0001104659-23-116701.txt : 20231113 0001104659-23-116701.hdr.sgml : 20231113 20231113074008 ACCESSION NUMBER: 0001104659-23-116701 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231395145 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 X0202 13F-HR LIVE false false false 0001730575 XXXXXXXX 09-30-2023 09-30-2023 false Midwest Professional Planners, LTD.

2610 Stewart Ave Suite 100 Wausau WI 54401

13F HOLDINGS REPORT 028-18384 N Gery Sadzewicz 815-782-1250 /s/ Gery Sadzewicz Wasau WI 11-09-2023 0 125 222363285 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 905170 9346 SH SOLE 0 0 9346 ABBVIE INC COM 00287Y109 2853621 19144 SH SOLE 0 0 19144 ADOBE INC COM 00724F101 467068 916 SH SOLE 0 0 916 ADVANCED MICRO DEVICES INC COM 007903107 1527022 14851 SH SOLE 0 0 14851 ALIGN TECHNOLOGY INC COM 016255101 336157 1101 SH SOLE 0 0 1101 ALPHABET INC CAP STK CL C 02079K107 547046 4149 SH SOLE 0 0 4149 ALPHABET INC CAP STK CL A 02079K305 485883 3713 SH SOLE 0 0 3713 AMAZON COM INC COM 023135106 879162 6916 SH SOLE 0 0 6916 AMERICAN ELEC PWR CO INC COM 025537101 294483 3915 SH SOLE 0 0 3915 AMERICAN EXPRESS CO COM 025816109 358614 2404 SH SOLE 0 0 2404 AMERICAN TOWER CORP NEW COM 03027X100 1178879 7169 SH SOLE 0 0 7169 AMGEN INC COM 031162100 2059145 7662 SH SOLE 0 0 7662 ANALOG DEVICES INC COM 032654105 1412748 8069 SH SOLE 0 0 8069 APPLE INC COM 037833100 3844814 22457 SH SOLE 0 0 22457 APPLIED MATLS INC COM 038222105 3948555 28520 SH SOLE 0 0 28520 ARISTA NETWORKS INC COM 040413106 262100 1425 SH SOLE 0 0 1425 BADGER METER INC COM 056525108 340684 2368 SH SOLE 0 0 2368 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 393387 1123 SH SOLE 0 0 1123 BIONTECH SE SPONSORED ADS 09075V102 306532 2822 SH SOLE 0 0 2822 BLACKROCK INC COM 09247X101 956415 1479 SH SOLE 0 0 1479 BOSTON PROPERTIES INC COM 101121101 204662 3441 SH SOLE 0 0 3441 BOSTON SCIENTIFIC CORP COM 101137107 2394807 45356 SH SOLE 0 0 45356 BROADCOM INC COM 11135F101 3351510 4035 SH SOLE 0 0 4035 CAPITAL ONE FINL CORP COM 14040H105 1081939 11148 SH SOLE 0 0 11148 CHENIERE ENERGY INC COM NEW 16411R208 1248604 7524 SH SOLE 0 0 7524 CHEVRON CORP NEW COM 166764100 1918408 11377 SH SOLE 0 0 11377 CHROMADEX CORP COM NEW 171077407 30587 20950 SH SOLE 0 0 20950 CISCO SYS INC COM 17275R102 650191 12094 SH SOLE 0 0 12094 COMCAST CORP NEW CL A 20030N101 823093 18563 SH SOLE 0 0 18563 CORTEVA INC COM 22052L104 321495 6284 SH SOLE 0 0 6284 COSTCO WHSL CORP NEW COM 22160K105 3597698 6368 SH SOLE 0 0 6368 CUMMINS INC COM 231021106 1671013 7314 SH SOLE 0 0 7314 DATADOG INC CL A COM 23804L103 200945 2206 SH SOLE 0 0 2206 DEERE &CO COM 244199105 230451 611 SH SOLE 0 0 611 DISCOVER FINL SVCS COM 254709108 258489 2984 SH SOLE 0 0 2984 DOMINION ENERGY INC COM 25746U109 289609 6483 SH SOLE 0 0 6483 EATON CORP PLC SHS G29183103 3406638 15973 SH SOLE 0 0 15973 EDWARDS LIFESCIENCES CORP COM 28176E108 2140607 30898 SH SOLE 0 0 30898 ELECTRONIC ARTS INC COM 285512109 735030 6105 SH SOLE 0 0 6105 ELI LILLY &CO COM 532457108 304553 567 SH SOLE 0 0 567 EOG RES INC COM 26875P101 522797 4124 SH SOLE 0 0 4124 EPR PPTYS COM SH BEN INT 26884U109 902592 21728 SH SOLE 0 0 21728 EVERSOURCE ENERGY COM 30040W108 323610 5565 SH SOLE 0 0 5565 EXXON MOBIL CORP COM 30231G102 1711058 14552 SH SOLE 0 0 14552 FISERV INC COM 337738108 1583697 14020 SH SOLE 0 0 14020 GENUINE PARTS CO COM 372460105 1275341 8833 SH SOLE 0 0 8833 GOLDMAN SACHS GROUP INC COM 38141G104 868931 2685 SH SOLE 0 0 2685 HEALTHPEAK PROPERTIES INC COM 42250P103 249963 13615 SH SOLE 0 0 13615 HEWLETT PACKARD ENTERPRISE C COM 42824C109 755254 43480 SH SOLE 0 0 43480 INTEL CORP COM 458140100 1489740 41905 SH SOLE 0 0 41905 INTUITIVE SURGICAL INC COM NEW 46120E602 574642 1966 SH SOLE 0 0 1966 INVESCO QQQ TR UNIT SER 1 46090E103 2682810 7488 SH SOLE 0 0 7488 IONIS PHARMACEUTICALS INC COM 462222100 354942 7825 SH SOLE 0 0 7825 ISHARES INC MSCI EMRG CHN 46434G764 2645748 53095 SH SOLE 0 0 53095 ISHARES TR CORE US AGGBD ET 464287226 9365822 99594 SH SOLE 0 0 99594 ISHARES TR CORE S&P MCP ETF 464287507 4501469 18053 SH SOLE 0 0 18053 ISHARES TR MSCI EAFE ETF 464287465 4245623 61602 SH SOLE 0 0 61602 ISHARES TR RUSSELL 3000 ETF 464287689 4065580 16590 SH SOLE 0 0 16590 ISHARES TR 1 3 YR TREAS BD 464287457 3696045 45647 SH SOLE 0 0 45647 ISHARES TR RUS 1000 GRW ETF 464287614 2862756 10763 SH SOLE 0 0 10763 ISHARES TR NORTH AMERN NAT 464287374 2812399 67622 SH SOLE 0 0 67622 ISHARES TR CORE S&P SCP ETF 464287804 2266880 24031 SH SOLE 0 0 24031 ISHARES TR 3 7 YR TREAS BD 464288661 1698888 15013 SH SOLE 0 0 15013 ISHARES TR 7-10 YR TRSY BD 464287440 1479608 16155 SH SOLE 0 0 16155 ISHARES TR IBOXX HI YD ETF 464288513 1396445 18943 SH SOLE 0 0 18943 ISHARES TR FLTG RATE NT ETF 46429B655 935235 18378 SH SOLE 0 0 18378 ISHARES TR ISHARES BIOTECH 464287556 879632 7193 SH SOLE 0 0 7193 ISHARES TR IBOXX INV CP ETF 464287242 868656 8515 SH SOLE 0 0 8515 ISHARES TR MSCI EMG MKT ETF 464287234 825503 21752 SH SOLE 0 0 21752 ISHARES TR SHORT TREAS BD 464288679 580409 5254 SH SOLE 0 0 5254 ISHARES TR CORE INTL AGGR 46435G672 553399 11345 SH SOLE 0 0 11345 ISHARES TR NATIONAL MUN ETF 464288414 472094 4604 SH SOLE 0 0 4604 JPMORGAN CHASE &CO COM 46625H100 3631647 25042 SH SOLE 0 0 25042 KIMBERLY-CLARK CORP COM 494368103 830665 6874 SH SOLE 0 0 6874 KIMCO RLTY CORP COM 49446R109 252437 14351 SH SOLE 0 0 14351 LAM RESEARCH CORP COM 512807108 3453130 5509 SH SOLE 0 0 5509 LOCKHEED MARTIN CORP COM 539830109 2986017 7301 SH SOLE 0 0 7301 MASTERCARD INCORPORATED CL A 57636Q104 260516 658 SH SOLE 0 0 658 META PLATFORMS INC CL A 30303M102 1069948 3564 SH SOLE 0 0 3564 MICRON TECHNOLOGY INC COM 595112103 342869 5040 SH SOLE 0 0 5040 MICROSOFT CORP COM 594918104 2599292 8232 SH SOLE 0 0 8232 MOODYS CORP COM 615369105 4397457 13909 SH SOLE 0 0 13909 NIKE INC CL B 654106103 1634024 17089 SH SOLE 0 0 17089 NORFOLK SOUTHN CORP COM 655844108 703840 3574 SH SOLE 0 0 3574 NORTHROP GRUMMAN CORP COM 666807102 2386042 5420 SH SOLE 0 0 5420 NVIDIA CORPORATION COM 67066G104 6900401 15863 SH SOLE 0 0 15863 NXP SEMICONDUCTORS N V COM N6596X109 1394431 6975 SH SOLE 0 0 6975 OGE ENERGY CORP COM 670837103 905453 27166 SH SOLE 0 0 27166 OMEGA HEALTHCARE INVS INC COM 681936100 678795 20470 SH SOLE 0 0 20470 ORACLE CORP COM 68389X105 1889323 17837 SH SOLE 0 0 17837 OSHKOSH CORP COM 688239201 2251571 23594 SH SOLE 0 0 23594 PALANTIR TECHNOLOGIES INC CL A 69608A108 303888 18993 SH SOLE 0 0 18993 PAYCHEX INC COM 704326107 1637165 14195 SH SOLE 0 0 14195 PEAKSTONE REALTY TRUST COMMON SHARES 39818P799 173638 10435 SH SOLE 0 0 10435 PEPSICO INC COM 713448108 1394558 8230 SH SOLE 0 0 8230 PRICE T ROWE GROUP INC COM 74144T108 788744 7521 SH SOLE 0 0 7521 PROCTER AND GAMBLE CO COM 742718109 386008 2646 SH SOLE 0 0 2646 PROLOGIS INC. COM 74340W103 772080 6881 SH SOLE 0 0 6881 PUBLIC STORAGE COM 74460D109 1419853 5388 SH SOLE 0 0 5388 RENAISSANCERE HLDGS LTD COM G7496G103 371471 1877 SH SOLE 0 0 1877 ROYAL BK CDA COM 780087102 779935 8920 SH SOLE 0 0 8920 RTX CORPORATION COM 75513E101 420532 5843 SH SOLE 0 0 5843 SALESFORCE INC COM 79466L302 2106408 10388 SH SOLE 0 0 10388 SELECT SECTOR SPDR TR ENERGY 81369Y506 2915870 32259 SH SOLE 0 0 32259 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2753299 21387 SH SOLE 0 0 21387 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1816545 11081 SH SOLE 0 0 11081 SKYWORKS SOLUTIONS INC COM 83088M102 1346110 13654 SH SOLE 0 0 13654 SPDR S&P 500 ETF TR TR UNIT 78462F103 44319080 103675 SH SOLE 0 0 103675 SPDR SER TR BBG CONV SEC ETF 78464A359 1243485 18340 SH SOLE 0 0 18340 TESLA INC COM 88160R101 581011 2322 SH SOLE 0 0 2322 TEXAS INSTRS INC COM 882508104 241314 1518 SH SOLE 0 0 1518 THERMO FISHER SCIENTIFIC INC COM 883556102 577606 1141 SH SOLE 0 0 1141 UNION PAC CORP COM 907818108 2241657 11008 SH SOLE 0 0 11008 UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105 292030 7223 SH SOLE 0 0 7223 VANGUARD INDEX FDS MID CAP ETF 922908629 259259 1245 SH SOLE 0 0 1245 VANGUARD INDEX FDS LARGE CAP ETF 922908637 221130 1130 SH SOLE 0 0 1130 VERTEX PHARMACEUTICALS INC COM 92532F100 879782 2530 SH SOLE 0 0 2530 VISA INC COM CL A 92826C839 1639010 7126 SH SOLE 0 0 7126 VMWARE INC CL A COM 928563402 593501 3565 SH SOLE 0 0 3565 WASTE MGMT INC DEL COM 94106L109 2345771 15388 SH SOLE 0 0 15388 WEC ENERGY GROUP INC COM 92939U106 245194 3044 SH SOLE 0 0 3044 WESTLAKE CORPORATION COM 960413102 222547 1785 SH SOLE 0 0 1785 XCEL ENERGY INC COM 98389B100 456762 7983 SH SOLE 0 0 7983 XTANT MED HLDGS INC COM NEW 98420P308 39318 35744 SH SOLE 0 0 35744 ZOETIS INC CL A 98978V103 345484 1986 SH SOLE 0 0 1986