Midwest Professional Planners, Ltd. Incresed Positions in Q3 2024

Midwest Professional Planners, Ltd.

  • $324 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
35.7K
+ 234.37%
$71.19 - $76.59 $2.54M - $2.73M
50.9K $3.9M
AAPL
Apple Inc.

Technology
4.44K
+ 20.93%
$207.23 - $234.82 $921K - $1.04M
25.7K $5.98M
LMT
Lockheed Martin Corp

Industrials
475
+ 5.67%
$460.3 - $584.56 $219K - $278K
8.85K $5.17M
AVGO
Broadcom Inc.

Technology
43.1K
+ 972.54%
$136.27 - $1745.86 $5.87M - $75.2M
47.5K $8.19M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
40.7K
+ 119.46%
$22.55 - $23.1 $918K - $940K
74.8K $1.73M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
38.4K
+ 61.21%
$23.13 - $23.43 $888K - $899K
101K $2.37M
ORCL
Oracle Corp

Technology
2.06K
+ 10.97%
$125.9 - $170.35 $260K - $351K
20.9K $3.55M
MCO
Moodys Corp

Financial Services
551
+ 4.8%
$421.49 - $494.67 $232K - $273K
12K $5.7M
META
Meta Platforms, Inc.

Communication Services
776
+ 15.62%
$453.41 - $572.44 $352K - $444K
5.75K $3.29M
AXP
American Express CO

Financial Services
906
+ 8.52%
$225.92 - $271.17 $205K - $246K
11.5K $3.13M
MA
Mastercard Inc

Financial Services
922
+ 26.83%
$429.6 - $500.99 $396K - $462K
4.36K $2.15M
COST
Costco Wholesale Corp

Consumer Defensive
381
+ 5.89%
$801.83 - $917.05 $305K - $349K
6.85K $6.07M
PSA
Public Storage

Real Estate
173
+ 2.79%
$283.13 - $365.01 $49K - $63.1K
6.38K $2.32M
WTM
White Mountains Insurance Group LTD

Financial Services
328
+ 161.58%
$1671.79 - $1844.24 $548K - $605K
531 $900K
AMT
American Tower Corp

Real Estate
694
+ 7.21%
$192.27 - $242.73 $133K - $168K
10.3K $2.4M
ETN
Eaton Corp PLC

Industrials
733
+ 4.66%
$272.52 - $333.02 $200K - $244K
16.5K $5.46M
BLK
Black Rock Inc.

Financial Services
235
+ 13.15%
$782.27 - $949.51 $184K - $223K
2.02K $1.92M
CRM
Salesforce, Inc.

Technology
1K
+ 7.07%
$238.42 - $276.53 $239K - $278K
15.2K $4.16M
BSX
Boston Scientific Corp

Healthcare
2.4K
+ 5.31%
$72.96 - $84.0 $175K - $202K
47.6K $3.99M
NOC
Northrop Grumman Corp

Industrials
170
+ 3.83%
$423.73 - $533.14 $72K - $90.6K
4.61K $2.43M
AMZN
Amazon Com Inc

Consumer Cyclical
2.89K
+ 38.47%
$161.02 - $200.0 $465K - $578K
10.4K $1.94M
ABBV
Abb Vie Inc.

Healthcare
758
+ 6.14%
$163.84 - $199.33 $124K - $151K
13.1K $2.59M
NSC
Norfolk Southern Corp

Industrials
690
+ 9.26%
$213.75 - $259.69 $147K - $179K
8.14K $2.02M
COF
Capital One Financial Corp

Financial Services
1.31K
+ 6.57%
$131.42 - $153.05 $172K - $200K
21.2K $3.18M
RTX
Raytheon Technologies Corp

Industrials
1.07K
+ 8.03%
$99.55 - $123.34 $106K - $131K
14.3K $1.74M
NKE
Nike, Inc.

Consumer Cyclical
2.71K
+ 22.81%
$71.09 - $89.44 $193K - $243K
14.6K $1.29M
RY
Royal Bank Of Canada

Financial Services
2.05K
+ 31.62%
$105.65 - $124.73 $216K - $255K
8.52K $1.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.79K
+ 186.0%
$49.83 - $62.75 $338K - $426K
10.4K $601K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
472
+ 0.53%
$57.32 - $62.65 $27.1K - $29.6K
89.1K $5.55M
TSLA
Tesla, Inc.

Consumer Cyclical
769
+ 32.19%
$191.76 - $263.26 $147K - $202K
3.16K $826K
PLTR
Palantir Technologies Inc.

Technology
2.15K
+ 9.42%
$24.09 - $37.95 $51.7K - $81.5K
24.9K $927K
MAIN
Main Street Capital Corp

Financial Services
7.11K
+ 41.83%
$47.05 - $52.25 $334K - $371K
24.1K $1.21M
OHI
Omega Healthcare Investors Inc

Real Estate
3.82K
+ 12.79%
$33.55 - $41.29 $128K - $158K
33.6K $1.37M
EFA
Ishares Tr Msci Eafe ETF

ETFs
852
+ 1.64%
$75.32 - $84.37 $64.2K - $71.9K
52.8K $4.42M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.16K
+ 2.32%
$114.73 - $120.23 $133K - $139K
51.1K $6.11M
GS
Goldman Sachs Group Inc

Financial Services
310
+ 7.44%
$459.02 - $510.25 $142K - $158K
4.47K $2.22M
JPM
Jpmorgan Chase & CO

Financial Services
549
+ 2.18%
$194.9 - $224.8 $107K - $123K
25.8K $5.43M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14.1K
+ 65.19%
$21.96 - $22.69 $309K - $320K
35.7K $807K
V
Visa Inc.

Financial Services
751
+ 7.87%
$253.74 - $291.56 $191K - $219K
10.3K $2.83M
SHV
Ishares Tr

ETFs
2.81K
+ 13.72%
$110.05 - $110.63 $309K - $311K
23.3K $2.57M
FCNCA
First Citizens Bancshares Inc

Financial Services
119
+ 20.27%
$1685.92 - $2128.51 $201K - $253K
706 $1.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.01K
+ 2.19%
$96.25 - $101.98 $97.4K - $103K
47.3K $4.79M
UNP
Union Pacific Corp

Industrials
134
+ 1.02%
$221.78 - $256.09 $29.7K - $34.3K
13.3K $3.27M
ISRG
Intuitive Surgical Inc

Healthcare
344
+ 13.29%
$416.14 - $494.01 $143K - $170K
2.93K $1.44M
ANET
Arista Networks, Inc.

Technology
509
+ 19.91%
$311.42 - $388.21 $159K - $198K
3.07K $1.18M
PAYX
Paychex Inc

Industrials
479
+ 3.55%
$116.17 - $135.19 $55.6K - $64.8K
14K $1.87M
CNX
Cnx Resources Corp

Energy
2.38K
+ 10.8%
$24.01 - $32.57 $57.1K - $77.5K
24.4K $794K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
105
+ 0.45%
$105.53 - $118.34 $11.1K - $12.4K
23.7K $2.77M
HPE
Hewlett Packard Enterprise CO

Technology
14.2K
+ 23.59%
$16.1 - $21.44 $228K - $304K
74.3K $1.52M
Activity Summary
Buys All Purchases 125 New Holdings 10 Increased Positions 115 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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