Midwest Professional Planners as of March 31, 2020
Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 81 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Skyworks Solutions (SWKS) | 6.8 | $6.9M | 27k | 257.77 | |
| iShares Lehman Aggregate Bond (AGG) | 6.8 | $6.8M | 59k | 115.38 | |
| Spdr S&p 500 Etf (SPY) | 6.7 | $6.8M | 79k | 86.66 | |
| iShares Russell 1000 Index (IWB) | 5.8 | $5.8M | 41k | 141.53 | |
| iShares Russell 3000 Index (IWV) | 4.1 | $4.1M | 28k | 148.34 | |
| 3M Company (MMM) | 3.9 | $4.0M | 15k | 262.90 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 3.9 | $3.9M | 82k | 47.87 | |
| Lam Research Corporation (LRCX) | 3.1 | $3.1M | 25k | 123.49 | |
| iShares MSCI Emerging Markets Indx (EEM) | 2.6 | $2.6M | 76k | 34.13 | |
| iShares MSCI EAFE Index Fund (EFA) | 2.6 | $2.6M | 49k | 53.45 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 2.3 | $2.4M | 25k | 96.66 | |
| iShares Russell 1000 Growth Index (IWF) | 2.3 | $2.3M | 15k | 150.67 | |
| Invesco Qqq Trust Series 1 (QQQ) | 2.3 | $2.3M | 12k | 190.37 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 2.2 | $2.2M | 8.5k | 263.56 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 2.2 | $2.2M | 29k | 77.06 | |
| SPDR S&P MidCap 400 ETF (MDY) | 1.7 | $1.7M | 8.3k | 211.46 | |
| iShares Russell 2000 Index (IWM) | 1.7 | $1.7M | 15k | 114.45 | |
| iShares Dow Jones Select Dividend (DVY) | 1.6 | $1.6M | 22k | 73.56 | |
| Apple (AAPL) | 1.6 | $1.6M | 6.4k | 254.19 | |
| Edwards Lifesciences (EW) | 1.2 | $1.2M | 6.5k | 188.57 | |
| Applied Materials (AMAT) | 1.2 | $1.2M | 26k | 45.83 | |
| Liberty Property Trust | 1.1 | $1.1M | 3.2k | 339.02 | |
| Northrop Grumman Corporation (NOC) | 1.1 | $1.1M | 13k | 82.73 | |
| Nike (NKE) | 1.1 | $1.1M | 9.4k | 112.96 | |
| Paychex (PAYX) | 1.0 | $1.1M | 16k | 64.35 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.0M | 12k | 90.04 | |
| Norfolk Southern (NSC) | 1.0 | $1.0M | 3.4k | 302.46 | |
| Vanguard Europe Pacific ETF (VEA) | 1.0 | $985k | 7.0k | 141.00 | |
| Xcel Energy (XEL) | 0.9 | $923k | 10k | 92.55 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.9 | $909k | 5.8k | 157.76 | |
| Rbc Cad (RY) | 0.9 | $896k | 6.8k | 131.19 | |
| Moody's Corporation (MCO) | 0.9 | $889k | 3.7k | 240.14 | |
| Waste Management (WM) | 0.9 | $885k | 10k | 88.15 | |
| iShares Dow Jones US Utilities (IDU) | 0.9 | $875k | 6.3k | 138.10 | |
| Eaton (ETN) | 0.8 | $852k | 11k | 77.68 | |
| Fidelity National Information Services (FIS) | 0.8 | $835k | 6.9k | 121.63 | |
| Boston Scientific Corporation (BSX) | 0.8 | $830k | 25k | 32.64 | |
| Amgen (AMGN) | 0.8 | $761k | 3.8k | 202.83 | |
| NVIDIA Corporation (NVDA) | 0.7 | $728k | 5.0k | 146.04 | |
| Intel Corporation (INTC) | 0.7 | $718k | 13k | 54.10 | |
| Abbott Laboratories (ABT) | 0.7 | $683k | 8.7k | 78.90 | |
| Pepsi (PEP) | 0.7 | $667k | 11k | 62.89 | |
| T. Rowe Price (TROW) | 0.6 | $656k | 7.3k | 89.45 | |
| American Tower Reit (AMT) | 0.6 | $637k | 2.9k | 217.63 | |
| Costco Wholesale Corp | 0.6 | $634k | 2.2k | 285.07 | |
| Ishares Nasdaq Biotechnology Etf nasdaq biotech | 0.6 | $619k | 5.7k | 107.82 | |
| BlackRock (BLK) | 0.6 | $607k | 1.4k | 439.54 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.6 | $604k | 7.5k | 80.37 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.5 | $550k | 5.0k | 111.07 | |
| Health Care SPDR (XLV) | 0.5 | $548k | 6.2k | 88.62 | |
| Facebook Inc cl a (META) | 0.5 | $543k | 3.3k | 166.72 | |
| Amazon (AMZN) | 0.5 | $534k | 274.00 | 1948.91 | |
| Oshkosh Corporation (OSK) | 0.5 | $524k | 11k | 48.33 | |
| Raytheon Company | 0.5 | $469k | 2.4k | 198.56 | |
| Public Storage (PSA) | 0.4 | $454k | 5.7k | 80.31 | |
| Comcast Corporation (CMCSA) | 0.4 | $452k | 13k | 34.40 | |
| Eversource Energy (ES) | 0.4 | $441k | 5.6k | 78.12 | |
| Broadcom (AVGO) | 0.4 | $411k | 1.7k | 236.89 | |
| Union Pacific Corporation (UNP) | 0.4 | $397k | 4.1k | 97.74 | |
| Abbvie (ABBV) | 0.4 | $391k | 5.1k | 76.28 | |
| Discover Financial Services (DFS) | 0.4 | $362k | 10k | 35.71 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $351k | 2.7k | 128.01 | |
| salesforce (CRM) | 0.3 | $348k | 2.4k | 143.86 | |
| Prologis (PLD) | 0.3 | $343k | 2.9k | 120.10 | |
| Technology SPDR (XLK) | 0.3 | $332k | 5.5k | 60.36 | |
| Boeing Company (BA) | 0.3 | $324k | 2.2k | 148.90 | |
| Ishares Tr core intl aggr (IAGG) | 0.3 | $319k | 5.8k | 54.63 | |
| Omega Healthcare Investors (OHI) | 0.3 | $305k | 9.9k | 30.71 | |
| Capital One Financial (COF) | 0.3 | $300k | 5.9k | 50.45 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.3 | $300k | 7.2k | 41.38 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $294k | 253.00 | 1162.06 | |
| Fiserv (FI) | 0.3 | $283k | 3.0k | 95.03 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.3 | $271k | 7.4k | 36.72 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.3 | $255k | 2.1k | 121.54 | |
| Electronic Arts (EA) | 0.2 | $246k | 2.5k | 100.00 | |
| Visa (V) | 0.2 | $240k | 1.5k | 161.40 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $235k | 24k | 9.71 | |
| Chevron Corporation (CVX) | 0.2 | $233k | 3.2k | 72.34 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $232k | 6.1k | 38.00 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $101k | 10k | 9.67 | |
| Polymet Mining Corp | 0.0 | $3.0k | 13k | 0.23 |
