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
ACN
Accenture PLC

Technology
86
New
$343.9 - $376.86 $29.6K - $32.4K
86 $30.3M
HON
Honeywell International Inc

Industrials
130
New
$202.84 - $236.0 $26.4K - $30.7K
130 $29.4M
STLA
Stellantis N.V.

Consumer Cyclical
2.25K
New
$12.37 - $13.99 $27.8K - $31.5K
2.25K $29.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
498
New
$56.06 - $61.35 $27.9K - $30.6K
498 $28.1M
HSY
Hershey CO

Consumer Defensive
165
New
$168.67 - $193.65 $27.8K - $32K
165 $27.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
670
New
$41.17 - $43.34 $27.6K - $29K
670 $27.7M
DIS
Walt Disney CO

Communication Services
242
New
$92.39 - $117.6 $22.4K - $28.5K
242 $27M
Lam Research
370
New
N/A
370 $26.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
110
New
$238.25 - $261.28 $26.2K - $28.7K
110 $26.6M
CSCO
Cisco Systems, Inc.

Technology
447
New
$52.45 - $60.02 $23.4K - $26.8K
447 $26.5M
SPOT
Spotify Technology S.A.

Communication Services
57
New
$362.95 - $502.38 $20.7K - $28.6K
57 $25.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
296
New
$77.25 - $91.3 $22.9K - $27K
296 $25.3M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
197
New
$123.69 - $133.68 $24.4K - $26.3K
197 $24.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
180
New
$134.53 - $150.65 $24.2K - $27.1K
180 $24.4M
F
Ford Motor CO

Consumer Cyclical
2.44K
New
$9.69 - $11.4 $23.6K - $27.8K
2.44K $24.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
655
New
$36.54 - $37.53 $23.9K - $24.6K
655 $24.1M
FNDF
Schwab Fundamental Intl Large

ETFs
722
New
$32.92 - $37.15 $23.8K - $26.8K
722 $24M
AIQ
Global X Funds Global X Artifi

ETFs
608
New
$36.57 - $40.57 $22.2K - $24.7K
608 $23.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
304
New
$73.49 - $86.09 $22.3K - $26.2K
304 $23.4M
LMT
Lockheed Martin Corp

Industrials
48
New
$479.66 - $614.62 $23K - $29.5K
48 $23.3M
ED
Consolidated Edison Inc

Utilities
261
New
$88.87 - $107.38 $23.2K - $28K
261 $23.3M
NFLX
Netflix Inc

Communication Services
26
New
$687.65 - $936.56 $17.9K - $24.4K
26 $23.2M
PRU
Prudential Financial Inc

Financial Services
195
New
$114.59 - $129.52 $22.3K - $25.3K
195 $23.1M
NYF
Ishares New York Muni Bond ETF

ETFs
430
New
$52.85 - $54.34 $22.7K - $23.4K
430 $22.9M
DLTR
Dollar Tree, Inc.

Consumer Defensive
305
New
$61.21 - $76.19 $18.7K - $23.2K
305 $22.9M
GIS
General Mills Inc

Consumer Defensive
358
New
$62.78 - $74.62 $22.5K - $26.7K
358 $22.8M
Blackrock Fdg
22
New
N/A
22 $22.6M
TXN
Texas Instruments Inc

Technology
120
New
N/A
120 $22.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
177
New
$116.4 - $138.52 $20.6K - $24.5K
177 $22.4M
NVO
Novo Nordisk A S

Healthcare
260
New
$85.0 - $120.04 $22.1K - $31.2K
260 $22.4M
BX
Blackstone Inc.

Financial Services
126
New
$148.45 - $199.05 $18.7K - $25.1K
126 $21.7M
PBP
Invesco Exchange Traded Fd Tr

ETFs
918
New
$22.51 - $23.75 $20.7K - $21.8K
918 $21.6M
PPG
Ppg Industries Inc

Basic Materials
181
New
$119.09 - $131.37 $21.6K - $23.8K
181 $21.6M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
408
New
$51.27 - $54.76 $20.9K - $22.3K
408 $21.4M
BAC
Bank Of America Corp

Financial Services
487
New
$39.22 - $47.77 $19.1K - $23.3K
487 $21.4M
DFAI
Dimensional ETF Tr

ETFs
730
New
$29.0 - $31.6 $21.2K - $23.1K
730 $21.3M
SHEL
Shell PLC

Energy
338
New
$60.63 - $70.23 $20.5K - $23.7K
338 $21.1M
NU
Nu Holdings Ltd.

Financial Services
2K
New
$10.24 - $15.89 $20.5K - $31.8K
2K $20.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
318
New
$64.18 - $70.42 $20.4K - $22.4K
318 $20.5M
PRN
Invesco Dwa Industrials Moment

ETFs
133
New
$151.92 - $177.75 $20.2K - $23.6K
133 $20.5M
CTRA
Coterra Energy Inc.

Energy
800
New
$22.71 - $27.63 $18.2K - $22.1K
800 $20.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
225
New
$89.9 - $100.66 $20.2K - $22.6K
225 $20.3M
GILD
Gilead Sciences, Inc.

Healthcare
220
New
$83.95 - $97.9 $18.5K - $21.5K
220 $20.3M
DOCU
Docusign, Inc.

Technology
225
New
$61.42 - $106.99 $13.8K - $24.1K
225 $20.2M
DUK
Duke Energy Corp

Utilities
187
New
$105.76 - $120.76 $19.8K - $22.6K
187 $20.1M
OMC
Omnicom Group Inc.

Communication Services
232
New
$85.82 - $105.47 $19.9K - $24.5K
232 $20M
Tidal Trust
834
New
N/A
834 $19.9M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
412
New
$47.65 - $48.6 $19.6K - $20K
412 $19.7M
Lithium Amers
7.51K
New
N/A
7.51K $19.7M
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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