Mpwm Advisory Solutions, LLC Sells in Q1 2025

Mpwm Advisory Solutions, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-2.96K
- 17.55%
$198.1 - $229.79 $586K - $680K
13.9K $2.77B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-15.1K
- 58.6%
N/A
10.7K $535M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-831
- 3.2%
$192.82 - $222.1 $160K - $185K
25.1K $4.85B
NVDA
Nvidia Corp

Technology
-999
- 6.74%
$106.98 - $149.43 $107K - $149K
13.8K $1.5B
CLOI
Vaneck ETF Tr

ETFs
-8.36K
- 14.37%
$52.68 - $53.16 $440K - $444K
49.8K $2.63B
AAPL
Apple Inc.

Technology
-310
- 2.84%
$209.68 - $247.1 $65K - $76.6K
10.6K $2.35B
TFLO
Ishares Treasury Floating Rate

ETFs
-7.45K
- 15.77%
$50.48 - $50.68 $376K - $377K
39.8K $2.01B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-9.58K
- 78.22%
$29.34 - $31.31 $281K - $300K
2.67K $79.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
-3.56K
- 78.93%
$64.26 - $85.48 $229K - $304K
949 $62.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-592
- 26.93%
$307.43 - $357.48 $182K - $212K
1.61K $496M
ONON
On Holding Ag

Consumer Cyclical
-3.51K
- 53.63%
$43.92 - $63.62 $154K - $223K
3.03K $133M
Pimco Enhanced
-7.7K
- 79.36%
N/A
2K $52.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-79
- 0.14%
$59.61 - $66.71 $4.71K - $5.27K
56.1K $3.39B
RDVY
First Trust Rising Dividend Ac

ETFs
-2.99K
- 61.91%
$57.22 - $63.39 $171K - $189K
1.84K $108M
AMZN
Amazon Com Inc

Consumer Cyclical
-50
- 1.04%
$190.26 - $242.06 $9.51K - $12.1K
4.74K $902M
GOOGL
Alphabet Inc.

Communication Services
-338
- 13.87%
$154.33 - $206.19 $52.2K - $69.7K
2.1K $325M
MSFT
Microsoft Corp

Technology
-80
- 3.9%
$375.39 - $447.2 $30K - $35.8K
1.97K $740M
CCL
Carnival Corp

Consumer Cyclical
-4.13K
- 52.55%
$19.08 - $28.49 $78.7K - $118K
3.73K $72.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-241
- 97.18%
$408.78 - $448.82 $98.5K - $108K
7 $2.94M
Arista Networks
-150
- 7.72%
N/A
1.79K $139M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-548
- 9.7%
$100.34 - $100.68 $55K - $55.2K
5.1K $513M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-43
- 3.61%
$507.05 - $563.67 $21.8K - $24.2K
1.15K $590M
XLE
Energy Sector Spdr

ETFs
-600
- 99.34%
$85.7 - $93.96 $51.4K - $56.4K
4 $374K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-172
- 65.9%
$246.3 - $299.62 $42.4K - $51.5K
89 $23.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-366
- 26.12%
$89.18 - $104.04 $32.6K - $38.1K
1.04K $94.7M
META
Meta Platforms, Inc.

Communication Services
-55
- 4.49%
$576.36 - $736.67 $31.7K - $40.5K
1.17K $674M
CVX
Chevron Corp

Energy
-428
- 28.9%
$146.71 - $167.97 $62.8K - $71.9K
1.05K $176M
SOFI
So Fi Technologies, Inc.

Financial Services
-2.03K
- 96.21%
$11.18 - $18.03 $22.7K - $36.6K
80 $930K
XLP
Consumer Staples Sector Spdr

ETFs
-397
- 36.32%
N/A
696 $56.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-511
- 1.29%
$49.78 - $53.19 $25.4K - $27.2K
39.2K $2B
NSSC
Napco Security Technologies, Inc

Industrials
-318
- 21.13%
$23.02 - $37.2 $7.32K - $11.8K
1.19K $27.3M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-120
- 95.24%
$111.56 - $223.11 $13.4K - $26.8K
6 $671K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-100
- 90.91%
$211.47 - $267.17 $21.1K - $26.7K
10 $2.12M
SPOT
Spotify Technology S.A.

Communication Services
-55
- 96.49%
$457.79 - $648.32 $25.2K - $35.7K
2 $1.1M
PLTR
Palantir Technologies Inc.

Technology
-350
- 58.33%
$64.98 - $124.62 $22.7K - $43.6K
250 $21.1M
S
Sentinel One, Inc.

Technology
-300
- 7.06%
$18.17 - $24.97 $5.45K - $7.49K
3.95K $71.8M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-300
- 98.36%
$61.92 - $76.95 $18.6K - $23.1K
5 $375K
CDNS
Cadence Design Systems Inc

Technology
-22
- 6.06%
$233.96 - $324.52 $5.15K - $7.14K
341 $86.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-253
- 64.05%
$78.0 - $84.37 $19.7K - $21.3K
142 $11.3M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-200
- 3.82%
$81.8 - $88.86 $16.4K - $17.8K
5.04K $425M
AVGO
Broadcom Inc.

Technology
-50
- 31.25%
$167.43 - $244.7 $8.37K - $12.2K
110 $18.5M
AIQ
Global X Funds Global X Artifi

ETFs
-434
- 71.38%
$36.38 - $42.77 $15.8K - $18.6K
174 $6.33M
VZ
Verizon Communications Inc

Communication Services
-644
- 26.07%
$37.81 - $46.49 $24.3K - $29.9K
1.83K $82.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
-150
- 8.91%
$55.11 - $65.5 $8.27K - $9.83K
1.53K $87.2M
FDN
First Tr Fd Dow Jones

ETFs
-25
- 6.74%
$221.38 - $266.86 $5.53K - $6.67K
346 $76.9M
MS
Morgan Stanley

Financial Services
-100
- 66.23%
$111.68 - $141.08 $11.2K - $14.1K
51 $5.95M
PRU
Prudential Financial Inc

Financial Services
-100
- 51.28%
$105.04 - $122.33 $10.5K - $12.2K
95 $10.6M
ACN
Accenture PLC

Technology
-20
- 23.26%
$300.91 - $398.25 $6.02K - $7.97K
66 $20.6M
FNY
First Trust Mid Cap Growth Alp
-73
- 9.19%
N/A
721 $54M
Activity Summary
Buys All Purchases 130 New Holdings 27 Increased Positions 103 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Mpwm Advisory Solutions, LLC Portfolio

Follow Mpwm Advisory Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mpwm Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mpwm Advisory Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email