Midwest Professional Planners, Ltd. Purchases in Q1 2025

Midwest Professional Planners, Ltd.

  • $311 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
51.1K
+ 92.61%
$74.85 - $84.89 $3.83M - $4.34M
106K $8.69M
SHV
Ishares Tr

ETFs
22.9K
+ 90.01%
$110.11 - $110.51 $2.52M - $2.53M
48.4K $5.35M
IWP
Ishares Russell Mid Cap Growth

ETFs
21.2K
New
$114.9 - $139.6 $2.44M - $2.97M
21.2K $2.5M
XLK
Technology Sector Spdr

ETFs
11.9K
New
$206.38 - $242.18 $2.46M - $2.88M
11.9K $2.46M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
92.8K
+ 73.73%
$22.77 - $22.94 $2.11M - $2.13M
219K $5.02M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
61.8K
+ 40.48%
$23.29 - $23.38 $1.44M - $1.44M
214K $5.01M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.17K
+ 16.15%
$114.57 - $118.14 $936K - $965K
58.8K $6.94M
RTX
Raytheon Technologies Corp

Industrials
4.72K
+ 29.62%
$114.1 - $135.66 $538K - $640K
20.6K $2.73M
PEP
Pepsico Inc

Consumer Defensive
5.85K
+ 229.0%
$142.64 - $156.42 $835K - $915K
8.41K $1.26M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
35K
+ 65.71%
$22.11 - $22.43 $775K - $786K
88.4K $1.98M
EPR
Epr Properties

Real Estate
8.4K
+ 34.23%
$43.98 - $53.81 $370K - $452K
33K $1.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.85K
New
$165.25 - $224.62 $637K - $865K
3.85K $639K
PAYX
Paychex Inc

Industrials
2.23K
+ 14.9%
$136.06 - $154.52 $303K - $344K
17.2K $2.65M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24.1K
+ 129.6%
$21.77 - $22.25 $524K - $536K
42.7K $949K
V
Visa Inc.

Financial Services
199
+ 1.77%
$306.92 - $362.71 $61.1K - $72.2K
11.4K $4M
ABBV
Abb Vie Inc.

Healthcare
90
+ 0.66%
$169.2 - $216.66 $15.2K - $19.5K
13.7K $2.87M
MA
Mastercard Inc

Financial Services
542
+ 10.38%
$504.67 - $576.31 $274K - $312K
5.77K $3.16M
ZBRA
Zebra Technologies Corp

Technology
1.5K
+ 155.03%
$271.72 - $421.11 $406K - $630K
2.46K $695K
IEF
Ishares Barclays

ETFs
2.76K
+ 18.12%
$91.17 - $95.39 $252K - $263K
18K $1.72M
DBP
Invesco Db Precious Metals Fund

ETFs
1.1K
+ 5.98%
$61.03 - $71.45 $66.8K - $78.2K
19.4K $1.39M
IDU
Ishares Tr U S Utils ETF

ETFs
1.31K
+ 4.94%
$95.33 - $102.77 $125K - $134K
27.8K $2.82M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.89K
+ 15.97%
$81.83 - $82.73 $237K - $239K
21K $1.74M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.11K
New
$97.25 - $104.79 $205K - $221K
2.11K $218K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
9.84K
New
$21.16 - $21.77 $208K - $214K
9.84K $214K
CVX
Chevron Corp

Energy
247
+ 3.35%
$146.71 - $167.97 $36.2K - $41.5K
7.63K $1.28M
KLAC
Kla Corp

Technology
304
New
$636.62 - $777.63 $194K - $236K
304 $206K
UNH
Unitedhealth Group Inc

Healthcare
388
New
$461.52 - $548.18 $179K - $213K
388 $203K
XOM
Exxon Mobil Corp

Energy
419
+ 3.21%
$105.44 - $118.93 $44.2K - $49.8K
13.5K $1.6M
XEL
Xcel Energy Inc

Utilities
2.06K
+ 23.07%
$63.37 - $72.1 $130K - $148K
11K $776K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.43K
+ 19.79%
$105.1 - $109.61 $150K - $156K
8.63K $937K
LNG
Cheniere Energy, Inc.

Energy
87
+ 0.99%
$209.32 - $253.66 $18.2K - $22.1K
8.92K $2.06M
XLF
Financial Sector Spdr

ETFs
1.44K
+ 2.64%
$47.32 - $52.19 $68K - $74.9K
55.9K $2.78M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.1K
+ 14.56%
$75.99 - $81.58 $160K - $171K
16.5K $1.27M
OGE
Oge Energy Corp.

Utilities
612
+ 2.61%
$39.76 - $46.32 $24.3K - $28.3K
24.1K $1.11M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.58K
+ 15.72%
$50.87 - $51.09 $131K - $132K
19K $969K
AEP
American Electric Power CO Inc

Utilities
208
+ 3.4%
$90.32 - $109.27 $18.8K - $22.7K
6.33K $692K
RY
Royal Bank Of Canada

Financial Services
1.56K
+ 16.65%
$108.81 - $123.4 $170K - $193K
10.9K $1.23M
EEM
Ishares Msci Emerging Markets

ETFs
1.05K
+ 3.53%
$40.81 - $45.34 $42.9K - $47.6K
30.8K $1.34M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.88K
+ 19.34%
$49.42 - $50.43 $92.7K - $94.6K
11.6K $578K
ARCC
Ares Capital Corp

Financial Services
3.31K
+ 6.41%
$21.28 - $23.81 $70.5K - $78.9K
55K $1.22M
MNST
Monster Beverage Corp

Consumer Defensive
284
+ 2.85%
$46.16 - $58.58 $13.1K - $16.6K
10.2K $599K
HYG
Ishares Tr

ETFs
933
+ 18.04%
$78.51 - $80.11 $73.2K - $74.7K
6.11K $481K
SHOP
Shopify Inc.

Technology
1.9K
+ 18.06%
$90.59 - $129.31 $172K - $246K
12.4K $1.19M
GS
Goldman Sachs Group Inc

Financial Services
358
+ 6.88%
$524.81 - $672.19 $188K - $241K
5.56K $3.04M
NSC
Norfolk Southern Corp

Industrials
164
+ 1.84%
$227.69 - $259.76 $37.3K - $42.6K
9.08K $2.15M
OHI
Omega Healthcare Investors Inc

Real Estate
1.15K
+ 2.97%
$35.7 - $38.33 $41K - $44K
39.8K $1.52M
PBA
Pembina Pipeline Corp

Energy
7
+ 0.04%
$35.13 - $40.12 $246 - $281
16.6K $663K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.03K
+ 5.26%
$56.17 - $59.71 $57.6K - $61.2K
20.5K $1.17M
DBA
Invesco Db Agriculture Fund

ETFs
2.36K
+ 5.22%
$26.05 - $28.38 $61.5K - $67K
47.6K $1.25M
Activity Summary
Buys All Purchases 84 New Holdings 7 Increased Positions 77 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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