Mpwm Advisory Solutions, LLC Incresed Positions in Q3 2025

Mpwm Advisory Solutions, LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
217
+ 0.39%
$617.65 - $666.84 $134K - $145K
55.4K $36.9B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.82K
+ 1.96%
$74.93 - $80.73 $286K - $309K
199K $16.1B
SCHO
Schwab Short Term Us Treasury

ETFs
40.3K
+ 1276.55%
$24.23 - $24.42 $976K - $984K
43.4K $1.06B
QQQ
Invesco Qqq Trust, Series 1

ETFs
385
+ 2.93%
$546.99 - $602.2 $211K - $232K
13.5K $8.12B
AAPL
Apple Inc.

Technology
19
+ 0.2%
$202.38 - $256.87 $3.85K - $4.88K
9.48K $2.41B
MRVL
Marvell Technology, Inc.

Technology
4.76K
+ 2378.0%
$62.31 - $84.07 $296K - $400K
4.96K $417M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.41K
+ 311.81%
$91.44 - $91.77 $311K - $312K
4.5K $413M
XLV
Select Sector Spdr Fund Health

ETFs
1.94K
+ 96950.0%
$129.01 - $139.72 $250K - $271K
1.94K $270M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$175.16 - $255.24 $175 - $255
3.91K $952M
MGC
Vanguard Mega Cap ETF

ETFs
621
+ 12.25%
$224.2 - $245.55 $139K - $152K
5.69K $1.39B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.23K
+ 1.87%
$35.42 - $38.65 $43.4K - $47.3K
66.7K $2.54B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.1K
+ 2.42%
$33.07 - $34.84 $69.5K - $73.2K
89.1K $3.1B
TSLA
Tesla, Inc.

Consumer Cyclical
195
+ 32.28%
$293.94 - $444.72 $57.3K - $86.7K
799 $355M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.69K
+ 6.08%
$70.85 - $76.96 $120K - $130K
29.5K $2.24B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
900
+ 3.66%
$62.09 - $66.51 $55.9K - $59.9K
25.5K $1.66B
JNJ
Johnson & Johnson

Healthcare
165
+ 5.37%
$155.17 - $185.42 $25.6K - $30.6K
3.24K $600M
MRK
Merck & Co., Inc.

Healthcare
1.48K
+ 483.33%
$77.6 - $87.37 $115K - $129K
1.79K $150M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.54K
+ 21.49%
$57.15 - $62.12 $88K - $95.7K
8.71K $541M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.06K
+ 7.49%
$100.16 - $100.7 $106K - $107K
15.2K $1.53B
WU
Western Union CO

Financial Services
12.7K
+ 85.65%
$7.88 - $8.84 $100K - $112K
27.5K $220M
AMZN
Amazon Com Inc

Consumer Cyclical
425
+ 8.14%
$211.65 - $238.24 $90K - $101K
5.65K $1.24B
VO
Vanguard Mid Cap ETF

ETFs
149
+ 4.36%
$279.83 - $293.74 $41.7K - $43.8K
3.57K $1.05B
NSC
Norfolk Southern Corp

Industrials
270
+ 729.73%
$259.49 - $300.41 $70.1K - $81.1K
307 $92.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.02K
+ 26.21%
$76.16 - $78.59 $77.7K - $80.2K
4.91K $384M
GLD
Spdr Gold Trust

ETFs
99
+ 12.6%
$300.96 - $355.47 $29.8K - $35.2K
885 $315M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
456
+ 13.88%
$97.75 - $100.75 $44.6K - $45.9K
3.74K $375M
CGGR
Capital Group Growth ETF Shs C

ETFs
490
+ 6.2%
$40.2 - $44.58 $19.7K - $21.8K
8.4K $369M
MSFT
Microsoft Corp

Technology
27
+ 1.67%
$491.09 - $535.64 $13.3K - $14.5K
1.64K $850M
XLK
Technology Sector Spdr

ETFs
11
+ 0.74%
$250.97 - $282.66 $2.76K - $3.11K
1.49K $420M
DFIC
Dimensional ETF Tr Dimensional

ETFs
905
+ 11.26%
$30.76 - $33.01 $27.8K - $29.9K
8.94K $293M
UNH
Unitedhealth Group Inc

Healthcare
120
+ 1090.91%
$237.77 - $353.61 $28.5K - $42.4K
131 $45.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
81
+ 1.22%
$63.41 - $69.69 $5.14K - $5.64K
6.72K $460M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
383
+ 0.84%
$17.13 - $17.98 $6.56K - $6.89K
46.2K $820M
RSP
Invesco S&P 500 Equal Weight E

ETFs
136
+ 25.71%
$181.56 - $190.33 $24.7K - $25.9K
665 $126M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
500
+ 12.66%
$20.98 - $26.94 $10.5K - $13.5K
4.45K $110M
CLOI
Vaneck ETF Tr

ETFs
365
+ 0.7%
$52.8 - $53.1 $19.3K - $19.4K
52.8K $2.8B
EMB
Ishares Tr

ETFs
117
+ 2.42%
$91.52 - $95.59 $10.7K - $11.2K
4.95K $471M
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 9.14%
$620.67 - $670.08 $9.93K - $10.7K
191 $128M
CVX
Chevron Corp

Energy
18
+ 1.36%
$145.57 - $161.83 $2.62K - $2.91K
1.34K $208M
CVS
Cvs Health Corp

Healthcare
200
+ 40.0%
$58.75 - $76.5 $11.8K - $15.3K
700 $52.8M
ORCL
Oracle Corp

Technology
50
+ 76.92%
$218.96 - $328.33 $10.9K - $16.4K
115 $32.4M
LLY
Eli Lilly & CO

Healthcare
27
+ 11.95%
$625.65 - $812.69 $16.9K - $21.9K
253 $193M
FNY
First Trust Mid Cap Growth Alp
89
+ 9.32%
N/A
1.04K $95.6M
PLTR
Palantir Technologies Inc.

Technology
47
+ 34.56%
$130.68 - $186.97 $6.14K - $8.79K
183 $33.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
+ 18.18%
$420.11 - $472.68 $8.4K - $9.45K
130 $60.9M
CSCO
Cisco Systems, Inc.

Technology
200
+ 176.99%
$66.2 - $71.79 $13.2K - $14.4K
313 $21.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7
+ 4.02%
$103.83 - $179.9 $727 - $1.26K
181 $32.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.19%
$132.9 - $142.03 $399 - $426
1.59K $224M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.11%
$97.65 - $111.15 $97.7 - $111
889 $97.6M
Activity Summary
Buys All Purchases 129 New Holdings 39 Increased Positions 90 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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