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Livermore
Livermore
ZHEN

Midwest Professional Planners, LTD.

SEC CIK
0001730575
Latest filing
Aug 5, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
117
+2 vs. Q2 2022
Portfolio value
$167.6M
−$9.71M (−5.5%) vs. Q2 2022
Filed
Nov 10, 2022
SEC
Holdings of Midwest Professional Planners, LTD. in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF46,212$16.5M9.8%+9,436+25.7%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF108,861$10.5M6.3%−285−0.3%Reduced–
iShares Tr464287689RUSSELL 3000 ETF39,453$8.17M4.9%−15,074−27.6%Reduced–
iShares Tr464287622RUS 1000 ETF36,352$7.17M4.3%+142+0.4%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF17,603$7.07M4.2%+4,779+37.3%AddedHistory
iShares Tr4642874571 3 YR TREAS BD81,369$6.61M3.9%−47,079−36.7%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF43,630$4.80M2.9%+36,746+533.8%Added–
iShares Tr464287697U.S. UTILITS ETF46,763$3.79M2.3%−1,021−2.1%Reduced–
iShares Russell 2000 ETF464287655ETF22,902$3.78M2.3%+9,951+76.8%Added–
AAPLApple Inc.Stock23,526$3.25M1.9%−2,169−8.4%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD26,638$3.04M1.8%−110−0.4%Reduced–
NVDANVIDIA CorpStock24,222$2.94M1.8%+393+1.6%AddedHistory
MCOMoodys CorpStock9,725$2.36M1.4%+344+3.7%AddedHistory
MSFTMicrosoft CorpStock9,226$2.15M1.3%+584+6.8%AddedHistory
AMATApplied Materials IncStock26,072$2.14M1.3%+667+2.6%AddedHistory
EWEdwards Lifesciences CorpStock24,352$2.01M1.2%+1,098+4.7%AddedHistory
NOCNorthrop Grumman CorpStock4,240$1.99M1.2%+206+5.1%AddedHistory
iShares Tr464287556ISHARES BIOTECH16,837$1.97M1.2%+16,837New–
WMWaste Management IncStock12,033$1.93M1.2%+543+4.7%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF26,178$1.89M1.1%−6,020−18.7%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF61,625$1.87M1.1%+61,625New–
iShares Tr464287374NORTH AMERN NAT53,755$1.87M1.1%+248+0.5%Added–
iShares Russell 1000 Value ETF464287598ETF13,610$1.85M1.1%+13,610New–
iShares Russell Mid-Cap Value ETF464287473ETF19,060$1.83M1.1%+19,060New–
LMTLockheed Martin CorpStock4,626$1.79M1.1%+329+7.7%AddedHistory
ETNEaton Corp plcStock13,167$1.76M1.0%+631+5.0%AddedHistory
RTXRTX CorpStock21,169$1.73M1.0%+779+3.8%AddedHistory
UNPUnion Pacific CorpStock8,754$1.71M1.0%+434+5.2%AddedHistory
JPMJPMorgan Chase & CoStock16,214$1.69M1.0%+977+6.4%AddedHistory
ABBVAbbVie Inc.Stock12,477$1.68M1.0%+874+7.5%AddedHistory
iShares MSCI Eafe ETF464287465ETF28,667$1.61M1.0%−56,155−66.2%Reduced–
iShares Inc46434G764MSCI EMRG CHN34,120$1.51M0.9%−30,392−47.1%Reduced–
COSTCostco Wholesale CorpStock3,198$1.51M0.9%+268+9.1%AddedHistory
PAYXPaychex IncStock13,450$1.51M0.9%+651+5.1%AddedHistory
NSCNorfolk Southern CorpStock6,876$1.44M0.9%+416+6.4%AddedHistory
LRCXLam Research CorpCOM3,865$1.42M0.8%+152+4.1%AddedHistory
OSKOshkosh CorpCOM19,729$1.39M0.8%+788+4.2%AddedHistory
BSXBoston Scientific CorpStock33,753$1.31M0.8%+1,761+5.5%AddedHistory
AMGNAmgen IncStock5,593$1.26M0.8%+415+8.0%AddedHistory
NKENIKE, Inc.Stock14,784$1.23M0.7%+705+5.0%AddedHistory
PSAPublic StorageCOM3,969$1.16M0.7%+250+6.7%AddedHistory
iShares Tr4642874407-10 YR TRSY BD11,812$1.13M0.7%−115−1.0%Reduced–
ABTAbbott LaboratoriesStock11,569$1.12M0.7%+644+5.9%AddedHistory
iShares Tr46429B655FLTG RATE NT ETF21,977$1.10M0.7%−83−0.4%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF10,692$1.09M0.7%−98−0.9%Reduced–
DFSDiscover Financial ServicesCOM11,943$1.09M0.6%+529+4.6%AddedHistory
COFCapital One Financial CorpStock11,538$1.06M0.6%+530+4.8%AddedHistory
AVGOBroadcom Inc.Stock2,390$1.06M0.6%+163+7.3%AddedHistory
VVisa Inc.Stock5,873$1.04M0.6%+414+7.6%AddedHistory
AMTAmerican Tower CorpREIT4,693$1.01M0.6%+391+9.1%AddedHistory
GPCGenuine Parts CoStock6,319$944.0K0.6%+452+7.7%AddedHistory
LNGCheniere Energy, Inc.COM NEW5,619$932.0K0.6%+5,619NewHistory
CVXChevron CorpStock6,442$925.0K0.6%+607+10.4%AddedHistory
BLKBlackRock, Inc.COM1,645$905.0K0.5%+71+4.5%AddedHistory
FISVFiserv IncStock9,518$891.0K0.5%+1,014+11.9%AddedHistory
ORCLOracle CorpStock13,984$854.0K0.5%+742+5.6%AddedHistory
CRMSalesforce, Inc.Stock5,902$849.0K0.5%+385+7.0%AddedHistory
PEPPepsiCo IncStock5,089$831.0K0.5%+486+10.6%AddedHistory
SWKSSkyworks Solutions, Inc.Stock9,510$811.0K0.5%+513+5.7%AddedHistory
iShares Tr464288414NATIONAL MUN ETF7,650$785.0K0.5%−588−7.1%Reduced–
ADIAnalog Devices IncStock5,505$767.0K0.5%+456+9.0%AddedHistory
CMICummins IncStock3,605$734.0K0.4%+319+9.7%AddedHistory
AMZNAmazon Com IncStock6,298$712.0K0.4%+1,029+19.5%AddedHistory
XOMExxonMobil Holdings CorpCOM8,089$706.0K0.4%+506+6.7%AddedHistory
FISFidelity National Information Services, Inc.Stock8,556$647.0K0.4%+324+3.9%AddedHistory
PLDPrologis, Inc.REIT6,212$631.0K0.4%+225+3.8%AddedHistory
AMDAdvanced Micro Devices IncStock9,910$628.0K0.4%+843+9.3%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF2,954$621.0K0.4%+2,954New–
TROWPrice T Rowe Group IncStock5,729$602.0K0.4%+391+7.3%AddedHistory
KMBKimberly Clark CorpStock5,167$581.0K0.3%+444+9.4%AddedHistory
OGEOGE Energy Corp.COM15,828$577.0K0.3%+1,729+12.3%AddedHistory
ESEversource EnergyStock6,649$518.0K0.3%+330+5.2%AddedHistory
DOCHealthpeak Properties, Inc.COM21,693$497.0K0.3%+1,808+9.1%AddedHistory
CMCSAComcast CorpStock16,656$489.0K0.3%+1,031+6.6%AddedHistory
RYRoyal Bank of CanadaStock5,283$476.0K0.3%+496+10.4%AddedHistory
NXPINXP Semiconductors N.V.COM3,134$462.0K0.3%+330+11.8%AddedHistory
GOOGLAlphabet Inc.Stock4,660$446.0K0.3%+640+15.9%AddedConverted for a 20-for-1 splitHistory
MMM3M CoStock4,015$444.0K0.3%+372+10.2%AddedHistory
TMOThermo Fisher Scientific Inc.Stock872$442.0K0.3%+64+7.9%AddedHistory
EAElectronic Arts Inc.COM3,806$440.0K0.3%+209+5.8%AddedHistory
BRK.BBerkshire Hathaway IncStock1,639$438.0K0.3%+428+35.3%AddedHistory
XELXcel Energy IncStock6,714$430.0K0.3%+426+6.8%AddedHistory
INTCIntel CorpStock16,635$429.0K0.3%+1,200+7.8%AddedHistory
EPREpr PropertiesCOM SH BEN INT11,581$415.0K0.2%+1,299+12.6%AddedHistory
PGProcter & Gamble CoStock3,192$403.0K0.2%+52+1.7%AddedHistory
OHIOmega Healthcare Investors IncCOM13,425$396.0K0.2%+1,295+10.7%AddedHistory
DDominion Energy, IncStock5,451$377.0K0.2%+768+16.4%AddedHistory
HPEHewlett Packard Enterprise CoCOM31,447$377.0K0.2%+2,478+8.6%AddedHistory
GOOGAlphabet Inc.Stock3,865$372.0K0.2%+385+11.1%AddedConverted for a 20-for-1 splitHistory
CSCOCisco Systems, Inc.Stock9,125$365.0K0.2%+904+11.0%AddedHistory
VRTXVertex Pharmaceuticals IncStock1,202$348.0K0.2%+104+9.5%AddedHistory
WECWec Energy Group, Inc.Stock3,832$343.0K0.2%00.0%UnchangedHistory
KIMKimco Realty CorpCOM18,636$343.0K0.2%+2,255+13.8%AddedHistory
EOGEOG Resources IncStock2,883$322.0K0.2%+247+9.4%AddedHistory
TSLATesla, Inc.Stock1,181$313.0K0.2%+101+9.4%AddedConverted for a 3-for-1 splitHistory
HRLHormel Foods CorpCOM6,876$312.0K0.2%+620+9.9%AddedHistory
MUMicron Technology IncStock6,074$304.0K0.2%+366+6.4%AddedHistory
AXPAmerican Express CoStock2,118$286.0K0.2%+150+7.6%AddedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,484$284.0K0.2%−135−2.9%Reduced–
METAMeta Platforms, Inc.Stock2,055$279.0K0.2%+89+4.5%AddedHistory

Sold out since Q2 2022 (6)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Midwest Professional Planners, LTD. sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
GLDSPDR Gold TrustETF23,696$3.99M2.3%History
State Street Health Care Select Sector SPDR ETF81369Y209ETF16,448$2.11M1.2%–
State Street Materials Select Sector SPDR ETF81369Y100ETF25,963$1.91M1.1%–
iShares Tr464287630RUS 2000 VAL ETF13,853$1.89M1.1%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF25,775$1.86M1.0%–
ADBEAdobe Inc.Stock629$230.0K0.1%History