Equal-WT
WhaleScore 2.0
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Midwest Professional Planners, Ltd. is based out of Wausau. Midwest Professional Planners, Ltd. is a large advisory firm with 608 clients and discretionary assets under management (AUM) of $382,595,317 (Form ADV from 2023-11-13). Their last reported 13F filing for Q4 2023 included $250,858,804 in managed 13F securities
and a top 10 holdings concentration of 38.95%. Midwest Professional Planners, Ltd.'s largest holding is SPDR S&P 500 ETF TRUST with shares held of 97,401. Whalewisdom has at least 25 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IWP iShares Russell Mid- | 1.09% |
XLF The Financial Select | 1.09% |
XLB The Materials Select | 1.08% |
EFA iShares MSCI EAFE ET | 0.65% |
AVGO Broadcom Ltd. (Avago | 0.62% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 1.48% |
XLE The Energy Select Se | 1.31% |
AGG iShares Core U.S. Ag | 1.27% |
IGE iShares North Americ | 1.26% |
XLV The Health Care Sele | 1.24% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 18.45% |
NVDA NVIDIA Corp. | 3.15% |
AGG iShares Core U.S. Ag | 2.95% |
EFA iShares MSCI EAFE ET | 2.56% |
MCO Moodys Corp | 2.26% |
2023-12-31
13F Activity
Market Value | $251m, Prior: $222m |
New Purchases | 13 stocks |
Added To | 91 stocks |
Sold out of | 9 stocks |
Reduced holdings in | 20 stocks |
Top 10 Holdings % | 38.95% |
Turnover %[1] | 17.05% |
Turnover Alt %[2] | 8.73% |
Time Held Top 20 | 7.25 quarters |
Time Held Top 10 | 5.4 quarters |
Time Held All | 13.87 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31