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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$480,000 0.15% of portfolio
6,163
Q3 2024 New
$398B
$489,000 0.15% of portfolio
2,830
Q3 2024 Added 0.25%
$27.4B
$454,000 0.14% of portfolio
3,829
Q3 2024 Reduced 1.92%
$5.06B
$444,000 0.14% of portfolio
11,106
Q3 2024 Added 9.53%
$27.3B
$464,000 0.14% of portfolio
8,908
Q3 2024 Added 25.73%
$30.7B
$463,000 0.14% of portfolio
5,776
Q3 2024 Reduced 1.11%
$14.5B
$390,000 0.12% of portfolio
2,600
Q3 2024 Added 10.45%
$19.7B
$401,000 0.12% of portfolio
5,907
Q3 2024 Added 3.29%
$1.59B
$389,000 0.12% of portfolio
7,554
Q3 2024 Added 2.23%
$6.47B
$361,000 0.11% of portfolio
8,628
Q3 2024 Added 12.61%
$16.5B
$355,000 0.11% of portfolio
1,398
Q3 2024 Added 16.4%
$590B
$347,000 0.11% of portfolio
755
Q3 2024 Reduced 29.17%
$43.5B
$371,000 0.11% of portfolio
3,225
Q3 2024 Added 10.11%
$10.5B
$257,000 0.08% of portfolio
3,784
Q3 2024 New
$1.43B
$265,000 0.08% of portfolio
14,301
Q3 2024 Reduced 17.48%
$405B
$256,000 0.08% of portfolio
362
Q3 2024 New
$89.2B
$235,000 0.07% of portfolio
304
Q3 2024 New
$468B
$221,000 0.07% of portfolio
379
Q3 2024 Reduced 10.61%
$41.3B
$226,000 0.07% of portfolio
3,853
Q3 2024 Added 0.94%
$19B
$209,000 0.06% of portfolio
1,017
Q3 2024 New
$375M
$76,000 0.02% of portfolio
20,950
Q2 2021 New
$40M
$24,000 0.01% of portfolio
35,744
Q3 2023 Reduced 12.27%

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
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