Mpwm Advisory Solutions, LLC Purchases in Q2 2025

Mpwm Advisory Solutions, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
461
+ 940.82%
$108.12 - $135.04 $49.8K - $62.3K
510 $68.9M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
812
+ 203.0%
$61.08 - $74.04 $49.6K - $60.1K
1.21K $89.7M
IBM
International Business Machines Corp

Technology
1
+ 0.09%
$221.03 - $294.78 $221 - $295
1.16K $341M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1K
+ 114.51%
$39.89 - $49.46 $40K - $49.6K
1.88K $92.8M
FEX
First Tr Large Cap Core Alphde

ETFs
475
New
$90.17 - $109.96 $42.8K - $52.2K
475 $52.2M
VB
Vanguard Small Cap ETF

ETFs
58
+ 2.37%
$193.73 - $237.37 $11.2K - $13.8K
2.5K $593M
FXL
First Tr Exchange Traded Fd Fi

ETFs
314
New
$115.28 - $157.36 $36.2K - $49.4K
314 $49.4M
DGRO
Ishares Core Dividend Growth E

ETFs
682
+ 127.48%
$55.22 - $63.94 $37.7K - $43.6K
1.22K $77.8M
BBDC
Barings Bdc, Inc.

Financial Services
4.24K
New
$7.89 - $9.51 $33.5K - $40.3K
4.24K $38.8M
DFAX
Dimensional ETF Tr
4
+ 0.03%
$23.37 - $29.39 $93.5 - $118
12K $353M
IWF
Ishares Russell 1000 Gr ETF

ETFs
79
+ 254.84%
$320.42 - $424.58 $25.3K - $33.5K
110 $46.7M
FXR
First Trust Industrials/Produc

ETFs
446
New
$60.85 - $74.22 $27.1K - $33.1K
446 $33.1M
NFLX
Netflix Inc

Communication Services
16
+ 61.54%
$855.86 - $1339.13 $13.7K - $21.4K
42 $56.2M
VUG
Vanguard Growth ETF

ETFs
55
+ 57.29%
$329.49 - $438.4 $18.1K - $24.1K
151 $66.2M
LMT
Lockheed Martin Corp

Industrials
63
+ 131.25%
$430.82 - $486.45 $27.1K - $30.6K
111 $51.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5
+ 0.08%
$52.31 - $63.72 $262 - $319
6.64K $423M
AGYS
Agilysys Inc

Technology
23
+ 4.31%
$65.76 - $118.19 $1.51K - $2.72K
557 $63.9M
FNY
First Trust Mid Cap Growth Alp
234
+ 32.45%
N/A
955 $78.7M
HII
Huntington Ingalls Industries, Inc.

Industrials
100
New
$183.31 - $241.46 $18.3K - $24.1K
100 $24.1M
CDNS
Cadence Design Systems Inc

Technology
17
+ 4.99%
$231.64 - $323.08 $3.94K - $5.49K
358 $110M
OKTA
Okta, Inc.

Technology
250
+ 35.21%
$91.24 - $127.3 $22.8K - $31.8K
960 $96M
HNI
Hni Corp

Industrials
424
New
$40.26 - $49.71 $17.1K - $21.1K
424 $20.9M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
6.2K
+ 6.1%
$9.83 - $10.92 $61K - $67.7K
108K $1.12B
SO
Southern CO

Utilities
220
+ 846.15%
$84.91 - $92.56 $18.7K - $20.4K
246 $22.6M
LVHI
Franklin International Low Vol

ETFs
600
New
$28.91 - $33.28 $17.3K - $20K
600 $19.5M
IYT
Ishares Tr U.S. Transportation

ETFs
280
New
$55.22 - $68.54 $15.5K - $19.2K
280 $19.2M
CVS
Cvs Health Corp

Healthcare
274
+ 121.24%
$60.04 - $70.18 $16.5K - $19.2K
500 $34.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
168
+ 2800.0%
$99.37 - $134.05 $16.7K - $22.5K
174 $19.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
60
+ 153.85%
$224.16 - $285.86 $13.4K - $17.2K
99 $28.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
400
+ 59.7%
$41.1 - $42.37 $16.4K - $16.9K
1.07K $45.2M
SPOT
Spotify Technology S.A.

Communication Services
20
+ 1000.0%
$503.3 - $775.9 $10.1K - $15.5K
22 $16.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
106
New
$121.58 - $136.74 $12.9K - $14.5K
106 $14.4M
MRVL
Marvell Technology, Inc.

Technology
178
+ 809.09%
$49.38 - $79.97 $8.79K - $14.2K
200 $15.5M
APP
App Lovin Corp

Technology
13
+ 11.61%
$219.37 - $417.89 $2.85K - $5.43K
125 $43.8M
SKYY
First Trust Cloud Computing Et

ETFs
111
New
$89.46 - $121.64 $9.93K - $13.5K
111 $13.5M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
75
+ 38.07%
$106.81 - $136.49 $8.01K - $10.2K
272 $37.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
45
+ 450.0%
$179.95 - $278.88 $8.1K - $12.5K
55 $15.3M
EFV
Msci Eafe Value ETF

ETFs
185
+ 58.92%
$52.4 - $64.65 $9.69K - $12K
499 $31.7M
FDL
First Tr Morningstar Dividend

ETFs
314
+ 3140.0%
$38.19 - $43.19 $12K - $13.6K
324 $13.6M
CVX
Chevron Corp

Energy
266
+ 25.26%
$133.73 - $168.51 $35.6K - $44.8K
1.32K $189M
FHN
First Horizon Corp

Financial Services
51
+ 0.78%
$16.21 - $21.2 $827 - $1.08K
6.56K $139M
GKOS
Glaukos Corp

Healthcare
120
New
$82.27 - $103.29 $9.87K - $12.4K
120 $12.4M
IEFA
Ishares Tr

ETFs
6
+ 0.4%
$67.83 - $84.09 $407 - $505
1.52K $127M
FSIG
First Tr ETF Iv LTD Duration I
572
New
$18.77 - $19.14 $10.7K - $10.9K
572 $10.9M
LGOV
First Tr ETF Iv Long Duration

ETFs
500
New
$20.73 - $21.92 $10.4K - $11K
500 $10.7M
QTEC
First Trust Nasdaq 100 Technol

ETFs
50
New
$149.56 - $212.83 $7.48K - $10.6K
50 $10.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
71
+ 16.14%
$90.56 - $109.49 $6.43K - $7.77K
511 $55.8M
Frontline PLC
600
New
N/A
600 $9.85M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
253
New
$32.83 - $38.57 $8.31K - $9.76K
253 $9.67M
Activity Summary
Buys All Purchases 149 New Holdings 46 Increased Positions 103 Sells All Sells 150 Reductions 149 Sold out 1 Options Calls 0 Puts 0
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