News + Filings Holdings
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Midwest Professional Planners, LTD.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
SPDR S&P 500 ETF TRUST
| SPY | Common | 103,603 | 36,469 | 45,925,227,000 | 18,441,384,000 | 20.12 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHY | 1-3 YR TRS BD | 35,301 | 23,676 | 2,862,171,000 | 1,907,059,000 | 1.25 | |
Hist
| 06/30/2023 |
Broadcom Ltd
| AVGO | COM | 3,594 | 551 | 3,117,464,000 | 1,165,469,000 | 1.37 | |
Hist
| 06/30/2023 |
COSTCO WHOLESALE CORP /NEW
| COST | Common | 5,692 | 1,426 | 3,064,409,000 | 944,883,000 | 1.34 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 23,812 | 940 | 4,618,836,000 | 847,252,000 | 2.02 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLB | SBI MATERIALS | 35,686 | 9,517 | 2,957,315,000 | 846,545,000 | 1.30 | |
Hist
| 06/30/2023 |
LAM RESEARCH CORP
| LRCX | Common | 5,107 | 497 | 3,283,203,000 | 839,340,000 | 1.44 | 0.00 |
Hist
| 06/30/2023 |
MOODYS CORP /DE/
| MCO | Common | 13,091 | 889 | 4,551,942,000 | 818,001,000 | 1.99 | |
Hist
| 06/30/2023 |
APPLIED MATERIALS INC /DE
| AMAT | Common | 27,368 | 1,406 | 3,955,799,000 | 766,921,000 | 1.73 | 0.00 |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 8,387 | 981 | 2,855,999,000 | 720,743,000 | 1.25 | 0.00 |
Hist
| 06/30/2023 |
Eaton Corp plc
| ETN | SHS | 15,214 | 1,041 | 3,059,555,000 | 631,091,000 | 1.34 | 0.00 |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 23,346 | 2,080 | 3,395,460,000 | 624,281,000 | 1.49 | |
Hist
| 06/30/2023 |
ORACLE CORP
| ORCL | Common | 16,602 | 1,332 | 1,977,183,000 | 558,333,000 | 0.87 | 0.00 |
Hist
| 06/30/2023 |
iShares, Inc.
| EMXC | Common | 33,490 | 9,064 | 1,740,836,000 | 535,906,000 | 0.76 | |
Hist
| 06/30/2023 |
Edwards Lifesciences Corp
| EW | Common | 29,135 | 2,338 | 2,748,295,000 | 531,387,000 | 1.20 | 0.00 |
Hist
| 06/30/2023 |
Salesforce, Inc.
| CRM | Common | 8,914 | 2,138 | 1,883,098,000 | 529,459,000 | 0.82 | |
Hist
| 06/30/2023 |
CUMMINS INC
| CMI | Common | 6,873 | 1,889 | 1,684,913,000 | 494,283,000 | 0.74 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| EEM | Common | 43,096 | 12,035 | 1,704,875,000 | 479,192,000 | 0.75 | |
Hist
| 06/30/2023 |
ADVANCED MICRO DEVICES INC
| AMD | Common | 13,027 | 2,700 | 1,483,953,000 | 471,763,000 | 0.65 | 0.00 |
Hist
| 06/30/2023 |
INTEL CORP
| INTC | Common | 39,537 | 11,886 | 1,322,104,000 | 418,754,000 | 0.58 | |
Hist
| 06/30/2023 |
FISERV INC
| FISV | Common | 12,739 | 2,118 | 1,607,022,000 | 406,533,000 | 0.70 | 0.00 |
Hist
| 06/30/2023 |
BOSTON SCIENTIFIC CORP
| BSX | Common | 42,091 | 4,301 | 2,276,713,000 | 386,069,000 | 1.00 | 0.00 |
Hist
| 06/30/2023 |
Meta Platforms, Inc.
| FB | Common | 3,317 | 545 | 951,913,000 | 364,415,000 | 0.42 | |
Hist
| 06/30/2023 |
LOCKHEED MARTIN CORP
| LMT | Common | 6,429 | 908 | 2,959,890,000 | 349,991,000 | 1.30 | 0.00 |
Hist
| 06/30/2023 |
WASTE MANAGEMENT INC
| WM | Common | 14,747 | 842 | 2,557,352,000 | 288,457,000 | 1.12 | 0.00 |
Hist
| 06/30/2023 |
EPR PROPERTIES
| EPR | COM SH BEN INT | 17,740 | 3,219 | 830,226,000 | 276,977,000 | 0.36 | |
Hist
| 06/30/2023 |
NXP Semiconductors N.V.
| NXPI | COM | 5,539 | 846 | 1,133,672,000 | 258,596,000 | 0.50 | 0.00 |
Hist
| 06/30/2023 |
Discover Financial Services
| DFS | Common | 13,005 | 167 | 1,519,591,000 | 250,673,000 | 0.67 | 0.00 |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 7,183 | 1,241 | 1,330,456,000 | 247,228,000 | 0.58 | |
Hist
| 06/30/2023 |
VISA INC.
| V | CL A | 6,360 | 734 | 1,510,295,000 | 241,749,000 | 0.66 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 6,408 | 559 | 835,347,000 | 231,204,000 | 0.37 | |
Hist
| 06/30/2023 |
CHEVRON CORP
| CVX | Common | 9,225 | 1,732 | 1,451,601,000 | 229,085,000 | 0.64 | 0.00 |
Hist
| 06/30/2023 |
VERTEX PHARMACEUTICALS INC / MA
| VRTX | Common | 2,104 | 446 | 740,419,000 | 218,033,000 | 0.32 | |
Hist
| 06/30/2023 |
UNION PACIFIC CORP
| UNP | Common | 10,392 | 837 | 2,126,356,000 | 203,298,000 | 0.93 | 0.00 |
Hist
| 06/30/2023 |
INTUITIVE SURGICAL INC
| ISRG | Common | 1,724 | 209 | 589,505,000 | 202,468,000 | 0.26 | |
Hist
| 06/30/2023 |
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