Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $324 Million
  • Q3 2024

Midwest Professional Planners, Ltd. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $324 Million distributed in 154 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 $47.5M, Nvidia Corp with a value of $13.1M, Broadcom Inc. with a value of $8.19M, Ishares Barclays 3 7 Yr Treas with a value of $6.11M, and Costco Wholesale Corp with a value of $6.07M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $297M to 324M.

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 $324 Million
ETFs: $114 Million
Technology: $70.7 Million
Financial Services: $39.9 Million
Industrials: $31.6 Million
Healthcare: $18.7 Million
Energy: $12.8 Million
Real Estate: $10.5 Million
Consumer Defensive: $8.82 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.5 Million 14.64% of portfolio
82,753
Q3 2024 Reduced 9.57%
$364B
$13.1 Million 4.04% of portfolio
107,958
Q3 2024 Added 3.16%
$66.1B
$8.19 Million 2.53% of portfolio
47,492
Q3 2024 Added 972.54%
$0
$6.11 Million 1.88% of portfolio
51,114
Q3 2024 Added 2.32%
$411B
$6.07 Million 1.87% of portfolio
6,848
Q3 2024 Added 5.89%
$3.68T
$5.98 Million 1.84% of portfolio
25,672
Q3 2024 Added 20.93%
$3.1T
$5.71 Million 1.76% of portfolio
13,268
Q3 2024 Added 6.47%
$86.9B
$5.7 Million 1.76% of portfolio
12,021
Q3 2024 Added 4.8%
$0
$5.55 Million 1.71% of portfolio
89,063
Q3 2024 Added 0.53%
$706B
$5.43 Million 1.68% of portfolio
25,783
Q3 2024 Added 2.18%
$144B
$5.46 Million 1.68% of portfolio
16,464
Q3 2024 Added 4.66%
$140B
$5.17 Million 1.59% of portfolio
8,848
Q3 2024 Added 5.67%
$147B
$4.94 Million 1.52% of portfolio
24,429
Q3 2024 Added 4.16%
$0
$4.79 Million 1.48% of portfolio
47,306
Q3 2024 Added 2.19%
$0
$4.42 Million 1.36% of portfolio
52,794
Q3 2024 Added 1.64%
$326B
$4.16 Million 1.28% of portfolio
15,211
Q3 2024 Added 7.07%
$0
$4.08 Million 1.26% of portfolio
12,501
Q3 2024 Reduced 42.5%
$129B
$3.99 Million 1.23% of portfolio
47,630
Q3 2024 Added 5.31%
$0
$3.9 Million 1.2% of portfolio
50,881
Q3 2024 Added 234.37%
$514B
$3.55 Million 1.1% of portfolio
20,859
Q3 2024 Added 10.97%
$50.9B
$3.27 Million 1.01% of portfolio
10,109
Q3 2024 Added 7.33%
$1.26T
$3.29 Million 1.01% of portfolio
5,745
Q3 2024 Added 15.62%
$144B
$3.27 Million 1.01% of portfolio
13,259
Q3 2024 Added 1.02%
$69.4B
$3.18 Million 0.98% of portfolio
21,240
Q3 2024 Added 6.57%
$0
$3.12 Million 0.96% of portfolio
51,114
Q3 2024 Added 0.35%
$215B
$3.13 Million 0.96% of portfolio
11,534
Q3 2024 Added 8.52%
$89.8B
$3.11 Million 0.96% of portfolio
14,986
Q3 2024 Added 1.82%
$222B
$3.09 Million 0.95% of portfolio
18,849
Q3 2024 Reduced 8.05%
$503B
$2.83 Million 0.87% of portfolio
10,292
Q3 2024 Added 7.87%
$0
$2.76 Million 0.85% of portfolio
27,066
Q3 2024 New
$0
$2.77 Million 0.85% of portfolio
23,658
Q3 2024 Added 0.45%
$84.4B
$2.77 Million 0.85% of portfolio
11,374
Q3 2024 New
$0
$2.72 Million 0.84% of portfolio
7,258
Q3 2024 Reduced 6.26%
$154B
$2.71 Million 0.83% of portfolio
8,397
Q3 2024 Added 4.09%
$0
$2.71 Million 0.83% of portfolio
5,545
Q3 2024 Reduced 4.59%
$0
$2.67 Million 0.82% of portfolio
40,450
Q3 2024 New
$297B
$2.59 Million 0.8% of portfolio
13,096
Q3 2024 Added 6.14%
$0
$2.57 Million 0.79% of portfolio
23,269
Q3 2024 Added 13.72%
$7.06B
$2.5 Million 0.77% of portfolio
24,937
Q3 2024 Added 6.45%
$75.7B
$2.43 Million 0.75% of portfolio
4,608
Q3 2024 Added 3.83%
$93.5B
$2.4 Million 0.74% of portfolio
10,326
Q3 2024 Added 7.21%
$0
$2.37 Million 0.73% of portfolio
101,069
Q3 2024 Added 61.21%
$58.4B
$2.32 Million 0.72% of portfolio
6,376
Q3 2024 Added 2.79%
$43B
$2.27 Million 0.7% of portfolio
34,441
Q3 2024 Added 8.0%
$199B
$2.22 Million 0.68% of portfolio
4,474
Q3 2024 Added 7.44%
$489B
$2.15 Million 0.66% of portfolio
4,359
Q3 2024 Added 26.83%
$109B
$2.13 Million 0.66% of portfolio
9,243
Q3 2024 Added 2.97%
$59.9B
$2.02 Million 0.62% of portfolio
8,139
Q3 2024 Added 9.26%
$2.07T
$1.94 Million 0.6% of portfolio
10,403
Q3 2024 Added 38.47%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $324 Million
  • Prior Value $297 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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