Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $311 Million
  • Q1 2025

Midwest Professional Planners, Ltd. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $311 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $32.6M, Nvidia Corp with a value of $8.79M, Ishares Tr Msci Eafe ETF with a value of $8.69M, Broadcom Inc. with a value of $7.25M, and Ishares Barclays 3 7 Yr Treas with a value of $6.94M.

Examining the 13F form we can see an decrease of $12.5M in the current position value, from $324M to 311M.

Midwest Professional Planners, Ltd. is based out at Wausau, WI

Below you can find more details about Midwest Professional Planners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $311 Million
ETFs: $118 Million
Technology: $53.1 Million
Financial Services: $44.3 Million
Industrials: $31.8 Million
Healthcare: $18.2 Million
Energy: $11.2 Million
Real Estate: $10.5 Million
Consumer Defensive: $9.24 Million
Other: $14.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.6 Million 10.47% of portfolio
58,271
Q1 2025 Reduced 15.7%
$431B
$8.79 Million 2.82% of portfolio
81,111
Q1 2025 Reduced 15.59%
$0
$8.69 Million 2.79% of portfolio
106,338
Q1 2025 Added 92.61%
$116B
$7.25 Million 2.33% of portfolio
43,322
Q1 2025 Reduced 11.51%
$0
$6.94 Million 2.23% of portfolio
58,765
Q1 2025 Added 16.15%
$422B
$6.54 Million 2.1% of portfolio
6,913
Q1 2025 Reduced 1.78%
$850B
$6.14 Million 1.97% of portfolio
25,027
Q1 2025 Reduced 3.57%
$92B
$5.49 Million 1.76% of portfolio
11,788
Q1 2025 Reduced 3.53%
$0
$5.41 Million 1.74% of portfolio
54,658
Q1 2025 Added 14.32%
$0
$5.35 Million 1.72% of portfolio
48,389
Q1 2025 Added 90.01%
$0
$5.01 Million 1.61% of portfolio
214,464
Q1 2025 Added 40.48%
$0
$5.02 Million 1.61% of portfolio
218,626
Q1 2025 Added 73.73%
$3.81T
$4.91 Million 1.58% of portfolio
13,071
Q1 2025 Reduced 5.19%
$0
$4.71 Million 1.51% of portfolio
80,783
Q1 2025 Reduced 8.28%
$150B
$4.62 Million 1.49% of portfolio
45,839
Q1 2025 Reduced 1.55%
$152B
$4.52 Million 1.45% of portfolio
16,643
Q1 2025 Reduced 1.29%
$260B
$4.03 Million 1.29% of portfolio
15,000
Q1 2025 Reduced 4.47%
$572B
$4 Million 1.29% of portfolio
11,412
Q1 2025 Added 1.77%
$123B
$3.97 Million 1.28% of portfolio
8,895
Q1 2025 Reduced 2.41%
$83.7B
$3.94 Million 1.27% of portfolio
21,987
Q1 2025 Reduced 1.94%
$3.38T
$3.9 Million 1.25% of portfolio
17,574
Q1 2025 Reduced 26.18%
$1.62T
$3.6 Million 1.16% of portfolio
6,244
Q1 2025 Reduced 2.54%
$166B
$3.55 Million 1.14% of portfolio
24,444
Q1 2025 Reduced 0.75%
$49.1B
$3.51 Million 1.13% of portfolio
11,196
Q1 2025 Added 3.32%
$92.6B
$3.49 Million 1.12% of portfolio
15,058
Q1 2025 Reduced 0.69%
$236B
$3.28 Million 1.05% of portfolio
12,179
Q1 2025 Reduced 0.72%
$140B
$3.16 Million 1.02% of portfolio
13,389
Q1 2025 Reduced 0.07%
$530B
$3.16 Million 1.02% of portfolio
5,765
Q1 2025 Added 10.38%
$671B
$3.15 Million 1.01% of portfolio
22,535
Q1 2025 Added 0.82%
$241B
$3.04 Million 0.98% of portfolio
5,564
Q1 2025 Added 6.88%
$0
$2.87 Million 0.92% of portfolio
52,155
Q1 2025 Reduced 0.07%
$106B
$2.87 Million 0.92% of portfolio
9,956
Q1 2025 Reduced 11.13%
$338B
$2.87 Million 0.92% of portfolio
13,685
Q1 2025 Added 0.66%
$0
$2.82 Million 0.91% of portfolio
27,803
Q1 2025 Added 4.94%
$0
$2.78 Million 0.89% of portfolio
55,862
Q1 2025 Added 2.64%
$223B
$2.73 Million 0.88% of portfolio
20,631
Q1 2025 Added 29.62%
$47.1B
$2.68 Million 0.86% of portfolio
37,038
Q1 2025 Added 0.69%
$51.6B
$2.65 Million 0.85% of portfolio
17,182
Q1 2025 Added 14.9%
$0
$2.51 Million 0.81% of portfolio
5,349
Q1 2025 Added 1.98%
$0
$2.5 Million 0.8% of portfolio
21,245
Q1 2025 New
$8.13B
$2.48 Million 0.8% of portfolio
26,327
Q1 2025 Added 0.27%
$0
$2.46 Million 0.79% of portfolio
11,901
Q1 2025 New
$0
$2.46 Million 0.79% of portfolio
6,809
Q1 2025 Added 0.44%
$80.6B
$2.36 Million 0.76% of portfolio
4,616
Q1 2025 Reduced 2.18%
$0
$2.3 Million 0.74% of portfolio
21,994
Q1 2025 Reduced 49.96%
$104B
$2.24 Million 0.72% of portfolio
10,276
Q1 2025 Reduced 3.69%
$62.5B
$2.15 Million 0.69% of portfolio
9,083
Q1 2025 Added 1.84%
$49.8B
$2.08 Million 0.67% of portfolio
6,943
Q1 2025 Added 1.14%
$57.9B
$2.06 Million 0.66% of portfolio
8,919
Q1 2025 Added 0.99%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $311 Million
  • Prior Value $324 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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