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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$164B
$2.05 Million 0.66% of portfolio
6,577
Q1 2025 Reduced 2.49%
$0
$1.98 Million 0.64% of portfolio
88,356
Q1 2025 Added 65.71%
$121B
$1.89 Million 0.61% of portfolio
9,384
Q1 2025 Added 0.95%
$2.32T
$1.86 Million 0.6% of portfolio
9,771
Q1 2025 Reduced 12.15%
$4.4B
$1.73 Million 0.56% of portfolio
32,956
Q1 2025 Added 34.23%
$0
$1.74 Million 0.56% of portfolio
20,989
Q1 2025 Added 15.97%
$0
$1.72 Million 0.55% of portfolio
17,988
Q1 2025 Added 18.12%
$24B
$1.69 Million 0.54% of portfolio
18,447
Q1 2025 Added 1.79%
$121B
$1.68 Million 0.54% of portfolio
3,455
Q1 2025 Reduced 10.14%
$1.07B
$1.6 Million 0.52% of portfolio
145,346
Q1 2025 Added 2.48%
$79.5B
$1.6 Million 0.51% of portfolio
12,746
Q1 2025 Added 1.33%
$250B
$1.57 Million 0.51% of portfolio
15,322
Q1 2025 Reduced 7.0%
$452B
$1.6 Million 0.51% of portfolio
13,477
Q1 2025 Added 3.21%
$32B
$1.56 Million 0.5% of portfolio
844
Q1 2025 Added 1.2%
$9.04B
$1.52 Million 0.49% of portfolio
39,814
Q1 2025 Added 2.97%
$4.84B
$1.48 Million 0.47% of portfolio
26,096
Q1 2025 Added 2.41%
$181M
$1.39 Million 0.45% of portfolio
19,416
Q1 2025 Added 5.98%
$181B
$1.4 Million 0.45% of portfolio
2,823
Q1 2025 Reduced 6.92%
$26.3B
$1.4 Million 0.45% of portfolio
90,509
Q1 2025 Added 2.78%
$54.7B
$1.41 Million 0.45% of portfolio
8,263
Q1 2025 Reduced 2.37%
$220B
$1.33 Million 0.43% of portfolio
10,030
Q1 2025 Reduced 1.71%
$0
$1.34 Million 0.43% of portfolio
30,777
Q1 2025 Added 3.53%
$59.9B
$1.32 Million 0.42% of portfolio
6,947
Q1 2025 Added 7.69%
$294B
$1.28 Million 0.41% of portfolio
7,630
Q1 2025 Added 3.35%
$0
$1.27 Million 0.41% of portfolio
16,534
Q1 2025 Added 14.56%
$185B
$1.23 Million 0.4% of portfolio
10,932
Q1 2025 Added 16.65%
$2.14B
$1.25 Million 0.4% of portfolio
41,465
Q1 2025 Added 21.39%
$95B
$1.23 Million 0.4% of portfolio
19,393
Q1 2025 Added 0.36%
$2.33B
$1.25 Million 0.4% of portfolio
47,606
Q1 2025 Added 5.22%
$201B
$1.26 Million 0.4% of portfolio
8,406
Q1 2025 Added 229.0%
$2.01B
$1.21 Million 0.39% of portfolio
102,893
Q1 2025 Added 2.48%
$0
$1.22 Million 0.39% of portfolio
54,978
Q1 2025 Added 6.41%
$147B
$1.19 Million 0.38% of portfolio
12,444
Q1 2025 Added 18.06%
$0
$1.17 Million 0.38% of portfolio
20,509
Q1 2025 Added 5.26%
$4.61B
$1.14 Million 0.37% of portfolio
592
Q1 2025 Added 1.89%
$9.16B
$1.11 Million 0.36% of portfolio
24,097
Q1 2025 Added 2.61%
$1.48B
$1.13 Million 0.36% of portfolio
68,441
Q1 2025 Added 2.72%
$293B
$1.09 Million 0.35% of portfolio
12,881
Q1 2025 Reduced 44.94%
$3.89B
$989,000 0.32% of portfolio
71,419
Q1 2025 Reduced 2.69%
$0
$969,000 0.31% of portfolio
18,996
Q1 2025 Added 15.72%
$0
$949,000 0.3% of portfolio
42,665
Q1 2025 Added 129.6%
$0
$937,000 0.3% of portfolio
8,626
Q1 2025 Added 19.79%
$87.7B
$889,000 0.29% of portfolio
3,499
Q1 2025 Reduced 0.77%
$43.7B
$901,000 0.29% of portfolio
6,239
Q1 2025 Reduced 21.65%
$6.02B
$814,000 0.26% of portfolio
25,874
Q1 2025 Reduced 1.85%
$40B
$776,000 0.25% of portfolio
10,964
Q1 2025 Added 23.07%
$10.4B
$763,000 0.25% of portfolio
3,183
Q1 2025 Reduced 2.96%
$94.1B
$736,000 0.24% of portfolio
1,718
Q1 2025 Reduced 3.27%
$153B
$747,000 0.24% of portfolio
1,593
Q1 2025 Reduced 1.42%

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
Track This Portfolio

Track Midwest Professional Planners, Ltd. Portfolio

Follow Midwest Professional Planners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Professional Planners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Midwest Professional Planners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email