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 |
|---|---|---|---|---|---|
| 301 | NKENIKE INC | 152 | $11.5M | 0.01% | |
| 302 | AVEMAVANTIS EMERGING | 194 | $11.4M | 0.01% | |
| 303 | SPIBSPDR PORTFOLIO | 345 | $11.3M | 0.01% | |
| 304 | IWOISHARES RUSSELL | 39 | $11.2M | 0.01% | |
| 305 | DEODIAGEO PLC | 88 | $11.2M | 0.01% | |
| 306 | TRVTRAVELERS COS | 46 | $11.1M | 0.01% | |
| 307 | GLTRABERDEEN PHYSICAL | 100 | $11.0M | 0.01% | |
| 308 | AXPAMERICAN EXPRESS | 36 | $10.7M | 0.01% | |
| 309 | SONYSONY GROUP | 500 | $10.6M | 0.01% | |
| 310 | XYLDGLOBAL X | 250 | $10.5M | 0.01% | |
| 311 | XHBSPDR SERIES | 100 | $10.5M | 0.01% | |
| 312 | MMM3M COMPANY | 80 | $10.3M | 0.01% | |
| 313 | ETRENTERGY CORP | 132 | $10.0M | 0.01% | |
| 314 | TRVCCITIGROUP INC | 141 | $9.9M | 0.01% | |
| 315 | PSXPHILLIPS 66 | 87 | $9.9M | 0.01% | |
| 316 | LNTALLIANT ENERGY | 164 | $9.7M | 0.01% | |
| 317 | ITOTISHARES CORE | 75 | $9.6M | 0.01% | |
| 318 | IAGGISHARES CORE | 193 | $9.6M | 0.01% | |
| 319 | PNQIINVESCO NASDAQ | 200 | $9.3M | 0.01% | |
| 320 | WFCWELLS FARGO | 132 | $9.3M | 0.01% | |
| 321 | LOWLOWES COMPANIES | 37 | $9.1M | 0.01% | |
| 322 | 7HPHP INC | 278 | $9.1M | 0.01% | |
| 323 | HYGISHARES IBOXX | 115 | $9.0M | 0.01% | |
| 324 | PGRPROGRESSIVE CORP | 37 | $8.9M | 0.01% | |
| 325 | VIKVIKING HOLDINGS | 200 | $8.8M | 0.01% | |
| 326 | CPACOPA HOLDINGS | 100 | $8.8M | 0.01% | |
| 327 | RWOSPDR DOW | 205 | $8.8M | 0.01% | |
| 328 | HCIHCI GROUP | 75 | $8.7M | 0.01% | |
| 329 | NSCNORFOLK SOUTHERN | 37 | $8.7M | 0.01% | |
| 330 | DYHTARGET CORP | 64 | $8.7M | 0.01% | |
| 331 | ETNEATON CORP | 26 | $8.6M | 0.01% | |
| 332 | BIDUNBAIDU INC | 100 | $8.4M | 0.01% | |
| 333 | IYWISHARES TECHNOLOGY | 52 | $8.3M | 0.01% | |
| 334 | MFCMANULIFE FINANCIAL | 257 | $7.9M | 0.01% | |
| 335 | CHWYCHEWY INC | 230 | $7.7M | 0.01% | |
| 336 | ONON SEMICONDUCTOR | 119 | $7.5M | 0.01% | |
| 337 | NOWSERVICENOW INC | 7 | $7.4M | 0.01% | |
| 338 | HLFHERBALIFE LTD | 1,100 | $7.4M | 0.01% | |
| 339 | AFWALIGN TECHNOLOGY | 35 | $7.3M | 0.01% | |
| 340 | ADBEADOBE INC | 16 | $7.1M | 0.01% | |
| 341 | BSXBOSTON SCIENTIFIC | 79 | $7.1M | 0.01% | |
| 342 | ROADCONSTRUCTION PARTNERS | 79 | $7.0M | 0.01% | |
| 343 | JVALJPMORGAN US | 158 | $6.8M | 0.00% | |
| 344 | TAT&T INC | 300 | $6.8M | 0.00% | |
| 345 | MUFGMITSUBISHI UFJ | 578 | $6.8M | 0.00% | |
| 346 | VBRVANGUARD SMALL | 34 | $6.7M | 0.00% | |
| 347 | SPGIS&P GLOBAL | 13 | $6.5M | 0.00% | |
| 348 | AMIDEA ARGENT | 189 | $6.5M | 0.00% | |
| 349 | HUMHUMANA INC | 25 | $6.3M | 0.00% | |
| 350 | IVOOVANGUARD S&P | 60 | $6.3M | 0.00% | |
| 351 | DFSDDIMENSIONAL SHORT | 135 | $6.3M | 0.00% | |
| 352 | WPCW P CAREY | 116 | $6.3M | 0.00% | |
| 353 | MURMURPHY OIL | 206 | $6.2M | 0.00% | |
| 354 | JCIJOHNSON CONTROLS | 78 | $6.2M | 0.00% | |
| 355 | KBESPDR S&P | 110 | $6.1M | 0.00% | |
| 356 | HLIHOULIHAN LOKEY | 35 | $6.1M | 0.00% | |
| 357 | UNHUNITEDHEALTH GROUP | 12 | $6.1M | 0.00% | |
| 358 | UBSUBS GROUP | 200 | $6.1M | 0.00% | |
| 359 | CMGCHIPOTLE MEXICAN | 100 | $6.0M | 0.00% | |
| 360 | FTECFIDELITY MSCI | 32 | $5.9M | 0.00% | |
| 361 | AMATAPPLIED MATERIALS | 36 | $5.9M | 0.00% | |
| 362 | COPCONOCOPHILLIPS | 58 | $5.8M | 0.00% | |
| 363 | CAVACAVA GROUP | 50 | $5.6M | 0.00% | |
| 364 | NXJNUVEEN NEW JERSEY | 456 | $5.5M | 0.00% | |
| 365 | CBCHUBB LTD | 20 | $5.5M | 0.00% | |
| 366 | BNDXVANGUARD TOTAL | 111 | $5.4M | 0.00% | |
| 367 | KDKYNDRYL HOLDINGS | 157 | $5.4M | 0.00% | |
| 368 | DOCSDOXIMITY INC | 100 | $5.3M | 0.00% | |
| 369 | VBKVANGUARD SMALL | 19 | $5.3M | 0.00% | |
| 370 | MBBISHARES MBS | 57 | $5.2M | 0.00% | |
| 371 | DFAEDIMENSIONAL EMERGING | 200 | $5.1M | 0.00% | |
| 372 | BMRNBIOMARIN PHARMACEUTICAL | 75 | $4.9M | 0.00% | |
| 373 | CALFPACER U S | 111 | $4.9M | 0.00% | |
| 374 | SNYSANOFI | 101 | $4.9M | 0.00% | |
| 375 | HDBHDFC BANK | 76 | $4.9M | 0.00% | |
| 376 | ALSALLSTATE CORP | 25 | $4.8M | 0.00% | |
| 377 | UNPUNION PACIFIC CORP | 21 | $4.8M | 0.00% | |
| 378 | PLDPROLOGIS INC | 45 | $4.8M | 0.00% | |
| 379 | NTRANATERA INC | 30 | $4.7M | 0.00% | |
| 380 | ORLYO REILLY AUTOMOTIVE | 4 | $4.7M | 0.00% | |
| 381 | JNKSPDR BLOOMBERG | 49 | $4.7M | 0.00% | |
| 382 | DRIDARDEN RESTAURANTS | 25 | $4.7M | 0.00% | |
| 383 | BITBBITWISE BITCOIN | 91 | $4.6M | 0.00% | |
| 384 | KRKROGER CO | 74 | $4.5M | 0.00% | |
| 385 | AWIARMSTRONG WORLD | 32 | $4.5M | 0.00% | |
| 386 | NGGNATIONAL GRID | 75 | $4.5M | 0.00% | |
| 387 | BABOEING COMPANY | 25 | $4.4M | 0.00% | |
| 388 | LUVSOUTHWEST AIRLINES | 131 | $4.4M | 0.00% | |
| 389 | INTUINTUIT INC | 7 | $4.4M | 0.00% | |
| 390 | NEARISHARES SHORT | 87 | $4.4M | 0.00% | |
| 391 | INGING GROEP | 279 | $4.4M | 0.00% | |
| 392 | SNPSSYNOPSYS INC | 9 | $4.4M | 0.00% | |
| 393 | NXPINXP SEMICONDUCTORS | 21 | $4.4M | 0.00% | |
| 394 | KELKELLANOVA | 54 | $4.4M | 0.00% | |
| 395 | ICLNISHARES GLOBAL | 377 | $4.3M | 0.00% | |
| 396 | KKRKKR & CO | 29 | $4.3M | 0.00% | |
| 397 | FCXFREEPORT MCMORAN | 112 | $4.3M | 0.00% | |
| 398 | NOCNORTHROP GRUMMAN | 9 | $4.2M | 0.00% | |
| 399 | CICIGNA GROUP | 15 | $4.1M | 0.00% | |
| 400 | MLMMARTIN MARIETTA | 8 | $4.1M | 0.00% |