Mpwm Advisory Solutions, LLC New Holdings in Q1 2025

Mpwm Advisory Solutions, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WU
Western Union CO

Financial Services
13.8K
New
$10.24 - $11.62 $141K - $160K
13.8K $146M
EWW
Ishares Inc Msci Mexico ETF

ETFs
2.03K
New
N/A
2.03K $104M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.6K
New
$33.98 - $39.84 $54.3K - $63.6K
1.6K $54.7M
ZBRA
Zebra Technologies Corp

Technology
176
New
$271.72 - $421.11 $47.8K - $74.1K
176 $49.7M
AZN
Astrazeneca PLC

Healthcare
500
New
$65.37 - $77.96 $32.7K - $39K
500 $36.8M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
400
New
$66.3 - $74.17 $26.5K - $29.7K
400 $27.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
350
New
$68.32 - $75.06 $23.9K - $26.3K
350 $26.2M
Peakstone Realty
1.52K
New
N/A
1.52K $19.2M
Avadel Pharmaceuticals
2.3K
New
N/A
2.3K $18M
Capital Group
436
New
N/A
436 $13.5M
TCBI
Texas Capital Bancshares Inc

Financial Services
100
New
$70.86 - $83.85 $7.09K - $8.39K
100 $7.47M
NXE
Nex Gen Energy Ltd.

Energy
1.4K
New
$4.49 - $7.49 $6.29K - $10.5K
1.4K $6.29M
CVLG
Covenant Logistics Group, Inc.

Industrials
200
New
$22.2 - $29.12 $4.44K - $5.82K
200 $4.44M
IONS
Ionis Pharmaceuticals Inc

Healthcare
110
New
$30.17 - $34.97 $3.32K - $3.85K
110 $3.32M
CGDV
Capital Group Divid Value ETF

ETFs
90
New
$34.95 - $37.36 $3.15K - $3.36K
90 $3.21M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
100
New
$25.2 - $68.74 $2.52K - $6.87K
100 $2.96M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
30
New
$77.91 - $92.26 $2.34K - $2.77K
30 $2.38M
UCBI
United Community Banks Inc

Financial Services
84
New
N/A
84 $2.36M
CGUS
Capital Group Core Equity ETF
35
New
$33.08 - $36.62 $1.16K - $1.28K
35 $1.17M
Amplify Alternative
41
New
N/A
41 $800K
ALCC
Alt C Acquisition Corp.

Financial Services
31
New
N/A
31 $671K
FDL
First Tr Morningstar Dividend

ETFs
10
New
$39.69 - $43.83 $397 - $438
10 $438K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5
New
$33.84 - $37.77 $169 - $189
5 $182K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3
New
$49.85 - $56.22 $150 - $169
3 $152K
Sandisk Corp
2
New
N/A
2 $95K
Millrose Pptys
2
New
N/A
2 $53K
Activity Summary
Buys All Purchases 130 New Holdings 27 Increased Positions 103 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 2
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