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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.79B
$4.13 Million 1.27% of portfolio
5,062
Q3 2024 Added 5.94%
$6.14B
$2.5 Million 0.77% of portfolio
24,937
Q3 2024 Added 6.45%
$2.34B
$1.49 Million 0.46% of portfolio
95,705
Q3 2024 Added 9.55%
$8.86B
$1.37 Million 0.42% of portfolio
33,644
Q3 2024 Added 12.79%
$4.24B
$1.21 Million 0.37% of portfolio
24,094
Q3 2024 Added 41.83%
$3.27B
$1.12 Million 0.34% of portfolio
22,746
Q3 2024 Reduced 27.34%
$2.81B
$1.11 Million 0.34% of portfolio
31,306
Q3 2024 Added 10.1%
$3.92B
$958,000 0.3% of portfolio
70,402
Q3 2024 Added 5.21%
$8.21B
$925,000 0.29% of portfolio
22,550
Q3 2024 Reduced 11.02%
$4.97B
$900,000 0.28% of portfolio
531
Q3 2024 Added 161.58%
$6.54B
$794,000 0.24% of portfolio
24,399
Q3 2024 Added 10.8%
$6.37B
$517,000 0.16% of portfolio
2,368
Q4 2022 Reduced 0.92%
$6.87B
$481,000 0.15% of portfolio
19,693
Q3 2024 Reduced 24.26%
$5.06B
$444,000 0.14% of portfolio
11,106
Q3 2024 Added 9.53%
$6.47B
$361,000 0.11% of portfolio
8,628
Q3 2024 Added 12.61%

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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