13F-HR filed by Midwest Professional Planners, LTD.
Midwest Professional Planners, LTD. filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-11, with 92 holding rows worth $122,441,000.
- Accession
- 0001104659-20-016223
- Filer
- CIK 1730575
- Filed
- 2020-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 92 entries on the cover page, a total value of $122,441,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $122,441,000 with VALUE read as thousands by filing date, 13F file number 028-18384. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 24,917 | $8,020,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 41,032 | $7,321,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 57,972 | $6,514,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 72,944 | $6,173,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 14,522 | $5,451,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 71,067 | $4,935,000 | thousands by filing date | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 25,253 | $4,760,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 87,155 | $3,911,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 24,068 | $3,080,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 18,302 | $3,032,000 | thousands by filing date | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 50,098 | $2,780,000 | thousands by filing date | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 24,144 | $2,766,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 27,121 | $2,763,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 84,337 | $2,596,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 24,329 | $2,571,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 28,645 | $2,519,000 | thousands by filing date | |
| ISHARES TR | 464288323 | NEW YORK MUN ETF | 8,349 | $1,964,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 8,162 | $1,938,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 6,314 | $1,854,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 11,225 | $1,565,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 25,563 | $1,560,000 | thousands by filing date | |
| PAYCHEX INC | 704326107 | COM | 15,799 | $1,495,000 | thousands by filing date | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 6,390 | $1,491,000 | thousands by filing date | |
| ROYAL BK CDA COM | 780087102 | Stock | 6,549 | $1,439,000 | thousands by filing date | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 12,740 | $1,291,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 6,820 | $1,233,000 | thousands by filing date | |
| LIBERTY PROPERTY TRUST | 531172104 | SH BEN INT | 3,151 | $1,227,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 3,350 | $1,152,000 | thousands by filing date | |
| Boston Scientific Corporation | 101137107 | COM | 25,109 | $1,135,000 | thousands by filing date | |
| XCELENERGY INC | 98389B100 | COM | 9,768 | $1,113,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 9,678 | $1,102,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 5,079 | $1,080,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 3,682 | $1,077,000 | thousands by filing date | |
| Eaton Corp. Plc | G29183103 | COM | 10,737 | $1,017,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 6,673 | $928,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 4,777 | $927,000 | thousands by filing date | |
| Waste Management, Inc. | 94106L109 | COM | 9,946 | $917,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 10,506 | $894,000 | thousands by filing date | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 7,301 | $883,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 5,563 | $877,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 3,617 | $872,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 4,867 | $856,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 9,937 | $843,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 12,999 | $778,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 7,806 | $716,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 8,226 | $714,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 2,157 | $703,000 | thousands by filing date | |
| iShares Nasdaq Biotechnology ETF | 064287556 | NASDAQ BIOTECH | 5,810 | $700,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 1,345 | $676,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 2,772 | $637,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,098 | $636,000 | thousands by filing date | |
| Costco Wholesale Corp | 02160K105 | COM | 2,134 | $627,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 2,900 | $621,000 | thousands by filing date | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 5,698 | $586,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 12,830 | $577,000 | thousands by filing date | |
| OSHKOSH CORP COM | 688239201 | Stock | 10,360 | $549,000 | thousands by filing date | |
| Broadcom Inc. | 11135F101 | COM | 1,715 | $542,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 271 | $501,000 | thousands by filing date | |
| RAYTHEON CO | 755111507 | COM NEW | 2,273 | $484,000 | thousands by filing date | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 5,668 | $482,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 3,860 | $470,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 4,101 | $453,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 4,920 | $436,000 | thousands by filing date | |
| OMEGA HEALTHCARE INVS INC COM | 681936100 | REIT | 9,592 | $427,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,104 | $426,000 | thousands by filing date | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 25,478 | $404,000 | thousands by filing date | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 8,242 | $394,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 2,328 | $379,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 2,650 | $365,000 | thousands by filing date | |
| Prologis,Inc. | 74340W103 | COM | 2,649 | $362,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 2,977 | $359,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 5,570 | $354,000 | thousands by filing date | |
| FISERV INC | 337738108 | COM | 2,772 | $321,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 238 | $319,000 | thousands by filing date | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 7,910 | $317,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 7,014 | $309,000 | thousands by filing date | |
| EPR PPTYS COM SH BEN INT | 26884U109 | REIT | 4,325 | $306,000 | thousands by filing date | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,707 | $288,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 4,578 | $275,000 | thousands by filing date | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 2,342 | $252,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 1,337 | $251,000 | thousands by filing date | |
| BXP INC COM | 101121101 | REIT | 1,810 | $249,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 3,066 | $243,000 | thousands by filing date | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 2,724 | $243,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,352 | $239,000 | thousands by filing date | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 4,283 | $235,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 5,453 | $231,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,557 | $230,000 | thousands by filing date | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 1,245 | $222,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 4,000 | $215,000 | thousands by filing date | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 3,623 | $210,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 9,956 | $206,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-20-016223 | this filing | 2020-02-11 | acceptance time not in the bulk data set |