Mpwm Advisory Solutions, LLC Top Holdings and 13F Report (2025) About Mpwm Advisory Solutions, LLCInvestment ActivityMpwm Advisory Solutions, LLC has $136.82 million in total holdings as of December 31, 2024.Mpwm Advisory Solutions, LLC owns shares of 736 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $31,310,394SPDR Portfolio S&P 1500 Composite Stock Market ETF $11,712,349SPDR Portfolio Long Term Treasury ETF $6,151,032Invesco NASDAQ 100 ETF $5,467,077Invesco QQQ $5,002,036 Sector AllocationMap of 500 Largest Holdings ofMpwm Advisory Solutions, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$31,310,39453,42322.9%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$11,712,349163,9708.6%ETFSPTLSPDR Portfolio Long Term Treasury ETF$6,151,032234,8624.5%ETFQQQMInvesco NASDAQ 100 ETF$5,467,07725,9784.0%ETFQQQInvesco QQQ$5,002,0369,7843.7%FinanceXLIIndustrial Select Sector SPDR Fund$3,952,50429,9982.9%ETFIWMiShares Russell 2000 ETF$3,725,53616,8612.7%FinanceDFUSDimensional U.S. Equity ETF$3,583,50156,2122.6%ETFINDAiShares MSCI India ETF$3,151,84459,8752.3%ETFCLOIVanEck CLO ETF$3,069,90758,1752.2%ETFCDLVictoryShares US Large Cap High Div Volatility Wtd ETF$3,064,79046,9152.2%ManufacturingSFLRInnovator Equity Managed Floor ETF$2,816,84086,2742.1%ETFAAPLApple$2,731,99310,9102.0%Computer and TechnologyBUFQFT Vest Laddered Nasdaq Buffer ETF$2,391,32476,0841.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$2,382,76747,2121.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,028,56939,6671.5%ETFNVDANVIDIA$1,989,07314,8121.5%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$1,807,04350,4061.3%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,601,12064,9541.2%ETFMOATVanEck Morningstar Wide Moat ETF$1,591,30917,1621.2%ETFTBILUS Treasury 3 Month Bill ETF$1,287,62725,8250.9%ETFAMZNAmazon.com$1,050,8844,7900.8%Retail/WholesaleMGCVanguard Mega Cap ETF$1,012,5184,7610.7%ETFMUABlackRock MuniAssets Fund$1,003,28590,8770.7%FinanceMSFTMicrosoft$865,4672,0530.6%Computer and TechnologyVOVanguard Mid-Cap ETF$846,8003,2060.6%ETFVVisa$775,8242,4550.6%Business ServicesMGKVanguard Mega Cap Growth ETF$754,9062,1980.6%ETFMETAMeta Platforms$717,0861,2250.5%Computer and TechnologyDFIVDimensional International Value ETF$697,47519,6580.5%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$689,81815,3600.5%ETFGOOGAlphabet$686,0053,6020.5%Computer and TechnologyVOOVanguard S&P 500 ETF$642,2611,1920.5%ETFVBVanguard Small-Cap ETF$587,2432,4440.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$566,6075,6480.4%ETFDFACDimensional U.S. Core Equity 2 ETF$559,08716,1630.4%ETFJPSTJPMorgan Ultra-Short Income ETF$514,83310,2210.4%ETFPFXFVanEck Preferred Securities ex Financials ETF$504,44329,2430.4%ETFJNJJohnson & Johnson$483,9113,3460.4%MedicalDFUVDimensional US Marketwide Value ETF$478,89611,7030.4%ETFGOOGLAlphabet$461,3902,4370.3%Computer and TechnologyCFAVictoryShares US 500 Volatility Wtd ETF$444,8455,2390.3%ManufacturingDFASDimensional U.S. Small Cap ETF$431,7466,6340.3%ETFVTIVanguard Total Stock Market ETF$410,9161,4180.3%ETFQGROAmerican Century STOXX U.S. Quality Growth ETF$393,3143,9450.3%ETFAMLPAlerian MLP ETF$382,2477,9370.3%ETFBUFRFT Vest Laddered Buffer ETF$373,04412,2430.3%ETFPULSPGIM Ultra Short Bond ETF$372,2237,5120.3%ETFONONON$357,9776,5360.3%Retail/WholesaleIWBiShares Russell 1000 ETF$356,6751,1070.3%ETFELEstée Lauder Companies$337,7914,5050.2%Consumer StaplesXLKTechnology Select Sector SPDR Fund$316,3271,3600.2%ETFIJHiShares Core S&P Mid-Cap ETF$305,5304,9030.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$298,76912,0180.2%ETFCGSDCapital Group Short Duration Income ETF$296,66811,5710.2%ETFBIVVanguard Intermediate-Term Bond ETF$296,5923,9690.2%ETFGLDSPDR Gold Shares$295,8851,2220.2%FinanceBRK.BBerkshire Hathaway$290,5546410.2%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$285,5284,8280.2%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$275,9893,1000.2%ETFPGIM AAA$274,0085,3520.2%MF Closed and MF OpenVVVanguard Large-Cap ETF$266,4639880.2%ETFIWFiShares Russell 1000 Growth ETF$263,8076560.2%ETFIBMInternational Business Machines$258,2051,1750.2%Computer and TechnologyUALUnited Airlines$253,6252,6120.2%TransportationPYLDPIMCO Multi Sector Bond Active ETF$251,3549,6970.2%ETFNEENextEra Energy$242,3123,3800.2%UtilitiesVYMVanguard High Dividend Yield ETF$235,4171,8450.2%ETFVEAVanguard FTSE Developed Markets ETF$215,5394,5070.2%ETFARISTA NETWORKS$214,8701,9440.2%Common StockCVXChevron$214,5201,4810.2%Oils/EnergyDALDelta Air Lines$205,5193,3970.2%TransportationCCLCarnival Co. &$195,6227,8500.1%Consumer DiscretionaryUITBVictoryShares Core Intermediate Bond ETF$189,4944,1230.1%ETFLLYEli Lilly and Company$188,3722440.1%MedicalPINInvesco India ETF$184,2307,1490.1%ETFWMTWalmart$178,8051,9790.1%Retail/WholesaleFICSFirst Trust International Developed Capital Strength ETF$175,7025,1750.1%ETFVKTXViking Therapeutics$169,6924,2170.1%MedicalTLTiShares 20+ Year Treasury Bond ETF$169,3731,9390.1%ETFDLYDoubleLine Yield Opportunities Fund$168,13010,6210.1%--PFEPfizer$154,4245,8210.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$147,2901,5200.1%FinanceNUVEEN DYNAMIC$145,50714,5220.1%MF Closed and MF OpenGMGeneral Motors$144,7342,7170.1%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$141,6142410.1%ETFXMHQInvesco S&P MidCap Quality ETF$137,9801,4010.1%ETFVFHVanguard Financials ETF$134,6001,1400.1%ETFFHNFirst Horizon$130,2046,4650.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$126,0177190.1%ETFFEZSPDR EURO STOXX 50 ETF$118,8942,4690.1%ETFCOSTCostco Wholesale$116,9801280.1%Retail/WholesaleDFICDimensional International Core Equity 2 ETF$114,6234,4350.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$111,3603,0000.1%ETFIVWiShares S&P 500 Growth ETF$110,8711,0920.1%ETFCDNSCadence Design Systems$109,0673630.1%Computer and TechnologyGOFGuggenheim Strategic Opportunities Fund$106,8207,0000.1%Financial ServicesIEFAiShares Core MSCI EAFE ETF$106,7161,5180.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$105,5252480.1%FinanceKRESPDR S&P Regional Banking ETF$101,6311,6840.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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