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Midwest Professional Planners, LTD.
Midwest Professional Planners, Ltd. (doing business as MPPL Financial) is an independent, SEC-registered investment advisory firm headquartered in Wausau, Wisconsin, with additional offices in Duluth, Grand Rapids, and Crystal Lake. Founded in 1995, the firm provides personalized wealth management, financial planning, and investment management services to individuals, families, professionals, and business owners. MPPL focuses on customized, tax-efficient portfolios aligned with each client's unique financial goals and situation. The firm employs a staff of experienced advisors and support professionals.
Investment Strategy
MPPL Financial utilizes a comprehensive and personalized investment approach, aligning asset allocation with each client's individual financial goals, risk tolerance, and tax situation. The firm employs a blend of active and passive management strategies, focusing on efficient market opportunities and tax-smart portfolio construction. Their investment philosophy prioritizes disciplined risk management, ongoing portfolio optimization, and regular review of economic and market conditions to help clients achieve long-term financial stability and growth.
Latest 13F Filing Activity
Midwest Professional Planners, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 148 equity positions with a total 13F market value of $380M. The fund increased holdings in Ishares TR, Broadcom Inc., Nvidia Corporation among other positions. Midwest Professional Planners, LTD. reduced exposure to Fiserv Inc., Select Sector SPDR TR, Discover Finl SVCS among others.
Top Holdings
Equity Positions (148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.53% | $36.2M | 58,572 | $420.93 | $617.85 | +$3.6M |
S SHV | ISHARES TR | 5.34% | $20.3M | 183,503 | $110.39 | $110.42 | +$14.9M |
N NVDA | NVIDIA CORPORATION | 3.40% | $12.9M | 81,629 | $14.37 | $157.99 | +$4.1M |
A AVGO | BROADCOM INC | 3.14% | $11.9M | 43,205 | $76.19 | $275.65 | +$4.7M |
E EFA | ISHARES TR | 2.45% | $9.3M | 104,039 | $76.95 | $89.39 | +$609.0K |
Industry Allocation
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