Mpwm Advisory Solutions, LLC Sells in Q2 2025

Mpwm Advisory Solutions, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
-17K
- 6.46%
$25.48 - $27.78 $433K - $472K
246K $6.55B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-18.9K
- 28.08%
$24.48 - $24.9 $462K - $470K
48.3K $1.2B
AAPL
Apple Inc.

Technology
-1.14K
- 10.74%
$172.42 - $223.89 $196K - $255K
9.46K $1.94B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.56K
- 74.64%
$152.93 - $181.74 $238K - $283K
529 $96.1M
XLF
Financial Sector Spdr

ETFs
-3.67K
- 68.9%
$43.92 - $52.37 $161K - $192K
1.66K $86.8M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-3.53K
- 32.98%
N/A
7.17K $358M
CGSD
Capital Grp Core Plus Income E
-6K
- 47.47%
N/A
6.64K $172M
DAL
Delta Air Lines, Inc.

Industrials
-3.04K
- 87.05%
$35.88 - $52.99 $109K - $161K
453 $22.3M
PULS
Pgim ETF Tr

ETFs
-2.18K
- 28.51%
$49.39 - $49.76 $107K - $108K
5.46K $271M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-134
- 19.68%
$483.48 - $539.8 $64.8K - $72.3K
547 $266M
WMT
Walmart Inc.

Consumer Defensive
-1.11K
- 55.31%
$81.79 - $99.98 $91.1K - $111K
900 $88M
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.52K
- 98.76%
$48.81 - $59.48 $73.9K - $90.1K
19 $1.13M
LLY
Eli Lilly & CO

Healthcare
-81
- 26.38%
$713.71 - $898.95 $57.8K - $72.8K
226 $176M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.64K
- 86.11%
$24.32 - $27.87 $64.3K - $73.6K
426 $11.3M
JNJ
Johnson & Johnson

Healthcare
-115
- 3.61%
$146.36 - $159.82 $16.8K - $18.4K
3.07K $469M
HD
Home Depot, Inc.

Consumer Cyclical
-156
- 67.53%
$335.24 - $380.78 $52.3K - $59.4K
75 $27.3M
WRB
Berkley W R Corp

Financial Services
-778
- 46.36%
$64.28 - $75.17 $50K - $58.5K
900 $66.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.71K
- 91.89%
$29.0 - $30.68 $49.6K - $52.5K
151 $4.63M
PG
Procter & Gamble CO

Consumer Defensive
-247
- 43.03%
$157.66 - $172.39 $38.9K - $42.6K
327 $52M
JPM
Jpmorgan Chase & CO

Financial Services
-206
- 64.98%
$210.28 - $289.91 $43.3K - $59.7K
111 $32.2M
VHT
Vanguard Health Care ETF

ETFs
-131
- 53.69%
$236.71 - $261.92 $31K - $34.3K
113 $28.1M
KO
Coca Cola CO

Consumer Defensive
-1.55K
Closed
$68.37 - $73.9 $106K - $114K
0 $82.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-87
- 61.7%
$285.55 - $321.23 $24.8K - $27.9K
54 $15.8M
ORCL
Oracle Corp

Technology
-233
- 78.19%
$122.82 - $218.63 $28.6K - $50.9K
65 $14.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-66
- 27.39%
$498.8 - $620.9 $32.9K - $41K
175 $109M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-260
- 14.06%
$114.78 - $133.31 $29.8K - $34.7K
1.59K $212M
HON
Honeywell International Inc

Industrials
-121
- 93.08%
$182.86 - $232.88 $22.1K - $28.2K
9 $2.1M
RTX
Raytheon Technologies Corp

Industrials
-210
- 44.3%
$113.75 - $148.48 $23.9K - $31.2K
264 $38.5M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-443
- 39.13%
$44.37 - $50.04 $19.7K - $22.2K
689 $32.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
-472
- 49.74%
$50.06 - $80.8 $23.6K - $38.1K
477 $38.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-124
- 40.92%
$166.82 - $194.23 $20.7K - $24.1K
179 $34.8M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-500
- 36.02%
$67.28 - $97.53 $33.6K - $48.8K
888 $86.6M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-1.44K
- 47.98%
$11.68 - $19.18 $16.8K - $27.6K
1.56K $26.8M
CSCO
Cisco Systems, Inc.

Technology
-334
- 74.72%
$53.19 - $69.38 $17.8K - $23.2K
113 $7.84M
TXN
Texas Instruments Inc

Technology
-108
- 90.0%
N/A
12 $2.49M
MO
Altria Group, Inc.

Consumer Defensive
-288
- 90.57%
$55.56 - $60.91 $16K - $17.5K
30 $1.76M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-260
- 93.19%
$57.41 - $74.81 $14.9K - $19.5K
19 $1.41M
MRK
Merck & Co., Inc.

Healthcare
-150
- 32.89%
$73.47 - $87.12 $11K - $13.1K
306 $24.3M
V
Visa Inc.

Financial Services
-76
- 3.3%
$308.27 - $373.31 $23.4K - $28.4K
2.23K $790M
XLP
Consumer Staples Sector Spdr

ETFs
-196
- 28.16%
N/A
500 $40.5M
ABT
Abbott Laboratories

Healthcare
-121
- 79.61%
$123.95 - $138.08 $15K - $16.7K
31 $4.22M
TFC
Truist Financial Corp

Financial Services
-387
- 94.16%
$34.79 - $42.99 $13.5K - $16.6K
24 $1.03M
AJG
Arthur J. Gallagher & Co.

Financial Services
-45
- 78.95%
$310.86 - $348.77 $14K - $15.7K
12 $3.84M
PFE
Pfizer Inc

Healthcare
-347
- 5.22%
$21.59 - $24.84 $7.49K - $8.62K
6.3K $153M
DOW
Dow Inc.

Basic Materials
-200
- 18.59%
$25.81 - $34.89 $5.16K - $6.98K
876 $23.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-191
- 28.77%
$72.02 - $73.82 $13.8K - $14.1K
473 $34.8M
FISV
Fiserv Inc

Technology
-4
- 1.52%
N/A
260 $44.8M
TMUS
T Mobile Us, Inc.

Communication Services
-17
- 5.36%
$220.99 - $268.54 $3.76K - $4.57K
300 $71.5M
WSO
Watsco Inc

Industrials
-22
- 64.71%
$421.84 - $520.66 $9.28K - $11.5K
12 $5.3M
Activity Summary
Buys All Purchases 149 New Holdings 46 Increased Positions 103 Sells All Sells 150 Reductions 149 Sold out 1 Options Calls 0 Puts 0
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