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 Market Cap. of $10 Billions to $200 Billions