Midwest Professional Planners, Ltd. Portfolio Holdings by Sector
Midwest Professional Planners, Ltd.
- $311 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY EFA IEI AGG SHV IBTG IBTF IJH 35 stocks |
$117,020
37.61% of portfolio
|
27
|
7
|
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO ADI AMD NXPI MU TSM TXN 9 stocks |
$23,009
7.39% of portfolio
|
3
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V COF AXP MA DFS SOFI PYPL 7 stocks |
$17,155
5.51% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR SNPS 4 stocks |
$9,879
3.17% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX NOC 3 stocks |
$9,068
2.91% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX EW ABT 3 stocks |
$8,638
2.78% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN CMI 2 stocks |
$8,033
2.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM RY 2 stocks |
$7,371
2.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SHOP CDNS MANH DDOG 5 stocks |
$6,922
2.22% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$6,538
2.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW NMFC MAIN ARCC 4 stocks |
$5,990
1.92% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
$5,489
1.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$5,365
1.72% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$5,314
1.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN 2 stocks |
$4,916
1.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG TRMD PBA TRP INSW 5 stocks |
$4,430
1.42% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT TER KLAC 3 stocks |
$3,997
1.28% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EPR 2 stocks |
$3,969
1.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,903
1.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
NOG PR CNX EOG OXY 5 stocks |
$3,884
1.25% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
OGE XEL AEP D ES WEC 6 stocks |
$3,799
1.22% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$3,486
1.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS IBKR 2 stocks |
$3,262
1.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
OSK DE 2 stocks |
$3,223
1.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,878
0.92% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HPE CSCO ZBRA 3 stocks |
$2,791
0.9% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$2,650
0.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$2,551
0.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FCNCA PNC PFS 3 stocks |
$2,410
0.77% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX BNTX CDXC 3 stocks |
$2,176
0.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI UHT 2 stocks |
$2,024
0.65% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP MNST 2 stocks |
$1,859
0.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,859
0.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$1,595
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,398
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,344
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,231
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ABR 1 stocks |
$1,208
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WTM 1 stocks |
$1,140
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$901
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$844
0.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$763
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BXP 1 stocks |
$709
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$523
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$511
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$503
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$450
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$402
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$394
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$326
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$324
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC 1 stocks |
$313
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$239
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$203
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|