Midwest Professional Planners, LTD.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Midwest Professional Planners, LTD. reported 147 stock positions worth $285.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 15.3% of the portfolio, followed by Nvidia (NVDA, 3.5%) and iShares Core U.S. Aggregate (AGG, 2.7%). Compared with Q4 2023, it opened 26 new positions, sold out of 8, added to 67 and reduced 50. The biggest buy was a new position in Edwards Lifesciences (EW) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001730575
- Portfolio Value
- $285.1M (Q1 2024)
- SEC Filing
- 0001104659-24-059176 ↗ filed May 9, 2024
Holdings Value
Holdings 147 stocks · $285.1M
| SPY SS SPDR S&P 500 ETF Trust-US | 15.33% | 83,520 | $43.7M | Reduce -14.3% |
| NVDA Nvidia Corp. | 3.55% | 11,197 | $10.1M | Reduce -29.9% |
| AGG iShares Core U.S. Aggregate | 2.67% | 77,656 | $7.6M | Add +4.3% |
| EFA iShares MSCI Eafe ETF | 2.33% | 83,260 | $6.6M | Reduce -2.3% |
| AVGO Broadcom Inc. | 2.02% | 4,334 | $5.7M | Reduce -9.4% |
| IJH iShares Core S&P Midcap ETF | 1.85% | 87,038 | $5.3M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 1.79% | 25,433 | $5.1M | Reduce -4.6% |
| MSFT Microsoft Corp. | 1.74% | 11,763 | $4.9M | Add +34.6% |
| ETN Eaton Corp. PLC | 1.73% | 15,740 | $4.9M | Reduce -4.5% |
| AMAT Applied Materials Inc. | 1.67% | 23,108 | $4.8M | Reduce -20.1% |
| COST Costco Wholesale Corp. | 1.65% | 6,436 | $4.7M | Reduce -6.0% |
| LRCX Lam Research Corp. | 1.64% | 4,798 | $4.7M | Reduce -17.1% |
| MCO Moody's Corp. | 1.57% | 11,353 | $4.5M | Reduce -21.7% |
| IWV iShares Russell 3000 ETF | 1.44% | 13,696 | $4.1M | Reduce -7.0% |
| CRM Salesforce Inc. | 1.42% | 13,413 | $4.0M | Add +17.7% |
| AMD Advanced Micro Devices | 1.37% | 21,627 | $3.9M | Add +32.6% |
| LMT Lockheed Martin Corp. | 1.31% | 8,214 | $3.7M | Add +4.0% |
| EEM iShares MSCI Emerging Market | 1.30% | 90,174 | $3.7M | Add +288.3% |
| AAPL Apple Inc. | 1.15% | 19,146 | $3.3M | Reduce -19.5% |
| ABBV Abbvie Inc. | 1.13% | 17,700 | $3.2M | Add +7.5% |
| WM Waste Management Inc. | 1.10% | 14,740 | $3.1M | Reduce -8.5% |
| UNP Union Pacific Corp. | 1.09% | 12,657 | $3.1M | Add +8.8% |
| BSX Boston Scientific Corp. | 1.07% | 44,734 | $3.1M | Reduce -6.1% |
| EW Edwards Lifesciences Corp. | 1.06% | 31,630 | $3.0M | New |
| IEI iShares 3-7 Year Treasury Bo | 1.05% | 25,894 | $3.0M | Add +3.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.01% | 50,133 | $2.9M | Reduce -1.1% |
| XLF SS Financial Select Sector | 0.98% | 66,409 | $2.8M | Reduce -8.3% |
| OSK Oshkosh Corp. | 0.98% | 22,414 | $2.8M | Reduce -8.0% |
| IWF iShares Russell 1000 Growth | 0.96% | 8,153 | $2.7M | Reduce -12.7% |
| XLP SS Consumer Staples Sel Sect | 0.96% | 35,851 | $2.7M | New |
| IWP iShares Russell Mid-Cap Grow | 0.95% | 23,757 | $2.7M | Reduce -9.4% |
| IWO iShares Russell 2000 Growth | 0.93% | 9,819 | $2.7M | New |
| CMI Cummins Inc. | 0.93% | 8,986 | $2.6M | Add +14.6% |
| COF Capital One Financial Corp. | 0.93% | 17,742 | $2.6M | Add +52.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.92% | 23,696 | $2.6M | Add +367.1% |
| V Visa Inc. Class A | 0.89% | 9,086 | $2.5M | Add +19.4% |
| IJR iShares Core S&P Small-Cap E | 0.88% | 22,724 | $2.5M | Reduce -3.1% |
| NXPI NXP Semiconductors NV | 0.82% | 9,413 | $2.3M | Add +23.7% |
| AMGN Amgen Inc. | 0.81% | 8,088 | $2.3M | Reduce -1.8% |
| NOC Northrop Grumman Corp. | 0.78% | 4,643 | $2.2M | Reduce -19.3% |
| ORCL Oracle Corp. | 0.76% | 17,323 | $2.2M | Reduce -7.2% |
| META Meta Platforms Inc. Class A | 0.75% | 4,398 | $2.1M | Add +15.2% |
| INTC Intel Corp. | 0.72% | 46,402 | $2.0M | Add +4.0% |
| AXP American Express Co. | 0.71% | 8,835 | $2.0M | Add +260.8% |
| CVX Chevron Corp. | 0.66% | 11,958 | $1.9M | Reduce -0.6% |
| FISV Fiserv Inc. | 0.65% | 11,571 | $1.8M | Reduce -23.0% |
| NSC Norfolk Southern Corp. | 0.65% | 7,238 | $1.8M | Add +97.1% |
| AMT American Tower Corp. | 0.64% | 9,293 | $1.8M | Add +20.4% |
| ADI Analog Devices Inc. | 0.64% | 9,180 | $1.8M | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.62% | 15,270 | $1.8M | Reduce -1.2% |
| PSA Public Storage | 0.62% | 6,069 | $1.8M | Add +5.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.61% | 14,199 | $1.7M | Add +77.6% |
| GPC Genuine Parts Co. | 0.58% | 10,723 | $1.7M | Add +12.7% |
| GS Goldman Sachs Group Inc. | 0.58% | 3,953 | $1.7M | Add +35.0% |
| PAYX Paychex Inc. | 0.58% | 13,390 | $1.6M | Reduce -10.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.55% | 19,071 | $1.6M | Reduce -0.4% |
| ARCC Ares Capital Corp. | 0.52% | 71,469 | $1.5M | Add +24.7% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 24,955 | $1.4M | Add +24.8% |
| IEF iShares 7-10 Year Treasury B | 0.51% | 15,231 | $1.4M | Add +5.7% |
| TRMD Torm PLC-A | 0.50% | 41,123 | $1.4M | New |
| SWKS Skyworks Solutions Inc. | 0.49% | 12,900 | $1.4M | Reduce -11.9% |
| PEP Pepsico Inc. | 0.49% | 7,907 | $1.4M | Reduce -8.9% |
| NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP | 0.48% | 108,830 | $1.4M | Add +24.6% |
| BLK BlackRock Finance Inc. | 0.48% | 1,651 | $1.4M | Add +9.3% |
| ARM Arm Holdings PLC-ADR | 0.47% | 10,792 | $1.3M | Add +13.6% |
| EPR Epr Properties filed as EPR PPTYS | 0.45% | 30,442 | $1.3M | Add +27.1% |
| LNG Cheniere Energy Inc. | 0.45% | 7,994 | $1.3M | Reduce -3.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.45% | 3,059 | $1.3M | Add +13.2% |
| OGE Oge Energy Corp. | 0.44% | 36,629 | $1.3M | Add +22.6% |
| AMZN Amazon.com Inc. | 0.44% | 6,928 | $1.2M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 0.43% | 2,570 | $1.2M | Add +265.1% |
| GOOG Alphabet Inc. Class C | 0.41% | 7,737 | $1.2M | Add +66.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.41% | 16,021 | $1.2M | Reduce -1.0% |
| NKE Nike Inc. Class B | 0.39% | 11,703 | $1.1M | Reduce -34.6% |
| DFS Discover Financial Services | 0.38% | 8,244 | $1.1M | Add +167.1% |
| ABT Abbott Laboratories | 0.37% | 9,359 | $1.1M | Reduce -2.4% |
| PR Permian Resources Corp. Class A | 0.37% | 59,345 | $1.0M | New |
| VLO Valero Energy Corp. | 0.36% | 5,944 | $1.0M | New |
| MCHP Microchip Technology Inc. | 0.35% | 11,066 | $993K | New |
| NOG Northern Oil and Gas Inc. | 0.34% | 24,557 | $974K | New |
| OHI Omega Healthcare Investors | 0.32% | 29,197 | $925K | Add +29.9% |
| ISRG Intuitive Surgical Inc. | 0.32% | 2,307 | $921K | Add +8.2% |
| HPE Hewlett Packard Enterprise | 0.32% | 51,477 | $913K | Add +9.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.32% | 39,228 | $911K | New |
| PLD Prologis Inc. | 0.31% | 6,882 | $896K | Reduce -3.6% |
| EA Electronic Arts Inc. | 0.31% | 6,745 | $895K | Add +2.8% |
| CSCO Cisco Systems Inc. | 0.30% | 17,410 | $869K | Add +31.0% |
| APA Apa Corp. | 0.30% | 24,773 | $852K | New |
| GOOGL Alphabet Inc. Class A | 0.30% | 5,598 | $845K | Add +42.8% |
| FLOT iShares Floating Rate Bond E | 0.30% | 16,514 | $843K | Add +2.2% |
| EOG EOG Resources Inc. | 0.29% | 6,559 | $838K | Add +44.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.29% | 7,542 | $821K | Add +0.3% |
| MU Micron Technology Inc. | 0.28% | 6,834 | $806K | Add +2.9% |
| RY Royal Bank of Canada | 0.24% | 6,769 | $683K | Reduce -29.3% |
| MPC Marathon Petroleum Corp. | 0.22% | 3,059 | $616K | New |
| ANET Arista Networks Inc. | 0.22% | 2,125 | $616K | Add +36.4% |
| FCNCA First Citizens Bcshs Class A | 0.21% | 374 | $611K | New |
| OXY Occidental Petroleum Corp. | 0.21% | 9,015 | $586K | New |
| KMB Kimberly-Clark Corp. | 0.21% | 4,529 | $586K | Reduce -37.9% |
| RTX RTX Corp. | 0.20% | 5,986 | $584K | New |
Portfolio Sells Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.3% | 15.33% | −3.13 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.12 |
| INVESCO QQQ TR | Sold out | 0.00% | −1.09 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −1.08 |
| EDWARDS LIFESCIENCES CORP | Sold out | 0.00% | −0.98 |
| MCO Moody's Corp. | Reduce -21.7% | 1.57% | −0.69 |
| AAPL Apple Inc. | Reduce -19.5% | 1.15% | −0.67 |
| NKE Nike Inc. Class B | Reduce -34.6% | 0.39% | −0.39 |
| NOC Northrop Grumman Corp. | Reduce -19.3% | 0.78% | −0.29 |
| CMCSA Comcast Corp. Class A | Reduce -63.7% | 0.11% | −0.23 |
| EFA iShares MSCI Eafe ETF | Reduce -2.3% | 2.33% | −0.23 |
| RTX CORPORATION | Sold out | 0.00% | −0.20 |
| AMAT Applied Materials Inc. | Reduce -20.1% | 1.67% | −0.20 |
| LRCX Lam Research Corp. | Reduce -17.1% | 1.64% | −0.17 |
| SWKS Skyworks Solutions Inc. | Reduce -11.9% | 0.49% | −0.17 |
| IWF iShares Russell 1000 Growth | Reduce -12.7% | 0.96% | −0.16 |
| IWV iShares Russell 3000 ETF | Reduce -7.0% | 1.44% | −0.16 |
| KMB Kimberly-Clark Corp. | Reduce -37.9% | 0.21% | −0.15 |
| FISV Fiserv Inc. | Reduce -23.0% | 0.65% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -6.0% | 1.65% | −0.15 |
| RY Royal Bank of Canada | Reduce -29.3% | 0.24% | −0.15 |
| IWP iShares Russell Mid-Cap Grow | Reduce -9.4% | 0.95% | −0.14 |
| AMGN Amgen Inc. | Reduce -1.8% | 0.81% | −0.14 |
| UNIVERSAL HEALTH RLTY INCOME | Sold out | 0.00% | −0.14 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.1% | 0.88% | −0.13 |
| PAYX Paychex Inc. | Reduce -10.1% | 0.58% | −0.13 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.11 |
| AVGO Broadcom Inc. | Reduce -9.4% | 2.02% | −0.11 |
| LNG Cheniere Energy Inc. | Reduce -3.2% | 0.45% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -41.3% | 0.14% | −0.11 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -1.1% | 1.01% | −0.11 |
| XLF SS Financial Select Sector | Reduce -8.3% | 0.98% | −0.10 |
| PEP Pepsico Inc. | Reduce -8.9% | 0.49% | −0.10 |
| TSLA Tesla Inc. | Reduce -5.7% | 0.14% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.4% | 1.85% | −0.10 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.4% | 0.55% | −0.08 |
| OSK Oshkosh Corp. | Reduce -8.0% | 0.98% | −0.07 |
| PLD Prologis Inc. | Reduce -3.6% | 0.31% | −0.07 |
| ADBE Adobe Inc. | Reduce -2.8% | 0.17% | −0.06 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -1.0% | 0.41% | −0.05 |
| CVX Chevron Corp. | Reduce -0.6% | 0.66% | −0.05 |
| WM Waste Management Inc. | Reduce -8.5% | 1.10% | −0.05 |
| ABT Abbott Laboratories | Reduce -2.4% | 0.37% | −0.05 |
| CTVA Corteva Inc. | Reduce -38.0% | 0.08% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -6.1% | 1.07% | −0.02 |
| ES Eversource Energy | Reduce -1.2% | 0.12% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 0.15% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.6% | 1.79% | −0.02 |
| ORCL Oracle Corp. | Reduce -7.2% | 0.76% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| EW Edwards Lifesciences Corp. | New | 1.06% | +1.06 |
| XLP SS Consumer Staples Sel Sect | New | 0.96% | +0.96 |
| IWO iShares Russell 2000 Growth | New | 0.93% | +0.93 |
| EEM iShares MSCI Emerging Market | Add +288.3% | 1.30% | +0.93 |
| SHV iShares 0-1 Year Treasury Bo | Add +367.1% | 0.92% | +0.70 |
| AXP American Express Co. | Add +260.8% | 0.71% | +0.52 |
| TRMD Torm PLC-A | New | 0.50% | +0.50 |
| MSFT Microsoft Corp. | Add +34.6% | 1.74% | +0.43 |
| AMD Advanced Micro Devices | Add +32.6% | 1.37% | +0.41 |
| PR Permian Resources Corp. Class A | New | 0.37% | +0.37 |
| VLO Valero Energy Corp. | New | 0.36% | +0.36 |
| MCHP Microchip Technology Inc. | New | 0.35% | +0.35 |
| NOG Northern Oil and Gas Inc. | New | 0.34% | +0.34 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.32% | +0.32 |
| COF Capital One Financial Corp. | Add +52.3% | 0.93% | +0.32 |
| MA Mastercard Inc. Class A | Add +265.1% | 0.43% | +0.31 |
| NSC Norfolk Southern Corp. | Add +97.1% | 0.65% | +0.30 |
| APA Apa Corp. | New | 0.30% | +0.30 |
| TROW T Rowe Price Group Inc. | Add +77.6% | 0.61% | +0.26 |
| DFS Discover Financial Services | Add +167.1% | 0.38% | +0.24 |
| CRM Salesforce Inc. | Add +17.7% | 1.42% | +0.22 |
| MPC Marathon Petroleum Corp. | New | 0.22% | +0.22 |
| FCNCA First Citizens Bcshs Class A | New | 0.21% | +0.21 |
| META Meta Platforms Inc. Class A | Add +15.2% | 0.75% | +0.21 |
| OXY Occidental Petroleum Corp. | New | 0.21% | +0.21 |
| RTX RTX Corp. | New | 0.20% | +0.20 |
| MAIN Main Street Capital Corp. | New | 0.20% | +0.20 |
| ARM Arm Holdings PLC-ADR | Add +13.6% | 0.47% | +0.19 |
| CMI Cummins Inc. | Add +14.6% | 0.93% | +0.18 |
| ABR Arbor Realty Trust Inc. | New | 0.18% | +0.18 |
| PNC PNC Financial Services Group | New | 0.18% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +66.8% | 0.41% | +0.15 |
| INSW International Seaways Inc. | New | 0.14% | +0.14 |
| IBTE iShares Ibonds Dec 2024 Term | New | 0.14% | +0.14 |
| GS Goldman Sachs Group Inc. | Add +35.0% | 0.58% | +0.13 |
| NXPI NXP Semiconductors NV | Add +23.7% | 0.82% | +0.12 |
| ALGN Align Technology Inc. | New | 0.12% | +0.12 |
| UHT Universal Health RLTY Income | New | 0.12% | +0.12 |
| ABBV Abbvie Inc. | Add +7.5% | 1.13% | +0.11 |
| V Visa Inc. Class A | Add +19.4% | 0.89% | +0.10 |
| SWAV Shockwave Medical Inc. | New | 0.10% | +0.10 |
| BXP BXP Inc. | Add +132.9% | 0.19% | +0.09 |
| PFS Provident Financial Services | New | 0.08% | +0.08 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +42.8% | 0.30% | +0.08 |
| CNX CNX Resources Corp. | New | 0.08% | +0.08 |
| EOG EOG Resources Inc. | Add +44.6% | 0.29% | +0.08 |
| UNH Unitedhealth Group Inc. | New | 0.07% | +0.07 |
| ANET Arista Networks Inc. | Add +36.4% | 0.22% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +24.8% | 0.51% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 131 | $510.3M | SPY, AMAT, LRCX, NVDA, AMD |
| Q1 2026 | 137 | $424.5M | SPY, SHV, NVDA, AVGO, EFA |
| Q4 2025 | 142 | $422.2M | SPY, SHV, NVDA, AVGO, LRCX |
| Q3 2025 | 148 | $409.9M | SPY, SHV, NVDA, AVGO, JPM |
| Q2 2025 | 149 | $379.8M | SPY, SHV, NVDA, AVGO, EFA |
| Q1 2025 | 155 | $321.3M | SPY, NVDA, EFA, AVGO, IEI |
| Q4 2024 | 152 | $334.9M | SPY, NVDA, AVGO, COST, JPM |
| Q3 2024 | 154 | $327.1M | SPY, NVDA, AVGO, IEI, COST |
| Q2 2024 | 147 | $299.2M | SPY, NVDA, AVGO, IWV, IEI |
| Q1 2024 | 147 | $285.1M | SPY, NVDA, AGG, EFA, AVGO |