Midwest Professional Planners

Midwest Professional Planners as of March 31, 2025

Portfolio Holdings for Midwest Professional Planners

Midwest Professional Planners holds 155 positions in its portfolio as reported in the March 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) 10.1 $33M 58k 559.39
NVIDIA Corporation (NVDA) 2.7 $8.8M 81k 108.38
Ishares Tr Msci Eafe Etf (EFA) 2.7 $8.7M 106k 81.73
Broadcom (AVGO) 2.3 $7.3M 43k 167.43
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.2 $6.9M 59k 118.14
Costco Wholesale Corporation (COST) 2.0 $6.5M 6.9k 945.83
JPMorgan Chase & Co. (JPM) 1.9 $6.1M 25k 245.30
Moody's Corporation (MCO) 1.7 $5.5M 12k 465.71
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $5.4M 55k 98.92
Ishares Tr Short Treas Bd (SHV) 1.7 $5.3M 48k 110.46
Ishares Tr Ibonds 26 Trm Ts (IBTG) 1.6 $5.0M 219k 22.94
Ishares Tr Ibonds 25 Trm Ts (IBTF) 1.6 $5.0M 215k 23.37
Microsoft Corporation (MSFT) 1.5 $4.9M 13k 375.39
Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $4.7M 81k 58.35
Boston Scientific Corporation (BSX) 1.4 $4.6M 46k 100.88
Eaton Corp SHS (ETN) 1.4 $4.5M 17k 271.83
Ishares Tr Russell 3000 Etf (IWV) 1.3 $4.2M 13k 317.64
salesforce (CRM) 1.3 $4.0M 15k 268.37
Visa Com Cl A (V) 1.2 $4.0M 11k 350.45
Lockheed Martin Corporation (LMT) 1.2 $4.0M 8.9k 446.73
Capital One Financial (COF) 1.2 $3.9M 22k 179.30
Apple (AAPL) 1.2 $3.9M 18k 222.13
Lam Research Corp Com New (LRCX) 1.2 $3.7M 52k 72.70
Meta Platforms Cl A (META) 1.1 $3.6M 6.2k 576.35
Applied Materials (AMAT) 1.1 $3.5M 24k 145.12
Cummins (CMI) 1.1 $3.5M 11k 313.44
Waste Management (WM) 1.1 $3.5M 15k 231.52
American Express Company (AXP) 1.0 $3.3M 12k 269.06
Union Pacific Corporation (UNP) 1.0 $3.2M 13k 236.24
Mastercard Incorporated Cl A (MA) 1.0 $3.2M 5.8k 548.16
Oracle Corporation (ORCL) 1.0 $3.2M 23k 139.81
Goldman Sachs (GS) 0.9 $3.0M 5.6k 546.26
Ishares Msci Emrg Chn (EMXC) 0.9 $2.9M 52k 55.09
Spdr Gold Tr Gold Shs (GLD) 0.9 $2.9M 10k 288.14
Abbvie (ABBV) 0.9 $2.9M 14k 209.52
Ishares Tr U.s. Utilits Etf (IDU) 0.9 $2.8M 28k 101.42
Fiserv (FI) 0.9 $2.8M 13k 220.84
Select Sector Spdr Tr Financial (XLF) 0.9 $2.8M 56k 49.81
Raytheon Technologies Corp (RTX) 0.9 $2.7M 21k 132.46
Edwards Lifesciences (EW) 0.8 $2.7M 37k 72.48
Paychex (PAYX) 0.8 $2.7M 17k 154.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $2.5M 5.3k 468.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.8 $2.5M 21k 117.49
Oshkosh Corporation (OSK) 0.8 $2.5M 26k 94.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $2.5M 6.8k 361.06
Select Sector Spdr Tr Technology (XLK) 0.8 $2.5M 12k 206.48
Northrop Grumman Corporation (NOC) 0.7 $2.4M 4.6k 511.99
Blackrock (BLK) 0.7 $2.3M 2.5k 946.31
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.3M 22k 104.57
American Tower Reit (AMT) 0.7 $2.2M 10k 217.60
Norfolk Southern (NSC) 0.7 $2.2M 9.1k 236.86
Public Storage (PSA) 0.6 $2.1M 6.9k 299.31
Cheniere Energy Com New (LNG) 0.6 $2.1M 8.9k 231.39
Amgen (AMGN) 0.6 $2.0M 6.6k 311.57
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.6 $2.0M 88k 22.42
Analog Devices (ADI) 0.6 $1.9M 9.4k 201.66
Amazon (AMZN) 0.6 $1.9M 9.8k 190.26
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.7M 21k 82.73
Epr Pptys Com Sh Ben Int (EPR) 0.5 $1.7M 33k 52.61
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $1.7M 18k 95.37
T. Rowe Price (TROW) 0.5 $1.7M 18k 91.87
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $1.7M 3.5k 484.82
New Mountain Finance Corp (NMFC) 0.5 $1.6M 145k 11.03
Exxon Mobil Corporation (XOM) 0.5 $1.6M 14k 118.93
Advanced Micro Devices (AMD) 0.5 $1.6M 15k 102.74
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.5 $1.6M 844.00 1854.15
Omega Healthcare Investors (OHI) 0.5 $1.5M 40k 38.08
Arm Holdings Sponsored Ads (ARM) 0.5 $1.5M 14k 106.79
Main Street Capital Corporation (MAIN) 0.5 $1.5M 26k 56.56
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.4M 9.1k 156.22
Discover Financial Services 0.4 $1.4M 8.3k 170.71
Intuitive Surgical Com New (ISRG) 0.4 $1.4M 2.8k 495.27
Hewlett Packard Enterprise (HPE) 0.4 $1.4M 91k 15.43
Invesco Db Multi-sector Comm Precious Metal (DBP) 0.4 $1.4M 19k 71.45
Arista Networks Com Shs (ANET) 0.4 $1.3M 17k 77.48
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.3M 31k 43.70
Abbott Laboratories (ABT) 0.4 $1.3M 10k 132.65
Nxp Semiconductors N V (NXPI) 0.4 $1.3M 6.9k 190.06
Chevron Corporation (CVX) 0.4 $1.3M 7.6k 167.30
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.4 $1.3M 17k 76.62
Pepsi (PEP) 0.4 $1.3M 8.4k 149.95
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.4 $1.3M 48k 26.34
Northern Oil And Gas Inc Mn (NOG) 0.4 $1.3M 42k 30.23
Rbc Cad (RY) 0.4 $1.2M 11k 112.72
Nike CL B (NKE) 0.4 $1.2M 19k 63.48
Ares Capital Corporation (ARCC) 0.4 $1.2M 55k 22.16
Arbor Realty Trust (ABR) 0.4 $1.2M 103k 11.75
Shopify Cl A (SHOP) 0.4 $1.2M 12k 95.48
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.2M 21k 57.14
White Mountains Insurance Gp (WTM) 0.4 $1.1M 592.00 1925.81
Torm Shs Cl A (TRMD) 0.4 $1.1M 68k 16.48
Oge Energy Corp (OGE) 0.3 $1.1M 24k 45.96
Palantir Technologies Cl A (PLTR) 0.3 $1.1M 13k 84.40
Permian Resources Corp Class A Com (PR) 0.3 $989k 71k 13.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $970k 19k 51.05
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.3 $949k 43k 22.25
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $938k 8.6k 108.69
Electronic Arts (EA) 0.3 $902k 6.2k 144.52
Cadence Design Systems (CDNS) 0.3 $890k 3.5k 254.33
Cnx Resources Corporation (CNX) 0.3 $815k 26k 31.48
Xcel Energy (XEL) 0.2 $776k 11k 70.79
Renaissance Re Holdings Ltd Cmn (RNR) 0.2 $764k 3.2k 239.98
Deere & Company (DE) 0.2 $748k 1.6k 469.48
Synopsys (SNPS) 0.2 $737k 1.7k 428.85
Micron Technology (MU) 0.2 $726k 8.4k 86.89
Sofi Technologies (SOFI) 0.2 $719k 62k 11.63
Boston Properties (BXP) 0.2 $709k 11k 67.19
Cisco Systems (CSCO) 0.2 $701k 11k 61.71
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $695k 2.5k 282.56
American Electric Power Company (AEP) 0.2 $692k 6.3k 109.27
Pembina Pipeline Corp (PBA) 0.2 $664k 17k 40.03
Paypal Holdings (PYPL) 0.2 $652k 10k 65.25
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $639k 3.9k 166.00
Monster Beverage Corp (MNST) 0.2 $599k 10k 58.52
Dominion Resources (D) 0.2 $599k 11k 56.07
PNC Financial Services (PNC) 0.2 $586k 3.3k 175.76
Ishares Tr Core Intl Aggr (IAGG) 0.2 $579k 12k 49.99
EOG Resources (EOG) 0.2 $552k 4.3k 128.24
Dell Technologies CL C (DELL) 0.2 $524k 5.7k 91.15
Zoetis Cl A (ZTS) 0.2 $512k 3.1k 164.66
Universal Health Rlty Income Sh Ben Int (UHT) 0.2 $508k 12k 40.96
Chipotle Mexican Grill (CMG) 0.2 $503k 10k 50.21
Procter & Gamble Company (PG) 0.2 $485k 2.8k 170.43
Manhattan Associates (MANH) 0.2 $484k 2.8k 173.04
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $482k 6.1k 78.89
Texas Instruments Incorporated (TXN) 0.1 $478k 2.7k 179.67
Prologis (PLD) 0.1 $474k 4.2k 111.78
Badger Meter (BMI) 0.1 $451k 2.4k 190.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $402k 755.00 532.58
Thermo Fisher Scientific (TMO) 0.1 $394k 792.00 497.76
Eversource Energy (ES) 0.1 $360k 5.8k 62.11
Kimberly-Clark Corporation (KMB) 0.1 $359k 2.5k 142.22
Biontech Se Sponsored Ads (BNTX) 0.1 $358k 3.9k 91.05
Alphabet Cap Stk Cl A (GOOGL) 0.1 $352k 2.3k 154.64
Tc Energy Corp (TRP) 0.1 $349k 7.4k 47.21
Datadog Cl A Com (DDOG) 0.1 $338k 3.4k 99.21
Netflix (NFLX) 0.1 $326k 350.00 932.53
Genuine Parts Company (GPC) 0.1 $325k 2.7k 119.16
Manulife Finl Corp (MFC) 0.1 $313k 10k 31.15
Marvell Technology (MRVL) 0.1 $298k 4.8k 61.57
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $296k 1.1k 258.62
Occidental Petroleum Corporation (OXY) 0.1 $278k 5.6k 49.36
Wec Energy Group (WEC) 0.1 $268k 2.5k 108.98
Provident Financial Services (PFS) 0.1 $261k 15k 17.17
Teradyne (TER) 0.1 $245k 3.0k 82.60
Tesla Motors (TSLA) 0.1 $239k 923.00 259.16
Vanguard Index Fds Large Cap Etf (VV) 0.1 $230k 895.00 257.03
International Seaways (INSW) 0.1 $228k 6.9k 33.20
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $224k 1.4k 165.60
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $219k 2.1k 103.74
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $214k 9.8k 21.77
Kla Corp Com New (KLAC) 0.1 $207k 304.00 679.87
UnitedHealth (UNH) 0.1 $203k 388.00 523.75
Ishares Tr National Mun Etf (MUB) 0.1 $200k 1.9k 105.44
Niagen Bioscience Com New (NAGE) 0.0 $145k 21k 6.90