Midwest Professional Planners
Latest statistics and disclosures from Midwest Professional Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, AVGO, COST, JPM, and represent 23.12% of Midwest Professional Planners's stock portfolio.
- Added to shares of these 10 stocks: LRCX, XLF, IWO, BLK, IJR, Arista Networks, IBTF, DBA, IBTG, DBP.
- Started 18 new stock positions in ZBRA, TRP, IWO, PBA, MFC, MRVL, TER, Arista Networks, IBTI, AMAL. BLK, IBKR, MANH, SOFI, DBA, XLF, LRCX, DBP.
- Reduced shares in these 10 stocks: SPY (-$8.0M), Lam Research Corporation, CWB, , NVDA, ANET, , Ishares Ibonds Dec 2024 Term T, , ARCC.
- Sold out of its positions in ADBE, ALGN, APA, ANET, BlackRock, CTAS, CTVA, INTC, IONS, Ishares Ibonds Dec 2024 Term T. KLAC, Lam Research Corporation, MPC, MCHP, SWKS, UNH, VLO, VVV, WLK, XTNT.
- Midwest Professional Planners was a net buyer of stock by $3.7M.
- Midwest Professional Planners has $335M in assets under management (AUM), dropping by 2.38%.
- Central Index Key (CIK): 0001730575
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Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 152 positions in its portfolio as reported in the December 2024 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) | 12.1 | $41M | -16% | 69k | 586.08 |
|
| NVIDIA Corporation (NVDA) | 3.9 | $13M | -10% | 96k | 134.29 |
|
| Broadcom (AVGO) | 3.4 | $11M | +3% | 49k | 231.84 |
|
| Costco Wholesale Corporation (COST) | 1.9 | $6.4M | +2% | 7.0k | 916.29 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $6.2M | 26k | 239.71 |
|
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| Apple (AAPL) | 1.8 | $6.0M | -7% | 24k | 250.42 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.7 | $5.8M | 51k | 115.55 |
|
|
| Microsoft Corporation (MSFT) | 1.7 | $5.8M | +3% | 14k | 421.51 |
|
| Moody's Corporation (MCO) | 1.7 | $5.8M | 12k | 473.35 |
|
|
| Eaton Corp SHS (ETN) | 1.7 | $5.6M | +2% | 17k | 331.87 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.6 | $5.5M | 88k | 62.31 |
|
|
| salesforce (CRM) | 1.6 | $5.2M | +3% | 16k | 334.33 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $5.1M | +85% | 44k | 115.22 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $4.6M | 48k | 96.90 |
|
|
| Lockheed Martin Corporation (LMT) | 1.3 | $4.4M | +3% | 9.1k | 485.96 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $4.2M | +4% | 55k | 75.61 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.2 | $4.2M | 13k | 334.25 |
|
|
| Boston Scientific Corporation (BSX) | 1.2 | $4.2M | -2% | 47k | 89.32 |
|
| Applied Materials (AMAT) | 1.2 | $4.0M | 25k | 162.63 |
|
|
| Capital One Financial (COF) | 1.2 | $4.0M | +5% | 22k | 178.32 |
|
| Cummins (CMI) | 1.1 | $3.8M | +7% | 11k | 348.60 |
|
| Lam Research Corp Com New (LRCX) | 1.1 | $3.8M | NEW | 52k | 72.23 |
|
| Meta Platforms Cl A (META) | 1.1 | $3.8M | +11% | 6.4k | 585.48 |
|
| Oracle Corporation (ORCL) | 1.1 | $3.7M | +7% | 22k | 166.64 |
|
| American Express Company (AXP) | 1.1 | $3.6M | +6% | 12k | 296.79 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 1.1 | $3.6M | +51% | 153k | 23.32 |
|
| Visa Com Cl A (V) | 1.1 | $3.5M | +8% | 11k | 316.05 |
|
| Waste Management (WM) | 0.9 | $3.1M | 15k | 201.78 |
|
|
| Union Pacific Corporation (UNP) | 0.9 | $3.1M | 13k | 228.05 |
|
|
| Goldman Sachs (GS) | 0.9 | $3.0M | +16% | 5.2k | 572.63 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $2.9M | +2% | 52k | 55.45 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.9 | $2.9M | +68% | 126k | 22.81 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.8 | $2.8M | +9% | 26k | 110.11 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $2.8M | +19% | 5.2k | 526.60 |
|
| Edwards Lifesciences (EW) | 0.8 | $2.7M | +6% | 37k | 74.03 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $2.7M | -6% | 6.8k | 401.61 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.7M | 11k | 242.13 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.7M | -5% | 5.2k | 511.27 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.8 | $2.6M | NEW | 54k | 48.33 |
|
| Fiserv (FI) | 0.8 | $2.6M | +3% | 13k | 205.43 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.8 | $2.5M | -2% | 27k | 96.21 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.8 | $2.5M | +3% | 42k | 60.26 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $2.5M | NEW | 8.7k | 287.83 |
|
| Oshkosh Corporation (OSK) | 0.7 | $2.5M | +5% | 26k | 95.07 |
|
| Blackrock (BLK) | 0.7 | $2.5M | NEW | 2.4k | 1025.29 |
|
| Amazon (AMZN) | 0.7 | $2.4M | +6% | 11k | 219.39 |
|
| Abbvie (ABBV) | 0.7 | $2.4M | +3% | 14k | 177.69 |
|
| Northrop Grumman Corporation (NOC) | 0.7 | $2.2M | +2% | 4.7k | 469.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.1M | +8% | 11k | 190.44 |
|
| Paychex (PAYX) | 0.6 | $2.1M | +7% | 15k | 140.22 |
|
| Norfolk Southern (NSC) | 0.6 | $2.1M | +9% | 8.9k | 234.71 |
|
| Public Storage (PSA) | 0.6 | $2.1M | +7% | 6.9k | 299.45 |
|
| T. Rowe Price (TROW) | 0.6 | $2.0M | +9% | 18k | 113.09 |
|
| Tesla Motors (TSLA) | 0.6 | $2.0M | +57% | 5.0k | 403.84 |
|
| Advanced Micro Devices (AMD) | 0.6 | $2.0M | -12% | 17k | 120.79 |
|
| Analog Devices (ADI) | 0.6 | $2.0M | 9.3k | 212.47 |
|
|
| American Tower Reit (AMT) | 0.6 | $2.0M | +3% | 11k | 183.41 |
|
| Arista Networks Com Shs | 0.6 | $1.9M | NEW | 18k | 110.53 |
|
| Cheniere Energy Com New (LNG) | 0.6 | $1.9M | +6% | 8.8k | 214.87 |
|
| Hewlett Packard Enterprise (HPE) | 0.6 | $1.9M | +18% | 88k | 21.35 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.8M | +11% | 16k | 115.72 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $1.8M | +7% | 15k | 123.36 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.8M | -6% | 23k | 75.63 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.5 | $1.8M | +18% | 834.00 | 2113.05 |
|
| Amgen (AMGN) | 0.5 | $1.8M | -19% | 6.7k | 260.64 |
|
| New Mountain Finance Corp (NMFC) | 0.5 | $1.6M | +6% | 142k | 11.26 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $1.6M | +3% | 3.0k | 521.96 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $1.5M | +7% | 3.8k | 402.70 |
|
| Main Street Capital Corporation (MAIN) | 0.4 | $1.5M | +5% | 26k | 58.58 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.5M | -3% | 18k | 81.98 |
|
| Discover Financial Services (DFS) | 0.4 | $1.5M | 8.5k | 173.23 |
|
|
| Omega Healthcare Investors (OHI) | 0.4 | $1.5M | +14% | 39k | 37.85 |
|
| Nike CL B (NKE) | 0.4 | $1.5M | +32% | 19k | 75.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | +10% | 7.6k | 189.30 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.4M | 15k | 92.45 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.4M | +2% | 13k | 107.57 |
|
| Arbor Realty Trust (ABR) | 0.4 | $1.4M | +4% | 100k | 13.85 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $1.3M | +2% | 6.5k | 207.86 |
|
| Torm Shs Cl A (TRMD) | 0.4 | $1.3M | +26% | 67k | 19.45 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.4 | $1.3M | +9% | 34k | 37.16 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.2M | +5% | 30k | 41.82 |
|
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.4 | $1.2M | NEW | 45k | 26.59 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.4 | $1.2M | +49% | 53k | 22.20 |
|
| Electronic Arts (EA) | 0.3 | $1.2M | +5% | 8.0k | 146.29 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.2M | +3% | 10k | 113.11 |
|
| Ares Capital Corporation (ARCC) | 0.3 | $1.1M | -40% | 52k | 21.89 |
|
| White Mountains Insurance Gp (WTM) | 0.3 | $1.1M | +9% | 581.00 | 1945.06 |
|
| Rbc Cad (RY) | 0.3 | $1.1M | +10% | 9.4k | 120.52 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.3 | $1.1M | -71% | 14k | 77.89 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.1M | -36% | 20k | 57.53 |
|
| Shopify Cl A (SHOP) | 0.3 | $1.1M | +60% | 11k | 106.33 |
|
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.3 | $1.1M | NEW | 18k | 60.73 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.3 | $1.1M | +7% | 25k | 44.28 |
|
| Chevron Corporation (CVX) | 0.3 | $1.1M | 7.4k | 144.83 |
|
|
| Cadence Design Systems (CDNS) | 0.3 | $1.1M | +9% | 3.5k | 300.46 |
|
| Permian Resources Corp Class A Com (PR) | 0.3 | $1.1M | +4% | 73k | 14.38 |
|
| Oge Energy Corp (OGE) | 0.3 | $969k | +4% | 24k | 41.25 |
|
| Cnx Resources Corporation (CNX) | 0.3 | $967k | +8% | 26k | 36.67 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $920k | +46% | 15k | 60.30 |
|
| Synopsys (SNPS) | 0.3 | $862k | +8% | 1.8k | 485.36 |
|
| Sofi Technologies (SOFI) | 0.2 | $836k | NEW | 54k | 15.40 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $835k | 16k | 50.88 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $816k | +7% | 3.3k | 248.78 |
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| Paypal Holdings (PYPL) | 0.2 | $780k | +48% | 9.1k | 85.35 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $769k | 7.2k | 106.84 |
|
|
| Boston Properties (BXP) | 0.2 | $759k | +7% | 10k | 74.36 |
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| Manhattan Associates (MANH) | 0.2 | $749k | NEW | 2.8k | 270.24 |
|
| Micron Technology (MU) | 0.2 | $730k | +4% | 8.7k | 84.16 |
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| Marvell Technology (MRVL) | 0.2 | $729k | NEW | 6.6k | 110.45 |
|
| Dell Technologies CL C (DELL) | 0.2 | $685k | +6% | 5.9k | 115.25 |
|
| Deere & Company (DE) | 0.2 | $685k | +13% | 1.6k | 423.76 |
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| Cisco Systems (CSCO) | 0.2 | $677k | -33% | 11k | 59.20 |
|
| PNC Financial Services (PNC) | 0.2 | $635k | +3% | 3.3k | 192.82 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $612k | NEW | 17k | 36.95 |
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| Xcel Energy (XEL) | 0.2 | $602k | 8.9k | 67.52 |
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| Dominion Resources (D) | 0.2 | $574k | 11k | 53.86 |
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| American Electric Power Company (AEP) | 0.2 | $565k | +9% | 6.1k | 92.23 |
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| EOG Resources (EOG) | 0.2 | $551k | -25% | 4.5k | 122.58 |
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| Monster Beverage Corp (MNST) | 0.2 | $523k | +11% | 10k | 52.56 |
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| Zoetis Cl A (ZTS) | 0.2 | $519k | +9% | 3.2k | 162.92 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $507k | +6% | 2.7k | 187.49 |
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| Badger Meter (BMI) | 0.1 | $502k | 2.4k | 212.12 |
|
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| Datadog Cl A Com (DDOG) | 0.1 | $497k | +7% | 3.5k | 142.89 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $484k | -2% | 9.7k | 49.92 |
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| Procter & Gamble Company (PG) | 0.1 | $476k | 2.8k | 167.66 |
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| Biontech Se Sponsored Ads (BNTX) | 0.1 | $462k | +5% | 4.1k | 113.94 |
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| Universal Health Rlty Income Sh Ben Int (UHT) | 0.1 | $461k | +12% | 12k | 37.21 |
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| Prologis (PLD) | 0.1 | $445k | 4.2k | 105.71 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $428k | +6% | 823.00 | 520.38 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $407k | NEW | 19k | 21.90 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $407k | -2% | 5.2k | 78.66 |
|
| Pepsi (PEP) | 0.1 | $388k | -60% | 2.6k | 152.03 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $373k | NEW | 965.00 | 386.22 |
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| Genuine Parts Company (GPC) | 0.1 | $357k | -68% | 3.1k | 116.75 |
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| Teradyne (TER) | 0.1 | $346k | NEW | 2.7k | 125.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $342k | 755.00 | 453.28 |
|
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| Tc Energy Corp (TRP) | 0.1 | $340k | NEW | 7.3k | 46.53 |
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| Eversource Energy (ES) | 0.1 | $339k | 5.9k | 57.43 |
|
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| Netflix (NFLX) | 0.1 | $338k | +4% | 379.00 | 891.32 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $336k | -47% | 2.6k | 131.03 |
|
| Manulife Finl Corp (MFC) | 0.1 | $315k | NEW | 10k | 30.71 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $312k | 1.2k | 264.13 |
|
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| Provident Financial Services (PFS) | 0.1 | $291k | +7% | 15k | 18.87 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $291k | -44% | 5.9k | 49.41 |
|
| International Seaways (INSW) | 0.1 | $261k | -3% | 7.3k | 35.94 |
|
| EXACT Sciences Corporation (EXAS) | 0.1 | $247k | +16% | 4.4k | 56.19 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $241k | -4% | 895.00 | 269.70 |
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| Wec Energy Group (WEC) | 0.1 | $231k | 2.5k | 94.04 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $224k | -41% | 2.1k | 106.55 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $224k | NEW | 1.3k | 176.67 |
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| Amalgamated Financial Corp (AMAL) | 0.1 | $210k | NEW | 6.3k | 33.47 |
|
| Chromadex Corp Com New (CDXC) | 0.0 | $111k | 21k | 5.30 |
|
Past Filings by Midwest Professional Planners
SEC 13F filings are viewable for Midwest Professional Planners going back to 2017
- 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
- Midwest Professional Planners 2021 Q3 filed Nov. 8, 2021
- Midwest Professional Planners 2021 Q2 filed Aug. 10, 2021
- Midwest Professional Planners 2021 Q1 filed May 17, 2021