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
FISV
Fiserv Inc

Technology
264
New
N/A
264 $54.2M
NSSC
Napco Security Technologies, Inc

Industrials
1.51K
New
$34.51 - $42.2 $51.9K - $63.5K
1.51K $53.5M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
121
New
$338.38 - $446.21 $40.9K - $54K
121 $52.6M
XLE
Energy Sector Spdr

ETFs
604
New
$83.32 - $97.27 $50.3K - $58.8K
604 $51.7M
SQ
Block, Inc.

Technology
597
New
$65.06 - $98.92 $38.8K - $59.1K
597 $50.7M
QCOM
Qualcomm Inc

Technology
326
New
$150.4 - $178.04 $49K - $58K
326 $50.1M
OBIL
Rbb Fd Inc Us Treas 12 Month B
1K
New
N/A
1K $50.1M
VNQ
Vanguard Specialized Funds Van

ETFs
538
New
$87.85 - $98.6 $47.3K - $53K
538 $47.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
663
New
$71.75 - $75.11 $47.6K - $49.8K
663 $47.7M
CSA
Victory Portfolios Ii Shs Us S

ETFs
625
New
$71.94 - $81.11 $45K - $50.7K
625 $46.2M
PLTR
Palantir Technologies Inc.

Technology
600
New
$36.46 - $82.38 $21.9K - $49.4K
600 $45.4M
MRK
Merck & Co., Inc.

Healthcare
455
New
$96.31 - $114.76 $43.8K - $52.2K
455 $45.2M
RTX
Raytheon Technologies Corp

Industrials
374
New
$114.45 - $127.21 $42.8K - $47.6K
374 $43.3M
DOW
Dow Inc.

Basic Materials
1.08K
New
$39.1 - $55.34 $42.1K - $59.5K
1.08K $43.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.22K
New
$33.77 - $44.09 $41.1K - $53.7K
1.22K $41.3M
MCD
Mcdonalds Corp

Consumer Cyclical
140
New
$288.47 - $316.54 $40.4K - $44.3K
140 $40.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
205
New
$172.07 - $207.36 $35.3K - $42.5K
205 $40.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
New
$396.64 - $516.74 $39.7K - $51.7K
100 $40.3M
DVY
Ishares Tr

ETFs
304
New
$129.55 - $143.41 $39.4K - $43.6K
304 $39.9M
SLB
Schlumberger Limited

Energy
1.04K
New
$36.83 - $45.59 $38.3K - $47.4K
1.04K $39.9M
RWL
Invesco Exchange Traded Fd Tr

ETFs
405
New
$97.11 - $104.1 $39.3K - $42.2K
405 $39.7M
VUG
Vanguard Growth ETF

ETFs
96
New
$378.79 - $428.11 $36.4K - $41.1K
96 $39.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
875
New
$44.04 - $49.49 $38.5K - $43.3K
875 $38.5M
MDT
Medtronic PLC

Healthcare
474
New
$79.61 - $92.24 $37.7K - $43.7K
474 $37.9M
EMR
Emerson Electric CO

Industrials
304
New
$108.13 - $134.33 $32.9K - $40.8K
304 $37.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
652
New
$57.29 - $63.1 $37.4K - $41.1K
652 $37.4M
AVGO
Broadcom Inc.

Technology
160
New
$159.67 - $250.0 $25.5K - $40K
160 $37.1M
IEP
Icahn Enterprises L.P.

Industrials
4.25K
New
$8.67 - $15.49 $36.8K - $65.8K
4.25K $36.8M
WRB
Berkley W R Corp

Financial Services
628
New
$56.48 - $64.94 $35.5K - $40.8K
628 $36.8M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.45K
New
$25.15 - $27.57 $36.5K - $40K
1.45K $36.6M
HYD
Vaneck High Yield Muni ETF

ETFs
699
New
$51.09 - $53.06 $35.7K - $37.1K
699 $36.3M
APP
App Lovin Corp

Technology
112
New
$130.67 - $401.5 $14.6K - $45K
112 $36.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
478
New
$75.1 - $82.99 $35.9K - $39.7K
478 $36.1M
CAT
Caterpillar Inc

Industrials
99
New
$360.37 - $416.88 $35.7K - $41.3K
99 $35.9M
MA
Mastercard Inc

Financial Services
68
New
$491.3 - $536.15 $33.4K - $36.5K
68 $35.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.28K
New
$25.93 - $105.3 $33.1K - $134K
1.28K $35.6M
ORCL
Oracle Corp

Technology
213
New
$165.41 - $192.43 $35.2K - $41K
213 $35.5M
COIN
Coinbase Global, Inc.

Technology
140
New
$163.17 - $343.62 $22.8K - $48.1K
140 $34.8M
VTV
Vanguard Value ETF

ETFs
205
New
$168.32 - $181.87 $34.5K - $37.3K
205 $34.7M
IEMG
Ishares Inc

ETFs
663
New
N/A
663 $34.6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
836
New
$40.26 - $42.88 $33.7K - $35.8K
836 $33.8M
CMCSA
Comcast Corp

Communication Services
877
New
$37.39 - $45.14 $32.8K - $39.6K
877 $32.9M
DGRO
Ishares Core Dividend Growth E

ETFs
533
New
$60.73 - $64.94 $32.4K - $34.6K
533 $32.7M
SOFI
So Fi Technologies, Inc.

Financial Services
2.11K
New
$7.63 - $16.88 $16.1K - $35.6K
2.11K $32.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
395
New
$80.93 - $85.66 $32K - $33.8K
395 $32M
PH
Parker Hannifin Corp

Industrials
50
New
$621.74 - $709.46 $31.1K - $35.5K
50 $31.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.2K
New
$25.79 - $80.4 $30.9K - $96.5K
1.2K $31.3M
DBL
Double Line Opportunistic Credit Fund

Financial Services
2K
New
$15.17 - $15.89 $30.3K - $31.8K
2K $31M
AMD
Advanced Micro Devices Inc

Technology
251
New
$118.88 - $172.8 $29.8K - $43.4K
251 $30.3M
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
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