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CIK: 0001730575
Total reported value
$510.3M
$510.3M
154 檔
15.9%
During the Q3 2024 filing period, Midwest Professional Planners, LTD. (CIK: 0001730575) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $510.3M across 154 reported positions.
During Q3 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 | 14.52% | +0.21% | -9.57% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.01% | -0.15% | +3.16% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | -0.18% | +972.54% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.87% | -0.22% | +2.32% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.86% | -0.31% | +5.89% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.04% | +20.93% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.22% | +6.47% | |
| 8 | MCO | Moody's CORP | Stock-Financials | 1.74% | -0.17% | +4.80% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.70% | +0.73% | +0.53% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 1.67% | -0.02% | +4.66% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | -0.22% | +2.18% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.58% | -0.41% | +5.67% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.51% | +1.31% | +4.16% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.46% | -0.16% | +2.19% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.35% | -0.90% | +1.64% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.27% | -0.32% | +7.07% | |
| 17 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.26% | — | +5.94% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.25% | -0.05% | -42.50% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.22% | -0.45% | +5.31% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.19% | -0.04% | +234.37% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.09% | -0.13% | +10.97% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.16% | +15.62% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.00% | +0.23% | +7.33% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.00% | +0.07% | +1.02% | |
| 25 | COF | Capital One Financial CORP | Stock-Financials | 0.97% | -0.24% | +6.57% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.96% | -0.03% | +8.52% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.95% | — | +0.35% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 0.95% | -0.15% | +1.82% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +1.78% | -8.05% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | -0.01% | +7.87% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | — | +0.45% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.85% | -0.76% | EXIT | |
| 33 | IDU | Ishares US Utilities ETF | ETF-Other | 0.84% | — | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | — | -6.26% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | -0.02% | -4.59% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.83% | -0.03% | +4.09% | |
| 37 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.82% | — | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.01% | +6.14% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.79% | -1.58% | +13.72% | |
| 40 | OSK | Oshkosh CORP | Stock-Industrials | 0.76% | -0.09% | +6.45% | |
| 41 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.74% | -0.26% | +3.83% | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.73% | -0.31% | EXIT | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.72% | — | +61.21% | |
| 44 | PSA | Public Storage | Stock-Real Estate | 0.71% | +0.07% | +2.79% | |
| 45 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.69% | -0.01% | +8.00% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.68% | +0.01% | +7.44% | |
| 47 | FISV | Fiserv Inc | Stock-Other | 0.67% | — | +3.28% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | -0.10% | +26.83% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.65% | +0.01% | +2.97% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.62% | -0.03% | +9.26% |
According to official SEC Form 13F filings, Midwest Professional Planners, LTD. reported a total U.S. public equity portfolio value of $510.3M across 154 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AVGO) accounted for 15.9% of total reported equity market value during Q3 2024.
During Q3 2024, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (14.5%)、NVDA (4.0%)、AVGO (2.5%). The largest single position, SPY, represented 14.5% of total portfolio value.
In Q3 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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