MPWM ADVISORY SOLUTIONS, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$137.8B
Holdings
734
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (734 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CSCOCISCO SYSTEMS | 447 | $27.6M | 0.02% | |
| 202 | NSSCNAPCO SECURITY | 1,187 | $27.3M | 0.02% | |
| 203 | LRCXLAM RESEARCH | 370 | $26.9M | 0.02% | |
| 204 | SPLVINVESCO S&P | 350 | $26.2M | 0.02% | |
| 205 | FNDFSCHWAB FUNDAMENTAL | 722 | $26.1M | 0.02% | |
| 206 | AMDADVANCED MICRO | 251 | $25.8M | 0.02% | |
| 207 | FFORD MOTOR | 2,542 | $25.5M | 0.02% | |
| 208 | SHELSHELL PLC | 341 | $25.0M | 0.02% | |
| 209 | GILDGILEAD SCIENCES | 220 | $24.7M | 0.02% | |
| 210 | IBITISHARES BITCOIN | 518 | $24.2M | 0.02% | |
| 211 | NFLXNETFLIX INC | 26 | $24.2M | 0.02% | |
| 212 | USHYISHARES BROAD | 655 | $24.1M | 0.02% | |
| 213 | DISWALT DISNEY | 243 | $23.9M | 0.02% | |
| 214 | QQEWFIRST TRUST | 197 | $23.8M | 0.02% | |
| 215 | CTRACOTERRA ENERGY | 806 | $23.3M | 0.02% | |
| 216 | OIHVANECK OIL | 89 | $23.3M | 0.02% | |
| 217 | DUKDUKE ENERGY | 187 | $22.8M | 0.02% | |
| 218 | DFAIDIMENSIONAL INTL | 730 | $22.8M | 0.02% | |
| 219 | SIVRABERDEEN PHYSICAL | 700 | $22.8M | 0.02% | |
| 220 | NYFISHARES NEW YORK | 430 | $22.6M | 0.02% | |
| 221 | IJTISHARES S&P | 180 | $22.4M | 0.02% | |
| 222 | IDEVISHARES CORE | 318 | $21.9M | 0.02% | |
| 223 | TXNTEXAS INSTRUMENTS | 120 | $21.6M | 0.02% | |
| 224 | LMTLOCKHEED MARTIN | 48 | $21.4M | 0.02% | |
| 225 | GISGENERAL MILLS | 358 | $21.4M | 0.02% | |
| 226 | QARPXTRACKERS RUSSELL | 408 | $21.1M | 0.02% | |
| 227 | PLTRPALANTIR TECHNOLOGIES | 250 | $21.1M | 0.02% | |
| 228 | BLKBLACKROCK FDG | 22 | $20.9M | 0.02% | |
| 229 | PBPINVESCO S&P | 941 | $20.9M | 0.02% | |
| 230 | AIRRFIRST TRUST | 304 | $20.7M | 0.02% | |
| 231 | ACNACCENTURE PLC | 66 | $20.6M | 0.01% | |
| 232 | CRWDCROWDSTRIKE HOLDINGS | 58 | $20.4M | 0.01% | |
| 233 | BACBANK AMERICA | 489 | $20.4M | 0.01% | |
| 234 | ABTABBOTT LABORATORIES | 152 | $20.2M | 0.01% | |
| 235 | PPGPPG INDUSTRIES | 181 | $19.8M | 0.01% | |
| 236 | FLSPFRANKLIN FTSE | 803 | $19.7M | 0.01% | |
| 237 | AJGARTHUR J | 57 | $19.7M | 0.01% | |
| 238 | IWPISHARES RUSSELL | 167 | $19.6M | 0.01% | |
| 239 | DFNMDIMENSIONAL NATIONAL | 412 | $19.6M | 0.01% | |
| 240 | ABBVABBVIE INC | 93 | $19.4M | 0.01% | |
| 241 | CMDTPIMCO COMMODITY | 724 | $19.4M | 0.01% | |
| 242 | OMCOMNICOM GROUP | 232 | $19.2M | 0.01% | |
| 243 | PKSTPEAKSTONE REALTY | 1,520 | $19.2M | 0.01% | |
| 244 | MOALTRIA GROUP | 318 | $19.1M | 0.01% | |
| 245 | NVSNNOVARTIS AG | 171 | $19.1M | 0.01% | |
| 246 | KODKEASTMAN KODAK | 3,000 | $19.0M | 0.01% | |
| 247 | EFVISHARES MSCI | 314 | $18.5M | 0.01% | |
| 248 | ETWEATON VANCE | 2,240 | $18.5M | 0.01% | |
| 249 | AVGOBROADCOM INC | 110 | $18.5M | 0.01% | |
| 250 | RSSTRETURN STACKED | 834 | $18.4M | 0.01% | |
| 251 | PRNINVESCO DORSEY | 133 | $18.3M | 0.01% | |
| 252 | DOCUDOCUSIGN INC | 225 | $18.3M | 0.01% | |
| 253 | XONEBONDBLOXX 1 YEAR | 367 | $18.2M | 0.01% | |
| 254 | PYPLPAYPAL HOLDINGS | 279 | $18.2M | 0.01% | |
| 255 | CGXUCAPITAL GROUP | 742 | $18.2M | 0.01% | |
| 256 | NVONOVO NORDISK | 260 | $18.1M | 0.01% | |
| 257 | AVDLAVADEL PHARMACEUTICALS | 2,300 | $18.0M | 0.01% | |
| 258 | BXBLACKSTONE INC | 126 | $17.6M | 0.01% | |
| 259 | SLYGSPDR SERIES | 212 | $17.6M | 0.01% | |
| 260 | NVDAPUT 7 NVIDIA CORP | 7 | $17.4M | 0.01% | Put |
| 261 | WSOWATSCO INC | 34 | $17.3M | 0.01% | |
| 262 | LINLINDE PLC | 37 | $17.3M | 0.01% | |
| 263 | TFCTRUIST FINANCIAL | 411 | $16.9M | 0.01% | |
| 264 | SPGSIMON PROPERTY | 101 | $16.8M | 0.01% | |
| 265 | VTWOVANGUARD RUSSELL | 206 | $16.6M | 0.01% | |
| 266 | IWSISHARES RUSS | 129 | $16.3M | 0.01% | |
| 267 | MDLZMONDELEZ INTERNATIONAL | 238 | $16.1M | 0.01% | |
| 268 | HESHESS CORP | 100 | $16.0M | 0.01% | |
| 269 | CFGCITIZENS FINANCIAL | 389 | $15.9M | 0.01% | |
| 270 | SBUXSTARBUCKS CORP | 158 | $15.5M | 0.01% | |
| 271 | CVSCVS HEALTH | 226 | $15.3M | 0.01% | |
| 272 | CRMSALESFORCE INC | 57 | $15.3M | 0.01% | |
| 273 | DFAUDIMENSIONAL US | 389 | $15.0M | 0.01% | |
| 274 | GSLCGOLDMAN SACHS | 135 | $14.9M | 0.01% | |
| 275 | GPCGENUINE PARTS | 120 | $14.3M | 0.01% | |
| 276 | PGXINVESCO PFD | 1,273 | $14.3M | 0.01% | |
| 277 | CTASIMPLIFY MANAGED | 481 | $14.2M | 0.01% | |
| 278 | ESEVERSOURCE ENERGY | 218 | $13.5M | 0.01% | |
| 279 | CGBLCAPITAL GROUP | 436 | $13.5M | 0.01% | |
| 280 | PSCDINVESCO S&P | 146 | $13.5M | 0.01% | |
| 281 | IJKISHARES S&P | 160 | $13.3M | 0.01% | |
| 282 | FMHIFIRST TRUST | 276 | $13.2M | 0.01% | |
| 283 | ITWILLINOIS TOOL | 53 | $13.1M | 0.01% | |
| 284 | VSSVANGUARD FTSE | 113 | $13.1M | 0.01% | |
| 285 | IGPTINVESCO NEXT | 320 | $13.0M | 0.01% | |
| 286 | GLTRABRDN PHYSICAL | 100 | $12.9M | 0.01% | |
| 287 | CCOCAMECO CORP | 314 | $12.9M | 0.01% | |
| 288 | VCITVANGUARD INTERMEDIATE | 158 | $12.9M | 0.01% | |
| 289 | SONYSONY GROUP | 500 | $12.7M | 0.01% | |
| 290 | TRVTRAVELERS COS | 46 | $12.2M | 0.01% | |
| 291 | GDGENERAL DYNAMICS | 44 | $12.0M | 0.01% | |
| 292 | BKLNINVESCO SENIOR | 572 | $11.8M | 0.01% | |
| 293 | MMM3M COMPANY | 80 | $11.7M | 0.01% | |
| 294 | AVEMAVANTIS EMERGING | 194 | $11.7M | 0.01% | |
| 295 | SPIBSPDR PORTFOLIO | 345 | $11.5M | 0.01% | |
| 296 | ZIONZIONS BANCORPORATION | 228 | $11.4M | 0.01% | |
| 297 | DGRWWISDOMTREE US | 142 | $11.3M | 0.01% | |
| 298 | ETRENTERGY CORP | 132 | $11.3M | 0.01% | |
| 299 | IWFISHARES RUSSELL | 31 | $11.2M | 0.01% | |
| 300 | PSXPHILLIPS 66 | 87 | $10.8M | 0.01% |