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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, SPTL, QQQ, IWM, and represent 38.38% of Mpwm Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: SPMO, GRNY, SPTL, IVE, IDMO, GTO, TOTL, QQQ, EMB, FLXR.
Started 69 new stock positions in FTGS, DASH, XLB, AVUV, VGT, FNDX, DRUP, VYMI, HIPS, GOVT.
Reduced shares in these 10 stocks: CDL (-$33M), CGGR, QQQM, EFA, IJH, XLI, UCON, SFLR, INDA, BUFQ.
Sold out of its positions in ATEN, ADBE, AIN, ACA, CPB, DKNG, FNCL, GNTX, GBTC, HUN.
Mpwm Advisory Solutions was a net seller of stock by $-18M.
Mpwm Advisory Solutions has $189M in assets under management (AUM), dropping by 5.15%.
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 577 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Mpwm Advisory Solutions has 577 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mpwm Advisory Solutions March 31, 2026 positions
Download the Mpwm Advisory Solutions March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPY)	17.1	$32M		50k	650.34	View chart
State Street MF Closed and MF Open (SPTM)	8.7	$17M	+2%	209k	79.06	View chart
State Street MF Closed and MF Open (SPTL)	4.8	$9.1M	+44%	347k	26.30	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	4.6	$8.7M	+13%	15k	577.18	View chart
Ishares Russell MF Closed and MF Open (IWM)	3.1	$5.8M		24k	248.00	View chart
Vaneck Clo MF Closed and MF Open (CLOI)	2.8	$5.2M	+7%	99k	52.70	View chart
First Trust MF Closed and MF Open (BUFQ)	2.7	$5.1M	-4%	146k	35.32	View chart
Dimensional Us MF Closed and MF Open (DFUS)	2.1	$3.9M		56k	70.91	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	2.1	$3.9M	-34%	17k	237.62	View chart
State Street MF Closed and MF Open (SPYG)	2.0	$3.8M		38k	97.91	View chart
Victoryshares Us MF Closed and MF Open (CDL)	2.0	$3.7M	-89%	50k	74.51	View chart
Invesco S&p MF Closed and MF Open (SPMO)	1.9	$3.5M	NEW	31k	112.11	View chart
First Trust MF Closed and MF Open (SDVY)	1.8	$3.5M	+10%	88k	39.43	View chart
State Street MF Closed and MF Open (XLI)	1.8	$3.4M	-26%	21k	161.73	View chart
Fundstrat Granny MF Closed and MF Open (GRNY)	1.6	$3.0M	+18522%	125k	23.87	View chart
Ishares Msci MF Closed and MF Open (INDA)	1.4	$2.7M	-10%	58k	46.84	View chart
Ishares S&p MF Closed and MF Open (IVE)	1.4	$2.6M	NEW	12k	211.15	View chart
Nvidia Corp Common Stock (NVDA)	1.3	$2.4M	+7%	14k	174.40	View chart
Apple Common Stock (AAPL)	1.3	$2.4M		9.5k	253.80	View chart
Invesco S&p MF Closed and MF Open (IDMO)	1.1	$2.2M	NEW	40k	54.84	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	1.1	$2.0M	-10%	40k	50.63	View chart
First Trust MF Closed and MF Open (CIBR)	1.0	$1.8M		30k	62.68	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.9	$1.8M		18k	100.57	View chart
Invesco Total MF Closed and MF Open (GTO)	0.9	$1.7M	NEW	35k	46.83	View chart
State Street MF Closed and MF Open (TOTL)	0.7	$1.4M	NEW	35k	39.73	View chart
Vanguard Mega MF Closed and MF Open (MGC)	0.7	$1.4M	+7%	5.8k	236.34	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.7	$1.4M	+256%	15k	93.93	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.7	$1.3M	+6%	26k	49.50	View chart
Vaneck Merk MF Closed and MF Open (OUNZ)	0.7	$1.3M	+10%	29k	45.05	View chart
Amazon Common Stock (AMZN)	0.7	$1.3M		6.1k	208.27	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.6	$1.1M	+7%	3.9k	287.18	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.6	$1.1M	-11%	46k	24.27	View chart
Dimensional Intl MF Closed and MF Open (DFIV)	0.6	$1.1M	+4%	21k	52.78	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.6	$1.1M		102k	10.61	View chart
Alphabet Common Stock (GOOG)	0.6	$1.1M		3.7k	286.86	View chart
Alerian M MF Closed and MF Open (AMLP)	0.5	$1.0M	+6%	19k	52.64	View chart
Tcw Flexible MF Closed and MF Open (FLXR)	0.5	$936k	NEW	24k	39.27	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.5	$917k	-20%	2.9k	320.85	View chart
First Trust MF Closed and MF Open (FTA)	0.5	$884k		9.6k	92.35	View chart
Vaneck P MF Closed and MF Open (PFXF)	0.4	$835k		48k	17.54	View chart
Alphabet Common Stock (GOOGL)	0.4	$792k	+6%	2.8k	287.58	View chart
Ishares Core MF Closed and MF Open (AGG)	0.4	$792k	+114%	8.0k	99.27	View chart
First Trust MF Closed and MF Open (FTC)	0.4	$787k		5.1k	154.14	View chart
Spdr Gold Common Stock (GLD)	0.4	$767k	+7%	1.8k	430.29	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.4	$761k	+42%	1.3k	597.53	View chart
Blackrock Enhanced MF Closed and MF Open (CII)	0.4	$738k	+272%	35k	21.02	View chart
Vanguard Small MF Closed and MF Open (VB)	0.4	$722k	-8%	2.8k	261.92	View chart
Visa Common Stock (V)	0.3	$649k	-3%	2.1k	302.19	View chart
First Trust MF Closed and MF Open (FDT)	0.3	$629k		7.2k	86.93	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.3	$628k	-4%	16k	38.86	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$617k		1.7k	370.24	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.3	$590k		1.6k	367.44	View chart
American Century MF Closed and MF Open (QGRO)	0.3	$580k	+2%	5.5k	105.04	View chart
Meta Platforms Common Stock (META)	0.3	$572k	-4%	999.00	572.24	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.3	$562k	-17%	5.6k	100.66	View chart
State Street MF Closed and MF Open (FEZ)	0.3	$552k	+2%	8.9k	62.08	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	0.3	$545k	+3%	11k	51.18	View chart
West Pharmaceutical Common Stock (WST)	0.3	$520k		2.1k	250.64	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.3	$508k	-4%	11k	48.46	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.3	$489k	-4%	9.7k	50.61	View chart
Dimensional Us MF Closed and MF Open (DFAS)	0.3	$485k		6.8k	71.13	View chart
State Street MF Closed and MF Open (XLK)	0.2	$452k	+40%	3.4k	132.90	View chart
State Street MF Closed and MF Open (BIL)	0.2	$437k		4.8k	91.64	View chart
Nextera Energy Common Stock (NEE)	0.2	$435k	+125%	4.7k	92.88	View chart
F/m U S MF Closed and MF Open (TBIL)	0.2	$425k	+39%	8.5k	49.86	View chart
First Trust MF Closed and MF Open (FVD)	0.2	$419k	+3%	8.9k	47.03	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.2	$404k	-4%	12k	33.97	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.2	$402k	+75%	2.1k	191.96	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.2	$395k		1.1k	356.67	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.2	$395k	+2%	5.1k	77.18	View chart
First Trust MF Closed and MF Open (FTCS)	0.2	$384k	+3%	4.1k	92.76	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$377k	+2%	5.5k	68.28	View chart
Innovator Equity MF Closed and MF Open (SFLR)	0.2	$375k	-59%	11k	35.41	View chart
Capital Group MF Closed and MF Open (CGGR)	0.2	$362k	-87%	9.0k	40.19	View chart
Tesla Common Stock (TSLA)	0.2	$358k		962.00	371.75	View chart
Dimensional Intl MF Closed and MF Open (DFIC)	0.2	$358k	+10%	10k	35.53	View chart
First Trust MF Closed and MF Open (FEP)	0.2	$344k		6.3k	54.61	View chart
Blackrock Science MF Closed and MF Open (BST)	0.2	$331k	+150%	9.1k	36.35	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.2	$312k		3.4k	91.48	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$306k	-3%	1.3k	244.46	View chart
First Trust MF Closed and MF Open (LMBS)	0.2	$291k		5.8k	49.81	View chart
State Street MF Closed and MF Open (SPYV)	0.2	$287k		5.1k	56.58	View chart
Marvell Technology Common Stock (MRVL)	0.2	$285k	-4%	2.9k	99.05	View chart
Western Union Common Stock (WU)	0.2	$284k		33k	8.73	View chart
Schwab Fundamental MF Closed and MF Open (FNDE)	0.1	$280k	NEW	7.3k	38.26	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$280k		938.00	298.85	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$277k	-84%	4.1k	67.53	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$273k	-2%	4.3k	64.08	View chart
Verizon Communications Common Stock (VZ)	0.1	$263k		5.2k	50.20	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$261k		544.00	479.20	View chart
Bitmine Immersion Common Stock (BMNR)	0.1	$242k	-6%	12k	19.78	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.1	$241k	+2146%	629.00	383.64	View chart
State Street MF Closed and MF Open (XLV)	0.1	$241k	+38%	1.6k	146.63	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.1	$227k	+525%	832.00	272.40	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$220k	-6%	1.5k	148.10	View chart
Merck & Company Common Stock (MRK)	0.1	$215k		1.8k	120.29	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.1	$215k	+247%	4.4k	48.93	View chart
Ishares Silver Common Stock (SLV)	0.1	$211k	+55%	3.1k	68.14	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$208k	+4%	2.2k	93.66	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.1	$205k	+39%	8.3k	24.79	View chart
First Trust MF Closed and MF Open (FNX)	0.1	$204k	+2%	1.6k	128.24	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$202k	+88%	2.0k	103.37	View chart
Ishares Trust MF Closed and MF Open (IFRA)	0.1	$198k	+8537%	3.5k	57.20	View chart
T-mobile Us Common Stock (TMUS)	0.1	$192k		915.00	210.03	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.1	$191k	+73%	1.2k	165.72	View chart
Eli Lilly Common Stock (LLY)	0.1	$190k		207.00	918.32	View chart
Pfizer Common Stock (PFE)	0.1	$184k		6.5k	28.08	View chart
Graniteshares Nasdaq MF Closed and MF Open (DRUP)	0.1	$183k	NEW	3.3k	54.74	View chart
Ishares 20 Plus MF Closed and MF Open (TLT)	0.1	$177k		2.0k	86.70	View chart
Arista Networks Common Stock (ANET)	0.1	$175k	-9%	1.4k	122.78	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$173k	-3%	739.00	234.03	View chart
Intl Business Common Stock (IBM)	0.1	$172k		709.00	242.36	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.1	$171k	+56%	1.9k	91.76	View chart
Micron Technology Common Stock (MU)	0.1	$169k	+3%	499.00	338.08	View chart
United Airlines Common Stock (UAL)	0.1	$169k	+69%	1.8k	92.07	View chart
First Trust MF Closed and MF Open (FEM)	0.1	$161k		5.4k	29.95	View chart
Netflix Common Stock (NFLX)	0.1	$160k	+36%	1.7k	96.15	View chart
Virtus Reaves MF Closed and MF Open (UTES)	0.1	$156k	NEW	2.0k	79.89	View chart
Nuveen Dynamic MF Closed and MF Open (NDMO)	0.1	$156k	-2%	15k	10.29	View chart
State Street MF Closed and MF Open (SPDW)	0.1	$146k	+502%	3.2k	45.65	View chart
Viking Therapeutics Common Stock (VKTX)	0.1	$146k	-35%	4.5k	32.54	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.1	$142k		840.00	168.85	View chart
Norwegian Cruise Common Stock (NCLH)	0.1	$139k	-11%	7.5k	18.70	View chart
Chevron Corp Common Stock (CVX)	0.1	$138k	-48%	667.00	206.77	View chart
Innovator Etfs MF Closed and MF Open (BUFF)	0.1	$133k		2.7k	49.41	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.1	$128k	+228%	2.3k	55.52	View chart
Ishares Core MF Closed and MF Open (IVV)	0.1	$125k		192.00	652.95	View chart
First Horizon Common Stock (FHN)	0.1	$124k		5.4k	22.76	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$124k		1.1k	113.11	View chart
Block Common Stock (XYZ)	0.1	$121k	+493%	2.0k	60.18	View chart
Walmart Common Stock (WMT)	0.1	$121k		976.00	124.24	View chart
State Street MF Closed and MF Open (SPIB)	0.1	$112k		3.3k	33.54	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.1	$111k		2.2k	50.62	View chart
Blue Owl Common Stock (OBDC)	0.1	$111k	+51%	10k	11.06	View chart
Caterpillar Common Stock (CAT)	0.1	$107k	+33%	151.00	709.27	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$105k	-24%	1.2k	90.51	View chart
Doubleline Yield MF Closed and MF Open (DLY)	0.1	$100k		7.2k	13.92	View chart
Victoryshares Core MF Closed and MF Open (UITB)	0.1	$98k		2.1k	47.02	View chart
Dimensional Short MF Closed and MF Open (DFSD)	0.1	$95k		2.0k	47.88	View chart
Zebra Technologies Common Stock (ZBRA)	0.0	$94k	+80%	450.00	209.08	View chart
First Trust MF Closed and MF Open (FTSL)	0.0	$90k		2.0k	44.80	View chart
Norfolk Southern Common Stock (NSC)	0.0	$88k		307.00	287.00	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.0	$88k	NEW	1.6k	54.56	View chart
Capital Group MF Closed and MF Open (CGSD)	0.0	$88k	+16%	3.4k	25.79	View chart
First Trust MF Closed and MF Open (FNY)	0.0	$87k	-8%	965.00	90.49	View chart
First Trust MF Closed and MF Open (FPE)	0.0	$87k	-2%	4.9k	17.75	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$87k		1.2k	70.18	View chart
Invesco S&p MF Closed and MF Open (SPHB)	0.0	$87k	-14%	748.00	115.98	View chart
Global X MF Closed and MF Open (QYLD)	0.0	$86k	-10%	5.0k	17.15	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.0	$83k	+70%	1.1k	75.10	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$82k	+2%	242.00	338.13	View chart
Cadence Design Common Stock (CDNS)	0.0	$81k		290.00	277.87	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$80k	NEW	114.00	697.72	View chart
Pgim Active MF Closed and MF Open (PAB)	0.0	$79k	NEW	1.9k	42.33	View chart
Broadcom Common Stock (AVGO)	0.0	$79k	+89%	254.00	308.92	View chart
Guggenheim Strategic MF Closed and MF Open (GOF)	0.0	$77k		7.0k	11.02	View chart
Blackrock Utilities MF Closed and MF Open (BUI)	0.0	$77k	+44%	2.9k	26.38	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$76k	+58%	260.00	293.63	View chart
Coreweave Common Stock (CRWV)	0.0	$76k	-48%	980.00	77.47	View chart
Lam Research Common Stock (LRCX)	0.0	$75k		350.00	213.66	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$75k	NEW	347.00	215.28	View chart
Intel Corp Common Stock (INTC)	0.0	$74k	+90%	1.7k	44.13	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$74k		1.1k	67.94	View chart
Thermo Fisher Common Stock (TMO)	0.0	$74k		150.00	491.53	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.0	$73k	NEW	2.5k	29.13	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$73k		2.4k	30.68	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$73k		510.00	142.43	View chart
Invesco Kbw MF Closed and MF Open (KBWD)	0.0	$70k		5.6k	12.54	View chart
Salesforce Common Stock (CRM)	0.0	$68k	+535%	362.00	186.85	View chart
First Trust MF Closed and MF Open (BUFR)	0.0	$68k	-6%	2.0k	33.77	View chart
Lockheed Martin Common Stock (LMT)	0.0	$67k		111.00	604.39	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.0	$66k		151.00	437.31	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$65k	+17%	153.00	426.42	View chart
Graniteshares Hips MF Closed and MF Open (HIPS)	0.0	$64k	NEW	5.6k	11.55	View chart
Gabelli Finl MF Closed and MF Open (GABF)	0.0	$64k	NEW	1.5k	41.62	View chart
Ha Sustainable Common Stock (HASI)	0.0	$63k	NEW	1.7k	36.75	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.0	$62k		1.3k	46.19	View chart
Berkley W R Common Stock (WRB)	0.0	$60k		900.00	66.28	View chart
First Trust MF Closed and MF Open (FYX)	0.0	$59k	-14%	491.00	119.35	View chart
Pepsico Common Stock (PEP)	0.0	$59k		377.00	155.29	View chart
Abbvie Common Stock (ABBV)	0.0	$58k	+189%	269.00	217.13	View chart
Coca Cola Company Common Stock (KO)	0.0	$58k	-34%	764.00	76.09	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$58k		475.00	121.93	View chart
Costco Wholesale Common Stock (COST)	0.0	$58k	-58%	58.00	994.97	View chart
Vanguard Intl MF Closed and MF Open (VYMI)	0.0	$58k	NEW	611.00	94.23	View chart
Cheniere Energy Common Stock (LNG)	0.0	$57k	NEW	201.00	283.76	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.0	$57k	+10%	512.00	111.34	View chart
Vaneck Uranium MF Closed and MF Open (NLR)	0.0	$57k	NEW	428.00	133.19	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$57k	-2%	581.00	97.19	View chart
State Street MF Closed and MF Open (XLF)	0.0	$55k	-2%	1.1k	49.37	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	0.0	$53k		1.0k	52.56	View chart
Rtx Corp Common Stock (RTX)	0.0	$53k		275.00	193.04	View chart
Southern Company Common Stock (SO)	0.0	$53k		544.00	96.56	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$52k	+62%	1.8k	28.71	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$51k		111.00	460.99	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$50k		210.00	239.99	View chart
Cvs Health Common Stock (CVS)	0.0	$50k		700.00	71.82	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$50k		314.00	158.87	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.0	$49k		621.00	78.41	View chart
Paycom Software Common Stock (PAYC)	0.0	$49k		400.00	121.54	View chart
Vaneck Oil MF Closed and MF Open (OIH)	0.0	$48k	+1387%	119.00	405.12	View chart
First Trust MF Closed and MF Open (FSCS)	0.0	$48k	-16%	1.4k	35.20	View chart
Dimensional Intl MF Closed and MF Open (DIHP)	0.0	$47k		1.5k	32.22	View chart
Qualcomm Common Stock (QCOM)	0.0	$47k	+16%	361.00	128.86	View chart
Invesco Variable MF Closed and MF Open (VRP)	0.0	$46k	NEW	1.9k	23.98	View chart
Dimensional Core MF Closed and MF Open (DFCF)	0.0	$45k		1.1k	42.22	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$45k		100.00	446.54	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$45k	+10%	227.00	196.11	View chart
Applovin Corp Common Stock (APP)	0.0	$44k	-31%	110.00	398.00	View chart
Pimco Dynamic MF Closed and MF Open (PDX)	0.0	$43k		2.0k	22.06	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$43k		70.00	616.76	View chart
State Street MF Closed and MF Open (SPTS)	0.0	$41k	NEW	1.4k	29.18	View chart
Emerson Electric Common Stock (EMR)	0.0	$41k		310.00	131.19	View chart
Pennantpark Floating Common Stock (PFLT)	0.0	$40k		5.0k	8.04	View chart
Strategy Common Stock (MSTR)	0.0	$40k	-8%	320.00	124.80	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$39k		257.00	151.51	View chart
Global X MF Closed and MF Open (AIQ)	0.0	$37k	+8%	802.00	46.66	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$37k		499.00	74.35	View chart
First Trust MF Closed and MF Open (FXR)	0.0	$36k		446.00	81.63	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$36k		415.00	86.64	View chart
Bank America Common Stock (BAC)	0.0	$36k		732.00	48.74	View chart
Global X MF Closed and MF Open (SHLD)	0.0	$36k	+11%	502.00	70.77	View chart
Procter & Gamble Common Stock (PG)	0.0	$35k		245.00	144.44	View chart
Barings Bdc Common Stock (BBDC)	0.0	$35k		4.2k	8.23	View chart
First Trust MF Closed and MF Open (QQEW)	0.0	$35k		272.00	126.97	View chart
Icahn Enterprises Common Stock (IEP)	0.0	$34k		4.6k	7.55	View chart
Agilysys Common Stock (AGYS)	0.0	$34k	-12%	472.00	71.14	View chart
American Century MF Closed and MF Open (MUSI)	0.0	$33k		748.00	43.74	View chart
Newmont Corp Common Stock (NEM)	0.0	$33k	NEW	301.00	108.07	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.0	$32k	NEW	335.00	96.70	View chart
Sentinelone Common Stock (S)	0.0	$32k	-10%	2.5k	12.88	View chart
Peakstone Realty Common Stock (PKST)	0.0	$32k		1.5k	20.89	View chart
Napco Security Common Stock (NSSC)	0.0	$32k		805.00	39.39	View chart
State Street MF Closed and MF Open (XLU)	0.0	$31k	NEW	676.00	45.89	View chart
Gilead Sciences Common Stock (GILD)	0.0	$31k		220.00	139.37	View chart
Shell Common Stock (SHEL)	0.0	$31k		328.00	92.94	View chart
Delta Airlines Common Stock (DAL)	0.0	$30k		453.00	66.52	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$30k		338.00	88.70	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$30k	-33%	203.00	146.28	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$30k	NEW	90.00	328.67	View chart
Doubleline Opportunistic MF Closed and MF Open (DBL)	0.0	$29k		2.0k	14.60	View chart
Csx Corp Common Stock (CSX)	0.0	$29k		703.00	41.04	View chart
Ge Aerospace Common Stock (GE)	0.0	$29k		101.00	283.25	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$28k	+10%	132.00	213.75	View chart
Ge Vernova Common Stock (GEV)	0.0	$28k	+33%	32.00	873.06	View chart
Medtronic Common Stock (MDT)	0.0	$28k		321.00	86.65	View chart
Waste Management Common Stock (WM)	0.0	$28k		120.00	229.79	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	0.0	$27k	-4%	700.00	38.96	View chart
Home Depot Common Stock (HD)	0.0	$27k		81.00	327.56	View chart
Vaneck Rare MF Closed and MF Open (REMX)	0.0	$26k	NEW	300.00	88.00	View chart

Past Filings by Mpwm Advisory Solutions

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

Mpwm Advisory Solutions 2026 Q1 filed May 13, 2026
Mpwm Advisory Solutions 2025 Q4 filed Feb. 17, 2026
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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