Midwest Professional Planners as of Dec. 31, 2022
Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 123 positions in its portfolio as reported in the December 2022 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) | 7.9 | $14M | 37k | 382.43 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 5.7 | $10M | 106k | 96.99 | |
| Ishares Tr Rus 1000 Etf (IWB) | 4.3 | $7.8M | 37k | 210.52 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 4.2 | $7.6M | 17k | 442.79 | |
| Ishares Tr Russell 3000 Etf (IWV) | 3.8 | $6.9M | 31k | 220.68 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.4 | $4.2M | 52k | 81.17 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $4.2M | 24k | 174.36 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.3 | $4.2M | 31k | 135.85 | |
| Select Sector Spdr Tr Energy (XLE) | 2.2 | $3.9M | 45k | 87.47 | |
| NVIDIA Corporation (NVDA) | 2.0 | $3.6M | 25k | 146.14 | |
| Apple (AAPL) | 1.7 | $3.1M | 24k | 129.93 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.6 | $3.0M | 26k | 114.89 | |
| Select Sector Spdr Tr Financial (XLF) | 1.6 | $2.9M | 84k | 34.20 | |
| Moody's Corporation (MCO) | 1.6 | $2.8M | 10k | 278.62 | |
| Northrop Grumman Corporation (NOC) | 1.4 | $2.4M | 4.5k | 545.58 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $2.4M | 5.0k | 486.51 | |
| Applied Materials (AMAT) | 1.3 | $2.3M | 24k | 97.38 | |
| Microsoft Corporation (MSFT) | 1.3 | $2.3M | 9.7k | 239.82 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.3M | 17k | 134.10 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $2.2M | 22k | 100.92 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $2.2M | 13k | 169.64 | |
| Abbvie (ABBV) | 1.2 | $2.2M | 14k | 161.61 | |
| Eaton Corp SHS (ETN) | 1.2 | $2.1M | 14k | 156.94 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $2.1M | 29k | 74.55 | |
| Ishares Tr Ishares Biotech (IBB) | 1.2 | $2.1M | 16k | 131.29 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $2.1M | 14k | 151.65 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.2 | $2.1M | 20k | 105.34 | |
| Waste Management (WM) | 1.1 | $2.0M | 13k | 156.88 | |
| Ishares Tr North Amern Nat (IGE) | 1.1 | $1.9M | 48k | 40.66 | |
| Edwards Lifesciences (EW) | 1.1 | $1.9M | 26k | 74.61 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $1.9M | 29k | 65.64 | |
| Union Pacific Corporation (UNP) | 1.1 | $1.9M | 9.2k | 207.08 | |
| Norfolk Southern (NSC) | 1.0 | $1.8M | 7.4k | 246.41 | |
| Nike CL B (NKE) | 1.0 | $1.8M | 16k | 117.01 | |
| Oshkosh Corporation (OSK) | 1.0 | $1.8M | 21k | 88.19 | |
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $1.7M | 35k | 47.47 | |
| Boston Scientific Corporation (BSX) | 0.9 | $1.7M | 36k | 46.27 | |
| Paychex (PAYX) | 0.9 | $1.7M | 14k | 115.56 | |
| Lam Research Corporation (LRCX) | 0.9 | $1.6M | 3.8k | 420.28 | |
| Amgen (AMGN) | 0.9 | $1.6M | 6.0k | 262.63 | |
| Costco Wholesale Corporation (COST) | 0.9 | $1.5M | 3.4k | 456.45 | |
| Broadcom (AVGO) | 0.8 | $1.4M | 2.5k | 559.22 | |
| Abbott Laboratories (ABT) | 0.7 | $1.3M | 12k | 109.79 | |
| Visa Com Cl A (V) | 0.7 | $1.3M | 6.3k | 207.77 | |
| Chevron Corporation (CVX) | 0.7 | $1.2M | 6.9k | 179.49 | |
| Discover Financial Services (DFS) | 0.7 | $1.2M | 13k | 97.83 | |
| Oracle Corporation (ORCL) | 0.7 | $1.2M | 15k | 81.74 | |
| BlackRock (BLK) | 0.7 | $1.2M | 1.7k | 708.61 | |
| Public Storage (PSA) | 0.7 | $1.2M | 4.3k | 280.17 | |
| Genuine Parts Company (GPC) | 0.6 | $1.2M | 6.7k | 173.51 | |
| Capital One Financial (COF) | 0.6 | $1.1M | 12k | 92.96 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $1.1M | 12k | 95.78 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $1.1M | 10k | 105.43 | |
| American Tower Reit (AMT) | 0.6 | $1.1M | 5.0k | 211.88 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $1.0M | 21k | 50.33 | |
| Fiserv (FI) | 0.6 | $1.0M | 10k | 101.07 | |
| Pepsi (PEP) | 0.6 | $996k | 5.5k | 180.66 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $988k | 9.0k | 110.30 | |
| Analog Devices (ADI) | 0.5 | $945k | 5.8k | 164.02 | |
| Cummins (CMI) | 0.5 | $933k | 3.9k | 242.28 | |
| Skyworks Solutions (SWKS) | 0.5 | $927k | 10k | 91.13 | |
| Cheniere Energy Com New (LNG) | 0.5 | $898k | 6.0k | 149.96 | |
| salesforce (CRM) | 0.5 | $826k | 6.2k | 132.58 | |
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $768k | 7.0k | 109.92 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $752k | 5.5k | 135.74 | |
| Prologis (PLD) | 0.4 | $711k | 6.3k | 112.73 | |
| Advanced Micro Devices (AMD) | 0.4 | $668k | 10k | 64.77 | |
| T. Rowe Price (TROW) | 0.4 | $668k | 6.1k | 109.07 | |
| Oge Energy Corp (OGE) | 0.4 | $667k | 17k | 39.55 | |
| Ishares Tr National Mun Etf (MUB) | 0.4 | $639k | 6.1k | 105.51 | |
| Fidelity National Information Services (FIS) | 0.3 | $608k | 9.0k | 67.85 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $590k | 17k | 34.97 | |
| Eversource Energy (ES) | 0.3 | $571k | 6.8k | 83.84 | |
| Peak (DOC) | 0.3 | $569k | 23k | 25.07 | |
| Rbc Cad (RY) | 0.3 | $539k | 5.7k | 94.02 | |
| Hewlett Packard Enterprise (HPE) | 0.3 | $537k | 34k | 15.96 | |
| Electronic Arts (EA) | 0.3 | $532k | 4.4k | 122.18 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $526k | 955.00 | 550.73 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $506k | 3.2k | 158.02 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.3 | $502k | 13k | 37.72 | |
| 3M Company (MMM) | 0.3 | $496k | 4.1k | 119.91 | |
| Xcel Energy (XEL) | 0.3 | $484k | 6.9k | 70.11 | |
| Amazon (AMZN) | 0.3 | $460k | 5.5k | 84.00 | |
| EOG Resources (EOG) | 0.3 | $457k | 3.5k | 129.50 | |
| Cisco Systems (CSCO) | 0.3 | $455k | 9.5k | 47.64 | |
| Intel Corporation (INTC) | 0.2 | $423k | 16k | 26.43 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $423k | 1.5k | 288.78 | |
| Kimco Realty Corporation (KIM) | 0.2 | $421k | 20k | 21.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $415k | 4.7k | 88.23 | |
| Omega Healthcare Investors (OHI) | 0.2 | $411k | 15k | 27.95 | |
| Procter & Gamble Company (PG) | 0.2 | $403k | 2.7k | 151.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $374k | 1.2k | 308.90 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $372k | 1.4k | 265.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $368k | 4.2k | 88.73 | |
| Deere & Company (DE) | 0.2 | $366k | 853.00 | 428.96 | |
| Dominion Resources (D) | 0.2 | $361k | 5.9k | 61.32 | |
| Wec Energy Group (WEC) | 0.2 | $359k | 3.8k | 93.76 | |
| American Express Company (AXP) | 0.2 | $349k | 2.4k | 147.75 | |
| Micron Technology (MU) | 0.2 | $339k | 6.8k | 49.98 | |
| Hormel Foods Corporation (HRL) | 0.2 | $329k | 7.2k | 45.55 | |
| Corteva (CTVA) | 0.2 | $325k | 5.5k | 58.78 | |
| Biontech Se Sponsored Ads (BNTX) | 0.2 | $319k | 2.1k | 150.19 | |
| Vmware Cl A Com | 0.2 | $312k | 2.5k | 122.76 | |
| Provident Financial Services (PFS) | 0.2 | $275k | 13k | 21.36 | |
| DTE Energy Company (DTE) | 0.2 | $272k | 2.3k | 117.55 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $267k | 4.2k | 64.34 | |
| Meta Platforms Cl A (META) | 0.1 | $263k | 2.2k | 120.34 | |
| American Electric Power Company (AEP) | 0.1 | $259k | 2.7k | 94.97 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $258k | 1.6k | 165.22 | |
| Badger Meter (BMI) | 0.1 | $258k | 2.4k | 109.03 | |
| Eli Lilly & Co. (LLY) | 0.1 | $255k | 698.00 | 365.84 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $254k | 1.2k | 203.81 | |
| L3harris Technologies (LHX) | 0.1 | $249k | 1.2k | 208.27 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $245k | 727.00 | 336.53 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $235k | 1.3k | 184.30 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $232k | 1.3k | 174.20 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $228k | 1.9k | 120.60 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $221k | 1.6k | 138.66 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $220k | 4.7k | 47.16 | |
| Science App Int'l (SAIC) | 0.1 | $212k | 1.9k | 110.93 | |
| Boston Properties (BXP) | 0.1 | $202k | 3.0k | 67.58 | |
| Chromadex Corp Com New (CDXC) | 0.0 | $35k | 21k | 1.68 | |
| Xtant Med Hldgs Com New (XTNT) | 0.0 | $27k | 41k | 0.66 |
