Chief Compliance Officer

0001104659-24-059176.txt : 20240509 0001104659-24-059176.hdr.sgml : 20240509 20240509102450 ACCESSION NUMBER: 0001104659-24-059176 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Midwest Professional Planners, LTD. CENTRAL INDEX KEY: 0001730575 ORGANIZATION NAME: 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: 24929116 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 03-31-2024 03-31-2024 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 05-08-2024 0 147 285056323 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1063720 9359 SH SOLE 0 0 9359 ABBVIE INC COM 00287Y109 3223216 17700 SH SOLE 0 0 17700 ADOBE INC COM 00724F101 483407 958 SH SOLE 0 0 958 ADVANCED MICRO DEVICES INC COM 007903107 3903542 21627 SH SOLE 0 0 21627 ALIGN TECHNOLOGY INC COM 016255101 344972 1052 SH SOLE 0 0 1052 ALPHABET INC CAP STK CL C 02079K107 1178036 7737 SH SOLE 0 0 7737 ALPHABET INC CAP STK CL A 02079K305 844906 5598 SH SOLE 0 0 5598 AMAZON COM INC COM 023135106 1249673 6928 SH SOLE 0 0 6928 AMERICAN ELEC PWR CO INC COM 025537101 396930 4610 SH SOLE 0 0 4610 AMERICAN EXPRESS CO COM 025816109 2011680 8835 SH SOLE 0 0 8835 AMERICAN TOWER CORP NEW COM 03027X100 1836223 9293 SH SOLE 0 0 9293 AMGEN INC COM 031162100 2299553 8088 SH SOLE 0 0 8088 ANALOG DEVICES INC COM 032654105 1815770 9180 SH SOLE 0 0 9180 APA CORPORATION COM 03743Q108 851708 24773 SH SOLE 0 0 24773 APPLE INC COM 037833100 3283157 19146 SH SOLE 0 0 19146 APPLIED MATLS INC COM 038222105 4765530 23108 SH SOLE 0 0 23108 ARBOR REALTY TRUST INC COM 038923108 508641 38388 SH SOLE 0 0 38388 ARES CAPITAL CORP COM 04010L103 1487985 71469 SH SOLE 0 0 71469 ARISTA NETWORKS INC COM 040413106 616208 2125 SH SOLE 0 0 2125 ARM HOLDINGS PLC SPONSORED ADR 042068205 1348892 10792 SH SOLE 0 0 10792 BADGER METER INC COM 056525108 383166 2368 SH SOLE 0 0 2368 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 468459 1114 SH SOLE 0 0 1114 BIONTECH SE SPONSORED ADS 09075V102 293036 3177 SH SOLE 0 0 3177 BLACKROCK INC COM 09247X101 1376293 1651 SH SOLE 0 0 1651 BOEING CO COM 097023105 264396 1370 SH SOLE 0 0 1370 BOSTON PROPERTIES INC COM 101121101 551326 8442 SH SOLE 0 0 8442 BOSTON SCIENTIFIC CORP COM 101137107 3063842 44734 SH SOLE 0 0 44734 BROADCOM INC COM 11135F101 5744459 4334 SH SOLE 0 0 4334 CAPITAL ONE FINL CORP COM 14040H105 2641671 17742 SH SOLE 0 0 17742 CHENIERE ENERGY INC COM NEW 16411R208 1289297 7994 SH SOLE 0 0 7994 CHEVRON CORP NEW COM 166764100 1886332 11958 SH SOLE 0 0 11958 CHROMADEX CORP COM NEW 171077407 72906 20950 SH SOLE 0 0 20950 CISCO SYS INC COM 17275R102 868943 17410 SH SOLE 0 0 17410 CNX RES CORP COM 12653C108 221806 9351 SH SOLE 0 0 9351 COMCAST CORP NEW CL A 20030N101 305824 7055 SH SOLE 0 0 7055 CORTEVA INC COM 22052L104 232637 4034 SH SOLE 0 0 4034 COSTCO WHSL CORP NEW COM 22160K105 4714950 6436 SH SOLE 0 0 6436 CUMMINS INC COM 231021106 2647754 8986 SH SOLE 0 0 8986 DATADOG INC CL A COM 23804L103 334585 2707 SH SOLE 0 0 2707 DEERE &CO COM 244199105 309614 754 SH SOLE 0 0 754 DISCOVER FINL SVCS COM 254709108 1080641 8244 SH SOLE 0 0 8244 DOMINION ENERGY INC COM 25746U109 576120 11712 SH SOLE 0 0 11712 EATON CORP PLC SHS G29183103 4921477 15740 SH SOLE 0 0 15740 EDWARDS LIFESCIENCES CORP COM 28176E108 3022610 31630 SH SOLE 0 0 31630 ELECTRONIC ARTS INC COM 285512109 894922 6745 SH SOLE 0 0 6745 EOG RES INC COM 26875P101 838484 6559 SH SOLE 0 0 6559 EPR PPTYS COM SH BEN INT 26884U109 1292255 30442 SH SOLE 0 0 30442 EVERSOURCE ENERGY COM 30040W108 342597 5732 SH SOLE 0 0 5732 EXACT SCIENCES CORP COM 30063P105 213257 3088 SH SOLE 0 0 3088 EXXON MOBIL CORP COM 30231G102 1774927 15270 SH SOLE 0 0 15270 FIRST CTZNS BANCSHARES INC N CL A 31946M103 611493 374 SH SOLE 0 0 374 FISERV INC COM 337738108 1849348 11571 SH SOLE 0 0 11571 GENUINE PARTS CO COM 372460105 1661317 10723 SH SOLE 0 0 10723 GOLDMAN SACHS GROUP INC COM 38141G104 1650963 3953 SH SOLE 0 0 3953 HEWLETT PACKARD ENTERPRISE C COM 42824C109 912687 51477 SH SOLE 0 0 51477 INTEL CORP COM 458140100 2049559 46402 SH SOLE 0 0 46402 INTERNATIONAL SEAWAYS INC COM Y41053102 392244 7373 SH SOLE 0 0 7373 INTUITIVE SURGICAL INC COM NEW 46120E602 920701 2307 SH SOLE 0 0 2307 IONIS PHARMACEUTICALS INC COM 462222100 421189 9716 SH SOLE 0 0 9716 ISHARES INC MSCI EMRG CHN 46434G764 2886133 50133 SH SOLE 0 0 50133 ISHARES TR CORE US AGGBD ET 464287226 7605656 77656 SH SOLE 0 0 77656 ISHARES TR MSCI EAFE ETF 464287465 6649120 83260 SH SOLE 0 0 83260 ISHARES TR CORE S&P MCP ETF 464287507 5286671 87038 SH SOLE 0 0 87038 ISHARES TR RUSSELL 3000 ETF 464287689 4110022 13696 SH SOLE 0 0 13696 ISHARES TR MSCI EMG MKT ETF 464287234 3704333 90174 SH SOLE 0 0 90174 ISHARES TR 3 7 YR TREAS BD 464288661 2998771 25894 SH SOLE 0 0 25894 ISHARES TR RUS 1000 GRW ETF 464287614 2748039 8153 SH SOLE 0 0 8153 ISHARES TR RUS MD CP GR ETF 464287481 2711673 23757 SH SOLE 0 0 23757 ISHARES TR RUS 2000 GRW ETF 464287648 2659105 9819 SH SOLE 0 0 9819 ISHARES TR SHORT TREAS BD 464288679 2619356 23696 SH SOLE 0 0 23696 ISHARES TR CORE S&P SCP ETF 464287804 2511424 22724 SH SOLE 0 0 22724 ISHARES TR 1 3 YR TREAS BD 464287457 1559617 19071 SH SOLE 0 0 19071 ISHARES TR 7-10 YR TRSY BD 464287440 1441790 15231 SH SOLE 0 0 15231 ISHARES TR IBONDS 25 TRM TS 46436E866 911266 39228 SH SOLE 0 0 39228 ISHARES TR FLTG RATE NT ETF 46429B655 843209 16514 SH SOLE 0 0 16514 ISHARES TR IBOXX INV CP ETF 464287242 821449 7542 SH SOLE 0 0 7542 ISHARES TR CORE INTL AGGR 46435G672 505297 10116 SH SOLE 0 0 10116 ISHARES TR NATIONAL MUN ETF 464288414 423298 3934 SH SOLE 0 0 3934 ISHARES TR IBOXX HI YD ETF 464288513 422425 5435 SH SOLE 0 0 5435 ISHARES TR IBONDS 24 TRM TS 46436E874 391874 16369 SH SOLE 0 0 16369 ISHARES TR IBONDS 26 TRM TS 46436E858 223285 9832 SH SOLE 0 0 9832 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1443913 24955 SH SOLE 0 0 24955 JPMORGAN CHASE &CO COM 46625H100 5094222 25433 SH SOLE 0 0 25433 KIMBERLY-CLARK CORP COM 494368103 585793 4529 SH SOLE 0 0 4529 LAM RESEARCH CORP COM 512807108 4661432 4798 SH SOLE 0 0 4798 LOCKHEED MARTIN CORP COM 539830109 3736334 8214 SH SOLE 0 0 8214 MAIN STR CAP CORP COM 56035L104 581041 12282 SH SOLE 0 0 12282 MARATHON PETE CORP COM 56585A102 616289 3059 SH SOLE 0 0 3059 MASTERCARD INCORPORATED CL A 57636Q104 1237664 2570 SH SOLE 0 0 2570 META PLATFORMS INC CL A 30303M102 2135659 4398 SH SOLE 0 0 4398 MICROCHIP TECHNOLOGY INC. COM 595017104 992751 11066 SH SOLE 0 0 11066 MICRON TECHNOLOGY INC COM 595112103 805699 6834 SH SOLE 0 0 6834 MICROSOFT CORP COM 594918104 4948732 11763 SH SOLE 0 0 11763 MONSTER BEVERAGE CORP NEW COM 61174X109 330960 5583 SH SOLE 0 0 5583 MOODYS CORP COM 615369105 4462092 11353 SH SOLE 0 0 11353 NEW MTN FIN CORP COM 647551100 1378881 108830 SH SOLE 0 0 108830 NIKE INC CL B 654106103 1099823 11703 SH SOLE 0 0 11703 NORFOLK SOUTHN CORP COM 655844108 1844859 7238 SH SOLE 0 0 7238 NORTHERN OIL &GAS INC COM 665531307 974422 24557 SH SOLE 0 0 24557 NORTHROP GRUMMAN CORP COM 666807102 2222638 4643 SH SOLE 0 0 4643 NVIDIA CORPORATION COM 67066G104 10117087 11197 SH SOLE 0 0 11197 NXP SEMICONDUCTORS N V COM N6596X109 2332166 9413 SH SOLE 0 0 9413 OCCIDENTAL PETE CORP COM 674599105 585885 9015 SH SOLE 0 0 9015 OGE ENERGY CORP COM 670837103 1256358 36629 SH SOLE 0 0 36629 OMEGA HEALTHCARE INVS INC COM 681936100 924681 29197 SH SOLE 0 0 29197 ORACLE CORP COM 68389X105 2175998 17323 SH SOLE 0 0 17323 OSHKOSH CORP COM 688239201 2795223 22414 SH SOLE 0 0 22414 PALANTIR TECHNOLOGIES INC CL A 69608A108 505852 21984 SH SOLE 0 0 21984 PAYCHEX INC COM 704326107 1644292 13390 SH SOLE 0 0 13390 PEPSICO INC COM 713448108 1383882 7907 SH SOLE 0 0 7907 PERMIAN RESOURCES CORP CLASS A COM 71424F105 1048033 59345 SH SOLE 0 0 59345 PNC FINL SVCS GROUP INC COM 693475105 502702 3111 SH SOLE 0 0 3111 PRICE T ROWE GROUP INC COM 74144T108 1731139 14199 SH SOLE 0 0 14199 PROCTER AND GAMBLE CO COM 742718109 456720 2815 SH SOLE 0 0 2815 PROLOGIS INC. COM 74340W103 896165 6882 SH SOLE 0 0 6882 PROVIDENT FINL SVCS INC COM 74386T105 225959 15509 SH SOLE 0 0 15509 PUBLIC STORAGE COM 74460D109 1760309 6069 SH SOLE 0 0 6069 RENAISSANCERE HLDGS LTD COM G7496G103 534245 2273 SH SOLE 0 0 2273 ROYAL BK CDA COM 780087102 682868 6769 SH SOLE 0 0 6769 RTX CORPORATION COM 75513E101 583781 5986 SH SOLE 0 0 5986 SALESFORCE INC COM 79466L302 4039661 13413 SH SOLE 0 0 13413 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2797134 66409 SH SOLE 0 0 66409 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2737595 35851 SH SOLE 0 0 35851 SHOCKWAVE MED INC COM 82489T104 284926 875 SH SOLE 0 0 875 SHOPIFY INC CL A 82509L107 373657 4842 SH SOLE 0 0 4842 SKYWORKS SOLUTIONS INC COM 83088M102 1397312 12900 SH SOLE 0 0 12900 SPDR S&P 500 ETF TR TR UNIT 78462F103 43686581 83520 SH SOLE 0 0 83520 SPDR SER TR BBG CONV SEC ETF 78464A359 1170194 16021 SH SOLE 0 0 16021 TESLA INC COM 88160R101 400977 2281 SH SOLE 0 0 2281 TEXAS INSTRS INC COM 882508104 376230 2160 SH SOLE 0 0 2160 THERMO FISHER SCIENTIFIC INC COM 883556102 408108 702 SH SOLE 0 0 702 TORM PLC SHS CL A G89479102 1437249 41123 SH SOLE 0 0 41123 UNION PAC CORP COM 907818108 3112783 12657 SH SOLE 0 0 12657 UNITEDHEALTH GROUP INC COM 91324P102 209753 424 SH SOLE 0 0 424 UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105 338065 9209 SH SOLE 0 0 9209 VALERO ENERGY CORP COM 91913Y100 1014648 5944 SH SOLE 0 0 5944 VALVOLINE INC COM 92047W101 309093 6935 SH SOLE 0 0 6935 VANGUARD INDEX FDS MID CAP ETF 922908629 295335 1182 SH SOLE 0 0 1182 VANGUARD INDEX FDS LARGE CAP ETF 922908637 248391 1036 SH SOLE 0 0 1036 VERTEX PHARMACEUTICALS INC COM 92532F100 1278693 3059 SH SOLE 0 0 3059 VISA INC COM CL A 92826C839 2535773 9086 SH SOLE 0 0 9086 WASTE MGMT INC DEL COM 94106L109 3141811 14740 SH SOLE 0 0 14740 WEC ENERGY GROUP INC COM 92939U106 212691 2590 SH SOLE 0 0 2590 WESTLAKE CORPORATION COM 960413102 336550 2203 SH SOLE 0 0 2203 XCEL ENERGY INC COM 98389B100 518922 9654 SH SOLE 0 0 9654 XTANT MED HLDGS INC COM NEW 98420P308 41820 35744 SH SOLE 0 0 35744 ZOETIS INC CL A 98978V103 410173 2424 SH SOLE 0 0 2424