Mpwm Advisory Solutions, LLC Portfolio Holdings

Mpwm Advisory Solutions, LLC

  • $137 Billion
  • Q4 2024

Mpwm Advisory Solutions, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 736 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.3B, Spdr Portfolio S&P 1500 Compos with a value of $11.7B, Spdr Portfolio Long Term Treas with a value of $6.15B, Invesco Exchange Traded Fd Tr with a value of $5.47B, and Invesco Qqq Trust, Series 1 with a value of $5B.

Examining the 13F form we can see an increase of $137B in the current position value.

Mpwm Advisory Solutions, LLC is based out at Alpharetta, GA

Below you can find more details about Mpwm Advisory Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $111 Billion
Technology: $6.93 Billion
Financial Services: $3.03 Billion
Consumer Cyclical: $2.5 Billion
Communication Services: $2.19 Billion
Consumer Defensive: $1.74 Billion
Healthcare: $1.45 Billion
Industrials: $960 Million
Other: $1.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.3 Billion 22.88% of portfolio
53,423
Q4 2024 New
$0
$11.7 Billion 8.56% of portfolio
163,970
Q4 2024 New
$0
$6.15 Billion 4.5% of portfolio
234,862
Q4 2024 New
$0
$5.47 Billion 4.0% of portfolio
25,978
Q4 2024 New
$0
$5 Billion 3.66% of portfolio
9,784
Q4 2024 New
$0
$3.95 Billion 2.89% of portfolio
29,998
Q4 2024 New
$0
$3.73 Billion 2.72% of portfolio
16,861
Q4 2024 New
$0
$3.58 Billion 2.62% of portfolio
56,212
Q4 2024 New
$0
$3.15 Billion 2.3% of portfolio
59,875
Q4 2024 New
$0
$3.07 Billion 2.24% of portfolio
58,175
Q4 2024 New
$0
$3.06 Billion 2.24% of portfolio
46,915
Q4 2024 New
-
$2.82 Billion 2.06% of portfolio
-
Q4 2024 New
$3.93T
$2.73 Billion 2.0% of portfolio
10,910
Q4 2024 New
$0
$2.39 Billion 1.75% of portfolio
76,084
Q4 2024 New
$0
$2.38 Billion 1.74% of portfolio
47,212
Q4 2024 New
$0
$2.03 Billion 1.48% of portfolio
39,667
Q4 2024 New
$0
$1.81 Billion 1.32% of portfolio
50,406
Q4 2024 New
$0
$1.6 Billion 1.17% of portfolio
64,954
Q4 2024 New
$0
$1.59 Billion 1.16% of portfolio
17,162
Q4 2024 New
-
$1.29 Billion 0.94% of portfolio
-
Q4 2024 New
$2.33T
$1.05 Billion 0.77% of portfolio
4,790
Q4 2024 New
$0
$1.01 Billion 0.74% of portfolio
4,761
Q4 2024 New
$0
$1 Billion 0.73% of portfolio
90,877
Q4 2024 New
$3.04T
$865 Million 0.63% of portfolio
2,053
Q4 2024 New
$0
$847 Million 0.62% of portfolio
3,206
Q4 2024 New
$578B
$776 Million 0.57% of portfolio
2,455
Q4 2024 New
$0
$755 Million 0.55% of portfolio
2,198
Q4 2024 New
$1.66T
$717 Million 0.52% of portfolio
1,225
Q4 2024 New
$0
$697 Million 0.51% of portfolio
19,658
Q4 2024 New
$1.14T
$686 Million 0.5% of portfolio
3,602
Q4 2024 New
$0
$690 Million 0.5% of portfolio
15,360
Q4 2024 New
$0
$642 Million 0.47% of portfolio
1,192
Q4 2024 New
$0
$587 Million 0.43% of portfolio
2,444
Q4 2024 New
$0
$567 Million 0.41% of portfolio
5,648
Q4 2024 New
$0
$559 Million 0.41% of portfolio
16,163
Q4 2024 New
$0
$515 Million 0.38% of portfolio
10,221
Q4 2024 New
$0
$504 Million 0.37% of portfolio
29,243
Q4 2024 New
$408B
$484 Million 0.35% of portfolio
3,346
Q4 2024 New
$0
$479 Million 0.35% of portfolio
11,703
Q4 2024 New
$1.11T
$461 Million 0.34% of portfolio
2,437
Q4 2024 New
$0
$445 Million 0.33% of portfolio
5,239
Q4 2024 New
$0
$432 Million 0.32% of portfolio
6,634
Q4 2024 New
$0
$411 Million 0.3% of portfolio
1,418
Q4 2024 New
$0
$393 Million 0.29% of portfolio
3,945
Q4 2024 New
$0
$382 Million 0.28% of portfolio
7,937
Q4 2024 New
$0
$372 Million 0.27% of portfolio
7,512
Q4 2024 New
$0
$373 Million 0.27% of portfolio
12,243
Q4 2024 New
$0
$357 Million 0.26% of portfolio
1,107
Q4 2024 New
$14.6B
$358 Million 0.26% of portfolio
6,536
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 736
  • Current Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 736 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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