Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2024) About Midwest Professional Planners, Ltd.Investment ActivityMidwest Professional Planners, Ltd. has $327.10 million in total holdings as of September 30, 2024.Midwest Professional Planners, Ltd. owns shares of 154 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 12.20% of the portfolio was purchased this quarter.About 5.34% of the portfolio was sold this quarter.This quarter, Midwest Professional Planners, Ltd. has purchased 147 new stocks and bought additional shares in 115 stocks.Midwest Professional Planners, Ltd. sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $47,480,514NVIDIA $13,110,462Broadcom $8,192,414iShares 3-7 Year Treasury Bond ETF $6,113,475Costco Wholesale $6,070,885 Largest New Holdings this Quarter SPDR Gold Shares $2,764,564 HoldingiShares U.S. Utilities ETF $2,761,248 HoldingiShares Cohen & Steers REIT ETF $2,666,034 HoldingCadence Design Systems $876,240 HoldingSynopsys $832,505 Holding Largest Purchases this Quarter Broadcom 43,064 shares (about $7.43M)SPDR Gold Shares 11,374 shares (about $2.76M)iShares U.S. Utilities ETF 27,066 shares (about $2.76M)SPDR Bloomberg Convertible Securities ETF 35,664 shares (about $2.73M)iShares Cohen & Steers REIT ETF 40,450 shares (about $2.67M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 8,757 shares (about $5.02M)iShares Russell 3000 ETF 9,238 shares (about $3.02M)NXP Semiconductors 3,345 shares (about $802.79K)EPR Properties 8,557 shares (about $419.63K)Skyworks Solutions 3,203 shares (about $316.35K) 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$47,480,514$5,024,432 ▼-9.6%82,75314.5%FinanceNVDANVIDIA$13,110,462$400,996 ▲3.2%107,9584.0%Computer and TechnologyAVGOBroadcom$8,192,414$7,428,580 ▲972.5%47,4922.5%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$6,113,475$138,622 ▲2.3%51,1141.9%ETFCOSTCostco Wholesale$6,070,885$337,764 ▲5.9%6,8481.9%Retail/WholesaleAAPLApple$5,981,528$1,035,211 ▲20.9%25,6721.8%Computer and TechnologyMSFTMicrosoft$5,709,038$346,811 ▲6.5%13,2681.7%Computer and TechnologyMCOMoody's$5,705,071$261,500 ▲4.8%12,0211.7%FinanceIJHiShares Core S&P Mid-Cap ETF$5,550,416$29,415 ▲0.5%89,0631.7%ETFETNEaton$5,456,873$242,948 ▲4.7%16,4641.7%Industrial ProductsJPMJPMorgan Chase & Co.$5,436,505$115,760 ▲2.2%25,7831.7%FinanceLMTLockheed Martin$5,172,058$277,659 ▲5.7%8,8481.6%AerospaceAMATApplied Materials$4,935,964$197,204 ▲4.2%24,4291.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$4,790,632$102,484 ▲2.2%47,3061.5%FinanceEFAiShares MSCI EAFE ETF$4,415,189$71,253 ▲1.6%52,7941.3%FinanceCRMSalesforce$4,163,303$274,798 ▲7.1%15,2111.3%Computer and TechnologyLRCXLam Research$4,131,192$231,778 ▲5.9%5,0621.3%Computer and TechnologyIWViShares Russell 3000 ETF$4,084,400$3,018,294 ▼-42.5%12,5011.2%ETFBSXBoston Scientific$3,991,407$201,121 ▲5.3%47,6301.2%MedicalCWBSPDR Bloomberg Convertible Securities ETF$3,897,007$2,731,528 ▲234.4%50,8811.2%ETFORCLOracle$3,554,304$351,358 ▲11.0%20,8591.1%Computer and TechnologyMETAMeta Platforms$3,288,385$444,175 ▲15.6%5,7451.0%Computer and TechnologyCMICummins$3,273,205$223,416 ▲7.3%10,1091.0%Auto/Tires/TrucksUNPUnion Pacific$3,268,031$33,028 ▲1.0%13,2591.0%TransportationCOFCapital One Financial$3,180,336$196,001 ▲6.6%21,2401.0%FinanceAXPAmerican Express$3,128,121$245,715 ▲8.5%11,5341.0%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$3,123,605$11,000 ▲0.4%51,1141.0%ManufacturingWMWaste Management$3,111,024$55,636 ▲1.8%14,9861.0%Business ServicesAMDAdvanced Micro Devices$3,092,821$270,739 ▼-8.0%18,8490.9%Computer and TechnologyVVisa$2,829,738$206,484 ▲7.9%10,2920.9%Business ServicesIJRiShares Core S&P Small-Cap ETF$2,767,069$12,281 ▲0.4%23,6580.8%ETFGLDSPDR Gold Shares$2,764,564$2,764,564 ▲New Holding11,3740.8%FinanceIDUiShares U.S. Utilities ETF$2,761,248$2,761,248 ▲New Holding27,0660.8%ETFIWFiShares Russell 1000 Growth ETF$2,724,649$182,069 ▼-6.3%7,2580.8%ETFQQQInvesco QQQ$2,706,475$130,321 ▼-4.6%5,5450.8%FinanceAMGNAmgen$2,705,654$106,332 ▲4.1%8,3970.8%MedicalICFiShares Cohen & Steers REIT ETF$2,666,034$2,666,034 ▲New Holding40,4500.8%ETFABBVAbbVie$2,586,268$149,694 ▲6.1%13,0960.8%MedicalSHViShares Short Treasury Bond ETF$2,574,265$310,651 ▲13.7%23,2690.8%ETFOSKOshkosh$2,498,920$151,416 ▲6.5%24,9370.8%Auto/Tires/TrucksNOCNorthrop Grumman$2,433,402$89,774 ▲3.8%4,6080.7%AerospaceAMTAmerican Tower$2,401,368$161,394 ▲7.2%10,3260.7%FinanceIBTFiShares iBonds Dec 2025 Term Treasury ETF$2,367,036$898,766 ▲61.2%101,0690.7%ManufacturingPSAPublic Storage$2,320,056$62,950 ▲2.8%6,3760.7%FinanceEWEdwards Lifesciences$2,272,794$168,343 ▲8.0%34,4410.7%MedicalGSThe Goldman Sachs Group$2,214,917$153,470 ▲7.4%4,4740.7%FinanceFIFiserv$2,177,618$69,168 ▲3.3%12,1210.7%Business ServicesMAMastercard$2,152,577$455,305 ▲26.8%4,3590.7%Business ServicesADIAnalog Devices$2,127,446$61,455 ▲3.0%9,2430.7%Computer and TechnologyNSCNorfolk Southern$2,022,447$171,457 ▲9.3%8,1390.6%TransportationAMZNAmazon.com$1,938,391$538,494 ▲38.5%10,4030.6%Retail/WholesaleARM HOLDINGS PLC$1,933,781$220,235 ▲12.9%13,5220.6%SPONSORED ADSBLKBlackRock$1,920,200$223,169 ▲13.2%2,0220.6%FinancePAYXPaychex$1,872,657$64,278 ▲3.6%13,9550.6%Business ServicesARCCAres Capital$1,827,957$135,126 ▲8.0%87,2950.6%FinanceJEPIJPMorgan Equity Premium Income ETF$1,817,168$135,145 ▲8.0%30,5360.6%ETFTRMDTORM$1,807,643$271,945 ▲17.7%52,8710.6%TransportationTROWT. Rowe Price Group$1,800,301$145,314 ▲8.8%16,5270.6%FinanceRTXRTX$1,736,993$129,160 ▲8.0%14,3360.5%AerospaceIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,724,754$938,837 ▲119.5%74,7780.5%ManufacturingGOOGAlphabet$1,691,913$211,991 ▲14.3%10,1200.5%Computer and TechnologyVRTXVertex Pharmaceuticals$1,669,637$148,361 ▲9.8%3,5900.5%MedicalNMFCNew Mountain Finance$1,595,537$118,435 ▲8.0%133,1830.5%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,560,604$36,502 ▲2.4%18,7690.5%ManufacturingHPEHewlett Packard Enterprise$1,520,064$290,145 ▲23.6%74,2940.5%Computer and TechnologyNXPINXP Semiconductors$1,511,979$802,789 ▼-34.7%6,3000.5%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,496,890$42,878 ▲2.9%15,2560.5%ETFXOMExxon Mobil$1,494,213$49,702 ▼-3.2%12,7470.5%Oils/EnergyCHENIERE ENERGY INC$1,492,978$56,108 ▲3.9%8,3020.5%COM NEWABRArbor Realty Trust$1,489,164$129,801 ▲9.5%95,7050.5%FinanceISRGIntuitive Surgical$1,440,895$168,997 ▲13.3%2,9330.4%MedicalOHIOmega Healthcare Investors$1,369,300$155,269 ▲12.8%33,6440.4%FinanceGPCGenuine Parts$1,352,450$154,354 ▼-10.2%9,6820.4%Retail/WholesaleFCNCAFirst Citizens BancShares$1,299,725$219,075 ▲20.3%7060.4%FinanceEEMiShares MSCI Emerging Markets ETF$1,292,171$42,880 ▲3.4%28,1760.4%FinanceNKENIKE$1,291,863$239,915 ▲22.8%14,6140.4%Consumer DiscretionaryMAINMain Street Capital$1,208,095$356,301 ▲41.8%24,0940.4%FinanceDFSDiscover Financial Services$1,178,453$34,091 ▲3.0%8,4000.4%FinanceANETArista Networks$1,176,408$195,364 ▲19.9%3,0650.4%Computer and TechnologyGOOGLAlphabet$1,134,669$110,117 ▲10.7%6,8420.3%Computer and TechnologyABTAbbott Laboratories$1,127,760$47,769 ▲4.4%9,8920.3%MedicalEPREPR Properties$1,115,448$419,629 ▼-27.3%22,7460.3%FinanceNOGNorthern Oil and Gas$1,108,533$101,732 ▲10.1%31,3060.3%Oils/EnergyPEPPepsiCo$1,101,411$58,837 ▲5.6%6,4770.3%Consumer StaplesEAElectronic Arts$1,082,996$87,213 ▲8.8%7,5500.3%Consumer DiscretionaryCVXChevron$1,075,699$75,700 ▼-6.6%7,3040.3%Oils/EnergyRYRoyal Bank of Canada$1,062,346$255,203 ▲31.6%8,5170.3%FinanceSWKSSkyworks Solutions$1,021,156$316,352 ▼-23.7%10,3390.3%Computer and TechnologyPERMIAN RESOURCES CORP$958,176$47,431 ▲5.2%70,4020.3%CLASS A COMIBTEiShares iBonds Dec 2024 Term Treasury ETF$950,400$197,016 ▲26.2%39,6000.3%ManufacturingPLTRPalantir Technologies$927,805$79,906 ▲9.4%24,9410.3%Business ServicesOGEOGE Energy$925,014$114,570 ▼-11.0%22,5500.3%UtilitiesCSCOCisco Systems$912,214$2,129 ▼-0.2%17,1400.3%Computer and TechnologyWTMWhite Mountains Insurance Group$900,682$556,353 ▲161.6%5310.3%FinanceCDNSCadence Design Systems$876,240$876,240 ▲New Holding3,2330.3%Computer and TechnologyMUMicron Technology$865,020$88,877 ▲11.5%8,3410.3%Computer and TechnologyMPCMarathon Petroleum$850,959$26,883 ▲3.3%5,2230.3%Oils/EnergyFLOTiShares Floating Rate Bond ETF$843,072$35,932 ▲4.5%16,5180.3%ETFSNPSSynopsys$832,505$832,505 ▲New Holding1,6440.3%Computer and TechnologyRNRRenaissanceRe$829,842$117,965 ▲16.6%3,0460.3%FinanceShowing 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. 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