Mpwm Advisory Solutions, LLC Incresed Positions in Q1 2025

Mpwm Advisory Solutions, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DLY
Double Line Yield Opportunities Fund

N/A
76
+ 0.72%
$15.8 - $16.38 $1.2K - $1.24K
10.7K $172M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28
+ 0.27%
$50.39 - $50.66 $1.41K - $1.42K
10.2K $519M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
+ 100.0%
$47.79 - $59.89 $4.78K - $5.99K
200 $10M
SHEL
Shell PLC

Energy
3
+ 0.89%
$62.84 - $73.29 $189 - $220
341 $25M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.71%
$279.74 - $321.29 $280 - $321
141 $44M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.22%
$126.11 - $135.06 $504 - $540
1.85K $238M
ABBV
Abb Vie Inc.

Healthcare
1
+ 1.09%
$169.2 - $216.66 $169 - $217
93 $19.4M
CTRA
Coterra Energy Inc.

Energy
6
+ 0.75%
$25.51 - $29.83 $153 - $179
806 $23.3M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9
+ 0.8%
$47.08 - $50.67 $424 - $456
1.13K $56.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
49
+ 9.84%
$53.6 - $58.97 $2.63K - $2.89K
547 $30M
DVY
Ishares Tr

ETFs
2
+ 0.66%
$128.58 - $138.1 $257 - $276
306 $41.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 0.15%
$71.17 - $73.66 $71.2 - $73.7
664 $48.8M
POWW
Ammo, Inc.

Industrials
400
+ 26.67%
$1.17 - $1.88 $468 - $752
1.9K $2.62M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.49%
$96.9 - $104.39 $194 - $209
407 $40.4M
U S Treasury
9
+ 0.75%
N/A
1.21K $60.5M
KODK
Eastman Kodak CO

Industrials
200
+ 7.14%
$6.15 - $8.08 $1.23K - $1.62K
3K $19M
CNP
Centerpoint Energy Inc

Utilities
1
+ 0.99%
$30.87 - $36.25 $30.9 - $36.3
102 $3.7M
DGRO
Ishares Core Dividend Growth E

ETFs
2
+ 0.38%
$60.46 - $64.42 $121 - $129
535 $33.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 0.64%
$79.17 - $82.04 $79.2 - $82
158 $12.9M
RWO
Spdr Dow Jones Global Real Est

ETFs
1
+ 0.49%
$41.41 - $45.24 $41.4 - $45.2
206 $8.99M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.76%
$66.78 - $81.42 $66.8 - $81.4
133 $9.52M
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.15%
$50.4 - $50.89 $50.4 - $50.9
88 $4.46M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
52
+ 2.38%
$8.24 - $8.68 $428 - $451
2.24K $18.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9
+ 1.6%
$20.7 - $21.15 $186 - $190
572 $11.9M
AES
Aes Corp

Utilities
2
+ 1.44%
$9.93 - $13.23 $19.9 - $26.5
141 $1.75M
RLI
Rli Corp

Financial Services
17
+ 100.0%
$71.75 - $163.21 $1.22K - $2.77K
34 $2.73M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
6
+ 1.32%
$11.69 - $12.32 $70.1 - $73.9
462 $5.44M
MUR
Murphy Oil Corp

Energy
3
+ 1.46%
$24.02 - $33.9 $72.1 - $102
209 $5.94M
SPG
Simon Property Group Inc

Real Estate
1
+ 1.0%
$159.48 - $187.78 $159 - $188
101 $16.8M
PBP
Invesco Exchange Traded Fd Tr

ETFs
23
+ 2.51%
$21.85 - $24.13 $503 - $555
941 $20.9M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 5.0%
$347.25 - $424.87 $3.82K - $4.67K
231 $84.8M
ZION
Zions Bancorporation, National Association

Financial Services
1
+ 0.44%
$47.0 - $59.03 $47 - $59
228 $11.4M
BAC
Bank Of America Corp

Financial Services
2
+ 0.41%
$39.61 - $47.74 $79.2 - $95.5
489 $20.4M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.66%
$63.29 - $81.72 $63.3 - $81.7
153 $9.73M
WMT
Walmart Inc.

Consumer Defensive
35
+ 1.77%
$84.5 - $105.05 $2.96K - $3.68K
2.01K $177M
DIS
Walt Disney CO

Communication Services
1
+ 0.41%
$96.87 - $114.0 $96.9 - $114
243 $23.9M
FHN
First Horizon Corp

Financial Services
48
+ 0.74%
$17.7 - $22.43 $850 - $1.08K
6.51K $126M
COIN
Coinbase Global, Inc.

Technology
40
+ 28.57%
$172.23 - $301.3 $6.89K - $12.1K
180 $31M
EMR
Emerson Electric CO

Industrials
1
+ 0.33%
$108.64 - $131.17 $109 - $131
305 $33.5M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.22%
$83.01 - $101.02 $83 - $101
456 $40.9M
MTDR
Matador Resources CO

Energy
1
+ 0.08%
$44.79 - $63.77 $44.8 - $63.8
1.21K $61.6M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
11
+ 0.37%
$15.98 - $24.03 $176 - $264
3K $48.5M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.49%
$271.18 - $303.12 $1.9K - $2.12K
1.43K $392M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 2.6%
$18.53 - $29.07 $1.85K - $2.91K
3.95K $74.9M
AGYS
Agilysys Inc

Technology
51
+ 10.56%
$71.45 - $134.56 $3.64K - $6.86K
534 $38.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1
+ 0.01%
$32.42 - $36.13 $32.4 - $36.1
16.2K $533M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.48K
+ 35.14%
$24.15 - $42.89 $35.8K - $63.6K
5.7K $138M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.06%
$58.81 - $68.2 $235 - $273
6.64K $397M
DAL
Delta Air Lines, Inc.

Industrials
100
+ 2.94%
$43.6 - $69.06 $4.36K - $6.91K
3.5K $152M
Activity Summary
Buys All Purchases 130 New Holdings 27 Increased Positions 103 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 2
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