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CIK: 0001730575
Total reported value
$510.3M
$510.3M
147 檔
14.5%
The Q1 2024 SEC filing reveals that Midwest Professional Planners, LTD. held a total portfolio value of $510.3M, covering 147 public equity positions.
During Q1 2024, Midwest Professional Planners, LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.33% | +0.21% | -14.25% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.55% | -0.15% | -29.89% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.67% | -0.16% | +4.32% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.33% | -0.90% | -2.26% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | -0.18% | -9.41% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.85% | +0.73% | +392.85% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.22% | -4.63% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.22% | +34.57% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 1.73% | -0.02% | -4.54% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 1.67% | +1.31% | -20.06% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.65% | -0.31% | -5.98% | |
| 12 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.64% | — | -17.15% | |
| 13 | MCO | Moody's CORP | Stock-Financials | 1.57% | -0.17% | -21.67% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.44% | -0.05% | -6.95% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.42% | -0.32% | +17.66% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.37% | +1.78% | +32.59% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.31% | -0.41% | +4.04% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.30% | -0.04% | +288.31% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.04% | -19.49% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.13% | -0.01% | +7.45% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.10% | -0.15% | -8.50% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.09% | +0.07% | +8.75% | |
| 23 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.07% | -0.45% | -6.12% | |
| 24 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.06% | -0.01% | — | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.05% | -0.22% | +3.54% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.01% | — | -1.11% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.98% | — | -8.34% | |
| 28 | OSK | Oshkosh CORP | Stock-Industrials | 0.98% | -0.09% | -8.00% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.96% | — | -12.70% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.96% | — | — | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.95% | — | -9.44% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.93% | -0.01% | — | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 0.93% | +0.23% | +14.57% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.93% | -0.24% | +52.30% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -1.58% | +367.10% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.01% | +19.44% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.88% | — | -3.12% | |
| 38 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.82% | +0.30% | +23.68% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.03% | -1.83% | |
| 40 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.78% | -0.26% | -19.27% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.13% | -7.17% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.16% | +15.16% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.72% | — | +3.97% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.71% | -0.03% | +260.76% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.09% | -0.57% | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.65% | — | -23.03% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.65% | -0.03% | +97.06% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.64% | -0.31% | EXIT | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.64% | +0.01% | +4.35% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.14% | -1.20% |
According to official SEC Form 13F filings, Midwest Professional Planners, LTD. reported a total U.S. public equity portfolio value of $510.3M across 147 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AGG) accounted for 14.5% of total reported equity market value during Q1 2024.
During Q1 2024, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (15.3%)、NVDA (3.5%)、AGG (2.7%). The largest single position, SPY, represented 15.3% of total portfolio value.
In Q1 2024, Midwest Professional Planners, LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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