$168 Million is the total value of Midwest Professional Planners, LTD.'s 117 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBB | New | ISHARES TRishares biotech | $1,969,000 | – | 16,837 | +100.0% | 1.18% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $1,871,000 | – | 61,625 | +100.0% | 1.12% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $1,851,000 | – | 13,610 | +100.0% | 1.10% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $1,831,000 | – | 19,060 | +100.0% | 1.09% | – |
| LNG | New | CHENIERE ENERGY INC | $932,000 | – | 5,619 | +100.0% | 0.56% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $621,000 | – | 2,954 | +100.0% | 0.37% | – |
| TXN | New | TEXAS INSTRS INC | $227,000 | – | 1,469 | +100.0% | 0.14% | – |
| BMI | New | BADGER METER INC | $221,000 | – | 2,390 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR TR UNIT | 24 | Q3 2023 | 20.1% |
| ISHARES TR CORE U S AGGREGATE BD ETF | 24 | Q3 2023 | 9.4% |
| ISHARES TR RUSSELL 3000 ETF | 24 | Q3 2023 | 6.7% |
| ISHARES TR 1-3 YR TREAS BD ETF | 24 | Q3 2023 | 9.2% |
| ISHARES TR MSCI EAFE ETF | 24 | Q3 2023 | 5.2% |
| NVIDIA CORPORATION | 24 | Q3 2023 | 3.6% |
| APPLE INC COM | 24 | Q3 2023 | 2.3% |
| Moody's Corporation | 24 | Q3 2023 | 2.0% |
| EDWARDS LIFESCIENCES CORP COM | 24 | Q3 2023 | 1.6% |
| APPLIED MATLS INC | 24 | Q3 2023 | 1.9% |
View Midwest Professional Planners, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
View Midwest Professional Planners, LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.