Midwest Professional Planners

Midwest Professional Planners as of Sept. 30, 2021

Portfolio Holdings for Midwest Professional Planners

Midwest Professional Planners holds 114 positions in its portfolio as reported in the September 2021 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) 8.0 $15M 35k 429.12
Ishares Tr Core Us Aggbd Et (AGG) 7.5 $14M 123k 114.67
Ishares Tr Rus 1000 Etf (IWB) 5.1 $9.5M 40k 241.47
Ishares Tr Russell 3000 Etf (IWV) 5.0 $9.4M 37k 254.37
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.7 $7.0M 15k 480.36
Ishares Tr Msci Eafe Etf (EFA) 2.7 $5.1M 66k 77.92
NVIDIA Corporation (NVDA) 2.7 $5.1M 24k 207.15
Select Sector Spdr Tr Technology (XLK) 2.1 $4.0M 27k 149.18
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $4.0M 15k 273.82
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.1 $3.9M 31k 127.19
Applied Materials (AMAT) 1.7 $3.2M 25k 128.74
Ishares Tr Russell 2000 Etf (IWM) 1.7 $3.1M 14k 218.55
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $3.1M 63k 50.34
Moody's Corporation (MCO) 1.7 $3.1M 8.8k 355.04
Apple (AAPL) 1.4 $2.7M 19k 141.52
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.4 $2.6M 20k 130.01
Edwards Lifesciences (EW) 1.3 $2.4M 22k 113.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $2.4M 28k 87.36
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 1.2 $2.3M 27k 85.11
Ishares Tr Barclays 7 10 Yr (IEF) 1.2 $2.3M 20k 115.08
Ishares Tr Short Treas Bd (SHV) 1.2 $2.3M 20k 111.43
JPMorgan Chase & Co. (JPM) 1.2 $2.2M 14k 163.70
Microsoft Corporation (MSFT) 1.1 $2.2M 7.7k 281.92
Lam Research Corporation (LRCX) 1.0 $2.0M 3.5k 569.01
Nike CL B (NKE) 1.0 $1.9M 13k 145.21
Oshkosh Corporation (OSK) 1.0 $1.8M 18k 102.40
Ishares Tr Cohen Steer Reit (ICF) 0.9 $1.8M 27k 65.41
Eaton Corp SHS (ETN) 0.9 $1.8M 12k 149.34
Ishares Tr U.s. Utilits Etf (IDU) 0.9 $1.7M 22k 78.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.7M 4.8k 358.02
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.9 $1.7M 15k 112.07
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $1.7M 12k 144.75
Ishares Tr Ishares Biotech (IBB) 0.9 $1.7M 10k 161.71
Capital One Financial (COF) 0.9 $1.7M 10k 161.96
Raytheon Technologies Corp (RTX) 0.9 $1.6M 19k 85.98
Waste Management (WM) 0.9 $1.6M 11k 149.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $1.6M 19k 86.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.6M 12k 132.84
Union Pacific Corporation (UNP) 0.8 $1.5M 7.7k 196.04
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $1.4M 27k 50.78
Norfolk Southern (NSC) 0.7 $1.4M 5.7k 239.18
Ishares Tr National Mun Etf (MUB) 0.7 $1.3M 12k 116.21
Northrop Grumman Corporation (NOC) 0.7 $1.3M 3.7k 360.22
Discover Financial Services (DFS) 0.7 $1.3M 11k 122.88
Paychex (PAYX) 0.7 $1.3M 12k 112.42
salesforce (CRM) 0.7 $1.3M 4.7k 271.30
Skyworks Solutions (SWKS) 0.7 $1.3M 7.8k 164.82
Lockheed Martin Corporation (LMT) 0.7 $1.3M 3.7k 344.95
BlackRock (BLK) 0.7 $1.2M 1.5k 838.25
Boston Scientific Corporation (BSX) 0.7 $1.2M 29k 43.40
Abbott Laboratories (ABT) 0.6 $1.2M 9.9k 118.09
Costco Wholesale Corporation (COST) 0.6 $1.1M 2.5k 449.59
Abbvie (ABBV) 0.6 $1.1M 10k 107.90
Wec Energy Group (WEC) 0.6 $1.1M 12k 88.20
Visa Com Cl A (V) 0.6 $1.1M 4.8k 222.78
Oracle Corporation (ORCL) 0.6 $1.0M 12k 87.17
Public Storage (PSA) 0.5 $975k 3.3k 296.98
American Tower Reit (AMT) 0.5 $962k 3.6k 265.31
Broadcom (AVGO) 0.5 $944k 1.9k 484.85
Amgen (AMGN) 0.5 $939k 4.4k 212.73
Fidelity National Information Services (FIS) 0.5 $931k 7.7k 121.67
T. Rowe Price (TROW) 0.5 $903k 4.6k 196.77
Medtronic SHS (MDT) 0.5 $886k 7.1k 125.41
Fiserv (FI) 0.5 $851k 7.8k 108.48
Comcast Corp Cl A (CMCSA) 0.4 $829k 15k 55.95
Amazon (AMZN) 0.4 $825k 251.00 3286.85
Intel Corporation (INTC) 0.4 $798k 15k 53.29
Ishares Tr Core Intl Aggr (IAGG) 0.4 $793k 14k 54.94
Analog Devices (ADI) 0.4 $754k 4.5k 167.48
Prologis (PLD) 0.4 $723k 5.8k 125.50
Xilinx 0.4 $683k 4.5k 151.04
Genuine Parts Company (GPC) 0.3 $628k 5.2k 121.21
Cummins (CMI) 0.3 $603k 2.7k 224.50
Peak (DOC) 0.3 $591k 18k 33.48
3M Company (MMM) 0.3 $569k 3.2k 175.35
Facebook Cl A (META) 0.3 $540k 1.6k 339.62
Kimberly-Clark Corporation (KMB) 0.3 $531k 4.0k 132.45
Pepsi (PEP) 0.3 $529k 3.5k 150.28
Chevron Corporation (CVX) 0.3 $501k 4.9k 101.36
Eversource Energy (ES) 0.3 $491k 6.0k 81.70
Nxp Semiconductors N V (NXPI) 0.3 $489k 2.5k 195.76
Alphabet Cap Stk Cl A (GOOGL) 0.2 $471k 176.00 2676.14
Procter & Gamble Company (PG) 0.2 $439k 3.1k 139.85
Electronic Arts (EA) 0.2 $407k 2.9k 142.16
Oge Energy Corp (OGE) 0.2 $406k 12k 32.98
Align Technology (ALGN) 0.2 $403k 606.00 665.02
Rbc Cad (RY) 0.2 $395k 4.0k 99.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $392k 147.00 2666.67
Cisco Systems (CSCO) 0.2 $384k 7.1k 54.42
Thermo Fisher Scientific (TMO) 0.2 $384k 672.00 571.43
Biontech Se Sponsored Ads (BNTX) 0.2 $380k 1.4k 271.62
Hewlett Packard Enterprise (HPE) 0.2 $366k 26k 14.25
Exxon Mobil Corporation (XOM) 0.2 $366k 6.2k 58.74
Paypal Holdings (PYPL) 0.2 $366k 1.4k 259.94
Epr Pptys Com Sh Ben Int (EPR) 0.2 $361k 7.4k 49.08
Xcel Energy (XEL) 0.2 $351k 5.6k 62.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $343k 1.3k 273.09
Micron Technology (MU) 0.2 $341k 4.8k 71.07
Adobe Systems Incorporated (ADBE) 0.2 $302k 524.00 576.34
Vanguard Index Fds Large Cap Etf (VV) 0.2 $297k 1.5k 200.68
Intuitive Surgical Com New (ISRG) 0.2 $296k 298.00 993.29
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $295k 1.2k 236.95
Dominion Resources (D) 0.1 $275k 3.8k 73.08
Omega Healthcare Investors (OHI) 0.1 $274k 9.1k 29.96
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $272k 4.9k 55.41
American Express Company (AXP) 0.1 $269k 1.6k 167.50
Kimco Realty Corporation (KIM) 0.1 $269k 13k 20.78
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $248k 4.9k 50.56
Ishares Tr Modert Alloc Etf (AOM) 0.1 $241k 5.4k 44.77
Badger Meter (BMI) 0.1 $239k 2.4k 100.93
Hormel Foods Corporation (HRL) 0.1 $228k 5.6k 41.03
Ishares Tr Select Divid Etf (DVY) 0.1 $222k 1.9k 114.67
Boston Properties (BXP) 0.1 $220k 2.0k 108.21
Chromadex Corp Com New (CDXC) 0.1 $131k 21k 6.25