Midwest Professional Planners
Latest statistics and disclosures from Midwest Professional Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SHV, NVDA, AVGO, JPM, and represent 23.42% of Midwest Professional Planners's stock portfolio.
- Added to shares of these 10 stocks: CWB, XLK, SPY, SDCI, IBTH, IBTG, TER, DFUS, SOFI, TSLA.
- Started 5 new stock positions in CWB, DFUS, SYM, XLK, SDCI.
- Reduced shares in these 10 stocks: SHV, EFA, NMFC, , NKE, MRVL, CRM, KMB, , CTAS.
- Sold out of its positions in CTAS, EXAS, KMB, MRVL, NMFC, ZTS.
- Midwest Professional Planners was a net buyer of stock by $5.2M.
- Midwest Professional Planners has $410M in assets under management (AUM), dropping by 7.93%.
- Central Index Key (CIK): 0001730575
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Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 148 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.3 | $42M | +8% | 63k | 666.18 |
|
| Ishares Tr Short Treas Bd (SHV) | 4.0 | $17M | -18% | 150k | 110.49 |
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| NVIDIA Corporation (NVDA) | 3.7 | $15M | 81k | 186.58 |
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| Broadcom (AVGO) | 3.4 | $14M | 43k | 329.91 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $7.9M | 25k | 315.43 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.8 | $7.3M | 61k | 119.51 |
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| Lam Research Corp Com New (LRCX) | 1.7 | $7.0M | 53k | 133.90 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $6.8M | -30% | 72k | 93.37 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.6 | $6.7M | +11% | 293k | 22.95 |
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| Microsoft Corporation (MSFT) | 1.6 | $6.6M | 13k | 517.97 |
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| Oracle Corporation (ORCL) | 1.6 | $6.5M | 23k | 281.24 |
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| Capital One Financial (COF) | 1.6 | $6.5M | 31k | 212.58 |
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| Eaton Corp SHS (ETN) | 1.6 | $6.4M | 17k | 374.26 |
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| Costco Wholesale Corporation (COST) | 1.6 | $6.4M | 6.9k | 925.57 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $5.9M | +4% | 58k | 100.25 |
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| Moody's Corporation (MCO) | 1.4 | $5.7M | 12k | 476.48 |
|
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| Raytheon Technologies Corp (RTX) | 1.3 | $5.4M | +2% | 32k | 167.33 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $5.4M | 14k | 378.93 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $5.3M | 82k | 65.26 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 1.3 | $5.3M | +3% | 227k | 23.36 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.2 | $5.1M | 96k | 53.40 |
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| Applied Materials (AMAT) | 1.2 | $5.1M | 25k | 204.74 |
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| Cummins (CMI) | 1.2 | $4.8M | 12k | 422.37 |
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| Goldman Sachs (GS) | 1.2 | $4.8M | +4% | 6.0k | 796.36 |
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| Meta Platforms Cl A (META) | 1.1 | $4.5M | 6.2k | 734.39 |
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| Boston Scientific Corporation (BSX) | 1.1 | $4.5M | 46k | 97.63 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $4.5M | 8.9k | 499.20 |
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| American Express Company (AXP) | 1.0 | $4.2M | 13k | 332.17 |
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| Apple (AAPL) | 1.0 | $4.1M | 16k | 254.63 |
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| Visa Com Cl A (V) | 1.0 | $4.0M | 12k | 341.38 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.9 | $3.8M | +27% | 169k | 22.52 |
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| Oshkosh Corporation (OSK) | 0.9 | $3.8M | +2% | 29k | 129.70 |
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| Main Street Capital Corporation (MAIN) | 0.9 | $3.6M | +2% | 56k | 63.59 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $3.5M | 6.2k | 568.77 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.8 | $3.5M | 71k | 48.47 |
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| Ishares Msci Emrg Chn (EMXC) | 0.8 | $3.5M | 51k | 67.51 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.8 | $3.5M | NEW | 38k | 90.50 |
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| Waste Management (WM) | 0.8 | $3.4M | 15k | 220.83 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $3.3M | -4% | 7.1k | 468.44 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $3.3M | 9.4k | 355.47 |
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| Union Pacific Corporation (UNP) | 0.8 | $3.3M | 14k | 236.38 |
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| Abbvie (ABBV) | 0.8 | $3.3M | 14k | 231.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.3M | -3% | 5.5k | 600.38 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $3.2M | NEW | 12k | 281.86 |
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| salesforce (CRM) | 0.8 | $3.2M | -9% | 14k | 237.00 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.8 | $3.2M | 22k | 142.41 |
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| Norfolk Southern (NSC) | 0.8 | $3.1M | +2% | 11k | 300.42 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.8 | $3.1M | 28k | 110.90 |
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| Select Sector Spdr Tr Financial (XLF) | 0.7 | $3.1M | 57k | 53.87 |
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| Blackrock (BLK) | 0.7 | $2.9M | 2.5k | 1165.64 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $2.9M | 4.7k | 609.34 |
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| Edwards Lifesciences (EW) | 0.7 | $2.9M | 37k | 77.77 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $2.7M | 23k | 118.83 |
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| Arista Networks Com Shs (ANET) | 0.6 | $2.6M | +2% | 18k | 145.71 |
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| Advanced Micro Devices (AMD) | 0.6 | $2.6M | +2% | 16k | 161.79 |
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| Paychex (PAYX) | 0.6 | $2.4M | 19k | 126.76 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $2.3M | 13k | 182.42 |
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| Hewlett Packard Enterprise (HPE) | 0.6 | $2.3M | 93k | 24.56 |
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| Analog Devices (ADI) | 0.6 | $2.3M | 9.2k | 245.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.2M | 9.1k | 243.55 |
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| Rbc Cad (RY) | 0.5 | $2.2M | 15k | 147.32 |
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| Cheniere Energy Com New (LNG) | 0.5 | $2.2M | 9.2k | 234.98 |
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| Amazon (AMZN) | 0.5 | $2.1M | 9.7k | 219.57 |
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| Epr Pptys Com Sh Ben Int (EPR) | 0.5 | $2.0M | 35k | 58.01 |
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| Public Storage (PSA) | 0.5 | $2.0M | 7.0k | 288.86 |
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| Abbott Laboratories (ABT) | 0.5 | $2.0M | 15k | 133.94 |
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| Sofi Technologies (SOFI) | 0.5 | $2.0M | +20% | 76k | 26.42 |
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| Arm Holdings Sponsored Ads (ARM) | 0.5 | $2.0M | 14k | 141.49 |
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| American Tower Reit (AMT) | 0.5 | $1.9M | 10k | 192.31 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $1.9M | 13k | 148.61 |
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| Amgen (AMGN) | 0.4 | $1.8M | 6.5k | 282.18 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.8M | 19k | 96.46 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.8M | 22k | 82.96 |
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| Omega Healthcare Investors (OHI) | 0.4 | $1.8M | 42k | 42.22 |
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| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.4 | $1.6M | NEW | 71k | 23.00 |
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| Nxp Semiconductors N V (NXPI) | 0.4 | $1.6M | 7.1k | 227.73 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.4 | $1.6M | 893.00 | 1789.18 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | 14k | 112.75 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $1.5M | 24k | 62.71 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $1.4M | 25k | 57.10 |
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| Ares Capital Corporation (ARCC) | 0.3 | $1.4M | +2% | 68k | 20.41 |
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| Micron Technology (MU) | 0.3 | $1.4M | 8.2k | 167.32 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.4M | +2% | 3.5k | 391.64 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.3 | $1.4M | +19% | 61k | 22.39 |
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| Arbor Realty Trust (ABR) | 0.3 | $1.2M | -2% | 101k | 12.21 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.2M | 2.7k | 447.23 |
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| Electronic Arts (EA) | 0.3 | $1.2M | 6.1k | 201.70 |
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| Chevron Corporation (CVX) | 0.3 | $1.2M | 7.9k | 155.29 |
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| Cadence Design Systems (CDNS) | 0.3 | $1.2M | 3.4k | 351.26 |
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| Oge Energy Corp (OGE) | 0.3 | $1.2M | 25k | 46.27 |
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| Torm Shs Cl A (TRMD) | 0.3 | $1.1M | +3% | 55k | 20.62 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.1M | +3% | 4.0k | 279.31 |
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| Teradyne (TER) | 0.3 | $1.1M | +162% | 7.8k | 137.64 |
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| Cisco Systems (CSCO) | 0.3 | $1.0M | +3% | 15k | 68.42 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.3 | $1.0M | 42k | 24.80 |
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| White Mountains Insurance Gp (WTM) | 0.3 | $1.0M | 622.00 | 1671.52 |
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| Xcel Energy (XEL) | 0.3 | $1.0M | 13k | 80.65 |
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| Permian Resources Corp Class A Com (PR) | 0.2 | $914k | 71k | 12.80 |
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| Synopsys (SNPS) | 0.2 | $843k | 1.7k | 493.39 |
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| Boston Properties (BXP) | 0.2 | $835k | 11k | 74.34 |
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| Cnx Resources Corporation (CNX) | 0.2 | $829k | 26k | 32.12 |
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| Dell Technologies CL C (DELL) | 0.2 | $807k | 5.7k | 141.78 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $798k | 3.1k | 253.93 |
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| T. Rowe Price (TROW) | 0.2 | $770k | 7.5k | 102.64 |
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| American Electric Power Company (AEP) | 0.2 | $744k | +2% | 6.6k | 112.50 |
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| Deere & Company (DE) | 0.2 | $734k | 1.6k | 457.20 |
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| Tc Energy Corp (TRP) | 0.2 | $723k | 13k | 54.41 |
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| Tesla Motors (TSLA) | 0.2 | $723k | +74% | 1.6k | 444.72 |
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| Monster Beverage Corp (MNST) | 0.2 | $710k | +2% | 11k | 67.31 |
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| Nike CL B (NKE) | 0.2 | $710k | -35% | 10k | 69.73 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $708k | 2.4k | 297.16 |
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| PNC Financial Services (PNC) | 0.2 | $691k | 3.4k | 200.93 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $682k | 17k | 40.46 |
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| Paypal Holdings (PYPL) | 0.2 | $681k | 10k | 67.06 |
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| Dominion Resources (D) | 0.2 | $667k | 11k | 61.17 |
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| Manhattan Associates (MANH) | 0.1 | $586k | 2.9k | 204.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $541k | -2% | 2.2k | 243.11 |
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| Prologis (PLD) | 0.1 | $494k | 4.3k | 114.51 |
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| Universal Health Rlty Income Sh Ben Int (UHT) | 0.1 | $493k | 13k | 39.17 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $485k | 2.6k | 183.72 |
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| Datadog Cl A Com (DDOG) | 0.1 | $485k | 3.4k | 142.40 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $474k | +36% | 22k | 21.95 |
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| EOG Resources (EOG) | 0.1 | $474k | 4.2k | 112.12 |
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| Pepsi (PEP) | 0.1 | $473k | 3.4k | 140.43 |
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| Procter & Gamble Company (PG) | 0.1 | $440k | 2.9k | 153.65 |
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| Badger Meter (BMI) | 0.1 | $423k | 2.4k | 178.58 |
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| Netflix (NFLX) | 0.1 | $409k | -3% | 341.00 | 1198.92 |
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| Eversource Energy (ES) | 0.1 | $401k | -2% | 5.6k | 71.15 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $387k | 9.9k | 39.19 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $385k | 793.00 | 485.20 |
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| Biontech Se Sponsored Ads (BNTX) | 0.1 | $382k | 3.9k | 98.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $376k | 748.00 | 502.74 |
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| Genuine Parts Company (GPC) | 0.1 | $373k | 2.7k | 138.61 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $354k | -4% | 5.1k | 68.80 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $350k | NEW | 4.8k | 72.44 |
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| Kla Corp Com New (KLAC) | 0.1 | $314k | -3% | 291.00 | 1078.81 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $313k | -5% | 1.1k | 293.74 |
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| Manulife Finl Corp (MFC) | 0.1 | $312k | 10k | 31.15 |
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| International Seaways (INSW) | 0.1 | $304k | 6.6k | 46.08 |
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| Provident Financial Services (PFS) | 0.1 | $292k | 15k | 19.28 |
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| Canadian Natl Ry (CNI) | 0.1 | $289k | 3.1k | 94.30 |
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| Wec Energy Group (WEC) | 0.1 | $282k | 2.5k | 114.59 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $276k | 895.00 | 307.86 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $263k | 5.6k | 47.25 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $252k | +11% | 2.4k | 103.00 |
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| Symbotic Class A Com (SYM) | 0.1 | $227k | NEW | 4.2k | 53.90 |
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| MercadoLibre (MELI) | 0.0 | $203k | -3% | 87.00 | 2336.94 |
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| Niagen Bioscience Com New (NAGE) | 0.0 | $196k | 21k | 9.33 |
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Past Filings by Midwest Professional Planners
SEC 13F filings are viewable for Midwest Professional Planners going back to 2017
- Midwest Professional Planners 2025 Q3 filed Nov. 4, 2025
- Midwest Professional Planners 2025 Q2 filed Aug. 11, 2025
- Midwest Professional Planners 2025 Q1 filed May 2, 2025
- Midwest Professional Planners 2024 Q4 filed Feb. 10, 2025
- Midwest Professional Planners 2024 Q3 filed Nov. 14, 2024
- Midwest Professional Planners 2024 Q2 filed Aug. 6, 2024
- Midwest Professional Planners 2024 Q1 filed May 9, 2024
- Midwest Professional Planners 2023 Q4 filed Feb. 15, 2024
- Midwest Professional Planners 2023 Q3 filed Nov. 13, 2023
- Midwest Professional Planners 2023 Q2 filed Aug. 7, 2023
- Midwest Professional Planners 2023 Q1 filed May 15, 2023
- Midwest Professional Planners 2022 Q4 filed Feb. 10, 2023
- Midwest Professional Planners 2022 Q3 filed Nov. 10, 2022
- Midwest Professional Planners 2022 Q2 filed Aug. 9, 2022
- Midwest Professional Planners 2022 Q1 filed May 11, 2022
- Midwest Professional Planners 2021 Q4 filed Feb. 10, 2022