Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $324 Million
  • Q4 2024

Midwest Professional Planners, Ltd. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $324 Million distributed in 152 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 $40.5M, Nvidia Corp with a value of $12.9M, Broadcom Inc. with a value of $11.4M, Costco Wholesale Corp with a value of $6.45M, and Jpmorgan Chase & CO with a value of $6.22M.

Examining the 13F form we can see an decrease of $729K in the current position value, from $324M 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: $68.4 Million
Financial Services: $44.9 Million
Industrials: $31.3 Million
Healthcare: $17.1 Million
Energy: $11 Million
Real Estate: $9.61 Million
Communication Services: $8.81 Million
Other: $18.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.5 Million 12.52% of portfolio
69,121
Q4 2024 Reduced 16.47%
$316B
$12.9 Million 3.99% of portfolio
96,092
Q4 2024 Reduced 10.99%
$82B
$11.4 Million 3.51% of portfolio
48,958
Q4 2024 Added 3.09%
$467B
$6.45 Million 1.99% of portfolio
7,038
Q4 2024 Added 2.77%
$755B
$6.22 Million 1.92% of portfolio
25,953
Q4 2024 Added 0.66%
$3.97T
$5.96 Million 1.84% of portfolio
23,808
Q4 2024 Reduced 7.26%
$0
$5.85 Million 1.81% of portfolio
50,596
Q4 2024 Reduced 1.01%
$2.97T
$5.81 Million 1.8% of portfolio
13,787
Q4 2024 Added 3.91%
$91.9B
$5.78 Million 1.79% of portfolio
12,219
Q4 2024 Added 1.65%
$115B
$5.6 Million 1.73% of portfolio
16,860
Q4 2024 Added 2.41%
$0
$5.49 Million 1.7% of portfolio
88,080
Q4 2024 Reduced 1.1%
$306B
$5.25 Million 1.62% of portfolio
15,702
Q4 2024 Added 3.23%
$0
$5.06 Million 1.56% of portfolio
43,956
Q4 2024 Added 85.8%
$0
$4.63 Million 1.43% of portfolio
47,810
Q4 2024 Added 1.07%
$118B
$4.43 Million 1.37% of portfolio
9,115
Q4 2024 Added 3.02%
$0
$4.17 Million 1.29% of portfolio
12,465
Q4 2024 Reduced 0.29%
$144B
$4.16 Million 1.28% of portfolio
46,563
Q4 2024 Reduced 2.24%
$74.4B
$4 Million 1.24% of portfolio
22,423
Q4 2024 Added 5.57%
$142B
$4.01 Million 1.24% of portfolio
24,629
Q4 2024 Added 0.82%
$50.9B
$3.78 Million 1.17% of portfolio
10,836
Q4 2024 Added 7.19%
$1.48T
$3.78 Million 1.17% of portfolio
6,407
Q4 2024 Added 11.52%
$454B
$3.72 Million 1.15% of portfolio
22,351
Q4 2024 Added 7.15%
$219B
$3.64 Million 1.12% of portfolio
12,267
Q4 2024 Added 6.36%
$0
$3.56 Million 1.1% of portfolio
152,666
Q4 2024 Added 51.05%
$576B
$3.54 Million 1.09% of portfolio
11,213
Q4 2024 Added 8.95%
$94.7B
$3.06 Million 0.95% of portfolio
15,162
Q4 2024 Added 1.17%
$151B
$3.06 Million 0.94% of portfolio
13,398
Q4 2024 Added 1.05%
$210B
$2.98 Million 0.92% of portfolio
5,206
Q4 2024 Added 16.36%
$0
$2.87 Million 0.89% of portfolio
125,839
Q4 2024 Added 68.28%
$0
$2.89 Million 0.89% of portfolio
52,189
Q4 2024 Added 2.1%
$0
$2.8 Million 0.87% of portfolio
25,466
Q4 2024 Added 9.44%
$538B
$2.75 Million 0.85% of portfolio
5,223
Q4 2024 Added 19.82%
$44.2B
$2.72 Million 0.84% of portfolio
36,784
Q4 2024 Added 6.8%
$92.7B
$2.71 Million 0.84% of portfolio
11,203
Q4 2024 Reduced 1.5%
$0
$2.72 Million 0.84% of portfolio
6,779
Q4 2024 Reduced 6.6%
$0
$2.68 Million 0.83% of portfolio
5,245
Q4 2024 Reduced 5.41%
$0
$2.63 Million 0.81% of portfolio
54,426
Q4 2024 New
$0
$2.55 Million 0.79% of portfolio
26,495
Q4 2024 Reduced 2.11%
$0
$2.52 Million 0.78% of portfolio
41,793
Q4 2024 Added 3.32%
$0
$2.5 Million 0.77% of portfolio
8,677
Q4 2024 New
$6.73B
$2.5 Million 0.77% of portfolio
26,255
Q4 2024 Added 5.29%
$2.17T
$2.44 Million 0.75% of portfolio
11,123
Q4 2024 Added 6.92%
$361B
$2.42 Million 0.75% of portfolio
13,595
Q4 2024 Added 3.81%
$71B
$2.21 Million 0.68% of portfolio
4,719
Q4 2024 Added 2.41%
$56.7B
$2.09 Million 0.65% of portfolio
8,919
Q4 2024 Added 9.58%
$54.4B
$2.1 Million 0.65% of portfolio
14,954
Q4 2024 Added 7.16%
$1.08T
$2.1 Million 0.65% of portfolio
11,015
Q4 2024 Added 8.84%
$54.2B
$2.06 Million 0.63% of portfolio
6,865
Q4 2024 Added 7.67%
$24B
$2.05 Million 0.63% of portfolio
18,123
Q4 2024 Added 9.66%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $324 Million
  • Prior Value $324 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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