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| Midwest Professional Planners Ltd
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| |
|---|---|
| CRD # | 112995 |
| SEC # | 801-72649 |
| CIK # | 0001730575 |
| AUM | $431.8 MM (2024-07-18) |
| Employees | 28 (61% Investors, 14% Brokers) |
| Phone | 715-848-3474 |
| Address | 2610 Stewart Avenue, Suite 100 Wausau, WI 54401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 12.9 | |
| AVGO | 201,282.9 | 7.1 | |
| MSFT | 1,918,222.4 | 5.6 | |
| AMAT | 82,662.4 | 5.5 | |
| COST | 207,576.9 | 5.5 | |
| JPM | 340,169.2 | 5.1 | |
| LRCX | 60,793.2 | 5.1 | |
| ETN | 51,598.7 | 4.9 | |
| MCO | 49,925.7 | 4.8 | |
| AAPL | 2,382,844.0 | 4.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 430 | 97.5 |
| (b) Individuals (high net worth individuals) | 182 | 319.1 |
| (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 | 11.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 114 | 4.1 |
| (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 | 2,223 | 431.8 |
| By Discretionary | ||
| Discretionary | 2,223 | 431.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,223 | 431.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.8 | |
| Total | 2,223 | 431.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730575] |
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|---|---|---|
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Hilltop Wealth Advisors LLC
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Global View Investment Advisors LLC
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Blue Barn Wealth LLC
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UT | 0.4 |
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GEN Financial Management Inc
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MN | 0.4 |
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Highland Financial Advisors LLC
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NJ | 0.4 |
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Iron Horse Wealth Management LLC
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IA | 0.4 |