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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$807,000 0.25% of portfolio
35,685
Q3 2024 Added 65.19%
$1.08T
$826,000 0.25% of portfolio
3,158
Q3 2024 Added 32.19%
$7.24B
$794,000 0.24% of portfolio
24,399
Q3 2024 Added 10.8%
$12.5B
$761,000 0.23% of portfolio
9,464
Q3 2024 Added 11.13%
$79.8B
$741,000 0.23% of portfolio
6,034
Q3 2024 Reduced 10.36%
$98.6B
$676,000 0.21% of portfolio
28,830
Q3 2024 Added 4.16%
$46B
$692,000 0.21% of portfolio
4,870
Q3 2024 Added 5.55%
$54.4B
$684,000 0.21% of portfolio
5,066
Q3 2024 Reduced 17.51%
$34.7B
$658,000 0.2% of portfolio
5,559
Q3 2024 Added 70.1%
$1.63B
$601,000 0.19% of portfolio
10,442
Q3 2024 Added 186.0%
$48.1B
$605,000 0.19% of portfolio
10,480
Q3 2024 Reduced 12.1%
$82.2B
$568,000 0.18% of portfolio
2,912
Q3 2024 Added 10.89%
$38.3B
$582,000 0.18% of portfolio
8,919
Q3 2024 Added 0.11%
$49.7B
$574,000 0.18% of portfolio
5,601
Q3 2024 Added 11.6%
$232B
$595,000 0.18% of portfolio
1,150
Q3 2024 Added 12.09%
$122B
$593,000 0.18% of portfolio
1,423
Q3 2024 Added 17.51%
$47.4B
$548,000 0.17% of portfolio
10,642
Q3 2024 Added 9.46%
$554M
$504,000 0.16% of portfolio
11,030
Q3 2024 Added 13.08%
$6.34B
$517,000 0.16% of portfolio
2,368
Q4 2022 Reduced 0.92%
$106B
$522,000 0.16% of portfolio
4,136
Q3 2024 Added 1.67%
$124B
$526,000 0.16% of portfolio
6,570
Q3 2024 Added 17.68%
$0
$512,000 0.16% of portfolio
9,895
Q3 2024 Added 2.76%
$7.32B
$481,000 0.15% of portfolio
19,693
Q3 2024 Reduced 24.26%
$177B
$492,000 0.15% of portfolio
2,533
Q3 2024 Added 10.03%
$201B
$478,000 0.15% of portfolio
773
Q3 2024 Added 3.34%
$98B
$480,000 0.15% of portfolio
6,163
Q3 2024 New
$405B
$489,000 0.15% of portfolio
2,830
Q3 2024 Added 0.25%
$24.8B
$454,000 0.14% of portfolio
3,829
Q3 2024 Reduced 1.92%
$5.02B
$444,000 0.14% of portfolio
11,106
Q3 2024 Added 9.53%
$28.3B
$464,000 0.14% of portfolio
8,908
Q3 2024 Added 25.73%
$36B
$463,000 0.14% of portfolio
5,776
Q3 2024 Reduced 1.11%
$0
$428,000 0.13% of portfolio
5,331
Q3 2024 Added 3.66%
$16.4B
$390,000 0.12% of portfolio
2,600
Q3 2024 Added 10.45%
$21.3B
$401,000 0.12% of portfolio
5,907
Q3 2024 Added 3.29%
$2.05B
$389,000 0.12% of portfolio
7,554
Q3 2024 Added 2.23%
$0
$388,000 0.12% of portfolio
3,573
Q3 2024 Reduced 9.61%
$6.81B
$361,000 0.11% of portfolio
8,628
Q3 2024 Added 12.61%
$17.5B
$355,000 0.11% of portfolio
1,398
Q3 2024 Added 16.4%
$610B
$347,000 0.11% of portfolio
755
Q3 2024 Reduced 29.17%
$39.4B
$371,000 0.11% of portfolio
3,225
Q3 2024 Added 10.11%
$0
$311,000 0.1% of portfolio
1,182
Q1 2024 Reduced 5.06%
$9.33B
$257,000 0.08% of portfolio
3,784
Q3 2024 New
$0
$246,000 0.08% of portfolio
938
Q2 2024 Reduced 9.46%
$1.56B
$265,000 0.08% of portfolio
14,301
Q3 2024 Reduced 17.48%
$393B
$256,000 0.08% of portfolio
362
Q3 2024 New
$31.3B
$236,000 0.07% of portfolio
2,457
Q3 2024 Reduced 5.14%
$87.4B
$235,000 0.07% of portfolio
304
Q3 2024 New
$562B
$221,000 0.07% of portfolio
379
Q3 2024 Reduced 10.61%
$42.2B
$226,000 0.07% of portfolio
3,853
Q3 2024 Added 0.94%

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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