Midwest Professional Planners, Ltd. Purchases in Q3 2025

Midwest Professional Planners, Ltd.

  • $394 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.8K
+ 8.19%
$617.65 - $666.84 $2.96M - $3.2M
63.4K $42.2M
CWB
Spdr Bloomberg Convertible Sec

ETFs
38.1K
New
$82.29 - $90.77 $3.14M - $3.46M
38.1K $3.45M
XLK
Technology Sector Spdr

ETFs
11.5K
New
$250.97 - $282.66 $2.89M - $3.26M
11.5K $3.25M
ORCL
Oracle Corp

Technology
114
+ 0.49%
$218.96 - $328.33 $25K - $37.4K
23.2K $6.52M
SOFI
So Fi Technologies, Inc.

Financial Services
12.8K
+ 20.29%
$17.64 - $29.81 $226K - $383K
76.1K $2.01M
RTX
Raytheon Technologies Corp

Industrials
919
+ 2.93%
$144.19 - $167.33 $133K - $154K
32.3K $5.4M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36.2K
+ 27.33%
$22.36 - $22.52 $810K - $816K
169K $3.8M
AAPL
Apple Inc.

Technology
59
+ 0.36%
$202.38 - $256.87 $11.9K - $15.2K
16.2K $4.13M
TER
Teradyne, Inc

Technology
4.84K
+ 162.06%
$90.15 - $137.64 $436K - $666K
7.83K $1.08M
GS
Goldman Sachs Group Inc

Financial Services
273
+ 4.76%
$696.56 - $806.32 $190K - $220K
6.01K $4.79M
ABBV
Abb Vie Inc.

Healthcare
254
+ 1.8%
$184.85 - $231.54 $47K - $58.8K
14.3K $3.32M
GOOG
Alphabet Inc.

Communication Services
142
+ 1.58%
$175.16 - $255.24 $24.9K - $36.2K
9.12K $2.22M
EEM
Ishares Msci Emerging Markets

ETFs
1.24K
+ 1.31%
$48.07 - $53.4 $59.6K - $66.2K
95.8K $5.11M
OSK
Oshkosh Corp

Industrials
578
+ 2.01%
$118.16 - $143.44 $68.3K - $82.9K
29.3K $3.8M
NOC
Northrop Grumman Corp

Industrials
17
+ 0.36%
$498.9 - $609.32 $8.48K - $10.4K
4.73K $2.88M
NSC
Norfolk Southern Corp

Industrials
212
+ 2.07%
$259.49 - $300.41 $55K - $63.7K
10.5K $3.15M
GLD
Spdr Gold Trust

ETFs
33
+ 0.35%
$300.96 - $355.47 $9.93K - $11.7K
9.37K $3.33M
SHOP
Shopify Inc.

Technology
144
+ 1.15%
$112.11 - $157.12 $16.1K - $22.6K
12.7K $1.89M
TSLA
Tesla, Inc.

Consumer Cyclical
696
+ 74.92%
$293.94 - $444.72 $205K - $310K
1.63K $722K
AMD
Advanced Micro Devices Inc

Technology
361
+ 2.34%
$134.8 - $184.42 $48.7K - $66.6K
15.8K $2.56M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.83K
New
$67.01 - $72.84 $324K - $352K
4.83K $349K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.14K
+ 1.41%
$62.09 - $66.51 $70.5K - $75.5K
81.8K $5.34M
MAIN
Main Street Capital Corp

Financial Services
1.1K
+ 2.01%
$59.28 - $67.54 $65.4K - $74.5K
55.9K $3.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.32K
+ 4.14%
$97.75 - $100.75 $227K - $234K
58.4K $5.86M
RY
Royal Bank Of Canada

Financial Services
232
+ 1.61%
$128.46 - $148.6 $29.8K - $34.5K
14.7K $2.16M
TRMD
Torm PLC

Energy
2.06K
+ 3.86%
$16.71 - $23.4 $34.4K - $48.1K
55.4K $1.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
151
+ 3.89%
$224.68 - $282.71 $33.9K - $42.7K
4.04K $1.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
203
+ 0.91%
$108.46 - $120.63 $22K - $24.5K
22.5K $2.67M
OHI
Omega Healthcare Investors Inc

Real Estate
114
+ 0.28%
$36.29 - $43.34 $4.14K - $4.94K
41.5K $1.75M
SYM
Symbotic Inc.

Financial Services
4.2K
New
$39.68 - $63.21 $167K - $266K
4.2K $226K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.96K
+ 19.68%
$22.19 - $22.44 $221K - $224K
60.6K $1.36M
AXP
American Express CO

Financial Services
22
+ 0.18%
$294.27 - $342.31 $6.47K - $7.53K
12.6K $4.17M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.07K
+ 3.22%
$23.29 - $23.38 $165K - $165K
227K $5.3M
XEL
Xcel Energy Inc

Utilities
45
+ 0.35%
$67.56 - $80.65 $3.04K - $3.63K
12.9K $1.04M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
5.73K
+ 36.14%
$21.68 - $22.04 $124K - $126K
21.6K $474K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
758
+ 1.26%
$117.65 - $120.08 $89.2K - $91K
60.9K $7.28M
UNP
Union Pacific Corp

Industrials
53
+ 0.38%
$214.91 - $237.16 $11.4K - $12.6K
14.1K $3.32M
TRP
Tc Energy Corp

Energy
184
+ 1.4%
$46.58 - $54.41 $8.57K - $10K
13.3K $723K
MA
Mastercard Inc

Financial Services
67
+ 1.1%
$550.18 - $598.96 $36.9K - $40.1K
6.19K $3.52M
AEP
American Electric Power CO Inc

Utilities
142
+ 2.2%
$103.26 - $115.0 $14.7K - $16.3K
6.61K $743K
XOM
Exxon Mobil Corp

Energy
14
+ 0.1%
$105.83 - $117.22 $1.48K - $1.64K
14K $1.58M
NXPI
Nxp Semiconductors N.V.

Technology
24
+ 0.34%
$205.16 - $239.07 $4.92K - $5.74K
7.07K $1.61M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
484
+ 0.68%
$47.11 - $48.77 $22.8K - $23.6K
71.4K $3.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.25%
$404.94 - $499.99 $810 - $1K
793 $384K
MNST
Monster Beverage Corp

Consumer Defensive
239
+ 2.32%
$58.65 - $67.31 $14K - $16.1K
10.5K $709K
IEF
Ishares Barclays

ETFs
332
+ 1.81%
$93.91 - $97.26 $31.2K - $32.3K
18.7K $1.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
251
+ 11.44%
$98.52 - $103.93 $24.7K - $26.1K
2.45K $251K
EPR
Epr Properties

Real Estate
636
+ 1.83%
$52.58 - $61.21 $33.4K - $38.9K
35.3K $2.05M
DDOG
Datadog, Inc.

Technology
3
+ 0.09%
$124.52 - $155.15 $374 - $465
3.4K $484K
Activity Summary
Buys All Purchases 69 New Holdings 5 Increased Positions 64 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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