0001104659-22-087744.txt : 20220809
0001104659-22-087744.hdr.sgml : 20220809
20220809120820
ACCESSION NUMBER: 0001104659-22-087744
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220809
DATE AS OF CHANGE: 20220809
EFFECTIVENESS DATE: 20220809
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Midwest Professional Planners, LTD.
CENTRAL INDEX KEY: 0001730575
IRS NUMBER: 391586683
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18384
FILM NUMBER: 221147253
BUSINESS ADDRESS:
STREET 1: 2610 STEWART AVE
STREET 2: SUITE 100
CITY: WAUSAU
STATE: WI
ZIP: 54401
BUSINESS PHONE: 7158483474
MAIL ADDRESS:
STREET 1: 2610 STEWART AVE
STREET 2: SUITE 100
CITY: WAUSAU
STATE: WI
ZIP: 54401
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001730575
XXXXXXXX
06-30-2022
06-30-2022
false
Midwest Professional Planners, LTD.
2610 Stewart Ave
Suite 100
Wausau
WI
54401
13F HOLDINGS REPORT
028-18384
N
Gery Sadzewicz
Chief Compliance Officer
815-782-1250
/s/ Gery Sadzewicz
Wasau
WI
08-08-2022
0
115
177298
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
471
3643
SH
SOLE
0
0
3643
ABBOTT LABS
COM
002824100
1187
10925
SH
SOLE
0
0
10925
ABBVIE INC
COM
00287Y109
1777
11603
SH
SOLE
0
0
11603
ADOBE SYSTEMS INCORPORATED
COM
00724F101
230
629
SH
SOLE
0
0
629
ADVANCED MICRO DEVICES INC
COM
007903107
693
9067
SH
SOLE
0
0
9067
ALPHABET INC
CAP STK CL A
02079K305
438
201
SH
SOLE
0
0
201
ALPHABET INC
CAP STK CL C
02079K107
381
174
SH
SOLE
0
0
174
AMAZON COM INC
COM
023135106
560
5269
SH
SOLE
0
0
5269
AMERICAN ELEC PWR CO INC
COM
025537101
214
2226
SH
SOLE
0
0
2226
AMERICAN EXPRESS CO
COM
025816109
273
1968
SH
SOLE
0
0
1968
AMERICAN TOWER CORP NEW
COM
03027X100
1099
4302
SH
SOLE
0
0
4302
AMGEN INC
COM
031162100
1260
5178
SH
SOLE
0
0
5178
ANALOG DEVICES INC
COM
032654105
738
5049
SH
SOLE
0
0
5049
APPLE INC
COM
037833100
3513
25695
SH
SOLE
0
0
25695
APPLIED MATLS INC
COM
038222105
2311
25405
SH
SOLE
0
0
25405
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
331
1211
SH
SOLE
0
0
1211
BIONTECH SE
SPONSORED ADS
09075V102
265
1779
SH
SOLE
0
0
1779
BLACKROCK INC
COM
09247X101
958
1574
SH
SOLE
0
0
1574
BOSTON PROPERTIES INC
COM
101121101
227
2548
SH
SOLE
0
0
2548
BOSTON SCIENTIFIC CORP
COM
101137107
1192
31992
SH
SOLE
0
0
31992
BROADCOM INC
COM
11135F101
1082
2227
SH
SOLE
0
0
2227
CAPITAL ONE FINL CORP
COM
14040H105
1147
11008
SH
SOLE
0
0
11008
CHEVRON CORP NEW
COM
166764100
845
5835
SH
SOLE
0
0
5835
CHROMADEX CORP
COM NEW
171077407
35
20950
SH
SOLE
0
0
20950
CISCO SYS INC
COM
17275R102
351
8221
SH
SOLE
0
0
8221
COMCAST CORP NEW
CL A
20030N101
613
15625
SH
SOLE
0
0
15625
COSTCO WHSL CORP NEW
COM
22160K105
1405
2930
SH
SOLE
0
0
2930
CUMMINS INC
COM
231021106
636
3286
SH
SOLE
0
0
3286
DEERE &CO
COM
244199105
200
668
SH
SOLE
0
0
668
DISCOVER FINL SVCS
COM
254709108
1080
11414
SH
SOLE
0
0
11414
DOMINION ENERGY INC
COM
25746U109
374
4683
SH
SOLE
0
0
4683
DTE ENERGY CO
COM
233331107
235
1855
SH
SOLE
0
0
1855
EATON CORP PLC
SHS
G29183103
1579
12536
SH
SOLE
0
0
12536
EDWARDS LIFESCIENCES CORP
COM
28176E108
2211
23254
SH
SOLE
0
0
23254
ELECTRONIC ARTS INC
COM
285512109
438
3597
SH
SOLE
0
0
3597
EOG RES INC
COM
26875P101
291
2636
SH
SOLE
0
0
2636
EPR PPTYS
COM SH BEN INT
26884U109
483
10282
SH
SOLE
0
0
10282
EVERSOURCE ENERGY
COM
30040W108
534
6319
SH
SOLE
0
0
6319
EXXON MOBIL CORP
COM
30231G102
649
7583
SH
SOLE
0
0
7583
FIDELITY NATL INFORMATION SV
COM
31620M106
755
8232
SH
SOLE
0
0
8232
FISERV INC
COM
337738108
757
8504
SH
SOLE
0
0
8504
GENUINE PARTS CO
COM
372460105
780
5867
SH
SOLE
0
0
5867
HEALTHPEAK PROPERTIES INC
COM
42250P103
515
19885
SH
SOLE
0
0
19885
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
384
28969
SH
SOLE
0
0
28969
HORMEL FOODS CORP
COM
440452100
296
6256
SH
SOLE
0
0
6256
INTEL CORP
COM
458140100
577
15435
SH
SOLE
0
0
15435
INTUITIVE SURGICAL INC
COM NEW
46120E602
233
1161
SH
SOLE
0
0
1161
ISHARES INC
MSCI EMRG CHN
46434G764
3081
64512
SH
SOLE
0
0
64512
ISHARES TR
RUSSELL 3000 ETF
464287689
11854
54527
SH
SOLE
0
0
54527
ISHARES TR
CORE US AGGBD ET
464287226
11098
109146
SH
SOLE
0
0
109146
ISHARES TR
1 3 YR TREAS BD
464287457
10634
128448
SH
SOLE
0
0
128448
ISHARES TR
RUS 1000 ETF
464287622
7523
36210
SH
SOLE
0
0
36210
ISHARES TR
MSCI EAFE ETF
464287465
5301
84822
SH
SOLE
0
0
84822
ISHARES TR
U.S. UTILITS ETF
464287697
4090
47784
SH
SOLE
0
0
47784
ISHARES TR
3 7 YR TREAS BD
464288661
3192
26748
SH
SOLE
0
0
26748
ISHARES TR
RUSSELL 2000 ETF
464287655
2193
12951
SH
SOLE
0
0
12951
ISHARES TR
NORTH AMERN NAT
464287374
1925
53507
SH
SOLE
0
0
53507
ISHARES TR
RUS 2000 VAL ETF
464287630
1886
13853
SH
SOLE
0
0
13853
ISHARES TR
7-10 YR TRSY BD
464287440
1220
11927
SH
SOLE
0
0
11927
ISHARES TR
IBOXX INV CP ETF
464287242
1187
10790
SH
SOLE
0
0
10790
ISHARES TR
FLTG RATE NT ETF
46429B655
1101
22060
SH
SOLE
0
0
22060
ISHARES TR
NATIONAL MUN ETF
464288414
876
8238
SH
SOLE
0
0
8238
ISHARES TR
SHORT TREAS BD
464288679
758
6884
SH
SOLE
0
0
6884
ISHARES TR
GRWT ALLOCAT ETF
464289867
246
5127
SH
SOLE
0
0
5127
JPMORGAN CHASE &CO
COM
46625H100
1716
15237
SH
SOLE
0
0
15237
KIMBERLY-CLARK CORP
COM
494368103
638
4723
SH
SOLE
0
0
4723
KIMCO RLTY CORP
COM
49446R109
324
16381
SH
SOLE
0
0
16381
L3HARRIS TECHNOLOGIES INC
COM
502431109
213
883
SH
SOLE
0
0
883
LAM RESEARCH CORP
COM
512807108
1582
3713
SH
SOLE
0
0
3713
LILLY ELI &CO
COM
532457108
228
702
SH
SOLE
0
0
702
LOCKHEED MARTIN CORP
COM
539830109
1848
4297
SH
SOLE
0
0
4297
META PLATFORMS INC
CL A
30303M102
317
1966
SH
SOLE
0
0
1966
MICRON TECHNOLOGY INC
COM
595112103
316
5708
SH
SOLE
0
0
5708
MICROSOFT CORP
COM
594918104
2219
8642
SH
SOLE
0
0
8642
MOODYS CORP
COM
615369105
2551
9381
SH
SOLE
0
0
9381
NIKE INC
CL B
654106103
1439
14079
SH
SOLE
0
0
14079
NORFOLK SOUTHN CORP
COM
655844108
1468
6460
SH
SOLE
0
0
6460
NORTHROP GRUMMAN CORP
COM
666807102
1931
4034
SH
SOLE
0
0
4034
NVIDIA CORPORATION
COM
67066G104
3612
23829
SH
SOLE
0
0
23829
NXP SEMICONDUCTORS N V
COM
N6596X109
415
2804
SH
SOLE
0
0
2804
OGE ENERGY CORP
COM
670837103
544
14099
SH
SOLE
0
0
14099
OMEGA HEALTHCARE INVS INC
COM
681936100
342
12130
SH
SOLE
0
0
12130
ORACLE CORP
COM
68389X105
925
13242
SH
SOLE
0
0
13242
OSHKOSH CORP
COM
688239201
1556
18941
SH
SOLE
0
0
18941
PAYCHEX INC
COM
704326107
1457
12799
SH
SOLE
0
0
12799
PEPSICO INC
COM
713448108
767
4603
SH
SOLE
0
0
4603
PRICE T ROWE GROUP INC
COM
74144T108
606
5338
SH
SOLE
0
0
5338
PROCTER AND GAMBLE CO
COM
742718109
452
3140
SH
SOLE
0
0
3140
PROLOGIS INC.
COM
74340W103
704
5987
SH
SOLE
0
0
5987
PROVIDENT FINL SVCS INC
COM
74386T105
220
9871
SH
SOLE
0
0
9871
PUBLIC STORAGE
COM
74460D109
1163
3719
SH
SOLE
0
0
3719
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1960
20390
SH
SOLE
0
0
20390
ROYAL BK CDA
COM
780087102
464
4787
SH
SOLE
0
0
4787
SALESFORCE INC
COM
79466L302
910
5517
SH
SOLE
0
0
5517
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2302
32198
SH
SOLE
0
0
32198
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2109
16448
SH
SOLE
0
0
16448
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1911
25963
SH
SOLE
0
0
25963
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1860
25775
SH
SOLE
0
0
25775
SKYWORKS SOLUTIONS INC
COM
83088M102
833
8997
SH
SOLE
0
0
8997
SPDR GOLD TR
GOLD SHS
78463V107
3992
23696
SH
SOLE
0
0
23696
SPDR S&P 500 ETF TR
TR UNIT
78462F103
13874
36776
SH
SOLE
0
0
36776
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
5303
12824
SH
SOLE
0
0
12824
SPDR SER TR
BBG CONV SEC ETF
78464A359
298
4619
SH
SOLE
0
0
4619
TESLA INC
COM
88160R101
242
360
SH
SOLE
0
0
360
THERMO FISHER SCIENTIFIC INC
COM
883556102
439
808
SH
SOLE
0
0
808
UNION PAC CORP
COM
907818108
1774
8320
SH
SOLE
0
0
8320
VANGUARD INDEX FDS
MID CAP ETF
922908629
245
1245
SH
SOLE
0
0
1245
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
230
1332
SH
SOLE
0
0
1332
VERTEX PHARMACEUTICALS INC
COM
92532F100
309
1098
SH
SOLE
0
0
1098
VISA INC
COM CL A
92826C839
1075
5459
SH
SOLE
0
0
5459
VMWARE INC
CL A COM
928563402
237
2081
SH
SOLE
0
0
2081
WASTE MGMT INC DEL
COM
94106L109
1758
11490
SH
SOLE
0
0
11490
WEC ENERGY GROUP INC
COM
92939U106
386
3832
SH
SOLE
0
0
3832
XCEL ENERGY INC
COM
98389B100
445
6288
SH
SOLE
0
0
6288
XTANT MED HLDGS INC
COM NEW
98420P308
21
40744
SH
SOLE
0
0
40744