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MIDWEST PROFESSIONAL PLANNERS, LTD.

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WAUSAU WI Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance