Mpwm Advisory Solutions, LLC New Holdings in Q2 2025

Mpwm Advisory Solutions, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
14.1K
New
$100.04 - $100.54 $1.41M - $1.42M
14.1K $1.42B
FDT
First Trust Developed Markets

ETFs
7.1K
New
$52.2 - $68.76 $370K - $488K
7.1K $488M
FVD
First Tr Value Line Divid Inde

ETFs
8.63K
New
$40.62 - $45.12 $350K - $389K
8.63K $386M
FEP
First Trust Europe Alphadex Fu

ETFs
6.24K
New
$36.11 - $47.8 $225K - $298K
6.24K $298M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.76K
New
$48.5 - $49.35 $279K - $284K
5.76K $284M
TDIV
First Trust Nasdaq Technology

ETFs
2.12K
New
$64.41 - $90.17 $137K - $191K
2.12K $191M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.56K
New
$94.92 - $114.85 $148K - $179K
1.56K $179M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.82K
New
$65.84 - $80.81 $120K - $147K
1.82K $146M
FEM
First Trust Emerging Markets A

ETFs
5.72K
New
$19.94 - $24.69 $114K - $141K
5.72K $140M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.2K
New
$50.48 - $50.71 $111K - $111K
2.2K $111M
SCHO
Schwab Short Term Us Treasury

ETFs
3.16K
New
$24.19 - $24.45 $76.3K - $77.2K
3.16K $76.9M
FEX
First Tr Large Cap Core Alphde

ETFs
475
New
$90.17 - $109.96 $42.8K - $52.2K
475 $52.2M
FXL
First Tr Exchange Traded Fd Fi

ETFs
314
New
$115.28 - $157.36 $36.2K - $49.4K
314 $49.4M
BBDC
Barings Bdc, Inc.

Financial Services
4.24K
New
$7.89 - $9.51 $33.5K - $40.3K
4.24K $38.8M
FXR
First Trust Industrials/Produc

ETFs
446
New
$60.85 - $74.22 $27.1K - $33.1K
446 $33.1M
HII
Huntington Ingalls Industries, Inc.

Industrials
100
New
$183.31 - $241.46 $18.3K - $24.1K
100 $24.1M
HNI
Hni Corp

Industrials
424
New
$40.26 - $49.71 $17.1K - $21.1K
424 $20.9M
LVHI
Franklin International Low Vol

ETFs
600
New
$28.91 - $33.28 $17.3K - $20K
600 $19.5M
IYT
Ishares Tr U.S. Transportation

ETFs
280
New
$55.22 - $68.54 $15.5K - $19.2K
280 $19.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
106
New
$121.58 - $136.74 $12.9K - $14.5K
106 $14.4M
SKYY
First Trust Cloud Computing Et

ETFs
111
New
$89.46 - $121.64 $9.93K - $13.5K
111 $13.5M
GKOS
Glaukos Corp

Healthcare
120
New
$82.27 - $103.29 $9.87K - $12.4K
120 $12.4M
FSIG
First Tr ETF Iv LTD Duration I
572
New
$18.77 - $19.14 $10.7K - $10.9K
572 $10.9M
LGOV
First Tr ETF Iv Long Duration

ETFs
500
New
$20.73 - $21.92 $10.4K - $11K
500 $10.7M
QTEC
First Trust Nasdaq 100 Technol

ETFs
50
New
$149.56 - $212.83 $7.48K - $10.6K
50 $10.6M
Frontline PLC
600
New
N/A
600 $9.85M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
253
New
$32.83 - $38.57 $8.31K - $9.76K
253 $9.67M
Capital Group
262
New
N/A
262 $8.81M
XLC
Select Sector Spdr Tr Communic

ETFs
76
New
$86.13 - $108.53 $6.55K - $8.25K
76 $8.25M
DNP
Dnp Select Income Fund Inc

Financial Services
640
New
$8.89 - $9.88 $5.69K - $6.32K
640 $6.27M
IONQ
Ion Q, Inc.

Technology
95
New
$20.68 - $48.04 $1.96K - $4.56K
95 $4.08M
Nano Nuclear
100
New
N/A
100 $3.45M
VOT
Vanguard Mid Cap Growth Index

ETFs
11
New
$216.28 - $284.39 $2.38K - $3.13K
11 $3.13M
EWJ
Ishares Msci Japan ETF

ETFs
40
New
$61.32 - $75.28 $2.45K - $3.01K
40 $3M
FIW
First Trust Water ETF

ETFs
25
New
$90.26 - $108.05 $2.26K - $2.7K
25 $2.7M
ITA
Ishares Tr

ETFs
12
New
$135.31 - $188.64 $1.62K - $2.26K
12 $2.26M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
22
New
$78.85 - $101.3 $1.73K - $2.23K
22 $2.17M
FXD
First Tr Exchange Traded Fd

ETFs
20
New
$50.42 - $63.44 $1.01K - $1.27K
20 $1.27M
RGTI
Rigetti Computing, Inc.

Technology
53
New
$7.5 - $14.29 $398 - $757
53 $629K
FMF
First Trust Managed Futures St

ETFs
0
New
$44.79 - $46.43 $0 - $0
0 $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
0
New
$42.72 - $44.24 $0 - $0
0 $0
FAAR
First Trust Vii Alternative Ab

ETFs
0
New
$25.68 - $29.03 $0 - $0
0 $0
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
0
New
$25.92 - $33.03 $0 - $0
0 $0
FXH
First Tr Exchange Trd Fd Healt

ETFs
0
New
$93.63 - $103.68 $0 - $0
0 $0
FXN
First Tr Exchange Traded Fd Fi

ETFs
0
New
$12.88 - $16.75 $0 - $0
0 $0
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
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