MPWM ADVISORY SOLUTIONS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$168.2B
Holdings
534
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (534 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 501 | XLEENERGY SELECT | 4 | $357K | 0.00% | |
| 502 | XLUUTILITIES SELECT | 4 | $349K | 0.00% | |
| 503 | GAPGAP INC | 13 | $278K | 0.00% | |
| 504 | VTRSVIATRIS INC | 23 | $230K | 0.00% | |
| 505 | NLOPNET LEASE | 7 | $208K | 0.00% | |
| 506 | XLSRSPDR SSGA | 3 | $179K | 0.00% | |
| 507 | TDCTERADATA CORP | 8 | $172K | 0.00% | |
| 508 | NATLNCR ATLEOS | 4 | $157K | 0.00% | |
| 509 | TLRYEURTILRAY BRANDS | 70 | $121K | 0.00% | |
| 510 | VYXNCR VOYIX | 8 | $100K | 0.00% | |
| 511 | MRNAMODERNA INC | 3 | $77K | 0.00% | |
| 512 | NOKNOKIA CORP | 10 | $50K | 0.00% | |
| 513 | BLNKBLINK CHARGING | 29 | $48K | 0.00% | |
| 514 | BYNDBEYOND MEAT | 15 | $28K | 0.00% | |
| 515 | OGNORGANON & CO | 2 | $21K | 0.00% | |
| 516 | ZIMVZIMVIE INC | 1 | $19K | 0.00% | |
| 517 | CRISCURIS INC | 2 | $3K | 0.00% | |
| 518 | SCHASCHWAB US | 0 | $0 | 0.00% | |
| 519 | SCHESCHWAB EMERGING | 0 | $0 | 0.00% | |
| 520 | VNQIVANGUARD GLOBAL | 0 | $0 | 0.00% | |
| 521 | SCHFSCHWAB INTL | 0 | $0 | 0.00% | |
| 522 | EBNDSPDR BLOOMBERG | 0 | $0 | 0.00% | |
| 523 | SCHPSCHWAB US | 0 | $0 | 0.00% | |
| 524 | FNDXSCHWAB FUNDAMENTAL | 0 | $0 | 0.00% | |
| 525 | SCYBSCHWAB HIGH | 0 | $0 | 0.00% | |
| 526 | SCHHSCHWAB US | 0 | $0 | 0.00% | |
| 527 | FNDCSCHWAB FUNDAMENTAL | 0 | $0 | 0.00% | |
| 528 | SCHCSCHWAB INTL | 0 | $0 | 0.00% | |
| 529 | HYLBXTRACKERS USD | 0 | $0 | 0.00% | |
| 530 | SCHISCHWAB 5-10 | 0 | $0 | 0.00% | |
| 531 | FNDASCHWAB FUNDAMENTAL | 0 | $0 | 0.00% | |
| 532 | SCHXSCHWAB US | 0 | $0 | 0.00% | |
| 533 | SCHRSCHWAB INTERMEDIATE | 0 | $0 | 0.00% | |
| 534 | SMBSSCHWAB MORTGAGE | 0 | $0 | 0.00% |
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