Midwest Professional Planners, LTD.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Midwest Professional Planners, LTD. reported 147 stock positions worth $299.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 16.6% of the portfolio, followed by Nvidia (NVDA, 4.3%) and Broadcom (AVGO, 2.4%). Compared with Q1 2024, it opened 7 new positions, sold out of 7, added to 96 and reduced 38. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +10%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001730575
- Portfolio Value
- $299.2M (Q2 2024)
- SEC Filing
- 0001104659-24-086172 ↗ filed Aug 6, 2024
Holdings Value
Holdings 147 stocks · $299.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 16.64% | 91,510 | $49.8M | Add +9.6% |
| NVDA Nvidia Corp. | 4.32% | 104,656 | $12.9M | Reduce -6.5% |
| AVGO Broadcom Inc. | 2.38% | 4,428 | $7.1M | Add +2.2% |
| IWV iShares Russell 3000 ETF | 2.24% | 21,739 | $6.7M | Add +58.7% |
| IEI iShares 3-7 Year Treasury Bo | 1.93% | 49,955 | $5.8M | Add +92.9% |
| MSFT Microsoft Corp. | 1.86% | 12,462 | $5.6M | Add +5.9% |
| AMAT Applied Materials Inc. | 1.85% | 23,453 | $5.5M | Add +1.5% |
| COST Costco Wholesale Corp. | 1.84% | 6,467 | $5.5M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 1.73% | 88,591 | $5.2M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 1.71% | 25,234 | $5.1M | Reduce -0.8% |
| LRCX Lam Research Corp. | 1.70% | 4,778 | $5.1M | Reduce -0.4% |
| ETN Eaton Corp. PLC | 1.65% | 15,731 | $4.9M | Reduce -0.1% |
| MCO Moody's Corp. | 1.61% | 11,470 | $4.8M | Add +1.0% |
| AGG iShares Core U.S. Aggregate | 1.50% | 46,294 | $4.5M | Reduce -40.4% |
| AAPL Apple Inc. | 1.49% | 21,229 | $4.5M | Add +10.9% |
| EFA iShares MSCI Eafe ETF | 1.36% | 51,942 | $4.1M | Reduce -37.6% |
| LMT Lockheed Martin Corp. | 1.31% | 8,373 | $3.9M | Add +1.9% |
| CRM Salesforce Inc. | 1.22% | 14,207 | $3.7M | Add +5.9% |
| BSX Boston Scientific Corp. | 1.16% | 45,230 | $3.5M | Add +1.1% |
| AMD Advanced Micro Devices | 1.11% | 20,499 | $3.3M | Reduce -5.2% |
| WM Waste Management Inc. | 1.05% | 14,718 | $3.1M | Reduce -0.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.01% | 50,934 | $3.0M | Add +1.6% |
| UNP Union Pacific Corp. | 0.99% | 13,125 | $3.0M | Add +3.7% |
| EW Edwards Lifesciences Corp. | 0.98% | 31,890 | $2.9M | Add +0.8% |
| XLK SS Technology Select Sector | 0.97% | 12,822 | $2.9M | New |
| IWF iShares Russell 1000 Growth | 0.94% | 7,743 | $2.8M | Reduce -5.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.93% | 5,812 | $2.8M | New |
| COF Capital One Financial Corp. | 0.92% | 19,931 | $2.8M | Add +12.3% |
| IWP iShares Russell Mid-Cap Grow | 0.90% | 24,331 | $2.7M | Add +2.4% |
| ORCL Oracle Corp. | 0.89% | 18,797 | $2.7M | Add +8.5% |
| CMI Cummins Inc. | 0.87% | 9,419 | $2.6M | Add +4.8% |
| NXPI NXP Semiconductors NV | 0.87% | 9,645 | $2.6M | Add +2.5% |
| OSK Oshkosh Corp. | 0.85% | 23,426 | $2.5M | Add +4.5% |
| AMGN Amgen Inc. | 0.84% | 8,067 | $2.5M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.84% | 23,553 | $2.5M | Add +3.6% |
| META Meta Platforms Inc. Class A | 0.84% | 4,969 | $2.5M | Add +13.0% |
| V Visa Inc. Class A | 0.84% | 9,541 | $2.5M | Add +5.0% |
| AXP American Express Co. | 0.82% | 10,628 | $2.5M | Add +20.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.76% | 20,461 | $2.3M | Reduce -13.7% |
| ABBV Abbvie Inc. | 0.71% | 12,338 | $2.1M | Reduce -30.3% |
| ADI Analog Devices Inc. | 0.68% | 8,976 | $2.0M | Reduce -2.2% |
| ARM Arm Holdings PLC-ADR | 0.66% | 11,982 | $2.0M | Add +11.0% |
| NOC Northrop Grumman Corp. | 0.65% | 4,438 | $1.9M | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.63% | 4,164 | $1.9M | Add +5.3% |
| AMT American Tower Corp. | 0.63% | 9,632 | $1.9M | Add +3.6% |
| PSA Public Storage | 0.60% | 6,203 | $1.8M | Add +2.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.59% | 15,193 | $1.8M | Add +7.0% |
| FISV Fiserv Inc. | 0.58% | 11,736 | $1.7M | Add +1.4% |
| TRMD Torm PLC-A | 0.58% | 44,917 | $1.7M | Add +9.2% |
| ARCC Ares Capital Corp. | 0.56% | 80,842 | $1.7M | Add +13.1% |
| GOOG Alphabet Inc. Class C | 0.54% | 8,852 | $1.6M | Add +14.4% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 28,265 | $1.6M | Add +13.3% |
| NSC Norfolk Southern Corp. | 0.53% | 7,449 | $1.6M | Add +2.9% |
| PAYX Paychex Inc. | 0.53% | 13,476 | $1.6M | Add +0.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.51% | 3,271 | $1.5M | Add +6.9% |
| MA Mastercard Inc. Class A | 0.51% | 3,437 | $1.5M | Add +33.7% |
| XOM Exxon Mobil Corp. | 0.51% | 13,171 | $1.5M | Reduce -13.8% |
| NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP | 0.50% | 123,297 | $1.5M | Add +13.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.50% | 18,330 | $1.5M | Reduce -3.9% |
| GPC Genuine Parts Co. | 0.50% | 10,787 | $1.5M | Add +0.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.49% | 62,693 | $1.5M | Add +59.8% |
| AMZN Amazon.com Inc. | 0.49% | 7,513 | $1.5M | Add +8.4% |
| SWKS Skyworks Solutions Inc. | 0.48% | 13,542 | $1.4M | Add +5.0% |
| BLK BlackRock Finance Inc. | 0.47% | 1,787 | $1.4M | Add +8.2% |
| LNG Cheniere Energy Inc. | 0.47% | 7,990 | $1.4M | Reduce -0.1% |
| IEF iShares 7-10 Year Treasury B | 0.46% | 14,819 | $1.4M | Reduce -2.7% |
| RTX RTX Corp. | 0.45% | 13,270 | $1.3M | Add +121.7% |
| EPR Epr Properties filed as EPR PPTYS | 0.44% | 31,303 | $1.3M | Add +2.8% |
| HPE Hewlett Packard Enterprise | 0.43% | 60,113 | $1.3M | Add +16.8% |
| ABR Arbor Realty Trust Inc. | 0.42% | 87,363 | $1.3M | Add +127.6% |
| CVX Chevron Corp. | 0.41% | 7,818 | $1.2M | Reduce -34.6% |
| EEM iShares MSCI Emerging Market | 0.39% | 27,241 | $1.2M | Reduce -69.8% |
| ISRG Intuitive Surgical Inc. | 0.38% | 2,589 | $1.2M | Add +12.2% |
| GOOGL Alphabet Inc. Class A | 0.38% | 6,178 | $1.1M | Add +10.4% |
| CWB SS SPDR BB Conv Sec ETF | 0.37% | 15,217 | $1.1M | Reduce -5.0% |
| PR Permian Resources Corp. Class A | 0.36% | 66,917 | $1.1M | Add +12.8% |
| DFS Discover Financial Services | 0.36% | 8,157 | $1.1M | Reduce -1.1% |
| NOG Northern Oil and Gas Inc. | 0.35% | 28,433 | $1.1M | Add +15.8% |
| OHI Omega Healthcare Investors | 0.34% | 29,829 | $1.0M | Add +2.2% |
| PEP Pepsico Inc. | 0.34% | 6,131 | $1.0M | Reduce -22.5% |
| FCNCA First Citizens Bcshs Class A | 0.33% | 587 | $988K | Add +57.0% |
| ABT Abbott Laboratories | 0.33% | 9,473 | $984K | Add +1.2% |
| MU Micron Technology Inc. | 0.33% | 7,484 | $984K | Add +9.5% |
| EA Electronic Arts Inc. | 0.32% | 6,942 | $967K | Add +2.9% |
| VLO Valero Energy Corp. | 0.32% | 6,141 | $963K | Add +3.3% |
| OGE Oge Energy Corp. | 0.30% | 25,343 | $905K | Reduce -30.8% |
| NKE Nike Inc. Class B | 0.30% | 11,900 | $897K | Add +1.7% |
| ANET Arista Networks Inc. | 0.30% | 2,556 | $896K | Add +20.3% |
| MPC Marathon Petroleum Corp. | 0.29% | 5,058 | $877K | Add +65.3% |
| MAIN Main Street Capital Corp. | 0.29% | 16,988 | $858K | Add +38.3% |
| INTC Intel Corp. | 0.29% | 27,678 | $857K | Reduce -40.4% |
| EOG EOG Resources Inc. | 0.28% | 6,731 | $847K | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.27% | 17,180 | $816K | Reduce -1.3% |
| FLOT iShares Floating Rate Bond E | 0.27% | 15,814 | $808K | Reduce -4.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 7,211 | $772K | Reduce -4.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.26% | 34,074 | $772K | Add +246.6% |
| APA Apa Corp. | 0.26% | 26,000 | $765K | Add +5.0% |
| IBTE iShares Ibonds Dec 2024 Term | 0.25% | 31,391 | $753K | Add +91.8% |
| RY Royal Bank of Canada | 0.23% | 6,471 | $688K | Reduce -4.4% |
| KMB Kimberly-Clark Corp. | 0.21% | 4,614 | $638K | Add +1.9% |
Portfolio Sells Q1 2024 → Q2 2024
| AGG iShares Core U.S. Aggregate | Reduce -40.4% | 1.50% | −1.17 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.98 |
| EFA iShares MSCI Eafe ETF | Reduce -37.6% | 1.36% | −0.97 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.96 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.93 |
| EEM iShares MSCI Emerging Market | Reduce -69.8% | 0.39% | −0.91 |
| INTC Intel Corp. | Reduce -40.4% | 0.29% | −0.43 |
| ABBV Abbvie Inc. | Reduce -30.3% | 0.71% | −0.42 |
| AMD Advanced Micro Devices | Reduce -5.2% | 1.11% | −0.26 |
| CVX Chevron Corp. | Reduce -34.6% | 0.41% | −0.25 |
| MCHP Microchip Technology Inc. | Reduce -47.2% | 0.18% | −0.17 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -13.7% | 0.76% | −0.16 |
| PLD Prologis Inc. | Reduce -40.9% | 0.15% | −0.16 |
| PEP Pepsico Inc. | Reduce -22.5% | 0.34% | −0.15 |
| OGE Oge Energy Corp. | Reduce -30.8% | 0.30% | −0.14 |
| NOC Northrop Grumman Corp. | Reduce -4.4% | 0.65% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -13.8% | 0.51% | −0.12 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.11 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Sold out | 0.00% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 1.71% | −0.08 |
| ETN Eaton Corp. PLC | Reduce -0.1% | 1.65% | −0.08 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.07 |
| WM Waste Management Inc. | Reduce -0.1% | 1.05% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.9% | 0.50% | −0.05 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -5.0% | 0.37% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -2.7% | 0.46% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -1.3% | 0.27% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.4% | 0.26% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -4.2% | 0.27% | −0.03 |
| XEL Xcel Energy Inc. | Reduce -7.7% | 0.16% | −0.02 |
| DFS Discover Financial Services | Reduce -1.1% | 0.36% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -5.0% | 0.94% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.3% | 0.14% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Reduce -4.8% | 0.16% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -5.4% | 0.13% | −0.02 |
| CTVA Corteva Inc. | Reduce -5.4% | 0.07% | −0.01 |
| ES Eversource Energy | Reduce -0.2% | 0.11% | −0.01 |
| RY Royal Bank of Canada | Reduce -4.4% | 0.23% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -9.5% | 0.08% | −0.01 |
| LNG Cheniere Energy Inc. | Reduce -0.1% | 0.47% | +0.01 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.84% | +0.04 |
| ADI Analog Devices Inc. | Reduce -2.2% | 0.68% | +0.05 |
| LRCX Lam Research Corp. | Reduce -0.4% | 1.70% | +0.07 |
| NVDA Nvidia Corp. | Reduce -6.5% | 4.32% | +0.77 |
Portfolio Buys Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.6% | 16.64% | +1.32 |
| XLK SS Technology Select Sector | New | 0.97% | +0.97 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.93% | +0.93 |
| IEI iShares 3-7 Year Treasury Bo | Add +92.9% | 1.93% | +0.88 |
| IWV iShares Russell 3000 ETF | Add +58.7% | 2.24% | +0.80 |
| AVGO Broadcom Inc. | Add +2.2% | 2.38% | +0.36 |
| AAPL Apple Inc. | Add +10.9% | 1.49% | +0.34 |
| ABR Arbor Realty Trust Inc. | Add +127.6% | 0.42% | +0.24 |
| RTX RTX Corp. | Add +121.7% | 0.45% | +0.24 |
| MRNA Moderna Inc. | New | 0.19% | +0.19 |
| COST Costco Wholesale Corp. | Add +0.5% | 1.84% | +0.18 |
| ARM Arm Holdings PLC-ADR | Add +11.0% | 0.66% | +0.18 |
| IBTG iShares Ibonds Dec 2026 Term | Add +246.6% | 0.26% | +0.18 |
| AMAT Applied Materials Inc. | Add +1.5% | 1.85% | +0.18 |
| IBTF iShares Ibonds Dec 2025 Term | Add +59.8% | 0.49% | +0.17 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.16% | +0.16 |
| DELL Dell Technologies -C | New | 0.15% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +14.4% | 0.54% | +0.13 |
| MSFT Microsoft Corp. | Add +5.9% | 1.86% | +0.13 |
| ORCL Oracle Corp. | Add +8.5% | 0.89% | +0.12 |
| WTM White Mountains Insurance GP | New | 0.12% | +0.12 |
| AXP American Express Co. | Add +20.3% | 0.82% | +0.12 |
| FCNCA First Citizens Bcshs Class A | Add +57.0% | 0.33% | +0.12 |
| IBTE iShares Ibonds Dec 2024 Term | Add +91.8% | 0.25% | +0.11 |
| HPE Hewlett Packard Enterprise | Add +16.8% | 0.43% | +0.11 |
| CNX CNX Resources Corp. | Add +135.5% | 0.18% | +0.10 |
| BSX Boston Scientific Corp. | Add +1.1% | 1.16% | +0.09 |
| META Meta Platforms Inc. Class A | Add +13.0% | 0.84% | +0.09 |
| ANET Arista Networks Inc. | Add +20.3% | 0.30% | +0.08 |
| MAIN Main Street Capital Corp. | Add +38.3% | 0.29% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +10.4% | 0.38% | +0.08 |
| TRMD Torm PLC-A | Add +9.2% | 0.58% | +0.08 |
| MPC Marathon Petroleum Corp. | Add +65.3% | 0.29% | +0.08 |
| CMG Chipotle Mexican Grill Inc. | New | 0.08% | +0.08 |
| MA Mastercard Inc. Class A | Add +33.7% | 0.51% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +6.9% | 0.51% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +12.2% | 0.38% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +5.3% | 0.63% | +0.05 |
| NXPI NXP Semiconductors NV | Add +2.5% | 0.87% | +0.05 |
| MCO Moody's Corp. | Add +1.0% | 1.61% | +0.05 |
| AMZN Amazon.com Inc. | Add +8.4% | 0.49% | +0.05 |
| MU Micron Technology Inc. | Add +9.5% | 0.33% | +0.05 |
| DE Deere & Co. | Add +60.6% | 0.15% | +0.04 |
| ARCC Ares Capital Corp. | Add +13.1% | 0.56% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +13.3% | 0.54% | +0.03 |
| ADBE Adobe Inc. | Add +7.1% | 0.19% | +0.02 |
| NMFC New Mountain Finance Corp. | Add +13.3% | 0.50% | +0.02 |
| TXN Texas Instruments Inc. | Add +6.6% | 0.15% | +0.02 |
| TSLA Tesla Inc. | Add +4.7% | 0.16% | +0.02 |
| OHI Omega Healthcare Investors | Add +2.2% | 0.34% | +0.02 |
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 |