MPWM ADVISORY SOLUTIONS, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$158.1B
Holdings
532
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (532 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | IAGGISHARES CORE | 193 | $9.9M | 0.01% | |
| 302 | FROFRONTLINE PLC | 600 | $9.8M | 0.01% | |
| 303 | CHWYCHEWY INC | 230 | $9.8M | 0.01% | |
| 304 | XYLDGLOBAL X | 250 | $9.7M | 0.01% | |
| 305 | NXENEXGEN ENERGY | 1,400 | $9.7M | 0.01% | |
| 306 | PSXPHILLIPS 66 | 81 | $9.7M | 0.01% | |
| 307 | DDIVFIRST TRUST | 253 | $9.7M | 0.01% | |
| 308 | HLFHERBALIFE LTD | 1,100 | $9.5M | 0.01% | |
| 309 | NSCNORFOLK SOUTHERN | 37 | $9.5M | 0.01% | |
| 310 | TXRHTEXAS ROADHOUSE | 50 | $9.4M | 0.01% | |
| 311 | AIQGLOBAL X | 209 | $9.1M | 0.01% | |
| 312 | IYWISHARES TECHNOLOGY | 52 | $9.0M | 0.01% | |
| 313 | ETNEATON CORP | 25 | $8.9M | 0.01% | |
| 314 | CGDGCAPITAL GROUP | 262 | $8.8M | 0.01% | |
| 315 | WFCWELLS FARGO | 109 | $8.7M | 0.01% | |
| 316 | RWOSPDR DOW | 191 | $8.4M | 0.01% | |
| 317 | ROADCONSTRUCTION PARTNERS | 79 | $8.4M | 0.01% | |
| 318 | XLCCOMMUNICATION SERVICES | 76 | $8.2M | 0.01% | |
| 319 | MFCMANULIFE FINANCIAL | 257 | $8.2M | 0.01% | |
| 320 | LOWLOWES COMPANIES | 37 | $8.2M | 0.01% | |
| 321 | TCBITEXAS CAPITAL | 100 | $7.9M | 0.01% | |
| 322 | MUFGMITSUBISHI UFJ | 578 | $7.9M | 0.01% | |
| 323 | CSCOCISCO SYSTEMS | 113 | $7.8M | 0.00% | |
| 324 | HCIHCI GROUP | 50 | $7.6M | 0.00% | |
| 325 | DWDMORGAN STANLEY | 51 | $7.2M | 0.00% | |
| 326 | JVALJPMORGAN US | 158 | $7.0M | 0.00% | |
| 327 | WPCW P CAREY | 109 | $6.8M | 0.00% | |
| 328 | UBSUBS GROUP | 200 | $6.8M | 0.00% | |
| 329 | AXPAMERICAN EXPRESS | 21 | $6.7M | 0.00% | |
| 330 | AFWALIGN TECHNOLOGY | 35 | $6.6M | 0.00% | |
| 331 | KDKYNDRYL HOLDINGS | 153 | $6.4M | 0.00% | |
| 332 | FTECFIDELITY MSCI | 32 | $6.3M | 0.00% | |
| 333 | IVOOVANGUARD S&P | 60 | $6.3M | 0.00% | |
| 334 | HLIHOULIHAN LOKEY | 35 | $6.3M | 0.00% | |
| 335 | AMIDARGENT MID | 189 | $6.3M | 0.00% | |
| 336 | DNPDNP SELECT | 640 | $6.3M | 0.00% | |
| 337 | NOWSERVICENOW INC | 6 | $6.2M | 0.00% | |
| 338 | INGING GROEP | 279 | $6.1M | 0.00% | |
| 339 | HDBHDFC BANK | 76 | $5.8M | 0.00% | |
| 340 | BSXBOSTON SCIENTIFIC | 54 | $5.8M | 0.00% | |
| 341 | CBCHUBB LTD | 20 | $5.8M | 0.00% | |
| 342 | DFAEDIMENSIONAL EMERGING | 200 | $5.8M | 0.00% | |
| 343 | STNESTONECO LTD | 360 | $5.8M | 0.00% | |
| 344 | FDXFEDEX CORP | 25 | $5.7M | 0.00% | |
| 345 | INTUINTUIT INC | 7 | $5.5M | 0.00% | |
| 346 | BNDXVANGUARD TOTAL | 111 | $5.5M | 0.00% | |
| 347 | ORLYO REILLY AUTOMOTIVE | 60 | $5.4M | 0.00% | |
| 348 | MBBISHARES MBS | 57 | $5.4M | 0.00% | |
| 349 | NXJNUVEEN NEW JERSEY | 471 | $5.3M | 0.00% | |
| 350 | BITBBITWISE BITCOIN | 91 | $5.3M | 0.00% | |
| 351 | WSOWATSCO INC | 12 | $5.3M | 0.00% | |
| 352 | ONON SEMICONDUCTOR | 100 | $5.2M | 0.00% | |
| 353 | DRIDARDEN RESTAURANTS | 24 | $5.2M | 0.00% | |
| 354 | CGDGCAPITAL GROUP | 128 | $5.1M | 0.00% | |
| 355 | ADBEADOBE INC | 13 | $5.0M | 0.00% | |
| 356 | CICIGNA GROUP | 15 | $5.0M | 0.00% | |
| 357 | ICLNISHARES GLOBAL | 377 | $4.9M | 0.00% | |
| 358 | TRVCCITIGROUP INC | 57 | $4.9M | 0.00% | |
| 359 | CVLGCOVENANT LOGISTICS | 200 | $4.8M | 0.00% | |
| 360 | MURMURPHY OIL | 212 | $4.8M | 0.00% | |
| 361 | JNKSPDR BLOOMBERG | 49 | $4.8M | 0.00% | |
| 362 | PLDPROLOGIS INC | 45 | $4.7M | 0.00% | |
| 363 | PFFISHARES PFD | 151 | $4.6M | 0.00% | |
| 364 | RBCRBC BEARINGS | 12 | $4.6M | 0.00% | |
| 365 | SNPSSYNOPSYS INC | 9 | $4.6M | 0.00% | |
| 366 | NXPINXP SEMICONDUCTORS | 21 | $4.6M | 0.00% | |
| 367 | NEARISHARES SHORT | 89 | $4.5M | 0.00% | |
| 368 | NOCNORTHROP GRUMMAN | 9 | $4.5M | 0.00% | |
| 369 | TAT&T INC | 155 | $4.5M | 0.00% | |
| 370 | AWIARMSTRONG WORLD | 27 | $4.4M | 0.00% | |
| 371 | UNPUNION PACIFIC CORP | 19 | $4.4M | 0.00% | |
| 372 | ISIIONIS PHARMACEUTICALS | 110 | $4.3M | 0.00% | |
| 373 | KELKELLANOVA | 55 | $4.3M | 0.00% | |
| 374 | CAKECHEESECAKE FACTORY | 69 | $4.3M | 0.00% | |
| 375 | PGRPROGRESSIVE CORP | 16 | $4.3M | 0.00% | |
| 376 | TTENTOTALENERGIES SE | 69 | $4.2M | 0.00% | |
| 377 | ABTABBOTT LABORATORIES | 31 | $4.2M | 0.00% | |
| 378 | BMRNBIOMARIN PHARMACEUTICAL | 75 | $4.1M | 0.00% | |
| 379 | IONQIONQ INC | 95 | $4.1M | 0.00% | |
| 380 | MCOMOODYS CORP | 8 | $4.0M | 0.00% | |
| 381 | SNYSANOFI | 83 | $4.0M | 0.00% | |
| 382 | COPCONOCOPHILLIPS | 44 | $3.9M | 0.00% | |
| 383 | XOMEXXON MOBIL | 36 | $3.9M | 0.00% | |
| 384 | VRTVERTIV HOLDINGS | 30 | $3.9M | 0.00% | |
| 385 | AJGARTHUR J | 12 | $3.8M | 0.00% | |
| 386 | PRIPRIMERICA INC | 14 | $3.8M | 0.00% | |
| 387 | TJXTJX COS | 31 | $3.8M | 0.00% | |
| 388 | SHWSHERWIN WILLIAMS | 11 | $3.8M | 0.00% | |
| 389 | EE N I SPA | 114 | $3.7M | 0.00% | |
| 390 | MCKMCKESSON CORP | 5 | $3.7M | 0.00% | |
| 391 | FCXFREEPORT MCMORAN | 84 | $3.6M | 0.00% | |
| 392 | JCIJOHNSON CONTROLS | 33 | $3.5M | 0.00% | |
| 393 | NNENANO NUCLEAR | 100 | $3.4M | 0.00% | |
| 394 | UNHUNITEDHEALTH GROUP | 11 | $3.4M | 0.00% | |
| 395 | BMTABRITISH AMERN | 72 | $3.4M | 0.00% | |
| 396 | ROPROPER TECHNOLOGIES | 6 | $3.4M | 0.00% | |
| 397 | CMECME GROUP | 12 | $3.3M | 0.00% | |
| 398 | MLMMARTIN MARIETTA | 6 | $3.3M | 0.00% | |
| 399 | PANWPALO ALTO | 16 | $3.3M | 0.00% | |
| 400 | BABOEING COMPANY | 15 | $3.1M | 0.00% |