Midwest Professional Planners as of March 31, 2019
Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 89 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Barclays Capital Convertible SecETF (CWB) | 6.2 | $6.4M | 122k | 52.25 | |
| iShares Lehman Aggregate Bond (AGG) | 6.1 | $6.4M | 58k | 109.08 | |
| iShares Russell 1000 Index (IWB) | 5.8 | $6.1M | 39k | 157.30 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 5.7 | $5.9M | 70k | 84.12 | |
| iShares MSCI Emerging Markets Indx (EEM) | 5.0 | $5.2M | 120k | 42.92 | |
| SPDR S&P MidCap 400 ETF (MDY) | 4.3 | $4.5M | 13k | 345.38 | |
| iShares Russell 3000 Index (IWV) | 4.1 | $4.3M | 26k | 166.71 | |
| Spdr S&p 500 Etf (SPY) | 3.5 | $3.6M | 13k | 282.45 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.7 | $2.8M | 24k | 119.06 | |
| iShares Dow Jones Select Dividend (DVY) | 2.7 | $2.8M | 28k | 98.18 | |
| iShares MSCI EAFE Index Fund (EFA) | 2.6 | $2.7M | 42k | 64.87 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 2.5 | $2.6M | 24k | 110.07 | |
| iShares Russell Midcap Growth Idx. (IWP) | 2.4 | $2.5M | 19k | 135.68 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 2.4 | $2.5M | 23k | 111.21 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 2.2 | $2.3M | 27k | 86.46 | |
| iShares Russell 2000 Index (IWM) | 1.9 | $2.0M | 13k | 153.12 | |
| Edwards Lifesciences (EW) | 1.6 | $1.6M | 8.6k | 191.31 | |
| NVIDIA Corporation (NVDA) | 1.5 | $1.6M | 8.9k | 179.60 | |
| Moody's Corporation (MCO) | 1.4 | $1.5M | 8.1k | 181.14 | |
| Abbott Laboratories (ABT) | 1.2 | $1.2M | 15k | 79.95 | |
| Apple (AAPL) | 1.2 | $1.2M | 6.4k | 189.95 | |
| Oshkosh Corporation (OSK) | 1.1 | $1.2M | 16k | 75.10 | |
| Raytheon Company | 1.1 | $1.1M | 6.3k | 182.12 | |
| Union Pacific Corporation (UNP) | 1.1 | $1.1M | 6.8k | 167.21 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.1M | 11k | 101.25 | |
| Nike (NKE) | 1.0 | $1.1M | 13k | 84.18 | |
| Waste Management (WM) | 0.9 | $984k | 9.5k | 103.95 | |
| Boston Scientific Corporation (BSX) | 0.9 | $945k | 25k | 38.39 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $929k | 3.1k | 300.16 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.9 | $919k | 8.3k | 111.18 | |
| Northrop Grumman Corporation (NOC) | 0.9 | $902k | 3.3k | 269.58 | |
| Norfolk Southern (NSC) | 0.8 | $856k | 4.6k | 186.94 | |
| Eaton (ETN) | 0.8 | $845k | 11k | 80.59 | |
| Paychex (PAYX) | 0.8 | $829k | 10k | 80.17 | |
| Wec Energy Group (WEC) | 0.8 | $781k | 9.9k | 79.06 | |
| Applied Materials (AMAT) | 0.7 | $768k | 19k | 39.67 | |
| Fidelity National Information Services (FIS) | 0.7 | $748k | 6.6k | 113.16 | |
| Boeing Company (BA) | 0.7 | $737k | 1.9k | 381.67 | |
| Intel Corporation (INTC) | 0.6 | $580k | 11k | 53.73 | |
| BlackRock (BLK) | 0.5 | $554k | 1.3k | 427.14 | |
| Deere & Company (DE) | 0.5 | $544k | 3.4k | 159.77 | |
| Oracle Corporation (ORCL) | 0.5 | $529k | 9.8k | 53.73 | |
| Discover Financial Services (DFS) | 0.5 | $507k | 7.1k | 71.17 | |
| Technology SPDR (XLK) | 0.5 | $490k | 6.6k | 74.03 | |
| Public Storage (PSA) | 0.5 | $480k | 2.2k | 217.79 | |
| Capital One Financial (COF) | 0.4 | $453k | 5.5k | 81.74 | |
| Hewlett Packard Enterprise (HPE) | 0.4 | $458k | 30k | 15.44 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $444k | 5.5k | 80.71 | |
| Amazon (AMZN) | 0.4 | $442k | 248.00 | 1782.26 | |
| Lam Research Corporation (LRCX) | 0.4 | $442k | 2.5k | 179.02 | |
| Comcast Corporation (CMCSA) | 0.4 | $430k | 11k | 39.97 | |
| Amgen (AMGN) | 0.4 | $427k | 2.2k | 190.20 | |
| Microsoft Corporation (MSFT) | 0.4 | $411k | 3.5k | 118.04 | |
| iShares Dow Jones US Utilities (IDU) | 0.4 | $416k | 2.8k | 147.36 | |
| Energy Select Sector SPDR (XLE) | 0.4 | $408k | 6.2k | 66.10 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.4 | $401k | 9.0k | 44.68 | |
| SPDR Gold Trust (GLD) | 0.4 | $394k | 3.2k | 121.98 | |
| Oge Energy Corp (OGE) | 0.4 | $397k | 9.2k | 43.15 | |
| Skyworks Solutions (SWKS) | 0.4 | $397k | 4.8k | 82.45 | |
| Eversource Energy (ES) | 0.4 | $395k | 5.6k | 71.02 | |
| iShares Russell 1000 Growth Index (IWF) | 0.4 | $382k | 2.5k | 151.23 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.4 | $368k | 9.7k | 38.08 | |
| Epr Properties (EPR) | 0.4 | $378k | 4.9k | 76.89 | |
| General Mills (GIS) | 0.3 | $367k | 7.1k | 51.73 | |
| salesforce (CRM) | 0.3 | $350k | 2.2k | 158.44 | |
| iRobot Corporation (IRBT) | 0.3 | $349k | 3.0k | 117.79 | |
| U.S. Bancorp (USB) | 0.3 | $337k | 7.0k | 48.17 | |
| Chevron Corporation (CVX) | 0.3 | $340k | 2.8k | 123.19 | |
| Broadcom (AVGO) | 0.3 | $341k | 1.1k | 300.71 | |
| Facebook Inc cl a (META) | 0.3 | $334k | 2.0k | 166.67 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $319k | 2.6k | 123.93 | |
| Biogen Idec (BIIB) | 0.3 | $318k | 1.3k | 236.08 | |
| Xcel Energy (XEL) | 0.3 | $307k | 5.5k | 56.16 | |
| Genuine Parts Company (GPC) | 0.3 | $282k | 2.5k | 111.99 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $279k | 237.00 | 1177.22 | |
| Ishares Tr s^p aggr all (AOA) | 0.2 | $257k | 4.8k | 53.49 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $264k | 225.00 | 1173.33 | |
| Electronic Arts (EA) | 0.2 | $246k | 2.4k | 101.57 | |
| Abbvie (ABBV) | 0.2 | $246k | 3.1k | 80.58 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.2 | $240k | 4.3k | 55.92 | |
| Cme (CME) | 0.2 | $232k | 1.4k | 164.19 | |
| Rbc Cad (RY) | 0.2 | $226k | 3.0k | 75.66 | |
| Pepsi (PEP) | 0.2 | $213k | 1.7k | 122.84 | |
| Boston Properties (BXP) | 0.2 | $221k | 1.7k | 133.86 | |
| Gilead Sciences (GILD) | 0.2 | $202k | 3.1k | 65.14 | |
| EOG Resources (EOG) | 0.2 | $212k | 2.2k | 95.41 | |
| Bank Of Montreal Cadcom (BMO) | 0.2 | $209k | 2.8k | 74.67 | |
| Liberty Property Trust | 0.2 | $202k | 4.2k | 48.46 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $137k | 11k | 12.87 |
