Midwest Professional Planners, Ltd. Purchases in Q2 2025

Midwest Professional Planners, Ltd.

  • $368 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FCNCA
First Citizens Bancshares Inc

Financial Services
56
+ 6.64%
$1561.69 - $1966.55 $87.5K - $110K
900 $1.76M
LMT
Lockheed Martin Corp

Industrials
106
+ 1.19%
$430.82 - $486.45 $45.7K - $51.6K
9K $4.17M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.95K
+ 18.64%
$22.09 - $22.44 $176K - $178K
50.6K $1.13M
LNG
Cheniere Energy, Inc.

Energy
292
+ 3.27%
$197.25 - $244.33 $57.6K - $71.3K
9.21K $2.24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.43K
+ 2.62%
$96.84 - $99.46 $139K - $143K
56.1K $5.56M
V
Visa Inc.

Financial Services
294
+ 2.58%
$308.27 - $373.31 $90.6K - $110K
11.7K $4.16M
NFLX
Netflix Inc

Communication Services
4
+ 1.14%
$855.86 - $1339.13 $3.42K - $5.36K
354 $474K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
300
+ 1.36%
$90.56 - $109.49 $27.2K - $32.8K
22.3K $2.44M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6.02K
+ 61.19%
$21.57 - $21.99 $130K - $132K
15.9K $347K
IDU
Ishares Tr U S Utils ETF

ETFs
385
+ 1.38%
$93.98 - $106.11 $36.2K - $40.9K
28.2K $2.95M
PAYX
Paychex Inc

Industrials
1.81K
+ 10.51%
$137.01 - $159.78 $247K - $289K
19K $2.76M
CRM
Salesforce, Inc.

Technology
162
+ 1.08%
$236.26 - $291.15 $38.3K - $47.2K
15.2K $4.13M
PYPL
Pay Pal Holdings, Inc.

Financial Services
83
+ 0.83%
$57.41 - $74.81 $4.77K - $6.21K
10.1K $748K
XEL
Xcel Energy Inc

Utilities
1.86K
+ 16.95%
$65.65 - $72.39 $122K - $135K
12.8K $873K
MANH
Manhattan Associates Inc

Technology
53
+ 1.89%
$143.9 - $197.47 $7.63K - $10.5K
2.85K $562K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.03K
+ 297.93%
$50.53 - $212.53 $204K - $856K
5.38K $298K
DE
Deere & CO

Industrials
10
+ 0.63%
$412.99 - $531.48 $4.13K - $5.31K
1.6K $815K
PNC
Pnc Financial Services Group, Inc.

Financial Services
125
+ 3.75%
$149.76 - $186.42 $18.7K - $23.3K
3.46K $645K
UNP
Union Pacific Corp

Industrials
619
+ 4.62%
$208.27 - $238.46 $129K - $148K
14K $3.22M
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.65%
$221.86 - $362.89 $1.33K - $2.18K
929 $295K
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.18%
$144.7 - $178.6 $579 - $714
2.28K $401K
BXP
Boston Properties Inc

Real Estate
690
+ 6.53%
$56.86 - $74.12 $39.2K - $51.1K
11.2K $758K
MNST
Monster Beverage Corp

Consumer Defensive
69
+ 0.67%
$55.01 - $64.24 $3.8K - $4.43K
10.3K $645K
IEF
Ishares Barclays

ETFs
350
+ 1.95%
$93.15 - $96.56 $32.6K - $33.8K
18.3K $1.76M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
295
+ 1.41%
$82.21 - $83.12 $24.3K - $24.5K
21.3K $1.76M
TER
Teradyne, Inc

Technology
25
+ 0.84%
$67.96 - $91.05 $1.7K - $2.28K
2.99K $268K
D
Dominion Energy, Inc

Utilities
284
+ 2.66%
$49.66 - $58.0 $14.1K - $16.5K
11K $619K
OGE
Oge Energy Corp.

Utilities
1.29K
+ 5.36%
$42.23 - $46.38 $54.6K - $59.9K
25.4K $1.13M
PSA
Public Storage

Real Estate
195
+ 2.81%
$266.31 - $309.77 $51.9K - $60.4K
7.14K $2.09M
WM
Waste Management Inc

Industrials
241
+ 1.6%
$216.47 - $242.1 $52.2K - $58.3K
15.3K $3.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
85
+ 4.03%
$97.29 - $105.63 $8.27K - $8.98K
2.19K $222K
OHI
Omega Healthcare Investors Inc

Real Estate
1.59K
+ 3.99%
$35.55 - $39.05 $56.5K - $62.1K
41.4K $1.52M
Arista Networks Inc
17
+ 0.1%
N/A
17.4K $0
Blackrock Inc
65
+ 2.63%
N/A
2.53K $0
Lam Research Corp
857
+ 1.66%
N/A
52.4K $0
PR
Permian Resources Corporation

Energy
723
+ 1.01%
$10.36 - $14.93 $7.49K - $10.8K
72.1K $982K
NOC
Northrop Grumman Corp

Industrials
92
+ 1.99%
$456.3 - $540.39 $42K - $49.7K
4.71K $2.35M
UHT
Universal Health Realty Income Trust

Real Estate
61
+ 0.49%
$36.71 - $41.51 $2.24K - $2.53K
12.5K $498K
WTM
White Mountains Insurance Group LTD

Financial Services
36
+ 6.08%
$1699.35 - $1901.99 $61.2K - $68.5K
628 $1.13M
PLD
Prologis, Inc.

Real Estate
89
+ 2.1%
$89.76 - $112.34 $7.99K - $10K
4.33K $455K
NMFC
New Mountain Finance Corp

Financial Services
4.72K
+ 3.25%
$9.11 - $11.09 $43K - $52.3K
150K $1.58M
AEP
American Electric Power CO Inc

Utilities
135
+ 2.13%
$98.59 - $109.11 $13.3K - $14.7K
6.47K $671K
PBA
Pembina Pipeline Corp

Energy
312
+ 1.88%
$35.16 - $40.88 $11K - $12.8K
16.9K $633K
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.32%
$157.66 - $172.39 $1.42K - $1.55K
2.86K $454K
OXY
Occidental Petroleum Corp

Energy
37
+ 0.66%
$36.11 - $49.33 $1.34K - $1.83K
5.67K $238K
NOG
Northern Oil & Gas, Inc.

Energy
964
+ 2.32%
$20.6 - $32.16 $19.9K - $31K
42.4K $1.2M
XOM
Exxon Mobil Corp

Energy
542
+ 4.02%
$99.93 - $119.04 $54.2K - $64.5K
14K $1.51M
ABR
Arbor Realty Trust Inc

Real Estate
1.41K
+ 1.37%
$8.92 - $11.89 $12.6K - $16.8K
104K $1.12M
CVX
Chevron Corp

Energy
320
+ 4.19%
$133.73 - $168.51 $42.8K - $53.9K
7.95K $1.14M
Activity Summary
Buys All Purchases 102 New Holdings 6 Increased Positions 96 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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