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
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 1.72%
$321.63 - $509.31 $322 - $509
59 $30M
NSSC
Napco Security Technologies, Inc

Industrials
53
+ 4.47%
$19.82 - $29.82 $1.05K - $1.58K
1.24K $36.8M
Capital Group
262
New
N/A
262 $8.81M
XLC
Select Sector Spdr Tr Communic

ETFs
76
New
$86.13 - $108.53 $6.55K - $8.25K
76 $8.25M
EMR
Emerson Electric CO

Industrials
2
+ 0.66%
$94.15 - $133.33 $188 - $267
307 $40.9M
ZBRA
Zebra Technologies Corp

Technology
6
+ 3.41%
$213.54 - $309.26 $1.28K - $1.86K
182 $56.1M
DNP
Dnp Select Income Fund Inc

Financial Services
640
New
$8.89 - $9.88 $5.69K - $6.32K
640 $6.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6
+ 1.26%
$72.96 - $90.39 $438 - $542
484 $43.3M
IONQ
Ion Q, Inc.

Technology
95
New
$20.68 - $48.04 $1.96K - $4.56K
95 $4.08M
Nano Nuclear
100
New
N/A
100 $3.45M
VOT
Vanguard Mid Cap Growth Index

ETFs
11
New
$216.28 - $284.39 $2.38K - $3.13K
11 $3.13M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
1.41K
+ 2.94%
$60.77 - $68.5 $85.8K - $96.7K
49.4K $3.29B
EWJ
Ishares Msci Japan ETF

ETFs
40
New
$61.32 - $75.28 $2.45K - $3.01K
40 $3M
AIQ
Global X Funds Global X Artifi

ETFs
35
+ 20.11%
$31.5 - $43.69 $1.1K - $1.53K
209 $9.13M
FIW
First Trust Water ETF

ETFs
25
New
$90.26 - $108.05 $2.26K - $2.7K
25 $2.7M
ITA
Ishares Tr

ETFs
12
New
$135.31 - $188.64 $1.62K - $2.26K
12 $2.26M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
22
New
$78.85 - $101.3 $1.73K - $2.23K
22 $2.17M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.25%
$89.02 - $104.29 $89 - $104
408 $42.6M
DLTR
Dollar Tree, Inc.

Consumer Defensive
20
+ 400.0%
$67.22 - $100.51 $1.34K - $2.01K
25 $2.48M
CGDV
Capital Group Divid Value ETF

ETFs
38
+ 42.22%
$31.93 - $39.49 $1.21K - $1.5K
128 $5.06M
PANW
Palo Alto Networks Inc

Technology
6
+ 60.0%
$152.44 - $204.64 $915 - $1.23K
16 $3.27M
Capital Group
8
+ 1.83%
N/A
444 $14.8M
FXD
First Tr Exchange Traded Fd

ETFs
20
New
$50.42 - $63.44 $1.01K - $1.27K
20 $1.27M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.65%
$53.27 - $72.04 $53.3 - $72
154 $11M
RGTI
Rigetti Computing, Inc.

Technology
53
New
$7.5 - $14.29 $398 - $757
53 $629K
U S Treasury
12
+ 1.0%
N/A
1.22K $61.1M
ZION
Zions Bancorporation, National Association

Financial Services
2
+ 0.88%
$41.39 - $51.94 $82.8 - $104
230 $12M
AVDV
American Centy ETF Tr Avantis

ETFs
1
+ 3.85%
$61.76 - $79.32 $61.8 - $79.3
27 $2.11M
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 0.63%
$79.56 - $82.92 $79.6 - $82.9
159 $13.2M
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.14%
$50.41 - $51.17 $50.4 - $51.2
89 $4.53M
FMF
First Trust Managed Futures St

ETFs
0
New
$44.79 - $46.43 $0 - $0
0 $0
FXH
First Tr Exchange Trd Fd Healt

ETFs
0
New
$93.63 - $103.68 $0 - $0
0 $0
FXN
First Tr Exchange Traded Fd Fi

ETFs
0
New
$12.88 - $16.75 $0 - $0
0 $0
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
0
New
$25.92 - $33.03 $0 - $0
0 $0
FAAR
First Trust Vii Alternative Ab

ETFs
0
New
$25.68 - $29.03 $0 - $0
0 $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
0
New
$42.72 - $44.24 $0 - $0
0 $0
DVY
Ishares Tr

ETFs
3
+ 0.98%
$118.37 - $134.86 $355 - $405
309 $41.1M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
9
+ 1.95%
$11.19 - $11.84 $101 - $107
471 $5.35M
K
Kellogg CO

Consumer Defensive
1
+ 1.85%
$77.85 - $82.88 $77.9 - $82.9
55 $4.34M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
261
+ 1.78%
$9.43 - $10.29 $2.46K - $2.69K
14.9K $151M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
56
+ 1400.0%
$87.84 - $1441.89 $4.92K - $80.7K
60 $5.41M
SPG
Simon Property Group Inc

Real Estate
2
+ 1.98%
$140.37 - $171.44 $281 - $343
103 $16.5M
MUR
Murphy Oil Corp

Energy
3
+ 1.44%
$19.62 - $29.21 $58.9 - $87.6
212 $4.77M
TLT
Ishares Barclays 20+ Year Trea

ETFs
22
+ 1.13%
$83.97 - $92.85 $1.85K - $2.04K
1.97K $174M
MTDR
Matador Resources CO

Energy
1
+ 0.08%
$36.67 - $52.23 $36.7 - $52.2
1.21K $57.6M
IEP
Icahn Enterprises L.P.

Industrials
30
+ 0.71%
$7.81 - $9.75 $234 - $293
4.28K $34.4M
DLY
Double Line Yield Opportunities Fund

N/A
81
+ 0.76%
$14.45 - $16.11 $1.17K - $1.3K
10.8K $168M
WU
Western Union CO

Financial Services
1.04K
+ 7.53%
$8.37 - $10.63 $8.69K - $11K
14.8K $125M
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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