Midwest Professional Planners, LTD.

Name: Midwest Professional Planners, LTD. 13F holdings, Q1 2024
Creator: Midwest Professional Planners, LTD.
Published: 2024-05-09

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

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
MAIN Main Street Capital Corp.	0.20%	12,282	$581K	New
D Dominion Energy Inc.	0.20%	11,712	$576K	Add +63.1%
BXP BXP Inc. filed as BOSTON PROPERTIES INC	0.19%	8,442	$551K	Add +132.9%
RNR Renaissancere Holdings Ltd.	0.19%	2,273	$534K	Add +18.0%
XEL Xcel Energy Inc.	0.18%	9,654	$519K	Add +14.1%
ABR Arbor Realty Trust Inc.	0.18%	38,388	$509K	New
PLTR Palantir Technologies Inc. Class A	0.18%	21,984	$506K	Add +6.3%
IAGG iShares Intl Aggregate Bond	0.18%	10,116	$505K	Add +1.7%
PNC PNC Financial Services Group	0.18%	3,111	$503K	New
ADBE Adobe Inc.	0.17%	958	$483K	Reduce -2.8%
BRK.B Berkshire Hathaway Inc. Class B	0.16%	1,114	$468K	Reduce -0.8%
PG The Procter & Gamble Co.	0.16%	2,815	$457K	Add +6.1%
MUB iShares National Muni Bond E	0.15%	3,934	$423K	Reduce -0.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.15%	5,435	$422K	Reduce -0.0%
IONS Ionis Pharmaceuticals Inc.	0.15%	9,716	$421K	Add +14.1%
ZTS Zoetis Inc.	0.14%	2,424	$410K	Add +11.3%
TMO Thermo Fisher Scientific Inc.	0.14%	702	$408K	Reduce -41.3%
TSLA Tesla Inc.	0.14%	2,281	$401K	Reduce -5.7%
AEP American Electric Power	0.14%	4,610	$397K	Add +12.6%
INSW International Seaways Inc.	0.14%	7,373	$392K	New
IBTE iShares Ibonds Dec 2024 Term	0.14%	16,369	$392K	New
BMI Badger Meter Inc.	0.13%	2,368	$383K	No change
TXN Texas Instruments Inc.	0.13%	2,160	$376K	Add +33.8%
SHOP Shopify Inc. Class A	0.13%	4,842	$374K	Add +31.7%
ALGN Align Technology Inc.	0.12%	1,052	$345K	New
ES Eversource Energy	0.12%	5,732	$343K	Reduce -1.2%
UHT Universal Health RLTY Income	0.12%	9,209	$338K	New
WLK Westlake Corp.	0.12%	2,203	$337K	Add +13.1%
DDOG Datadog Inc. Class A	0.12%	2,707	$335K	Add +13.3%
MNST Monster Beverage Corp.	0.12%	5,583	$331K	Add +37.7%
DE Deere & Co.	0.11%	754	$310K	Add +19.3%
VVV Valvoline Inc.	0.11%	6,935	$309K	Add +18.3%
CMCSA Comcast Corp. Class A	0.11%	7,055	$306K	Reduce -63.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.10%	1,182	$295K	Reduce -5.1%
BNTX Biontech SE-ADR	0.10%	3,177	$293K	Add +7.2%
SWAV Shockwave Medical Inc.	0.10%	875	$285K	New
BA The Boeing Co.	0.09%	1,370	$264K	Add +51.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.09%	1,036	$248K	No change
CTVA Corteva Inc.	0.08%	4,034	$233K	Reduce -38.0%
PFS Provident Financial Services	0.08%	15,509	$226K	New
IBTG iShares Ibonds Dec 2026 Term	0.08%	9,832	$223K	New
CNX CNX Resources Corp.	0.08%	9,351	$222K	New
EXAS Exact Sciences Corp.	0.07%	3,088	$213K	Add +12.3%
WEC WEC Energy Group Inc.	0.07%	2,590	$213K	Reduce -3.7%
UNH Unitedhealth Group Inc.	0.07%	424	$210K	New
NAGE Niagen Bioscience Inc. filed as CHROMADEX CORP	0.03%	20,950	$73K	No change
XTNT Xtant Medical Holdings Inc.	0.01%	35,744	$42K	No change

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