Mpwm Advisory Solutions, LLC Sells in Q3 2025

Mpwm Advisory Solutions, LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-8.34K
- 55.2%
$100.37 - $100.74 $837K - $841K
6.77K $682M
INDA
Ishares Msci India Index Fund

ETFs
-9.74K
- 13.28%
$51.98 - $55.84 $506K - $544K
63.6K $3.31B
TFLO
Ishares Treasury Floating Rate

ETFs
-7.45K
- 12.77%
$50.45 - $50.65 $376K - $377K
50.9K $2.57B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-7.62K
- 15.77%
$24.73 - $25.29 $188K - $193K
40.7K $1.03B
SQ
Block, Inc.

Technology
-2.39K
- 66.19%
N/A
1.22K $88.2M
UAL
United Airlines Holdings, Inc.

Industrials
-2.03K
- 65.23%
$80.05 - $109.36 $163K - $222K
1.08K $104M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-264
- 22.84%
$567.77 - $614.76 $150K - $162K
892 $546M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7.38K
- 3.0%
$25.67 - $27.21 $189K - $201K
239K $6.44B
OKTA
Okta, Inc.

Technology
-857
- 89.27%
$88.51 - $101.1 $75.9K - $86.6K
103 $9.45M
XLF
Financial Sector Spdr

ETFs
-1.22K
- 73.82%
$51.37 - $54.25 $62.9K - $66.4K
434 $23.4M
DLY
Double Line Yield Opportunities Fund

N/A
-3.62K
- 33.54%
$15.08 - $15.65 $54.5K - $56.6K
7.16K $108M
COST
Costco Wholesale Corp

Consumer Defensive
-56
- 49.12%
$915.95 - $994.57 $51.3K - $55.7K
58 $53.5M
GM
General Motors CO

Consumer Cyclical
-1.93K
- 38.57%
$48.89 - $61.24 $94.3K - $118K
3.07K $187M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.08K
- 15.04%
N/A
6.09K $304M
Pgim Aaa
-1.06K
- 10.85%
N/A
8.67K $446M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-998
- 53.17%
$49.43 - $54.52 $49.3K - $54.4K
879 $47.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-195
- 47.56%
$236.25 - $257.69 $46.1K - $50.2K
215 $55.1M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-944
- 23.89%
$46.38 - $47.74 $43.8K - $45.1K
3.01K $143M
CGSD
Capital Grp Core Plus Income E
-1.62K
- 24.31%
N/A
5.03K $131M
PFE
Pfizer Inc

Healthcare
-1.57K
- 24.92%
$23.29 - $25.88 $36.6K - $40.6K
4.73K $121M
ZBRA
Zebra Technologies Corp

Technology
-100
- 54.95%
$296.92 - $341.36 $29.7K - $34.1K
82 $24.4M
PEP
Pepsico Inc

Consumer Defensive
-200
- 34.66%
$133.81 - $152.16 $26.8K - $30.4K
377 $52.9M
HYD
Vaneck High Yield Muni ETF

ETFs
-410
- 74.68%
$48.85 - $50.94 $20K - $20.9K
139 $7.08M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-69
- 69.7%
$284.45 - $324.95 $19.6K - $22.4K
30 $9.6M
FHN
First Horizon Corp

Financial Services
-1.2K
- 18.33%
$21.16 - $23.23 $25.5K - $27.9K
5.36K $121M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-387
- 56.17%
$47.56 - $49.7 $18.4K - $19.2K
302 $14.9M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-76
- 85.39%
$232.86 - $268.01 $17.7K - $20.4K
13 $3.43M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-211
- 25.36%
$78.11 - $79.07 $16.5K - $16.7K
621 $49M
HD
Home Depot, Inc.

Consumer Cyclical
-45
- 60.0%
$357.4 - $423.42 $16.1K - $19.1K
30 $12.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
-27
- 45.76%
$412.46 - $514.1 $11.1K - $13.9K
32 $15.7M
MUSI
American Centy ETF Tr Multisec

ETFs
-314
- 21.29%
$43.63 - $44.75 $13.7K - $14.1K
1.16K $51.6M
Pimco Enhanced
-501
- 25.04%
N/A
1.5K $40.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-45
- 81.82%
$275.84 - $326.36 $12.4K - $14.7K
10 $3.26M
S
Sentinel One, Inc.

Technology
-550
- 15.49%
$15.81 - $19.78 $8.7K - $10.9K
3K $52.8M
DOW
Dow Inc.

Basic Materials
-370
- 42.24%
$20.87 - $30.37 $7.72K - $11.2K
506 $11.6M
VKTX
Viking Therapeutics, Inc.

Healthcare
-359
- 4.73%
$23.09 - $42.09 $8.29K - $15.1K
7.23K $190M
EL
Estee Lauder Companies Inc

Consumer Defensive
-149
- 31.24%
$83.65 - $95.26 $12.5K - $14.2K
328 $28.9M
MU
Micron Technology Inc

Technology
-245
- 33.65%
$104.88 - $168.89 $25.7K - $41.4K
483 $80.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-123
- 26.0%
$72.57 - $74.72 $8.93K - $9.19K
350 $26.1M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-172
- 62.32%
$45.92 - $47.76 $7.9K - $8.21K
104 $4.94M
META
Meta Platforms, Inc.

Communication Services
-4
- 0.34%
$695.21 - $791.73 $2.78K - $3.17K
1.17K $856M
ACN
Accenture PLC

Technology
-20
- 55.56%
$232.56 - $304.78 $4.65K - $6.1K
16 $3.95M
DVY
Ishares Tr

ETFs
-57
- 18.45%
$133.88 - $142.57 $7.63K - $8.13K
252 $35.9M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-125
- 50.0%
$38.52 - $39.39 $4.82K - $4.92K
125 $4.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
-59
- 37.11%
$81.75 - $84.54 $4.82K - $4.99K
100 $8.39M
FNDF
Schwab Fundamental Intl Large

ETFs
-152
- 21.05%
$39.84 - $43.15 $6.06K - $6.56K
570 $24.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-156
- 36.62%
$26.38 - $27.95 $4.12K - $4.36K
270 $7.37M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
-85
- 20.83%
$53.42 - $57.07 $4.54K - $4.85K
323 $18.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-33
- 67.35%
$96.22 - $98.19 $3.18K - $3.24K
16 $1.57M
Activity Summary
Buys All Purchases 129 New Holdings 39 Increased Positions 90 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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