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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-39
- 8.14%
$102.49 - $119.96 $4K - $4.68K
440 $46M
FTC
First Tr Lge Cap Growth

ETFs
-43
- 9.89%
$127.87 - $148.89 $5.5K - $6.4K
392 $51.5M
HPQ
Hp Inc

Technology
-258
- 92.81%
$27.69 - $34.72 $7.14K - $8.96K
20 $554K
MDT
Medtronic PLC

Healthcare
-138
- 29.11%
$79.84 - $94.5 $11K - $13K
336 $30.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-17
- 5.74%
$65.15 - $91.81 $1.11K - $1.56K
279 $18.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-160
- 7.91%
$30.73 - $32.26 $4.92K - $5.16K
1.86K $57.2M
SLB
Schlumberger Limited

Energy
-200
- 19.23%
$38.4 - $43.74 $7.68K - $8.75K
840 $35.1M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-171
- 4.15%
$45.41 - $47.18 $7.77K - $8.07K
3.95K $186M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-26
- 34.67%
$120.29 - $134.6 $3.13K - $3.5K
49 $5.98M
JCI
Johnson Controls International PLC

Industrials
-45
- 57.69%
$76.12 - $90.6 $3.43K - $4.08K
33 $2.64M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-13
- 5.78%
$80.73 - $94.96 $1.05K - $1.23K
212 $17.6M
QCOM
Qualcomm Inc

Technology
-15
- 4.6%
$151.94 - $175.86 $2.28K - $2.64K
311 $47.8M
CVS
Cvs Health Corp

Healthcare
-165
- 42.2%
$44.22 - $68.64 $7.3K - $11.3K
226 $15.3M
BA
Boeing CO

Industrials
-10
- 40.0%
$148.15 - $186.25 $1.48K - $1.86K
15 $2.56M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-120
- 3.76%
$27.01 - $28.54 $3.24K - $3.42K
3.07K $85.8M
HCI
Hci Group, Inc.

Financial Services
-25
- 33.33%
$110.25 - $150.47 $2.76K - $3.76K
50 $7.46M
KD
Kyndryl Holdings, Inc.

Technology
-4
- 2.55%
$31.32 - $43.45 $125 - $174
153 $4.8M
PG
Procter & Gamble CO

Consumer Defensive
-13
- 2.21%
$158.56 - $176.26 $2.06K - $2.29K
574 $97.8M
UNP
Union Pacific Corp

Industrials
-2
- 9.52%
$225.21 - $254.42 $450 - $509
19 $4.49M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-29
- 0.25%
$39.96 - $43.3 $1.16K - $1.26K
11.7K $481M
SLV
I Shares Silver Trust

ETFs
-40
- 1.79%
$26.93 - $31.32 $1.08K - $1.25K
2.2K $68.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-31
- 2.55%
$34.58 - $45.97 $1.07K - $1.43K
1.19K $54.5M
IBM
International Business Machines Corp

Technology
-20
- 1.7%
$217.4 - $264.74 $4.35K - $5.29K
1.16K $287M
V
Visa Inc.

Financial Services
-153
- 6.23%
$306.92 - $362.71 $47K - $55.5K
2.3K $807M
GLD
Spdr Gold Trust

ETFs
-72
- 5.89%
$243.19 - $288.14 $17.5K - $20.7K
1.15K $331M
JNJ
Johnson & Johnson

Healthcare
-161
- 4.81%
$142.06 - $167.7 $22.9K - $27K
3.19K $528M
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
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