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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$13.1 Million 4.04% of portfolio
107,958
Q3 2024 Added 3.16%
$422B
$6.07 Million 1.87% of portfolio
6,848
Q3 2024 Added 5.89%
$4.09T
$5.98 Million 1.84% of portfolio
25,672
Q3 2024 Added 20.93%
$3.25T
$5.71 Million 1.76% of portfolio
13,268
Q3 2024 Added 6.47%
$697B
$5.43 Million 1.68% of portfolio
25,783
Q3 2024 Added 2.18%
$344B
$4.16 Million 1.28% of portfolio
15,211
Q3 2024 Added 7.07%
$457B
$3.55 Million 1.1% of portfolio
20,859
Q3 2024 Added 10.97%
$1.32T
$3.29 Million 1.01% of portfolio
5,745
Q3 2024 Added 15.62%
$223B
$3.13 Million 0.96% of portfolio
11,534
Q3 2024 Added 8.52%
$519B
$2.83 Million 0.87% of portfolio
10,292
Q3 2024 Added 7.87%
$310B
$2.59 Million 0.8% of portfolio
13,096
Q3 2024 Added 6.14%
$504B
$2.15 Million 0.66% of portfolio
4,359
Q3 2024 Added 26.83%
$2.29T
$1.94 Million 0.6% of portfolio
10,403
Q3 2024 Added 38.47%
$1.17T
$1.69 Million 0.52% of portfolio
10,120
Q3 2024 Added 14.32%
$441B
$1.49 Million 0.46% of portfolio
12,747
Q3 2024 Reduced 3.22%
$1.14T
$1.13 Million 0.35% of portfolio
6,842
Q3 2024 Added 10.75%
$211B
$1.1 Million 0.34% of portfolio
6,477
Q3 2024 Added 5.64%
$280B
$1.08 Million 0.33% of portfolio
7,304
Q3 2024 Reduced 6.57%
$240B
$912,000 0.28% of portfolio
17,140
Q3 2024 Reduced 0.23%
$1.33T
$826,000 0.25% of portfolio
3,158
Q3 2024 Added 32.19%
$208B
$595,000 0.18% of portfolio
1,150
Q3 2024 Added 12.09%
$205B
$478,000 0.15% of portfolio
773
Q3 2024 Added 3.34%
$398B
$489,000 0.15% of portfolio
2,830
Q3 2024 Added 0.25%
$590B
$347,000 0.11% of portfolio
755
Q3 2024 Reduced 29.17%
$405B
$256,000 0.08% of portfolio
362
Q3 2024 New
$468B
$221,000 0.07% of portfolio
379
Q3 2024 Reduced 10.61%

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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