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View AllLatest Midwest Professional Planners, LTD. Stock Portfolio
$250Million
Equity Portfolio Value
Last Reported on: 15 Feb, 2024
About Midwest Professional Planners, LTD. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Midwest Professional Planners, LTD. reported an equity portfolio of $222.4 Millions as of 30 Sep, 2023.
The top stock holdings of Midwest Professional Planners, LTD. are SPY, SPY, AGG. The fund has invested 19.9% of it's portfolio in SPDR S&P 500 ETF TR and 19.9% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off ISHARES TR (AGG), SELECT SECTOR SPDR TR (XLB) and SPDR GOLD TR (GLD) stocks. They significantly reduced their stock positions in DISCOVER FINL SVCS (DFS), RTX CORPORATION (RTX) and ISHARES TR (AGG). Midwest Professional Planners, LTD. opened new stock positions in ISHARES TR (AGG), SELECT SECTOR SPDR TR (XLB) and WESTLAKE CORPORATION (WLK). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ISHARES INC (EMGF) and EOG RES INC (EOG).
The top stock holdings of Midwest Professional Planners, LTD. are SPY, SPY, AGG. The fund has invested 19.9% of it's portfolio in SPDR S&P 500 ETF TR and 19.9% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off ISHARES TR (AGG), SELECT SECTOR SPDR TR (XLB) and SPDR GOLD TR (GLD) stocks. They significantly reduced their stock positions in DISCOVER FINL SVCS (DFS), RTX CORPORATION (RTX) and ISHARES TR (AGG). Midwest Professional Planners, LTD. opened new stock positions in ISHARES TR (AGG), SELECT SECTOR SPDR TR (XLB) and WESTLAKE CORPORATION (WLK). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ISHARES INC (EMGF) and EOG RES INC (EOG).
New Buys
| Ticker | $ Bought |
|---|---|
| INVESCO QQQ TR | 2,741,460 |
| ISHARES TR | 2,740,390 |
| SELECT SECTOR SPDR TR | 2,724,190 |
| SELECT SECTOR SPDR TR | 2,699,870 |
| EDWARDS LIFESCIENCES CORP | 2,468,940 |
| ARES CAPITAL CORP | 1,147,760 |
| NEW MTN FIN CORP | 1,110,560 |
| J P MORGAN EXCHANGE TRADED F | 1,099,420 |
New stocks bought by Midwest Professional Planners, LTD.
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 66.58 |
| ISHARES TR | 38.28 |
| SELECT SECTOR SPDR TR | 32.03 |
| MICRON TECHNOLOGY INC | 31.77 |
| BROADCOM INC | 18.56 |
| ALPHABET INC | 11.76 |
| DOMINION ENERGY INC | 10.74 |
| KIMCO RLTY CORP | 10.53 |
Additions to existing portfolio by Midwest Professional Planners, LTD.
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -71.3 |
| ISHARES TR | -58.07 |
| ISHARES TR | -25.25 |
| ISHARES TR | -14.44 |
| ABBVIE INC | -13.95 |
| ISHARES TR | -13.23 |
| ISHARES TR | -12.35 |
| ISHARES TR | -12.09 |
Midwest Professional Planners, LTD. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -2,812,400 |
| SELECT SECTOR SPDR TR | -2,915,870 |
| EDWARDS LIFESCIENCES CORP | -2,140,610 |
| SELECT SECTOR SPDR TR | -2,753,300 |
| PEAKSTONE REALTY TRUST | -173,638 |
| INVESCO QQQ TR | -2,682,810 |
| UNIVERSAL HEALTH RLTY INCOME | -292,030 |
| ISHARES TR | -879,632 |
Midwest Professional Planners, LTD. got rid off the above stocks
Current Stock Holdings of Midwest Professional Planners, LTD.
Last Reported on: 15 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.82 | 23,781 | 4,578,470 | ADDED | 5.9 | |
| AAXJ | ISHARES TR | 1.17 | 25,009 | 2,929,250 | ADDED | 66.58 | |
| AAXJ | ISHARES TR | 0.22 | 5,073 | 558,689 | REDUCED | -3.44 | |
| AAXJ | ISHARES TR | 0.17 | 3,939 | 427,027 | REDUCED | -14.44 | |
| AAXJ | ISHARES TR | 0.17 | 5,437 | 420,794 | REDUCED | -71.3 | |
| ABBV | ABBVIE INC | 1.02 | 16,473 | 2,552,830 | REDUCED | -13.95 | |
| ABT | ABBOTT LABS | 0.42 | 9,593 | 1,055,900 | ADDED | 2.64 | |
| ADBE | ADOBE INC | 0.23 | 986 | 588,248 | ADDED | 7.64 | |
| ADI | ANALOG DEVICES INC | 0.70 | 8,797 | 1,746,710 | ADDED | 9.02 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.13 | 4,095 | 332,608 | ADDED | 4.6 | |
| AGG | ISHARES TR | 2.94 | 74,443 | 7,388,430 | REDUCED | -25.25 | |
| AGG | ISHARES TR | 2.56 | 85,184 | 6,418,650 | ADDED | 38.28 | |
| AGG | ISHARES TR | 1.95 | 17,660 | 4,894,360 | REDUCED | -2.18 | |
| AGG | ISHARES TR | 1.61 | 14,719 | 4,029,190 | REDUCED | -11.28 | |
| AGG | ISHARES TR | 1.13 | 9,339 | 2,831,420 | REDUCED | -13.23 | |
| AGG | ISHARES TR | 1.09 | 26,234 | 2,740,390 | NEW | ||
| AGG | ISHARES TR | 1.01 | 23,457 | 2,539,210 | REDUCED | -2.39 | |
| AGG | ISHARES TR | 0.63 | 19,140 | 1,570,240 | REDUCED | -58.07 | |
| AGG | ISHARES TR | 0.55 | 14,412 | 1,389,170 | REDUCED | -10.79 | |
| AGG | ISHARES TR | 0.37 | 23,222 | 933,742 | ADDED | 6.76 | |
| AGG | ISHARES TR | 0.33 | 7,520 | 832,141 | REDUCED | -11.69 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGT | ISHARES TR | 0.20 | 9,944 | 495,214 | REDUCED | -12.35 | |
| ALGN | ALIGN TECHNOLOGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMAT | APPLIED MATLS INC | 1.87 | 28,907 | 4,684,990 | ADDED | 1.36 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.96 | 16,311 | 2,404,470 | ADDED | 9.83 | |
| AMGN | AMGEN INC | 0.95 | 8,239 | 2,373,060 | ADDED | 7.53 | |
| AMPS | ISHARES TR | 0.33 | 16,156 | 817,829 | REDUCED | -12.09 | |
| AMT | AMERICAN TOWER CORP NEW | 0.66 | 7,718 | 1,666,160 | ADDED | 7.66 | |
| AMZN | AMAZON COM INC | 0.44 | 7,201 | 1,094,120 | ADDED | 4.12 | |
| ANET | ARISTA NETWORKS INC | 0.15 | 1,558 | 366,925 | ADDED | 9.33 | |
| AVGO | BROADCOM INC | 2.13 | 4,784 | 5,339,690 | ADDED | 18.56 | |
| AXP | AMERICAN EXPRESS CO | 0.18 | 2,449 | 458,787 | ADDED | 1.87 | |
| BA | BOEING CO | 0.09 | 905 | 235,897 | NEW | ||
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.44 | 19,997 | 1,099,420 | NEW | ||
| BIL | SPDR SER TR | 0.47 | 16,183 | 1,167,630 | REDUCED | -11.76 | |
| BLK | BLACKROCK INC | 0.49 | 1,510 | 1,225,520 | ADDED | 2.1 | |
| BMI | BADGER METER INC | 0.15 | 2,368 | 365,548 | UNCHANGED | 0.00 | |
| BNTX | BIONTECH SE | 0.12 | 2,965 | 312,877 | ADDED | 5.07 | |
| BSX | BOSTON SCIENTIFIC CORP | 1.10 | 47,648 | 2,754,540 | ADDED | 5.05 | |
| BXP | BOSTON PROPERTIES INC | 0.10 | 3,624 | 254,307 | ADDED | 5.32 | |
| CDXC | CHROMADEX CORP | 0.01 | 20,950 | 29,959 | UNCHANGED | 0.00 | |
| CMCSA | COMCAST CORP NEW | 0.34 | 19,442 | 852,522 | ADDED | 4.74 | |
| CMI | CUMMINS INC | 0.75 | 7,843 | 1,879,010 | ADDED | 7.23 | |
| COF | CAPITAL ONE FINL CORP | 0.61 | 11,649 | 1,527,420 | ADDED | 4.49 | |
| COST | COSTCO WHSL CORP NEW | 1.80 | 6,845 | 4,518,440 | ADDED | 7.49 | |
| CRM | SALESFORCE INC | 1.20 | 11,400 | 2,999,740 | ADDED | 9.74 | |
| CSCO | CISCO SYS INC | 0.27 | 13,288 | 671,314 | ADDED | 9.87 | |
| CTVA | CORTEVA INC | 0.12 | 6,507 | 311,806 | ADDED | 3.55 | |
| CVX | CHEVRON CORP NEW | 0.72 | 12,027 | 1,793,890 | ADDED | 5.71 | |
| D | DOMINION ENERGY INC | 0.14 | 7,179 | 337,408 | ADDED | 10.74 | |
| DDOG | DATADOG INC | 0.12 | 2,389 | 289,977 | ADDED | 8.3 | |
| DE | DEERE &CO | 0.10 | 632 | 252,608 | ADDED | 3.44 | |
| DFS | DISCOVER FINL SVCS | 0.14 | 3,086 | 346,832 | ADDED | 3.42 | |
| EA | ELECTRONIC ARTS INC | 0.36 | 6,561 | 897,628 | ADDED | 7.47 | |
| EMGF | ISHARES INC | 1.12 | 50,697 | 2,809,110 | REDUCED | -4.52 | |
| EOG | EOG RES INC | 0.22 | 4,537 | 548,719 | ADDED | 10.01 | |
| EPR | EPR PPTYS | 0.46 | 23,953 | 1,160,510 | ADDED | 10.24 | |
| ES | EVERSOURCE ENERGY | 0.14 | 5,804 | 358,218 | ADDED | 4.29 | |
| ETN | EATON CORP PLC | 1.58 | 16,489 | 3,970,800 | ADDED | 3.23 | |
| EW | EDWARDS LIFESCIENCES CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EXAS | EXACT SCIENCES CORP | 0.08 | 2,749 | 203,371 | NEW | ||
| GOOG | ALPHABET INC | 0.26 | 4,637 | 653,492 | ADDED | 11.76 | |
| GOOG | ALPHABET INC | 0.22 | 3,919 | 547,445 | ADDED | 5.55 | |
| GPC | GENUINE PARTS CO | 0.52 | 9,514 | 1,317,700 | ADDED | 7.71 | |
| GS | GOLDMAN SACHS GROUP INC | 0.45 | 2,929 | 1,129,990 | ADDED | 9.09 | |
| HPE | HEWLETT PACKARD ENTERPRISE C | 0.32 | 46,906 | 796,458 | ADDED | 7.88 | |
| INTC | INTEL CORP | 0.89 | 44,630 | 2,242,660 | ADDED | 6.5 | |
| IONS | IONIS PHARMACEUTICALS INC | 0.17 | 8,519 | 430,976 | ADDED | 8.87 | |
| ISRG | INTUITIVE SURGICAL INC | 0.29 | 2,132 | 719,252 | ADDED | 8.44 | |
| JPM | JPMORGAN CHASE &CO | 1.81 | 26,667 | 4,536,060 | ADDED | 6.49 | |
| KIM | KIMCO RLTY CORP | 0.14 | 15,862 | 338,020 | ADDED | 10.53 | |
| KMB | KIMBERLY-CLARK CORP | 0.35 | 7,294 | 886,255 | ADDED | 6.11 | |
| LLY | ELI LILLY &CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LMT | LOCKHEED MARTIN CORP | 1.43 | 7,895 | 3,578,360 | ADDED | 8.14 | |
| LNG | CHENIERE ENERGY INC | 0.56 | 8,262 | 1,410,350 | ADDED | 9.81 | |
| LRCX | LAM RESEARCH CORP | 1.81 | 5,791 | 4,535,570 | ADDED | 5.12 | |
| MA | MASTERCARD INCORPORATED | 0.12 | 704 | 300,278 | ADDED | 6.99 | |
| MCO | MOODYS CORP | 2.26 | 14,493 | 5,660,540 | ADDED | 4.2 | |
| META | META PLATFORMS INC | 0.54 | 3,819 | 1,351,770 | ADDED | 7.15 | |
| MNST | MONSTER BEVERAGE CORP NEW | 0.09 | 4,054 | 233,551 | NEW | ||
| MSFT | MICROSOFT CORP | 1.31 | 8,741 | 3,286,970 | ADDED | 6.18 | |
| MU | MICRON TECHNOLOGY INC | 0.23 | 6,641 | 566,755 | ADDED | 31.77 | |
| NKE | NIKE INC | 0.78 | 17,896 | 1,942,970 | ADDED | 4.72 | |
| NMFC | NEW MTN FIN CORP | 0.44 | 87,308 | 1,110,560 | NEW | ||
| NOC | NORTHROP GRUMMAN CORP | 1.07 | 5,751 | 2,692,090 | ADDED | 6.11 | |
| NSC | NORFOLK SOUTHN CORP | 0.35 | 3,673 | 868,159 | ADDED | 2.77 | |
| NVDA | NVIDIA CORPORATION | 3.15 | 15,971 | 7,909,110 | ADDED | 0.68 | |
| NXPI | NXP SEMICONDUCTORS N V | 0.70 | 7,611 | 1,748,160 | ADDED | 9.12 | |
| OGE | OGE ENERGY CORP | 0.42 | 29,884 | 1,043,860 | ADDED | 10.01 | |
| OHI | OMEGA HEALTHCARE INVS INC | 0.28 | 22,475 | 689,091 | ADDED | 9.79 | |
| ORCL | ORACLE CORP | 0.78 | 18,660 | 1,967,370 | ADDED | 4.61 | |
| OSK | OSHKOSH CORP | 1.05 | 24,362 | 2,641,090 | ADDED | 3.26 | |
| PAYX | PAYCHEX INC | 0.71 | 14,900 | 1,774,800 | ADDED | 4.97 | |
| PEAK | HEALTHPEAK PROPERTIES INC | 0.12 | 14,552 | 288,120 | ADDED | 6.88 | |
| PEP | PEPSICO INC | 0.59 | 8,676 | 1,473,530 | ADDED | 5.42 | |
| PG | PROCTER AND GAMBLE CO | 0.16 | 2,654 | 388,954 | ADDED | 0.3 | |
| PLD | PROLOGIS INC. | 0.38 | 7,139 | 951,620 | ADDED | 3.75 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.14 | 20,678 | 355,041 | ADDED | 8.87 | |
| PSA | PUBLIC STORAGE | 0.70 | 5,754 | 1,755,100 | ADDED | 6.79 | |
| QQQ | INVESCO QQQ TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RNR | RENAISSANCERE HLDGS LTD | 0.15 | 1,926 | 377,493 | ADDED | 2.61 | |
| RTX | RTX CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RY | ROYAL BK CDA | 0.39 | 9,579 | 968,683 | ADDED | 7.39 | |
| SHOP | SHOPIFY INC | 0.11 | 3,676 | 286,360 | NEW | ||
| SPY | SPDR S&P 500 ETF TR | 18.45 | 97,401 | 46,295,700 | REDUCED | -6.05 | |
| SWKS | SKYWORKS SOLUTIONS INC | 0.66 | 14,650 | 1,646,900 | ADDED | 7.29 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.25 | 1,196 | 634,906 | ADDED | 4.82 | |
| TROW | PRICE T ROWE GROUP INC | 0.34 | 7,993 | 860,736 | ADDED | 6.28 | |
| TSLA | TESLA INC | 0.24 | 2,418 | 600,825 | ADDED | 4.13 | |
| TXN | TEXAS INSTRS INC | 0.11 | 1,614 | 275,131 | ADDED | 6.32 | |
| UHT | UNIVERSAL HEALTH RLTY INCOME | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| UNP | UNION PAC CORP | 1.14 | 11,639 | 2,858,820 | ADDED | 5.73 | |
| V | VISA INC | 0.79 | 7,607 | 1,980,450 | ADDED | 6.75 | |
| VMW | VMWARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 0.12 | 1,245 | 289,637 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.09 | 1,036 | 226,003 | REDUCED | -8.32 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 0.44 | 2,702 | 1,099,420 | ADDED | 6.8 | |
| VVV | VALVOLINE INC | 0.09 | 5,864 | 220,369 | NEW | ||
| WEC | WEC ENERGY GROUP INC | 0.09 | 2,689 | 226,333 | REDUCED | -11.66 | |
| WLK | WESTLAKE CORPORATION | 0.11 | 1,948 | 272,680 | ADDED | 9.13 | |
| WM | WASTE MGMT INC DEL | 1.15 | 16,109 | 2,885,140 | ADDED | 4.69 | |
| XEL | XCEL ENERGY INC | 0.21 | 8,465 | 524,049 | ADDED | 6.04 | |
| XLB | SELECT SECTOR SPDR TR | 1.12 | 14,630 | 2,815,940 | ADDED | 32.03 | |
| XLB | SELECT SECTOR SPDR TR | 1.09 | 72,452 | 2,724,190 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 1.08 | 31,563 | 2,699,870 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 0.62 | 15,455 | 1,545,160 | ADDED | 6.21 | |
| XTNT | XTANT MED HLDGS INC | 0.02 | 35,744 | 40,391 | UNCHANGED | 0.00 | |
| ZTS | ZOETIS INC | 0.17 | 2,178 | 429,851 | ADDED | 9.67 | |
| INVESCO QQQ TR | 1.09 | 6,694 | 2,741,460 | NEW | |||
| EDWARDS LIFESCIENCES CORP | 0.98 | 32,379 | 2,468,940 | NEW | |||
| FISERV INC | 0.80 | 15,033 | 1,997,040 | ADDED | 7.23 | ||
| ARES CAPITAL CORP | 0.46 | 57,302 | 1,147,760 | NEW | |||
| ARM HOLDINGS PLC | 0.28 | 9,498 | 713,727 | NEW | |||
| RTX CORPORATION | 0.20 | 6,042 | 508,370 | NEW | |||
| BERKSHIRE HATHAWAY INC DEL | 0.16 | 1,123 | 400,529 | UNCHANGED | 0.00 | ||
| UNIVERSAL HEALTH RLTY INCOME | 0.14 | 7,864 | 340,121 | NEW | |||
| PEAKSTONE REALTY TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |