Mpwm Advisory Solutions, LLC Incresed Positions in Q2 2025

Mpwm Advisory Solutions, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.59K
+ 2.97%
$496.48 - $617.85 $790K - $983K
55.2K $34.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
825
+ 6.7%
$416.06 - $551.64 $343K - $455K
13.1K $7.25B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10K
+ 196.39%
$100.35 - $100.71 $1.01M - $1.01M
15.1K $1.52B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
409
+ 1.63%
$171.4 - $227.1 $70.1K - $92.9K
25.6K $5.8B
TFLO
Ishares Treasury Floating Rate

ETFs
18.5K
+ 46.64%
$50.47 - $50.66 $936K - $940K
58.3K $2.95B
VTI
Vanguard Total Stock Market Et

ETFs
2.25K
+ 157.89%
$243.75 - $303.93 $548K - $684K
3.68K $1.12B
FTC
First Tr Lge Cap Growth

ETFs
4.71K
+ 1201.79%
$116.97 - $150.97 $551K - $711K
5.1K $770M
FTA
First Tr Large Cap Value

ETFs
8.92K
+ 1249.16%
$67.12 - $78.63 $599K - $701K
9.63K $757M
SFLR
Innovator Etfs Tr Equity Manag
6.02K
+ 4.14%
N/A
152K $5.09B
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.51K
+ 2.69%
$53.65 - $67.02 $81.1K - $101K
57.6K $3.86B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.57K
+ 5.98%
$57.46 - $75.58 $90.1K - $119K
27.8K $2.1B
IWM
Ishares Russell 2000 ETF

ETFs
550
+ 3.96%
$174.82 - $215.79 $96.2K - $119K
14.5K $3.12B
FTCS
First Trust Capital Strength E

ETFs
3.22K
+ 394.61%
$81.6 - $92.39 $263K - $298K
4.04K $367M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.7K
+ 190.0%
$48.22 - $60.41 $226K - $284K
7.17K $428M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
16.5K
+ 56.51%
$15.52 - $17.13 $256K - $283K
45.8K $784M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.31K
+ 395.05%
$30.53 - $40.65 $193K - $256K
7.91K $321M
AMZN
Amazon Com Inc

Consumer Cyclical
481
+ 10.15%
$167.32 - $223.3 $80.5K - $107K
5.22K $1.15B
RDVY
First Trust Rising Dividend Ac

ETFs
3.56K
+ 193.64%
$51.6 - $62.74 $184K - $223K
5.4K $339M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.39K
+ 45.39%
$45.07 - $52.57 $243K - $283K
17.3K $843M
SQ
Block, Inc.

Technology
3.01K
+ 504.36%
N/A
3.61K $245M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.21K
+ 23.35%
$83.67 - $109.12 $101K - $132K
6.39K $697M
Pgim Aaa
4.09K
+ 72.64%
N/A
9.72K $500M
MGC
Vanguard Mega Cap ETF

ETFs
308
+ 6.47%
$179.23 - $224.92 $55.2K - $69.3K
5.07K $1.14B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.77K
+ 116.12%
$96.84 - $99.46 $171K - $176K
3.29K $326M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.57K
+ 2.46%
$29.52 - $35.31 $46.4K - $55.5K
65.5K $2.31B
CLOI
Vaneck ETF Tr

ETFs
2.6K
+ 5.23%
$51.16 - $53.02 $133K - $138K
52.4K $2.78B
FDN
First Tr Fd Dow Jones

ETFs
452
+ 130.64%
$200.29 - $269.33 $90.5K - $122K
798 $215M
VO
Vanguard Mid Cap ETF

ETFs
213
+ 6.64%
$228.54 - $279.83 $48.7K - $59.6K
3.42K $957M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.6K
+ 81.17%
$24.94 - $31.15 $89.8K - $112K
8.04K $250M
VZ
Verizon Communications Inc

Communication Services
2.85K
+ 156.19%
$41.67 - $45.62 $119K - $130K
4.68K $202M
EMB
Ishares Tr

ETFs
1.11K
+ 29.69%
$86.54 - $92.62 $95.8K - $103K
4.84K $448M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.84K
+ 1361.48%
$47.09 - $48.01 $86.6K - $88.2K
1.97K $94.7M
DFIV
Dimensional ETF Tr

ETFs
81
+ 0.41%
$34.67 - $43.21 $2.81K - $3.5K
19.8K $846M
UAL
United Airlines Holdings, Inc.

Industrials
500
+ 19.14%
$56.15 - $84.23 $28.1K - $42.1K
3.11K $248M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.61%
$456.74 - $568.03 $3.2K - $3.98K
1.16K $657M
TSLA
Tesla, Inc.

Consumer Cyclical
117
+ 24.02%
$221.86 - $362.89 $26K - $42.5K
604 $192M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.89K
+ 33.08%
$19.98 - $29.49 $37.7K - $55.6K
7.58K $201M
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
VB
Vanguard Small Cap ETF

ETFs
58
+ 2.37%
$193.73 - $237.37 $11.2K - $13.8K
2.5K $593M
DGRO
Ishares Core Dividend Growth E

ETFs
682
+ 127.48%
$55.22 - $63.94 $37.7K - $43.6K
1.22K $77.8M
DFAX
Dimensional ETF Tr
4
+ 0.03%
$23.37 - $29.39 $93.5 - $118
12K $353M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
100
+ 32.26%
$180.84 - $240.32 $18.1K - $24K
410 $98.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
79
+ 254.84%
$320.42 - $424.58 $25.3K - $33.5K
110 $46.7M
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
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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