Midwest Professional Planners

Midwest Professional Planners as of June 30, 2025

Portfolio Holdings for Midwest Professional Planners

Midwest Professional Planners holds 149 positions in its portfolio as reported in the June 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) 9.5 $36M 59k 617.85
Ishares Tr Short Treas Bd (SHV) 5.3 $20M 184k 110.42
NVIDIA Corporation (NVDA) 3.4 $13M 82k 157.99
Broadcom (AVGO) 3.1 $12M 43k 275.65
Ishares Tr Msci Eafe Etf (EFA) 2.4 $9.3M 104k 89.39
JPMorgan Chase & Co. (JPM) 1.9 $7.3M 25k 289.91
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.9 $7.2M 60k 119.09
Costco Wholesale Corporation (COST) 1.8 $6.9M 7.0k 989.87
Capital One Financial (COF) 1.7 $6.5M 31k 212.76
Microsoft Corporation (MSFT) 1.7 $6.4M 13k 497.39
Eaton Corp SHS (ETN) 1.6 $6.1M 17k 357.00
Ishares Tr Ibonds 26 Trm Ts (IBTG) 1.6 $6.0M 262k 22.93
Moody's Corporation (MCO) 1.6 $6.0M 12k 501.59
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $5.6M 56k 99.20
Ishares Tr Ibonds 25 Trm Ts (IBTF) 1.4 $5.1M 220k 23.36
Lam Research Corp Com New (LRCX) 1.3 $5.1M 52k 97.34
Ishares Tr Russell 3000 Etf (IWV) 1.3 $5.1M 15k 351.00
Oracle Corporation (ORCL) 1.3 $5.0M 23k 218.63
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $5.0M 81k 62.02
Boston Scientific Corporation (BSX) 1.3 $5.0M 47k 107.41
Meta Platforms Cl A (META) 1.2 $4.6M 6.2k 738.10
Raytheon Technologies Corp (RTX) 1.2 $4.6M 31k 146.02
Applied Materials (AMAT) 1.2 $4.6M 25k 183.07
Ishares Tr Msci Emg Mkt Etf (EEM) 1.2 $4.6M 95k 48.24
Lockheed Martin Corporation (LMT) 1.1 $4.2M 9.0k 463.13
Visa Com Cl A (V) 1.1 $4.2M 12k 355.05
salesforce (CRM) 1.1 $4.1M 15k 272.69
Goldman Sachs (GS) 1.1 $4.1M 5.7k 707.78
American Express Company (AXP) 1.1 $4.0M 13k 318.98
Cummins (CMI) 1.0 $3.8M 12k 327.50
Waste Management (WM) 0.9 $3.5M 15k 228.83
Mastercard Incorporated Cl A (MA) 0.9 $3.4M 6.1k 561.90
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.9 $3.4M 71k 47.84
Apple (AAPL) 0.9 $3.3M 16k 205.17
Oshkosh Corporation (OSK) 0.9 $3.3M 29k 113.54
Main Street Capital Corporation (MAIN) 0.9 $3.2M 55k 59.10
Ishares Msci Emrg Chn (EMXC) 0.9 $3.2M 51k 63.14
Union Pacific Corporation (UNP) 0.8 $3.2M 14k 230.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $3.2M 7.5k 424.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $3.2M 5.7k 551.65
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.8 $3.2M 23k 138.68
Select Sector Spdr Tr Financial (XLF) 0.8 $3.0M 58k 52.37
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.8 $3.0M 133k 22.49
Ishares Tr U.s. Utilits Etf (IDU) 0.8 $2.9M 28k 104.57
Edwards Lifesciences (EW) 0.8 $2.9M 38k 78.21
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.8M 9.3k 304.83
Paychex (PAYX) 0.7 $2.8M 19k 145.46
Blackrock (BLK) 0.7 $2.7M 2.5k 1049.11
Norfolk Southern (NSC) 0.7 $2.6M 10k 255.98
Abbvie (ABBV) 0.7 $2.6M 14k 185.62
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.4M 22k 109.29
Northrop Grumman Corporation (NOC) 0.6 $2.4M 4.7k 500.00
American Tower Reit (AMT) 0.6 $2.3M 10k 221.01
Cheniere Energy Com New (LNG) 0.6 $2.2M 9.2k 243.52
Analog Devices (ADI) 0.6 $2.2M 9.4k 238.02
Arm Holdings Sponsored Ads (ARM) 0.6 $2.2M 14k 161.74
Advanced Micro Devices (AMD) 0.6 $2.2M 16k 141.90
Amazon (AMZN) 0.6 $2.1M 9.8k 219.39
Public Storage (PSA) 0.6 $2.1M 7.1k 293.41
Abbott Laboratories (ABT) 0.5 $2.0M 15k 136.01
Epr Pptys Com Sh Ben Int (EPR) 0.5 $2.0M 35k 58.26
Hewlett Packard Enterprise (HPE) 0.5 $1.9M 93k 20.45
Rbc Cad (RY) 0.5 $1.9M 14k 131.55
Amgen (AMGN) 0.5 $1.8M 6.6k 279.21
Arista Networks Com Shs (ANET) 0.5 $1.8M 17k 102.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.8M 21k 82.86
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.5 $1.8M 900.00 1956.51
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $1.8M 18k 95.77
Palantir Technologies Cl A (PLTR) 0.5 $1.7M 13k 136.32
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 9.0k 177.39
New Mountain Finance Corp (NMFC) 0.4 $1.6M 150k 10.55
Nxp Semiconductors N V (NXPI) 0.4 $1.5M 7.0k 218.49
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $1.5M 3.4k 445.20
Intuitive Surgical Com New (ISRG) 0.4 $1.5M 2.8k 543.41
Omega Healthcare Investors (OHI) 0.4 $1.5M 41k 36.65
Exxon Mobil Corporation (XOM) 0.4 $1.5M 14k 107.80
Global X Fds Glb X Mlp Enrg I (MLPX) 0.4 $1.5M 24k 62.66
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $1.4M 13k 115.35
Ares Capital Corporation (ARCC) 0.4 $1.4M 66k 21.96
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.4M 25k 56.85
Northern Oil And Gas Inc Mn (NOG) 0.3 $1.2M 42k 28.35
Sofi Technologies (SOFI) 0.3 $1.2M 63k 18.21
Chevron Corporation (CVX) 0.3 $1.1M 8.0k 143.19
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.3 $1.1M 51k 22.36
White Mountains Insurance Gp (WTM) 0.3 $1.1M 628.00 1795.72
Oge Energy Corp (OGE) 0.3 $1.1M 25k 44.38
Arbor Realty Trust (ABR) 0.3 $1.1M 104k 10.70
Nike CL B (NKE) 0.3 $1.1M 16k 71.04
Cadence Design Systems (CDNS) 0.3 $1.1M 3.5k 308.15
Cisco Systems (CSCO) 0.3 $1.0M 15k 69.38
Micron Technology (MU) 0.3 $1.0M 8.3k 123.25
Electronic Arts (EA) 0.3 $983k 6.2k 159.70
Permian Resources Corp Class A Com (PR) 0.3 $983k 72k 13.62
Torm Shs Cl A (TRMD) 0.2 $889k 53k 16.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $880k 3.9k 226.50
Synopsys (SNPS) 0.2 $878k 1.7k 512.68
Xcel Energy (XEL) 0.2 $873k 13k 68.10
Cnx Resources Corporation (CNX) 0.2 $869k 26k 33.68
Deere & Company (DE) 0.2 $815k 1.6k 508.38
Renaissance Re Holdings Ltd Cmn (RNR) 0.2 $770k 3.2k 242.90
Boston Properties (BXP) 0.2 $759k 11k 67.47
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $748k 2.4k 308.36
Paypal Holdings (PYPL) 0.2 $748k 10k 74.32
T. Rowe Price (TROW) 0.2 $725k 7.5k 96.51
Dell Technologies CL C (DELL) 0.2 $701k 5.7k 122.61
American Electric Power Company (AEP) 0.2 $671k 6.5k 103.75
Monster Beverage Corp (MNST) 0.2 $646k 10k 62.64
PNC Financial Services (PNC) 0.2 $645k 3.5k 186.42
Tc Energy Corp (TRP) 0.2 $640k 13k 48.79
Pembina Pipeline Corp (PBA) 0.2 $634k 17k 37.51
Dominion Resources (D) 0.2 $620k 11k 56.52
Badger Meter (BMI) 0.2 $580k 2.4k 244.95
Manhattan Associates (MANH) 0.1 $563k 2.9k 197.47
Chipotle Mexican Grill (CMG) 0.1 $559k 9.9k 56.15
Texas Instruments Incorporated (TXN) 0.1 $549k 2.6k 207.66
EOG Resources (EOG) 0.1 $511k 4.3k 119.60
Universal Health Rlty Income Sh Ben Int (UHT) 0.1 $498k 13k 39.97
Zoetis Cl A (ZTS) 0.1 $484k 3.1k 155.93
Netflix (NFLX) 0.1 $474k 354.00 1339.13
Datadog Cl A Com (DDOG) 0.1 $457k 3.4k 134.33
Prologis (PLD) 0.1 $456k 4.3k 105.12
Procter & Gamble Company (PG) 0.1 $455k 2.9k 159.32
Pepsi (PEP) 0.1 $448k 3.4k 132.02
Biontech Se Sponsored Ads (BNTX) 0.1 $416k 3.9k 106.46
Alphabet Cap Stk Cl A (GOOGL) 0.1 $402k 2.3k 176.23
Marvell Technology (MRVL) 0.1 $374k 4.8k 77.40
Eversource Energy (ES) 0.1 $368k 5.8k 63.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $363k 748.00 485.77
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $348k 16k 21.92
Genuine Parts Company (GPC) 0.1 $328k 2.7k 121.30
Canadian Natl Ry (CNI) 0.1 $322k 3.1k 104.04
Manulife Finl Corp (MFC) 0.1 $321k 10k 31.96
Thermo Fisher Scientific (TMO) 0.1 $321k 791.00 405.61
Kimberly-Clark Corporation (KMB) 0.1 $320k 2.5k 128.91
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $315k 1.1k 279.83
Niagen Bioscience Com New (NAGE) 0.1 $302k 21k 14.41
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $298k 5.4k 55.41
Tesla Motors (TSLA) 0.1 $295k 929.00 317.66
Kla Corp Com New (KLAC) 0.1 $271k 303.00 895.87
Teradyne (TER) 0.1 $269k 3.0k 89.93
Provident Financial Services (PFS) 0.1 $266k 15k 17.53
Wec Energy Group (WEC) 0.1 $256k 2.5k 104.20
Vanguard Index Fds Large Cap Etf (VV) 0.1 $255k 895.00 285.30
International Seaways (INSW) 0.1 $245k 6.7k 36.48
Occidental Petroleum Corporation (OXY) 0.1 $238k 5.7k 42.01
MercadoLibre (MELI) 0.1 $235k 90.00 2613.63
EXACT Sciences Corporation (EXAS) 0.1 $231k 4.3k 53.14
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $223k 2.2k 101.60
Cintas Corporation (CTAS) 0.1 $200k 899.00 222.90