MPWM ADVISORY SOLUTIONS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$168.2B
Holdings
534
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (534 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | IBITISHARES BITCOIN | 509 | $33.1M | 0.02% | |
| 202 | ORCLORACLE CORP | 115 | $32.4M | 0.02% | |
| 203 | BABAALIBABA GROUP | 181 | $32.3M | 0.02% | |
| 204 | DBLDOUBLELINE OPPORTUNISTIC | 2,000 | $31.2M | 0.02% | |
| 205 | IEMGISHARES CORE | 466 | $30.7M | 0.02% | |
| 206 | CCOCAMECO CORP | 365 | $30.6M | 0.02% | |
| 207 | MDTMEDTRONIC PLC | 321 | $30.6M | 0.02% | |
| 208 | ELESTEE LAUDER | 328 | $28.9M | 0.02% | |
| 209 | FFORD MOTOR | 2,328 | $27.8M | 0.02% | |
| 210 | CMCSACOMCAST CORP | 877 | $27.5M | 0.02% | |
| 211 | DFAIDIMENSIONAL INTL | 730 | $26.5M | 0.02% | |
| 212 | WMWASTE MANAGEMENT | 120 | $26.5M | 0.02% | |
| 213 | EDCONSOLIDATED EDISON | 261 | $26.2M | 0.02% | |
| 214 | BNDVANGUARD TOTAL | 350 | $26.1M | 0.02% | |
| 215 | BLKBLACKROCK FDG | 22 | $26.0M | 0.02% | |
| 216 | DALDELTA AIRLINES | 453 | $25.7M | 0.02% | |
| 217 | IJTISHARES S&P | 180 | $25.5M | 0.02% | |
| 218 | CSXCSX CORP | 700 | $24.9M | 0.01% | |
| 219 | FNDFSCHWAB FUNDAMENTAL | 570 | $24.5M | 0.01% | |
| 220 | GILDGILEAD SCIENCES | 220 | $24.4M | 0.01% | |
| 221 | ZBRAZEBRA TECHNOLOGIES | 82 | $24.4M | 0.01% | |
| 222 | IWPISHARES RUSSELL | 167 | $23.8M | 0.01% | |
| 223 | BACBANK AMERICA | 454 | $23.4M | 0.01% | |
| 224 | XLFFINANCIAL SELECT | 434 | $23.4M | 0.01% | |
| 225 | SOSOUTHERN COMPANY | 246 | $23.3M | 0.01% | |
| 226 | DUKDUKE ENERGY | 187 | $23.1M | 0.01% | |
| 227 | SHELSHELL PLC | 322 | $23.0M | 0.01% | |
| 228 | PRNINVESCO DORSEY | 133 | $23.0M | 0.01% | |
| 229 | COWZPACER US | 385 | $22.1M | 0.01% | |
| 230 | ABBVABBVIE INC | 93 | $21.6M | 0.01% | |
| 231 | CSCOCISCO SYSTEMS | 313 | $21.4M | 0.01% | |
| 232 | USHYISHARES BROAD | 548 | $20.7M | 0.01% | |
| 233 | IYTISHARES U S | 280 | $20.1M | 0.01% | |
| 234 | PKSTPEAKSTONE REALTY | 1,520 | $19.9M | 0.01% | |
| 235 | DFNMDIMENSIONAL NATIONAL | 412 | $19.8M | 0.01% | |
| 236 | NXENEXGEN ENERGY | 2,170 | $19.4M | 0.01% | |
| 237 | KODKEASTMAN KODAK | 2,900 | $18.6M | 0.01% | |
| 238 | QARPXTRACKERS RUSSELL | 323 | $18.4M | 0.01% | |
| 239 | AMDADVANCED MICRO | 113 | $18.3M | 0.01% | |
| 240 | XONEBONDBLOXX 1 YEAR | 367 | $18.2M | 0.01% | |
| 241 | BXBLACKSTONE INC | 106 | $18.1M | 0.01% | |
| 242 | IWSISHARES RUSS | 129 | $18.0M | 0.01% | |
| 243 | DFAUDIMENSIONAL US | 389 | $17.8M | 0.01% | |
| 244 | LINLINDE PLC | 37 | $17.7M | 0.01% | |
| 245 | CGBLCAPITAL GROUP | 504 | $17.5M | 0.01% | |
| 246 | CGXUCAPITAL GROUP | 586 | $17.4M | 0.01% | |
| 247 | IGPTINVESCO NEXT | 320 | $17.3M | 0.01% | |
| 248 | DGRWWISDOMTREE US | 192 | $17.1M | 0.01% | |
| 249 | FLSPFRANKLIN FTSE | 633 | $16.8M | 0.01% | |
| 250 | GLTRABRDN PHYSICAL | 100 | $16.5M | 0.01% | |
| 251 | MCDMCDONALDS CORP | 54 | $16.5M | 0.01% | |
| 252 | PSCDINVESCO S&P | 146 | $16.3M | 0.01% | |
| 253 | VSSVANGUARD FTSE | 113 | $16.1M | 0.01% | |
| 254 | CMDTPIMCO COMMODITY | 577 | $15.8M | 0.01% | |
| 255 | CRWDCROWDSTRIKE HOLDINGS | 32 | $15.7M | 0.01% | |
| 256 | IJKISHARES S&P | 160 | $15.3M | 0.01% | |
| 257 | AIQGLOBAL X | 309 | $15.3M | 0.01% | |
| 258 | GDGENERAL DYNAMICS | 44 | $15.0M | 0.01% | |
| 259 | SPHDINVESCO S&P | 302 | $14.9M | 0.01% | |
| 260 | SKYYFIRST TRUST | 111 | $14.9M | 0.01% | |
| 261 | SDYSPDR SERIES | 106 | $14.9M | 0.01% | |
| 262 | MDLZMONDELEZ INTERNATIONAL | 238 | $14.9M | 0.01% | |
| 263 | NVONOVO NORDISK | 260 | $14.4M | 0.01% | |
| 264 | SONYSONY GROUP | 500 | $14.4M | 0.01% | |
| 265 | GSLCGOLDMAN SACHS | 109 | $14.2M | 0.01% | |
| 266 | FDLFIRST TRUST | 324 | $14.1M | 0.01% | |
| 267 | DOCUDOCUSIGN INC | 195 | $14.1M | 0.01% | |
| 268 | DISWALT DISNEY | 123 | $14.0M | 0.01% | |
| 269 | CRMSALESFORCE INC | 57 | $13.5M | 0.01% | |
| 270 | ZIONZIONS BANCORPORATION | 232 | $13.2M | 0.01% | |
| 271 | TRVTRAVELERS COS | 46 | $12.8M | 0.01% | |
| 272 | PNQIINVESCO NASDAQ | 230 | $12.8M | 0.01% | |
| 273 | VIKVIKING HOLDINGS | 200 | $12.4M | 0.01% | |
| 274 | ETRENTERGY CORP | 132 | $12.3M | 0.01% | |
| 275 | HDHOME DEPOT | 30 | $12.2M | 0.01% | |
| 276 | SPIBSPDR PORTFOLIO | 345 | $11.7M | 0.01% | |
| 277 | DOWDOW INC | 506 | $11.6M | 0.01% | |
| 278 | NNENANO NUCLEAR | 300 | $11.6M | 0.01% | |
| 279 | QTECFIRST TRUST | 50 | $11.5M | 0.01% | |
| 280 | ETHAISHARES ETHEREUM | 364 | $11.5M | 0.01% | |
| 281 | AVEMAVANTIS EMERGING | 149 | $11.2M | 0.01% | |
| 282 | PSXPHILLIPS 66 | 82 | $11.1M | 0.01% | |
| 283 | RSSTRETURN STACKED | 418 | $11.1M | 0.01% | |
| 284 | LNTALLIANT ENERGY | 164 | $11.1M | 0.01% | |
| 285 | DFAEDIMENSIONAL EMERGING | 350 | $11.0M | 0.01% | |
| 286 | FSIGFIRST TRUST | 572 | $11.0M | 0.01% | |
| 287 | LGOVFIRST TRUST | 500 | $10.9M | 0.01% | |
| 288 | NKENIKE INC | 155 | $10.8M | 0.01% | |
| 289 | PPGPPG INDUSTRIES | 100 | $10.5M | 0.01% | |
| 290 | CTASIMPLIFY MANAGED | 371 | $10.4M | 0.01% | |
| 291 | IYWISHARES TECHNOLOGY | 52 | $10.2M | 0.01% | |
| 292 | DDIVFIRST TRUST | 253 | $10.2M | 0.01% | |
| 293 | DYHTARGET CORP | 112 | $10.0M | 0.01% | |
| 294 | ROADCONSTRUCTION PARTNERS | 79 | $10.0M | 0.01% | |
| 295 | IAGGISHARES CORE | 193 | $9.9M | 0.01% | |
| 296 | PRUPRUDENTIAL FINANCIAL | 95 | $9.9M | 0.01% | |
| 297 | MIGASTRATEGY INC | 30 | $9.7M | 0.01% | |
| 298 | IWOISHARES RUSSELL | 30 | $9.6M | 0.01% | |
| 299 | OKTAOKTA INC | 103 | $9.4M | 0.01% | |
| 300 | ETNEATON CORP | 25 | $9.4M | 0.01% |