MIDWEST PROFESSIONAL PLANNERS, LTD. Holdings

MIDWEST PROFESSIONAL PLANNERS, LTD. is an investment fund managing more than 167.59M US dollars. The largest holdings include SPDR S&P 500 ETF Trust, iShares Core U.S. Aggregate Bond ETF and iShares Russell 3000 ETF. In Q3 2022 the fund bought assets of total value of 17.26M US dollars and sold assets of total value of 27.01M US dollars.

$167.59M

portfolio value

-14.10%

quarter

-38.60%

1 year

-20.70%

3 years

MIDWEST PROFESSIONAL PLANNERS, LTD. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2018	16825000	15370000
Q2 2018	17433000	19113000
Q3 2018	19017000	18729000
Q4 2018	13959000	28898000
Q1 2019	30043000	19364000
Q2 2019	13126000	8908000
Q3 2019	18201000	14205000
Q4 2019	34776000	24127000
Q1 2020	-5806000	15232000
Q2 2020	40711000	16192000
Q3 2020	25885000	11330000
Q4 2020	51236000	28074000
Q1 2021	23858000	86170000
Q2 2021	106668000	14863000
Q3 2021	26147000	29350000
Q4 2021	21862000	4486000
Q1 2022	30538000	32003000
Q2 2022	1027000	26802000
Q3 2022	17256000	27012000

MIDWEST PROFESSIONAL PLANNERS, LTD. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
SPDR S&P 500 ETF Trust Portfolio share: 9.85% Portfolio value: 16.50M Avg. open price: $318.98 Current price: $400.01 P/L: +25.40% Bought +25.66% shares Q3 2022	share	9.85%	16.50M	$318.98	$400.01	+25.40%	Bought +25.66% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 6.26% Portfolio value: 10.48M Avg. open price: $111.87 Current price: $98.54 P/L: -11.92% Sold -0.26% shares Q3 2022	share	6.26%	10.48M	$111.87	$98.54	-11.92%	Sold -0.26% shares Q3 2022
iShares Russell 3000 ETF Portfolio share: 4.87% Portfolio value: 8.16M Avg. open price: $185.43 Current price: $230.61 P/L: +24.37% Sold -27.65% shares Q3 2022	share	4.87%	8.16M	$185.43	$230.61	+24.37%	Sold -27.65% shares Q3 2022
iShares Russell 1000 ETF Portfolio share: 4.28% Portfolio value: 7.17M Avg. open price: $172.28 Current price: $219.88 P/L: +27.63% Bought +0.39% shares Q3 2022	share	4.28%	7.17M	$172.28	$219.88	+27.63%	Bought +0.39% shares Q3 2022
SPDR S&P MIDCAP 400 ETF Trust Portfolio share: 4.22% Portfolio value: 7.07M Avg. open price: $393.51 Current price: $458.44 P/L: +16.50% Bought +37.27% shares Q3 2022	share	4.22%	7.07M	$393.51	$458.44	+16.50%	Bought +37.27% shares Q3 2022
iShares 1-3 Year Treasury Bond ETF Portfolio share: 3.94% Portfolio value: 6.60M Avg. open price: $83.68 Current price: $81.18 P/L: -2.98% Sold -36.65% shares Q3 2022	share	3.94%	6.60M	$83.68	$81.18	-2.98%	Sold -36.65% shares Q3 2022
iShares Short Treasury Bond ETF Portfolio share: 2.86% Portfolio value: 4.79M Avg. open price: $108.77 Current price: $109.87 P/L: +1.01% Bought +533.79% shares Q3 2022	share	2.86%	4.79M	$108.77	$109.87	+1.01%	Bought +533.79% shares Q3 2022
iShares U.S. Utilities ETF Portfolio share: 2.26% Portfolio value: 3.79M Avg. open price: $89.33 Current price: $87.41 P/L: -2.15% Sold -2.14% shares Q3 2022	share	2.26%	3.79M	$89.33	$87.41	-2.15%	Sold -2.14% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 2.25% Portfolio value: 3.77M Avg. open price: $165.26 Current price: $182.83 P/L: +10.63% Bought +76.84% shares Q3 2022	share	2.25%	3.77M	$165.26	$182.83	+10.63%	Bought +76.84% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.94% Portfolio value: 3.25M Avg. open price: $105.43 Current price: $146.61 P/L: +39.06% Sold -8.44% shares Q3 2022	share	1.94%	3.25M	$105.43	$146.61	+39.06%	Sold -8.44% shares Q3 2022
iShares 3-7 Year Treasury Bond ETF Portfolio share: 1.82% Portfolio value: 3.04M Avg. open price: $130.03 Current price: $115.72 P/L: -11.01% Sold -0.41% shares Q3 2022	share	1.82%	3.04M	$130.03	$115.72	-11.01%	Sold -0.41% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 1.75% Portfolio value: 2.94M Avg. open price: $111.42 Current price: $166.1 P/L: +49.08% Bought +1.65% shares Q3 2022	share	1.75%	2.94M	$111.42	$166.1	+49.08%	Bought +1.65% shares Q3 2022
Financial Data & Stock Exchanges Moody's Corporation Portfolio share: 1.41% Portfolio value: 2.36M Avg. open price: $271.87 Current price: $291.3 P/L: +7.15% Bought +3.67% shares Q3 2022	share	1.41%	2.36M	$271.87	$291.3	+7.15%	Bought +3.67% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.28% Portfolio value: 2.14M Avg. open price: $257.57 Current price: $250.2 P/L: -2.86% Bought +6.76% shares Q3 2022	share	1.28%	2.14M	$257.57	$250.2	-2.86%	Bought +6.76% shares Q3 2022
Semiconductor Equipment & Materials Applied Materials, Inc. Portfolio share: 1.27% Portfolio value: 2.13M Avg. open price: $43.19 Current price: $106.43 P/L: +146.40% Bought +2.63% shares Q3 2022	share	1.27%	2.13M	$43.19	$106.43	+146.40%	Bought +2.63% shares Q3 2022
Medical Devices Edwards Lifesciences Corporation Portfolio share: 1.20% Portfolio value: 2.01M Avg. open price: $84.43 Current price: $73.85 P/L: -12.53% Bought +4.72% shares Q3 2022	share	1.20%	2.01M	$84.43	$73.85	-12.53%	Bought +4.72% shares Q3 2022
Aerospace & Defense Northrop Grumman Corporation Portfolio share: 1.19% Portfolio value: 1.99M Avg. open price: $326.78 Current price: $541.43 P/L: +65.69% Bought +5.11% shares Q3 2022	share	1.19%	1.99M	$326.78	$541.43	+65.69%	Bought +5.11% shares Q3 2022
iShares Biotechnology ETF Portfolio share: 1.17% Portfolio value: 1.96M Avg. open price: $108.43 Current price: $135.49 P/L: +24.95% N/A Q3 2022	share	1.17%	1.96M	$108.43	$135.49	+24.95%	N/A Q3 2022
Waste Management Waste Management, Inc. Portfolio share: 1.15% Portfolio value: 1.92M Avg. open price: $116.27 Current price: $167.79 P/L: +44.31% Bought +4.73% shares Q3 2022	share	1.15%	1.92M	$116.27	$167.79	+44.31%	Bought +4.73% shares Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 1.12% Portfolio value: 1.88M Avg. open price: $73.51 Current price: $87.63 P/L: +19.22% Sold -18.70% shares Q3 2022	share	1.12%	1.88M	$73.51	$87.63	+19.22%	Sold -18.70% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 1.12% Portfolio value: 1.87M Avg. open price: $25.81 Current price: $35.04 P/L: +35.75% N/A Q3 2022	share	1.12%	1.87M	$25.81	$35.04	+35.75%	N/A Q3 2022
ISHARES TR Portfolio share: 1.12% Portfolio value: 1.86M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.46% shares Q3 2022	share	1.12%	1.86M	N/A	N/A	N/A	Bought +0.46% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 1.10% Portfolio value: 1.85M Avg. open price: N/A Current price: $155.77 P/L: N/A N/A Q3 2022	share	1.10%	1.85M	N/A	$155.77	N/A	N/A Q3 2022
iShares Russell Mid-Cap Value ETF Portfolio share: 1.09% Portfolio value: 1.83M Avg. open price: $79.63 Current price: $109.19 P/L: +37.12% N/A Q3 2022	share	1.09%	1.83M	$79.63	$109.19	+37.12%	N/A Q3 2022
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 1.07% Portfolio value: 1.78M Avg. open price: $355.71 Current price: $490.67 P/L: +37.94% Bought +7.66% shares Q3 2022	share	1.07%	1.78M	$355.71	$490.67	+37.94%	Bought +7.66% shares Q3 2022
Specialty Industrial Machinery Eaton Corporation plc Portfolio share: 1.05% Portfolio value: 1.75M Avg. open price: $91.45 Current price: $160.36 P/L: +75.36% Bought +5.03% shares Q3 2022	share	1.05%	1.75M	$91.45	$160.36	+75.36%	Bought +5.03% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 1.03% Portfolio value: 1.73M Avg. open price: $78.57 Current price: $100.68 P/L: +28.13% Bought +3.82% shares Q3 2022	share	1.03%	1.73M	$78.57	$100.68	+28.13%	Bought +3.82% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 1.02% Portfolio value: 1.70M Avg. open price: $196.98 Current price: $211.06 P/L: +7.15% Bought +5.22% shares Q3 2022	share	1.02%	1.70M	$196.98	$211.06	+7.15%	Bought +5.22% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 1.01% Portfolio value: 1.69M Avg. open price: $121.66 Current price: $131.37 P/L: +7.99% Bought +6.41% shares Q3 2022	share	1.01%	1.69M	$121.66	$131.37	+7.99%	Bought +6.41% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 1.00% Portfolio value: 1.67M Avg. open price: $91.29 Current price: $163.96 P/L: +79.60% Bought +7.53% shares Q3 2022	share	1.00%	1.67M	$91.29	$163.96	+79.60%	Bought +7.53% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.96% Portfolio value: 1.60M Avg. open price: $63.28 Current price: $66.83 P/L: +5.62% Sold -66.20% shares Q3 2022	share	0.96%	1.60M	$63.28	$66.83	+5.62%	Sold -66.20% shares Q3 2022
iShares MSCI Emerging Markets ex China ETF Portfolio share: 0.90% Portfolio value: 1.51M Avg. open price: N/A Current price: $49.49 P/L: N/A Sold -47.11% shares Q3 2022	share	0.90%	1.51M	N/A	$49.49	N/A	Sold -47.11% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.90% Portfolio value: 1.51M Avg. open price: $423.41 Current price: $488.66 P/L: +15.41% Bought +9.15% shares Q3 2022	share	0.90%	1.51M	$423.41	$488.66	+15.41%	Bought +9.15% shares Q3 2022
Staffing & Employment Services Paychex, Inc. Portfolio share: 0.90% Portfolio value: 1.50M Avg. open price: $85.39 Current price: $123.19 P/L: +44.28% Bought +5.09% shares Q3 2022	share	0.90%	1.50M	$85.39	$123.19	+44.28%	Bought +5.09% shares Q3 2022
Railroads Norfolk Southern Corporation Portfolio share: 0.86% Portfolio value: 1.44M Avg. open price: $231.22 Current price: $247.31 P/L: +6.96% Bought +6.44% shares Q3 2022	share	0.86%	1.44M	$231.22	$247.31	+6.96%	Bought +6.44% shares Q3 2022
Semiconductor Equipment & Materials Lam Research Corporation Portfolio share: 0.84% Portfolio value: 1.41M Avg. open price: $345.36 Current price: $452.6 P/L: +31.05% Bought +4.09% shares Q3 2022	share	0.84%	1.41M	$345.36	$452.6	+31.05%	Bought +4.09% shares Q3 2022
Farm & Heavy Construction Machinery Oshkosh Corporation Portfolio share: 0.83% Portfolio value: 1.38M Avg. open price: $85.81 Current price: $87.92 P/L: +2.46% Bought +4.16% shares Q3 2022	share	0.83%	1.38M	$85.81	$87.92	+2.46%	Bought +4.16% shares Q3 2022
Medical Devices Boston Scientific Corporation Portfolio share: 0.78% Portfolio value: 1.30M Avg. open price: $37.63 Current price: $45.42 P/L: +20.71% Bought +5.50% shares Q3 2022	share	0.78%	1.30M	$37.63	$45.42	+20.71%	Bought +5.50% shares Q3 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 0.75% Portfolio value: 1.26M Avg. open price: $207.33 Current price: $285.01 P/L: +37.47% Bought +8.01% shares Q3 2022	share	0.75%	1.26M	$207.33	$285.01	+37.47%	Bought +8.01% shares Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 0.73% Portfolio value: 1.22M Avg. open price: $123.62 Current price: $109.62 P/L: -11.33% Bought +5.01% shares Q3 2022	share	0.73%	1.22M	$123.62	$109.62	-11.33%	Bought +5.01% shares Q3 2022
REIT—Industrial Public Storage Portfolio share: 0.69% Portfolio value: 1.16M Avg. open price: $222.16 Current price: $289.45 P/L: +30.29% Bought +6.72% shares Q3 2022	share	0.69%	1.16M	$222.16	$289.45	+30.29%	Bought +6.72% shares Q3 2022
iShares 7-10 Year Treasury Bond ETF Portfolio share: 0.68% Portfolio value: 1.13M Avg. open price: $116.49 Current price: $97.68 P/L: -16.15% Sold -0.96% shares Q3 2022	share	0.68%	1.13M	$116.49	$97.68	-16.15%	Sold -0.96% shares Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 0.67% Portfolio value: 1.11M Avg. open price: $80.24 Current price: $105.38 P/L: +31.33% Bought +5.89% shares Q3 2022	share	0.67%	1.11M	$80.24	$105.38	+31.33%	Bought +5.89% shares Q3 2022
ISHARES TR Portfolio share: 0.66% Portfolio value: 1.10M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.38% shares Q3 2022	share	0.66%	1.10M	N/A	N/A	N/A	Sold -0.38% shares Q3 2022
iShares iBoxx $ Investment Grade Corporate Bond ETF Portfolio share: 0.65% Portfolio value: 1.09M Avg. open price: $127.32 Current price: $108.49 P/L: -14.79% Sold -0.91% shares Q3 2022	share	0.65%	1.09M	$127.32	$108.49	-14.79%	Sold -0.91% shares Q3 2022
Credit Services Discover Financial Services Portfolio share: 0.65% Portfolio value: 1.08M Avg. open price: $62.11 Current price: $103.51 P/L: +66.66% Bought +4.63% shares Q3 2022	share	0.65%	1.08M	$62.11	$103.51	+66.66%	Bought +4.63% shares Q3 2022
Credit Services Capital One Financial Corporation Portfolio share: 0.63% Portfolio value: 1.06M Avg. open price: $94.2 Current price: $95.02 P/L: +0.87% Bought +4.81% shares Q3 2022	share	0.63%	1.06M	$94.2	$95.02	+0.87%	Bought +4.81% shares Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 0.63% Portfolio value: 1.06M Avg. open price: $390.75 Current price: $530.64 P/L: +35.80% Bought +7.32% shares Q3 2022	share	0.63%	1.06M	$390.75	$530.64	+35.80%	Bought +7.32% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.62% Portfolio value: 1.04M Avg. open price: $198.22 Current price: $213.68 P/L: +7.80% Bought +7.58% shares Q3 2022	share	0.62%	1.04M	$198.22	$213.68	+7.80%	Bought +7.58% shares Q3 2022
REIT—Specialty American Tower Corporation Portfolio share: 0.60% Portfolio value: 1.00M Avg. open price: $240.49 Current price: $215.67 P/L: -10.32% Bought +9.09% shares Q3 2022	share	0.60%	1.00M	$240.49	$215.67	-10.32%	Bought +9.09% shares Q3 2022
Specialty Retail Genuine Parts Company Portfolio share: 0.56% Portfolio value: 944K Avg. open price: $114.09 Current price: $184.92 P/L: +62.09% Bought +7.70% shares Q3 2022	share	0.56%	944K	$114.09	$184.92	+62.09%	Bought +7.70% shares Q3 2022
Oil & Gas Midstream Cheniere Energy, Inc. Portfolio share: 0.56% Portfolio value: 932K Avg. open price: N/A Current price: $172.34 P/L: N/A N/A Q3 2022	share	0.56%	932K	N/A	$172.34	N/A	N/A Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.55% Portfolio value: 925K Avg. open price: $102.38 Current price: $176.56 P/L: +72.46% Bought +10.40% shares Q3 2022	share	0.55%	925K	$102.38	$176.56	+72.46%	Bought +10.40% shares Q3 2022
Asset Management BlackRock, Inc. Portfolio share: 0.54% Portfolio value: 905K Avg. open price: $593.88 Current price: $712.76 P/L: +20.02% Bought +4.51% shares Q3 2022	share	0.54%	905K	$593.88	$712.76	+20.02%	Bought +4.51% shares Q3 2022
Information Technology Services Fiserv, Inc. Portfolio share: 0.53% Portfolio value: 891K Avg. open price: $105.08 Current price: $102.19 P/L: -2.75% Bought +11.92% shares Q3 2022	share	0.53%	891K	$105.08	$102.19	-2.75%	Bought +11.92% shares Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.51% Portfolio value: 854K Avg. open price: $64.97 Current price: $79.43 P/L: +22.26% Bought +5.60% shares Q3 2022	share	0.51%	854K	$64.97	$79.43	+22.26%	Bought +5.60% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 0.51% Portfolio value: 849K Avg. open price: $202.53 Current price: $133.93 P/L: -33.87% Bought +6.98% shares Q3 2022	share	0.51%	849K	$202.53	$133.93	-33.87%	Bought +6.98% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.50% Portfolio value: 831K Avg. open price: $136.85 Current price: $183.12 P/L: +33.82% Bought +10.56% shares Q3 2022	share	0.50%	831K	$136.85	$183.12	+33.82%	Bought +10.56% shares Q3 2022
Semiconductors Skyworks Solutions, Inc. Portfolio share: 0.48% Portfolio value: 811K Avg. open price: $114.27 Current price: $93.74 P/L: -17.97% Bought +5.70% shares Q3 2022	share	0.48%	811K	$114.27	$93.74	-17.97%	Bought +5.70% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.47% Portfolio value: 785K Avg. open price: $112.04 Current price: $106.17 P/L: -5.24% Sold -7.14% shares Q3 2022	share	0.47%	785K	$112.04	$106.17	-5.24%	Sold -7.14% shares Q3 2022
Semiconductors Analog Devices, Inc. Portfolio share: 0.46% Portfolio value: 767K Avg. open price: $121.44 Current price: $167.9 P/L: +38.26% Bought +9.03% shares Q3 2022	share	0.46%	767K	$121.44	$167.9	+38.26%	Bought +9.03% shares Q3 2022
Specialty Industrial Machinery Cummins Inc. Portfolio share: 0.44% Portfolio value: 734K Avg. open price: $201.57 Current price: $245.35 P/L: +21.72% Bought +9.71% shares Q3 2022	share	0.44%	734K	$201.57	$245.35	+21.72%	Bought +9.71% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.42% Portfolio value: 712K Avg. open price: $870.5 Current price: $91.02 P/L: -89.54% Bought +19.53% shares Q3 2022	share	0.42%	712K	$870.5	$91.02	-89.54%	Bought +19.53% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.42% Portfolio value: 706K Avg. open price: $68.16 Current price: $106.85 P/L: +56.77% Bought +6.67% shares Q3 2022	share	0.42%	706K	$68.16	$106.85	+56.77%	Bought +6.67% shares Q3 2022
Information Technology Services Fidelity National Information Services, Inc. Portfolio share: 0.39% Portfolio value: 647K Avg. open price: $118 Current price: $72.87 P/L: -38.24% Bought +3.94% shares Q3 2022	share	0.39%	647K	$118	$72.87	-38.24%	Bought +3.94% shares Q3 2022
REIT—Industrial Prologis, Inc. Portfolio share: 0.38% Portfolio value: 631K Avg. open price: $102.7 Current price: $114.26 P/L: +11.26% Bought +3.76% shares Q3 2022	share	0.38%	631K	$102.7	$114.26	+11.26%	Bought +3.76% shares Q3 2022
Semiconductors Advanced Micro Devices, Inc. Portfolio share: 0.37% Portfolio value: 628K Avg. open price: $86.92 Current price: $73.62 P/L: -15.30% Bought +9.30% shares Q3 2022	share	0.37%	628K	$86.92	$73.62	-15.30%	Bought +9.30% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.37% Portfolio value: 621K Avg. open price: $158.23 Current price: $228.12 P/L: +44.17% N/A Q3 2022	share	0.37%	621K	$158.23	$228.12	+44.17%	N/A Q3 2022
Asset Management T. Rowe Price Group, Inc. Portfolio share: 0.36% Portfolio value: 602K Avg. open price: $124.95 Current price: $123.63 P/L: -1.06% Bought +7.32% shares Q3 2022	share	0.36%	602K	$124.95	$123.63	-1.06%	Bought +7.32% shares Q3 2022
Household & Personal Products Kimberly-Clark Corporation Portfolio share: 0.35% Portfolio value: 581K Avg. open price: $131.55 Current price: $137.17 P/L: +4.27% Bought +9.40% shares Q3 2022	share	0.35%	581K	$131.55	$137.17	+4.27%	Bought +9.40% shares Q3 2022
Utilities—Regulated Electric OGE Energy Corp. Portfolio share: 0.34% Portfolio value: 577K Avg. open price: $33.95 Current price: $39.5 P/L: +16.36% Bought +12.26% shares Q3 2022	share	0.34%	577K	$33.95	$39.5	+16.36%	Bought +12.26% shares Q3 2022
Utilities—Regulated Electric Eversource Energy Portfolio share: 0.31% Portfolio value: 518K Avg. open price: $73.02 Current price: $83.65 P/L: +14.56% Bought +5.22% shares Q3 2022	share	0.31%	518K	$73.02	$83.65	+14.56%	Bought +5.22% shares Q3 2022
REIT—Healthcare Facilities Healthpeak Properties, Inc. Portfolio share: 0.30% Portfolio value: 497K Avg. open price: $28.93 Current price: $26.03 P/L: -10.02% Bought +9.09% shares Q3 2022	share	0.30%	497K	$28.93	$26.03	-10.02%	Bought +9.09% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 0.29% Portfolio value: 489K Avg. open price: $43.71 Current price: $35.15 P/L: -19.59% Bought +6.60% shares Q3 2022	share	0.29%	489K	$43.71	$35.15	-19.59%	Bought +6.60% shares Q3 2022
Banks—Diversified Royal Bank of Canada Portfolio share: 0.28% Portfolio value: 476K Avg. open price: $80.13 Current price: $98.26 P/L: +22.62% Bought +10.36% shares Q3 2022	share	0.28%	476K	$80.13	$98.26	+22.62%	Bought +10.36% shares Q3 2022
Semiconductors NXP Semiconductors N.V. Portfolio share: 0.28% Portfolio value: 462K Avg. open price: $151.85 Current price: $168.37 P/L: +10.88% Bought +11.77% shares Q3 2022	share	0.28%	462K	$151.85	$168.37	+10.88%	Bought +11.77% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.27% Portfolio value: 446K Avg. open price: $2,240.25 Current price: $99.48 P/L: -95.56% Bought +15.92% shares Q3 2022	share	0.27%	446K	$2,240.25	$99.48	-95.56%	Bought +15.92% shares Q3 2022
Conglomerates 3M Company Portfolio share: 0.26% Portfolio value: 444K Avg. open price: $154.97 Current price: $124.63 P/L: -19.58% Bought +10.21% shares Q3 2022	share	0.26%	444K	$154.97	$124.63	-19.58%	Bought +10.21% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.26% Portfolio value: 442K Avg. open price: $356.03 Current price: $557.21 P/L: +56.51% Bought +7.92% shares Q3 2022	share	0.26%	442K	$356.03	$557.21	+56.51%	Bought +7.92% shares Q3 2022
Electronic Gaming & Multimedia Electronic Arts Inc. Portfolio share: 0.26% Portfolio value: 440K Avg. open price: $139.64 Current price: $130.42 P/L: -6.60% Bought +5.81% shares Q3 2022	share	0.26%	440K	$139.64	$130.42	-6.60%	Bought +5.81% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.26% Portfolio value: 438K Avg. open price: N/A Current price: N/A P/L: N/A Bought +35.34% shares Q3 2022	share	0.26%	438K	N/A	N/A	N/A	Bought +35.34% shares Q3 2022
Utilities—Regulated Electric Xcel Energy Inc. Portfolio share: 0.26% Portfolio value: 430K Avg. open price: $61.96 Current price: $68.68 P/L: +10.85% Bought +6.77% shares Q3 2022	share	0.26%	430K	$61.96	$68.68	+10.85%	Bought +6.77% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.26% Portfolio value: 429K Avg. open price: $50.62 Current price: $29.17 P/L: -42.38% Bought +7.77% shares Q3 2022	share	0.26%	429K	$50.62	$29.17	-42.38%	Bought +7.77% shares Q3 2022
REIT—Specialty EPR Properties Portfolio share: 0.25% Portfolio value: 415K Avg. open price: $50.32 Current price: $40.69 P/L: -19.14% Bought +12.63% shares Q3 2022	share	0.25%	415K	$50.32	$40.69	-19.14%	Bought +12.63% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.24% Portfolio value: 403K Avg. open price: $143.18 Current price: $149.09 P/L: +4.13% Bought +1.66% shares Q3 2022	share	0.24%	403K	$143.18	$149.09	+4.13%	Bought +1.66% shares Q3 2022
REIT—Healthcare Facilities Omega Healthcare Investors, Inc. Portfolio share: 0.24% Portfolio value: 396K Avg. open price: $28.6 Current price: $29.64 P/L: +3.64% Bought +10.68% shares Q3 2022	share	0.24%	396K	$28.6	$29.64	+3.64%	Bought +10.68% shares Q3 2022
Communication Equipment Hewlett Packard Enterprise Company Portfolio share: 0.22% Portfolio value: 377K Avg. open price: $14.51 Current price: $16.21 P/L: +11.73% Bought +8.55% shares Q3 2022	share	0.22%	377K	$14.51	$16.21	+11.73%	Bought +8.55% shares Q3 2022
Utilities—Regulated Electric Dominion Energy, Inc. Portfolio share: 0.22% Portfolio value: 377K Avg. open price: $79.36 Current price: $59.27 P/L: -25.31% Bought +16.40% shares Q3 2022	share	0.22%	377K	$79.36	$59.27	-25.31%	Bought +16.40% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.22% Portfolio value: 372K Avg. open price: $2,326.03 Current price: $99.87 P/L: -95.71% Bought +11.06% shares Q3 2022	share	0.22%	372K	$2,326.03	$99.87	-95.71%	Bought +11.06% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.22% Portfolio value: 365K Avg. open price: $49.24 Current price: $49.33 P/L: +0.17% Bought +11.00% shares Q3 2022	share	0.22%	365K	$49.24	$49.33	+0.17%	Bought +11.00% shares Q3 2022
Biotechnology Vertex Pharmaceuticals Incorporated Portfolio share: 0.21% Portfolio value: 348K Avg. open price: $269.63 Current price: $317.6 P/L: +17.79% Bought +9.47% shares Q3 2022	share	0.21%	348K	$269.63	$317.6	+17.79%	Bought +9.47% shares Q3 2022
Utilities—Regulated Electric WEC Energy Group, Inc. Portfolio share: 0.20% Portfolio value: 343K Avg. open price: $60.18 Current price: $94.25 P/L: +56.61% Sold -68.85% shares Q4 2021	share	0.20%	343K	$60.18	$94.25	+56.61%	Sold -68.85% shares Q4 2021
REIT—Retail Kimco Realty Corporation Portfolio share: 0.20% Portfolio value: 343K Avg. open price: $22.11 Current price: $22.11 P/L: +0.01% Bought +13.77% shares Q3 2022	share	0.20%	343K	$22.11	$22.11	+0.01%	Bought +13.77% shares Q3 2022
Oil & Gas E&P EOG Resources, Inc. Portfolio share: 0.19% Portfolio value: 322K Avg. open price: $113.34 Current price: $134.14 P/L: +18.35% Bought +9.37% shares Q3 2022	share	0.19%	322K	$113.34	$134.14	+18.35%	Bought +9.37% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.19% Portfolio value: 313K Avg. open price: $848 Current price: $182.45 P/L: -78.48% Bought +9.35% shares Q3 2022	share	0.19%	313K	$848	$182.45	-78.48%	Bought +9.35% shares Q3 2022
Packaged Foods Hormel Foods Corporation Portfolio share: 0.19% Portfolio value: 312K Avg. open price: $41.89 Current price: $47.19 P/L: +12.64% Bought +9.91% shares Q3 2022	share	0.19%	312K	$41.89	$47.19	+12.64%	Bought +9.91% shares Q3 2022
Semiconductors Micron Technology, Inc. Portfolio share: 0.18% Portfolio value: 304K Avg. open price: $70.72 Current price: $54.04 P/L: -23.58% Bought +6.41% shares Q3 2022	share	0.18%	304K	$70.72	$54.04	-23.58%	Bought +6.41% shares Q3 2022
Credit Services American Express Company Portfolio share: 0.17% Portfolio value: 286K Avg. open price: $131.62 Current price: $156.08 P/L: +18.58% Bought +7.62% shares Q3 2022	share	0.17%	286K	$131.62	$156.08	+18.58%	Bought +7.62% shares Q3 2022
SPDR Bloomberg Convertible Securities ETF Portfolio share: 0.17% Portfolio value: 284K Avg. open price: $57.81 Current price: $66.33 P/L: +14.74% Sold -2.92% shares Q3 2022	share	0.17%	284K	$57.81	$66.33	+14.74%	Sold -2.92% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.17% Portfolio value: 279K Avg. open price: $202.36 Current price: $122.43 P/L: -39.50% Bought +4.53% shares Q3 2022	share	0.17%	279K	$202.36	$122.43	-39.50%	Bought +4.53% shares Q3 2022
Biotechnology BioNTech SE Portfolio share: 0.15% Portfolio value: 254K Avg. open price: $204.75 Current price: $166.71 P/L: -18.58% Bought +5.96% shares Q3 2022	share	0.15%	254K	$204.75	$166.71	-18.58%	Bought +5.96% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 0.14% Portfolio value: 243K Avg. open price: $162.75 Current price: $211.89 P/L: +30.19% Bought +3.78% shares Q3 2022	share	0.14%	243K	$162.75	$211.89	+30.19%	Bought +3.78% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.14% Portfolio value: 241K Avg. open price: $158.2 Current price: $436.89 P/L: +176.17% Bought +7.93% shares Q3 2022	share	0.14%	241K	$158.2	$436.89	+176.17%	Bought +7.93% shares Q3 2022
Medical Instruments & Supplies Intuitive Surgical, Inc. Portfolio share: 0.14% Portfolio value: 236K Avg. open price: $292.21 Current price: $269.72 P/L: -7.70% Bought +8.61% shares Q3 2022	share	0.14%	236K	$292.21	$269.72	-7.70%	Bought +8.61% shares Q3 2022
Software—Infrastructure VMware, Inc. Portfolio share: 0.14% Portfolio value: 234K Avg. open price: $113.91 Current price: $119.65 P/L: +5.04% Bought +5.67% shares Q3 2022	share	0.14%	234K	$113.91	$119.65	+5.04%	Bought +5.67% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.14% Portfolio value: 233K Avg. open price: $149.53 Current price: $369.29 P/L: +146.97% Bought +2.56% shares Q3 2022	share	0.14%	233K	$149.53	$369.29	+146.97%	Bought +2.56% shares Q3 2022
Utilities—Regulated Electric DTE Energy Company Portfolio share: 0.14% Portfolio value: 228K Avg. open price: $91.35 Current price: $114.06 P/L: +24.86% Bought +7.01% shares Q3 2022	share	0.14%	228K	$91.35	$114.06	+24.86%	Bought +7.01% shares Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.14% Portfolio value: 227K Avg. open price: N/A Current price: $177.39 P/L: N/A N/A Q3 2022	share	0.14%	227K	N/A	$177.39	N/A	N/A Q3 2022
Scientific & Technical Instruments Badger Meter, Inc. Portfolio share: 0.13% Portfolio value: 221K Avg. open price: N/A Current price: $114.08 P/L: N/A N/A Q3 2022	share	0.13%	221K	N/A	$114.08	N/A	N/A Q3 2022
Vanguard Large Cap Index Fund Portfolio share: 0.13% Portfolio value: 218K Avg. open price: N/A Current price: $182.27 P/L: N/A Sold -10.00% shares Q4 2021	share	0.13%	218K	N/A	$182.27	N/A	Sold -10.00% shares Q4 2021
REIT—Office Boston Properties, Inc. Portfolio share: 0.13% Portfolio value: 213K Avg. open price: $110.1 Current price: $67.85 P/L: -38.38% Bought +11.62% shares Q3 2022	share	0.13%	213K	$110.1	$67.85	-38.38%	Bought +11.62% shares Q3 2022
iShares Core Growth Allocation ETF Portfolio share: 0.13% Portfolio value: 211K Avg. open price: $42.66 Current price: $48.78 P/L: +14.34% Sold -7.94% shares Q3 2022	share	0.13%	211K	$42.66	$48.78	+14.34%	Sold -7.94% shares Q3 2022
Banks—Regional Provident Financial Services, Inc. Portfolio share: 0.12% Portfolio value: 209K Avg. open price: $22.95 Current price: $21.9 P/L: -4.56% Bought +8.34% shares Q3 2022	share	0.12%	209K	$22.95	$21.9	-4.56%	Bought +8.34% shares Q3 2022
Utilities—Regulated Electric American Electric Power Company, Inc. Portfolio share: 0.12% Portfolio value: 205K Avg. open price: $93.69 Current price: $94.53 P/L: +0.90% Bought +6.33% shares Q3 2022	share	0.12%	205K	$93.69	$94.53	+0.90%	Bought +6.33% shares Q3 2022
Aerospace & Defense L3Harris Technologies, Inc. Portfolio share: 0.12% Portfolio value: 203K Avg. open price: $241.7 Current price: $224.71 P/L: -7.03% Bought +10.65% shares Q3 2022	share	0.12%	203K	$241.7	$224.71	-7.03%	Bought +10.65% shares Q3 2022
Medical Devices Xtant Medical Holdings, Inc. Portfolio share: 0.02% Portfolio value: 29K Avg. open price: N/A Current price: $0.58 P/L: N/A N/A Q1 2022	share	0.02%	29K	N/A	$0.58	N/A	N/A Q1 2022
Biotechnology ChromaDex Corporation Portfolio share: 0.02% Portfolio value: 26K Avg. open price: N/A Current price: $1.7 P/L: N/A N/A Q2 2021	share	0.02%	26K	N/A	$1.7	N/A	N/A Q2 2021
Software—Infrastructure Adobe Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $266.17 Current price: $334.28 P/L: +25.59% Sold -100.00% shares Q3 2022	share	0.00%	0	$266.17	$334.28	+25.59%	Sold -100.00% shares Q3 2022
Consumer Staples Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $67.36 Current price: $76.22 P/L: +13.15% Sold -100.00% shares Q3 2022	share	0.00%	0	$67.36	$76.22	+13.15%	Sold -100.00% shares Q3 2022
Materials Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $55.08 Current price: $82.1 P/L: +49.05% Sold -100.00% shares Q3 2022	share	0.00%	0	$55.08	$82.1	+49.05%	Sold -100.00% shares Q3 2022
SPDR Gold Shares Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $180.65 Current price: $164.39 P/L: -9.00% Sold -100.00% shares Q3 2022	share	0.00%	0	$180.65	$164.39	-9.00%	Sold -100.00% shares Q3 2022
iShares Russell 2000 Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $101.52 Current price: $145.61 P/L: +43.44% Sold -100.00% shares Q3 2022	share	0.00%	0	$101.52	$145.61	+43.44%	Sold -100.00% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $83.62 Current price: $138.43 P/L: +65.54% Sold -100.00% shares Q3 2022	share	0.00%	0	$83.62	$138.43	+65.54%	Sold -100.00% shares Q3 2022

Showing TOP 123 MIDWEST PROFESSIONAL PLANNERS, LTD.'s 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of MIDWEST PROFESSIONAL PLANNERS, LTD.?

The biggest position of the MIDWEST PROFESSIONAL PLANNERS, LTD. is SPDR S&P 500 ETF Trust (SPY) with 9.85% portfolio share worth of 16.51M US dollars.

Top 5 MIDWEST PROFESSIONAL PLANNERS, LTD.'s holdings represent 29.48% of the portfolio:

SPDR S&P 500 ETF Trust (SPY) – 9.85%
iShares Core U.S. Aggregate Bond ETF (AGG) – 6.26%
iShares Russell 3000 ETF (IWV) – 4.87%
iShares Russell 1000 ETF (IWB) – 4.28%
SPDR S&P MIDCAP 400 ETF Trust (MDY) – 4.22%

Who is the portfolio manager of MIDWEST PROFESSIONAL PLANNERS, LTD.?

The portfolio manager of the MIDWEST PROFESSIONAL PLANNERS, LTD. is .

What is the total asset value of the MIDWEST PROFESSIONAL PLANNERS, LTD. portfolio?

MIDWEST PROFESSIONAL PLANNERS, LTD. total asset value (portfolio value) is 167.59M US dollars.

Who is ?

is the portfolio manager of the MIDWEST PROFESSIONAL PLANNERS, LTD..

What is (MIDWEST PROFESSIONAL PLANNERS, LTD.) fund performance?

MIDWEST PROFESSIONAL PLANNERS, LTD.'s quarterly performance is -14.10%, annualy -38.60%. In the past 3 years, the value of 's portfolio has decreased by -21%.

What is the MIDWEST PROFESSIONAL PLANNERS, LTD. CIK?

MIDWEST PROFESSIONAL PLANNERS, LTD.'s Central Index Key is 0001730575 .