Midwest Professional Planners, LTD.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Midwest Professional Planners, LTD. reported 155 stock positions worth $321.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.1% of the portfolio, followed by Nvidia (NVDA, 2.7%) and iShares MSCI Eafe ETF (EFA, 2.7%). Compared with Q4 2024, it opened 7 new positions, sold out of 4, added to 77 and reduced 66. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +93%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001730575
- Portfolio Value
- $321.3M (Q1 2025)
- SEC Filing
- 0001104659-25-043940 ↗ filed May 2, 2025
Holdings Value
Holdings 155 stocks · $321.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.14% | 58,271 | $32.6M | Reduce -15.7% |
| NVDA Nvidia Corp. | 2.74% | 81,111 | $8.8M | Reduce -15.6% |
| EFA iShares MSCI Eafe ETF | 2.70% | 106,338 | $8.7M | Add +92.6% |
| AVGO Broadcom Inc. | 2.26% | 43,322 | $7.3M | Reduce -11.5% |
| IEI iShares 3-7 Year Treasury Bo | 2.16% | 58,765 | $6.9M | Add +16.1% |
| COST Costco Wholesale Corp. | 2.03% | 6,913 | $6.5M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 1.91% | 25,027 | $6.1M | Reduce -3.6% |
| MCO Moody's Corp. | 1.71% | 11,788 | $5.5M | Reduce -3.5% |
| AGG iShares Core U.S. Aggregate | 1.68% | 54,658 | $5.4M | Add +14.3% |
| SHV iShares 0-1 Year Treasury Bo | 1.66% | 48,389 | $5.3M | Add +90.0% |
| IBTG iShares Ibonds Dec 2026 Term | 1.56% | 218,626 | $5.0M | Add +73.7% |
| IBTF iShares Ibonds Dec 2025 Term | 1.56% | 214,464 | $5.0M | Add +40.5% |
| MSFT Microsoft Corp. | 1.53% | 13,071 | $4.9M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 1.47% | 80,783 | $4.7M | Reduce -8.3% |
| BSX Boston Scientific Corp. | 1.44% | 45,839 | $4.6M | Reduce -1.6% |
| ETN Eaton Corp. PLC | 1.41% | 16,643 | $4.5M | Reduce -1.3% |
| IWV iShares Russell 3000 ETF | 1.30% | 13,102 | $4.2M | Add +5.1% |
| CRM Salesforce Inc. | 1.25% | 15,000 | $4.0M | Reduce -4.5% |
| V Visa Inc. Class A | 1.24% | 11,412 | $4.0M | Add +1.8% |
| LMT Lockheed Martin Corp. | 1.24% | 8,895 | $4.0M | Reduce -2.4% |
| COF Capital One Financial Corp. | 1.23% | 21,987 | $3.9M | Reduce -1.9% |
| AAPL Apple Inc. | 1.21% | 17,574 | $3.9M | Reduce -26.2% |
| LRCX Lam Research Corp. | 1.16% | 51,493 | $3.7M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 1.12% | 6,244 | $3.6M | Reduce -2.5% |
| AMAT Applied Materials Inc. | 1.10% | 24,444 | $3.5M | Reduce -0.8% |
| CMI Cummins Inc. | 1.09% | 11,196 | $3.5M | Add +3.3% |
| WM Waste Management Inc. | 1.08% | 15,058 | $3.5M | Reduce -0.7% |
| AXP American Express Co. | 1.02% | 12,179 | $3.3M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.98% | 13,389 | $3.2M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.98% | 5,765 | $3.2M | Add +10.4% |
| ORCL Oracle Corp. | 0.98% | 22,535 | $3.2M | Add +0.8% |
| GS Goldman Sachs Group Inc. | 0.95% | 5,564 | $3.0M | Add +6.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.89% | 52,155 | $2.9M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.89% | 9,956 | $2.9M | Reduce -11.1% |
| ABBV Abbvie Inc. | 0.89% | 13,685 | $2.9M | Add +0.7% |
| IDU iShares US Utilities ETF | 0.88% | 27,803 | $2.8M | Add +4.9% |
| FISV Fiserv Inc. | 0.88% | 12,746 | $2.8M | Add +1.3% |
| XLF SS Financial Select Sector | 0.87% | 55,862 | $2.8M | Add +2.6% |
| RTX RTX Corp. | 0.85% | 20,631 | $2.7M | Add +29.6% |
| EW Edwards Lifesciences Corp. | 0.84% | 37,038 | $2.7M | Add +0.7% |
| PAYX Paychex Inc. | 0.82% | 17,182 | $2.7M | Add +14.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 5,349 | $2.5M | Add +2.0% |
| IWP iShares Russell Mid-Cap Grow | 0.78% | 21,245 | $2.5M | New |
| OSK Oshkosh Corp. | 0.77% | 26,327 | $2.5M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.77% | 6,809 | $2.5M | Add +0.4% |
| XLK SS Technology Select Sector | 0.76% | 11,901 | $2.5M | New |
| NOC Northrop Grumman Corp. | 0.74% | 4,616 | $2.4M | Reduce -2.2% |
| BLK BlackRock Inc. | 0.73% | 2,467 | $2.3M | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 0.72% | 21,994 | $2.3M | Reduce -50.0% |
| AMT American Tower Corp. | 0.70% | 10,276 | $2.2M | Reduce -3.7% |
| NSC Norfolk Southern Corp. | 0.67% | 9,083 | $2.2M | Add +1.8% |
| PSA Public Storage | 0.65% | 6,943 | $2.1M | Add +1.1% |
| LNG Cheniere Energy Inc. | 0.64% | 8,919 | $2.1M | Add +1.0% |
| AMGN Amgen Inc. | 0.64% | 6,577 | $2.0M | Reduce -2.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.62% | 88,356 | $2.0M | Add +65.7% |
| ADI Analog Devices Inc. | 0.59% | 9,384 | $1.9M | Add +0.9% |
| AMZN Amazon.com Inc. | 0.58% | 9,771 | $1.9M | Reduce -12.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.54% | 20,989 | $1.7M | Add +16.0% |
| EPR Epr Properties filed as EPR PPTYS | 0.54% | 32,956 | $1.7M | Add +34.2% |
| IEF iShares 7-10 Year Treasury B | 0.53% | 17,988 | $1.7M | Add +18.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.53% | 18,447 | $1.7M | Add +1.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.52% | 3,455 | $1.7M | Reduce -10.1% |
| NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP | 0.50% | 145,346 | $1.6M | Add +2.5% |
| XOM Exxon Mobil Corp. | 0.50% | 13,477 | $1.6M | Add +3.2% |
| AMD Advanced Micro Devices | 0.49% | 15,322 | $1.6M | Reduce -7.0% |
| FCNCA First Citizens Bcshs Class A | 0.49% | 844 | $1.6M | Add +1.2% |
| OHI Omega Healthcare Investors | 0.47% | 39,814 | $1.5M | Add +3.0% |
| ARM Arm Holdings PLC-ADR | 0.46% | 13,922 | $1.5M | Reduce -4.2% |
| MAIN Main Street Capital Corp. | 0.46% | 26,096 | $1.5M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 0.44% | 9,069 | $1.4M | Reduce -17.7% |
| DFS Discover Financial Services | 0.44% | 8,263 | $1.4M | Reduce -2.4% |
| ISRG Intuitive Surgical Inc. | 0.44% | 2,823 | $1.4M | Reduce -6.9% |
| HPE Hewlett Packard Enterprise | 0.43% | 90,509 | $1.4M | Add +2.8% |
| DBP Invesco DB Precious Metals F | 0.43% | 19,416 | $1.4M | Add +6.0% |
| ANET Arista Networks Inc. | 0.42% | 17,413 | $1.3M | Reduce -1.0% |
| EEM iShares MSCI Emerging Market | 0.42% | 30,777 | $1.3M | Add +3.5% |
| ABT Abbott Laboratories | 0.41% | 10,030 | $1.3M | Reduce -1.7% |
| NXPI NXP Semiconductors NV | 0.41% | 6,947 | $1.3M | Add +7.7% |
| CVX Chevron Corp. | 0.40% | 7,630 | $1.3M | Add +3.4% |
| CWB SS SPDR BB Conv Sec ETF | 0.39% | 16,534 | $1.3M | Add +14.6% |
| PEP Pepsico Inc. | 0.39% | 8,406 | $1.3M | Add +229.0% |
| DBA Invesco DB Agriculture Fund | 0.39% | 47,606 | $1.3M | Add +5.2% |
| NOG Northern Oil and Gas Inc. | 0.39% | 41,465 | $1.3M | Add +21.4% |
| RY Royal Bank of Canada | 0.38% | 10,932 | $1.2M | Add +16.6% |
| NKE Nike Inc. Class B | 0.38% | 19,393 | $1.2M | Add +0.4% |
| ARCC Ares Capital Corp. | 0.38% | 54,978 | $1.2M | Add +6.4% |
| ABR Arbor Realty Trust Inc. | 0.38% | 102,893 | $1.2M | Add +2.5% |
| SHOP Shopify Inc. Class A | 0.37% | 12,444 | $1.2M | Add +18.1% |
| JEPI JPMorgan Equity Premium Inco | 0.36% | 20,509 | $1.2M | Add +5.3% |
| WTM White Mountains Insurance GP | 0.35% | 592 | $1.1M | Add +1.9% |
| TRMD Torm PLC-A | 0.35% | 68,441 | $1.1M | Add +2.7% |
| OGE Oge Energy Corp. | 0.34% | 24,097 | $1.1M | Add +2.6% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 12,881 | $1.1M | Reduce -44.9% |
| PR Permian Resources Corp. Class A | 0.31% | 71,419 | $989K | Reduce -2.7% |
| FLOT iShares Floating Rate Bond E | 0.30% | 18,996 | $970K | Add +15.7% |
| IBTI iShares Ibonds Dec 2028 Term | 0.30% | 42,665 | $949K | Add +129.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.29% | 8,626 | $938K | Add +19.8% |
| EA Electronic Arts Inc. | 0.28% | 6,239 | $902K | Reduce -21.6% |
| CDNS Cadence Design SYS Inc. | 0.28% | 3,499 | $890K | Reduce -0.8% |
| CNX CNX Resources Corp. | 0.25% | 25,874 | $815K | Reduce -1.9% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.7% | 10.14% | −1.95 |
| AVGO Broadcom Inc. | Reduce -11.5% | 2.26% | −1.13 |
| NVDA Nvidia Corp. | Reduce -15.6% | 2.74% | −1.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -50.0% | 0.72% | −0.80 |
| ICF iShares Select U.S. REIT ETF | Sold out | 0.00% | −0.75 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.75 |
| AAPL Apple Inc. | Reduce -26.2% | 1.21% | −0.57 |
| TSLA Tesla Inc. | Reduce -81.5% | 0.07% | −0.53 |
| GOOGL Alphabet Inc. Class A | Reduce -69.9% | 0.11% | −0.32 |
| CRM Salesforce Inc. | Reduce -4.5% | 1.25% | −0.31 |
| ETN Eaton Corp. PLC | Reduce -1.3% | 1.41% | −0.26 |
| MSFT Microsoft Corp. | Reduce -5.2% | 1.53% | −0.21 |
| PLTR Palantir Technologies Inc. Class A | Reduce -44.9% | 0.34% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -17.7% | 0.44% | −0.19 |
| IJH iShares Core S&P Midcap ETF | Reduce -8.3% | 1.47% | −0.17 |
| ANET Arista Networks Inc. | Reduce -1.0% | 0.42% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -12.2% | 0.58% | −0.15 |
| MRVL Marvell Technology Inc. | Reduce -26.6% | 0.09% | −0.12 |
| CMG Chipotle Mexican Grill Inc. | Reduce -34.3% | 0.16% | −0.12 |
| AMD Advanced Micro Devices | Reduce -7.0% | 0.49% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -0.8% | 1.10% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 1.24% | −0.09 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.07 |
| ARM Arm Holdings PLC-ADR | Reduce -4.2% | 0.46% | −0.07 |
| AXP American Express Co. | Reduce -0.7% | 1.02% | −0.07 |
| EA Electronic Arts Inc. | Reduce -21.6% | 0.28% | −0.07 |
| AMAL Amalgamated Financial Corp. | Sold out | 0.00% | −0.06 |
| DDOG Datadog Inc. Class A | Reduce -2.0% | 0.11% | −0.04 |
| DELL Dell Technologies -C | Reduce -3.4% | 0.16% | −0.04 |
| CDNS Cadence Design SYS Inc. | Reduce -0.8% | 0.28% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -6.9% | 0.44% | −0.04 |
| CNX CNX Resources Corp. | Reduce -1.9% | 0.25% | −0.04 |
| SNPS Synopsys Inc. | Reduce -3.3% | 0.23% | −0.03 |
| BNTX Biontech SE-ADR | Reduce -3.0% | 0.11% | −0.03 |
| MCO Moody's Corp. | Reduce -3.5% | 1.71% | −0.02 |
| PR Permian Resources Corp. Class A | Reduce -2.7% | 0.31% | −0.01 |
| INSW International Seaways Inc. | Reduce -5.5% | 0.07% | −0.01 |
| RNR Renaissancere Holdings Ltd. | Reduce -3.0% | 0.24% | −0.01 |
| PFS Provident Financial Services | Reduce -1.7% | 0.08% | −0.01 |
| GPC Genuine Parts Co. | Reduce -10.8% | 0.10% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.8% | 0.12% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -9.6% | 0.06% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -1.7% | 0.15% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.2% | 0.09% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 1.12% | −0.00 |
| OXY Occidental Petroleum Corp. | Reduce -4.3% | 0.09% | −0.00 |
| NFLX Netflix Inc. | Reduce -7.7% | 0.10% | +0.00 |
| DFS Discover Financial Services | Reduce -2.4% | 0.44% | +0.00 |
| MFC Manulife Financial Corp. | Reduce -1.8% | 0.10% | +0.00 |
| ZTS Zoetis Inc. | Reduce -2.4% | 0.16% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| EFA iShares MSCI Eafe ETF | Add +92.6% | 2.70% | +1.46 |
| SHV iShares 0-1 Year Treasury Bo | Add +90.0% | 1.66% | +0.83 |
| IWP iShares Russell Mid-Cap Grow | New | 0.78% | +0.78 |
| XLK SS Technology Select Sector | New | 0.76% | +0.76 |
| IBTG iShares Ibonds Dec 2026 Term | Add +73.7% | 1.56% | +0.70 |
| IBTF iShares Ibonds Dec 2025 Term | Add +40.5% | 1.56% | +0.50 |
| IEI iShares 3-7 Year Treasury Bo | Add +16.1% | 2.16% | +0.41 |
| RTX RTX Corp. | Add +29.6% | 0.85% | +0.30 |
| AGG iShares Core U.S. Aggregate | Add +14.3% | 1.68% | +0.30 |
| PEP Pepsico Inc. | Add +229.0% | 0.39% | +0.28 |
| IBTH iShares Ibonds Dec 2027 Term | Add +65.7% | 0.62% | +0.26 |
| EPR Epr Properties | Add +34.2% | 0.54% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.20% | +0.20 |
| PAYX Paychex Inc. | Add +14.9% | 0.82% | +0.20 |
| V Visa Inc. Class A | Add +1.8% | 1.24% | +0.19 |
| IBTI iShares Ibonds Dec 2028 Term | Add +129.6% | 0.30% | +0.17 |
| ABBV Abbvie Inc. | Add +0.7% | 0.89% | +0.17 |
| MA Mastercard Inc. Class A | Add +10.4% | 0.98% | +0.16 |
| IDU iShares US Utilities ETF | Add +4.9% | 0.88% | +0.12 |
| IEF iShares 7-10 Year Treasury B | Add +18.1% | 0.53% | +0.11 |
| ZBRA Zebra Technologies Corp. Class A | Add +155.0% | 0.22% | +0.11 |
| FISV Fiserv Inc. | Add +1.3% | 0.88% | +0.10 |
| DBP Invesco DB Precious Metals F | Add +6.0% | 0.43% | +0.10 |
| SHY iShares 1-3 Year Treasury Bo | Add +16.0% | 0.54% | +0.10 |
| XLF SS Financial Select Sector | Add +2.6% | 0.87% | +0.08 |
| XOM Exxon Mobil Corp. | Add +3.2% | 0.50% | +0.08 |
| CVX Chevron Corp. | Add +3.4% | 0.40% | +0.08 |
| LNG Cheniere Energy Inc. | Add +1.0% | 0.64% | +0.08 |
| TLH iShares 10-20 Year Treasury | New | 0.07% | +0.07 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.07% | +0.07 |
| KLAC KLA Corp. | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | New | 0.06% | +0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +19.8% | 0.29% | +0.06 |
| XEL Xcel Energy Inc. | Add +23.1% | 0.24% | +0.06 |
| CWB SS SPDR BB Conv Sec ETF | Add +14.6% | 0.39% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +6.9% | 0.95% | +0.06 |
| OGE Oge Energy Corp. | Add +2.6% | 0.34% | +0.06 |
| FLOT iShares Floating Rate Bond E | Add +15.7% | 0.30% | +0.05 |
| IWV iShares Russell 3000 ETF | Add +5.1% | 1.30% | +0.05 |
| EEM iShares MSCI Emerging Market | Add +3.5% | 0.42% | +0.05 |
| AEP American Electric Power | Add +3.4% | 0.22% | +0.05 |
| RY Royal Bank of Canada | Add +16.6% | 0.38% | +0.05 |
| NSC Norfolk Southern Corp. | Add +1.8% | 0.67% | +0.04 |
| ARCC Ares Capital Corp. | Add +6.4% | 0.38% | +0.04 |
| IAGG iShares Intl Aggregate Bond | Add +19.3% | 0.18% | +0.04 |
| SHOP Shopify Inc. Class A | Add +18.1% | 0.37% | +0.04 |
| OHI Omega Healthcare Investors | Add +3.0% | 0.47% | +0.03 |
| PSA Public Storage | Add +1.1% | 0.65% | +0.03 |
| DBA Invesco DB Agriculture Fund | Add +5.2% | 0.39% | +0.03 |
| MNST Monster Beverage Corp. | Add +2.9% | 0.19% | +0.03 |
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 |