Midwest Professional Planners, Ltd. Incresed Positions 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
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.85K
+ 14.32%
$95.85 - $99.25 $656K - $680K
54.7K $5.41M
EPR
Epr Properties

Real Estate
8.4K
+ 34.23%
$43.98 - $53.81 $370K - $452K
33K $1.73M
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
CVX
Chevron Corp

Energy
247
+ 3.35%
$146.71 - $167.97 $36.2K - $41.5K
7.63K $1.28M
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
NSC
Norfolk Southern Corp

Industrials
164
+ 1.84%
$227.69 - $259.76 $37.3K - $42.6K
9.08K $2.15M
GS
Goldman Sachs Group Inc

Financial Services
358
+ 6.88%
$524.81 - $672.19 $188K - $241K
5.56K $3.04M
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
UHT
Universal Health Realty Income Trust

Real Estate
23
+ 0.19%
$35.13 - $42.02 $808 - $966
12.4K $508K
PLD
Prologis, Inc.

Real Estate
31
+ 0.74%
$103.59 - $124.04 $3.21K - $3.85K
4.24K $474K
D
Dominion Energy, Inc

Utilities
34
+ 0.32%
$52.85 - $57.43 $1.8K - $1.95K
10.7K $598K
PSA
Public Storage

Real Estate
78
+ 1.14%
$288.99 - $313.98 $22.5K - $24.5K
6.94K $2.08M
FISV
Fiserv Inc

Technology
167
+ 1.33%
N/A
12.7K $1.6M
WTM
White Mountains Insurance Group LTD

Financial Services
11
+ 1.89%
$1818.58 - $1983.07 $20K - $21.8K
592 $1.14M
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.28%
$158.56 - $176.26 $1.27K - $1.41K
2.85K $485K
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
Track This Portfolio

Track Midwest Professional Planners, Ltd. Portfolio

Follow Midwest Professional Planners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Professional Planners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Midwest Professional Planners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email