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Mpwm Advisory Solutions

Latest statistics and disclosures from Mpwm Advisory Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SPTM, QQQ, SPTL, QQQM, and represent 43.79% of Mpwm Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: SCHO, MRVL, BMNR, BIL, SPTM, XLV, PULS, QQQ, CRWV, MGC.
Started 38 new stock positions in FNDE, SCHH, BMNR, CRWV, SMBS, SBUX, OUNZ, HYLB, ETHA, COF.
Reduced shares in these 10 stocks: SGOV, INDA, TFLO, NVDA, PIN, QQQM, SPTL, UAL, UCON, XYZ.
Sold out of its positions in AMT, CWH, CCL, COIN, EXG, FNCL, FXN, FXH, FTXO, FMF.
Mpwm Advisory Solutions was a net buyer of stock by $489.073800.
Mpwm Advisory Solutions has $168M in assets under management (AUM), dropping by 6.46%.
Central Index Key (CIK): 0002056693

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Positions held by Mpwm Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mpwm Advisory Solutions

Mpwm Advisory Solutions holds 534 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Mpwm Advisory Solutions has 534 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mpwm Advisory Solutions Sept. 30, 2025 positions
Download the Mpwm Advisory Solutions September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
SPDR S&P MF Closed and MF Open (SPY)	21.9	$37M		55k	666.17	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	9.6	$16M		199k	80.65	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	4.8	$8.1M	+2%	14k	600.37	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	3.8	$6.4M	-2%	239k	26.95	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	3.6	$6.1M	-3%	25k	247.12	View chart
Innovator Equity MF Closed and MF Open (SFLR)	3.2	$5.4M		150k	36.03	View chart
Industrial Select MF Closed and MF Open (XLI)	2.6	$4.4M		29k	154.23	View chart
Dimensional Us MF Closed and MF Open (DFUS)	2.5	$4.1M		57k	72.44	View chart
Ishares Russell MF Closed and MF Open (IWM)	2.1	$3.5M		14k	241.97	View chart
Victoryshares Us MF Closed and MF Open (CDL)	2.0	$3.4M		49k	69.59	View chart
Ishares Msci MF Closed and MF Open (INDA)	2.0	$3.3M	-13%	64k	52.06	View chart
First Trust MF Closed and MF Open (BUFQ)	1.8	$3.1M	+2%	89k	34.84	View chart
Vaneck Clo MF Closed and MF Open (CLOI)	1.7	$2.8M		53k	53.10	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	1.5	$2.6M	-12%	51k	50.59	View chart
First Trust MF Closed and MF Open (SDVY)	1.5	$2.5M		67k	38.02	View chart
Apple Common Stock (AAPL)	1.4	$2.4M		9.5k	254.64	View chart
First Trust MF Closed and MF Open (CIBR)	1.3	$2.2M	+6%	30k	76.01	View chart
Nvidia Corp Common Stock (NVDA)	1.3	$2.1M	-10%	12k	186.58	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	1.3	$2.1M		38k	55.33	View chart
Ishares Core MF Closed and MF Open (IJH)	1.0	$1.7M	+3%	26k	65.26	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.9	$1.5M	+7%	15k	100.69	View chart
Vanguard Mega MF Closed and MF Open (MGC)	0.8	$1.4M	+12%	5.7k	244.08	View chart
Amazon Common Stock (AMZN)	0.7	$1.2M	+8%	5.6k	219.57	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.7	$1.2M		3.6k	328.19	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.7	$1.1M	-4%	103k	11.10	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.6	$1.1M	+1276%	43k	24.40	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.6	$1.0M	+4%	3.6k	293.74	View chart
First Trust MF Closed and MF Open (UCON)	0.6	$1.0M	-15%	41k	25.19	View chart
Alphabet Common Stock (GOOG)	0.6	$952k		3.9k	243.56	View chart
Dimensional Intl MF Closed and MF Open (DFIV)	0.5	$906k		20k	46.12	View chart
Meta Platforms Common Stock (META)	0.5	$856k		1.2k	734.47	View chart
Alerian M MF Closed and MF Open (AMLP)	0.5	$854k	+5%	18k	46.93	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$850k		1.6k	517.88	View chart
Vaneck P MF Closed and MF Open (PFXF)	0.5	$820k		46k	17.77	View chart
First Trust MF Closed and MF Open (FTC)	0.5	$820k		5.1k	160.66	View chart
First Trust MF Closed and MF Open (FTA)	0.5	$794k		9.5k	83.33	View chart
Visa Common Stock (V)	0.5	$760k		2.2k	341.41	View chart
Innovator Etfs MF Closed and MF Open (BUFF)	0.4	$750k		15k	48.86	View chart
American Century MF Closed and MF Open (QGRO)	0.4	$727k		6.4k	114.41	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.4	$682k	-55%	6.8k	100.70	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.4	$646k		1.6k	402.42	View chart
Vanguard Small MF Closed and MF Open (VB)	0.4	$625k		2.5k	254.28	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.4	$620k		16k	38.57	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$600k	+5%	3.2k	185.42	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.3	$546k	-22%	892.00	612.43	View chart
West Pharmaceutical Common Stock (WST)	0.3	$545k		2.1k	262.33	View chart
Spdr Euro MF Closed and MF Open (FEZ)	0.3	$541k	+21%	8.7k	62.12	View chart
First Trust MF Closed and MF Open (FDT)	0.3	$535k		7.1k	75.37	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.3	$510k	+87%	10k	49.83	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.3	$509k		10k	50.73	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.3	$493k	-5%	11k	44.69	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.3	$471k	+2%	5.0k	95.20	View chart
Alphabet Common Stock (GOOGL)	0.3	$465k		1.9k	243.08	View chart
Dimensional Us MF Closed and MF Open (DFAS)	0.3	$460k		6.7k	68.46	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.3	$459k		5.0k	90.98	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	0.3	$446k	-10%	8.7k	51.50	View chart
Technology Select MF Closed and MF Open (XLK)	0.2	$420k		1.5k	281.83	View chart
Marvell Technology Common Stock (MRVL)	0.2	$417k	+2378%	5.0k	84.07	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.2	$413k	+311%	4.5k	91.75	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.2	$405k		1.1k	365.56	View chart
First Trust MF Closed and MF Open (FVD)	0.2	$399k		8.6k	46.24	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.2	$384k	+26%	4.9k	78.09	View chart
Ishares Core MF Closed and MF Open (AGG)	0.2	$375k	+13%	3.7k	100.25	View chart
First Trust MF Closed and MF Open (FTCS)	0.2	$374k		4.0k	93.64	View chart
Capital Group MF Closed and MF Open (CGGR)	0.2	$369k	+6%	8.4k	43.92	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.2	$363k	-3%	12k	31.38	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$363k		5.4k	67.26	View chart
Tesla Common Stock (TSLA)	0.2	$355k	+32%	799.00	444.72	View chart
Bitmine Immersion Common Stock (BMNR)	0.2	$334k	NEW	6.4k	51.93	View chart
Intl Business Common Stock (IBM)	0.2	$327k		1.2k	282.23	View chart
First Trust MF Closed and MF Open (FEP)	0.2	$319k		6.2k	51.19	View chart
Spdr Gold Common Stock (GLD)	0.2	$315k	+12%	885.00	355.47	View chart
U S Treasury MF Closed and MF Open (TBIL)	0.2	$304k	-15%	6.1k	50.00	View chart
Dimensional Intl MF Closed and MF Open (DFIC)	0.2	$293k	+11%	8.9k	32.79	View chart
Vanguard Large MF Closed and MF Open (VV)	0.2	$289k		938.00	307.86	View chart
First Trust MF Closed and MF Open (LMBS)	0.2	$286k		5.8k	49.79	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$275k		547.00	502.73	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.2	$270k	+96950%	1.9k	139.17	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$262k		4.4k	59.93	View chart
Nextera Energy Common Stock (NEE)	0.2	$255k		3.4k	75.49	View chart
Arista Networks Common Stock (ANET)	0.1	$239k		1.6k	145.71	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$224k		1.6k	140.95	View chart
Western Union Common Stock (WU)	0.1	$220k	+85%	28k	7.99	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$215k	-3%	768.00	279.84	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$209k		2.1k	98.59	View chart
Chevron Corp Common Stock (CVX)	0.1	$208k		1.3k	155.33	View chart
Verizon Communications Common Stock (VZ)	0.1	$207k		4.7k	43.95	View chart
Coreweave Common Stock (CRWV)	0.1	$199k	NEW	1.5k	136.85	View chart
First Trust MF Closed and MF Open (FNX)	0.1	$195k		1.6k	125.41	View chart
Eli Lilly Common Stock (LLY)	0.1	$193k	+11%	253.00	764.40	View chart
Viking Therapeutics Common Stock (VKTX)	0.1	$190k	-4%	7.2k	26.28	View chart
General Motors Common Stock (GM)	0.1	$187k	-38%	3.1k	60.97	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$178k		2.0k	89.38	View chart
Nuveen Dynamic MF Closed and MF Open (NDMO)	0.1	$158k		15k	10.39	View chart
Merck & Company Common Stock (MRK)	0.1	$150k	+483%	1.8k	83.93	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.1	$150k		1.1k	131.24	View chart
First Trust MF Closed and MF Open (FEM)	0.1	$144k	-7%	5.3k	27.10	View chart
Victoryshares Core MF Closed and MF Open (UITB)	0.1	$143k	-23%	3.0k	47.52	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$133k		1.5k	87.31	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$132k		1.1k	120.72	View chart
Capital Group MF Closed and MF Open (CGSD)	0.1	$131k	-24%	5.0k	25.98	View chart
Ishares Core MF Closed and MF Open (IVV)	0.1	$128k	+9%	191.00	670.06	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$126k	+25%	665.00	189.71	View chart
Schwab Fundamental MF Closed and MF Open (FNDE)	0.1	$124k	NEW	3.4k	36.16	View chart
First Horizon Common Stock (FHN)	0.1	$121k	-18%	5.4k	22.61	View chart
Pfizer Common Stock (PFE)	0.1	$121k	-24%	4.7k	25.48	View chart
Cadence Design Common Stock (CDNS)	0.1	$117k	-6%	333.00	351.26	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.1	$112k		2.2k	50.75	View chart
Norwegian Cruise Common Stock (NCLH)	0.1	$110k	+12%	4.5k	24.63	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$109k		1.0k	104.96	View chart
Doubleline Yield MF Closed and MF Open (DLY)	0.1	$108k	-33%	7.2k	15.08	View chart
Guggenheim Strategic MF Closed and MF Open (GOF)	0.1	$105k		7.0k	14.98	View chart
United Airlines Common Stock (UAL)	0.1	$104k	-65%	1.1k	96.50	View chart
Capital One Common Stock (COF)	0.1	$99k	NEW	465.00	212.58	View chart
Invesco S&p MF Closed and MF Open (SPHB)	0.1	$98k		889.00	109.74	View chart
First Trust MF Closed and MF Open (FNY)	0.1	$96k	+9%	1.0k	91.61	View chart
Dimensional Short MF Closed and MF Open (DFSD)	0.1	$95k		2.0k	48.19	View chart
First Trust MF Closed and MF Open (FTSL)	0.1	$94k		2.0k	45.84	View chart
Walmart Common Stock (WMT)	0.1	$93k		902.00	103.03	View chart
Norfolk Southern Common Stock (NSC)	0.1	$92k	+729%	307.00	300.41	View chart
First Trust MF Closed and MF Open (FPE)	0.1	$92k	-2%	5.0k	18.24	View chart
Applovin Corp Common Stock (APP)	0.1	$90k		125.00	718.54	View chart
First Trust MF Closed and MF Open (BUFR)	0.1	$89k		2.7k	33.42	View chart
Block Common Stock (XYZ)	0.1	$88k	-66%	1.2k	72.27	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.1	$88k		1.1k	76.37	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$85k		5.0k	17.01	View chart
Ishares Silver Common Stock (SLV)	0.1	$85k	-9%	2.0k	42.37	View chart
Blue Owl Common Stock (OBDC)	0.1	$84k	NEW	6.6k	12.77	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$83k		1.2k	68.09	View chart
Paycom Software Common Stock (PAYC)	0.0	$83k		400.00	208.14	View chart
Micron Technology Common Stock (MU)	0.0	$81k	-33%	483.00	167.44	View chart
On Holding Common Stock (ONON)	0.0	$77k	-32%	1.8k	42.35	View chart
Coca Cola Company Common Stock (KO)	0.0	$77k		1.2k	66.31	View chart
Invesco Kbw MF Closed and MF Open (KBWD)	0.0	$76k		5.6k	13.53	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$74k		510.00	145.65	View chart
Thermo Fisher Common Stock (TMO)	0.0	$73k		150.00	485.02	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.0	$73k		151.00	479.99	View chart
T-mobile Us Common Stock (TMUS)	0.0	$72k		300.00	239.38	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$71k		1.1k	65.48	View chart
Berkley W R Common Stock (WRB)	0.0	$69k		900.00	76.62	View chart
Zimmer Biomet Common Stock (ZBH)	0.0	$65k	NEW	661.00	98.50	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.0	$63k	NEW	2.6k	24.77	View chart
First Trust MF Closed and MF Open (FYX)	0.0	$63k		574.00	108.98	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.0	$62k		1.3k	46.71	View chart
U S Treasury MF Closed and MF Open (XBIL)	0.0	$62k		1.2k	50.20	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$61k	+18%	130.00	468.41	View chart
First Trust MF Closed and MF Open (FSCS)	0.0	$60k		1.6k	36.68	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$59k	-2%	499.00	118.89	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$59k	-8%	612.00	96.62	View chart
Agilysys Common Stock (AGYS)	0.0	$59k		557.00	105.25	View chart
Vaneck Merk MF Closed and MF Open (OUNZ)	0.0	$56k	NEW	1.5k	37.19	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$56k		475.00	116.82	View chart
Lockheed Martin Common Stock (LMT)	0.0	$55k		111.00	499.21	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$55k	-47%	215.00	256.45	View chart
Matador Resources Common Stock (MTDR)	0.0	$54k		1.2k	44.92	View chart
Costco Wholesale Common Stock (COST)	0.0	$54k	-49%	58.00	922.64	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$53k		191.00	278.73	View chart
Pepsico Common Stock (PEP)	0.0	$53k	-34%	377.00	140.44	View chart
Sentinelone Common Stock (S)	0.0	$53k	-15%	3.0k	17.61	View chart
Cvs Health Common Stock (CVS)	0.0	$53k	+40%	700.00	75.39	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$53k		314.00	167.99	View chart
Qualcomm Common Stock (QCOM)	0.0	$52k		311.00	166.48	View chart
American Century MF Closed and MF Open (MUSI)	0.0	$52k	-21%	1.2k	44.43	View chart
Netflix Common Stock (NFLX)	0.0	$50k		42.00	1198.90	View chart
Procter & Gamble Common Stock (PG)	0.0	$50k		327.00	153.77	View chart
Lam Research Common Stock (LRCX)	0.0	$50k		370.00	133.90	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$49k		110.00	447.23	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$49k		538.00	91.42	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.0	$49k	-25%	621.00	78.91	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$48k	-53%	879.00	54.20	View chart
Caterpillar Common Stock (CAT)	0.0	$47k		99.00	477.15	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.0	$47k		652.00	71.37	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.0	$46k		406.00	113.88	View chart
Dimensional Core MF Closed and MF Open (DFCF)	0.0	$46k		1.1k	42.76	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.0	$45k		410.00	110.63	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$45k	+1090%	131.00	345.31	View chart
Pennantpark Floating MF Closed and MF Open (PFLT)	0.0	$45k		5.0k	8.89	View chart
Rtx Corp Common Stock (RTX)	0.0	$44k		264.00	167.58	View chart
Dimensional Intl MF Closed and MF Open (DIHP)	0.0	$44k		1.5k	30.40	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$42k		70.00	596.03	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$41k	-9%	439.00	93.46	View chart
Vaneck Aa-bb MF Closed and MF Open (CLOB)	0.0	$41k	NEW	800.00	50.99	View chart
Emerson Electric Common Stock (EMR)	0.0	$40k		308.00	131.14	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.0	$40k	-25%	1.5k	26.84	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$39k		100.00	391.64	View chart
First Trust MF Closed and MF Open (QQEW)	0.0	$38k		272.00	141.11	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$38k		205.00	186.69	View chart
Barings Bdc Common Stock (BBDC)	0.0	$37k		4.2k	8.76	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$36k		179.00	203.59	View chart
Icahn Enterprises Common Stock (IEP)	0.0	$36k		4.3k	8.42	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$36k	-18%	252.00	142.29	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$35k		111.00	315.43	View chart
First Trust MF Closed and MF Open (FXR)	0.0	$35k		446.00	78.06	View chart
Napco Security Common Stock (NSSC)	0.0	$35k	-35%	805.00	42.95	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$35k	+17%	133.00	259.60	View chart
Mastercard Common Stock (MA)	0.0	$34k		60.00	568.80	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$34k		499.00	67.83	View chart
Fiserv Common Stock (FI)	0.0	$34k		260.00	128.93	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$33k	+34%	183.00	182.42	View chart
Broadcom Common Stock (AVGO)	0.0	$33k		101.00	329.11	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$33k		509.00	65.00	View chart
Oracle Corp Common Stock (ORCL)	0.0	$32k	+76%	115.00	281.96	View chart
Alibaba Group Common Stock (BABA)	0.0	$32k	+4%	181.00	178.68	View chart
Doubleline Opportunistic MF Closed and MF Open (DBL)	0.0	$31k		2.0k	15.58	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$31k	-4%	466.00	65.85	View chart
Cameco Corp Common Stock (CCJ)	0.0	$31k	+21%	365.00	83.86	View chart
Medtronic Common Stock (MDT)	0.0	$31k		321.00	95.24	View chart
Estee Lauder Common Stock (EL)	0.0	$29k	-31%	328.00	88.16	View chart
Ford Motor Common Stock (F)	0.0	$28k		2.3k	11.96	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$28k		877.00	31.41	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	0.0	$27k		730.00	36.35	View chart
Waste Management Common Stock (WM)	0.0	$27k		120.00	220.83	View chart
Consolidated Edison Common Stock (ED)	0.0	$26k		261.00	100.52	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$26k	-26%	350.00	74.43	View chart
Blackrock Fdg Common Stock (BLK)	0.0	$26k		22.00	1182.14	View chart
Delta Airlines Common Stock (DAL)	0.0	$26k		453.00	56.75	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.0	$26k		180.00	141.50	View chart
Csx Corp Common Stock (CSX)	0.0	$25k	NEW	700.00	35.51	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$25k	-21%	570.00	42.96	View chart
Gilead Sciences Common Stock (GILD)	0.0	$24k		220.00	111.00	View chart
Zebra Technologies Common Stock (ZBRA)	0.0	$24k	-54%	82.00	297.16	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.0	$24k		167.00	142.41	View chart
Bank America Common Stock (BAC)	0.0	$23k	+31%	454.00	51.55	View chart
Financial Select MF Closed and MF Open (XLF)	0.0	$23k	-73%	434.00	53.87	View chart
Southern Company Common Stock (SO)	0.0	$23k		246.00	94.77	View chart
Duke Energy Common Stock (DUK)	0.0	$23k		187.00	123.75	View chart
Shell Common Stock (SHEL)	0.0	$23k		322.00	71.52	View chart
Invesco Dorsey MF Closed and MF Open (PRN)	0.0	$23k		133.00	172.77	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.0	$22k	-15%	385.00	57.43	View chart
Abbvie Common Stock (ABBV)	0.0	$22k		93.00	231.77	View chart
Cisco Systems Common Stock (CSCO)	0.0	$21k	+176%	313.00	68.42	View chart
Ishares Broad MF Closed and MF Open (USHY)	0.0	$21k		548.00	37.78	View chart
Ishares U S MF Closed and MF Open (IYT)	0.0	$20k		280.00	71.71	View chart
Peakstone Realty Common Stock (PKST)	0.0	$20k		1.5k	13.12	View chart
Dimensional National MF Closed and MF Open (DFNM)	0.0	$20k		412.00	47.98	View chart
Nexgen Energy Common Stock (NXE)	0.0	$19k	+55%	2.2k	8.95	View chart
Eastman Kodak Common Stock (KODK)	0.0	$19k		2.9k	6.41	View chart
Xtrackers Russell MF Closed and MF Open (QARP)	0.0	$18k	-20%	323.00	57.07	View chart
Advanced Micro Common Stock (AMD)	0.0	$18k		113.00	161.80	View chart
Bondbloxx 1 Year MF Closed and MF Open (XONE)	0.0	$18k		367.00	49.66	View chart
Blackstone Common Stock (BX)	0.0	$18k		106.00	170.85	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.0	$18k		129.00	139.67	View chart
Dimensional Us MF Closed and MF Open (DFAU)	0.0	$18k		389.00	45.76	View chart
Linde Common Stock (LIN)	0.0	$18k		37.00	477.49	View chart
Capital Group MF Closed and MF Open (CGBL)	0.0	$18k	+13%	504.00	34.72	View chart
Capital Group MF Closed and MF Open (CGXU)	0.0	$17k	-21%	586.00	29.62	View chart
Invesco Next MF Closed and MF Open (IGPT)	0.0	$17k		320.00	54.03	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.0	$17k	+35%	192.00	88.96	View chart
Franklin Ftse MF Closed and MF Open (FLSP)	0.0	$17k	-21%	633.00	26.52	View chart
Abrdn Physical MF Closed and MF Open (GLTR)	0.0	$17k		100.00	165.45	View chart

Past Filings by Mpwm Advisory Solutions

SEC 13F filings are viewable for Mpwm Advisory Solutions going back to 2024

Mpwm Advisory Solutions 2025 Q3 filed Nov. 14, 2025
Mpwm Advisory Solutions 2025 Q2 filed Aug. 14, 2025
Mpwm Advisory Solutions 2025 Q1 filed May 15, 2025
Mpwm Advisory Solutions 2024 Q4 filed Feb. 18, 2025

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