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
ITW
Illinois Tool Works Inc

Industrials
-47
- 88.68%
$218.41 - $252.43 $10.3K - $11.9K
6 $1.48M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-226
- 2.21%
$50.36 - $50.68 $11.4K - $11.5K
10K $508M
ACN
Accenture PLC

Technology
-30
- 45.45%
$279.23 - $323.21 $8.38K - $9.7K
36 $10.8M
AMD
Advanced Micro Devices Inc

Technology
-138
- 54.98%
$78.21 - $143.81 $10.8K - $19.8K
113 $16M
DIS
Walt Disney CO

Communication Services
-120
- 49.38%
$81.72 - $124.01 $9.81K - $14.9K
123 $15.2M
PPG
Ppg Industries Inc

Basic Materials
-81
- 44.75%
$91.66 - $115.04 $7.42K - $9.32K
100 $11.4M
HYD
Vaneck High Yield Muni ETF

ETFs
-150
- 21.46%
$49.08 - $51.35 $7.36K - $7.7K
549 $27.6M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 10.94%
$908.13 - $1056.85 $12.7K - $14.8K
114 $113M
S
Sentinel One, Inc.

Technology
-400
- 10.13%
$16.17 - $20.34 $6.47K - $8.14K
3.55K $64.9M
IEMG
Ishares Inc

ETFs
-177
- 26.7%
N/A
486 $29.1M
TGT
Target Corp

Consumer Defensive
-52
- 81.25%
$88.76 - $105.77 $4.62K - $5.5K
12 $1.18M
C
Citigroup Inc

Financial Services
-84
- 59.57%
$58.13 - $85.12 $4.88K - $7.15K
57 $4.85M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-105
- 2.63%
$75.05 - $77.34 $7.88K - $8.12K
3.89K $301M
VBR
Vanguard Small Cap Value ETF

ETFs
-27
- 79.41%
$162.76 - $195.77 $4.39K - $5.29K
7 $1.37M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-89
- 16.27%
$47.46 - $55.3 $4.22K - $4.92K
458 $25.2M
Return Stacked
-244
- 29.26%
N/A
590 $13.8M
BAC
Bank Of America Corp

Financial Services
-143
- 29.24%
$34.39 - $47.46 $4.92K - $6.79K
346 $16.4M
T
At&T Inc.

Communication Services
-145
- 48.33%
$26.33 - $28.94 $3.82K - $4.2K
155 $4.47M
UBER
Uber Technologies, Inc

Technology
-52
- 96.3%
$64.62 - $93.3 $3.36K - $4.85K
2 $187K
WM
Waste Management Inc

Industrials
-14
- 10.45%
$216.47 - $242.1 $3.03K - $3.39K
120 $27.5M
MA
Mastercard Inc

Financial Services
-8
- 11.76%
$479.92 - $590.74 $3.84K - $4.73K
60 $33.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-107
- 16.34%
$35.3 - $37.51 $3.78K - $4.01K
548 $20.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-94
- 12.27%
$74.88 - $91.97 $7.04K - $8.65K
672 $61.8M
DOCU
Docusign, Inc.

Technology
-30
- 13.33%
$70.35 - $93.84 $2.11K - $2.82K
195 $15.2M
XLU
Utilities Sector Spdr

ETFs
-39
- 90.7%
$73.09 - $82.77 $2.85K - $3.23K
4 $327K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 12.5%
$468.22 - $566.51 $4.68K - $5.67K
70 $39.7M
AXP
American Express CO

Financial Services
-15
- 41.67%
$231.39 - $318.98 $3.47K - $4.78K
21 $6.7M
ALL
Allstate Corp

Financial Services
-14
- 56.0%
$180.53 - $212.64 $2.53K - $2.98K
11 $2.21M
UNH
Unitedhealth Group Inc

Healthcare
-1
- 8.33%
$274.35 - $599.47 $274 - $599
11 $3.43M
KODK
Eastman Kodak CO

Industrials
-100
- 3.33%
$5.3 - $6.7 $530 - $670
2.9K $16.4M
PLTR
Palantir Technologies Inc.

Technology
-114
- 45.6%
$74.01 - $144.25 $8.44K - $16.4K
136 $18.5M
SHEL
Shell PLC

Energy
-22
- 6.45%
$59.75 - $73.05 $1.31K - $1.61K
319 $22.4M
AMAT
Applied Materials Inc

Technology
-20
- 55.56%
$126.95 - $183.52 $2.54K - $3.67K
16 $2.93M
MDT
Medtronic PLC

Healthcare
-15
- 4.46%
$80.68 - $88.86 $1.21K - $1.33K
321 $28M
SNAP
Snap Inc

Communication Services
-250
- 83.33%
$7.23 - $9.21 $1.81K - $2.3K
50 $435K
BSX
Boston Scientific Corp

Healthcare
-25
- 31.65%
$89.7 - $107.41 $2.24K - $2.69K
54 $5.8M
COP
Conocophillips

Energy
-14
- 24.14%
$82.66 - $106.1 $1.16K - $1.49K
44 $3.95M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-988
- 2.52%
$45.11 - $52.34 $44.6K - $51.7K
38.2K $2B
FDX
Fedex Corp

Industrials
-6
- 19.35%
$198.07 - $245.17 $1.19K - $1.47K
25 $5.68M
BX
Blackstone Inc.

Financial Services
-20
- 15.87%
$120.07 - $151.11 $2.4K - $3.02K
106 $15.9M
FE
Firstenergy Corp

Utilities
-40
- 58.82%
$38.31 - $43.17 $1.53K - $1.73K
28 $1.13M
SNY
Sanofi

Healthcare
-18
- 17.82%
$47.62 - $55.44 $857 - $998
83 $4.01M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-41
- 36.94%
$32.0 - $39.87 $1.31K - $1.63K
70 $2.79M
ADBE
Adobe Inc.

Technology
-3
- 18.75%
$340.0 - $420.68 $1.02K - $1.26K
13 $5.03M
PSX
Phillips 66

Energy
-6
- 6.9%
$92.87 - $125.73 $557 - $754
81 $9.68M
MCK
Mckesson Corp

Healthcare
-2
- 28.57%
$652.83 - $732.78 $1.31K - $1.47K
5 $3.66M
WFC
Wells Fargo & Company

Financial Services
-24
- 18.05%
$60.98 - $80.12 $1.46K - $1.92K
109 $8.71M
USFR
Wisdomtree Floating Rate Treas

ETFs
-16
- 36.36%
$50.28 - $50.47 $804 - $808
28 $1.41M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-70
- 69.31%
$7.69 - $11.46 $538 - $802
31 $355K
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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