Mpwm Advisory Solutions, LLC New Holdings in Q4 2024

Mpwm Advisory Solutions, LLC

  • $137 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SIVR
Abrdn Silver ETF Trust

ETFs
700
New
$27.61 - $33.22 $19.3K - $23.3K
700 $19.3M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
803
New
$23.62 - $24.47 $19K - $19.6K
803 $19.2M
CRM
Salesforce, Inc.

Technology
57
New
$270.87 - $367.87 $15.4K - $21K
57 $19.1M
MS
Morgan Stanley

Financial Services
151
New
$104.42 - $134.99 $15.8K - $20.4K
151 $19M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
2.19K
New
$8.36 - $8.71 $18.3K - $19.1K
2.19K $18.4M
VTWO
Vanguard Russell 2000 ETF

ETFs
206
New
$87.42 - $98.06 $18K - $20.2K
206 $18.4M
KODK
Eastman Kodak CO

Industrials
2.8K
New
$4.5 - $7.45 $12.6K - $20.9K
2.8K $18.4M
CGXU
Capital Group Intl Focus Equit

ETFs
742
New
$24.67 - $26.94 $18.3K - $20K
742 $18.3M
Pimco Commodity
724
New
N/A
724 $18.3M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
367
New
N/A
367 $18.2M
CVS
Cvs Health Corp

Healthcare
391
New
$43.78 - $67.46 $17.1K - $26.4K
391 $17.5M
SPG
Simon Property Group Inc

Real Estate
100
New
$167.23 - $183.84 $16.7K - $18.4K
100 $17.2M
ABT
Abbott Laboratories

Healthcare
152
New
$111.93 - $119.39 $17K - $18.1K
152 $17.2M
CFG
Citizens Financial Group Inc

Financial Services
389
New
$39.92 - $48.46 $15.5K - $18.9K
389 $17M
NICE
Nice Ltd.

Technology
100
New
$164.71 - $199.17 $16.5K - $19.9K
100 $17M
IWS
Ishares Russell Midcap Value E

ETFs
129
New
$128.08 - $140.32 $16.5K - $18.1K
129 $16.7M
NVS
Novartis Ag

Healthcare
171
New
$96.78 - $117.18 $16.5K - $20K
171 $16.6M
MO
Altria Group, Inc.

Consumer Defensive
318
New
$49.06 - $57.74 $15.6K - $18.4K
318 $16.6M
EFG
Msci Eafe Growth ETF

ETFs
171
New
$96.83 - $106.88 $16.6K - $18.3K
171 $16.6M
EFV
Msci Eafe Value ETF

ETFs
314
New
$51.78 - $57.15 $16.3K - $17.9K
314 $16.5M
ABBV
Abb Vie Inc.

Healthcare
92
New
$164.99 - $203.87 $15.2K - $18.8K
92 $16.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
57
New
$278.49 - $315.16 $15.9K - $18K
57 $16.2M
WSO
Watsco Inc

Industrials
34
New
$466.57 - $568.78 $15.9K - $19.3K
34 $16.1M
PSCD
Invesco S&P Smallcap Consumer

ETFs
146
New
$104.98 - $118.31 $15.3K - $17.3K
146 $15.9M
DFAU
Dimensional ETF Tr

ETFs
389
New
$39.27 - $42.38 $15.3K - $16.5K
389 $15.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
135
New
$111.85 - $120.71 $15.1K - $16.3K
135 $15.6M
Linde PLC
37
New
N/A
37 $15.5M
ENFR
Alerian Energy Infrastructure

ETFs
492
New
$28.52 - $33.11 $14K - $16.3K
492 $15.3M
Ishares Bitcoin
284
New
N/A
284 $15.1M
MGM
Mgm Resorts International

Consumer Cyclical
425
New
$33.44 - $41.99 $14.2K - $17.8K
425 $14.7M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.27K
New
$11.42 - $12.5 $14.5K - $15.9K
1.27K $14.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
160
New
$90.66 - $99.46 $14.5K - $15.9K
160 $14.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
70
New
$201.32 - $217.44 $14.1K - $15.2K
70 $14.5M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
320
New
N/A
320 $14.5M
SBUX
Starbucks Corp

Consumer Cyclical
158
New
$87.44 - $102.5 $13.8K - $16.2K
158 $14.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
238
New
$59.25 - $72.99 $14.1K - $17.4K
238 $14.2M
GPC
Genuine Parts CO

Consumer Cyclical
120
New
$113.11 - $143.63 $13.6K - $17.2K
120 $14M
ITW
Illinois Tool Works Inc

Industrials
53
New
$253.56 - $278.5 $13.4K - $14.8K
53 $13.4M
CTA
Simplify Exch Traded Fds Simpl

ETFs
481
New
$25.8 - $28.97 $12.4K - $13.9K
481 $13.4M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
276
New
$47.98 - $49.47 $13.2K - $13.7K
276 $13.3M
HES
Hess Corp

Energy
100
New
$127.66 - $148.65 $12.8K - $14.9K
100 $13.3M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
113
New
$114.08 - $125.68 $12.9K - $14.2K
113 $12.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
157
New
$80.13 - $83.77 $12.6K - $13.2K
157 $12.6M
ES
Eversource Energy

Utilities
218
New
$55.9 - $67.73 $12.2K - $14.8K
218 $12.5M
ZION
Zions Bancorporation, National Association

Financial Services
227
New
$45.62 - $61.73 $10.4K - $14K
227 $12.3M
XLF
Financial Sector Spdr

ETFs
250
New
$44.89 - $51.34 $11.2K - $12.8K
250 $12.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
35
New
$275.15 - $388.2 $9.63K - $13.6K
35 $12M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
563
New
$20.98 - $21.19 $11.8K - $11.9K
563 $11.9M
GD
General Dynamics Corp

Industrials
44
New
$260.28 - $314.03 $11.5K - $13.8K
44 $11.6M
Activity Summary
Buys All Purchases 736 New Holdings 736 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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