Mpwm Advisory Solutions, LLC Purchases in Q1 2025

Mpwm Advisory Solutions, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
35.8K
+ 21.8%
$67.03 - $74.61 $2.4M - $2.67M
200K $13.6B
SFLR
Innovator Etfs Tr Equity Manag
59.3K
+ 68.78%
N/A
146K $4.57B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
26.2K
+ 131015.0%
$62.72 - $71.92 $1.64M - $1.88M
26.2K $1.65B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.7K
+ 422.54%
$57.21 - $65.8 $1.19M - $1.36M
25.6K $1.49B
SPTL
Spdr Portfolio Long Term Treas

ETFs
28.4K
+ 12.1%
$25.54 - $27.64 $726K - $785K
263K $7.18B
INDA
Ishares Msci India Index Fund

ETFs
18K
+ 30.08%
$47.8 - $53.4 $861K - $962K
77.9K $4.01B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.54K
+ 25.93%
$468.34 - $539.52 $1.19M - $1.37M
12.3K $5.78B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.5K
+ 26.86%
$32.49 - $37.99 $440K - $514K
63.9K $2.14B
XLF
Financial Sector Spdr

ETFs
5.08K
+ 2032.4%
$47.32 - $52.19 $240K - $265K
5.33K $266M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.37K
+ 190.13%
$169.43 - $182.84 $232K - $250K
2.09K $361M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
1.05K
+ 2.24%
$64.2 - $69.24 $67.6K - $72.9K
48K $3.29B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.3K
+ 14.9%
$29.68 - $32.59 $336K - $369K
87.4K $2.61B
XLI
Industrial Sector Spdr

ETFs
1.3K
+ 4.32%
$128.78 - $141.67 $167K - $184K
31.3K $4.1B
WU
Western Union CO

Financial Services
13.8K
New
$10.24 - $11.62 $141K - $160K
13.8K $146M
EWW
Ishares Inc Msci Mexico ETF

ETFs
2.03K
New
N/A
2.03K $104M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
10.8K
+ 11.91%
$10.66 - $11.28 $115K - $122K
102K $1.1B
GM
General Motors CO

Consumer Cyclical
2.35K
+ 86.31%
$45.22 - $54.92 $106K - $129K
5.06K $238M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.24K
+ 31.36%
$91.68 - $109.93 $113K - $136K
5.18K $485M
WRB
Berkley W R Corp

Financial Services
1.05K
+ 167.2%
$56.7 - $71.27 $59.5K - $74.8K
1.68K $119M
DFIV
Dimensional ETF Tr

ETFs
17
+ 0.09%
$35.33 - $40.77 $601 - $693
19.7K $774M
OKTA
Okta, Inc.

Technology
689
+ 3280.95%
$78.83 - $116.72 $54.3K - $80.4K
710 $74.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 6.24%
$442.66 - $534.52 $17.7K - $21.4K
681 $363M
LLY
Eli Lilly & CO

Healthcare
63
+ 25.82%
$725.72 - $929.72 $45.7K - $58.6K
307 $254M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.26K
+ 3.48%
$24.5 - $24.95 $55.4K - $56.4K
67.2K $1.66B
EMB
Ishares Tr

ETFs
628
+ 20.26%
$88.64 - $92.03 $55.7K - $57.8K
3.73K $338M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.6K
New
$33.98 - $39.84 $54.3K - $63.6K
1.6K $54.7M
ZBRA
Zebra Technologies Corp

Technology
176
New
$271.72 - $421.11 $47.8K - $74.1K
176 $49.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
240
+ 342.86%
$196.12 - $229.48 $47.1K - $55.1K
310 $62.7M
AZN
Astrazeneca PLC

Healthcare
500
New
$65.37 - $77.96 $32.7K - $39K
500 $36.8M
CGSD
Capital Grp Core Plus Income E
1.07K
+ 9.28%
N/A
12.6K $326M
WM
Waste Management Inc

Industrials
120
+ 857.14%
$200.54 - $233.78 $24.1K - $28.1K
134 $31M
TSLA
Tesla, Inc.

Consumer Cyclical
244
+ 100.41%
$222.15 - $428.22 $54.2K - $104K
487 $126M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
400
New
$66.3 - $74.17 $26.5K - $29.7K
400 $27.8M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
469
+ 51.03%
$78.26 - $95.21 $36.7K - $44.7K
1.39K $109M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
350
New
$68.32 - $75.06 $23.9K - $26.3K
350 $26.2M
EFG
Msci Eafe Growth ETF

ETFs
235
+ 137.43%
$96.1 - $106.37 $22.6K - $25K
406 $40.6M
PEP
Pepsico Inc

Consumer Defensive
145
+ 33.56%
$142.64 - $156.42 $20.7K - $22.7K
577 $86.5M
RTX
Raytheon Technologies Corp

Industrials
100
+ 26.74%
$114.1 - $135.66 $11.4K - $13.6K
474 $62.8M
Peakstone Realty
1.52K
New
N/A
1.52K $19.2M
Avadel Pharmaceuticals
2.3K
New
N/A
2.3K $18M
DFAX
Dimensional ETF Tr
1
+ 0.01%
$24.45 - $27.2 $24.5 - $27.2
12K $315M
PIN
Invesco India ETF Trust India
850
+ 11.89%
N/A
8K $200M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2
+ 0.08%
$47.66 - $57.45 $95.3 - $115
2.47K $134M
Pgim Aaa
280
+ 5.23%
N/A
5.63K $289M
PFE
Pfizer Inc

Healthcare
825
+ 14.17%
$25.01 - $27.13 $20.6K - $22.4K
6.65K $168M
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.02%
$47.4 - $52.99 $47.4 - $53
4.51K $229M
Capital Group
436
New
N/A
436 $13.5M
XLK
Technology Sector Spdr

ETFs
235
+ 17.28%
$206.38 - $242.18 $48.5K - $56.9K
1.6K $329M
CCJ
Cameco Corp

Energy
300
+ 2142.86%
$40.64 - $56.86 $12.2K - $17.1K
314 $12.9M
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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