Midwest Professional Planners as of Dec. 31, 2019
Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 92 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Skyworks Solutions (SWKS) | 6.5 | $8.0M | 25k | 321.87 | |
| iShares Russell 1000 Index (IWB) | 6.0 | $7.3M | 41k | 178.42 | |
| iShares Lehman Aggregate Bond (AGG) | 5.3 | $6.5M | 58k | 112.36 | |
| Spdr S&p 500 Etf (SPY) | 5.0 | $6.2M | 73k | 84.63 | |
| 3M Company (MMM) | 4.5 | $5.5M | 15k | 375.36 | |
| iShares MSCI EAFE Index Fund (EFA) | 4.0 | $4.9M | 71k | 69.44 | |
| iShares Russell 3000 Index (IWV) | 3.9 | $4.8M | 25k | 188.49 | |
| iShares MSCI Emerging Markets Indx (EEM) | 3.2 | $3.9M | 87k | 44.87 | |
| Lam Research Corporation | 2.5 | $3.1M | 24k | 127.97 | |
| iShares Russell 2000 Index (IWM) | 2.5 | $3.0M | 18k | 165.66 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 2.3 | $2.8M | 50k | 55.49 | |
| Health Care SPDR (XLV) | 2.3 | $2.8M | 27k | 101.88 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 2.3 | $2.8M | 24k | 114.56 | |
| Financial Select Sector SPDR (XLF) | 2.1 | $2.6M | 84k | 30.78 | |
| iShares Dow Jones Select Dividend (DVY) | 2.1 | $2.6M | 24k | 105.68 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 2.1 | $2.5M | 29k | 87.94 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 1.6 | $2.0M | 8.3k | 235.24 | |
| SPDR S&P MidCap 400 ETF (MDY) | 1.6 | $1.9M | 8.2k | 237.44 | |
| Apple (AAPL) | 1.5 | $1.9M | 6.3k | 293.63 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.6M | 11k | 139.42 | |
| Applied Materials (AMAT) | 1.3 | $1.6M | 26k | 61.03 | |
| Edwards Lifesciences (EW) | 1.2 | $1.5M | 6.4k | 233.33 | |
| Paychex (PAYX) | 1.2 | $1.5M | 16k | 94.63 | |
| Rbc Cad (RY) | 1.2 | $1.4M | 6.5k | 219.73 | |
| Northrop Grumman Corporation (NOC) | 1.1 | $1.3M | 13k | 101.33 | |
| Vanguard Europe Pacific ETF (VEA) | 1.0 | $1.2M | 6.8k | 180.79 | |
| Liberty Property Trust | 1.0 | $1.2M | 3.2k | 389.40 | |
| Norfolk Southern (NSC) | 0.9 | $1.2M | 3.4k | 343.88 | |
| Boston Scientific Corporation (BSX) | 0.9 | $1.1M | 25k | 45.20 | |
| Xcel Energy (XEL) | 0.9 | $1.1M | 9.8k | 113.94 | |
| Nike (NKE) | 0.9 | $1.1M | 9.7k | 113.87 | |
| Moody's Corporation (MCO) | 0.9 | $1.1M | 3.7k | 292.50 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.9 | $1.1M | 5.1k | 212.64 | |
| Eaton (ETN) | 0.8 | $1.0M | 11k | 94.72 | |
| Fidelity National Information Services (FIS) | 0.8 | $928k | 6.7k | 139.07 | |
| NVIDIA Corporation (NVDA) | 0.8 | $927k | 4.8k | 194.05 | |
| Waste Management (WM) | 0.8 | $917k | 9.9k | 92.20 | |
| Pepsi (PEP) | 0.7 | $894k | 11k | 85.09 | |
| T. Rowe Price (TROW) | 0.7 | $883k | 7.3k | 120.94 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.7 | $877k | 5.6k | 157.65 | |
| Amgen (AMGN) | 0.7 | $872k | 3.6k | 241.08 | |
| iShares Russell 1000 Growth Index (IWF) | 0.7 | $856k | 4.9k | 175.88 | |
| Discover Financial Services | 0.7 | $843k | 9.9k | 84.83 | |
| Intel Corporation (INTC) | 0.6 | $778k | 13k | 59.85 | |
| Abbott Laboratories (ABT) | 0.6 | $714k | 8.2k | 86.80 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.6 | $716k | 7.8k | 91.72 | |
| Boeing Company (BA) | 0.6 | $703k | 2.2k | 325.92 | |
| Ishares Nasdaq Biotechnology Etf nasdaq biotech | 0.6 | $700k | 5.8k | 120.48 | |
| BlackRock | 0.6 | $676k | 1.3k | 502.60 | |
| American Tower Reit (AMT) | 0.5 | $637k | 2.8k | 229.80 | |
| Facebook Inc cl a (META) | 0.5 | $636k | 3.1k | 205.29 | |
| iShares Russell 2000 Growth Index (IWO) | 0.5 | $621k | 2.9k | 214.14 | |
| Costco Wholesale Corp | 0.5 | $627k | 2.1k | 293.81 | |
| Capital One Financial (COF) | 0.5 | $586k | 5.7k | 102.84 | |
| Comcast Corporation (CMCSA) | 0.5 | $577k | 13k | 44.97 | |
| Oshkosh Corporation (OSK) | 0.5 | $549k | 10k | 52.99 | |
| Broadcom (AVGO) | 0.4 | $542k | 1.7k | 316.03 | |
| Amazon (AMZN) | 0.4 | $501k | 271.00 | 1848.71 | |
| Raytheon Company | 0.4 | $484k | 2.3k | 212.93 | |
| Eversource Energy (ES) | 0.4 | $482k | 5.7k | 85.04 | |
| Union Pacific Corporation (UNP) | 0.4 | $470k | 3.9k | 121.76 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.4 | $453k | 4.1k | 110.46 | |
| Abbvie (ABBV) | 0.4 | $436k | 4.9k | 88.62 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $426k | 6.1k | 69.79 | |
| Omega Healthcare Investors (OHI) | 0.3 | $427k | 9.6k | 44.52 | |
| Hewlett Packard Enterprise (HPE) | 0.3 | $404k | 26k | 15.86 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.3 | $394k | 8.2k | 47.80 | |
| salesforce (CRM) | 0.3 | $379k | 2.3k | 162.80 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $365k | 2.7k | 137.74 | |
| Prologis (PLD) | 0.3 | $362k | 2.6k | 136.66 | |
| Chevron Corporation (CVX) | 0.3 | $359k | 3.0k | 120.59 | |
| Technology SPDR (XLK) | 0.3 | $354k | 5.6k | 63.55 | |
| Fiserv (FI) | 0.3 | $321k | 2.8k | 115.80 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.3 | $317k | 7.9k | 40.08 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $319k | 238.00 | 1340.34 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $309k | 7.0k | 44.05 | |
| Epr Properties (EPR) | 0.2 | $306k | 4.3k | 70.75 | |
| Genuine Parts Company (GPC) | 0.2 | $288k | 2.7k | 106.39 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $275k | 4.6k | 60.07 | |
| Electronic Arts (EA) | 0.2 | $252k | 2.3k | 107.60 | |
| Microsoft Corporation (MSFT) | 0.2 | $239k | 1.4k | 176.78 | |
| Public Storage (PSA) | 0.2 | $243k | 2.7k | 89.21 | |
| Visa (V) | 0.2 | $251k | 1.3k | 187.73 | |
| Boston Properties (BXP) | 0.2 | $249k | 1.8k | 137.57 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.2 | $243k | 3.1k | 79.26 | |
| Oracle Corporation (ORCL) | 0.2 | $231k | 5.5k | 42.36 | |
| Vanguard Large-Cap ETF (VV) | 0.2 | $230k | 1.6k | 147.72 | |
| Ishares Tr core intl aggr (IAGG) | 0.2 | $235k | 4.3k | 54.87 | |
| Micron Technology (MU) | 0.2 | $215k | 4.0k | 53.75 | |
| Wec Energy Group (WEC) | 0.2 | $222k | 1.2k | 178.31 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $206k | 10k | 20.69 | |
| Ishares Tr s^p aggr all (AOA) | 0.2 | $210k | 3.6k | 57.96 |
