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| Midwest Professional Planners Ltd
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|---|---|
| CRD # | 112995 |
| SEC # | 801-72649 |
| CIK # | 0001730575 |
| AUM | $382.6 MM (2023-03-28) |
| Employees | 30 (43% Investors, 20% Brokers) |
| Phone | 715-848-3474 |
| Address | 2610 Stewart Avenue, Suite 100 Wausau, WI 54401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 7.0 | |
| GLD | 4.1 | ||
| AAPL | 2,382,844.0 | 3.8 | |
| MCO | 49,925.7 | 3.7 | |
| AMAT | 82,662.4 | 3.2 | |
| JPM | 340,169.2 | 2.8 | |
| LMT | 111,953.9 | 2.6 | |
| LRCX | 60,793.2 | 2.4 | |
| ETN | 51,598.7 | 2.4 | |
| ABBV | 269,466.6 | 2.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 111.5 |
| (b) Individuals (high net worth individuals) | 145 | 259.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 111 | 2.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,482 | 382.6 |
| By Discretionary | ||
| Discretionary | 2,482 | 382.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,482 | 382.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.6 | |
| Total | 2,482 | 382.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001730575] |
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|---|---|---|
|
Milestone Asset Management LLC
✚
|
PA | 0.4 |
|
Park Edge Advisors LLC
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OH | 0.4 |
|
The Strategic Financial Alliance Inc
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GA | 0.4 |
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Nicollet Investment Management Inc
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MN | 0.4 |
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Day & Ennis LLC
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GA | 0.4 |
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Centurion Wealth Management LLC
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VA | 0.4 |
|
Purus Wealth Management LLC
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|
CA | 0.4 |
|
KIRR Marbach & Company LLC
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|
IN | 0.4 |
|
Global View Investment Advisors LLC
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|
SC | 0.4 |
|
REAP Financial Group LLC
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|
TX | 0.4 |