13F-HR filed by Midwest Professional Planners, LTD.
Midwest Professional Planners, LTD. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-11, with 149 holding rows worth $379,777,778.
- Accession
- 0001104659-25-075997
- Filer
- CIK 1730575
- Filed
- 2025-08-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 149 entries on the cover page, a total value of $379,777,778 stated on the cover page (in dollars after the unit check, H1), rows summing to $379,777,778 with VALUE read as dollars as filed, 13F file number 028-18384. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 58,572 | $36,188,546 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 183,503 | $20,262,429 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 81,629 | $12,896,538 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 43,205 | $11,909,428 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 104,039 | $9,300,051 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 25,212 | $7,309,185 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 60,153 | $7,163,657 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 6,994 | $6,923,183 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 30,609 | $6,512,380 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,940 | $6,436,263 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 17,154 | $6,123,936 | dollars as filed | |
| ISHARES TR | 46436E858 | IBONDS 26 TRM TS | 262,423 | $6,017,362 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 11,963 | $6,000,466 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 56,091 | $5,564,211 | dollars as filed | |
| ISHARES TR | 46436E866 | IBONDS 25 TRM TS | 219,651 | $5,131,036 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 52,350 | $5,095,789 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 14,455 | $5,073,758 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 23,054 | $5,040,356 | dollars as filed | |
| IJH | 464287507 | COM | 80,667 | $5,002,939 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 46,492 | $4,993,722 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,211 | $4,584,349 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 31,374 | $4,581,245 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 24,917 | $4,561,561 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 94,534 | $4,560,326 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 9,001 | $4,168,659 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 11,706 | $4,156,225 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 15,162 | $4,134,528 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 5,738 | $4,061,229 | dollars as filed | |
| American Express Company | 025816109 | COM | 12,533 | $3,997,826 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 11,471 | $3,756,797 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 15,299 | $3,500,797 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 6,118 | $3,437,711 | dollars as filed | |
| ISHARES TR | 46429B291 | A RATE CP BD ETF | 70,942 | $3,393,873 | dollars as filed | |
| Apple Inc | 037833100 | COM | 16,172 | $3,317,958 | dollars as filed | |
| OSHKOSH CORP COM | 688239201 | Stock | 28,717 | $3,260,579 | dollars as filed | |
| MAIN STR CAP CORP | 56035L104 | COM | 54,772 | $3,237,010 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 51,222 | $3,234,144 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 14,008 | $3,222,899 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 7,477 | $3,174,409 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,720 | $3,155,424 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 22,736 | $3,153,081 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 57,708 | $3,022,171 | dollars as filed | |
| ISHARES TR | 46436E841 | IBONDS 27 TRM TS | 132,541 | $2,980,847 | dollars as filed | |
| ISHARES TR | 464287697 | U.S. UTILITS ETF | 28,188 | $2,947,626 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 37,451 | $2,929,082 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 9,337 | $2,846,198 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 18,988 | $2,761,974 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 2,532 | $2,656,358 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 10,266 | $2,627,893 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 14,086 | $2,614,692 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 22,294 | $2,436,561 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 4,708 | $2,353,994 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 10,257 | $2,266,930 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 9,211 | $2,243,043 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 9,411 | $2,240,011 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 13,689 | $2,214,059 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 15,456 | $2,193,273 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 9,774 | $2,144,318 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 7,138 | $2,094,348 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 15,040 | $2,045,571 | dollars as filed | |
| EPR PPTYS COM SH BEN INT | 26884U109 | REIT | 34,688 | $2,020,938 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 93,246 | $1,906,877 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 14,442 | $1,899,785 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 6,578 | $1,836,663 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 17,430 | $1,783,263 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 21,284 | $1,763,590 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 900 | $1,760,860 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 18,338 | $1,756,207 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 12,724 | $1,734,536 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 8,975 | $1,592,077 | dollars as filed | |
| NEW MTN FIN CORP | 647551100 | COM | 150,065 | $1,583,185 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 7,049 | $1,540,108 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 3,425 | $1,524,810 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 2,798 | $1,520,461 | dollars as filed | |
| OMEGA HEALTHCARE INVS INC COM | 681936100 | REIT | 41,404 | $1,517,460 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 14,019 | $1,511,215 | dollars as filed | |
| GLOBAL X FDS | 37954Y293 | GLB X MLP ENRG I | 23,572 | $1,477,022 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 12,554 | $1,448,104 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 65,771 | $1,444,326 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 24,899 | $1,415,506 | dollars as filed | |
| NORTHERN OIL & GAS INC COM | 665531307 | Stock | 42,429 | $1,202,854 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 63,271 | $1,152,165 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 7,950 | $1,138,359 | dollars as filed | |
| ISHARES TR | 46436E833 | IBONDS 28 TRM TS | 50,617 | $1,131,796 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 628 | $1,127,714 | dollars as filed | |
| OGE ENERGY CORP | 670837103 | COM | 25,389 | $1,126,745 | dollars as filed | |
| ARBOR REALTY TRUST INC | 038923108 | COM | 104,303 | $1,116,041 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 15,685 | $1,114,236 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 3,465 | $1,067,740 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 14,890 | $1,033,046 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 8,327 | $1,026,289 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 6,155 | $982,973 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 72,142 | $982,580 | dollars as filed | |
| TORM PLC SHS CL A | G89479102 | Stock | 53,341 | $888,653 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,886 | $880,194 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 1,713 | $878,221 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 12,822 | $873,178 | dollars as filed | |
| CNX RES CORP COM | 12653C108 | Stock | 25,808 | $869,213 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,603 | $814,941 | dollars as filed | |
| RENAISSANCERE HLDGS LTD COM | G7496G103 | Stock | 3,170 | $769,977 | dollars as filed | |
| BXP INC COM | 101121101 | REIT | 11,249 | $758,975 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 2,427 | $748,390 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 10,067 | $748,179 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 7,511 | $724,850 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 5,717 | $700,958 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 6,469 | $671,185 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 10,305 | $645,505 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 3,460 | $645,020 | dollars as filed | |
| TC ENERGY CORP | 87807B107 | COM | 13,112 | $639,758 | dollars as filed | |
| PEMBINA PIPELINE CORP COM | 706327103 | Stock | 16,890 | $633,541 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 10,966 | $619,771 | dollars as filed | |
| BADGER METER INC COM | 056525108 | Stock | 2,368 | $580,042 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 2,850 | $562,790 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 9,946 | $558,468 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 2,644 | $549,042 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 4,271 | $510,805 | dollars as filed | |
| UNIVERSAL HEALTH RLTY INCOME | 91359E105 | REIT | 12,469 | $498,381 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 3,106 | $484,318 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 354 | $474,052 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 3,401 | $456,856 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 4,333 | $455,473 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,855 | $454,850 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,391 | $447,690 | dollars as filed | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 3,906 | $415,823 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,279 | $401,633 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 4,832 | $374,011 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 5,777 | $367,524 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 748 | $363,356 | dollars as filed | |
| ISHARES TR | 46436E825 | IBONDS 29 TRM TS | 15,864 | $347,739 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,700 | $327,512 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 3,096 | $322,108 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 10,039 | $320,837 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 791 | $320,836 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,479 | $319,565 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,125 | $314,809 | dollars as filed | |
| NIAGEN BIOSCIENCE INC | 171077407 | COM NEW | 20,950 | $301,890 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 5,380 | $298,130 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 929 | $295,106 | dollars as filed | |
| KLA CORP | 482480100 | COM | 303 | $271,449 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 2,986 | $268,518 | dollars as filed | |
| PROVIDENT FINL SVCS INC COM | 74386T105 | Stock | 15,144 | $265,469 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 2,457 | $256,019 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 895 | $255,344 | dollars as filed | |
| INTERNATIONAL SEAWAYS INC COM | Y41053102 | Stock | 6,715 | $244,967 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 5,669 | $238,154 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 90 | $235,227 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 4,344 | $230,840 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 2,194 | $222,907 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 899 | $200,384 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-075997 | this filing | 2025-08-11 | acceptance time not in the bulk data set |