Mpwm Advisory Solutions, LLC New Holdings in Q4 2024

Mpwm Advisory Solutions, LLC

  • $137 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
53.4K
New
$567.81 - $607.81 $30.3M - $32.5M
53.4K $31.3B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
164K
New
$69.3 - $74.3 $11.4M - $12.2M
164K $11.7B
SPTL
Spdr Portfolio Long Term Treas

ETFs
235K
New
$26.05 - $29.17 $6.12M - $6.85M
235K $6.15B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
26K
New
$198.04 - $221.51 $5.14M - $5.75M
26K $5.47B
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.78K
New
$481.22 - $538.17 $4.71M - $5.27M
9.78K $5B
XLI
Industrial Sector Spdr

ETFs
30K
New
$131.76 - $143.99 $3.95M - $4.32M
30K $3.95B
IWM
Ishares Russell 2000 ETF

ETFs
16.9K
New
$216.13 - $242.4 $3.64M - $4.09M
16.9K $3.73B
DFUS
Dimensional ETF Tr U S Equity

ETFs
56.2K
New
$61.52 - $66.5 $3.46M - $3.74M
56.2K $3.58B
INDA
Ishares Msci India Index Fund

ETFs
59.9K
New
$52.64 - $58.16 $3.15M - $3.48M
59.9K $3.15B
CLOI
Vaneck ETF Tr

ETFs
58.2K
New
$52.7 - $53.15 $3.07M - $3.09M
58.2K $3.07B
SFLR
Innovator Etfs Tr Equity Manag
86.3K
New
N/A
86.3K $2.82B
AAPL
Apple Inc.

Technology
10.9K
New
$221.69 - $259.02 $2.42M - $2.83M
10.9K $2.73B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
76.1K
New
$30.04 - $32.01 $2.29M - $2.44M
76.1K $2.39B
TFLO
Ishares Treasury Floating Rate

ETFs
47.2K
New
$50.37 - $50.63 $2.38M - $2.39M
47.2K $2.38B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
39.7K
New
$51.09 - $55.27 $2.03M - $2.19M
39.7K $2.03B
NVDA
Nvidia Corp

Technology
14.8K
New
$117.0 - $148.88 $1.73M - $2.21M
14.8K $1.99B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
50.4K
New
$35.45 - $40.33 $1.79M - $2.03M
50.4K $1.81B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
65K
New
$24.55 - $25.16 $1.59M - $1.63M
65K $1.6B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17.2K
New
N/A
17.2K $1.59B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
25.8K
New
N/A
25.8K $1.29B
AMZN
Amazon Com Inc

Consumer Cyclical
4.79K
New
$180.88 - $232.93 $866K - $1.12M
4.79K $1.05B
MGC
Vanguard Mega Cap ETF

ETFs
4.76K
New
$204.21 - $220.18 $972K - $1.05M
4.76K $1.01B
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
90.9K
New
$10.92 - $12.66 $992K - $1.15M
90.9K $1B
MSFT
Microsoft Corp

Technology
2.05K
New
$406.35 - $454.46 $834K - $933K
2.05K $865M
VO
Vanguard Mid Cap ETF

ETFs
3.21K
New
$261.5 - $284.63 $838K - $913K
3.21K $847M
V
Visa Inc.

Financial Services
2.46K
New
$273.87 - $320.91 $672K - $788K
2.46K $776M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.2K
New
$316.94 - $357.88 $697K - $787K
2.2K $755M
META
Meta Platforms, Inc.

Communication Services
1.23K
New
$554.08 - $632.68 $679K - $775K
1.23K $717M
DFIV
Dimensional ETF Tr

ETFs
19.7K
New
$34.86 - $37.97 $685K - $746K
19.7K $697M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
15.4K
New
$43.97 - $45.33 $675K - $696K
15.4K $690M
GOOG
Alphabet Inc.

Communication Services
3.6K
New
$163.08 - $198.16 $587K - $714K
3.6K $686M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.19K
New
$521.84 - $558.82 $622K - $666K
1.19K $642M
VB
Vanguard Small Cap ETF

ETFs
2.44K
New
$233.76 - $261.58 $571K - $639K
2.44K $587M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.65K
New
$100.16 - $100.7 $566K - $569K
5.65K $567M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.2K
New
$33.92 - $36.6 $548K - $592K
16.2K $559M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.2K
New
$50.37 - $50.6 $515K - $517K
10.2K $515M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
29.2K
New
$17.21 - $18.41 $503K - $538K
29.2K $504M
JNJ
Johnson & Johnson

Healthcare
3.35K
New
$143.34 - $165.86 $480K - $555K
3.35K $484M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11.7K
New
$40.38 - $44.35 $473K - $519K
11.7K $479M
GOOGL
Alphabet Inc.

Communication Services
2.44K
New
$161.86 - $196.66 $394K - $479K
2.44K $461M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
5.24K
New
$84.54 - $91.18 $443K - $478K
5.24K $445M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.63K
New
$63.58 - $71.15 $422K - $472K
6.63K $432M
VTI
Vanguard Total Stock Market Et

ETFs
1.42K
New
$280.04 - $302.45 $397K - $429K
1.42K $411M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.95K
New
$90.31 - $106.37 $356K - $420K
3.95K $393M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.94K
New
$46.48 - $51.32 $369K - $407K
7.94K $382M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.2K
New
$29.73 - $30.81 $364K - $377K
12.2K $373M
PULS
Pgim ETF Tr

ETFs
7.51K
New
$49.51 - $49.79 $372K - $374K
7.51K $372M
ONON
On Holding Ag

Consumer Cyclical
6.54K
New
$46.3 - $59.54 $303K - $389K
6.54K $358M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.11K
New
$311.11 - $335.64 $344K - $372K
1.11K $357M
Activity Summary
Buys All Purchases 736 New Holdings 736 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mpwm Advisory Solutions, LLC Portfolio

Follow Mpwm Advisory Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mpwm Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mpwm Advisory Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email