Midwest Professional Planners

Midwest Professional Planners as of Dec. 31, 2020

Portfolio Holdings for Midwest Professional Planners

Midwest Professional Planners holds 112 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 8.8 $14M 121k 118.19
Ishares Tr Russell 3000 Etf (IWV) 6.0 $9.8M 44k 223.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.0 $9.7M 26k 373.89
Ishares Tr Msci Emg Mkt Etf (EEM) 5.3 $8.6M 166k 51.67
Ishares Tr Rus 1000 Etf (IWB) 4.9 $7.9M 37k 211.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 4.2 $6.8M 16k 419.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $4.1M 48k 86.38
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.5 $4.0M 49k 82.79
Ishares Tr Rus 2000 Val Etf (IWN) 2.2 $3.5M 27k 131.76
NVIDIA Corporation (NVDA) 2.1 $3.4M 6.5k 522.20
Ishares Tr Barclays 7 10 Yr (IEF) 2.0 $3.3M 28k 119.95
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.0 $3.3M 25k 132.99
Apple (AAPL) 2.0 $3.2M 24k 132.71
Ishares Tr Msci Eafe Etf (EFA) 1.6 $2.6M 36k 72.97
Moody's Corporation (MCO) 1.6 $2.6M 8.9k 290.27
Ishares Tr Russell 2000 Etf (IWM) 1.5 $2.4M 13k 196.06
Applied Materials (AMAT) 1.4 $2.3M 27k 86.29
Edwards Lifesciences (EW) 1.2 $2.0M 22k 91.24
Nike CL B (NKE) 1.2 $1.9M 14k 141.45
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.2 $1.9M 12k 159.24
JPMorgan Chase & Co. (JPM) 1.1 $1.7M 14k 127.08
Lam Research Corporation (LRCX) 1.0 $1.7M 3.6k 472.28
Microsoft Corporation (MSFT) 1.0 $1.7M 7.5k 222.47
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $1.7M 17k 96.98
Union Pacific Corporation (UNP) 1.0 $1.6M 7.6k 208.18
Oshkosh Corporation (OSK) 1.0 $1.6M 18k 86.10
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $1.5M 31k 50.71
Eaton Corp SHS (ETN) 0.9 $1.4M 12k 120.11
Norfolk Southern (NSC) 0.8 $1.4M 5.7k 237.61
Raytheon Technologies Corp (RTX) 0.8 $1.3M 18k 71.52
Waste Management (WM) 0.8 $1.3M 11k 117.89
Lockheed Martin Corporation (LMT) 0.8 $1.3M 3.5k 354.98
Ishares Tr National Mun Etf (MUB) 0.8 $1.2M 10k 117.22
Skyworks Solutions (SWKS) 0.7 $1.2M 7.9k 152.87
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.7 $1.1M 39k 29.49
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.1M 8.6k 127.68
Northrop Grumman Corporation (NOC) 0.7 $1.1M 3.6k 304.71
BlackRock (BLK) 0.7 $1.1M 1.5k 721.19
Paychex (PAYX) 0.7 $1.1M 12k 93.15
Wec Energy Group (WEC) 0.7 $1.1M 12k 92.01
Abbott Laboratories (ABT) 0.7 $1.1M 9.8k 109.52
Select Sector Spdr Tr Technology (XLK) 0.7 $1.1M 8.3k 130.02
Fidelity National Information Services (FIS) 0.6 $1.1M 7.4k 141.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.0M 7.5k 136.78
salesforce (CRM) 0.6 $1.0M 4.6k 222.46
Abbvie (ABBV) 0.6 $1.0M 9.5k 107.15
Boston Scientific Corporation (BSX) 0.6 $1.0M 28k 35.97
Capital One Financial (COF) 0.6 $1.0M 10k 98.81
Amgen (AMGN) 0.6 $981k 4.3k 229.96
Discover Financial Services (DFS) 0.6 $978k 11k 90.56
Costco Wholesale Corporation (COST) 0.6 $943k 2.5k 376.75
Visa Com Cl A (V) 0.6 $930k 4.3k 218.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $886k 6.4k 138.09
Broadcom (AVGO) 0.5 $840k 1.9k 437.50
Amazon (AMZN) 0.5 $824k 253.00 3256.92
Fiserv (FI) 0.5 $802k 7.0k 113.82
Comcast Corp Cl A (CMCSA) 0.5 $784k 15k 52.41
American Tower Reit (AMT) 0.5 $771k 3.4k 224.58
Oracle Corporation (ORCL) 0.5 $765k 12k 64.68
Public Storage (PSA) 0.5 $739k 3.2k 231.01
Intel Corporation (INTC) 0.4 $712k 14k 49.81
T. Rowe Price (TROW) 0.4 $691k 4.6k 151.40
Analog Devices (ADI) 0.4 $619k 4.2k 147.63
Ishares Tr Core Intl Aggr (IAGG) 0.4 $613k 11k 56.22
Prologis (PLD) 0.4 $600k 6.0k 99.65
Xilinx 0.4 $575k 4.1k 141.80
Facebook Cl A (META) 0.3 $557k 2.0k 273.31
Cummins (CMI) 0.3 $554k 2.4k 227.33
Ishares Tr Short Treas Bd (SHV) 0.3 $529k 4.8k 110.53
Eversource Energy (ES) 0.3 $523k 6.0k 86.49
3M Company (MMM) 0.3 $510k 2.9k 174.60
Kimberly-Clark Corporation (KMB) 0.3 $502k 3.7k 134.84
Pepsi (PEP) 0.3 $496k 3.3k 148.19
Peak (DOC) 0.3 $475k 16k 30.26
Genuine Parts Company (GPC) 0.3 $472k 4.7k 100.53
Chevron Corporation (CVX) 0.2 $396k 4.7k 84.36
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $393k 7.5k 52.19
Electronic Arts (EA) 0.2 $392k 2.7k 143.75
Xcel Energy (XEL) 0.2 $382k 5.7k 66.62
Nxp Semiconductors N V (NXPI) 0.2 $369k 2.3k 158.98
Oge Energy Corp (OGE) 0.2 $367k 12k 31.82
Micron Technology (MU) 0.2 $364k 4.8k 75.27
Align Technology (ALGN) 0.2 $338k 633.00 533.97
Alphabet Cap Stk Cl A (GOOGL) 0.2 $328k 187.00 1754.01
Paypal Holdings (PYPL) 0.2 $326k 1.4k 233.86
Procter & Gamble Company (PG) 0.2 $325k 2.3k 139.01
Fs Kkr Capital Corp. Ii 0.2 $320k 20k 16.38
Rbc Cad (RY) 0.2 $311k 3.8k 82.19
Thermo Fisher Scientific (TMO) 0.2 $303k 650.00 466.15
Omega Healthcare Investors (OHI) 0.2 $301k 8.3k 36.33
Ishares Tr Modert Alloc Etf (AOM) 0.2 $293k 6.8k 43.14
Ishares Tr Select Divid Etf (DVY) 0.2 $291k 3.0k 96.26
Hewlett Packard Enterprise (HPE) 0.2 $289k 24k 11.86
Cisco Systems (CSCO) 0.2 $286k 6.4k 44.69
Evergy (EVRG) 0.2 $284k 5.1k 55.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $278k 1.2k 231.67
Tesla Motors (TSLA) 0.2 $271k 384.00 705.73
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $264k 4.1k 64.25
Vanguard Index Fds Large Cap Etf (VV) 0.2 $260k 1.5k 175.68
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $257k 1.2k 206.43
Exxon Mobil Corporation (XOM) 0.2 $257k 6.2k 41.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $252k 144.00 1750.00
Adobe Systems Incorporated (ADBE) 0.2 $250k 500.00 500.00
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $248k 5.3k 47.23
Hormel Foods Corporation (HRL) 0.2 $247k 5.3k 46.65
Dominion Resources (D) 0.1 $240k 3.2k 75.31
Intuitive Surgical Com New (ISRG) 0.1 $228k 279.00 817.20
Badger Meter (BMI) 0.1 $223k 2.4k 94.17
Epr Pptys Com Sh Ben Int (EPR) 0.1 $222k 6.8k 32.48
Ishares Tr New York Mun Etf (NYF) 0.1 $203k 3.5k 58.23
Chromadex Corp Com New (CDXC) 0.1 $197k 41k 4.81
Kimco Realty Corporation (KIM) 0.1 $179k 12k 14.97