Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $394 Million
  • Q3 2025

Midwest Professional Planners, Ltd. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $394 Million distributed in 148 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 $42.2M, Ishares Tr with a value of $16.6M, Nvidia Corp with a value of $15.1M, Broadcom Inc. with a value of $14.1M, and Jpmorgan Chase & CO with a value of $7.92M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $368M to 394M.

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 $394 Million
ETFs: $156 Million
Technology: $78.2 Million
Financial Services: $52.9 Million
Industrials: $41.1 Million
Healthcare: $18 Million
Energy: $11.3 Million
Real Estate: $10.8 Million
Communication Services: $8.94 Million
Other: $16.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.2 Million 10.72% of portfolio
63,368
Q3 2025 Added 8.19%
$0
$16.6 Million 4.21% of portfolio
150,142
Q3 2025 Reduced 18.18%
$465B
$15.1 Million 3.85% of portfolio
81,157
Q3 2025 Reduced 0.58%
$139B
$14.1 Million 3.58% of portfolio
42,761
Q3 2025 Reduced 1.03%
$881B
$7.92 Million 2.01% of portfolio
25,120
Q3 2025 Reduced 0.36%
$0
$7.28 Million 1.85% of portfolio
60,911
Q3 2025 Added 1.26%
$0
$6.76 Million 1.72% of portfolio
72,379
Q3 2025 Reduced 30.43%
$0
$6.73 Million 1.71% of portfolio
293,258
Q3 2025 Added 11.75%
$3.78T
$6.6 Million 1.68% of portfolio
12,741
Q3 2025 Reduced 1.54%
$593B
$6.52 Million 1.66% of portfolio
23,168
Q3 2025 Added 0.49%
$77.2B
$6.49 Million 1.65% of portfolio
30,525
Q3 2025 Reduced 0.27%
$140B
$6.41 Million 1.63% of portfolio
17,118
Q3 2025 Reduced 0.21%
$404B
$6.39 Million 1.62% of portfolio
6,901
Q3 2025 Reduced 1.33%
$0
$5.86 Million 1.49% of portfolio
58,411
Q3 2025 Added 4.14%
$87.8B
$5.71 Million 1.45% of portfolio
11,986
Q3 2025 Added 0.19%
$0
$5.38 Million 1.37% of portfolio
14,210
Q3 2025 Reduced 1.69%
$0
$5.34 Million 1.36% of portfolio
81,802
Q3 2025 Added 1.41%
$0
$5.3 Million 1.35% of portfolio
226,717
Q3 2025 Added 3.22%
$0
$5.11 Million 1.3% of portfolio
95,774
Q3 2025 Added 1.31%
$197B
$5.08 Million 1.29% of portfolio
24,828
Q3 2025 Reduced 0.36%
$65.2B
$4.84 Million 1.23% of portfolio
11,467
Q3 2025 Reduced 0.03%
$265B
$4.79 Million 1.22% of portfolio
6,011
Q3 2025 Added 4.76%
$147B
$4.53 Million 1.15% of portfolio
46,392
Q3 2025 Reduced 0.22%
$1.37T
$4.54 Million 1.15% of portfolio
6,181
Q3 2025 Reduced 0.48%
$123B
$4.46 Million 1.13% of portfolio
8,933
Q3 2025 Reduced 0.76%
$255B
$4.17 Million 1.06% of portfolio
12,555
Q3 2025 Added 0.18%
$4.3T
$4.13 Million 1.05% of portfolio
16,231
Q3 2025 Added 0.36%
$533B
$4.02 Million 1.02% of portfolio
11,775
Q3 2025 Added 0.59%
$8.15B
$3.8 Million 0.97% of portfolio
29,295
Q3 2025 Added 2.01%
$0
$3.8 Million 0.97% of portfolio
168,768
Q3 2025 Added 27.33%
$4.4B
$3.55 Million 0.9% of portfolio
55,875
Q3 2025 Added 2.01%
$512B
$3.52 Million 0.89% of portfolio
6,185
Q3 2025 Added 1.1%
$0
$3.46 Million 0.88% of portfolio
51,197
Q3 2025 Reduced 0.05%
$0
$3.46 Million 0.88% of portfolio
71,426
Q3 2025 Added 0.68%
$0
$3.45 Million 0.88% of portfolio
38,133
Q3 2025 New
$85.9B
$3.38 Million 0.86% of portfolio
15,298
Q3 2025 Reduced 0.01%
$130B
$3.33 Million 0.85% of portfolio
9,370
Q3 2025 Added 0.35%
$0
$3.34 Million 0.85% of portfolio
7,134
Q3 2025 Reduced 4.59%
$136B
$3.32 Million 0.84% of portfolio
14,061
Q3 2025 Added 0.38%
$0
$3.3 Million 0.84% of portfolio
5,498
Q3 2025 Reduced 3.88%
$414B
$3.32 Million 0.84% of portfolio
14,340
Q3 2025 Added 1.8%
$237B
$3.24 Million 0.82% of portfolio
13,666
Q3 2025 Reduced 9.87%
$0
$3.25 Million 0.82% of portfolio
11,518
Q3 2025 New
$0
$3.19 Million 0.81% of portfolio
22,412
Q3 2025 Reduced 1.43%
$65.7B
$3.15 Million 0.8% of portfolio
10,478
Q3 2025 Added 2.07%
$0
$3.12 Million 0.79% of portfolio
28,162
Q3 2025 Reduced 0.09%
$0
$3.07 Million 0.78% of portfolio
57,006
Q3 2025 Reduced 1.22%
$53.4B
$2.86 Million 0.73% of portfolio
36,770
Q3 2025 Reduced 1.82%
$86.7B
$2.88 Million 0.73% of portfolio
4,725
Q3 2025 Added 0.36%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $394 Million
  • Prior Value $368 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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