StockDriftsStockDriftsTop 50 Midwest Professional Planners, LTD. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | 10.39% | 67.8K | $44.1M | +2.11%(+1.40K) | $442.48(+67.76%) | 2026-03-31 | |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 4.04% | 155.5K | $17.2M | +9.70%(+13.75K) | $110.39(-0.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3.25% | 79.1K | $13.8M | -2.11%(-1.71K) | $13.76(+1541.52%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 2.79% | 38.3K | $11.9M | -7.95%(-3.31K) | $70.21(+493.62%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 2.26% | 98.6K | $9.6M | +57.99%(+36.19K) | $82.60(+25.71%) | 2026-03-31 | |
| IBTG | ISHARES TR IBONDS 26 TRM TS | 1.97% | 364.8K | $8.4M | +12.74%(+41.23K) | $22.88(-0.08%) | 2026-03-31 | |
| AMAT | APPLIED MATERIALS INC COM USD0.01 | 1.95% | 24.2K | $8.3M | -4.86%(-1.24K) | $82.11(+431.72%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP COM NEW | 1.95% | 38.7K | $8.3M | -29.07%(-15.87K) | $46.68(+532.86%) | 2026-03-31 | |
| IEI | ISHARES TR 3 7 YR TREAS BD | 1.87% | 67.1K | $8.0M | +5.10%(+3.25K) | $119.45(-1.57%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE &CO. COM | 1.79% | 25.8K | $7.6M | +3.52%(+878) | $133.09(+125.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.39% | +70.18% |
| Top 20 Holdings Unweighted | +18.92% | +68.16% |
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