Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $368 Million
  • Q2 2025

Midwest Professional Planners, Ltd. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $368 Million distributed in 149 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 $36.2M, Ishares Tr with a value of $20.3M, Nvidia Corp with a value of $12.9M, Broadcom Inc. with a value of $11.9M, and Ishares Tr Msci Eafe ETF with a value of $9.3M.

Examining the 13F form we can see an increase of $56.6M in the current position value, from $311M to 368M.

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 $368 Million
ETFs: $143 Million
Technology: $68.7 Million
Financial Services: $51.8 Million
Industrials: $37.7 Million
Healthcare: $19 Million
Energy: $11.1 Million
Real Estate: $10.7 Million
Consumer Defensive: $8.79 Million
Other: $16.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$12.9 Million 3.51% of portfolio
81,629
Q2 2025 Added 0.64%
$127B
$11.9 Million 3.24% of portfolio
43,205
Q2 2025 Reduced 0.27%
$859B
$7.31 Million 1.99% of portfolio
25,212
Q2 2025 Added 0.74%
$439B
$6.92 Million 1.88% of portfolio
6,994
Q2 2025 Added 1.17%
$83.2B
$6.51 Million 1.77% of portfolio
30,609
Q2 2025 Added 39.21%
$3.95T
$6.44 Million 1.75% of portfolio
12,940
Q2 2025 Reduced 1.0%
$145B
$6.12 Million 1.66% of portfolio
17,154
Q2 2025 Added 3.07%
$94.5B
$6 Million 1.63% of portfolio
11,963
Q2 2025 Added 1.48%
$684B
$5.04 Million 1.37% of portfolio
23,054
Q2 2025 Added 2.3%
$147B
$4.99 Million 1.36% of portfolio
46,492
Q2 2025 Added 1.42%
$1.78T
$4.58 Million 1.25% of portfolio
6,211
Q2 2025 Reduced 0.53%
$229B
$4.58 Million 1.25% of portfolio
31,374
Q2 2025 Added 52.07%
$162B
$4.56 Million 1.24% of portfolio
24,917
Q2 2025 Added 1.94%
$113B
$4.17 Million 1.13% of portfolio
9,001
Q2 2025 Added 1.19%
$551B
$4.16 Million 1.13% of portfolio
11,706
Q2 2025 Added 2.58%
$232B
$4.13 Million 1.12% of portfolio
15,162
Q2 2025 Added 1.08%
$227B
$4 Million 1.09% of portfolio
12,533
Q2 2025 Added 2.91%
$56.3B
$3.76 Million 1.02% of portfolio
11,471
Q2 2025 Added 2.46%
$95.6B
$3.5 Million 0.95% of portfolio
15,299
Q2 2025 Added 1.6%
$548B
$3.44 Million 0.93% of portfolio
6,118
Q2 2025 Added 6.12%
$3.69T
$3.32 Million 0.9% of portfolio
16,172
Q2 2025 Reduced 7.98%
$9.07B
$3.26 Million 0.89% of portfolio
28,717
Q2 2025 Added 9.08%
$5.02B
$3.24 Million 0.88% of portfolio
54,772
Q2 2025 Added 109.89%
$135B
$3.22 Million 0.88% of portfolio
14,008
Q2 2025 Added 4.62%
$47.6B
$2.93 Million 0.8% of portfolio
37,451
Q2 2025 Added 1.12%
$48.7B
$2.76 Million 0.75% of portfolio
18,988
Q2 2025 Added 10.51%
$64.4B
$2.63 Million 0.71% of portfolio
10,266
Q2 2025 Added 13.02%
$351B
$2.61 Million 0.71% of portfolio
14,086
Q2 2025 Added 2.93%
$89.4B
$2.35 Million 0.64% of portfolio
4,708
Q2 2025 Added 1.99%
$95.3B
$2.27 Million 0.62% of portfolio
10,257
Q2 2025 Reduced 0.18%
$57.4B
$2.24 Million 0.61% of portfolio
9,211
Q2 2025 Added 3.27%
$119B
$2.24 Million 0.61% of portfolio
9,411
Q2 2025 Added 0.29%
$282B
$2.19 Million 0.6% of portfolio
15,456
Q2 2025 Added 0.87%
$2.26T
$2.14 Million 0.58% of portfolio
9,774
Q2 2025 Added 0.03%
$49.2B
$2.09 Million 0.57% of portfolio
7,138
Q2 2025 Added 2.81%
$229B
$2.05 Million 0.56% of portfolio
15,040
Q2 2025 Added 49.95%
$4B
$2.02 Million 0.55% of portfolio
34,688
Q2 2025 Added 5.26%
$27.4B
$1.91 Million 0.52% of portfolio
93,246
Q2 2025 Added 3.02%
$188B
$1.9 Million 0.52% of portfolio
14,442
Q2 2025 Added 32.11%
$152B
$1.84 Million 0.5% of portfolio
6,578
Q2 2025 Added 0.02%
$28.2B
$1.76 Million 0.48% of portfolio
900
Q2 2025 Added 6.64%
$367B
$1.73 Million 0.47% of portfolio
12,724
Q2 2025 Reduced 1.22%
$1.24T
$1.59 Million 0.43% of portfolio
8,975
Q2 2025 Reduced 1.04%
$1.04B
$1.58 Million 0.43% of portfolio
150,065
Q2 2025 Added 3.25%
$57.8B
$1.54 Million 0.42% of portfolio
7,049
Q2 2025 Added 1.47%
$9.44B
$1.52 Million 0.41% of portfolio
41,404
Q2 2025 Added 3.99%
$99.5B
$1.52 Million 0.41% of portfolio
3,425
Q2 2025 Reduced 0.87%
$442B
$1.51 Million 0.41% of portfolio
14,019
Q2 2025 Added 4.02%
$169B
$1.52 Million 0.41% of portfolio
2,798
Q2 2025 Reduced 0.89%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $368 Million
  • Prior Value $311 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Midwest Professional Planners, Ltd. Portfolio

Follow Midwest Professional Planners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Professional Planners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Midwest Professional Planners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email