Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $324 Million
  • Q3 2024

Midwest Professional Planners, Ltd. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $324 Million distributed in 154 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 $47.5M, Nvidia Corp with a value of $13.1M, Broadcom Inc. with a value of $8.19M, Ishares Barclays 3 7 Yr Treas with a value of $6.11M, and Costco Wholesale Corp with a value of $6.07M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $297M 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: $70.7 Million
Financial Services: $39.9 Million
Industrials: $31.6 Million
Healthcare: $18.7 Million
Energy: $12.8 Million
Real Estate: $10.5 Million
Consumer Defensive: $8.82 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162B
$1.92 Million 0.59% of portfolio
2,022
Q3 2024 Added 13.15%
$53.2B
$1.87 Million 0.58% of portfolio
13,955
Q3 2024 Added 3.55%
$0
$1.83 Million 0.56% of portfolio
87,295
Q3 2024 Added 7.98%
$0
$1.82 Million 0.56% of portfolio
30,536
Q3 2024 Added 8.03%
$1.64B
$1.81 Million 0.56% of portfolio
52,871
Q3 2024 Added 17.71%
$26.4B
$1.8 Million 0.55% of portfolio
16,527
Q3 2024 Added 8.78%
$190B
$1.74 Million 0.54% of portfolio
14,336
Q3 2024 Added 8.03%
$0
$1.73 Million 0.53% of portfolio
74,778
Q3 2024 Added 119.46%
$1.25T
$1.69 Million 0.52% of portfolio
10,120
Q3 2024 Added 14.32%
$119B
$1.67 Million 0.51% of portfolio
3,590
Q3 2024 Added 9.75%
$1.18B
$1.6 Million 0.49% of portfolio
133,183
Q3 2024 Added 8.02%
$0
$1.56 Million 0.48% of portfolio
18,769
Q3 2024 Added 2.39%
$27.3B
$1.52 Million 0.47% of portfolio
74,294
Q3 2024 Added 23.59%
$79.5B
$1.52 Million 0.47% of portfolio
12,121
Q3 2024 Added 3.28%
$54.8B
$1.51 Million 0.47% of portfolio
6,300
Q3 2024 Reduced 34.68%
$55.9B
$1.49 Million 0.46% of portfolio
8,302
Q3 2024 Added 3.9%
$445B
$1.49 Million 0.46% of portfolio
12,747
Q3 2024 Reduced 3.22%
$2.28B
$1.49 Million 0.46% of portfolio
95,705
Q3 2024 Added 9.55%
$202B
$1.44 Million 0.44% of portfolio
2,933
Q3 2024 Added 13.29%
$16.4B
$1.35 Million 0.42% of portfolio
9,682
Q3 2024 Reduced 10.24%
$8.68B
$1.37 Million 0.42% of portfolio
33,644
Q3 2024 Added 12.79%
$96.9B
$1.29 Million 0.4% of portfolio
14,614
Q3 2024 Added 22.81%
$33.1B
$1.3 Million 0.4% of portfolio
706
Q3 2024 Added 20.27%
$0
$1.29 Million 0.4% of portfolio
28,176
Q3 2024 Added 3.43%
$4.66B
$1.21 Million 0.37% of portfolio
24,094
Q3 2024 Added 41.83%
$35.4B
$1.18 Million 0.36% of portfolio
3,065
Q3 2024 Added 19.91%
$54.9B
$1.18 Million 0.36% of portfolio
8,400
Q3 2024 Added 2.98%
$1.22T
$1.13 Million 0.35% of portfolio
6,842
Q3 2024 Added 10.75%
$224B
$1.13 Million 0.35% of portfolio
9,892
Q3 2024 Added 4.42%
$3.46B
$1.12 Million 0.34% of portfolio
22,746
Q3 2024 Reduced 27.34%
$208B
$1.1 Million 0.34% of portfolio
6,477
Q3 2024 Added 5.64%
$2.84B
$1.11 Million 0.34% of portfolio
31,306
Q3 2024 Added 10.1%
$170B
$1.06 Million 0.33% of portfolio
8,517
Q3 2024 Added 31.62%
$34.2B
$1.08 Million 0.33% of portfolio
7,550
Q3 2024 Added 8.76%
$292B
$1.08 Million 0.33% of portfolio
7,304
Q3 2024 Reduced 6.57%
$14.2B
$1.02 Million 0.31% of portfolio
10,339
Q3 2024 Reduced 23.65%
$4.22B
$958,000 0.3% of portfolio
70,402
Q3 2024 Added 5.21%
$162B
$927,000 0.29% of portfolio
24,941
Q3 2024 Added 9.42%
$0
$950,000 0.29% of portfolio
39,600
Q3 2024 Added 26.15%
$8.45B
$925,000 0.29% of portfolio
22,550
Q3 2024 Reduced 11.02%
$4.98B
$900,000 0.28% of portfolio
531
Q3 2024 Added 161.58%
$249B
$912,000 0.28% of portfolio
17,140
Q3 2024 Reduced 0.23%
$81.6B
$876,000 0.27% of portfolio
3,233
Q3 2024 New
$99.2B
$865,000 0.27% of portfolio
8,341
Q3 2024 Added 11.45%
$72.7B
$850,000 0.26% of portfolio
5,223
Q3 2024 Added 3.26%
$10.2B
$829,000 0.26% of portfolio
3,046
Q3 2024 Added 16.57%
$80.4B
$832,000 0.26% of portfolio
1,644
Q3 2024 New
$0
$829,000 0.26% of portfolio
7,344
Q3 2024 Added 1.84%
$0
$843,000 0.26% of portfolio
16,518
Q3 2024 Added 4.45%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $324 Million
  • Prior Value $297 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 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