Midwest Professional Planners, Ltd. Purchases in Q4 2024

Midwest Professional Planners, Ltd.

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.47K
+ 3.09%
$159.67 - $250.0 $234K - $367K
49K $11.4M
XLF
Financial Sector Spdr

ETFs
54.4K
New
$44.89 - $51.34 $2.44M - $2.79M
54.4K $2.63M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8.68K
New
$278.19 - $315.36 $2.41M - $2.74M
8.68K $2.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.3K
+ 85.8%
$113.92 - $127.38 $2.31M - $2.59M
44K $5.06M
DBA
Invesco Db Agriculture Fund

ETFs
45.2K
New
$24.81 - $27.83 $1.12M - $1.26M
45.2K $1.2M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
51.6K
+ 51.05%
$23.25 - $23.37 $1.2M - $1.21M
153K $3.56M
TSLA
Tesla, Inc.

Consumer Cyclical
1.82K
+ 57.6%
$213.65 - $479.86 $389K - $873K
4.98K $2.01M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
51.1K
+ 68.28%
$22.72 - $23.0 $1.16M - $1.17M
126K $2.87M
DBP
Invesco Db Precious Metals Fund

ETFs
18.3K
New
$60.3 - $67.85 $1.1M - $1.24M
18.3K $1.11M
CRM
Salesforce, Inc.

Technology
491
+ 3.23%
$270.87 - $367.87 $133K - $181K
15.7K $5.25M
COF
Capital One Financial Corp

Financial Services
1.18K
+ 5.57%
$145.19 - $192.01 $172K - $227K
22.4K $4M
JPM
Jpmorgan Chase & CO

Financial Services
170
+ 0.66%
$205.18 - $250.29 $34.9K - $42.5K
26K $6.22M
GS
Goldman Sachs Group Inc

Financial Services
732
+ 16.36%
$486.1 - $608.57 $356K - $445K
5.21K $2.98M
MANH
Manhattan Associates Inc

Technology
2.77K
New
$263.36 - $309.78 $730K - $858K
2.77K $748K
MRVL
Marvell Technology, Inc.

Technology
6.6K
New
$70.31 - $124.78 $464K - $823K
6.6K $728K
V
Visa Inc.

Financial Services
921
+ 8.95%
$273.87 - $320.91 $252K - $296K
11.2K $3.54M
PBA
Pembina Pipeline Corp

Energy
16.6K
New
$35.89 - $43.35 $595K - $718K
16.6K $612K
MA
Mastercard Inc

Financial Services
864
+ 19.82%
$491.3 - $536.15 $424K - $463K
5.22K $2.75M
SHOP
Shopify Inc.

Technology
3.97K
+ 60.43%
$78.14 - $119.49 $310K - $474K
10.5K $1.12M
AXP
American Express CO

Financial Services
733
+ 6.36%
$267.35 - $305.57 $196K - $224K
12.3K $3.64M
CMI
Cummins Inc

Industrials
727
+ 7.19%
$324.93 - $383.42 $236K - $279K
10.8K $3.78M
AMZN
Amazon Com Inc

Consumer Cyclical
720
+ 6.92%
$180.88 - $232.93 $130K - $168K
11.1K $2.44M
META
Meta Platforms, Inc.

Communication Services
662
+ 11.52%
$554.08 - $632.68 $367K - $419K
6.41K $3.78M
FCNCA
First Citizens Bancshares Inc

Financial Services
128
+ 18.13%
$1818.92 - $2353.08 $233K - $301K
834 $1.76M
EW
Edwards Lifesciences Corp

Healthcare
2.34K
+ 6.8%
$64.54 - $75.92 $151K - $178K
36.8K $2.72M
GOOG
Alphabet Inc.

Communication Services
895
+ 8.84%
$163.08 - $198.16 $146K - $177K
11K $2.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.6K
New
$21.81 - $22.48 $405K - $418K
18.6K $406K
LNG
Cheniere Energy, Inc.

Energy
530
+ 6.38%
$181.07 - $225.92 $96K - $120K
8.83K $1.9M
COST
Costco Wholesale Corp

Consumer Defensive
190
+ 2.77%
$873.59 - $994.69 $166K - $189K
7.04K $6.45M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17.6K
+ 49.42%
$22.1 - $22.59 $390K - $398K
53.3K $1.18M
ZBRA
Zebra Technologies Corp

Technology
965
New
$360.09 - $411.94 $347K - $398K
965 $372K
HPE
Hewlett Packard Enterprise CO

Technology
13.8K
+ 18.53%
$19.31 - $23.95 $266K - $330K
88.1K $1.88M
TER
Teradyne, Inc

Technology
2.75K
New
$102.58 - $133.62 $282K - $367K
2.75K $345K
TRP
Tc Energy Corp

Energy
7.31K
New
$44.03 - $50.23 $322K - $367K
7.31K $340K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.82K
+ 46.12%
$55.73 - $66.16 $268K - $319K
15.3K $920K
MFC
Manulife Financial Corp

Financial Services
10.2K
New
$29.21 - $32.87 $299K - $337K
10.2K $314K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.98K
+ 48.35%
$77.25 - $91.3 $230K - $272K
9.14K $780K
GOOGL
Alphabet Inc.

Communication Services
725
+ 10.6%
$161.86 - $196.66 $117K - $143K
7.57K $1.43M
DFS
Discover Financial Services

Financial Services
64
+ 0.76%
$136.3 - $182.67 $8.72K - $11.7K
8.46K $1.47M
MAIN
Main Street Capital Corp

Financial Services
1.39K
+ 5.76%
$49.95 - $58.58 $69.3K - $81.3K
25.5K $1.49M
TROW
Price T Rowe Group Inc

Financial Services
1.6K
+ 9.66%
$106.48 - $124.69 $170K - $199K
18.1K $2.05M
WTM
White Mountains Insurance Group LTD

Financial Services
50
+ 9.42%
$1755.01 - $2015.0 $87.8K - $101K
581 $1.13M
SHV
Ishares Tr

ETFs
2.2K
+ 9.44%
$109.92 - $110.57 $241K - $243K
25.5K $2.8M
PAYX
Paychex Inc

Industrials
999
+ 7.16%
$135.86 - $148.73 $136K - $149K
15K $2.1M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.27K
New
$138.3 - $192.95 $175K - $244K
1.27K $223K
CDNS
Cadence Design Systems Inc

Technology
293
+ 9.06%
$249.1 - $324.54 $73K - $95.1K
3.53K $1.06M
CNX
Cnx Resources Corp

Energy
1.96K
+ 8.04%
$32.66 - $41.09 $64.1K - $80.6K
26.4K $966K
NKE
Nike, Inc.

Consumer Cyclical
4.71K
+ 32.22%
$73.36 - $89.13 $345K - $420K
19.3K $1.46M
ORCL
Oracle Corp

Technology
1.49K
+ 7.15%
$165.41 - $192.43 $247K - $287K
22.4K $3.72M
Activity Summary
Buys All Purchases 114 New Holdings 18 Increased Positions 96 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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