Midwest Professional Planners, LTD.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Wausau, WI
CIK
0001730575
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 147 299,233 SPY, NVDA, AVGO, IWV 13F-HR 8/6/2024 000110465924086172
Q1 2024 147 285,056 SPY, NVDA, AGG, EFA 13F-HR 5/9/2024 000110465924059176
Q4 2023 129 250,858 SPY, NVDA, AGG, EFA 13F-HR 2/15/2024 000110465924024428
Q3 2023 125 222,363 SPY, AGG, NVDA, IJH 13F-HR 11/13/2023 000110465923116701
Q2 2023 124 228,301 SPY, AGG, NVDA, IJH 13F-HR 8/7/2023 000110465923088352
Q1 2023 121 204,425 SPY, IWV, AGG, NVDA 13F-HR 5/15/2023 000110465923060589
Q4 2022 123 180,676 SPY, AGG, IWB, MDY 13F-HR 2/10/2023 000110465923018373
Q3 2022 117 167,593 SPY, AGG, IWV, IWB 13F-HR 11/10/2022 000110465922117206
Q2 2022 115 177,298 SPY, IWV, AGG, SHY 13F-HR 8/9/2022 000110465922087744
Q1 2022 120 203,288 SPY, AGG, IWV, IWB 13F-HR 5/11/2022 000110465922058672
Q4 2021 116 205,852 SPY, AGG, IWV, IWB 13F-HR 2/10/2022 000110465922019464
Q3 2021 114 188,539 SPY, AGG, IWB, IWV 13F-HR 11/8/2021 000110465921135487
Q2 2021 116 191,938 AGG, SPY, IWV, IWB 13F-HR 8/10/2021 000110465921102763
Q1 2021 81 101,269 SWKS, AGG, SPY, IWB 13F-HR 5/17/2021 000110465921067548
Q4 2020 112 162,297 AGG, IWV, SPY, EEM 13F-HR 3/11/2021 000110465921034595
Q3 2020 107 142,162 AGG, SWKS, IWB, IWV 13F-HR 11/6/2020 000110465920122448
Q2 2020 107 127,001 AGG, IWB, IWV, SWKS 13F-HR 8/14/2020 000110465920095166
Q1 2020 81 101,269 SWKS, AGG, SPY, IWB 13F-HR 5/5/2020 000110465920056824
Q4 2019 92 122,441 SWKS, IWB, AGG, SPY 13F-HR 2/11/2020 000110465920016223
Q3 2019 91 111,792 SPY, IWB, IWV, SHY 13F-HR 11/14/2019 000110465919064220
Q2 2019 91 107,796 AGG, IWB, SHY, IWV 13F-HR 8/12/2019 000114420419038991
Q1 2019 89 103,578 CWB, AGG, IWB, SHY 13F-HR 5/8/2019 000114420419024314
Q4 2018 80 92,899 SHY, AGG, IWB, CWB 13F-HR 2/14/2019 000114420419007376
Q3 2018 85 108,911 IWB, AGG, SHY, CWB 13F-HR 11/13/2018 000114420418059124
Q2 2018 330 111,842 MDY, IWB, AGG, SHY 13F-HR 8/10/2018 000114420418043580
Q1 2018 330 110,975 SHY, IWB, AGG, MDY 13F-HR 5/15/2018 000114420418028358
Q4 2017 364 109,504 IWB, AGG, CWB, MDY 13F-HR 2/13/2018 000114420418007400