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
NKE
Nike, Inc.

Consumer Cyclical
152
New
$73.36 - $89.13 $11.2K - $13.5K
152 $11.5M
AVEM
American Centy ETF Tr Avantis

ETFs
194
New
$58.59 - $66.14 $11.4K - $12.8K
194 $11.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
345
New
$32.65 - $33.68 $11.3K - $11.6K
345 $11.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
39
New
$278.19 - $315.36 $10.8K - $12.3K
39 $11.2M
DEO
Diageo PLC

Consumer Defensive
88
New
$118.0 - $139.88 $10.4K - $12.3K
88 $11.2M
TRV
Travelers Companies, Inc.

Financial Services
46
New
$225.97 - $266.66 $10.4K - $12.3K
46 $11.1M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
100
New
$109.14 - $121.63 $10.9K - $12.2K
100 $11M
AXP
American Express CO

Financial Services
36
New
$267.35 - $305.57 $9.62K - $11K
36 $10.7M
SONY
Sony Group Corp

Technology
500
New
$17.53 - $96.8 $8.77K - $48.4K
500 $10.6M
XYLD
Global X Fds S&P 500 Covered C

ETFs
250
New
$40.86 - $43.42 $10.2K - $10.9K
250 $10.5M
MMM
3 M CO

Industrials
80
New
$124.74 - $137.12 $9.98K - $11K
80 $10.3M
ETR
Entergy Corp

Utilities
132
New
$73.19 - $156.4 $9.66K - $20.6K
132 $10M
C
Citigroup Inc

Financial Services
141
New
$61.31 - $72.5 $8.64K - $10.2K
141 $9.93M
PSX
Phillips 66

Energy
87
New
$110.35 - $138.93 $9.6K - $12.1K
87 $9.86M
LNT
Alliant Energy Corp

Utilities
164
New
$56.24 - $63.63 $9.22K - $10.4K
164 $9.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
75
New
$124.26 - $134.12 $9.32K - $10.1K
75 $9.65M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
193
New
$49.87 - $52.46 $9.62K - $10.1K
193 $9.64M
PNQI
Invesco Nasdaq Internet ETF

ETFs
200
New
$42.94 - $49.52 $8.59K - $9.9K
200 $9.34M
WFC
Wells Fargo & Company

Financial Services
132
New
$54.98 - $77.35 $7.26K - $10.2K
132 $9.32M
LOW
Lowes Companies Inc

Consumer Cyclical
37
New
$244.52 - $284.07 $9.05K - $10.5K
37 $9.13M
HPQ
Hp Inc

Technology
278
New
$32.46 - $39.3 $9.02K - $10.9K
278 $9.09M
HYG
Ishares Tr

ETFs
115
New
$78.09 - $80.04 $8.98K - $9.2K
115 $9.05M
PGR
Progressive Corp

Financial Services
37
New
$239.6 - $268.88 $8.87K - $9.95K
37 $8.87M
Viking Holdings
200
New
N/A
200 $8.81M
CPA
Copa Holdings, S.A.

Industrials
100
New
$86.16 - $107.25 $8.62K - $10.7K
100 $8.79M
RWO
Spdr Dow Jones Global Real Est

ETFs
205
New
$42.41 - $47.31 $8.69K - $9.7K
205 $8.78M
HCI
Hci Group, Inc.

Financial Services
75
New
$95.47 - $123.75 $7.16K - $9.28K
75 $8.74M
NSC
Norfolk Southern Corp

Industrials
37
New
$230.6 - $277.0 $8.53K - $10.2K
37 $8.68M
TGT
Target Corp

Consumer Defensive
64
New
$121.59 - $160.69 $7.78K - $10.3K
64 $8.65M
ETN
Eaton Corp PLC

Industrials
26
New
$326.96 - $377.52 $8.5K - $9.82K
26 $8.63M
BIDU
Baidu, Inc.

Communication Services
100
New
$80.33 - $115.13 $8.03K - $11.5K
100 $8.43M
IYW
Ishares Dj Us Tech ETF

ETFs
52
New
$148.14 - $166.23 $7.7K - $8.64K
52 $8.3M
MFC
Manulife Financial Corp

Financial Services
257
New
$29.21 - $32.87 $7.51K - $8.45K
257 $7.9M
CHWY
Chewy, Inc.

Consumer Cyclical
230
New
$26.51 - $35.87 $6.1K - $8.25K
230 $7.7M
ON
On Semiconductor Corp

Technology
119
New
$63.05 - $74.7 $7.5K - $8.89K
119 $7.5M
NOW
Service Now, Inc.

Technology
7
New
$867.18 - $1148.42 $6.07K - $8.04K
7 $7.42M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
1.1K
New
$6.33 - $8.67 $6.96K - $9.54K
1.1K $7.36M
ALGN
Align Technology Inc

Healthcare
35
New
$205.03 - $245.32 $7.18K - $8.59K
35 $7.3M
ADBE
Adobe Inc.

Technology
16
New
$437.39 - $552.96 $7K - $8.85K
16 $7.12M
BSX
Boston Scientific Corp

Healthcare
79
New
$83.62 - $91.5 $6.61K - $7.23K
79 $7.06M
ROAD
Construction Partners, Inc.

Industrials
79
New
$67.44 - $101.86 $5.33K - $8.05K
79 $6.99M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
158
New
$42.95 - $45.72 $6.79K - $7.22K
158 $6.83M
T
At&T Inc.

Communication Services
300
New
$21.22 - $23.88 $6.37K - $7.16K
300 $6.82M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
578
New
$9.95 - $12.23 $5.75K - $7.07K
578 $6.77M
VBR
Vanguard Small Cap Value ETF

ETFs
34
New
$197.36 - $217.3 $6.71K - $7.39K
34 $6.74M
SPGI
S&P Global Inc.

Financial Services
13
New
$480.36 - $529.17 $6.24K - $6.88K
13 $6.47M
AMID
Ea Ser Tr Argent Mid Cap ETF
189
New
N/A
189 $6.45M
HUM
Humana Inc

Healthcare
25
New
$233.89 - $304.18 $5.85K - $7.6K
25 $6.34M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
60
New
$104.52 - $115.08 $6.27K - $6.9K
60 $6.33M
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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