Mpwm Advisory Solutions, LLC Portfolio Holdings

Mpwm Advisory Solutions, LLC

  • $138 Billion
  • Q1 2025

Mpwm Advisory Solutions, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 734 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 $30B, Spdr Portfolio S&P 1500 Compos with a value of $13.6B, Spdr Portfolio Long Term Treas with a value of $7.18B, Invesco Qqq Trust, Series 1 with a value of $5.78B, and Invesco Exchange Traded Fd Tr with a value of $4.85B.

Examining the 13F form we can see an increase of $1.03B in the current position value, from $137B to 138B.

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 $138 Billion
ETFs: $113 Billion
Technology: $5.91 Billion
Financial Services: $3.39 Billion
Consumer Cyclical: $1.93 Billion
Communication Services: $1.91 Billion
Healthcare: $1.57 Billion
Consumer Defensive: $1.45 Billion
Industrials: $843 Million
Other: $1.08 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.25B
$525,000 0.0% of portfolio
6
Q4 2024 New
$1.21B
$221,000 0.0% of portfolio
28
Q4 2024 New
$19.8B
$270,000 0.0% of portfolio
2
Q4 2024 New
$1.83B
$1.01 Million 0.0% of portfolio
12
Q4 2024 New
$114B
$2.2 Million 0.0% of portfolio
9
Q4 2024 New
$34.3B
$3.83 Million 0.0% of portfolio
8
Q4 2024 New
$55.6B
$1.36 Million 0.0% of portfolio
22
Q4 2024 New
$140B
$3.49 Million 0.0% of portfolio
17
Q4 2024 New
$32B
$580,000 0.0% of portfolio
1
Q4 2024 New
$89.3B
$3.73 Million 0.0% of portfolio
8
Q4 2024 New
$45.1B
$566,000 0.0% of portfolio
1
Q4 2024 New
$3.35B
$5.94 Million 0.0% of portfolio
209
Q1 2025 Added 1.46%
$41.3B
$1.9 Million 0.0% of portfolio
25
Q4 2024 New
$16B
$4.24 Million 0.0% of portfolio
30
Q4 2024 New
$4.27B
$2.12 Million 0.0% of portfolio
51
Q4 2024 New
$52B
$4.92 Million 0.0% of portfolio
75
Q4 2024 New
$2.16B
$78,000 0.0% of portfolio
8
Q4 2024 New
$10.2B
$85,000 0.0% of portfolio
3
Q4 2024 New
$26.3B
$5.19 Million 0.0% of portfolio
25
Q4 2024 New
$0
$1.03 Million 0.0% of portfolio
40
Q4 2024 New
$1.63B
$490,000 0.0% of portfolio
6
Q4 2024 New
$0
$5.18 Million 0.0% of portfolio
200
Q4 2024 New
$102B
$4.71 Million 0.0% of portfolio
7
Q4 2024 New
$9.13B
$305,000 0.0% of portfolio
1
Q4 2024 New
$24.4B
$640,000 0.0% of portfolio
4
Q4 2024 New
$130B
$1.95 Million 0.0% of portfolio
1
Q4 2024 New
$20.6B
$972,000 0.0% of portfolio
26
Q4 2024 New
$3.43B
$792,000 0.0% of portfolio
53
Q4 2024 New
$2.87B
$671,000 0.0% of portfolio
6
Q1 2025 Reduced 95.24%
Millrose Pptys
-
$53,000 0.0% of portfolio
-
Q1 2025 New
Net Lease
-
$220,000 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 734
  • Current Value $138 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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