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Livermore
Livermore
ZHEN

Midwest Professional Planners, LTD.

SEC CIK
0001730575
Latest filing
Aug 5, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
123
+6 vs. Q3 2022
Portfolio value
$180.7M
+$13.1M (+7.8%) vs. Q3 2022
Filed
Feb 10, 2023
SEC
Holdings of Midwest Professional Planners, LTD. in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF37,099$14.2M7.9%−9,113−19.7%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF105,603$10.2M5.7%−3,258−3.0%Reduced–
iShares Tr464287622RUS 1000 ETF37,019$7.79M4.3%+667+1.8%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF17,225$7.63M4.2%−378−2.1%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF31,347$6.92M3.8%−8,106−20.5%Reduced–
iShares Tr4642874571 3 YR TREAS BD52,337$4.25M2.4%−29,032−35.7%Reduced–
iShares Russell 2000 ETF464287655ETF24,217$4.22M2.3%+1,315+5.7%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF30,577$4.15M2.3%+30,577New–
State Street Energy Select Sector SPDR ETF81369Y506ETF45,043$3.94M2.2%+18,865+72.1%Added–
NVDANVIDIA CorpStock24,693$3.61M2.0%+471+1.9%AddedHistory
AAPLApple Inc.Stock23,613$3.07M1.7%+87+0.4%AddedHistory
iShares Tr4642886613 7 YR TREAS BD25,875$2.97M1.6%−763−2.9%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF84,347$2.88M1.6%+22,722+36.9%Added–
MCOMoodys CorpStock10,185$2.84M1.6%+460+4.7%AddedHistory
NOCNorthrop Grumman CorpStock4,482$2.45M1.4%+242+5.7%AddedHistory
LMTLockheed Martin CorpStock5,025$2.44M1.4%+399+8.6%AddedHistory
AMATApplied Materials IncStock23,858$2.32M1.3%−2,214−8.5%ReducedHistory
MSFTMicrosoft CorpStock9,654$2.32M1.3%+428+4.6%AddedHistory
JPMJPMorgan Chase & CoStock16,973$2.28M1.3%+759+4.7%AddedHistory
RTXRTX CorpStock22,073$2.23M1.2%+904+4.3%AddedHistory
GLDSPDR Gold TrustETF12,956$2.20M1.2%+12,956NewHistory
ABBVAbbVie Inc.Stock13,508$2.18M1.2%+1,031+8.3%AddedHistory
ETNEaton Corp plcStock13,693$2.15M1.2%+526+4.0%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF28,762$2.14M1.2%+28,762New–
iShares Tr464287556ISHARES BIOTECH16,306$2.14M1.2%−531−3.2%Reduced–
iShares Russell 1000 Value ETF464287598ETF13,769$2.09M1.2%+159+1.2%Added–
iShares Russell Mid-Cap Value ETF464287473ETF19,737$2.08M1.2%+677+3.6%Added–
WMWaste Management IncStock12,567$1.97M1.1%+534+4.4%AddedHistory
iShares Tr464287374NORTH AMERN NAT47,685$1.94M1.1%−6,070−11.3%Reduced–
EWEdwards Lifesciences CorpStock25,865$1.93M1.1%+1,513+6.2%AddedHistory
iShares MSCI Eafe ETF464287465ETF29,148$1.91M1.1%+481+1.7%Added–
UNPUnion Pacific CorpStock9,220$1.91M1.1%+466+5.3%AddedHistory
NSCNorfolk Southern CorpStock7,411$1.83M1.0%+535+7.8%AddedHistory
NKENIKE, Inc.Stock15,566$1.82M1.0%+782+5.3%AddedHistory
OSKOshkosh CorpCOM20,491$1.81M1.0%+762+3.9%AddedHistory
iShares Inc46434G764MSCI EMRG CHN35,409$1.68M0.9%+1,289+3.8%Added–
BSXBoston Scientific CorpStock36,027$1.67M0.9%+2,274+6.7%AddedHistory
PAYXPaychex IncStock14,318$1.65M0.9%+868+6.5%AddedHistory
LRCXLam Research CorpCOM3,825$1.61M0.9%−40−1.0%ReducedHistory
AMGNAmgen IncStock6,032$1.58M0.9%+439+7.8%AddedHistory
COSTCostco Wholesale CorpStock3,394$1.55M0.9%+196+6.1%AddedHistory
AVGOBroadcom Inc.Stock2,548$1.42M0.8%+158+6.6%AddedHistory
ABTAbbott LaboratoriesStock12,245$1.34M0.7%+676+5.8%AddedHistory
VVisa Inc.Stock6,254$1.30M0.7%+381+6.5%AddedHistory
CVXChevron CorpStock6,928$1.24M0.7%+486+7.5%AddedHistory
DFSDiscover Financial ServicesCOM12,460$1.22M0.7%+517+4.3%AddedHistory
ORCLOracle CorpStock14,766$1.21M0.7%+782+5.6%AddedHistory
BLKBlackRock, Inc.COM1,698$1.20M0.7%+53+3.2%AddedHistory
PSAPublic StorageCOM4,261$1.19M0.7%+292+7.4%AddedHistory
GPCGenuine Parts CoStock6,723$1.17M0.6%+404+6.4%AddedHistory
COFCapital One Financial CorpStock12,078$1.12M0.6%+540+4.7%AddedHistory
iShares Tr4642874407-10 YR TRSY BD11,528$1.10M0.6%−284−2.4%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF10,318$1.09M0.6%−374−3.5%Reduced–
AMTAmerican Tower CorpREIT5,024$1.06M0.6%+331+7.1%AddedHistory
iShares Tr46429B655FLTG RATE NT ETF20,707$1.04M0.6%−1,270−5.8%Reduced–
FISVFiserv IncStock10,092$1.02M0.6%+574+6.0%AddedHistory
PEPPepsiCo IncStock5,514$996.1K0.6%+425+8.4%AddedHistory
XOMExxonMobil Holdings CorpCOM8,958$988.0K0.5%+869+10.7%AddedHistory
ADIAnalog Devices IncStock5,764$945.4K0.5%+259+4.7%AddedHistory
CMICummins IncStock3,850$932.8K0.5%+245+6.8%AddedHistory
SWKSSkyworks Solutions, Inc.Stock10,168$926.6K0.5%+658+6.9%AddedHistory
LNGCheniere Energy, Inc.COM NEW5,989$898.1K0.5%+370+6.6%AddedHistory
CRMSalesforce, Inc.Stock6,227$825.6K0.5%+325+5.5%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF6,989$768.2K0.4%−36,641−84.0%Reduced–
KMBKimberly Clark CorpStock5,542$752.3K0.4%+375+7.3%AddedHistory
PLDPrologis, Inc.REIT6,306$710.9K0.4%+94+1.5%AddedHistory
AMDAdvanced Micro Devices IncStock10,316$668.2K0.4%+406+4.1%AddedHistory
TROWPrice T Rowe Group IncStock6,121$667.6K0.4%+392+6.8%AddedHistory
OGEOGE Energy Corp.COM16,861$666.8K0.4%+1,033+6.5%AddedHistory
iShares Tr464288414NATIONAL MUN ETF6,053$638.7K0.4%−1,597−20.9%Reduced–
FISFidelity National Information Services, Inc.Stock8,962$608.1K0.3%+406+4.7%AddedHistory
CMCSAComcast CorpStock16,866$589.8K0.3%+210+1.3%AddedHistory
ESEversource EnergyStock6,806$570.6K0.3%+157+2.4%AddedHistory
DOCHealthpeak Properties, Inc.COM22,684$568.7K0.3%+991+4.6%AddedHistory
RYRoyal Bank of CanadaStock5,728$538.5K0.3%+445+8.4%AddedHistory
HPEHewlett Packard Enterprise CoCOM33,630$536.7K0.3%+2,183+6.9%AddedHistory
EAElectronic Arts Inc.COM4,352$531.7K0.3%+546+14.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock955$525.9K0.3%+83+9.5%AddedHistory
NXPINXP Semiconductors N.V.COM3,200$505.6K0.3%+66+2.1%AddedHistory
EPREpr PropertiesCOM SH BEN INT13,318$502.3K0.3%+1,737+15.0%AddedHistory
MMM3M CoStock4,133$495.6K0.3%+118+2.9%AddedHistory
XELXcel Energy IncStock6,909$484.4K0.3%+195+2.9%AddedHistory
AMZNAmazon Com IncStock5,481$460.4K0.3%−817−13.0%ReducedHistory
EOGEOG Resources IncStock3,530$457.2K0.3%+647+22.4%AddedHistory
CSCOCisco Systems, Inc.Stock9,541$454.5K0.3%+416+4.6%AddedHistory
INTCIntel CorpStock16,018$423.4K0.2%−617−3.7%ReducedHistory
VRTXVertex Pharmaceuticals IncStock1,466$423.4K0.2%+264+22.0%AddedHistory
KIMKimco Realty CorpCOM19,872$420.9K0.2%+1,236+6.6%AddedHistory
GOOGLAlphabet Inc.Stock4,698$414.5K0.2%+38+0.8%AddedHistory
OHIOmega Healthcare Investors IncCOM14,707$411.1K0.2%+1,282+9.5%AddedHistory
PGProcter & Gamble CoStock2,656$402.6K0.2%−536−16.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,211$374.1K0.2%−428−26.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW1,403$372.3K0.2%+142+11.3%AddedHistory
GOOGAlphabet Inc.Stock4,151$368.3K0.2%+286+7.4%AddedHistory
DEDeere & CoStock853$365.9K0.2%+132+18.3%AddedHistory
DDominion Energy, IncStock5,882$360.7K0.2%+431+7.9%AddedHistory
WECWec Energy Group, Inc.Stock3,832$359.3K0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock2,361$348.8K0.2%+243+11.5%AddedHistory
MUMicron Technology IncStock6,779$338.8K0.2%+705+11.6%AddedHistory
HRLHormel Foods CorpCOM7,227$329.2K0.2%+351+5.1%AddedHistory

Sold out since Q3 2022 (3)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Midwest Professional Planners, LTD. sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
iShares Tr464287697U.S. UTILITS ETF46,763$3.79M2.3%–
iShares Russell 1000 Growth ETF464287614ETF2,954$621.0K0.4%–
TSLATesla, Inc.Stock1,181$313.0K0.2%History