Holdings Channel
EntityShares/Amount
Change
Position Value
Change
IWP +26,234+$2,740
XLF +72,452+$2,724
XLB +31,563+$2,700
FI +15,033+$1,997
ARCC +57,302+$1,148
NMFC +87,308+$1,111
JEPI +19,997+$1,099
ARM +9,498+$714
SHOP +3,676+$286
BA +905+$236
EntityShares/Amount
Change
Position Value
Change
XLE -32,259-$2,916
IGE -67,622-$2,812
XLV -21,387-$2,753
FISV -14,020-$1,584
IBB -7,193-$880
VMW -3,565-$594
ALGN -1,101-$336
LLY -567-$305
PKST -10,435-$174
EntityShares/Amount
Change
Position Value
Change
EFA +23,582+$2,173
IEI +9,996+$1,230
XLK +3,549+$999
HPE +3,426+$41
INTC +2,725+$753
OGE +2,718+$139
BSX +2,292+$360
EPR +2,225+$258
OHI +2,005+$10
PLTR +1,685+$51
EntityShares/Amount
Change
Position Value
Change
SHY -26,507-$2,126
AGG -25,151-$1,978
HYG -13,506-$975
SPY -6,274+$1,977
ABBV -2,671-$301
EMXC -2,398+$163
FLOT -2,222-$117
CWB -2,157-$75
IWV -1,871-$37
Size ($ in 1000's)
At 12/31/2023: $250,858
At 09/30/2023: $222,368

Midwest Professional Planners LTD. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Midwest Professional Planners LTD. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Midwest Professional Planners LTD.
As of  12/31/2023, we find all stocks held by Midwest Professional Planners LTD. to be as follows, presented in the table below with each row detailing each Midwest Professional Planners LTD. position, ordered by largest to smallest position size. The all-stocks-held-by-Midwest Professional Planners LTD. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Midwest Professional Planners LTD. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 97,401 -6,274 $46,296
     SPY97,401-6,274$46,296
NVIDIA CORPORATION 15,971 +108 $7,909
     NVDA15,971+108$7,909
ISHARES TR (AGG) 74,443 -25,151 $7,388
     AGG74,443-25,151$7,388
ISHARES TR (EFA) 85,184 +23,582 $6,419
     EFA85,184+23,582$6,419
MOODYS CORP 14,493 +584 $5,661
     MCO14,493+584$5,661
BROADCOM INC 4,784 +749 $5,340
     AVGO4,784+749$5,340
ISHARES TR (IJH) 17,660 -393 $4,894
     IJH17,660-393$4,894
APPLIED MATLS INC 28,907 +387 $4,685
     AMAT28,907+387$4,685
APPLE INC 23,781 +1,324 $4,578
     AAPL23,781+1,324$4,578
JPMORGAN CHASE &CO 26,667 +1,625 $4,536
     JPM26,667+1,625$4,536
LAM RESEARCH CORP 5,791 +282 $4,536
     LRCX5,791+282$4,536
COSTCO WHSL CORP NEW 6,845 +477 $4,518
     COST6,845+477$4,518
ISHARES TR (IWV) 14,719 -1,871 $4,029
     IWV14,719-1,871$4,029
EATON CORP PLC 16,489 +516 $3,971
     ETN16,489+516$3,971
LOCKHEED MARTIN CORP 7,895 +594 $3,578
     LMT7,895+594$3,578
MICROSOFT CORP 8,741 +509 $3,287
     MSFT8,741+509$3,287
SALESFORCE INC 11,400 +1,012 $3,000
     CRM11,400+1,012$3,000
ISHARES TR (IEI) 25,009 +9,996 $2,929
     IEI25,009+9,996$2,929
WASTE MGMT INC DEL 16,109 +721 $2,885
     WM16,109+721$2,885
UNION PAC CORP 11,639 +631 $2,859
     UNP11,639+631$2,859
ISHARES TR (IWF) 9,339 -1,424 $2,831
     IWF9,339-1,424$2,831
SELECT SECTOR SPDR TR (XLK) 14,630 +3,549 $2,816
     XLK14,630+3,549$2,816
ISHARES INC (EMXC) 50,697 -2,398 $2,809
     EMXC50,697-2,398$2,809
BOSTON SCIENTIFIC CORP 47,648 +2,292 $2,755
     BSX47,648+2,292$2,755
INVESCO QQQ TR      $2,741
     UNIT SER 16,694+6,694$2,741
ISHARES TR (IWP) 26,234 +26,234 $2,740
     IWP26,234+26,234$2,740
SELECT SECTOR SPDR TR (XLF) 72,452 +72,452 $2,724
     XLF72,452+72,452$2,724
SELECT SECTOR SPDR TR (XLB) 31,563 +31,563 $2,700
     XLB31,563+31,563$2,700
NORTHROP GRUMMAN CORP 5,751 +331 $2,692
     NOC5,751+331$2,692
OSHKOSH CORP 24,362 +768 $2,641
     OSK24,362+768$2,641
ABBVIE INC 16,473 -2,671 $2,553
     ABBV16,473-2,671$2,553
ISHARES TR (IJR) 23,457 -574 $2,539
     IJR23,457-574$2,539
EDWARDS LIFESCIENCES CORP 32,379 +1,481 $2,469
     COM32,379+32,379$2,469
ADVANCED MICRO DEVICES INC 16,311 +1,460 $2,404
     AMD16,311+1,460$2,404
AMGEN INC 8,239 +577 $2,373
     AMGN8,239+577$2,373
INTEL CORP 44,630 +2,725 $2,243
     INTC44,630+2,725$2,243
FISERV INC 15,033 +15,033 $1,997
     FI15,033+15,033$1,997
VISA INC 7,607 +481 $1,980
     V7,607+481$1,980
ORACLE CORP 18,660 +823 $1,967
     ORCL18,660+823$1,967
NIKE INC 17,896 +807 $1,943
     NKE17,896+807$1,943
CUMMINS INC 7,843 +529 $1,879
     CMI7,843+529$1,879
CHEVRON CORP NEW 12,027 +650 $1,794
     CVX12,027+650$1,794
PAYCHEX INC 14,900 +705 $1,775
     PAYX14,900+705$1,775
PUBLIC STORAGE 5,754 +366 $1,755
     PSA5,754+366$1,755
NXP SEMICONDUCTORS N V 7,611 +636 $1,748
     NXPI7,611+636$1,748
ANALOG DEVICES INC 8,797 +728 $1,747
     ADI8,797+728$1,747
AMERICAN TOWER CORP NEW 7,718 +549 $1,666
     AMT7,718+549$1,666
SKYWORKS SOLUTIONS INC 14,650 +996 $1,647
     SWKS14,650+996$1,647
ISHARES TR (SHY) 19,140 -26,507 $1,570
     SHY19,140-26,507$1,570
EXXON MOBIL CORP 15,455 +903 $1,545
     XOM15,455+903$1,545
CAPITAL ONE FINL CORP 11,649 +501 $1,527
     COF11,649+501$1,527
PEPSICO INC 8,676 +446 $1,474
     PEP8,676+446$1,474
CHENIERE ENERGY INC 8,262 +738 $1,410
     LNG8,262+738$1,410
ISHARES TR (IEF) 14,412 -1,743 $1,389
     IEF14,412-1,743$1,389
META PLATFORMS INC 3,819 +255 $1,352
     META3,819+255$1,352
GENUINE PARTS CO 9,514 +681 $1,318
     GPC9,514+681$1,318
BLACKROCK INC 1,510 +31 $1,226
     BLK1,510+31$1,226
SPDR SER TR (CWB) 16,183 -2,157 $1,168
     CWB16,183-2,157$1,168
EPR PPTYS 23,953 +2,225 $1,161
     EPR23,953+2,225$1,161
ARES CAPITAL CORP 57,302 +57,302 $1,148
     ARCC57,302+57,302$1,148
GOLDMAN SACHS GROUP INC 2,929 +244 $1,130
     GS2,929+244$1,130
NEW MTN FIN CORP 87,308 +87,308 $1,111
     NMFC87,308+87,308$1,111
J P MORGAN EXCHANGE TRADED F (JEPI) 19,997 +19,997 $1,099
     JEPI19,997+19,997$1,099
VERTEX PHARMACEUTICALS INC 2,702 +172 $1,099
     VRTX2,702+172$1,099
AMAZON COM INC 7,201 +285 $1,094
     AMZN7,201+285$1,094
ABBOTT LABS 9,593 +247 $1,056
     ABT9,593+247$1,056
OGE ENERGY CORP 29,884 +2,718 $1,044
     OGE29,884+2,718$1,044
ROYAL BK CDA 9,579 +659 $969
     RY9,579+659$969
PROLOGIS INC. 7,139 +258 $952
     PLD7,139+258$952
ISHARES TR (EEM) 23,222 +1,470 $934
     EEM23,222+1,470$934
ELECTRONIC ARTS INC 6,561 +456 $898
     EA6,561+456$898
KIMBERLY CLARK CORP 7,294 +420 $886
     KMB7,294+420$886
NORFOLK SOUTHN CORP 3,673 +99 $868
     NSC3,673+99$868
PRICE T ROWE GROUP INC 7,993 +472 $861
     TROW7,993+472$861
COMCAST CORP NEW 19,442 +879 $853
     CMCSA19,442+879$853
ISHARES TR (LQD) 7,520 -995 $832
     LQD7,520-995$832
ISHARES TR (FLOT) 16,156 -2,222 $818
     FLOT16,156-2,222$818
HEWLETT PACKARD ENTERPRISE C 46,906 +3,426 $796
     HPE46,906+3,426$796
INTUITIVE SURGICAL INC 2,132 +166 $719
     ISRG2,132+166$719
ARM HOLDINGS PLC 9,498 +9,498 $714
     ARM9,498+9,498$714
OMEGA HEALTHCARE INVS INC 22,475 +2,005 $689
     OHI22,475+2,005$689
CISCO SYS INC 13,288 +1,194 $671
     CSCO13,288+1,194$671
ALPHABET INC 4,637 +488 $653
     GOOG4,637+488$653
THERMO FISHER SCIENTIFIC INC 1,196 +55 $635
     TMO1,196+55$635
TESLA INC 2,418 +96 $601
     TSLA2,418+96$601
ADOBE INC 986 +70 $588
     ADBE986+70$588
MICRON TECHNOLOGY INC 6,641 +1,601 $567
     MU6,641+1,601$567
ISHARES TR (SHV) 5,073 -181 $559
     SHV5,073-181$559
EOG RES INC 4,537 +413 $549
     EOG4,537+413$549
ALPHABET INC 3,919 +206 $547
     GOOGL3,919+206$547
XCEL ENERGY INC 8,465 +482 $524
     XEL8,465+482$524
RTX CORPORATION 6,042 +199 $508
     COM6,042+6,042$508
ISHARES TR (IAGG) 9,944 -1,401 $495
     IAGG9,944-1,401$495
AMERICAN EXPRESS CO 2,449 +45 $459
     AXP2,449+45$459
IONIS PHARMACEUTICALS INC 8,519 +694 $431
     IONS8,519+694$431
ZOETIS INC 2,178 +192 $430
     ZTS2,178+192$430
ISHARES TR (MUB) 3,939 -665 $427
     MUB3,939-665$427
ISHARES TR (HYG) 5,437 -13,506 $421
     HYG5,437-13,506$421
BERKSHIRE HATHAWAY INC DEL      $401
     BRK.B1,123UNCH$401
PROCTER AND GAMBLE CO 2,654 +8 $389
     PG2,654+8$389
RENAISSANCERE HLDGS LTD 1,926 +49 $377
     RNR1,926+49$377
ARISTA NETWORKS INC 1,558 +133 $367
     ANET1,558+133$367
BADGER METER INC 2,368 UNCH $366
     BMI2,368UNCH$366
EVERSOURCE ENERGY 5,804 +239 $358
     ES5,804+239$358
PALANTIR TECHNOLOGIES INC 20,678 +1,685 $355
     PLTR20,678+1,685$355
DISCOVER FINL SVCS 3,086 +102 $347
     DFS3,086+102$347
UNIVERSAL HEALTH RLTY INCOME      $340
     SH BEN INT7,864+7,864$340
KIMCO RLTY CORP 15,862 +1,511 $338
     KIM15,862+1,511$338
DOMINION ENERGY INC 7,179 +696 $337
     D7,179+696$337
AMERICAN ELEC PWR CO INC 4,095 +180 $333
     AEP4,095+180$333
BIONTECH SE 2,965 +143 $313
     BNTX2,965+143$313
CORTEVA INC 6,507 +223 $312
     CTVA6,507+223$312
MASTERCARD INCORPORATED 704 +46 $300
     MA704+46$300
DATADOG INC 2,389 +183 $290
     DDOG2,389+183$290
VANGUARD INDEX FDS (VO) 1,245 UNCH $290
     VO1,245UNCH$290
HEALTHPEAK PROPERTIES INC 14,552 +937 $288
     PEAK14,552+937$288
SHOPIFY INC 3,676 +3,676 $286
     SHOP3,676+3,676$286
TEXAS INSTRS INC 1,614 +96 $275
     TXN1,614+96$275
WESTLAKE CORPORATION 1,948 +163 $273
     WLK1,948+163$273
BOSTON PROPERTIES INC 3,624 +183 $254
     BXP3,624+183$254
DEERE &CO 632 +21 $253
     DE632+21$253
BOEING CO 905 +905 $236
     BA905+905$236
MONSTER BEVERAGE CORP NEW 4,054 +4,054 $234
     MNST4,054+4,054$234
VANGUARD INDEX FDS (VV) 1,036 -94 $226
     VV1,036-94$226
WEC ENERGY GROUP INC 2,689 -355 $226
     WEC2,689-355$226
VALVOLINE INC 5,864 +5,864 $220
     VVV5,864+5,864$220
EXACT SCIENCES CORP 2,749 +2,749 $203
     EXAS2,749+2,749$203
XTANT MED HLDGS INC 35,744 UNCH $40
     XTNT35,744UNCH$40
CHROMADEX CORP 20,950 +0 $30
     CDXC20,950UNCH$30
ALIGN TECHNOLOGY INC $0 (exited)
     ALGN0-1,101$0
FISERV INC $0 (exited)
     FISV0-14,020$0
ISHARES TR $0 (exited)
     IBB0-7,193$0
ISHARES TR $0 (exited)
     IGE0-67,622$0
ELI LILLY &CO $0 (exited)
     LLY0-567$0
PEAKSTONE REALTY TRUST $0 (exited)
     PKST0-10,435$0
VMWARE INC $0 (exited)
     VMW0-3,565$0
SELECT SECTOR SPDR TR $0 (exited)
     XLE0-32,259$0
SELECT SECTOR SPDR TR 0 -21,387 $0 (exited)
     XLV0-21,387$0

See Summary: Midwest Professional Planners LTD. Top Holdings
See Details: Top 10 Stocks Held By Midwest Professional Planners LTD.

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