MPWM ADVISORY SOLUTIONS, LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$136.8B
Holdings
736
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (736 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | ACNACCENTURE PLC | 86 | $30.3M | 0.02% | |
| 202 | HONHONEYWELL INTL | 130 | $29.4M | 0.02% | |
| 203 | STLASTELLANTIS NV | 2,250 | $29.4M | 0.02% | |
| 204 | COWZPACER US | 498 | $28.1M | 0.02% | |
| 205 | HSYHERSHEY COMPANY | 165 | $27.9M | 0.02% | |
| 206 | DFCFDIMENSIONAL CORE | 670 | $27.7M | 0.02% | |
| 207 | DISWALT DISNEY | 242 | $27.0M | 0.02% | |
| 208 | LRCXLAM RESEARCH | 370 | $26.7M | 0.02% | |
| 209 | SMHVANECK SEMICONDUCTOR | 110 | $26.6M | 0.02% | |
| 210 | CSCOCISCO SYSTEMS | 447 | $26.5M | 0.02% | |
| 211 | DECKDECKERS OUTDOOR | 126 | $25.6M | 0.02% | |
| 212 | SPOTSPOTIFY TECHNOLOGY | 57 | $25.5M | 0.02% | |
| 213 | PYPLPAYPAL HOLDINGS | 296 | $25.3M | 0.02% | |
| 214 | QQEWFIRST TRUST | 197 | $24.6M | 0.02% | |
| 215 | IJTISHARES S&P | 180 | $24.4M | 0.02% | |
| 216 | FFORD MOTOR | 2,436 | $24.1M | 0.02% | |
| 217 | USHYISHARES BROAD | 655 | $24.1M | 0.02% | |
| 218 | FNDFSCHWAB FUNDAMENTAL | 722 | $24.0M | 0.02% | |
| 219 | AIQGLOBAL X | 608 | $23.5M | 0.02% | |
| 220 | AIRRFIRST TRUST | 304 | $23.4M | 0.02% | |
| 221 | LMTLOCKHEED MARTIN | 48 | $23.3M | 0.02% | |
| 222 | EDCONSOLIDATED EDISON | 261 | $23.3M | 0.02% | |
| 223 | NFLXNETFLIX INC | 26 | $23.2M | 0.02% | |
| 224 | PRUPRUDENTIAL FINANCIAL | 195 | $23.1M | 0.02% | |
| 225 | NYFISHARES NEW YORK | 430 | $22.9M | 0.02% | |
| 226 | DLTRDOLLAR TREE | 305 | $22.9M | 0.02% | |
| 227 | GISGENERAL MILLS | 358 | $22.8M | 0.02% | |
| 228 | BLKBLACKROCK FDG | 22 | $22.6M | 0.02% | |
| 229 | TXNTEXAS INSTRUMENTS | 120 | $22.5M | 0.02% | |
| 230 | IWPISHARES RUSSELL | 177 | $22.4M | 0.02% | |
| 231 | NVONOVO NORDISK | 260 | $22.4M | 0.02% | |
| 232 | BXBLACKSTONE INC | 126 | $21.7M | 0.02% | |
| 233 | PBPINVESCO S&P | 918 | $21.6M | 0.02% | |
| 234 | PPGPPG INDUSTRIES | 181 | $21.6M | 0.02% | |
| 235 | QARPDBX XTRACKERS | 408 | $21.4M | 0.02% | |
| 236 | BACBANK AMERICA | 487 | $21.4M | 0.02% | |
| 237 | DFAIDIMENSIONAL INTL | 730 | $21.3M | 0.02% | |
| 238 | SHELSHELL PLC | 338 | $21.1M | 0.02% | |
| 239 | NUNU HOLDINGS | 2,000 | $20.7M | 0.02% | |
| 240 | IDEVISHARES CORE | 318 | $20.5M | 0.01% | |
| 241 | PRNINVESCO DORSEY | 133 | $20.4M | 0.01% | |
| 242 | CTRACOTERRA ENERGY | 800 | $20.4M | 0.01% | |
| 243 | SLYGSPDR SERIES | 225 | $20.3M | 0.01% | |
| 244 | GILDGILEAD SCIENCES | 220 | $20.3M | 0.01% | |
| 245 | DOCUDOCUSIGN INC | 225 | $20.2M | 0.01% | |
| 246 | DUKDUKE ENERGY | 187 | $20.1M | 0.01% | |
| 247 | OMCOMNICOM GROUP | 232 | $20.0M | 0.01% | |
| 248 | RSSTTIDAL TRUST | 834 | $19.9M | 0.01% | |
| 249 | DFNMDIMENSIONAL NATIONAL | 412 | $19.7M | 0.01% | |
| 250 | LACLITHIUM AMERS | 7,505 | $19.7M | 0.01% | |
| 251 | SIVRABERDEEN PHYSICAL | 700 | $19.3M | 0.01% | |
| 252 | FLSPFRANKLIN TEMPLETON | 803 | $19.2M | 0.01% | |
| 253 | CRMSALESFORCE INC | 57 | $19.1M | 0.01% | |
| 254 | DWDMORGAN STANLEY | 151 | $19.0M | 0.01% | |
| 255 | ETWEATON VANCE | 2,188 | $18.4M | 0.01% | |
| 256 | VTWOVANGUARD RUSSELL | 206 | $18.4M | 0.01% | |
| 257 | KODKEASTMAN KODAK | 2,800 | $18.4M | 0.01% | |
| 258 | CGXUCAPITAL GROUP | 742 | $18.3M | 0.01% | |
| 259 | CMDTPIMCO COMMODITY | 724 | $18.3M | 0.01% | |
| 260 | XONEBONDBLOXX 1 YEAR | 367 | $18.2M | 0.01% | |
| 261 | TFCTRUIST FINANCIAL | 411 | $17.8M | 0.01% | |
| 262 | CVSCVS HEALTH | 391 | $17.5M | 0.01% | |
| 263 | SPGSIMON PROPERTY | 100 | $17.2M | 0.01% | |
| 264 | ABTABBOTT LABORATORIES | 152 | $17.2M | 0.01% | |
| 265 | CFGCITIZENS FINANCIAL | 389 | $17.0M | 0.01% | |
| 266 | NSYNICE LTD | 100 | $17.0M | 0.01% | |
| 267 | IWSISHARES RUSS | 129 | $16.7M | 0.01% | |
| 268 | NVSNNOVARTIS AG | 171 | $16.6M | 0.01% | |
| 269 | MOALTRIA GROUP | 318 | $16.6M | 0.01% | |
| 270 | EFGISHARES MSCI | 171 | $16.6M | 0.01% | |
| 271 | EFVISHARES MSCI | 314 | $16.5M | 0.01% | |
| 272 | ABBVABBVIE INC | 92 | $16.4M | 0.01% | |
| 273 | AJGARTHUR J | 57 | $16.2M | 0.01% | |
| 274 | WSOWATSCO INC | 34 | $16.1M | 0.01% | |
| 275 | PSCDINVESCO S&P | 146 | $15.9M | 0.01% | |
| 276 | DFAUDIMENSIONAL US | 389 | $15.8M | 0.01% | |
| 277 | GSLCGOLDMAN SACHS | 135 | $15.6M | 0.01% | |
| 278 | LINLINDE PLC | 37 | $15.5M | 0.01% | |
| 279 | ENFRALPHS ALERIAN | 492 | $15.3M | 0.01% | |
| 280 | IBITISHARES BITCOIN | 284 | $15.1M | 0.01% | |
| 281 | MGMMGM RESORTS | 425 | $14.7M | 0.01% | |
| 282 | PGXINVESCO PFD | 1,273 | $14.7M | 0.01% | |
| 283 | IJKISHARES S&P | 160 | $14.5M | 0.01% | |
| 284 | MTUMISHARES MSCI | 70 | $14.5M | 0.01% | |
| 285 | IGPTINVESCO NEXT | 320 | $14.5M | 0.01% | |
| 286 | SBUXSTARBUCKS CORP | 158 | $14.4M | 0.01% | |
| 287 | MDLZMONDELEZ INTERNATIONAL | 238 | $14.2M | 0.01% | |
| 288 | GPCGENUINE PARTS | 120 | $14.0M | 0.01% | |
| 289 | ITWILLINOIS TOOL | 53 | $13.4M | 0.01% | |
| 290 | CTASIMPLIFY MANAGED | 481 | $13.4M | 0.01% | |
| 291 | FMHIFIRST TRUST | 276 | $13.3M | 0.01% | |
| 292 | HESHESS CORP | 100 | $13.3M | 0.01% | |
| 293 | VSSVANGUARD FTSE | 113 | $12.9M | 0.01% | |
| 294 | VCITVANGUARD INTERMEDIATE | 157 | $12.6M | 0.01% | |
| 295 | ESEVERSOURCE ENERGY | 218 | $12.5M | 0.01% | |
| 296 | ZIONZIONS BANCORPORATION | 227 | $12.3M | 0.01% | |
| 297 | XLFSECTOR FINANCIAL | 250 | $12.1M | 0.01% | |
| 298 | CRWDCROWDSTRIKE HOLDINGS | 35 | $12.0M | 0.01% | |
| 299 | BKLNINVESCO SENIOR | 563 | $11.9M | 0.01% | |
| 300 | GDGENERAL DYNAMICS | 44 | $11.6M | 0.01% |