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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$87.8B
$5.71 Million 1.45% of portfolio
11,986
Q3 2025 Added 0.19%
$258B
$5.4 Million 1.37% of portfolio
32,293
Q3 2025 Added 2.93%
$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%
$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%
$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%
$85.9B
$3.38 Million 0.86% of portfolio
15,298
Q3 2025 Reduced 0.01%
$136B
$3.32 Million 0.84% of portfolio
14,061
Q3 2025 Added 0.38%
$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%
$65.7B
$3.15 Million 0.8% of portfolio
10,478
Q3 2025 Added 2.07%
$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%
$388B
$2.56 Million 0.65% of portfolio
15,817
Q3 2025 Added 2.34%
$40.4B
$2.44 Million 0.62% of portfolio
19,219
Q3 2025 Added 1.22%
$29.4B
$2.28 Million 0.58% of portfolio
92,789
Q3 2025 Reduced 0.49%
$342B
$2.29 Million 0.58% of portfolio
12,562
Q3 2025 Reduced 1.27%
$118B
$2.27 Million 0.58% of portfolio
9,232
Q3 2025 Reduced 1.9%
$1.74T
$2.22 Million 0.56% of portfolio
9,117
Q3 2025 Added 1.58%
$53.8B
$2.16 Million 0.55% of portfolio
9,171
Q3 2025 Reduced 0.43%
$205B
$2.16 Million 0.55% of portfolio
14,674
Q3 2025 Added 1.61%
$2.39T
$2.12 Million 0.54% of portfolio
9,652
Q3 2025 Reduced 1.25%
$48.1B
$2.03 Million 0.52% of portfolio
7,029
Q3 2025 Reduced 1.53%
$3.85B
$2.05 Million 0.52% of portfolio
35,324
Q3 2025 Added 1.83%
$22.2B
$2.01 Million 0.51% of portfolio
76,107
Q3 2025 Added 20.29%
$228B
$2.02 Million 0.51% of portfolio
15,052
Q3 2025 Added 0.08%
$84B
$1.94 Million 0.49% of portfolio
10,071
Q3 2025 Reduced 1.81%
$174B
$1.89 Million 0.48% of portfolio
12,698
Q3 2025 Added 1.15%
$183B
$1.82 Million 0.46% of portfolio
6,456
Q3 2025 Reduced 1.85%
$10.3B
$1.75 Million 0.45% of portfolio
41,518
Q3 2025 Added 0.28%
$51.8B
$1.61 Million 0.41% of portfolio
7,073
Q3 2025 Added 0.34%
$26.8B
$1.6 Million 0.41% of portfolio
893
Q3 2025 Reduced 0.78%
$490B
$1.58 Million 0.4% of portfolio
14,033
Q3 2025 Added 0.1%
$0
$1.38 Million 0.35% of portfolio
67,634
Q3 2025 Added 2.83%

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
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