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CIK: 0001730575
Total reported value
$510.3M
$510.3M
152 檔
15.2%
According to the latest 13F quarterly dataset, Midwest Professional Planners, LTD. managed an equity portfolio of $510.3M at the end of Q4 2024, spanning 152 distinct U.S. exchange-listed positions.
During Q4 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 | 12.10% | +0.21% | -16.47% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.85% | -0.15% | -10.99% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.39% | -0.18% | +3.09% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.93% | -0.31% | +2.77% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.22% | +0.66% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.04% | -7.26% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.75% | -0.22% | -1.01% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.22% | +3.91% | |
| 9 | MCO | Moody's CORP | Stock-Financials | 1.73% | -0.17% | +1.65% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 1.67% | -0.02% | +2.41% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.64% | +0.73% | -1.10% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.57% | -0.32% | +3.23% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.51% | — | +85.80% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.38% | -0.16% | +1.07% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.32% | -0.41% | +3.02% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.25% | -0.90% | +4.57% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.24% | -0.05% | -0.29% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.24% | -0.45% | -2.24% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.20% | +1.31% | +0.82% | |
| 20 | COF | Capital One Financial CORP | Stock-Financials | 1.19% | -0.24% | +5.57% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.13% | +0.23% | +7.19% | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 1.12% | +1.22% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.16% | +11.52% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.13% | +7.15% | |
| 25 | AXP | American Express Co | Stock-Financials | 1.09% | -0.03% | +6.36% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.06% | — | +51.05% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | -0.01% | +8.95% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 0.91% | -0.15% | +1.17% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.91% | +0.07% | +1.05% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | +0.01% | +16.36% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.86% | — | +2.10% | |
| 32 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.86% | -0.20% | +68.28% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.84% | -1.58% | +9.44% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.10% | +19.82% | |
| 35 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.81% | -0.01% | +6.80% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | — | -6.60% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.81% | -0.76% | EXIT | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | -0.02% | -5.41% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | — | — | |
| 40 | FISV | Fiserv Inc | Stock-Other | 0.77% | — | +3.78% | |
| 41 | IDU | Ishares US Utilities ETF | ETF-Other | 0.76% | — | -2.11% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.75% | — | +3.32% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.75% | -0.01% | — | |
| 44 | OSK | Oshkosh CORP | Stock-Industrials | 0.75% | -0.09% | +5.29% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.74% | -0.09% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.02% | +6.92% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | -0.01% | +3.81% | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.66% | -0.26% | +2.41% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.03% | +8.84% | |
| 50 | PAYX | Paychex Inc | Stock-Tech | 0.63% | -0.37% | +7.16% |
According to official SEC Form 13F filings, Midwest Professional Planners, LTD. reported a total U.S. public equity portfolio value of $510.3M across 152 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AVGO) accounted for 15.2% of total reported equity market value during Q4 2024.
During Q4 2024, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (12.1%)、NVDA (3.9%)、AVGO (3.4%). The largest single position, SPY, represented 12.1% of total portfolio value.
In Q4 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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