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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
28
+ 0.71%
$73.78 - $76.59 $2.07K - $2.14K
4K $306M
Ishares Bitcoin
234
+ 82.39%
N/A
518 $24.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
23
+ 65.71%
$308.86 - $455.36 $7.1K - $10.5K
58 $20.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
13
+ 0.67%
$85.29 - $92.57 $1.11K - $1.2K
1.95K $178M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
50
New
$166.63 - $185.86 $8.33K - $9.29K
50 $8.33M
TCBI
Texas Capital Bancshares Inc

Financial Services
100
New
$70.86 - $83.85 $7.09K - $8.39K
100 $7.47M
PULS
Pgim ETF Tr

ETFs
118
+ 1.57%
$49.56 - $49.78 $5.85K - $5.87K
7.63K $379M
NXE
Nex Gen Energy Ltd.

Energy
1.4K
New
$4.49 - $7.49 $6.29K - $10.5K
1.4K $6.29M
ORCL
Oracle Corp

Technology
85
+ 39.91%
$139.81 - $186.47 $11.9K - $15.8K
298 $41.7M
FDX
Fedex Corp

Industrials
25
+ 416.67%
$230.33 - $281.53 $5.76K - $7.04K
31 $7.56M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
164
+ 1.13%
$10.1 - $10.61 $1.66K - $1.74K
14.7K $151M
CVLG
Covenant Logistics Group, Inc.

Industrials
200
New
$22.2 - $29.12 $4.44K - $5.82K
200 $4.44M
VHT
Vanguard Health Care ETF

ETFs
6
+ 2.52%
$254.06 - $273.83 $1.52K - $1.64K
244 $64.6M
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
IONS
Ionis Pharmaceuticals Inc

Healthcare
110
New
$30.17 - $34.97 $3.32K - $3.85K
110 $3.32M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.71%
$279.74 - $321.29 $280 - $321
141 $44M
CGDV
Capital Group Divid Value ETF

ETFs
90
New
$34.95 - $37.36 $3.15K - $3.36K
90 $3.21M
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
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
100
New
$25.2 - $68.74 $2.52K - $6.87K
100 $2.96M
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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
30
New
$77.91 - $92.26 $2.34K - $2.77K
30 $2.38M
UCBI
United Community Banks Inc

Financial Services
84
New
N/A
84 $2.36M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
49
+ 9.84%
$53.6 - $58.97 $2.63K - $2.89K
547 $30M
F
Ford Motor CO

Consumer Cyclical
106
+ 4.35%
$9.12 - $10.43 $967 - $1.11K
2.54K $25.5M
DVY
Ishares Tr

ETFs
2
+ 0.66%
$128.58 - $138.1 $257 - $276
306 $41.1M
CGUS
Capital Group Core Equity ETF
35
New
$33.08 - $36.62 $1.16K - $1.28K
35 $1.17M
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
Amplify Alternative
41
New
N/A
41 $800K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.49%
$96.9 - $104.39 $194 - $209
407 $40.4M
ALCC
Alt C Acquisition Corp.

Financial Services
31
New
N/A
31 $671K
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
FDL
First Tr Morningstar Dividend

ETFs
10
New
$39.69 - $43.83 $397 - $438
10 $438K
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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5
New
$33.84 - $37.77 $169 - $189
5 $182K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3
New
$49.85 - $56.22 $150 - $169
3 $152K
Sandisk Corp
2
New
N/A
2 $95K
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
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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