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.
