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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$8.79 Million 2.82% of portfolio
81,111
Q1 2025 Reduced 15.59%
$113B
$7.25 Million 2.33% of portfolio
43,322
Q1 2025 Reduced 11.51%
$417B
$6.54 Million 2.1% of portfolio
6,913
Q1 2025 Reduced 1.78%
$855B
$6.14 Million 1.97% of portfolio
25,027
Q1 2025 Reduced 3.57%
$91.4B
$5.49 Million 1.76% of portfolio
11,788
Q1 2025 Reduced 3.53%
$3.77T
$4.91 Million 1.58% of portfolio
13,071
Q1 2025 Reduced 5.19%
$148B
$4.62 Million 1.49% of portfolio
45,839
Q1 2025 Reduced 1.55%
$148B
$4.52 Million 1.45% of portfolio
16,643
Q1 2025 Reduced 1.29%
$264B
$4.03 Million 1.29% of portfolio
15,000
Q1 2025 Reduced 4.47%
$575B
$4 Million 1.29% of portfolio
11,412
Q1 2025 Added 1.77%
$108B
$3.97 Million 1.28% of portfolio
8,895
Q1 2025 Reduced 2.41%
$83.4B
$3.94 Million 1.27% of portfolio
21,987
Q1 2025 Reduced 1.94%
$3.45T
$3.9 Million 1.25% of portfolio
17,574
Q1 2025 Reduced 26.18%
$1.58T
$3.6 Million 1.16% of portfolio
6,244
Q1 2025 Reduced 2.54%
$161B
$3.55 Million 1.14% of portfolio
24,444
Q1 2025 Reduced 0.75%
$50.4B
$3.51 Million 1.13% of portfolio
11,196
Q1 2025 Added 3.32%
$227B
$3.28 Million 1.05% of portfolio
12,179
Q1 2025 Reduced 0.72%
$141B
$3.16 Million 1.02% of portfolio
13,389
Q1 2025 Reduced 0.07%
$533B
$3.16 Million 1.02% of portfolio
5,765
Q1 2025 Added 10.38%
$642B
$3.15 Million 1.01% of portfolio
22,535
Q1 2025 Added 0.82%
$239B
$3.04 Million 0.98% of portfolio
5,564
Q1 2025 Added 6.88%
$331B
$2.87 Million 0.92% of portfolio
13,685
Q1 2025 Added 0.66%
$219B
$2.73 Million 0.88% of portfolio
20,631
Q1 2025 Added 29.62%
$47.2B
$2.68 Million 0.86% of portfolio
37,038
Q1 2025 Added 0.69%
$52.1B
$2.65 Million 0.85% of portfolio
17,182
Q1 2025 Added 14.9%
$8.02B
$2.48 Million 0.8% of portfolio
26,327
Q1 2025 Added 0.27%
$86.8B
$2.36 Million 0.76% of portfolio
4,616
Q1 2025 Reduced 2.18%
$108B
$2.24 Million 0.72% of portfolio
10,276
Q1 2025 Reduced 3.69%
$64.9B
$2.15 Million 0.69% of portfolio
9,083
Q1 2025 Added 1.84%
$51.1B
$2.08 Million 0.67% of portfolio
6,943
Q1 2025 Added 1.14%
$55.6B
$2.06 Million 0.66% of portfolio
8,919
Q1 2025 Added 0.99%
$164B
$2.05 Million 0.66% of portfolio
6,577
Q1 2025 Reduced 2.49%
$121B
$1.89 Million 0.61% of portfolio
9,384
Q1 2025 Added 0.95%
$2.32T
$1.86 Million 0.6% of portfolio
9,771
Q1 2025 Reduced 12.15%
$4.38B
$1.73 Million 0.56% of portfolio
32,956
Q1 2025 Added 34.23%
$24B
$1.69 Million 0.54% of portfolio
18,447
Q1 2025 Added 1.79%
$121B
$1.68 Million 0.54% of portfolio
3,455
Q1 2025 Reduced 10.14%
$1.07B
$1.6 Million 0.52% of portfolio
145,346
Q1 2025 Added 2.48%
$79.5B
$1.6 Million 0.51% of portfolio
12,746
Q1 2025 Added 1.33%
$250B
$1.57 Million 0.51% of portfolio
15,322
Q1 2025 Reduced 7.0%
$452B
$1.6 Million 0.51% of portfolio
13,477
Q1 2025 Added 3.21%
$32B
$1.56 Million 0.5% of portfolio
844
Q1 2025 Added 1.2%
$8.91B
$1.52 Million 0.49% of portfolio
39,814
Q1 2025 Added 2.97%
$4.83B
$1.48 Million 0.47% of portfolio
26,096
Q1 2025 Added 2.41%
$1.17T
$1.42 Million 0.46% of portfolio
9,069
Q1 2025 Reduced 17.67%
$181B
$1.4 Million 0.45% of portfolio
2,823
Q1 2025 Reduced 6.92%
$26.3B
$1.4 Million 0.45% of portfolio
90,509
Q1 2025 Added 2.78%
$54.7B
$1.41 Million 0.45% of portfolio
8,263
Q1 2025 Reduced 2.37%
$220B
$1.33 Million 0.43% of portfolio
10,030
Q1 2025 Reduced 1.71%

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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