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
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
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
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
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
SPOT
Spotify Technology S.A.

Communication Services
20
+ 1000.0%
$503.3 - $775.9 $10.1K - $15.5K
22 $16.9M
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
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
IEFA
Ishares Tr

ETFs
6
+ 0.4%
$67.83 - $84.09 $407 - $505
1.52K $127M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
71
+ 16.14%
$90.56 - $109.49 $6.43K - $7.77K
511 $55.8M
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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
6
+ 1.26%
$72.96 - $90.39 $438 - $542
484 $43.3M
PNQI
Invesco Nasdaq Internet ETF

ETFs
30
+ 15.0%
$39.02 - $52.21 $1.17K - $1.57K
230 $12M
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
AIQ
Global X Funds Global X Artifi

ETFs
35
+ 20.11%
$31.5 - $43.69 $1.1K - $1.53K
209 $9.13M
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
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.65%
$53.27 - $72.04 $53.3 - $72
154 $11M
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
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
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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