Mpwm Advisory Solutions, LLC Portfolio Holdings

Mpwm Advisory Solutions, LLC

  • $158 Billion
  • Q2 2025

Mpwm Advisory Solutions, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 532 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $34.1B, Spdr Portfolio S&P 1500 Compos with a value of $14.6B, Invesco Qqq Trust, Series 1 with a value of $7.25B, Spdr Portfolio Long Term Treas with a value of $6.55B, and Invesco Exchange Traded Fd Tr with a value of $5.8B.

Examining the 13F form we can see an increase of $20.2B in the current position value, from $138B to 158B. Also it can be appreciated an additional of 46 stocks purchases and 1 closed positions.

Mpwm Advisory Solutions, LLC is based out at Alpharetta, GA

Below you can find more details about Mpwm Advisory Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion
ETFs: $132 Billion
Technology: $6.44 Billion
Financial Services: $3.1 Billion
Communication Services: $2.29 Billion
Consumer Cyclical: $2.15 Billion
Healthcare: $1.82 Billion
Consumer Defensive: $1.22 Billion
Industrials: $716 Million
Other: $970 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.2B
$3.7 Million 0.0% of portfolio
114
Q4 2024 New
$144B
$4.27 Million 0.0% of portfolio
16
Q2 2025 Reduced 56.76%
$58.7B
$5.68 Million 0.0% of portfolio
25
Q2 2025 Reduced 19.35%
$20.9B
$5.24 Million 0.0% of portfolio
100
Q2 2025 Reduced 15.97%
$16.4B
$2.27 Million 0.0% of portfolio
14
Q4 2024 New
$57.6B
$4.59 Million 0.0% of portfolio
21
Q4 2024 New
$24.7B
$1.13 Million 0.0% of portfolio
28
Q2 2025 Reduced 58.82%
$36.5B
$1.3 Million 0.0% of portfolio
10
Q2 2025 Reduced 23.08%
$34.3B
$856,000 0.0% of portfolio
9
Q4 2024 New
$10.1B
$3.83 Million 0.0% of portfolio
14
Q4 2024 New
$81.6B
$1.31 Million 0.0% of portfolio
7
Q4 2024 New
$75.9B
$1.41 Million 0.0% of portfolio
19
Q2 2025 Reduced 93.19%
$59B
$3.27 Million 0.0% of portfolio
16
Q2 2025 Added 60.0%
$20B
$1.89 Million 0.0% of portfolio
10
Q4 2024 New
$64.1B
$3.64 Million 0.0% of portfolio
84
Q2 2025 Reduced 25.0%

Summary

  • Portfolio
  • No. of Stocks 532
  • Current Value $158 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 103 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 149 stocks
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