Rocket


News + Filings
Holdings

Midwest Professional Planners, LTD.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
SPDR S&P 500 ETF TRUST SPYCommon103,60336,46945,925,227,00018,441,384,00020.12  Hist 06/30/2023
iSHARES TRUST AGGLEHMAN AGG BND100,086-8839,803,437,000-257,144,0004.29  Hist 06/30/2023
NVIDIA CORP NVDACommon19,349-5,7298,185,159,0001,219,153,0003.590.00 Hist 06/30/2023
iSHARES TRUST IJHCommon21,991-1,6835,750,154,000-172,145,0002.52  Hist 06/30/2023
Apple Inc. AAPLCommon23,8129404,618,836,000847,252,0002.02  Hist 06/30/2023
iSHARES TRUST IWVCommon18,075-33,8854,599,656,000-7,632,314,0002.01  Hist 06/30/2023
MOODYS CORP /DE/ MCOCommon13,0918894,551,942,000818,001,0001.99  Hist 06/30/2023
ISHARES MSCI EAFE INDEX FUND EFAETF59,946-29,7984,346,083,000-2,072,392,0001.90  Hist 06/30/2023
APPLIED MATERIALS INC /DE AMATCommon27,3681,4063,955,799,000766,921,0001.730.00 Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon23,3462,0803,395,460,000624,281,0001.49  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLKCOM19,07719,0773,316,715,0003,316,715,0001.45  Hist 06/30/2023
LAM RESEARCH CORP LRCXCommon5,1074973,283,203,000839,340,0001.440.00 Hist 06/30/2023
iSHARES TRUST IWFCommon11,62311,6233,198,366,0003,198,366,0001.40  Hist 06/30/2023
Broadcom Ltd AVGOCOM3,5945513,117,464,0001,165,469,0001.37  Hist 06/30/2023
COSTCO WHOLESALE CORP /NEW COSTCommon5,6921,4263,064,409,000944,883,0001.34  Hist 06/30/2023
Eaton Corp plc ETNSHS15,2141,0413,059,555,000631,091,0001.340.00 Hist 06/30/2023
iSHARES TRUST IWPRUSSELL MCP GR31,43731,4373,037,793,0003,037,793,0001.33  Hist 06/30/2023
LOCKHEED MARTIN CORP LMTCommon6,4299082,959,890,000349,991,0001.300.00 Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLBSBI MATERIALS35,6869,5172,957,315,000846,545,0001.30  Hist 06/30/2023
iSHARES TRUST SHY1-3 YR TRS BD35,30123,6762,862,171,0001,907,059,0001.25  Hist 06/30/2023
MICROSOFT CORP MSFTCommon8,3879812,855,999,000720,743,0001.250.00 Hist 06/30/2023
iSHARES TRUST IBBCALL22,07522,0752,802,674,0002,802,674,0001.23  Hist 06/30/2023
Edwards Lifesciences Corp EWCommon29,1352,3382,748,295,000531,387,0001.200.00 Hist 06/30/2023
WASTE MANAGEMENT INC WMCommon14,7478422,557,352,000288,457,0001.120.00 Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 60023,894-35,7172,381,075,000-3,383,325,0001.04  Hist 06/30/2023
RAYTHEON TECHNOLOGIES CORP RTXCOM24,2681,5372,377,267,000151,179,0001.04  Hist 06/30/2023
NORTHROP GRUMMAN CORP /DE/ NOCCommon5,0694572,310,545,000181,103,0001.010.00 Hist 06/30/2023
BOSTON SCIENTIFIC CORP BSXCommon42,0914,3012,276,713,000386,069,0001.000.00 Hist 06/30/2023
AbbVie Inc. ABBVCOM16,8192,2952,266,059,000-48,638,0000.990.00 Hist 06/30/2023
UNION PACIFIC CORP UNPCommon10,3928372,126,356,000203,298,0000.930.00 Hist 06/30/2023
INVESCO QQQ TRUST, SERIES 1 QQQETF5,4835,4832,025,530,0002,025,530,0000.89  Hist 06/30/2023
ORACLE CORP ORCLCommon16,6021,3321,977,183,000558,333,0000.870.00 Hist 06/30/2023
OSHKOSH CORP OSKCommon22,5371,4741,951,491,000199,475,0000.850.03 Hist 06/30/2023
Salesforce, Inc. CRMCommon8,9142,1381,883,098,000529,459,0000.82  Hist 06/30/2023
NIKE, Inc. NKECommon16,2591891,794,544,000-176,265,0000.79  Hist 06/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy