Midwest Professional Planners, LTD.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$327M
Signature - Title
Gery Sadzewicz - Chief Compliance Officer
Location
Wausau, WI
Summary
This page shows a list of all the recent 13F filings made by Midwest Professional Planners, LTD.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Midwest Professional Planners, LTD. reported 154 stock holdings with total value $327M as of Q3 2024. Top holdings included SPY, NVDA, AVGO, IEI, and COST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 154 $327M +$39.9M -$17.5M +$22.4M SPY, NVDA, AVGO, IEI, COST 13F-HR 11/14/2024, 12:01 PM
Q2 2024 147 $299M +$40.8M -$22.6M +$18.1M SPY, NVDA, AVGO, IWV, IEI 13F-HR 8/6/2024, 11:13 AM
Q1 2024 147 $285M +$48.5M -$35.9M +$12.7M SPY, NVDA, AGG, EFA, AVGO 13F-HR 5/9/2024, 10:24 AM
Q4 2023 129 $251M +$31.2M -$27.4M +$3.77M SPY, NVDA, AGG, EFA, MCO 13F-HR 2/15/2024, 12:49 PM
Q3 2023 125 $222M +$20.3M -$17.4M +$2.95M SPY, AGG, NVDA, IJH, MCO 13F-HR 11/13/2023, 07:40 AM
Q2 2023 124 $228M +$47M -$36.9M +$10.1M SPY, AGG, NVDA, IJH, AAPL 13F-HR 8/7/2023, 04:12 PM
Q1 2023 121 $204M +$57.9M -$44.4M +$13.5M SPY, IWV, AGG, NVDA, EFA 13F-HR 5/15/2023, 02:04 PM
Q4 2022 123 $181M +$17.6M -$18.1M -$582K SPY, AGG, IWB, MDY, IWV 13F-HR 2/10/2023, 02:22 PM
Q3 2022 117 $168M +$25.9M -$24.4M +$1.46M SPY, AGG, IWV, IWB, MDY 13F-HR 11/10/2022, 04:42 PM
Q2 2022 115 $177M +$25.5M -$23.9M +$1.58M SPY, IWV, AGG, SHY, IWB 13F-HR 8/9/2022, 12:08 PM
Q1 2022 120 $203M +$37.9M -$30.4M +$7.5M SPY, AGG, IWV, IWB, MDY 13F-HR 5/11/2022, 12:15 PM
Q4 2021 116 $206M +$13.1M -$11.4M +$1.73M SPY, AGG, IWV, IWB, MDY 13F-HR 2/10/2022, 04:51 PM
Q3 2021 114 $189M +$31.1M -$28.1M +$2.96M SPY, AGG, IWB, IWV, MDY 13F-HR 11/8/2021, 12:29 PM
Q2 2021 116 $192M +$56.3M -$4.25M +$52M AGG, SPY, IWV, IWB, MDY 13F-HR 8/10/2021, 02:25 PM
Q1 2021 81 $22.5M $0 $0 AGG, EMB, HYG, LPT, NKE 13F-HR 5/17/2021, 09:51 AM
Q4 2020 112 $162M +$27.8M -$14.8M +$13M AGG, IWV, SPY, EEM, IWB 13F-HR 3/10/2021, 06:33 PM
Q3 2020 106 $96.1M +$14.9M -$12.7M +$2.19M AGG, IWB, IWV, IEF, IEI 13F-HR 11/6/2020, 03:05 PM
Q2 2020 107 $90.2M +$30.6M -$8.33M +$22.3M AGG, IWB, IWV, IWF, XLV 13F-HR 8/14/2020, 10:27 AM
Q1 2020 81 $65.9M +$6.84M -$8.97M -$2.13M AGG, IWB, IWV, CWB, EEM 13F-HR 5/5/2020, 03:33 PM
Q4 2019 92 $80.5M +$17.9M -$10.1M +$7.89M IWB, AGG, EFA, IWV, EEM 13F-HR 2/11/2020, 03:52 PM
Q3 2019 91 $112M +$16.8M -$14.7M +$2.12M SPY, IWB, IWV, SHY, MDY 13F-HR 11/14/2019, 04:16 PM
Q2 2019 91 $108M +$11M -$9.58M +$1.4M AGG, IWB, SHY, IWV, MDY 13F-HR 8/9/2019, 07:58 PM
Q1 2019 89 $104M +$25.8M -$23.5M +$2.39M CWB, AGG, IWB, SHY, EEM 13F-HR 5/7/2019, 05:59 PM
Q4 2018 80 $92.9M +$14.1M -$19.1M -$5M SHY, AGG, IWB, CWB, SPY 13F-HR 2/13/2019, 06:58 PM
Q3 2018 85 $109M +$21.2M -$28.8M -$7.58M IWB, AGG, SHY, CWB, SPY 13F-HR 11/13/2018, 11:05 AM
Q2 2018 330 $112M +$20.3M -$22.1M -$1.79M MDY, IWB, AGG, SHY, EFA 13F-HR 8/10/2018, 03:18 PM
Q1 2018 330 $111M +$18.4M -$16.3M +$2.1M SHY, IWB, AGG, MDY, EEM 13F-HR 5/14/2018, 09:55 PM
Q4 2017 342 $109M $0 $0 IWB, AGG, CWB, MDY, SHY 13F-HR 2/12/2018, 05:44 PM