MP

Midwest Professional Planners, LTD.

13F
Midwest Professional Planners, LTD.
Last update 2025-05-02 155 Stocks (7 new)
Value $321.00 Mil Turnover 8 %
Countries:
Top Holdings: SPY(10.14%)NVDA(2.74%)EFA(2.70%)AVGO(2.26%)IEI(2.16%)
Summary Stock Picks Current Portfolio
Midwest Professional Planners,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		SPDR S&P 500 ETF Trust
58,271
32,596.0
-15.70%
10.140
-1.90%
0.010
+4.93%
+2.54%
612,819.6
 
NVDA 		NVIDIA Corp
81,111
8,790.8
-15.59%
2.740
-0.60%
0.000
+28.18%
+5.54%
3,456,204.6
Semiconductors
EFA 		iShares MSCI EAFE ETF
106,338
8,691.0
+92.61%
2.700
+1.30%
0.010
+7.40%
+18.69%
63,914.8
 
AVGO 		Broadcom Inc
43,322
7,253.3
-11.51%
2.260
-0.39%
0.000
+38.02%
+6.83%
1,161,052.2
Semiconductors
IEI 		iShares 3-7 Year Treasury Bond ETF
58,765
6,942.2
+16.15%
2.160
+0.30%
0.040
+0.78%
+2.80%
15,774.5
 
COST 		Costco Wholesale Corp
6,913
6,538.5
-1.78%
2.030
-0.03%
0.000
-1.01%
+11.04%
450,102.6
Retail - Defensive
JPM 		JPMorgan Chase & Co
25,027
6,139.1
-3.57%
1.910
-0.07%
0.000
+8.45%
+12.11%
738,488.8
Banks
MCO 		Moodys Corp
11,788
5,489.7
-3.53%
1.710
-0.06%
0.010
+4.18%
+3.69%
87,980.6
Capital Markets
AGG 		iShares Core U.S. Aggregate Bond ETF
54,658
5,406.7
+14.32%
1.680
+0.21%
0.000
-0.23%
+2.03%
123,040.5
 
SHV 		iShares Short Treasury Bond ETF
48,389
5,345.1
+90.01%
1.660
+0.79%
0.030
+1.03%
+1.77%
20,728.3
 

Midwest Professional Planners, LTD.'s Historical Top Holdings Breakdowns

Midwest Professional Planners, LTD.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-1.90%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Reduce -15.7%
58,271
-10,850
EFA 		iShares MSCI EAFE ETF2025-03-31Add
+1.30%
●
74.85 ($80.6) 84.89
$89.74
11.34%
Add 92.61%
106,338
51,130
SHV 		iShares Short Treasury Bond ETF2025-03-31Add
+0.79%
●
110.11 ($110.29) 110.51
$110.13
-0.15%
Add 90.01%
48,389
22,923
IWP 		iShares Russell Mid-Cap Growth ETF2025-03-31New Buy
+0.78%
●
114.9 ($128.55) 139.6
$135.79
5.63%
New holding
21,245
21,245
XLK 		Technology Select Sector SPDR ETF2025-03-31New Buy
+0.76%
●
206.38 ($226.74) 242.18
$238.36
5.12%
New holding
11,901
11,901
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Reduce
-0.75%
●
102.49 ($112.84) 119.96
$107.67
-4.58%
Reduce -49.96%
21,994
-21,962
ICF 		iShares Select U.S. REIT ETF2025-03-31Sold Out
-0.75%
●
57.98 ($61.16) 63.8
$61.84
1.11%
Sold Out
0
-41,793
IWO 		iShares Russell 2000 Growth ETF2025-03-31Sold Out
-0.75%
●
254.58 ($282.23) 302.92
$280.58
-0.58%
Sold Out
0
-8,677
IBTG 		iShares iBonds Dec 2026 Term Treasury ETF2025-03-31Add
+0.66%
●
22.77 ($22.84) 22.94
$22.83
-0.04%
Add 73.73%
218,626
92,787
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.60%
●
106.98 ($126.74) 149.43
$141.72
11.82%
Reduce -15.59%
81,111
-14,981

Midwest Professional Planners, LTD. Total Holding History ($B)

To

Midwest Professional Planners, LTD.'s Asset Allocation

To

Midwest Professional Planners, LTD. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Midwest Professional Planners, LTD.'s Hypothetical Growth since 2025-03-31

Midwest Professional Planners, LTD.'s Yearly Returns

Year Portfolio % % Excess Gain %

Midwest Professional Planners, LTD.'s Holdings Heat Map

Size field:

Midwest Professional Planners, LTD.'s Holdings Bubble Chart

Midwest Professional Planners, LTD. News

  • 1

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