 30k | 34.93 |
|
| Rbc Cad (RY) | 0.4 | $969k | +7% | 9.6k | 101.13 |
|
| Prologis (PLD) | 0.4 | $952k | +3% | 7.1k | 133.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $934k | +6% | 23k | 40.21 |
|
| Electronic Arts (EA) | 0.4 | $898k | +7% | 6.6k | 136.81 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $886k | +6% | 7.3k | 121.50 |
|
| Norfolk Southern (NSC) | 0.3 | $868k | +2% | 3.7k | 236.36 |
|
| T. Rowe Price (TROW) | 0.3 | $861k | +6% | 8.0k | 107.69 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $853k | +4% | 19k | 43.85 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $832k | -11% | 7.5k | 110.66 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $818k | -12% | 16k | 50.62 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $797k | +7% | 47k | 16.98 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $719k | +8% | 2.1k | 337.36 |
|
| Arm Holdings Sponsored Adr (ARM) | 0.3 | $714k | NEW | 9.5k | 75.14 |
|
| Omega Healthcare Investors (OHI) | 0.3 | $689k | +9% | 23k | 30.66 |
|
| Cisco Systems (CSCO) | 0.3 | $671k | +9% | 13k | 50.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $654k | +11% | 4.6k | 140.93 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $635k | +4% | 1.2k | 530.86 |
|
| Tesla Motors (TSLA) | 0.2 | $601k | +4% | 2.4k | 248.48 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $588k | +7% | 986.00 | 596.60 |
|
| Micron Technology (MU) | 0.2 | $567k | +31% | 6.6k | 85.34 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $559k | -3% | 5.1k | 110.13 |
|
| EOG Resources (EOG) | 0.2 | $549k | +10% | 4.5k | 120.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $547k | +5% | 3.9k | 139.69 |
|
| Xcel Energy (XEL) | 0.2 | $524k | +6% | 8.5k | 61.91 |
|
| Raytheon Technologies Corp | 0.2 | $508k | NEW | 6.0k | 84.14 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $495k | -12% | 9.9k | 49.80 |
|
| American Express Company (AXP) | 0.2 | $459k | 2.4k | 187.34 |
|
|
| Ionis Pharmaceuticals (IONS) | 0.2 | $431k | +8% | 8.5k | 50.59 |
|
| Zoetis Cl A (ZTS) | 0.2 | $430k | +9% | 2.2k | 197.36 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $427k | -14% | 3.9k | 108.41 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $421k | -71% | 5.4k | 77.39 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $401k | 1.1k | 356.66 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $389k | 2.7k | 146.55 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $378k | +2% | 1.9k | 196.00 |
|
| Arista Networks (ANET) | 0.1 | $367k | +9% | 1.6k | 235.51 |
|
| Badger Meter (BMI) | 0.1 | $366k | 2.4k | 154.37 |
|
|
| Eversource Energy (ES) | 0.1 | $358k | +4% | 5.8k | 61.72 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $355k | +8% | 21k | 17.17 |
|
| Discover Financial Services (DFS) | 0.1 | $347k | +3% | 3.1k | 112.39 |
|
| Universal Health Rlty Income Sh Ben Int | 0.1 | $340k | NEW | 7.9k | 43.25 |
|
| Kimco Realty Corporation (KIM) | 0.1 | $338k | +10% | 16k | 21.31 |
|
| Dominion Resources (D) | 0.1 | $337k | +10% | 7.2k | 47.00 |
|
| American Electric Power Company (AEP) | 0.1 | $333k | +4% | 4.1k | 81.22 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $313k | +5% | 3.0k | 105.52 |
|
| Corteva (CTVA) | 0.1 | $312k | +3% | 6.5k | 47.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $300k | +6% | 704.00 | 426.53 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $290k | +8% | 2.4k | 121.38 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $290k | 1.2k | 232.64 |
|
|
| Peak (DOC) | 0.1 | $288k | +6% | 15k | 19.80 |
|
| Shopify Cl A (SHOP) | 0.1 | $286k | NEW | 3.7k | 77.90 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $275k | +6% | 1.6k | 170.47 |
|
| Westlake Chemical Corporation (WLK) | 0.1 | $273k | +9% | 1.9k | 139.98 |
|
| Boston Properties (BXP) | 0.1 | $254k | +5% | 3.6k | 70.17 |
|
| Deere & Company (DE) | 0.1 | $253k | +3% | 632.00 | 399.70 |
|
| Boeing Company (BA) | 0.1 | $236k | NEW | 905.00 | 260.66 |
|
| Monster Beverage Corp (MNST) | 0.1 | $234k | NEW | 4.1k | 57.61 |
|
| Wec Energy Group (WEC) | 0.1 | $226k | -11% | 2.7k | 84.17 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $226k | -8% | 1.0k | 218.15 |
|
| Valvoline Inc Common (VVV) | 0.1 | $220k | NEW | 5.9k | 37.58 |
|
| EXACT Sciences Corporation (EXAS) | 0.1 | $203k | NEW | 2.7k | 73.98 |
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| Xtant Med Hldgs Com New (XTNT) | 0.0 | $40k | 36k | 1.13 |
|
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| Chromadex Corp Com New (CDXC) | 0.0 | $30k | 21k | 1.43 |
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Past Filings by Midwest Professional Planners
SEC 13F filings are viewable for Midwest Professional Planners going back to 2017
- Midwest Professional Planners 2023 Q4 filed Feb. 15, 2024
- Midwest Professional Planners 2023 Q3 filed Nov. 13, 2023
- Midwest Professional Planners 2023 Q2 filed Aug. 7, 2023
- Midwest Professional Planners 2023 Q1 filed May 15, 2023
- Midwest Professional Planners 2022 Q4 filed Feb. 10, 2023
- Midwest Professional Planners 2022 Q3 filed Nov. 10, 2022
- Midwest Professional Planners 2022 Q2 filed Aug. 9, 2022
- Midwest Professional Planners 2022 Q1 filed May 11, 2022
- Midwest Professional Planners 2021 Q4 filed Feb. 10, 2022
- Midwest Professional Planners 2021 Q3 filed Nov. 8, 2021
- Midwest Professional Planners 2021 Q2 filed Aug. 10, 2021
- Midwest Professional Planners 2021 Q1 filed May 17, 2021
- 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