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 Market Cap. of $200 Billions or more
