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
DFSD
Dimensional ETF Tr Short Durat

ETFs
135
New
$46.75 - $47.8 $6.31K - $6.45K
135 $6.33M
WPC
W. P. Carey Inc.

Real Estate
116
New
$53.44 - $61.33 $6.2K - $7.11K
116 $6.32M
MUR
Murphy Oil Corp

Energy
206
New
$28.14 - $36.09 $5.8K - $7.43K
206 $6.25M
JCI
Johnson Controls International PLC

Industrials
78
New
$74.23 - $86.6 $5.79K - $6.75K
78 $6.16M
KBE
Spdr S&P Bank ETF

ETFs
110
New
$51.33 - $62.76 $5.65K - $6.9K
110 $6.1M
HLI
Houlihan Lokey, Inc.

Financial Services
35
New
$158.81 - $190.49 $5.56K - $6.67K
35 $6.08M
UNH
Unitedhealth Group Inc

Healthcare
12
New
$485.52 - $625.25 $5.83K - $7.5K
12 $6.07M
UBS
Ubs Group Ag

Financial Services
200
New
$29.78 - $33.08 $5.96K - $6.62K
200 $6.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$55.73 - $66.16 $5.57K - $6.62K
100 $6.03M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
32
New
$170.03 - $192.78 $5.44K - $6.17K
32 $5.93M
COP
Conocophillips

Energy
58
New
$95.12 - $114.72 $5.52K - $6.65K
58 $5.75M
Cava Group
50
New
N/A
50 $5.64M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
456
New
$11.87 - $13.06 $5.41K - $5.96K
456 $5.55M
CB
Chubb LTD

Financial Services
20
New
$271.57 - $301.89 $5.43K - $6.04K
20 $5.53M
BNDX
Vanguard Total International B

ETFs
111
New
$48.91 - $50.61 $5.43K - $5.62K
111 $5.44M
KD
Kyndryl Holdings, Inc.

Technology
157
New
$22.43 - $35.79 $3.52K - $5.62K
157 $5.43M
DOCS
Doximity, Inc.

Healthcare
100
New
$41.25 - $61.25 $4.13K - $6.13K
100 $5.34M
VBK
Vanguard Small Cap Growth ETF

ETFs
19
New
$264.18 - $304.19 $5.02K - $5.78K
19 $5.32M
MBB
Ishares Tr

ETFs
57
New
$91.26 - $95.82 $5.2K - $5.46K
57 $5.23M
DFAE
Dimensional ETF Tr

ETFs
200
New
$25.36 - $28.15 $5.07K - $5.63K
200 $5.08M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
75
New
$61.93 - $70.49 $4.64K - $5.29K
75 $4.93M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
111
New
$43.84 - $48.76 $4.87K - $5.41K
111 $4.88M
SNY
Sanofi

Healthcare
101
New
$45.89 - $57.31 $4.63K - $5.79K
101 $4.87M
HDB
Hdfc Bank LTD

Financial Services
76
New
$59.45 - $68.01 $4.52K - $5.17K
76 $4.85M
ALL
Allstate Corp

Financial Services
25
New
$181.25 - $208.2 $4.53K - $5.21K
25 $4.82M
UNP
Union Pacific Corp

Industrials
21
New
$223.15 - $249.32 $4.69K - $5.24K
21 $4.79M
PLD
Prologis, Inc.

Real Estate
45
New
$101.4 - $126.96 $4.56K - $5.71K
45 $4.76M
NTRA
Natera, Inc.

Healthcare
30
New
$117.67 - $174.0 $3.53K - $5.22K
30 $4.75M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
New
$1146.59 - $1270.6 $4.59K - $5.08K
4 $4.74M
JNK
Spdr Bloomberg High Yield Bond

ETFs
49
New
$94.77 - $97.36 $4.64K - $4.77K
49 $4.68M
DRI
Darden Restaurants Inc

Consumer Cyclical
25
New
$155.96 - $188.66 $3.9K - $4.72K
25 $4.67M
Bitwise Bitcoin
91
New
N/A
91 $4.63M
KR
Kroger CO

Consumer Defensive
74
New
$55.21 - $63.3 $4.09K - $4.68K
74 $4.53M
AWI
Armstrong World Industries Inc

Industrials
32
New
$133.26 - $162.01 $4.26K - $5.18K
32 $4.52M
NGG
National Grid PLC

Utilities
75
New
$57.68 - $70.03 $4.33K - $5.25K
75 $4.46M
BA
Boeing CO

Industrials
25
New
$138.14 - $180.72 $3.45K - $4.52K
25 $4.43M
LUV
Southwest Airlines CO

Industrials
131
New
$28.99 - $34.84 $3.8K - $4.56K
131 $4.41M
INTU
Intuit Inc

Technology
7
New
$602.01 - $706.25 $4.21K - $4.94K
7 $4.4M
NEAR
Blackrock Short Maturity Bond

ETFs
87
New
$50.28 - $51.08 $4.37K - $4.44K
87 $4.39M
ING
Ing Groep Nv

Financial Services
279
New
$15.1 - $17.73 $4.21K - $4.95K
279 $4.37M
SNPS
Synopsys Inc

Technology
9
New
$485.36 - $588.0 $4.37K - $5.29K
9 $4.37M
NXPI
Nxp Semiconductors N.V.

Technology
21
New
$207.27 - $255.58 $4.35K - $5.37K
21 $4.37M
K
Kellogg CO

Consumer Defensive
54
New
$80.34 - $81.29 $4.34K - $4.39K
54 $4.35M
ICLN
Ishares

ETFs
377
New
$11.35 - $14.51 $4.28K - $5.47K
377 $4.29M
KKR
Kkr & Co. Inc.

Financial Services
29
New
$129.87 - $162.87 $3.77K - $4.72K
29 $4.29M
FCX
Freeport Mcmoran Inc

Basic Materials
112
New
$38.08 - $50.82 $4.26K - $5.69K
112 $4.27M
NOC
Northrop Grumman Corp

Industrials
9
New
$466.52 - $543.88 $4.2K - $4.89K
9 $4.22M
CI
Cigna Corp

Healthcare
15
New
$265.59 - $358.58 $3.98K - $5.38K
15 $4.14M
MLM
Martin Marietta Materials Inc

Basic Materials
8
New
$516.5 - $619.58 $4.13K - $4.96K
8 $4.13M
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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