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CIK: 0001730575
Total reported value
$510.3M
$510.3M
155 檔
12.6%
As reported in its official Q1 2025 Form 13F filing, Midwest Professional Planners, LTD.'s tracked investment portfolio stood at $510.3M with 155 total positions.
In Q1 2025, Midwest Professional Planners, LTD. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | 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 | 10.14% | +0.21% | -15.70% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | -0.15% | -15.59% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.70% | -0.90% | +92.61% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.26% | -0.18% | -11.51% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.16% | -0.22% | +16.15% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.03% | -0.31% | -1.78% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.22% | -3.57% | |
| 8 | MCO | Moody's CORP | Stock-Financials | 1.71% | -0.17% | -3.53% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.16% | +14.32% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.66% | -1.58% | +90.01% | |
| 11 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.56% | -0.20% | +73.73% | |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.56% | — | +40.48% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.22% | -5.19% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.47% | +0.73% | -8.28% | |
| 15 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.44% | -0.45% | -1.55% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | -0.02% | -1.29% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.30% | -0.05% | +5.11% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.32% | -4.47% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | -0.01% | +1.77% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.24% | -0.41% | -2.41% | |
| 21 | COF | Capital One Financial CORP | Stock-Financials | 1.23% | -0.24% | -1.94% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.21% | -0.04% | -26.18% | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 1.16% | +1.22% | -1.08% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.16% | -2.54% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 1.10% | +1.31% | -0.75% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.09% | +0.23% | +3.32% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 1.08% | -0.15% | -0.69% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.02% | -0.03% | -0.72% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.98% | +0.07% | -0.07% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.98% | -0.10% | +10.38% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.13% | +0.82% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.95% | +0.01% | +6.88% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.89% | — | -0.07% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.89% | -0.76% | EXIT | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | -0.01% | +0.66% | |
| 36 | IDU | Ishares US Utilities ETF | ETF-Other | 0.88% | — | +4.94% | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.88% | — | +1.33% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.87% | — | +2.64% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.85% | -0.27% | +29.62% | |
| 40 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.84% | -0.01% | +0.69% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.82% | -0.37% | +14.90% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.02% | +1.98% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.78% | — | — | |
| 44 | OSK | Oshkosh CORP | Stock-Industrials | 0.77% | -0.09% | +0.27% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | — | +0.44% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.76% | -0.04% | — | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.74% | -0.26% | -2.18% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.73% | -0.09% | +1.94% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | — | -49.96% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.70% | -0.31% | EXIT |
According to official SEC Form 13F filings, Midwest Professional Planners, LTD. reported a total U.S. public equity portfolio value of $510.3M across 155 disclosed positions in Q1 2025.
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, EFA) accounted for 12.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $32.6M
During Q1 2025, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (10.1%)、NVDA (2.7%)、EFA (2.7%). The largest single position, SPY, represented 10.1% of total portfolio value.
In Q1 2025, Midwest Professional Planners, LTD. made 50 total portfolio adjustments, initiating 50 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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