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  Name: Midwest Professional Planners LTD.
  City: Wausau
  State: WI
  Zip: 54401
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $285,058,000
  Total Value Change : $34,200,000
  Securities Held Change : 18
   
All Securities Held : 147
  New Positions : 22
  Closed Positions : 4
  Increased Positions : 72
  Unchanged Positions : 4
  Decreased Positions : 49

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 21     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 30 New $77.25 $2,738,000 35,851 0.96% 2,738,000 35,851 0.002    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 32 New $263.49 $2,659,000 9,819 0.93% 2,659,000 9,819 0.024    Closed - End Fund - E...
   (TRMD)1 Year Chart         TRMD Torm A/S (ADR) 60 New $38.22 $1,437,000 41,123 0.5% 1,437,000 41,123 0.055    Water Transportation
   (PR)1 Year Chart         PR Permian Resources Corp 77 New $16.83 $1,048,000 59,345 0.37% 1,048,000 59,345 0.011    N/A
   (VLO)1 Year Chart         VLO Valero Energy Corp 78 New $155.93 $1,015,000 5,944 0.36% 1,015,000 5,944 0.001    Oil & Gas Refining, P...
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 79 New $93.86 $993,000 11,066 0.35% 993,000 11,066 0.002    Semiconductor - Speci...
   (NOG)1 Year Chart         NOG Northern Oil & Gas Inc 80 New $40.14 $974,000 24,557 0.34% 974,000 24,557 0.023    Oil & Gas Drilling & ...
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... 84 New $0.00 $911,000 39,228 0.32% 911,000 39,228 0.044    N/A
   (APA)1 Year Chart         APA Apache Corp 88 New $30.17 $852,000 24,773 0.3% 852,000 24,773 0.007    Independent Oil & Gas
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 95 New $174.51 $616,000 3,059 0.22% 616,000 3,059 0.001    Oil & Gas Refining, P...
   (FCNCA)1 Year Chart         FCNCA First Citizens Bancshares I... 97 New $1,738.09 $611,000 374 0.21% 611,000 374 0.002    Domestic Regional Banks
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 99 New $63.06 $586,000 9,015 0.21% 586,000 9,015 0    Independent Oil & Gas
   (MAIN)1 Year Chart         MAIN Main Street Capital Corp 101 New $49.83 $581,000 12,282 0.2% 581,000 12,282 0.019    Restaurants
   (ABR)1 Year Chart         ABR Arbor Realty Trust Inc 106 New $15.10 $509,000 38,388 0.18% 509,000 38,388 0.031    REIT - Diversified
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 109 New $159.40 $503,000 3,111 0.18% 503,000 3,111 0.001    Domestic Money Center...
   (IBTE)1 Year Chart         IBTE Ishares Ibonds Dec 2024 Ter... 121 New $0.00 $392,000 16,369 0.14% 392,000 16,369 0    N/A
   (INSW)1 Year Chart         INSW International Seaways, Inc. 120 New $62.70 $392,000 7,373 0.14% 392,000 7,373 0.016    N/A
   (SWAV)1 Year Chart         SWAV Shockwave Medical, Inc. 136 New $331.00 $285,000 875 0.1% 285,000 875 0.002    N/A
   (PFS)1 Year Chart         PFS Provident Financial Service... 140 New $15.95 $226,000 15,509 0.08% 226,000 15,509 0.02    Savings & Loans
   (CNX)1 Year Chart         CNX CNX Resources Corp 141 New $24.19 $222,000 9,351 0.08% 222,000 9,351 0.004    Industrial Metals & M...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 144 New $513.88 $210,000 424 0.07% 210,000 424 0    Health Care Plans

      21 Records Found
  1    
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