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.
Stock Holdings Table Market Cap. of Under $50 Millions
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