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 |
|---|---|---|---|---|---|
| 301 | PRUPRUDENTIAL FINANCIAL | 95 | $10.6M | 0.01% | |
| 302 | LNTALLIANT ENERGY | 164 | $10.6M | 0.01% | |
| 303 | PGRPROGRESSIVE CORP | 37 | $10.5M | 0.01% | |
| 304 | CMGCHIPOTLE MEXICAN | 200 | $10.0M | 0.01% | |
| 305 | TRVCCITIGROUP INC | 141 | $10.0M | 0.01% | |
| 306 | IWOISHARES RUSSELL | 39 | $10.0M | 0.01% | |
| 307 | XYLDGLOBAL X | 250 | $9.9M | 0.01% | |
| 308 | NKENIKE INC | 153 | $9.7M | 0.01% | |
| 309 | AXPAMERICAN EXPRESS | 36 | $9.7M | 0.01% | |
| 310 | IAGGISHARES CORE | 193 | $9.6M | 0.01% | |
| 311 | WFCWELLS FARGO | 133 | $9.5M | 0.01% | |
| 312 | HLFHERBALIFE LTD | 1,100 | $9.5M | 0.01% | |
| 313 | CPACOPA HOLDINGS | 100 | $9.2M | 0.01% | |
| 314 | DEODIAGEO PLC | 88 | $9.2M | 0.01% | |
| 315 | RWOSPDR DOW | 206 | $9.0M | 0.01% | |
| 316 | PNQIINVESCO NASDAQ | 200 | $8.8M | 0.01% | |
| 317 | NSCNORFOLK SOUTHERN | 37 | $8.8M | 0.01% | |
| 318 | LOWLOWES COMPANIES | 37 | $8.6M | 0.01% | |
| 319 | TAT&T INC | 300 | $8.5M | 0.01% | |
| 320 | TXRHTEXAS ROADHOUSE | 50 | $8.3M | 0.01% | |
| 321 | MFCMANULIFE FINANCIAL | 257 | $8.0M | 0.01% | |
| 322 | BSXBOSTON SCIENTIFIC | 79 | $8.0M | 0.01% | |
| 323 | VIKVIKING HOLDINGS | 200 | $8.0M | 0.01% | |
| 324 | MUFGMITSUBISHI UFJ | 578 | $7.9M | 0.01% | |
| 325 | FDXFEDEX CORP | 31 | $7.6M | 0.01% | |
| 326 | CHWYCHEWY INC | 230 | $7.5M | 0.01% | |
| 327 | TCBITEXAS CAPITAL | 100 | $7.5M | 0.01% | |
| 328 | HCIHCI GROUP | 50 | $7.5M | 0.01% | |
| 329 | WPCW P CAREY | 116 | $7.3M | 0.01% | |
| 330 | IYWISHARES TECHNOLOGY | 52 | $7.3M | 0.01% | |
| 331 | ETNEATON CORP | 26 | $7.1M | 0.01% | |
| 332 | DYHTARGET CORP | 64 | $6.7M | 0.00% | |
| 333 | SPGIS&P GLOBAL | 13 | $6.6M | 0.00% | |
| 334 | JVALJPMORGAN US | 158 | $6.5M | 0.00% | |
| 335 | DFSDDIMENSIONAL SHORT | 135 | $6.4M | 0.00% | |
| 336 | VBRVANGUARD SMALL | 34 | $6.3M | 0.00% | |
| 337 | AIQGLOBAL X | 174 | $6.3M | 0.00% | |
| 338 | NXENEXGEN ENERGY | 1,400 | $6.3M | 0.00% | |
| 339 | UNHUNITEDHEALTH GROUP | 12 | $6.3M | 0.00% | |
| 340 | ADBEADOBE INC | 16 | $6.1M | 0.00% | |
| 341 | UBSUBS GROUP | 200 | $6.1M | 0.00% | |
| 342 | COPCONOCOPHILLIPS | 58 | $6.1M | 0.00% | |
| 343 | CBCHUBB LTD | 20 | $6.0M | 0.00% | |
| 344 | ITOTISHARES CORE | 49 | $6.0M | 0.00% | |
| 345 | AMIDARGENT MID | 189 | $6.0M | 0.00% | |
| 346 | DWDMORGAN STANLEY | 51 | $6.0M | 0.00% | |
| 347 | MURMURPHY OIL | 209 | $5.9M | 0.00% | |
| 348 | IVOOVANGUARD S&P | 60 | $5.9M | 0.00% | |
| 349 | DOCSDOXIMITY INC | 100 | $5.8M | 0.00% | |
| 350 | ORLYO REILLY AUTOMOTIVE | 4 | $5.7M | 0.00% | |
| 351 | ROADCONSTRUCTION PARTNERS | 79 | $5.7M | 0.00% | |
| 352 | HLIHOULIHAN LOKEY | 35 | $5.7M | 0.00% | |
| 353 | SNYSANOFI | 101 | $5.6M | 0.00% | |
| 354 | NOWSERVICENOW INC | 7 | $5.6M | 0.00% | |
| 355 | AFWALIGN TECHNOLOGY | 35 | $5.6M | 0.00% | |
| 356 | INGING GROEP | 279 | $5.5M | 0.00% | |
| 357 | NXJNUVEEN NEW JERSEY | 462 | $5.4M | 0.00% | |
| 358 | BNDXVANGUARD TOTAL | 111 | $5.4M | 0.00% | |
| 359 | MBBISHARES MBS | 57 | $5.3M | 0.00% | |
| 360 | BMRNBIOMARIN PHARMACEUTICAL | 75 | $5.3M | 0.00% | |
| 361 | AMATAPPLIED MATERIALS | 36 | $5.2M | 0.00% | |
| 362 | DRIDARDEN RESTAURANTS | 25 | $5.2M | 0.00% | |
| 363 | FTECFIDELITY MSCI | 32 | $5.2M | 0.00% | |
| 364 | DFAEDIMENSIONAL EMERGING | 200 | $5.2M | 0.00% | |
| 365 | ALSALLSTATE CORP | 25 | $5.2M | 0.00% | |
| 366 | HDBHDFC BANK | 76 | $5.0M | 0.00% | |
| 367 | PLDPROLOGIS INC | 45 | $5.0M | 0.00% | |
| 368 | KRKROGER CO | 74 | $5.0M | 0.00% | |
| 369 | CICIGNA GROUP | 15 | $4.9M | 0.00% | |
| 370 | NGGNATIONAL GRID | 75 | $4.9M | 0.00% | |
| 371 | ONON SEMICONDUCTOR | 119 | $4.8M | 0.00% | |
| 372 | KDKYNDRYL HOLDINGS | 153 | $4.8M | 0.00% | |
| 373 | VBKVANGUARD SMALL | 19 | $4.8M | 0.00% | |
| 374 | MCKMCKESSON CORP | 7 | $4.7M | 0.00% | |
| 375 | JNKSPDR BLOOMBERG | 49 | $4.7M | 0.00% | |
| 376 | NOCNORTHROP GRUMMAN | 9 | $4.6M | 0.00% | |
| 377 | AWIARMSTRONG WORLD | 32 | $4.5M | 0.00% | |
| 378 | UNPUNION PACIFIC CORP | 19 | $4.5M | 0.00% | |
| 379 | KELKELLANOVA | 54 | $4.5M | 0.00% | |
| 380 | TTENTOTALENERGIES SE | 69 | $4.5M | 0.00% | |
| 381 | NEARISHARES SHORT | 88 | $4.5M | 0.00% | |
| 382 | CVLGCOVENANT LOGISTICS | 200 | $4.4M | 0.00% | |
| 383 | ICLNISHARES GLOBAL | 377 | $4.3M | 0.00% | |
| 384 | INTUINTUIT INC | 7 | $4.3M | 0.00% | |
| 385 | XOMEXXON MOBIL | 36 | $4.3M | 0.00% | |
| 386 | NTRANATERA INC | 30 | $4.2M | 0.00% | |
| 387 | FCXFREEPORT MCMORAN | 112 | $4.2M | 0.00% | |
| 388 | CALFPACER U S | 111 | $4.2M | 0.00% | |
| 389 | BITBBITWISE BITCOIN | 91 | $4.1M | 0.00% | |
| 390 | NXPINXP SEMICONDUCTORS | 21 | $4.0M | 0.00% | |
| 391 | PRIPRIMERICA INC | 14 | $4.0M | 0.00% | |
| 392 | UBERUBER TECHNOLOGIES | 54 | $3.9M | 0.00% | |
| 393 | RBCRBC BEARINGS | 12 | $3.9M | 0.00% | |
| 394 | SNPSSYNOPSYS INC | 9 | $3.9M | 0.00% | |
| 395 | SHWSHERWIN WILLIAMS | 11 | $3.8M | 0.00% | |
| 396 | MLMMARTIN MARIETTA | 8 | $3.8M | 0.00% | |
| 397 | NRANRG ENERGY | 40 | $3.8M | 0.00% | |
| 398 | TJXTJX COS | 31 | $3.8M | 0.00% | |
| 399 | STNESTONECO LTD | 360 | $3.8M | 0.00% | |
| 400 | MCOMOODYS CORP | 8 | $3.7M | 0.00% |