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 |
|---|---|---|---|---|---|
| 301 | CMGCHIPOTLE MEXICAN | 238 | $9.3M | 0.01% | |
| 302 | LOWLOWES COMPANIES | 37 | $9.3M | 0.01% | |
| 303 | HLFHERBALIFE LTD | 1,100 | $9.3M | 0.01% | |
| 304 | MUFGMITSUBISHI UFJ | 578 | $9.2M | 0.01% | |
| 305 | SPYGSPDR PORTFOLIO | 88 | $9.2M | 0.01% | |
| 306 | WFCWELLS FARGO | 109 | $9.1M | 0.01% | |
| 307 | CGDGCAPITAL GROUP | 262 | $9.1M | 0.01% | |
| 308 | RWOSPDR DOW | 193 | $8.8M | 0.01% | |
| 309 | TCBITEXAS CAPITAL | 100 | $8.5M | 0.01% | |
| 310 | VCITVANGUARD INTERMEDIATE | 100 | $8.4M | 0.00% | |
| 311 | TXRHTEXAS ROADHOUSE | 50 | $8.3M | 0.00% | |
| 312 | UBSUBS GROUP | 200 | $8.2M | 0.00% | |
| 313 | DWDMORGAN STANLEY | 51 | $8.1M | 0.00% | |
| 314 | CHWYCHEWY INC | 200 | $8.1M | 0.00% | |
| 315 | MFCMANULIFE FINANCIAL | 260 | $8.1M | 0.00% | |
| 316 | SCHDSCHWAB US | 270 | $7.4M | 0.00% | |
| 317 | AMATAPPLIED MATERIALS | 36 | $7.4M | 0.00% | |
| 318 | WPCW P CAREY | 109 | $7.4M | 0.00% | |
| 319 | HLIHOULIHAN LOKEY | 35 | $7.2M | 0.00% | |
| 320 | FTECFIDELITY MSCI | 32 | $7.2M | 0.00% | |
| 321 | HYDVANECK HIGH | 139 | $7.1M | 0.00% | |
| 322 | AXPAMERICAN EXPRESS | 21 | $7.0M | 0.00% | |
| 323 | STNESTONECO LTD | 360 | $6.8M | 0.00% | |
| 324 | ARKQARK AUTONOMOUS | 60 | $6.7M | 0.00% | |
| 325 | ORLYO REILLY AUTOMOTIVE | 60 | $6.5M | 0.00% | |
| 326 | AMIDARGENT MID | 189 | $6.4M | 0.00% | |
| 327 | DNPDNP SELECT | 640 | $6.4M | 0.00% | |
| 328 | MURMURPHY OIL | 215 | $6.1M | 0.00% | |
| 329 | NXJNUVEEN NEW JERSEY | 481 | $6.0M | 0.00% | |
| 330 | FDXFEDEX CORP | 25 | $5.9M | 0.00% | |
| 331 | IONQIONQ INC | 95 | $5.8M | 0.00% | |
| 332 | ICLNISHARES GLOBAL | 377 | $5.8M | 0.00% | |
| 333 | TRVCCITIGROUP INC | 57 | $5.8M | 0.00% | |
| 334 | BITBBITWISE BITCOIN | 91 | $5.7M | 0.00% | |
| 335 | CBCHUBB LTD | 20 | $5.6M | 0.00% | |
| 336 | NOWSERVICENOW INC | 6 | $5.5M | 0.00% | |
| 337 | BNDXVANGUARD TOTAL | 111 | $5.5M | 0.00% | |
| 338 | NOCNORTHROP GRUMMAN | 9 | $5.5M | 0.00% | |
| 339 | CGDGCAPITAL GROUP | 128 | $5.4M | 0.00% | |
| 340 | AWIARMSTRONG WORLD | 27 | $5.3M | 0.00% | |
| 341 | BSXBOSTON SCIENTIFIC | 54 | $5.3M | 0.00% | |
| 342 | HDBHDFC BANK | 152 | $5.2M | 0.00% | |
| 343 | FMHIFIRST TRUST | 104 | $4.9M | 0.00% | |
| 344 | ONON SEMICONDUCTOR | 100 | $4.9M | 0.00% | |
| 345 | XYLDGLOBAL X | 125 | $4.9M | 0.00% | |
| 346 | WSOWATSCO INC | 12 | $4.9M | 0.00% | |
| 347 | NXPINXP SEMICONDUCTORS | 21 | $4.8M | 0.00% | |
| 348 | INTUINTUIT INC | 7 | $4.8M | 0.00% | |
| 349 | RBCRBC BEARINGS | 12 | $4.7M | 0.00% | |
| 350 | KDKYNDRYL HOLDINGS | 153 | $4.6M | 0.00% | |
| 351 | NEARISHARES SHORT | 90 | $4.6M | 0.00% | |
| 352 | DRIDARDEN RESTAURANTS | 24 | $4.6M | 0.00% | |
| 353 | VRTVERTIV HOLDINGS | 30 | $4.5M | 0.00% | |
| 354 | KELKELLANOVA | 55 | $4.5M | 0.00% | |
| 355 | UNPUNION PACIFIC CORP | 19 | $4.5M | 0.00% | |
| 356 | TJXTJX COS | 31 | $4.5M | 0.00% | |
| 357 | SNPSSYNOPSYS INC | 9 | $4.4M | 0.00% | |
| 358 | AFWALIGN TECHNOLOGY | 35 | $4.4M | 0.00% | |
| 359 | JVALJPMORGAN US | 92 | $4.4M | 0.00% | |
| 360 | CVLGCOVENANT LOGISTICS | 200 | $4.3M | 0.00% | |
| 361 | CICIGNA GROUP | 15 | $4.3M | 0.00% | |
| 362 | COPCONOCOPHILLIPS | 44 | $4.2M | 0.00% | |
| 363 | ABTABBOTT LABORATORIES | 31 | $4.2M | 0.00% | |
| 364 | TTENTOTALENERGIES SE | 69 | $4.1M | 0.00% | |
| 365 | BMRNBIOMARIN PHARMACEUTICAL | 75 | $4.1M | 0.00% | |
| 366 | XOMEXXON MOBIL | 36 | $4.1M | 0.00% | |
| 367 | EE N I SPA | 114 | $4.0M | 0.00% | |
| 368 | PGRPROGRESSIVE CORP | 16 | $4.0M | 0.00% | |
| 369 | ACNACCENTURE PLC | 16 | $3.9M | 0.00% | |
| 370 | SNYSANOFI | 83 | $3.9M | 0.00% | |
| 371 | PRIPRIMERICA INC | 14 | $3.9M | 0.00% | |
| 372 | MCKMCKESSON CORP | 5 | $3.9M | 0.00% | |
| 373 | BMTABRITISH AMERN | 72 | $3.8M | 0.00% | |
| 374 | MCOMOODYS CORP | 8 | $3.8M | 0.00% | |
| 375 | SHWSHERWIN WILLIAMS | 11 | $3.8M | 0.00% | |
| 376 | MLMMARTIN MARIETTA | 6 | $3.8M | 0.00% | |
| 377 | CAKECHEESECAKE FACTORY | 69 | $3.8M | 0.00% | |
| 378 | AJGARTHUR J | 12 | $3.7M | 0.00% | |
| 379 | TAT&T INC | 132 | $3.7M | 0.00% | |
| 380 | JCIJOHNSON CONTROLS | 33 | $3.6M | 0.00% | |
| 381 | CGUSCAPITAL GROUP | 91 | $3.6M | 0.00% | |
| 382 | OIHVANECK OIL | 13 | $3.4M | 0.00% | |
| 383 | MARMARRIOTT INTL | 13 | $3.4M | 0.00% | |
| 384 | FCXFREEPORT MCMORAN | 84 | $3.3M | 0.00% | |
| 385 | SMHVANECK SEMICONDUCTOR | 10 | $3.3M | 0.00% | |
| 386 | CMECME GROUP | 12 | $3.2M | 0.00% | |
| 387 | BABOEING COMPANY | 15 | $3.2M | 0.00% | |
| 388 | VOTVANGUARD MID | 11 | $3.2M | 0.00% | |
| 389 | EWJISHARES MSCI | 40 | $3.2M | 0.00% | |
| 390 | IHGINTERCONTINENTAL HOTELS | 25 | $3.0M | 0.00% | |
| 391 | ROPROPER TECHNOLOGIES | 6 | $3.0M | 0.00% | |
| 392 | HLMNHILLMAN SOLUTIONS | 320 | $2.9M | 0.00% | |
| 393 | MBBISHARES MBS | 30 | $2.9M | 0.00% | |
| 394 | TSCOTRACTOR SUPPLY | 50 | $2.8M | 0.00% | |
| 395 | COWGPACER US | 78 | $2.8M | 0.00% | |
| 396 | AMEAMETEK INC | 15 | $2.8M | 0.00% | |
| 397 | FIWFIRST TRUST | 25 | $2.8M | 0.00% | |
| 398 | MDYGSPDR SERIES | 30 | $2.7M | 0.00% | |
| 399 | GEGE AEROSPACE | 9 | $2.6M | 0.00% | |
| 400 | ZTSZOETIS INC | 18 | $2.6M | 0.00% |