Midwest Professional Planners

Midwest Professional Planners as of Dec. 31, 2024

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