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 Market Cap. of $10 Billions to $200 Billions
