MPWM ADVISORY SOLUTIONS, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$158.1B
Holdings
532
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (532 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CRWDCROWDSTRIKE HOLDINGS | 59 | $30.0M | 0.02% | |
| 202 | IEMGISHARES CORE | 486 | $29.1M | 0.02% | |
| 203 | FNDFSCHWAB FUNDAMENTAL | 722 | $28.9M | 0.02% | |
| 204 | SLBSCHLUMBERGER LTD | 840 | $28.4M | 0.02% | |
| 205 | IWOISHARES RUSSELL | 99 | $28.3M | 0.02% | |
| 206 | VHTVANGUARD HEALTH | 113 | $28.1M | 0.02% | |
| 207 | MDTMEDTRONIC PLC | 321 | $28.0M | 0.02% | |
| 208 | AVGOBROADCOM INC | 101 | $27.7M | 0.02% | |
| 209 | HYDVANECK HIGH | 549 | $27.6M | 0.02% | |
| 210 | WMWASTE MANAGEMENT | 120 | $27.5M | 0.02% | |
| 211 | HDHOME DEPOT | 75 | $27.3M | 0.02% | |
| 212 | CWHCAMPING WORLD | 1,560 | $26.8M | 0.02% | |
| 213 | EDCONSOLIDATED EDISON | 261 | $26.2M | 0.02% | |
| 214 | FFORD MOTOR | 2,328 | $25.3M | 0.02% | |
| 215 | COWZPACER US | 458 | $25.2M | 0.02% | |
| 216 | DFAIDIMENSIONAL INTL | 730 | $25.2M | 0.02% | |
| 217 | GILDGILEAD SCIENCES | 220 | $24.4M | 0.02% | |
| 218 | MRKMERCK & COMPANY | 306 | $24.3M | 0.02% | |
| 219 | HIIHUNTINGTON INGALLS | 100 | $24.1M | 0.02% | |
| 220 | IJTISHARES S&P | 180 | $23.9M | 0.02% | |
| 221 | BLKBLACKROCK FDG | 22 | $23.3M | 0.01% | |
| 222 | DOWDOW INC | 876 | $23.2M | 0.01% | |
| 223 | IWPISHARES RUSSELL | 167 | $23.2M | 0.01% | |
| 224 | SOSOUTHERN COMPANY | 246 | $22.6M | 0.01% | |
| 225 | SHELSHELL PLC | 319 | $22.4M | 0.01% | |
| 226 | NYFISHARES NEW YORK | 430 | $22.4M | 0.01% | |
| 227 | DALDELTA AIRLINES | 453 | $22.3M | 0.01% | |
| 228 | CCOCAMECO CORP | 300 | $22.3M | 0.01% | |
| 229 | DUKDUKE ENERGY | 187 | $22.1M | 0.01% | |
| 230 | QARPXTRACKERS RUSSELL | 408 | $21.9M | 0.01% | |
| 231 | PRNINVESCO DORSEY | 133 | $20.9M | 0.01% | |
| 232 | HNIHNI CORP | 424 | $20.9M | 0.01% | |
| 233 | USHYISHARES BROAD | 548 | $20.6M | 0.01% | |
| 234 | OIHVANECK OIL | 89 | $20.5M | 0.01% | |
| 235 | CGXUCAPITAL GROUP | 742 | $20.1M | 0.01% | |
| 236 | PKSTPEAKSTONE REALTY | 1,520 | $20.1M | 0.01% | |
| 237 | BABAALIBABA GROUP | 174 | $19.7M | 0.01% | |
| 238 | DFNMDIMENSIONAL NATIONAL | 412 | $19.5M | 0.01% | |
| 239 | LVHIFRANKLIN INTL | 600 | $19.5M | 0.01% | |
| 240 | FLSPFRANKLIN FTSE | 803 | $19.4M | 0.01% | |
| 241 | IYTISHARES U S | 280 | $19.2M | 0.01% | |
| 242 | SLYGSPDR SERIES | 212 | $18.8M | 0.01% | |
| 243 | CMDTPIMCO COMMODITY | 724 | $18.7M | 0.01% | |
| 244 | PLTRPALANTIR TECHNOLOGIES | 136 | $18.5M | 0.01% | |
| 245 | XONEBONDBLOXX 1 YEAR | 367 | $18.2M | 0.01% | |
| 246 | VTWOVANGUARD RUSSELL | 206 | $18.0M | 0.01% | |
| 247 | NVONOVO NORDISK | 260 | $17.9M | 0.01% | |
| 248 | LINLINDE PLC | 37 | $17.4M | 0.01% | |
| 249 | ABBVABBVIE INC | 93 | $17.2M | 0.01% | |
| 250 | IWSISHARES RUSS | 129 | $17.0M | 0.01% | |
| 251 | SPOTSPOTIFY TECHNOLOGY | 22 | $16.9M | 0.01% | |
| 252 | SPGSIMON PROPERTY | 103 | $16.5M | 0.01% | |
| 253 | DFAUDIMENSIONAL US | 389 | $16.5M | 0.01% | |
| 254 | GSLCGOLDMAN SACHS | 135 | $16.4M | 0.01% | |
| 255 | KODKEASTMAN KODAK | 2,900 | $16.4M | 0.01% | |
| 256 | BACBANK AMERICA | 346 | $16.4M | 0.01% | |
| 257 | MDLZMONDELEZ INTERNATIONAL | 238 | $16.1M | 0.01% | |
| 258 | AMDADVANCED MICRO | 113 | $16.0M | 0.01% | |
| 259 | BXBLACKSTONE INC | 106 | $15.9M | 0.01% | |
| 260 | MCDMCDONALDS CORP | 54 | $15.8M | 0.01% | |
| 261 | IGPTINVESCO NEXT | 320 | $15.7M | 0.01% | |
| 262 | CRMSALESFORCE INC | 57 | $15.6M | 0.01% | |
| 263 | MRVLMARVELL TECHNOLOGY | 200 | $15.5M | 0.01% | |
| 264 | SMHVANECK SEMICONDUCTOR | 55 | $15.3M | 0.01% | |
| 265 | DISWALT DISNEY | 123 | $15.2M | 0.01% | |
| 266 | DOCUDOCUSIGN INC | 195 | $15.2M | 0.01% | |
| 267 | VSSVANGUARD FTSE | 113 | $15.2M | 0.01% | |
| 268 | CGBLCAPITAL GROUP | 444 | $14.8M | 0.01% | |
| 269 | PSCDINVESCO S&P | 146 | $14.7M | 0.01% | |
| 270 | IJKISHARES S&P | 160 | $14.6M | 0.01% | |
| 271 | SDYSPDR SERIES | 106 | $14.3M | 0.01% | |
| 272 | ORCLORACLE CORP | 65 | $14.3M | 0.01% | |
| 273 | GLTRABRDN PHYSICAL | 100 | $13.8M | 0.01% | |
| 274 | RSSTRETURN STACKED | 590 | $13.8M | 0.01% | |
| 275 | FDLFIRST TRUST | 324 | $13.6M | 0.01% | |
| 276 | SKYYFIRST TRUST | 111 | $13.5M | 0.01% | |
| 277 | AVEMAVANTIS EMERGING | 194 | $13.3M | 0.01% | |
| 278 | VCITVANGUARD INTERMEDIATE | 159 | $13.2M | 0.01% | |
| 279 | SONYSONY GROUP | 500 | $13.0M | 0.01% | |
| 280 | FMHIFIRST TRUST | 276 | $12.9M | 0.01% | |
| 281 | CTASIMPLIFY MANAGED | 481 | $12.9M | 0.01% | |
| 282 | GDGENERAL DYNAMICS | 44 | $12.8M | 0.01% | |
| 283 | GKOSGLAUKOS CORP | 120 | $12.4M | 0.01% | |
| 284 | TRVTRAVELERS COS | 46 | $12.3M | 0.01% | |
| 285 | PNQIINVESCO NASDAQ | 230 | $12.0M | 0.01% | |
| 286 | ZIONZIONS BANCORPORATION | 230 | $12.0M | 0.01% | |
| 287 | DGRWWISDOMTREE US | 142 | $11.9M | 0.01% | |
| 288 | SPIBSPDR PORTFOLIO | 345 | $11.6M | 0.01% | |
| 289 | PPGPPG INDUSTRIES | 100 | $11.4M | 0.01% | |
| 290 | SCHDSCHWAB US | 426 | $11.3M | 0.01% | |
| 291 | CMGCHIPOTLE MEXICAN | 200 | $11.2M | 0.01% | |
| 292 | ETRENTERGY CORP | 132 | $11.0M | 0.01% | |
| 293 | NKENIKE INC | 154 | $11.0M | 0.01% | |
| 294 | FSIGFIRST TRUST | 572 | $10.9M | 0.01% | |
| 295 | ACNACCENTURE PLC | 36 | $10.8M | 0.01% | |
| 296 | LGOVFIRST TRUST | 500 | $10.7M | 0.01% | |
| 297 | VIKVIKING HOLDINGS | 200 | $10.7M | 0.01% | |
| 298 | QTECFIRST TRUST | 50 | $10.6M | 0.01% | |
| 299 | PRUPRUDENTIAL FINANCIAL | 95 | $10.2M | 0.01% | |
| 300 | LNTALLIANT ENERGY | 164 | $9.9M | 0.01% |