Mpwm Advisory Solutions, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 736 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 $31.3B, Spdr Portfolio S&P 1500 Compos with a value of $11.7B, Spdr Portfolio Long Term Treas with a value of $6.15B, Invesco Exchange Traded Fd Tr with a value of $5.47B, and Invesco Qqq Trust, Series 1 with a value of $5B.
Examining the 13F form we can see an increase of $137B in the current position value.
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
$137 Billion
ETFs: $111 Billion
Technology: $6.93 Billion
Financial Services: $3.03 Billion
Consumer Cyclical: $2.5 Billion
Communication Services: $2.19 Billion
Consumer Defensive: $1.74 Billion
Healthcare: $1.45 Billion
Industrials: $960 Million
Other: $1.09 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
