Mpwm Advisory Solutions, LLC Purchases in Q3 2025

Mpwm Advisory Solutions, LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
200
+ 40.0%
$58.75 - $76.5 $11.8K - $15.3K
700 $52.8M
ORCL
Oracle Corp

Technology
50
+ 76.92%
$218.96 - $328.33 $10.9K - $16.4K
115 $32.4M
LLY
Eli Lilly & CO

Healthcare
27
+ 11.95%
$625.65 - $812.69 $16.9K - $21.9K
253 $193M
FNY
First Trust Mid Cap Growth Alp
89
+ 9.32%
N/A
1.04K $95.6M
PLTR
Palantir Technologies Inc.

Technology
47
+ 34.56%
$130.68 - $186.97 $6.14K - $8.79K
183 $33.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
+ 18.18%
$420.11 - $472.68 $8.4K - $9.45K
130 $60.9M
CSCO
Cisco Systems, Inc.

Technology
200
+ 176.99%
$66.2 - $71.79 $13.2K - $14.4K
313 $21.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7
+ 4.02%
$103.83 - $179.9 $727 - $1.26K
181 $32.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.19%
$132.9 - $142.03 $399 - $426
1.59K $224M
Ishares Ethereum
364
New
N/A
364 $11.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
937
+ 5.43%
$46.51 - $50.07 $43.6K - $46.9K
18.2K $854M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.53%
$224.68 - $282.71 $225 - $283
191 $53.2M
NXE
Nex Gen Energy Ltd.

Energy
770
+ 55.0%
$6.43 - $9.1 $4.95K - $7.01K
2.17K $19.4M
MSTR
Microstrategy Inc

Technology
30
New
$300.7 - $455.9 $9.02K - $13.7K
30 $9.67M
SPYG
Spdr Portfolio

ETFs
88
New
$94.33 - $105.31 $8.3K - $9.27K
88 $9.21M
TGT
Target Corp

Consumer Defensive
100
+ 833.33%
$86.56 - $107.43 $8.66K - $10.7K
112 $10M
CCJ
Cameco Corp

Energy
65
+ 21.67%
$70.47 - $86.89 $4.58K - $5.65K
365 $30.6M
Nano Nuclear
200
+ 200.0%
N/A
300 $11.6M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
270
+ 1.81%
$9.6 - $10.5 $2.59K - $2.84K
15.2K $158M
BAC
Bank Of America Corp

Financial Services
108
+ 31.21%
$44.92 - $52.42 $4.85K - $5.66K
454 $23.4M
ARKQ
Ark Autonomous Technology & Ro

ETFs
60
New
$86.2 - $111.56 $5.17K - $6.69K
60 $6.69M
VHT
Vanguard Health Care ETF

ETFs
20
+ 17.7%
$239.12 - $259.95 $4.78K - $5.2K
133 $34.5M
AIQ
Global X Funds Global X Artifi

ETFs
100
+ 47.85%
$43.2 - $49.66 $4.32K - $4.97K
309 $15.3M
DGRO
Ishares Core Dividend Growth E

ETFs
6
+ 0.49%
$64.12 - $68.08 $385 - $408
1.22K $83.3M
DFAE
Dimensional ETF Tr

ETFs
150
+ 75.0%
$28.84 - $31.84 $4.33K - $4.78K
350 $11M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
50
+ 35.21%
$84.28 - $89.46 $4.21K - $4.47K
192 $17.1M
VZ
Verizon Communications Inc

Communication Services
41
+ 0.88%
$40.84 - $45.06 $1.67K - $1.85K
4.72K $207M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.22%
$94.4 - $104.27 $189 - $209
902 $92.9M
AMAT
Applied Materials Inc

Technology
20
+ 125.0%
$156.25 - $204.95 $3.13K - $4.1K
36 $7.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
22
+ 1.11%
$85.01 - $90.35 $1.87K - $1.99K
2K $178M
Pacer Us
78
New
N/A
78 $2.83M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.49%
$102.17 - $110.66 $204 - $221
410 $45.4M
Capital Group
60
+ 13.51%
N/A
504 $17.5M
CGUS
Capital Group Core Equity ETF
56
+ 160.0%
$36.89 - $39.72 $2.07K - $2.22K
91 $3.6M
Ge Healthcare
30
+ 1500.0%
N/A
32 $2.4M
MAR
Marriott International Inc

Consumer Cyclical
8
+ 160.0%
$255.35 - $282.87 $2.04K - $2.26K
13 $3.39M
EEM
Ishares Msci Emerging Markets

ETFs
28
New
$48.07 - $53.4 $1.35K - $1.5K
28 $1.5M
PSX
Phillips 66

Energy
1
+ 1.23%
$118.37 - $139.46 $118 - $139
82 $11.1M
Cava Group
23
New
N/A
23 $1.39M
MUR
Murphy Oil Corp

Energy
3
+ 1.42%
$22.13 - $30.03 $66.4 - $90.1
215 $6.11M
UBER
Uber Technologies, Inc

Technology
13
+ 650.0%
$86.91 - $99.57 $1.13K - $1.29K
15 $1.47M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15
+ 0.15%
$50.47 - $50.74 $757 - $761
10K $509M
ZION
Zions Bancorporation, National Association

Financial Services
2
+ 0.87%
$51.2 - $59.15 $102 - $118
232 $13.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25
+ 500.0%
$39.8 - $42.86 $995 - $1.07K
30 $1.29M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
35
New
$28.77 - $29.79 $1.01K - $1.04K
35 $1.04M
SBUX
Starbucks Corp

Consumer Cyclical
11
New
$81.9 - $96.86 $901 - $1.07K
11 $931K
BMY
Bristol Myers Squibb CO

Healthcare
20
New
$43.31 - $48.98 $866 - $980
20 $902K
U S Treasury
13
+ 1.07%
N/A
1.23K $61.8M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
10
+ 2.12%
$11.06 - $12.41 $111 - $124
481 $5.97M
Activity Summary
Buys All Purchases 129 New Holdings 39 Increased Positions 90 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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