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 |
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iSHARES TRUST
| IWV | Common | 18,075 | -33,885 | 4,599,656,000 | -7,632,314,000 | 2.01 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 23,894 | -35,717 | 2,381,075,000 | -3,383,325,000 | 1.04 | |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 5,327 | -17,316 | 949,592,000 | -3,199,058,000 | 0.42 | |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 59,946 | -29,798 | 4,346,083,000 | -2,072,392,000 | 1.90 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 9,227 | -15,896 | 748,915,000 | -1,332,047,000 | 0.33 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 100,086 | -883 | 9,803,437,000 | -257,144,000 | 4.29 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HYG | Common | 19,701 | -2,855 | 1,478,935,000 | -225,180,000 | 0.65 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 21,991 | -1,683 | 5,750,154,000 | -172,145,000 | 2.52 | |
Hist
| 06/30/2023 |
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EVERSOURCE ENERGY
| ES | Common | 5,381 | -1,584 | 381,609,000 | -163,454,000 | 0.17 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| CWB | Common | 19,080 | -2,905 | 1,334,645,000 | -139,859,000 | 0.58 | |
Hist
| 06/30/2023 |
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TEXAS INSTRUMENTS INC
| TXN | Common | 1,367 | -370 | 246,134,000 | -76,888,000 | 0.11 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| LQD | OPTIONS | 8,734 | -580 | 944,504,000 | -76,368,000 | 0.41 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 4,751 | -644 | 507,074,000 | -74,183,000 | 0.22 | |
Hist
| 06/30/2023 |
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DOMINION ENERGY, INC
| D | Common | 5,567 | -673 | 288,299,000 | -60,554,000 | 0.13 | |
Hist
| 06/30/2023 |
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WEC ENERGY GROUP, INC.
| WEC | COM | 3,530 | -302 | 311,487,000 | -51,748,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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CAPITAL ONE FINANCIAL CORP
| COF | Common | 10,614 | -1,847 | 1,160,814,000 | -37,419,000 | 0.51 | 0.00 |
Hist
| 06/30/2023 |
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AMERICAN EXPRESS CO
| AXP | Common | 2,205 | -333 | 384,034,000 | -34,644,000 | 0.17 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHV | Common | 6,515 | -175 | 719,582,000 | -19,663,000 | 0.32 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IAGG | Common | 11,708 | -6 | 577,077,000 | 3,686,000 | 0.25 | |
Hist
| 06/30/2023 |
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BlackRock Inc.
| BLK | Common | 1,413 | -40 | 976,758,000 | 4,463,000 | 0.43 | 0.00 |
Hist
| 06/30/2023 |
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Navvis & Company, LLC
| VV | ETF | 1,196 | -27 | 242,453,000 | 13,984,000 | 0.11 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 567 | -131 | 265,912,000 | 26,205,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 19,349 | -5,729 | 8,185,159,000 | 1,219,153,000 | 3.59 | 0.00 |
Hist
| 06/30/2023 |
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