Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- Latest filing
- Aug 5, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 121
- −2 vs. Q4 2022
- Portfolio value
- $204.4M
- +$23.7M (+13.1%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 67,134 | $27.5M | 13.4% | +30,035+81.0% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 51,960 | $12.2M | 6.0% | +20,613+65.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 100,969 | $10.1M | 4.9% | −4,634−4.4% | Reduced | – |
| NVDANVIDIA Corp | Stock | 25,078 | $6.97M | 3.4% | +385+1.6% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 89,744 | $6.42M | 3.1% | +60,596+207.9% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,674 | $5.92M | 2.9% | +23,674 | New | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 59,611 | $5.76M | 2.8% | +59,611 | New | – |
| GLDSPDR Gold Trust | ETF | 22,643 | $4.15M | 2.0% | +9,687+74.8% | Added | History |
| AAPLApple Inc. | Stock | 22,872 | $3.77M | 1.8% | −741−3.1% | Reduced | History |
| iShares Tr464287374 | NORTH AMERN NAT | 95,692 | $3.75M | 1.8% | +48,007+100.7% | Added | – |
| MCOMoodys Corp | Stock | 12,202 | $3.73M | 1.8% | +2,017+19.8% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 34,809 | $3.70M | 1.8% | +15,072+76.4% | Added | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 26,213 | $3.59M | 1.8% | +24,617+1,542.4% | Added | – |
| AMATApplied Materials Inc | Stock | 25,962 | $3.19M | 1.6% | +2,104+8.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 21,266 | $2.77M | 1.4% | +4,293+25.3% | Added | History |
| LMTLockheed Martin Corp | Stock | 5,521 | $2.61M | 1.3% | +496+9.9% | Added | History |
| LRCXLam Research Corp | COM | 4,610 | $2.44M | 1.2% | +785+20.5% | Added | History |
| ETNEaton Corp plc | Stock | 14,173 | $2.43M | 1.2% | +480+3.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 14,524 | $2.31M | 1.1% | +1,016+7.5% | Added | History |
| WMWaste Management Inc | Stock | 13,905 | $2.27M | 1.1% | +1,338+10.6% | Added | History |
| RTXRTX Corp | Stock | 22,731 | $2.23M | 1.1% | +658+3.0% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 26,797 | $2.22M | 1.1% | +932+3.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 7,406 | $2.14M | 1.0% | −2,248−23.3% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 4,612 | $2.13M | 1.0% | +130+2.9% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,968 | $2.13M | 1.0% | +199+1.4% | Added | – |
| COSTCostco Wholesale Corp | Stock | 4,266 | $2.12M | 1.0% | +872+25.7% | Added | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 26,169 | $2.11M | 1.0% | +26,169 | New | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,123 | $2.08M | 1.0% | −19,920−44.2% | Reduced | – |
| NKENIKE, Inc. | Stock | 16,070 | $1.97M | 1.0% | +504+3.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 3,043 | $1.95M | 1.0% | +495+19.4% | Added | History |
| UNPUnion Pacific Corp | Stock | 9,555 | $1.92M | 0.9% | +335+3.6% | Added | History |
| BSXBoston Scientific Corp | Stock | 37,790 | $1.89M | 0.9% | +1,763+4.9% | Added | History |
| OSKOshkosh Corp | COM | 21,063 | $1.75M | 0.9% | +572+2.8% | Added | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 14,839 | $1.75M | 0.9% | −11,036−42.7% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 22,556 | $1.70M | 0.8% | +22,556 | New | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 15,543 | $1.54M | 0.8% | +4,015+34.8% | Added | – |
| PAYXPaychex Inc | Stock | 13,063 | $1.50M | 0.7% | −1,255−8.8% | Reduced | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 21,985 | $1.47M | 0.7% | +17,832+429.4% | Added | – |
| AMGNAmgen Inc | Stock | 5,961 | $1.44M | 0.7% | −71−1.2% | Reduced | History |
| ORCLOracle Corp | Stock | 15,270 | $1.42M | 0.7% | +504+3.4% | Added | History |
| PSAPublic Storage | COM | 4,481 | $1.35M | 0.7% | +220+5.2% | Added | History |
| CRMSalesforce, Inc. | Stock | 6,776 | $1.35M | 0.7% | +549+8.8% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 11,374 | $1.34M | 0.7% | +1,206+11.9% | Added | History |
| DFSDiscover Financial Services | COM | 12,838 | $1.27M | 0.6% | +378+3.0% | Added | History |
| VVisa Inc. | Stock | 5,626 | $1.27M | 0.6% | −628−10.0% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 6,241 | $1.23M | 0.6% | +477+8.3% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 31,061 | $1.23M | 0.6% | +31,061 | New | – |
| CVXChevron Corp | Stock | 7,493 | $1.22M | 0.6% | +565+8.2% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 24,426 | $1.20M | 0.6% | −10,983−31.0% | Reduced | – |
| FISVFiserv Inc | Stock | 10,621 | $1.20M | 0.6% | +529+5.2% | Added | History |
| COFCapital One Financial Corp | Stock | 12,461 | $1.20M | 0.6% | +383+3.2% | Added | History |
| GPCGenuine Parts Co | Stock | 7,133 | $1.19M | 0.6% | +410+6.1% | Added | History |
| CMICummins Inc | Stock | 4,984 | $1.19M | 0.6% | +1,134+29.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 10,712 | $1.17M | 0.6% | +1,754+19.6% | Added | History |
| PEPPepsiCo Inc | Stock | 5,942 | $1.08M | 0.5% | +428+7.8% | Added | History |
| AMTAmerican Tower Corp | REIT | 5,274 | $1.08M | 0.5% | +250+5.0% | Added | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 9,314 | $1.02M | 0.5% | −1,004−9.7% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 10,327 | $1.01M | 0.5% | +11+0.1% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 6,252 | $985.3K | 0.5% | +263+4.4% | Added | History |
| BLKBlackRock, Inc. | COM | 1,453 | $972.3K | 0.5% | −245−14.4% | Reduced | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,625 | $955.1K | 0.5% | −40,712−77.8% | Reduced | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,917 | $953.2K | 0.5% | −1,790−8.6% | Reduced | – |
| INTCIntel Corp | Stock | 27,651 | $903.4K | 0.4% | +11,633+72.6% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 4,693 | $875.1K | 0.4% | +1,493+46.7% | Added | History |
| ABTAbbott Laboratories | Stock | 7,980 | $808.1K | 0.4% | −4,265−34.8% | Reduced | History |
| PLDPrologis, Inc. | REIT | 6,391 | $797.5K | 0.4% | +85+1.3% | Added | History |
| KMBKimberly Clark Corp | Stock | 5,819 | $781.1K | 0.4% | +277+5.0% | Added | History |
| RYRoyal Bank of Canada | Stock | 7,831 | $748.5K | 0.4% | +2,103+36.7% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 2,279 | $745.5K | 0.4% | +2,279 | New | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,690 | $739.2K | 0.4% | −299−4.3% | Reduced | – |
| TROWPrice T Rowe Group Inc | Stock | 6,389 | $721.4K | 0.4% | +268+4.4% | Added | History |
| OGEOGE Energy Corp. | COM | 18,165 | $684.1K | 0.3% | +1,304+7.7% | Added | History |
| NSCNorfolk Southern Corp | Stock | 3,118 | $661.1K | 0.3% | −4,293−57.9% | Reduced | History |
| CMCSAComcast Corp | Stock | 17,196 | $651.9K | 0.3% | +330+2.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 5,849 | $604.1K | 0.3% | +368+6.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,020 | $587.9K | 0.3% | +65+6.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,772 | $587.5K | 0.3% | +583+26.6% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,395 | $581.3K | 0.3% | −658−10.9% | Reduced | – |
| iShares Tr46435G672 | CORE INTL AGGR | 11,714 | $573.4K | 0.3% | +11,714 | New | – |
| EAElectronic Arts Inc. | COM | 4,681 | $563.9K | 0.3% | +329+7.6% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 35,274 | $561.9K | 0.3% | +1,644+4.9% | Added | History |
| EPREpr Properties | COM SH BEN INT | 14,521 | $553.2K | 0.3% | +1,203+9.0% | Added | History |
| ESEversource Energy | Stock | 6,965 | $545.1K | 0.3% | +159+2.3% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,658 | $522.4K | 0.3% | +192+13.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 9,926 | $518.9K | 0.3% | +385+4.0% | Added | History |
| XELXcel Energy Inc | Stock | 7,127 | $480.7K | 0.2% | +218+3.2% | Added | History |
| MMM3M Co | Stock | 4,278 | $449.7K | 0.2% | +145+3.5% | Added | History |
| OHIOmega Healthcare Investors Inc | COM | 15,607 | $427.8K | 0.2% | +900+6.1% | Added | History |
| AXPAmerican Express Co | Stock | 2,538 | $418.7K | 0.2% | +177+7.5% | Added | History |
| TSLATesla, Inc. | Stock | 1,952 | $405.0K | 0.2% | +1,952 | New | History |
| PGProcter & Gamble Co | Stock | 2,657 | $395.1K | 0.2% | +10.0% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,515 | $387.0K | 0.2% | +112+8.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,180 | $364.3K | 0.2% | −31−2.6% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 3,832 | $363.2K | 0.2% | 00.0% | Unchanged | History |
| DDominion Energy, Inc | Stock | 6,240 | $348.9K | 0.2% | +358+6.1% | Added | History |
| CTVACorteva, Inc. | Stock | 5,771 | $348.1K | 0.2% | +236+4.3% | Added | History |
| VMWVmware LLC | CL A COM | 2,750 | $343.3K | 0.2% | +212+8.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,141 | $326.7K | 0.2% | −1,010−24.3% | Reduced | History |
| ALGNAlign Technology Inc | COM | 971 | $324.4K | 0.2% | +971 | New | History |
| GOOGLAlphabet Inc. | Stock | 3,122 | $323.8K | 0.2% | −1,576−33.5% | Reduced | History |
Sold out since Q4 2022 (13)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| iShares Tr464287622 | RUS 1000 ETF | 37,019 | $7.79M | 4.3% | – |
| iShares Russell 2000 ETF464287655 | ETF | 24,217 | $4.22M | 2.3% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 30,577 | $4.15M | 2.3% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 84,347 | $2.88M | 1.6% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,762 | $2.14M | 1.2% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 16,306 | $2.14M | 1.2% | – |
| FISFidelity National Information Services, Inc. | Stock | 8,962 | $608.1K | 0.3% | History |
| HRLHormel Foods Corp | COM | 7,227 | $329.2K | 0.2% | History |
| DTEDte Energy Co | COM | 2,310 | $271.5K | 0.2% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,197 | $249.3K | 0.1% | History |
| iShares Select Dividend ETF464287168 | ETF | 1,894 | $228.4K | 0.1% | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,665 | $220.0K | 0.1% | – |
| BXPBXP, Inc. | COM | 2,990 | $202.1K | 0.1% | History |