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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, IWM, and represent 38.71% of Mpwm Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: SPTM, OUNZ, VO, MSFT, MGK, XLI, BUFQ, XLK, IWM, TOTL.
Started 34 new stock positions in GENI, ALB, CCL, JAAA, UTF, SPCX, RF, DE, IDVO, COCO.
Reduced shares in these 10 stocks: SPMO, SPY, QGRO, MRVL, SPYG, FVD, QQQ, FNDE, FTCS, PULS.
Sold out of its positions in POWW, T, APP, TEAM, BMRN, Blackrock Utils Infrastructu, BCX, CGSD, LNG, CMCSA.
Mpwm Advisory Solutions was a net buyer of stock by $7.1M.
Mpwm Advisory Solutions has $218M in assets under management (AUM), dropping by 15.70%.
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 571 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Mpwm Advisory Solutions has 571 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mpwm Advisory Solutions June 30, 2026 positions
Download the Mpwm Advisory Solutions June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPY)	16.7	$37M		49k	746.78	View chart
State Street MF Closed and MF Open (SPTM)	9.3	$20M	+7%	224k	90.79	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	5.0	$11M	-2%	15k	736.40	View chart
State Street MF Closed and MF Open (SPTL)	4.3	$9.4M	+3%	359k	26.23	View chart
Ishares Russell MF Closed and MF Open (IWM)	3.4	$7.4M	+5%	25k	300.45	View chart
First Trust MF Closed and MF Open (BUFQ)	2.9	$6.2M	+8%	159k	39.27	View chart
Vaneck Clo MF Closed and MF Open (CLOI)	2.5	$5.5M	+4%	104k	52.95	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	2.4	$5.3M	+6%	18k	302.98	View chart
Dimensional Us MF Closed and MF Open (DFUS)	2.1	$4.5M		55k	81.94	View chart
State Street MF Closed and MF Open (XLI)	2.0	$4.4M	+14%	24k	185.23	View chart
State Street MF Closed and MF Open (SPYG)	2.0	$4.3M	-5%	36k	118.99	View chart
Invesco S&p MF Closed and MF Open (SPMO)	1.9	$4.2M	-17%	26k	161.54	View chart
First Trust MF Closed and MF Open (SDVY)	1.7	$3.8M		88k	43.14	View chart
Victoryshares Us MF Closed and MF Open (CDL)	1.7	$3.8M	-2%	48k	77.57	View chart
Fundstrat Granny MF Closed and MF Open (GRNY)	1.7	$3.7M	+7%	134k	27.65	View chart
Ishares S&p MF Closed and MF Open (IVE)	1.4	$3.0M	+7%	13k	227.06	View chart
Ishares Msci MF Closed and MF Open (INDA)	1.3	$2.9M	+2%	60k	49.39	View chart
First Trust MF Closed and MF Open (CIBR)	1.3	$2.9M	+9%	32k	89.85	View chart
Nvidia Corp Common Stock (NVDA)	1.3	$2.8M		14k	200.08	View chart
Apple Common Stock (AAPL)	1.3	$2.7M		9.5k	289.36	View chart
Invesco S&p MF Closed and MF Open (IDMO)	1.2	$2.7M	+12%	45k	60.29	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	1.0	$2.2M	+9%	43k	50.63	View chart
Vaneck Merk MF Closed and MF Open (OUNZ)	0.9	$1.9M	+76%	50k	38.59	View chart
Invesco Total MF Closed and MF Open (GTO)	0.9	$1.9M	+15%	41k	46.87	View chart
Amazon Common Stock (AMZN)	0.8	$1.8M	+23%	7.5k	238.34	View chart
State Street MF Closed and MF Open (TOTL)	0.8	$1.7M	+24%	43k	39.47	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.8	$1.7M	-4%	17k	100.81	View chart
Vanguard Mega MF Closed and MF Open (MGC)	0.7	$1.6M		5.8k	273.62	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.7	$1.5M	+8%	16k	96.44	View chart
Alphabet Common Stock (GOOG)	0.6	$1.3M	-2%	3.6k	353.28	View chart
Blackrock Enhanced MF Closed and MF Open (CII)	0.5	$1.2M	+29%	45k	26.15	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.5	$1.1M	+264%	14k	80.57	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.5	$1.1M	-13%	23k	49.55	View chart
Dimensional Intl MF Closed and MF Open (DFIV)	0.5	$1.1M		21k	54.02	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.5	$1.1M		45k	24.14	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.5	$1.1M	-4%	97k	11.01	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.5	$1.1M		2.9k	369.99	View chart
State Street MF Closed and MF Open (XLK)	0.5	$1.1M	+63%	5.5k	190.52	View chart
Tcw Flexible MF Closed and MF Open (FLXR)	0.5	$1.0M	+9%	26k	39.21	View chart
Alphabet Common Stock (GOOGL)	0.5	$1.0M	+2%	2.8k	357.31	View chart
Alerian M MF Closed and MF Open (AMLP)	0.5	$1.0M		19k	51.85	View chart
First Trust MF Closed and MF Open (FTC)	0.5	$1.0M		5.2k	193.77	View chart
First Trust MF Closed and MF Open (FTA)	0.4	$938k		9.7k	96.80	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.4	$875k		1.3k	686.60	View chart
Vaneck P MF Closed and MF Open (PFXF)	0.4	$870k	+2%	49k	17.84	View chart
Vanguard Small MF Closed and MF Open (VB)	0.4	$809k	-3%	2.7k	303.12	View chart
Ishares Core MF Closed and MF Open (AGG)	0.4	$790k		8.0k	98.98	View chart
West Pharmaceutical Common Stock (WST)	0.3	$745k		2.1k	359.00	View chart
Visa Common Stock (V)	0.3	$737k		2.1k	343.06	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.3	$713k		16k	44.36	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.3	$706k	+400%	8.0k	87.91	View chart
First Trust MF Closed and MF Open (FDT)	0.3	$685k		7.2k	94.68	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$667k	+972%	18k	37.30	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	0.3	$633k	+15%	12k	51.27	View chart
State Street MF Closed and MF Open (FEZ)	0.3	$611k		8.9k	68.68	View chart
Spdr Gold Common Stock (GLD)	0.3	$588k	-10%	1.6k	368.38	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.3	$576k		11k	55.01	View chart
Micron Technology Common Stock (MU)	0.3	$570k		493.00	1155.11	View chart
Meta Platforms Common Stock (META)	0.3	$568k		1.0k	563.55	View chart
Dimensional Us MF Closed and MF Open (DFAS)	0.3	$562k		6.8k	82.34	View chart
Merck & Company Common Stock (MRK)	0.2	$513k	+123%	4.0k	128.50	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.2	$509k	-9%	5.1k	100.67	View chart
Marvell Technology Common Stock (MRVL)	0.2	$493k	-42%	1.7k	297.94	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.2	$484k		9.6k	50.57	View chart
State Street MF Closed and MF Open (BIL)	0.2	$473k	+8%	5.2k	91.64	View chart
F/m U S MF Closed and MF Open (TBIL)	0.2	$469k	+10%	9.4k	49.86	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$464k	+3%	5.7k	81.06	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.2	$454k		1.1k	409.64	View chart
Tesla Common Stock (TSLA)	0.2	$448k	+10%	1.1k	420.60	View chart
Blackrock Science MF Closed and MF Open (BST)	0.2	$443k	-4%	8.7k	50.71	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.2	$437k		12k	36.84	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.2	$413k		629.00	656.30	View chart
Nextera Energy Common Stock (NEE)	0.2	$412k		4.7k	87.77	View chart
Innovator Equity MF Closed and MF Open (SFLR)	0.2	$398k	-2%	10k	38.58	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.2	$394k		5.1k	76.70	View chart
Eli Lilly Common Stock (LLY)	0.2	$384k	+54%	320.00	1198.60	View chart
Dimensional Intl MF Closed and MF Open (DFIC)	0.2	$375k		10k	37.26	View chart
First Trust MF Closed and MF Open (FEP)	0.2	$358k		6.3k	57.05	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.2	$357k	-19%	1.7k	212.77	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.2	$354k	+150%	5.8k	61.46	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.2	$337k		3.4k	98.80	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$320k		4.1k	77.12	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$318k		1.3k	254.00	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$317k		923.00	343.91	View chart
Amphenol Corp Common Stock (APH)	0.1	$312k	NEW	1.8k	176.32	View chart
State Street MF Closed and MF Open (SPYV)	0.1	$309k		5.1k	60.78	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$293k	-3%	4.1k	71.24	View chart
First Trust MF Closed and MF Open (LMBS)	0.1	$287k		5.8k	49.78	View chart
Capital Group MF Closed and MF Open (CGGR)	0.1	$277k	-34%	5.9k	47.20	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$272k		544.00	500.39	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.1	$260k	+351%	406.00	640.79	View chart
United Airlines Common Stock (UAL)	0.1	$249k		1.8k	135.99	View chart
Arista Networks Common Stock (ANET)	0.1	$243k		1.4k	169.88	View chart
Ishares 20 Plus MF Closed and MF Open (TLT)	0.1	$239k	+35%	2.8k	86.42	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.1	$237k	+2%	4.5k	52.76	View chart
Western Union Common Stock (WU)	0.1	$237k	-5%	31k	7.70	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$235k		1.5k	158.07	View chart
Home Depot Common Stock (HD)	0.1	$234k	+717%	662.00	352.69	View chart
Jpmorgan MF Closed and MF Open (JEPI)	0.1	$231k	+5018%	4.1k	56.48	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.1	$225k	-9%	754.00	298.96	View chart
Verizon Communications Common Stock (VZ)	0.1	$223k		5.3k	42.34	View chart
Ishares Trust MF Closed and MF Open (IFRA)	0.1	$218k		3.5k	63.03	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$215k	-2%	1.9k	112.88	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$201k	-53%	4.2k	48.18	View chart
First Trust MF Closed and MF Open (FTCS)	0.1	$200k	-48%	2.1k	93.92	View chart
Intl Business Common Stock (IBM)	0.1	$200k		710.00	281.14	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.1	$199k	NEW	3.9k	50.49	View chart
First Trust MF Closed and MF Open (FNY)	0.1	$194k	+81%	1.7k	110.85	View chart
Norwegian Cruise Common Stock (NCLH)	0.1	$193k	+22%	9.2k	21.11	View chart
State Street MF Closed and MF Open (XLV)	0.1	$190k	-26%	1.2k	158.66	View chart
American Century MF Closed and MF Open (QGRO)	0.1	$182k	-72%	1.5k	118.01	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.1	$179k	-13%	7.1k	25.17	View chart
Space Exploration Common Stock (SPCX)	0.1	$175k	NEW	1.0k	170.86	View chart
Viking Therapeutics Common Stock (VKTX)	0.1	$175k		4.5k	39.01	View chart
Bitmine Immersion Common Stock (BMNR)	0.1	$174k	+6%	13k	13.31	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.1	$171k	-16%	967.00	176.63	View chart
Graniteshares Nasdaq MF Closed and MF Open (DRUP)	0.1	$169k	-18%	2.7k	62.12	View chart
Pfizer Common Stock (PFE)	0.1	$164k	+4%	6.8k	24.08	View chart
Blackrock Utilities MF Closed and MF Open (BUI)	0.1	$164k	+94%	5.7k	29.01	View chart
State Street MF Closed and MF Open (SPDW)	0.1	$161k		3.2k	50.39	View chart
Virtus Reaves MF Closed and MF Open (UTES)	0.1	$160k		2.0k	81.72	View chart
Caterpillar Common Stock (CAT)	0.1	$158k		148.00	1066.32	View chart
T-mobile Us Common Stock (TMUS)	0.1	$154k		915.00	167.73	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.1	$153k	NEW	3.4k	45.70	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$150k		1.1k	137.53	View chart
Nuveen Dynamic MF Closed and MF Open (NDMO)	0.1	$147k	-6%	14k	10.41	View chart
Truist Financial Common Stock (TFC)	0.1	$147k	+1902%	2.9k	49.82	View chart
Ishares Core MF Closed and MF Open (IVV)	0.1	$144k		192.00	749.78	View chart
Innovator Etfs MF Closed and MF Open (BUFF)	0.1	$142k		2.7k	52.68	View chart
Pgim Active MF Closed and MF Open (PAB)	0.1	$141k	+79%	3.3k	42.14	View chart
First Horizon Common Stock (FHN)	0.1	$140k		5.5k	25.64	View chart
Salesforce Common Stock (CRM)	0.1	$137k	+142%	877.00	156.57	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$134k	-31%	505.00	264.72	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$129k	+11%	269.00	478.32	View chart
Walmart Common Stock (WMT)	0.1	$121k	+9%	1.1k	113.31	View chart
Abbvie Common Stock (ABBV)	0.1	$120k	+77%	478.00	251.55	View chart
Lam Research Common Stock (LRCX)	0.1	$119k	-21%	275.00	433.33	View chart
Zebra Technologies Common Stock (ZBRA)	0.1	$119k		450.00	263.26	View chart
Invesco S&p MF Closed and MF Open (SPHB)	0.1	$116k		748.00	155.68	View chart
Pgim Short MF Closed and MF Open (PSDM)	0.1	$116k	NEW	2.3k	50.90	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.1	$116k	+4%	2.3k	50.58	View chart
Vaneck Uranium MF Closed and MF Open (NLR)	0.1	$115k	+132%	993.00	115.98	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$115k	-54%	1.0k	114.88	View chart
Ishares Silver Common Stock (SLV)	0.1	$114k	-31%	2.1k	53.47	View chart
State Street MF Closed and MF Open (SPIB)	0.1	$112k		3.3k	33.46	View chart
Cadence Design Common Stock (CDNS)	0.0	$109k		290.00	375.32	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.0	$109k	-3%	1.1k	96.56	View chart
Intel Corp Common Stock (INTC)	0.0	$104k	-55%	747.00	139.63	View chart
Qualcomm Common Stock (QCOM)	0.0	$104k	+55%	561.00	184.86	View chart
First Trust MF Closed and MF Open (FNX)	0.0	$99k	-57%	676.00	146.35	View chart
Victoryshares Core MF Closed and MF Open (UITB)	0.0	$98k		2.1k	46.84	View chart
Schwab Fundamental MF Closed and MF Open (FNDE)	0.0	$97k	-66%	2.5k	39.68	View chart
Norfolk Southern Common Stock (NSC)	0.0	$97k		307.00	314.59	View chart
Dimensional Short MF Closed and MF Open (DFSD)	0.0	$94k		2.0k	47.75	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$94k		1.2k	75.82	View chart
Chevron Corp Common Stock (CVX)	0.0	$92k	-16%	554.00	165.89	View chart
Doubleline Yield MF Closed and MF Open (DLY)	0.0	$91k	-9%	6.5k	14.07	View chart
First Trust MF Closed and MF Open (FTSL)	0.0	$90k		2.0k	44.75	View chart
First Trust MF Closed and MF Open (FPE)	0.0	$88k		4.9k	17.88	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.0	$88k	-37%	1.2k	75.44	View chart
First Trust MF Closed and MF Open (FYX)	0.0	$87k	+22%	603.00	144.30	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$86k	+352%	692.00	124.18	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$85k		260.00	327.08	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.0	$85k		2.5k	33.84	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$84k		510.00	164.27	View chart
Cvs Health Common Stock (CVS)	0.0	$83k	+14%	801.00	103.45	View chart
Regions Financial Common Stock (RF)	0.0	$83k	NEW	2.7k	30.20	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$83k		349.00	236.50	View chart
Kimberly Clark Common Stock (KMB)	0.0	$80k	NEW	731.00	109.77	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.0	$80k	-19%	1.3k	61.22	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$79k		1.1k	72.85	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.0	$78k	+500%	907.00	86.16	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$77k	+461%	640.00	119.52	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$75k		2.4k	31.71	View chart
Thermo Fisher Common Stock (TMO)	0.0	$75k		150.00	501.36	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$72k		210.00	342.83	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.0	$71k	+11%	571.00	124.49	View chart
Invesco Variable MF Closed and MF Open (VRP)	0.0	$71k	+52%	2.9k	24.31	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$68k		314.00	217.22	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$66k		475.00	139.87	View chart
Pepsico Common Stock (PEP)	0.0	$65k	+26%	477.00	135.40	View chart
Coreweave Common Stock (CRWV)	0.0	$64k	-34%	640.00	99.54	View chart
Berkley W R Common Stock (WRB)	0.0	$64k		900.00	70.53	View chart
First Trust MF Closed and MF Open (FEM)	0.0	$63k	-63%	2.0k	31.99	View chart
Coca Cola Company Common Stock (KO)	0.0	$62k		765.00	81.29	View chart
State Street MF Closed and MF Open (XLF)	0.0	$62k	+4%	1.2k	53.61	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.0	$62k		1.3k	46.15	View chart
Vanguard Intl MF Closed and MF Open (VYMI)	0.0	$61k		616.00	98.18	View chart
Labcorp Holdings Common Stock (LH)	0.0	$60k	NEW	213.00	280.00	View chart
Broadcom Common Stock (AVGO)	0.0	$58k	-39%	154.00	376.60	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.0	$58k	-37%	689.00	83.75	View chart
Amplify Cwp MF Closed and MF Open (IDVO)	0.0	$57k	NEW	1.4k	42.00	View chart
Lockheed Martin Common Stock (LMT)	0.0	$57k		111.00	509.46	View chart
Guggenheim Strategic MF Closed and MF Open (GOF)	0.0	$55k	-28%	5.0k	10.92	View chart
Costco Wholesale Common Stock (COST)	0.0	$54k		58.00	934.95	View chart
First Trust MF Closed and MF Open (FSCS)	0.0	$54k	+7%	1.5k	36.80	View chart
Barings Bdc Common Stock (BBDC)	0.0	$54k	+48%	6.3k	8.52	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	0.0	$53k		1.0k	52.41	View chart
Cohen & Steers MF Closed and MF Open (UTF)	0.0	$52k	NEW	1.9k	27.59	View chart
Rtx Corp Common Stock (RTX)	0.0	$52k		276.00	189.50	View chart
Advanced Micro Common Stock (AMD)	0.0	$52k		90.00	580.91	View chart
Southern Company Common Stock (SO)	0.0	$52k		544.00	95.75	View chart
First Trust MF Closed and MF Open (BUFR)	0.0	$51k	-30%	1.4k	36.53	View chart
Paycom Software Common Stock (PAYC)	0.0	$50k		400.00	125.68	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$50k		100.00	496.73	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$50k		227.00	218.04	View chart
Dimensional Intl MF Closed and MF Open (DIHP)	0.0	$50k		1.5k	34.12	View chart
Roundhill Generative MF Closed and MF Open (CHAT)	0.0	$49k	NEW	500.00	98.68	View chart
Agilysys Common Stock (AGYS)	0.0	$49k		472.00	104.50	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$49k		70.00	703.34	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.0	$48k		621.00	77.91	View chart
Ge Aerospace Common Stock (GE)	0.0	$47k	+25%	127.00	373.23	View chart
Graniteshares Hips MF Closed and MF Open (HIPS)	0.0	$46k	-28%	4.0k	11.54	View chart
Dimensional Core MF Closed and MF Open (DFCF)	0.0	$45k		1.1k	42.21	View chart
Ge Vernova Common Stock (GEV)	0.0	$45k	+18%	38.00	1175.05	View chart
Emerson Electric Common Stock (EMR)	0.0	$45k		312.00	142.97	View chart
Ha Sustainable Common Stock (HASI)	0.0	$44k	-33%	1.1k	39.05	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$44k		110.00	397.68	View chart
First Trust MF Closed and MF Open (QQEW)	0.0	$43k		272.00	159.60	View chart
Delta Airlines Common Stock (DAL)	0.0	$43k		453.00	93.75	View chart
Pimco Corporate MF Closed and MF Open (PCN)	0.0	$42k	NEW	3.5k	11.95	View chart
Bank America Common Stock (BAC)	0.0	$42k		733.00	57.00	View chart
State Street MF Closed and MF Open (SPTS)	0.0	$41k		1.4k	29.01	View chart
Pimco Dynamic MF Closed and MF Open (PDX)	0.0	$41k		2.0k	20.82	View chart
First Trust MF Closed and MF Open (FXR)	0.0	$41k		446.00	91.12	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$41k		259.00	156.46	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$40k		415.00	95.44	View chart
Global X MF Closed and MF Open (AIQ)	0.0	$40k	-24%	602.00	65.60	View chart
Netflix Common Stock (NFLX)	0.0	$38k	-67%	538.00	71.40	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$38k		499.00	76.55	View chart
Vaneck Oil MF Closed and MF Open (OIH)	0.0	$38k	-15%	101.00	372.04	View chart
Csx Corp Common Stock (CSX)	0.0	$36k	+7%	754.00	47.53	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.0	$35k		335.00	103.96	View chart
Invesco Dorsey MF Closed and MF Open (PRN)	0.0	$35k		133.00	260.71	View chart
Procter & Gamble Common Stock (PG)	0.0	$34k	-5%	232.00	146.64	View chart
Sentinelone Common Stock (S)	0.0	$34k	-20%	2.0k	16.97	View chart
Invesco Next MF Closed and MF Open (IGPT)	0.0	$33k		320.00	104.10	View chart
American Century MF Closed and MF Open (MUSI)	0.0	$33k		748.00	43.73	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$33k		338.00	96.43	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.0	$32k		180.00	178.60	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$32k		132.00	242.60	View chart
Destiny Tech Common Stock (DXYZ)	0.0	$32k	+434%	1.2k	25.76	View chart
State Street MF Closed and MF Open (XLU)	0.0	$31k		676.00	45.34	View chart
Napco Security Common Stock (NSSC)	0.0	$31k		805.00	37.98	View chart
Asml Holding Common Stock (ASML)	0.0	$30k		15.00	1990.07	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	0.0	$29k		700.00	41.25	View chart
On Semiconductor Common Stock (ON)	0.0	$28k		300.00	94.54	View chart
Deere & Co Common Stock (DE)	0.0	$28k	NEW	44.00	634.34	View chart
Strategy Common Stock (MSTR)	0.0	$28k		320.00	86.93	View chart
Gilead Sciences Common Stock (GILD)	0.0	$28k		220.00	126.34	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 Q2 filed Aug. 13, 2026
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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