Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2025) About Midwest Professional Planners, Ltd.Investment ActivityMidwest Professional Planners, Ltd. has $321.35 million in total holdings as of March 31, 2025.Midwest Professional Planners, Ltd. owns shares of 155 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 8.31% of the portfolio was purchased this quarter.About 7.83% of the portfolio was sold this quarter.This quarter, Midwest Professional Planners, Ltd. has purchased 152 new stocks and bought additional shares in 77 stocks.Midwest Professional Planners, Ltd. sold shares of 66 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $32,595,952NVIDIA $8,790,773iShares MSCI EAFE ETF $8,691,027Broadcom $7,253,327iShares 3-7 Year Treasury Bond ETF $6,942,207 Largest New Holdings this Quarter 464287481 - iShares Russell Mid-Cap Growth ETF $2,496,095 Holding81369Y803 - Technology Select Sector SPDR Fund $2,457,359 Holding874039100 - Taiwan Semiconductor Manufacturing $639,432 Holding464288653 - iShares 10-20 Year Treasury Bond ETF $218,793 Holding46436E825 - iShares iBonds Dec 2029 Term Treasury ETF $214,260 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 51,130 shares (about $4.18M)iShares Short Treasury Bond ETF 22,923 shares (about $2.53M)iShares Russell Mid-Cap Growth ETF 21,245 shares (about $2.50M)Technology Select Sector SPDR Fund 11,901 shares (about $2.46M)iShares iBonds Dec 2026 Term Treasury ETF 92,787 shares (about $2.13M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 10,850 shares (about $6.07M)iShares Core S&P Small-Cap ETF 21,962 shares (about $2.30M)NVIDIA 14,981 shares (about $1.62M)Apple 6,234 shares (about $1.38M)Tesla 4,054 shares (about $1.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidwest Professional Planners, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$32,595,952$6,069,333 ▼-15.7%58,27110.1%FinanceNVDANVIDIA$8,790,773$1,623,634 ▼-15.6%81,1112.7%Computer and TechnologyEFAiShares MSCI EAFE ETF$8,691,027$4,178,866 ▲92.6%106,3382.7%FinanceAVGOBroadcom$7,253,327$943,626 ▼-11.5%43,3222.3%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$6,942,207$965,045 ▲16.1%58,7652.2%ETFCOSTCostco Wholesale$6,538,502$118,228 ▼-1.8%6,9132.0%Retail/WholesaleJPMJPMorgan Chase & Co.$6,139,083$227,146 ▼-3.6%25,0271.9%FinanceMCOMoody's$5,489,733$200,719 ▼-3.5%11,7881.7%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,406,729$677,399 ▲14.3%54,6581.7%FinanceSHViShares Short Treasury Bond ETF$5,345,080$2,532,089 ▲90.0%48,3891.7%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$5,015,289$2,128,537 ▲73.7%218,6261.6%ManufacturingIBTFiShares iBonds Dec 2025 Term Treasury ETF$5,012,015$1,444,217 ▲40.5%214,4641.6%ManufacturingMSFTMicrosoft$4,906,740$268,780 ▼-5.2%13,0711.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4,713,686$425,780 ▼-8.3%80,7831.5%ETFBSXBoston Scientific$4,624,254$73,037 ▼-1.6%45,8391.4%MedicalETNEaton$4,524,051$58,987 ▼-1.3%16,6431.4%IndustrialsIWViShares Russell 3000 ETF$4,161,737$202,338 ▲5.1%13,1021.3%ETFCRMSalesforce$4,025,532$188,395 ▼-4.5%15,0001.3%Computer and TechnologyVVisa$3,999,318$69,739 ▲1.8%11,4121.2%Business ServicesLMTLockheed Martin$3,973,655$98,280 ▼-2.4%8,8951.2%AerospaceCOFCapital One Financial$3,942,239$78,174 ▼-1.9%21,9871.2%FinanceAAPLApple$3,903,793$1,384,787 ▼-26.2%17,5741.2%Computer and TechnologyLAM RESEARCH CORP$3,743,518$40,857 ▼-1.1%51,4931.2%COM NEWMETAMeta Platforms$3,598,742$93,945 ▼-2.5%6,2441.1%Computer and TechnologyAMATApplied Materials$3,547,280$26,847 ▼-0.8%24,4441.1%Computer and TechnologyCMICummins$3,509,276$112,838 ▲3.3%11,1961.1%Auto/Tires/TrucksWMWaste Management$3,486,184$24,078 ▼-0.7%15,0581.1%Business ServicesAXPAmerican Express$3,276,867$23,677 ▼-0.7%12,1791.0%FinanceUNPUnion Pacific$3,163,024$2,126 ▼-0.1%13,3891.0%TransportationMAMastercard$3,160,147$297,103 ▲10.4%5,7651.0%Business ServicesORCLOracle$3,150,682$25,726 ▲0.8%22,5351.0%Computer and TechnologyGSThe Goldman Sachs Group$3,039,395$195,561 ▲6.9%5,5640.9%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$2,873,244$1,873 ▼-0.1%52,1550.9%ManufacturingGLDSPDR Gold Shares$2,868,722$359,311 ▼-11.1%9,9560.9%FinanceABBVAbbVie$2,867,242$18,857 ▲0.7%13,6850.9%MedicalIDUiShares U.S. Utilities ETF$2,819,731$132,655 ▲4.9%27,8030.9%ETFFIFiserv$2,814,798$36,880 ▲1.3%12,7460.9%Business ServicesXLFFinancial Select Sector SPDR Fund$2,782,498$71,527 ▲2.6%55,8620.9%ETFRTXRTX$2,732,844$624,563 ▲29.6%20,6310.9%AerospaceEWEdwards Lifesciences$2,684,550$18,410 ▲0.7%37,0380.8%MedicalPAYXPaychex$2,650,766$343,726 ▲14.9%17,1820.8%Business ServicesQQQInvesco QQQ$2,508,253$48,768 ▲2.0%5,3490.8%FinanceIWPiShares Russell Mid-Cap Growth ETF$2,496,095$2,496,095 ▲New Holding21,2450.8%ETFOSKOshkosh$2,476,812$6,774 ▲0.3%26,3270.8%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$2,458,487$10,832 ▲0.4%6,8090.8%ETFXLKTechnology Select Sector SPDR Fund$2,457,359$2,457,359 ▲New Holding11,9010.8%ETFNOCNorthrop Grumman$2,363,335$52,735 ▼-2.2%4,6160.7%AerospaceBLACKROCK INC$2,334,539$44,476 ▲1.9%2,4670.7%COMIJRiShares Core S&P Small-Cap ETF$2,299,887$2,296,541 ▼-50.0%21,9940.7%ETFAMTAmerican Tower$2,236,053$85,734 ▼-3.7%10,2760.7%FinanceNSCNorfolk Southern$2,151,408$38,845 ▲1.8%9,0830.7%TransportationPSAPublic Storage$2,078,101$23,346 ▲1.1%6,9430.6%FinanceCHENIERE ENERGY INC$2,063,746$20,131 ▲1.0%8,9190.6%COM NEWAMGNAmgen$2,049,199$52,344 ▼-2.5%6,5770.6%MedicalIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,980,942$785,507 ▲65.7%88,3560.6%ManufacturingADIAnalog Devices$1,892,405$17,746 ▲0.9%9,3840.6%Computer and TechnologyAMZNAmazon.com$1,859,030$257,231 ▼-12.2%9,7710.6%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$1,736,404$239,170 ▲16.0%20,9890.5%ManufacturingEPREPR Properties$1,733,838$442,140 ▲34.2%32,9560.5%FinanceIEFiShares 7-10 Year Treasury Bond ETF$1,715,474$263,119 ▲18.1%17,9880.5%ETFTROWT. Rowe Price Group$1,694,689$29,765 ▲1.8%18,4470.5%FinanceVRTXVertex Pharmaceuticals$1,675,053$189,080 ▼-10.1%3,4550.5%MedicalNMFCNew Mountain Finance$1,603,170$38,748 ▲2.5%145,3460.5%FinanceXOMExxon Mobil$1,602,861$49,833 ▲3.2%13,4770.5%EnergyAMDAdvanced Micro Devices$1,574,231$118,566 ▼-7.0%15,3220.5%Computer and TechnologyFCNCAFirst Citizens BancShares$1,564,905$18,542 ▲1.2%8440.5%FinanceOHIOmega Healthcare Investors$1,516,107$43,754 ▲3.0%39,8140.5%FinanceARM HOLDINGS PLC$1,486,730$64,928 ▼-4.2%13,9220.5%SPONSORED ADSMAINMain Street Capital$1,476,012$34,728 ▲2.4%26,0960.5%FinanceGOOGAlphabet$1,416,783$304,009 ▼-17.7%9,0690.4%Computer and TechnologyDFSDiscover Financial Services$1,410,574$34,313 ▼-2.4%8,2630.4%FinanceISRGIntuitive Surgical$1,398,147$104,007 ▼-6.9%2,8230.4%MedicalHPEHewlett Packard Enterprise$1,396,552$37,834 ▲2.8%90,5090.4%Computer and TechnologyDBPInvesco DB Precious Metals Fund$1,387,273$78,238 ▲6.0%19,4160.4%FinanceARISTA NETWORKS INC$1,349,159$14,024 ▼-1.0%17,4130.4%COM SHSEEMiShares MSCI Emerging Markets ETF$1,344,950$45,885 ▲3.5%30,7770.4%FinanceABTAbbott Laboratories$1,330,451$23,081 ▼-1.7%10,0300.4%MedicalNXPINXP Semiconductors$1,320,346$94,270 ▲7.7%6,9470.4%Computer and TechnologyCVXChevron$1,276,462$41,322 ▲3.3%7,6300.4%EnergyCWBSPDR Bloomberg Convertible Securities ETF$1,266,802$160,974 ▲14.6%16,5340.4%ETFPEPPepsiCo$1,260,448$877,335 ▲229.0%8,4060.4%Consumer StaplesDBAInvesco DB Agriculture Fund$1,253,942$62,215 ▲5.2%47,6060.4%FinanceNOGNorthern Oil and Gas$1,253,472$220,858 ▲21.4%41,4650.4%EnergyRYRoyal Bank of Canada$1,232,258$175,844 ▲16.6%10,9320.4%FinanceNKENIKE$1,231,040$4,444 ▲0.4%19,3930.4%Consumer DiscretionaryARCCAres Capital$1,218,303$73,416 ▲6.4%54,9780.4%FinanceABRArbor Realty Trust$1,208,992$29,269 ▲2.5%102,8930.4%FinanceSHOPShopify$1,188,153$181,794 ▲18.1%12,4440.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,171,857$58,567 ▲5.3%20,5090.4%ETFWTMWhite Mountains Insurance Group$1,140,081$21,184 ▲1.9%5920.4%FinanceTRMDTORM$1,127,902$29,895 ▲2.7%68,4410.4%TransportationOGEOGE Energy$1,107,478$28,127 ▲2.6%24,0970.3%UtilitiesPALANTIR TECHNOLOGIES INC$1,087,156$887,381 ▼-44.9%12,8810.3%CL APERMIAN RESOURCES CORP$989,149$27,340 ▼-2.7%71,4190.3%CLASS A COMFLOTiShares Floating Rate Bond ETF$969,745$131,709 ▲15.7%18,9960.3%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$949,296$535,847 ▲129.6%42,6650.3%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$937,550$154,882 ▲19.8%8,6260.3%FinanceEAElectronic Arts$901,636$249,146 ▼-21.7%6,2390.3%Consumer DiscretionaryCDNSCadence Design Systems$889,901$6,867 ▼-0.8%3,4990.3%Computer and TechnologyCNXCNX Resources$814,514$15,331 ▼-1.8%25,8740.3%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
