$181 Million is the total value of Midwest Professional Planners, LTD.'s 123 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $4,153,823 | – | 30,577 | +100.0% | 2.30% | – |
| GLD | New | SPDR GOLD TR | $2,197,856 | – | 12,956 | +100.0% | 1.22% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $2,144,235 | – | 28,762 | +100.0% | 1.19% | – |
| CTVA | New | CORTEVA INC | $325,347 | – | 5,535 | +100.0% | 0.18% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $244,657 | – | 727 | +100.0% | 0.14% | – |
| RNR | New | RENAISSANCERE HLDGS LTD | $234,795 | – | 1,274 | +100.0% | 0.13% | – |
| DVY | New | ISHARES TRselect divid etf | $228,416 | – | 1,894 | +100.0% | 0.13% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $221,299 | – | 1,596 | +100.0% | 0.12% | – |
| SAIC | New | SCIENCE APPLICATIONS INTL CO | $211,765 | – | 1,909 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.