Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $311 Million
  • Q1 2025

Midwest Professional Planners, Ltd. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $311 Million distributed in 155 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 $32.6M, Nvidia Corp with a value of $8.79M, Ishares Tr Msci Eafe ETF with a value of $8.69M, Broadcom Inc. with a value of $7.25M, and Ishares Barclays 3 7 Yr Treas with a value of $6.94M.

Examining the 13F form we can see an decrease of $12.5M in the current position value, from $324M to 311M.

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 $311 Million
ETFs: $118 Million
Technology: $53.1 Million
Financial Services: $44.3 Million
Industrials: $31.8 Million
Healthcare: $18.2 Million
Energy: $11.2 Million
Real Estate: $10.5 Million
Consumer Defensive: $9.24 Million
Other: $14.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.22 Million 0.39% of portfolio
54,978
Q1 2025 Added 6.41%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $311 Million
  • Prior Value $324 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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