Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- Latest filing
- Aug 5, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 80
- No 13F data for Q4 2020
- Portfolio value
- $99.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWKSSkyworks Solutions, Inc. | Stock | 26,784 | $6.90M | 7.0% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 59,327 | $6.84M | 6.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 78,568 | $6.81M | 6.9% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 41,292 | $5.84M | 5.9% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 73,266 | $4.98M | 5.0% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 27,875 | $4.13M | 4.2% | – | – | – |
| MMM3M Co | Stock | 15,059 | $3.96M | 4.0% | – | – | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 82,063 | $3.93M | 4.0% | – | – | – |
| LRCXLam Research Corp | COM | 25,054 | $3.09M | 3.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 76,413 | $2.61M | 2.6% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,378 | $2.32M | 2.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,108 | $2.31M | 2.3% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 28,602 | $2.20M | 2.2% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,252 | $1.75M | 1.8% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 15,029 | $1.72M | 1.7% | – | – | – |
| EAElectronic Arts Inc. | COM | 22,417 | $1.65M | 1.7% | – | – | History |
| AAPLApple Inc. | Stock | 6,377 | $1.62M | 1.6% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 6,544 | $1.23M | 1.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 25,943 | $1.19M | 1.2% | – | – | History |
| Liberty Ppty Tr SH Ben Int531172104 | REIT | 3,224 | $1.09M | 1.1% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 13,018 | $1.08M | 1.1% | – | – | History |
| NKENIKE, Inc. | Stock | 9,437 | $1.07M | 1.1% | – | – | History |
| PAYXPaychex Inc | Stock | 16,347 | $1.05M | 1.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 11,651 | $1.05M | 1.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 3,412 | $1.03M | 1.0% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,986 | $985.0K | 1.0% | – | – | – |
| XELXcel Energy Inc | Stock | 9,973 | $923.0K | 0.9% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,762 | $909.0K | 0.9% | – | – | – |
| RTXRTX Corp | Stock | 6,830 | $896.0K | 0.9% | – | – | History |
| MCOMoodys Corp | Stock | 3,702 | $889.0K | 0.9% | – | – | History |
| WMWaste Management Inc | Stock | 10,040 | $885.0K | 0.9% | – | – | History |
| iShares Tr464287697 | U.S. UTILITS ETF | 6,336 | $875.0K | 0.9% | – | – | – |
| ETNEaton Corp plc | Stock | 10,968 | $852.0K | 0.9% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 6,865 | $835.0K | 0.8% | – | – | History |
| BSXBoston Scientific Corp | Stock | 25,426 | $830.0K | 0.8% | – | – | History |
| AMGNAmgen Inc | Stock | 3,752 | $761.0K | 0.8% | – | – | History |
| NVDANVIDIA Corp | Stock | 4,985 | $728.0K | 0.7% | – | – | History |
| INTCIntel Corp | Stock | 13,272 | $718.0K | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 8,657 | $683.0K | 0.7% | – | – | History |
| PEPPepsiCo Inc | Stock | 10,606 | $667.0K | 0.7% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 7,334 | $656.0K | 0.7% | – | – | History |
| AMTAmerican Tower Corp | REIT | 2,927 | $637.0K | 0.6% | – | – | History |
| COSTCostco Wholesale Corp | COM | 2,224 | $634.0K | 0.6% | – | – | History |
| iShares Tr464287556 | ISHARES BIOTECH | 5,741 | $619.0K | 0.6% | – | – | – |
| BLKBlackRock, Inc. | COM | 1,381 | $607.0K | 0.6% | – | – | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 7,515 | $604.0K | 0.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,952 | $550.0K | 0.6% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,184 | $548.0K | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,257 | $543.0K | 0.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 274 | $534.0K | 0.5% | – | – | History |
| OSKOshkosh Corp | COM | 10,843 | $524.0K | 0.5% | – | – | History |
| Raytheon Technologies Corp755111507 | COM | 2,362 | $469.0K | 0.5% | – | – | – |
| PSAPublic Storage | COM | 5,653 | $454.0K | 0.5% | – | – | History |
| CMCSAComcast Corp | Stock | 13,140 | $452.0K | 0.5% | – | – | History |
| ESEversource Energy | Stock | 5,645 | $441.0K | 0.4% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,735 | $411.0K | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 4,062 | $397.0K | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,126 | $391.0K | 0.4% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 10,138 | $362.0K | 0.4% | – | – | – |
| LMTLockheed Martin Corp | Stock | 2,742 | $351.0K | 0.4% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,419 | $348.0K | 0.4% | – | – | History |
| PLDPrologis, Inc. | REIT | 2,856 | $343.0K | 0.3% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,500 | $332.0K | 0.3% | – | – | – |
| BABoeing Co | Stock | 2,176 | $324.0K | 0.3% | – | – | History |
| iShares Tr46435G672 | CORE INTL AGGR | 5,839 | $319.0K | 0.3% | – | – | – |
| OHIOmega Healthcare Investors Inc | COM | 9,930 | $305.0K | 0.3% | – | – | History |
| COFCapital One Financial Corp | Stock | 5,947 | $300.0K | 0.3% | – | – | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 7,249 | $300.0K | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 253 | $294.0K | 0.3% | – | – | History |
| FISVFiserv Inc | Stock | 2,978 | $283.0K | 0.3% | – | – | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,380 | $271.0K | 0.3% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,098 | $255.0K | 0.3% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,460 | $246.0K | 0.2% | – | – | – |
| VVisa Inc. | Stock | 1,487 | $240.0K | 0.2% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 24,210 | $235.0K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 3,221 | $233.0K | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 6,106 | $232.0K | 0.2% | – | – | History |
| KMBKimberly Clark Corp | Stock | 10,448 | $101.0K | 0.1% | – | – | History |
| Polymet MNG Corp731916409 | COM NEW | 13,180 | $3.00K | <0.1% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 8,461 | – | – | – | – | – |