Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $368 Million
  • Q2 2025

Midwest Professional Planners, Ltd. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $368 Million distributed in 149 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 $36.2M, Ishares Tr with a value of $20.3M, Nvidia Corp with a value of $12.9M, Broadcom Inc. with a value of $11.9M, and Ishares Tr Msci Eafe ETF with a value of $9.3M.

Examining the 13F form we can see an increase of $56.6M in the current position value, from $311M to 368M.

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 $368 Million
ETFs: $143 Million
Technology: $68.7 Million
Financial Services: $51.8 Million
Industrials: $37.7 Million
Healthcare: $19 Million
Energy: $11.1 Million
Real Estate: $10.7 Million
Consumer Defensive: $8.79 Million
Other: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.6B
$2.27 Million 0.62% of portfolio
10,257
Q2 2025 Reduced 0.18%
$55.5B
$2.24 Million 0.61% of portfolio
9,211
Q2 2025 Added 3.27%
$127B
$2.24 Million 0.61% of portfolio
9,411
Q2 2025 Added 0.29%
$384B
$2.19 Million 0.6% of portfolio
15,456
Q2 2025 Added 0.87%
$2.26T
$2.14 Million 0.58% of portfolio
9,774
Q2 2025 Added 0.03%
$54.1B
$2.09 Million 0.57% of portfolio
7,138
Q2 2025 Added 2.81%
$223B
$2.05 Million 0.56% of portfolio
15,040
Q2 2025 Added 49.95%
$4.15B
$2.02 Million 0.55% of portfolio
34,688
Q2 2025 Added 5.26%
$29.9B
$1.91 Million 0.52% of portfolio
93,246
Q2 2025 Added 3.02%
$204B
$1.9 Million 0.52% of portfolio
14,442
Q2 2025 Added 32.11%
$161B
$1.84 Million 0.5% of portfolio
6,578
Q2 2025 Added 0.02%
$26.4B
$1.76 Million 0.48% of portfolio
900
Q2 2025 Added 6.64%
$0
$1.76 Million 0.48% of portfolio
18,338
Q2 2025 Added 1.95%
$0
$1.76 Million 0.48% of portfolio
21,284
Q2 2025 Added 1.41%
$356B
$1.73 Million 0.47% of portfolio
12,724
Q2 2025 Reduced 1.22%
$1.53T
$1.59 Million 0.43% of portfolio
8,975
Q2 2025 Reduced 1.04%
$58.4B
$1.54 Million 0.42% of portfolio
7,049
Q2 2025 Added 1.47%
$9.44B
$1.52 Million 0.41% of portfolio
41,404
Q2 2025 Added 3.99%
$109B
$1.52 Million 0.41% of portfolio
3,425
Q2 2025 Reduced 0.87%
$470B
$1.51 Million 0.41% of portfolio
14,019
Q2 2025 Added 4.02%
$164B
$1.52 Million 0.41% of portfolio
2,798
Q2 2025 Reduced 0.89%
$0
$1.48 Million 0.4% of portfolio
23,572
Q2 2025 New
$196B
$1.45 Million 0.39% of portfolio
12,554
Q2 2025 Added 0.88%
$0
$1.44 Million 0.39% of portfolio
65,771
Q2 2025 Added 19.63%
$0
$1.42 Million 0.38% of portfolio
24,899
Q2 2025 Added 21.41%
$1.68B
$1.2 Million 0.33% of portfolio
42,429
Q2 2025 Added 2.32%
$22.9B
$1.15 Million 0.31% of portfolio
63,271
Q2 2025 Added 2.42%
$9.34B
$1.13 Million 0.31% of portfolio
25,389
Q2 2025 Added 5.36%
$301B
$1.14 Million 0.31% of portfolio
7,950
Q2 2025 Added 4.19%
$0
$1.13 Million 0.31% of portfolio
50,617
Q2 2025 Added 18.64%
$4.98B
$1.13 Million 0.31% of portfolio
628
Q2 2025 Added 6.08%
$2.02B
$1.12 Million 0.3% of portfolio
104,303
Q2 2025 Added 1.37%
$86.1B
$1.11 Million 0.3% of portfolio
15,685
Q2 2025 Reduced 19.12%
$91.5B
$1.07 Million 0.29% of portfolio
3,465
Q2 2025 Reduced 0.97%
$220B
$1.03 Million 0.28% of portfolio
8,327
Q2 2025 Reduced 0.36%
$290B
$1.03 Million 0.28% of portfolio
14,890
Q2 2025 Added 31.13%
$55.8B
$982,000 0.27% of portfolio
6,155
Q2 2025 Reduced 1.35%
$3.52B
$982,000 0.27% of portfolio
72,142
Q2 2025 Added 1.01%
$5.83B
$869,000 0.24% of portfolio
25,808
Q2 2025 Reduced 0.26%
$1.53T
$880,000 0.24% of portfolio
3,886
Q2 2025 Added 0.88%
$44.1B
$873,000 0.24% of portfolio
12,822
Q2 2025 Added 16.95%
$70.2B
$878,000 0.24% of portfolio
1,713
Q2 2025 Reduced 0.29%
$1.72B
$888,000 0.24% of portfolio
53,341
Q2 2025 Reduced 22.06%
$139B
$815,000 0.22% of portfolio
1,603
Q2 2025 Added 0.63%
$11.3B
$758,000 0.21% of portfolio
11,249
Q2 2025 Added 6.53%
$10.7B
$769,000 0.21% of portfolio
3,170
Q2 2025 Reduced 0.41%
$23.5B
$724,000 0.2% of portfolio
7,511
Q2 2025 Reduced 59.28%
$15.9B
$748,000 0.2% of portfolio
2,427
Q2 2025 Reduced 1.38%
$81B
$748,000 0.2% of portfolio
10,067
Q2 2025 Added 0.83%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $368 Million
  • Prior Value $311 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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