Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2025) About Midwest Professional Planners, Ltd.Investment ActivityMidwest Professional Planners, Ltd. has $334.88 million in total holdings as of December 31, 2024.Midwest Professional Planners, Ltd. owns shares of 152 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 11.23% of the portfolio was purchased this quarter.About 10.14% of the portfolio was sold this quarter.This quarter, Midwest Professional Planners, Ltd. has purchased 154 new stocks and bought additional shares in 96 stocks.Midwest Professional Planners, Ltd. sold shares of 33 stocks and completely divested from 20 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $40,510,155NVIDIA $12,904,149Broadcom $11,350,420Costco Wholesale $6,448,868JPMorgan Chase & Co. $6,221,077 Largest New Holdings this Quarter LAM RESEARCH CORP $3,759,952 HoldingFinancial Select Sector SPDR Fund $2,630,424 HoldingiShares Russell 2000 Growth ETF $2,497,506 HoldingBLACKROCK INC $2,481,198 HoldingARISTA NETWORKS INC $1,944,665 Holding Largest Purchases this Quarter LAM RESEARCH CORP 52,055 shares (about $3.76M)Financial Select Sector SPDR Fund 54,426 shares (about $2.63M)iShares Russell 2000 Growth ETF 8,677 shares (about $2.50M)BLACKROCK INC 2,420 shares (about $2.48M)iShares Core S&P Small-Cap ETF 20,298 shares (about $2.34M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 13,632 shares (about $7.99M)SPDR Bloomberg Convertible Securities ETF 36,448 shares (about $2.84M)NVIDIA 11,866 shares (about $1.59M)Ares Capital 35,630 shares (about $779.94K)Genuine Parts 6,628 shares (about $773.83K) 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$40,510,155$7,989,387 ▼-16.5%69,12112.1%FinanceNVDANVIDIA$12,904,149$1,593,479 ▼-11.0%96,0923.9%Computer and TechnologyAVGOBroadcom$11,350,420$339,877 ▲3.1%48,9583.4%Computer and TechnologyCOSTCostco Wholesale$6,448,868$174,096 ▲2.8%7,0381.9%Retail/WholesaleJPMJPMorgan Chase & Co.$6,221,077$40,750 ▲0.7%25,9531.9%FinanceAAPLApple$5,962,071$466,788 ▼-7.3%23,8081.8%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$5,846,421$59,855 ▼-1.0%50,5961.7%ETFMSFTMicrosoft$5,811,315$218,762 ▲3.9%13,7871.7%Computer and TechnologyMCOMoody's$5,783,902$93,724 ▲1.6%12,2191.7%FinanceETNEaton$5,595,310$131,420 ▲2.4%16,8601.7%Industrial ProductsIJHiShares Core S&P Mid-Cap ETF$5,488,293$61,251 ▼-1.1%88,0801.6%ETFCRMSalesforce$5,249,673$164,157 ▲3.2%15,7021.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$5,064,619$2,338,740 ▲85.8%43,9561.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,632,830$48,838 ▲1.1%47,8101.4%FinanceLMTLockheed Martin$4,429,510$129,751 ▲3.0%9,1151.3%AerospaceEFAiShares MSCI EAFE ETF$4,174,243$182,521 ▲4.6%55,2081.2%FinanceIWViShares Russell 3000 ETF$4,166,445$12,033 ▼-0.3%12,4651.2%ETFBSXBoston Scientific$4,159,021$95,305 ▼-2.2%46,5631.2%MedicalAMATApplied Materials$4,005,334$32,525 ▲0.8%24,6291.2%Computer and TechnologyCOFCapital One Financial$3,998,501$210,954 ▲5.6%22,4231.2%FinanceCMICummins$3,777,415$253,431 ▲7.2%10,8361.1%Auto/Tires/TrucksLAM RESEARCH CORP$3,759,952$3,759,952 ▲New Holding52,0551.1%COM NEWMETAMeta Platforms$3,751,192$387,590 ▲11.5%6,4071.1%Computer and TechnologyORCLOracle$3,724,648$248,632 ▲7.2%22,3511.1%Computer and TechnologyAXPAmerican Express$3,640,670$217,544 ▲6.4%12,2671.1%FinanceIBTFiShares iBonds Dec 2025 Term Treasury ETF$3,560,162$1,203,239 ▲51.1%152,6661.1%ManufacturingVVisa$3,543,828$291,079 ▲8.9%11,2131.1%Business ServicesWMWaste Management$3,059,452$35,514 ▲1.2%15,1620.9%Business ServicesUNPUnion Pacific$3,055,365$31,698 ▲1.0%13,3980.9%TransportationGSThe Goldman Sachs Group$2,981,107$419,164 ▲16.4%5,2060.9%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$2,893,879$59,609 ▲2.1%52,1890.9%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$2,870,379$1,164,698 ▲68.3%125,8390.9%ManufacturingSHViShares Short Treasury Bond ETF$2,804,009$241,907 ▲9.4%25,4660.8%ETFMAMastercard$2,750,429$454,982 ▲19.8%5,2230.8%Business ServicesEWEdwards Lifesciences$2,723,156$173,455 ▲6.8%36,7840.8%MedicalIWFiShares Russell 1000 Growth ETF$2,722,490$192,369 ▼-6.6%6,7790.8%ETFGLDSPDR Gold Shares$2,712,582$41,404 ▼-1.5%11,2030.8%FinanceQQQInvesco QQQ$2,681,594$153,380 ▼-5.4%5,2450.8%FinanceXLFFinancial Select Sector SPDR Fund$2,630,424$2,630,424 ▲New Holding54,4260.8%ETFFIFiserv$2,584,070$94,086 ▲3.8%12,5790.8%Business ServicesIDUiShares U.S. Utilities ETF$2,549,052$54,935 ▼-2.1%26,4950.8%ETFICFiShares Cohen & Steers REIT ETF$2,518,425$80,928 ▲3.3%41,7930.8%ETFIWOiShares Russell 2000 Growth ETF$2,497,506$2,497,506 ▲New Holding8,6770.7%ETFOSKOshkosh$2,496,056$125,302 ▲5.3%26,2550.7%Auto/Tires/TrucksBLACKROCK INC$2,481,198$2,481,198 ▲New Holding2,4200.7%COMAMZNAmazon.com$2,440,275$157,961 ▲6.9%11,1230.7%Retail/WholesaleABBVAbbVie$2,415,750$88,669 ▲3.8%13,5950.7%MedicalNOCNorthrop Grumman$2,214,793$52,096 ▲2.4%4,7190.7%AerospaceGOOGAlphabet$2,097,716$170,445 ▲8.8%11,0150.6%Computer and TechnologyPAYXPaychex$2,096,831$140,079 ▲7.2%14,9540.6%Business ServicesNSCNorfolk Southern$2,093,402$183,076 ▲9.6%8,9190.6%TransportationPSAPublic Storage$2,055,721$146,431 ▲7.7%6,8650.6%FinanceTROWT. Rowe Price Group$2,049,576$180,496 ▲9.7%18,1230.6%FinanceTSLATesla$2,009,912$734,585 ▲57.6%4,9770.6%Auto/Tires/TrucksAMDAdvanced Micro Devices$1,990,193$286,643 ▼-12.6%16,4760.6%Computer and TechnologyADIAnalog Devices$1,975,090$11,261 ▲0.6%9,2960.6%Computer and TechnologyAMTAmerican Tower$1,957,011$63,094 ▲3.3%10,6700.6%FinanceARISTA NETWORKS INC$1,944,665$1,944,665 ▲New Holding17,5940.6%COM SHSCHENIERE ENERGY INC$1,897,755$113,882 ▲6.4%8,8320.6%COM NEWHPEHewlett Packard Enterprise$1,880,014$293,840 ▲18.5%88,0570.6%Computer and TechnologyRTXRTX$1,841,829$182,841 ▲11.0%15,9160.5%AerospaceARM HOLDINGS PLC$1,792,421$124,347 ▲7.5%14,5300.5%SPONSORED ADSPALANTIR TECHNOLOGIES INC$1,769,364$116,924 ▼-6.2%23,3950.5%CL AFCNCAFirst Citizens BancShares$1,762,282$270,470 ▲18.1%8340.5%FinanceAMGNAmgen$1,758,003$430,574 ▼-19.7%6,7450.5%MedicalNMFCNew Mountain Finance$1,597,035$97,399 ▲6.5%141,8330.5%FinanceISRGIntuitive Surgical$1,583,105$52,196 ▲3.4%3,0330.5%MedicalVRTXVertex Pharmaceuticals$1,548,382$102,689 ▲7.1%3,8450.5%MedicalMAINMain Street Capital$1,492,713$81,308 ▲5.8%25,4820.4%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,483,661$55,008 ▼-3.6%18,0980.4%ManufacturingDFSDiscover Financial Services$1,466,182$11,086 ▲0.8%8,4640.4%FinanceOHIOmega Healthcare Investors$1,463,463$190,044 ▲14.9%38,6650.4%FinanceNKENIKE$1,462,166$356,329 ▲32.2%19,3230.4%Consumer DiscretionaryGOOGLAlphabet$1,432,401$137,239 ▲10.6%7,5670.4%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,407,899$2,496 ▼-0.2%15,2290.4%ETFXOMExxon Mobil$1,404,662$33,455 ▲2.4%13,0580.4%Oils/EnergyABRArbor Realty Trust$1,390,573$65,054 ▲4.9%100,4020.4%FinanceNXPINXP Semiconductors$1,340,902$31,387 ▲2.4%6,4510.4%Computer and TechnologyTRMDTORM$1,295,888$267,553 ▲26.0%66,6270.4%TransportationNOGNorthern Oil and Gas$1,269,345$106,017 ▲9.1%34,1590.4%Oils/EnergyEEMiShares MSCI Emerging Markets ETF$1,243,200$64,864 ▲5.5%29,7270.4%FinanceDBAInvesco DB Agriculture Fund$1,203,038$1,203,038 ▲New Holding45,2440.4%FinanceIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,183,528$391,439 ▲49.4%53,3200.4%ManufacturingEAElectronic Arts$1,164,916$60,418 ▲5.5%7,9630.3%Consumer DiscretionaryABTAbbott Laboratories$1,154,144$35,289 ▲3.2%10,2040.3%MedicalARCCAres Capital$1,130,942$779,937 ▼-40.8%51,6650.3%FinanceWTMWhite Mountains Insurance Group$1,130,080$97,253 ▲9.4%5810.3%FinanceRYRoyal Bank of Canada$1,129,474$103,041 ▲10.0%9,3720.3%FinanceCWBSPDR Bloomberg Convertible Securities ETF$1,124,162$2,838,873 ▼-71.6%14,4330.3%ETFJEPIJPMorgan Equity Premium Income ETF$1,120,929$635,830 ▼-36.2%19,4840.3%ETFSHOPShopify$1,120,718$422,130 ▲60.4%10,5400.3%Computer and TechnologyDBPInvesco DB Precious Metals Fund$1,112,634$1,112,634 ▲New Holding18,3210.3%FinanceEPREPR Properties$1,087,151$79,969 ▲7.9%24,5520.3%FinanceCVXChevron$1,069,305$11,442 ▲1.1%7,3830.3%Oils/EnergyCDNSCadence Design Systems$1,059,422$88,035 ▲9.1%3,5260.3%Computer and TechnologyPERMIAN RESOURCES CORP$1,055,390$43,011 ▲4.2%73,3930.3%CLASS A COMOGEOGE Energy$968,774$38,569 ▲4.1%23,4850.3%UtilitiesCNXCNX Resources$966,658$71,947 ▲8.0%26,3610.3%Oils/EnergyCMGChipotle Mexican Grill$920,057$290,405 ▲46.1%15,2580.3%Retail/WholesaleSNPSSynopsys$861,999$64,067 ▲8.0%1,7760.3%Computer and TechnologyShowing 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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