Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2025)

About Midwest Professional Planners, Ltd.

Investment Activity

Midwest 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: $32,595,952
NVIDIA: $8,790,773
iShares MSCI EAFE ETF: $8,691,027
Broadcom: $7,253,327
iShares 3-7 Year Treasury Bond ETF: $6,942,207

Largest New Holdings this Quarter

464287481 - iShares Russell Mid-Cap Growth ETF: $2,496,095 Holding
81369Y803 - Technology Select Sector SPDR Fund: $2,457,359 Holding
874039100 - Taiwan Semiconductor Manufacturing: $639,432 Holding
464288653 - iShares 10-20 Year Treasury Bond ETF: $218,793 Holding
46436E825 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$32,595,952	$6,069,333 ▼	-15.7%	58,271	10.1%	Finance
NVDA NVIDIA	$8,790,773	$1,623,634 ▼	-15.6%	81,111	2.7%	Computer and Technology
EFA iShares MSCI EAFE ETF	$8,691,027	$4,178,866 ▲	92.6%	106,338	2.7%	Finance
AVGO Broadcom	$7,253,327	$943,626 ▼	-11.5%	43,322	2.3%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$6,942,207	$965,045 ▲	16.1%	58,765	2.2%	ETF
COST Costco Wholesale	$6,538,502	$118,228 ▼	-1.8%	6,913	2.0%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$6,139,083	$227,146 ▼	-3.6%	25,027	1.9%	Finance
MCO Moody's	$5,489,733	$200,719 ▼	-3.5%	11,788	1.7%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$5,406,729	$677,399 ▲	14.3%	54,658	1.7%	Finance
SHV iShares Short Treasury Bond ETF	$5,345,080	$2,532,089 ▲	90.0%	48,389	1.7%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$5,015,289	$2,128,537 ▲	73.7%	218,626	1.6%	Manufacturing
IBTF iShares iBonds Dec 2025 Term Treasury ETF	$5,012,015	$1,444,217 ▲	40.5%	214,464	1.6%	Manufacturing
MSFT Microsoft	$4,906,740	$268,780 ▼	-5.2%	13,071	1.5%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$4,713,686	$425,780 ▼	-8.3%	80,783	1.5%	ETF
BSX Boston Scientific	$4,624,254	$73,037 ▼	-1.6%	45,839	1.4%	Medical
ETN Eaton	$4,524,051	$58,987 ▼	-1.3%	16,643	1.4%	Industrials
IWV iShares Russell 3000 ETF	$4,161,737	$202,338 ▲	5.1%	13,102	1.3%	ETF
CRM Salesforce	$4,025,532	$188,395 ▼	-4.5%	15,000	1.3%	Computer and Technology
V Visa	$3,999,318	$69,739 ▲	1.8%	11,412	1.2%	Business Services
LMT Lockheed Martin	$3,973,655	$98,280 ▼	-2.4%	8,895	1.2%	Aerospace
COF Capital One Financial	$3,942,239	$78,174 ▼	-1.9%	21,987	1.2%	Finance
AAPL Apple	$3,903,793	$1,384,787 ▼	-26.2%	17,574	1.2%	Computer and Technology
LAM RESEARCH CORP	$3,743,518	$40,857 ▼	-1.1%	51,493	1.2%	COM NEW
META Meta Platforms	$3,598,742	$93,945 ▼	-2.5%	6,244	1.1%	Computer and Technology
AMAT Applied Materials	$3,547,280	$26,847 ▼	-0.8%	24,444	1.1%	Computer and Technology
CMI Cummins	$3,509,276	$112,838 ▲	3.3%	11,196	1.1%	Auto/Tires/Trucks
WM Waste Management	$3,486,184	$24,078 ▼	-0.7%	15,058	1.1%	Business Services
AXP American Express	$3,276,867	$23,677 ▼	-0.7%	12,179	1.0%	Finance
UNP Union Pacific	$3,163,024	$2,126 ▼	-0.1%	13,389	1.0%	Transportation
MA Mastercard	$3,160,147	$297,103 ▲	10.4%	5,765	1.0%	Business Services
ORCL Oracle	$3,150,682	$25,726 ▲	0.8%	22,535	1.0%	Computer and Technology
GS The Goldman Sachs Group	$3,039,395	$195,561 ▲	6.9%	5,564	0.9%	Finance
EMXC iShares MSCI Emerging Markets ex China ETF	$2,873,244	$1,873 ▼	-0.1%	52,155	0.9%	Manufacturing
GLD SPDR Gold Shares	$2,868,722	$359,311 ▼	-11.1%	9,956	0.9%	Finance
ABBV AbbVie	$2,867,242	$18,857 ▲	0.7%	13,685	0.9%	Medical
IDU iShares U.S. Utilities ETF	$2,819,731	$132,655 ▲	4.9%	27,803	0.9%	ETF
FI Fiserv	$2,814,798	$36,880 ▲	1.3%	12,746	0.9%	Business Services
XLF Financial Select Sector SPDR Fund	$2,782,498	$71,527 ▲	2.6%	55,862	0.9%	ETF
RTX RTX	$2,732,844	$624,563 ▲	29.6%	20,631	0.9%	Aerospace
EW Edwards Lifesciences	$2,684,550	$18,410 ▲	0.7%	37,038	0.8%	Medical
PAYX Paychex	$2,650,766	$343,726 ▲	14.9%	17,182	0.8%	Business Services
QQQ Invesco QQQ	$2,508,253	$48,768 ▲	2.0%	5,349	0.8%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$2,496,095	$2,496,095 ▲	New Holding	21,245	0.8%	ETF
OSK Oshkosh	$2,476,812	$6,774 ▲	0.3%	26,327	0.8%	Auto/Tires/Trucks
IWF iShares Russell 1000 Growth ETF	$2,458,487	$10,832 ▲	0.4%	6,809	0.8%	ETF
XLK Technology Select Sector SPDR Fund	$2,457,359	$2,457,359 ▲	New Holding	11,901	0.8%	ETF
NOC Northrop Grumman	$2,363,335	$52,735 ▼	-2.2%	4,616	0.7%	Aerospace
BLACKROCK INC	$2,334,539	$44,476 ▲	1.9%	2,467	0.7%	COM
IJR iShares Core S&P Small-Cap ETF	$2,299,887	$2,296,541 ▼	-50.0%	21,994	0.7%	ETF
AMT American Tower	$2,236,053	$85,734 ▼	-3.7%	10,276	0.7%	Finance
NSC Norfolk Southern	$2,151,408	$38,845 ▲	1.8%	9,083	0.7%	Transportation
PSA Public Storage	$2,078,101	$23,346 ▲	1.1%	6,943	0.6%	Finance
CHENIERE ENERGY INC	$2,063,746	$20,131 ▲	1.0%	8,919	0.6%	COM NEW
AMGN Amgen	$2,049,199	$52,344 ▼	-2.5%	6,577	0.6%	Medical
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$1,980,942	$785,507 ▲	65.7%	88,356	0.6%	Manufacturing
ADI Analog Devices	$1,892,405	$17,746 ▲	0.9%	9,384	0.6%	Computer and Technology
AMZN Amazon.com	$1,859,030	$257,231 ▼	-12.2%	9,771	0.6%	Retail/Wholesale
SHY iShares 1-3 Year Treasury Bond ETF	$1,736,404	$239,170 ▲	16.0%	20,989	0.5%	Manufacturing
EPR EPR Properties	$1,733,838	$442,140 ▲	34.2%	32,956	0.5%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$1,715,474	$263,119 ▲	18.1%	17,988	0.5%	ETF
TROW T. Rowe Price Group	$1,694,689	$29,765 ▲	1.8%	18,447	0.5%	Finance
VRTX Vertex Pharmaceuticals	$1,675,053	$189,080 ▼	-10.1%	3,455	0.5%	Medical
NMFC New Mountain Finance	$1,603,170	$38,748 ▲	2.5%	145,346	0.5%	Finance
XOM Exxon Mobil	$1,602,861	$49,833 ▲	3.2%	13,477	0.5%	Energy
AMD Advanced Micro Devices	$1,574,231	$118,566 ▼	-7.0%	15,322	0.5%	Computer and Technology
FCNCA First Citizens BancShares	$1,564,905	$18,542 ▲	1.2%	844	0.5%	Finance
OHI Omega Healthcare Investors	$1,516,107	$43,754 ▲	3.0%	39,814	0.5%	Finance
ARM HOLDINGS PLC	$1,486,730	$64,928 ▼	-4.2%	13,922	0.5%	SPONSORED ADS
MAIN Main Street Capital	$1,476,012	$34,728 ▲	2.4%	26,096	0.5%	Finance
GOOG Alphabet	$1,416,783	$304,009 ▼	-17.7%	9,069	0.4%	Computer and Technology
DFS Discover Financial Services	$1,410,574	$34,313 ▼	-2.4%	8,263	0.4%	Finance
ISRG Intuitive Surgical	$1,398,147	$104,007 ▼	-6.9%	2,823	0.4%	Medical
HPE Hewlett Packard Enterprise	$1,396,552	$37,834 ▲	2.8%	90,509	0.4%	Computer and Technology
DBP Invesco DB Precious Metals Fund	$1,387,273	$78,238 ▲	6.0%	19,416	0.4%	Finance
ARISTA NETWORKS INC	$1,349,159	$14,024 ▼	-1.0%	17,413	0.4%	COM SHS
EEM iShares MSCI Emerging Markets ETF	$1,344,950	$45,885 ▲	3.5%	30,777	0.4%	Finance
ABT Abbott Laboratories	$1,330,451	$23,081 ▼	-1.7%	10,030	0.4%	Medical
NXPI NXP Semiconductors	$1,320,346	$94,270 ▲	7.7%	6,947	0.4%	Computer and Technology
CVX Chevron	$1,276,462	$41,322 ▲	3.3%	7,630	0.4%	Energy
CWB SPDR Bloomberg Convertible Securities ETF	$1,266,802	$160,974 ▲	14.6%	16,534	0.4%	ETF
PEP PepsiCo	$1,260,448	$877,335 ▲	229.0%	8,406	0.4%	Consumer Staples
DBA Invesco DB Agriculture Fund	$1,253,942	$62,215 ▲	5.2%	47,606	0.4%	Finance
NOG Northern Oil and Gas	$1,253,472	$220,858 ▲	21.4%	41,465	0.4%	Energy
RY Royal Bank of Canada	$1,232,258	$175,844 ▲	16.6%	10,932	0.4%	Finance
NKE NIKE	$1,231,040	$4,444 ▲	0.4%	19,393	0.4%	Consumer Discretionary
ARCC Ares Capital	$1,218,303	$73,416 ▲	6.4%	54,978	0.4%	Finance
ABR Arbor Realty Trust	$1,208,992	$29,269 ▲	2.5%	102,893	0.4%	Finance
SHOP Shopify	$1,188,153	$181,794 ▲	18.1%	12,444	0.4%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$1,171,857	$58,567 ▲	5.3%	20,509	0.4%	ETF
WTM White Mountains Insurance Group	$1,140,081	$21,184 ▲	1.9%	592	0.4%	Finance
TRMD TORM	$1,127,902	$29,895 ▲	2.7%	68,441	0.4%	Transportation
OGE OGE Energy	$1,107,478	$28,127 ▲	2.6%	24,097	0.3%	Utilities
PALANTIR TECHNOLOGIES INC	$1,087,156	$887,381 ▼	-44.9%	12,881	0.3%	CL A
PERMIAN RESOURCES CORP	$989,149	$27,340 ▼	-2.7%	71,419	0.3%	CLASS A COM
FLOT iShares Floating Rate Bond ETF	$969,745	$131,709 ▲	15.7%	18,996	0.3%	ETF
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$949,296	$535,847 ▲	129.6%	42,665	0.3%	Manufacturing
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$937,550	$154,882 ▲	19.8%	8,626	0.3%	Finance
EA Electronic Arts	$901,636	$249,146 ▼	-21.7%	6,239	0.3%	Consumer Discretionary
CDNS Cadence Design Systems	$889,901	$6,867 ▼	-0.8%	3,499	0.3%	Computer and Technology
CNX CNX Resources	$814,514	$15,331 ▼	-1.8%	25,874	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2025)

About Midwest Professional Planners, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2025)

About Midwest Professional Planners, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMidwest Professional Planners, Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools