Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- Latest filing
- Aug 5, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 11, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 120
- +4 vs. Q4 2021
- Portfolio value
- $203.3M
- −$2.56M (−1.2%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 34,786 | $15.7M | 7.7% | −586−1.7% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 130,743 | $14.0M | 6.9% | +11,628+9.8% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 50,333 | $13.2M | 6.5% | +6,226+14.1% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 34,578 | $8.65M | 4.3% | −4,566−11.7% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,858 | $8.27M | 4.1% | +2,547+17.8% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 86,212 | $7.19M | 3.5% | +69,368+411.8% | Added | – |
| NVDANVIDIA Corp | Stock | 23,570 | $6.43M | 3.2% | +50.0% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 65,734 | $4.84M | 2.4% | −1,318−2.0% | Reduced | – |
| iShares Tr464287374 | NORTH AMERN NAT | 113,200 | $4.58M | 2.3% | +113,200 | New | – |
| AAPLApple Inc. | Stock | 25,242 | $4.41M | 2.2% | −902−3.5% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 25,661 | $4.26M | 2.1% | +25,661 | New | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 111,011 | $4.25M | 2.1% | +111,011 | New | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 27,783 | $3.39M | 1.7% | +8,734+45.9% | Added | – |
| AMATApplied Materials Inc | Stock | 24,978 | $3.29M | 1.6% | +238+1.0% | Added | History |
| MCOMoodys Corp | Stock | 9,113 | $3.08M | 1.5% | +289+3.3% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 62,975 | $2.84M | 1.4% | +791+1.3% | Added | – |
| EWEdwards Lifesciences Corp | Stock | 22,436 | $2.64M | 1.3% | +873+4.0% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 12,511 | $2.57M | 1.3% | −1,163−8.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 8,263 | $2.55M | 1.3% | +475+6.1% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 27,304 | $2.25M | 1.1% | +576+2.2% | Added | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 24,539 | $2.23M | 1.1% | +2,341+10.5% | Added | – |
| UNPUnion Pacific Corp | Stock | 8,041 | $2.20M | 1.1% | +269+3.5% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 17,851 | $2.14M | 1.1% | +17,851 | New | – |
| GLDSPDR Gold Trust | ETF | 11,489 | $2.08M | 1.0% | +11,489 | New | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 12,711 | $2.05M | 1.0% | +12,711 | New | – |
| JPMJPMorgan Chase & Co | Stock | 14,627 | $1.99M | 1.0% | +786+5.7% | Added | History |
| RTXRTX Corp | Stock | 19,913 | $1.97M | 1.0% | +497+2.6% | Added | History |
| LRCXLam Research Corp | COM | 3,594 | $1.93M | 1.0% | +119+3.4% | Added | History |
| OSKOshkosh Corp | COM | 18,426 | $1.85M | 0.9% | +536+3.0% | Added | History |
| ETNEaton Corp plc | Stock | 12,160 | $1.84M | 0.9% | +334+2.8% | Added | History |
| NKENIKE, Inc. | Stock | 13,640 | $1.83M | 0.9% | +519+4.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 11,005 | $1.78M | 0.9% | +623+6.0% | Added | History |
| LMTLockheed Martin Corp | Stock | 4,041 | $1.78M | 0.9% | +263+7.0% | Added | History |
| WMWaste Management Inc | Stock | 11,224 | $1.78M | 0.9% | +418+3.9% | Added | History |
| NSCNorfolk Southern Corp | Stock | 6,137 | $1.75M | 0.9% | +314+5.4% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 3,893 | $1.74M | 0.9% | +162+4.3% | Added | History |
| PAYXPaychex Inc | Stock | 12,316 | $1.68M | 0.8% | +556+4.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,788 | $1.61M | 0.8% | +181+6.9% | Added | History |
| COFCapital One Financial Corp | Stock | 10,694 | $1.40M | 0.7% | +369+3.6% | Added | History |
| PSAPublic Storage | COM | 3,528 | $1.38M | 0.7% | +186+5.6% | Added | History |
| BSXBoston Scientific Corp | Stock | 30,526 | $1.35M | 0.7% | +1,609+5.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,129 | $1.34M | 0.7% | +111+5.5% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,464 | $1.34M | 0.7% | −6,568−34.5% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,828 | $1.31M | 0.6% | −14,568−57.4% | Reduced | – |
| ABTAbbott Laboratories | Stock | 10,497 | $1.24M | 0.6% | +480+4.8% | Added | History |
| DFSDiscover Financial Services | COM | 11,163 | $1.23M | 0.6% | +338+3.1% | Added | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 24,221 | $1.22M | 0.6% | −1,835−7.0% | Reduced | – |
| AMGNAmgen Inc | Stock | 4,865 | $1.18M | 0.6% | +319+7.0% | Added | History |
| BLKBlackRock, Inc. | COM | 1,535 | $1.17M | 0.6% | +44+3.0% | Added | History |
| VVisa Inc. | Stock | 5,181 | $1.15M | 0.6% | +307+6.3% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 8,566 | $1.14M | 0.6% | +468+5.8% | Added | History |
| CRMSalesforce, Inc. | Stock | 5,193 | $1.10M | 0.5% | +356+7.4% | Added | History |
| ORCLOracle Corp | Stock | 12,707 | $1.05M | 0.5% | +545+4.5% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,301 | $1.02M | 0.5% | −1,413−13.2% | Reduced | – |
| AMTAmerican Tower Corp | REIT | 4,043 | $1.02M | 0.5% | +294+7.8% | Added | History |
| PLDPrologis, Inc. | REIT | 5,932 | $958.0K | 0.5% | +164+2.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,674 | $948.0K | 0.5% | +8,674 | New | History |
| CVXChevron Corp | Stock | 5,494 | $895.0K | 0.4% | +383+7.5% | Added | History |
| FISVFiserv Inc | Stock | 8,162 | $828.0K | 0.4% | +352+4.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 250 | $815.0K | 0.4% | −4−1.6% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 7,976 | $801.0K | 0.4% | +297+3.9% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,469 | $800.0K | 0.4% | +10,469 | New | – |
| ADIAnalog Devices Inc | Stock | 4,829 | $798.0K | 0.4% | +235+5.1% | Added | History |
| MDTMedtronic plc | Stock | 7,035 | $781.0K | 0.4% | −30−0.4% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 5,033 | $761.0K | 0.4% | +332+7.1% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,829 | $753.0K | 0.4% | −228−3.2% | Reduced | – |
| INTCIntel Corp | Stock | 14,553 | $721.0K | 0.4% | +859+6.3% | Added | History |
| CMCSAComcast Corp | Stock | 15,203 | $712.0K | 0.4% | +276+1.8% | Added | History |
| GPCGenuine Parts Co | Stock | 5,598 | $705.0K | 0.3% | +295+5.6% | Added | History |
| PEPPepsiCo Inc | Stock | 4,110 | $688.0K | 0.3% | +396+10.7% | Added | History |
| DOCHealthpeak Properties, Inc. | COM | 19,028 | $653.0K | 0.3% | +888+4.9% | Added | History |
| CMICummins Inc | Stock | 3,039 | $623.0K | 0.3% | +243+8.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 6,979 | $576.0K | 0.3% | +591+9.3% | Added | History |
| KMBKimberly Clark Corp | Stock | 4,428 | $545.0K | 0.3% | +316+7.7% | Added | History |
| ESEversource Energy | Stock | 6,182 | $545.0K | 0.3% | +181+3.0% | Added | History |
| OGEOGE Energy Corp. | COM | 13,331 | $544.0K | 0.3% | +990+8.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 188 | $523.0K | 0.3% | +8+4.4% | Added | History |
| MMM3M Co | Stock | 3,459 | $515.0K | 0.3% | +178+5.4% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 2,683 | $497.0K | 0.2% | +131+5.1% | Added | History |
| RYRoyal Bank of Canada | Stock | 4,472 | $493.0K | 0.2% | +393+9.6% | Added | History |
| EPREpr Properties | COM SH BEN INT | 9,018 | $493.0K | 0.2% | +1,300+16.8% | Added | History |
| PGProcter & Gamble Co | Stock | 3,133 | $479.0K | 0.2% | −13−0.4% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 27,205 | $455.0K | 0.2% | +1,700+6.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 160 | $447.0K | 0.2% | +10+6.7% | Added | History |
| XELXcel Energy Inc | Stock | 6,088 | $439.0K | 0.2% | +219+3.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 738 | $436.0K | 0.2% | +56+8.2% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 7,713 | $430.0K | 0.2% | +494+6.8% | Added | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 5,579 | $429.0K | 0.2% | −19,951−78.1% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,211 | $427.0K | 0.2% | −45−3.6% | Reduced | History |
| EAElectronic Arts Inc. | COM | 3,268 | $413.0K | 0.2% | +314+10.6% | Added | History |
| MUMicron Technology Inc | Stock | 5,266 | $410.0K | 0.2% | +366+7.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,783 | $396.0K | 0.2% | +163+10.1% | Added | History |
| WECWec Energy Group, Inc. | Stock | 3,832 | $382.0K | 0.2% | 00.0% | Unchanged | History |
| KIMKimco Realty Corp | COM | 15,338 | $379.0K | 0.2% | +1,631+11.9% | Added | History |
| DDominion Energy, Inc | Stock | 4,308 | $366.0K | 0.2% | +411+10.5% | Added | History |
| TSLATesla, Inc. | Stock | 320 | $345.0K | 0.2% | +38+13.5% | Added | History |
| OHIOmega Healthcare Investors Inc | COM | 11,037 | $344.0K | 0.2% | +1,157+11.7% | Added | History |
| AXPAmerican Express Co | Stock | 1,810 | $338.0K | 0.2% | +154+9.3% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,038 | $313.0K | 0.2% | +113+12.2% | Added | History |
| HRLHormel Foods Corp | COM | 6,017 | $310.0K | 0.2% | +360+6.4% | Added | History |
Sold out since Q4 2021 (13)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,487 | $4.43M | 2.2% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,957 | $4.36M | 2.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 35,885 | $4.13M | 2.0% | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 36,692 | $2.79M | 1.4% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,449 | $1.99M | 1.0% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,013 | $1.97M | 1.0% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 12,806 | $1.90M | 0.9% | – |
| XLNXXilinx Inc | COM | 4,744 | $1.01M | 0.5% | History |
| iShares Tr46435G672 | CORE INTL AGGR | 13,659 | $745.0K | 0.4% | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,455 | $274.0K | 0.1% | History |
| ZTSZoetis Inc. | Stock | 843 | $206.0K | 0.1% | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 3,882 | $202.0K | 0.1% | History |
| Goldman Sachs BDC, Inc.38147UAB3 | NOTE 4.500% 4/0 | 75,000 | $75.0K | <0.1% | – |