Midwest Professional Planners, LTD.

Name: Midwest Professional Planners, LTD. 13F holdings, Q1 2025
Creator: Midwest Professional Planners, LTD.
Published: 2025-05-02

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

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%
XEL Xcel Energy Inc.	0.24%	10,964	$776K	Add +23.1%
RNR Renaissancere Holdings Ltd.	0.24%	3,183	$764K	Reduce -3.0%
DE Deere & Co.	0.23%	1,593	$748K	Reduce -1.4%
SNPS Synopsys Inc.	0.23%	1,718	$737K	Reduce -3.3%
MU Micron Technology Inc.	0.23%	8,357	$726K	Reduce -3.7%
SOFI Sofi Technologies Inc.	0.22%	61,777	$718K	Add +13.8%
BXP BXP Inc.	0.22%	10,559	$709K	Add +3.5%
CSCO Cisco Systems Inc.	0.22%	11,355	$701K	Reduce -0.6%
ZBRA Zebra Technologies Corp. Class A	0.22%	2,461	$695K	Add +155.0%
AEP American Electric Power	0.22%	6,334	$692K	Add +3.4%
PBA Pembina Pipeline Corp.	0.21%	16,578	$664K	Add +0.0%
PYPL PayPal Holdings Inc.	0.20%	9,984	$651K	Add +9.2%
TSM Taiwan Semiconductor-SP ADR	0.20%	3,852	$639K	New
MNST Monster Beverage Corp.	0.19%	10,236	$599K	Add +2.9%
D Dominion Energy Inc.	0.19%	10,682	$599K	Add +0.3%
PNC PNC Financial Services Group	0.18%	3,335	$586K	Add +1.2%
IAGG iShares Intl Aggregate Bond	0.18%	11,571	$578K	Add +19.3%
EOG EOG Resources Inc.	0.17%	4,304	$552K	Reduce -4.2%
DELL Dell Technologies -C	0.16%	5,745	$524K	Reduce -3.4%
ZTS Zoetis Inc.	0.16%	3,109	$512K	Reduce -2.4%
UHT Universal Health RLTY Income	0.16%	12,408	$508K	Add +0.2%
CMG Chipotle Mexican Grill Inc.	0.16%	10,021	$503K	Reduce -34.3%
PG The Procter & Gamble Co.	0.15%	2,846	$485K	Add +0.3%
MANH Manhattan Associates Inc.	0.15%	2,797	$484K	Add +1.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.15%	6,105	$482K	Add +18.0%
TXN Texas Instruments Inc.	0.15%	2,658	$478K	Reduce -1.7%
PLD Prologis Inc.	0.15%	4,244	$474K	Add +0.7%
BMI Badger Meter Inc.	0.14%	2,368	$451K	No change
BRK.B Berkshire Hathaway Inc. Class B	0.13%	755	$402K	No change
TMO Thermo Fisher Scientific Inc.	0.12%	792	$394K	Reduce -3.8%
ES Eversource Energy	0.11%	5,791	$360K	Reduce -2.0%
KMB Kimberly-Clark Corp.	0.11%	2,526	$359K	Reduce -1.5%
BNTX Biontech SE-ADR	0.11%	3,930	$358K	Reduce -3.0%
GOOGL Alphabet Inc. Class A	0.11%	2,275	$352K	Reduce -69.9%
TRP TC Energy Corp.	0.11%	7,401	$349K	Add +1.2%
DDOG Datadog Inc. Class A	0.11%	3,405	$338K	Reduce -2.0%
NFLX Netflix Inc.	0.10%	350	$326K	Reduce -7.7%
GPC Genuine Parts Co.	0.10%	2,724	$325K	Reduce -10.8%
MFC Manulife Financial Corp.	0.10%	10,061	$313K	Reduce -1.8%
MRVL Marvell Technology Inc.	0.09%	4,844	$298K	Reduce -26.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.09%	1,144	$296K	Reduce -3.2%
OXY Occidental Petroleum Corp.	0.09%	5,632	$278K	Reduce -4.3%
WEC WEC Energy Group Inc.	0.08%	2,457	$268K	No change
PFS Provident Financial Services	0.08%	15,181	$261K	Reduce -1.7%
TER Teradyne Inc.	0.08%	2,961	$245K	Add +7.8%
TSLA Tesla Inc.	0.07%	923	$239K	Reduce -81.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.07%	895	$230K	No change
INSW International Seaways Inc.	0.07%	6,873	$228K	Reduce -5.5%
IBKR Interactive Brokers Gro Class A	0.07%	1,352	$224K	Add +6.9%
TLH iShares 10-20 Year Treasury	0.07%	2,109	$219K	New
IBTJ iShares Ibonds Dec 2029 Term	0.07%	9,842	$214K	New
KLAC KLA Corp.	0.06%	304	$207K	New
UNH Unitedhealth Group Inc.	0.06%	388	$203K	New
MUB iShares National Muni Bond E	0.06%	1,897	$200K	Reduce -9.6%
NAGE Niagen Bioscience Inc.	0.04%	20,950	$145K	No change

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