Mpwm Advisory Solutions, LLC Portfolio Holdings

Mpwm Advisory Solutions, LLC

  • $158 Billion
  • Q2 2025

Mpwm Advisory Solutions, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 532 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $34.1B, Spdr Portfolio S&P 1500 Compos with a value of $14.6B, Invesco Qqq Trust, Series 1 with a value of $7.25B, Spdr Portfolio Long Term Treas with a value of $6.55B, and Invesco Exchange Traded Fd Tr with a value of $5.8B.

Examining the 13F form we can see an increase of $20.2B in the current position value, from $138B to 158B. Also it can be appreciated an additional of 46 stocks purchases and 1 closed positions.

Mpwm Advisory Solutions, LLC is based out at Alpharetta, GA

Below you can find more details about Mpwm Advisory Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion
ETFs: $132 Billion
Technology: $6.44 Billion
Financial Services: $3.1 Billion
Communication Services: $2.29 Billion
Consumer Cyclical: $2.15 Billion
Healthcare: $1.82 Billion
Consumer Defensive: $1.22 Billion
Industrials: $716 Million
Other: $970 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$5.09 Billion 3.22% of portfolio
-
Q2 2025 Added 4.14%
$456B
$2.04 Billion 1.29% of portfolio
12,910
Q2 2025 Reduced 6.54%
$3.69T
$1.94 Billion 1.23% of portfolio
9,462
Q2 2025 Reduced 10.74%
$2.26T
$1.15 Billion 0.72% of portfolio
5,221
Q2 2025 Added 10.15%
$0
$1.12 Billion 0.71% of portfolio
107,905
Q2 2025 Added 6.1%
$1.78T
$863 Million 0.55% of portfolio
1,169
Q2 2025 Reduced 0.09%
$3.95T
$803 Million 0.51% of portfolio
1,615
Q2 2025 Reduced 18.14%
$551B
$790 Million 0.5% of portfolio
2,226
Q2 2025 Reduced 3.3%
$0
$722 Million 0.46% of portfolio
15,360
Q4 2024 New
$1.24T
$693 Million 0.44% of portfolio
3,909
Q2 2025 Reduced 3.19%
$452B
$469 Million 0.3% of portfolio
3,070
Q2 2025 Reduced 3.61%
$17.8B
$454 Million 0.29% of portfolio
2,076
Q2 2025 Added 103,700.0%
-
$358 Million 0.23% of portfolio
-
Q2 2025 Reduced 32.98%
$210B
$341 Million 0.22% of portfolio
1,156
Q2 2025 Added 0.09%
$1.21T
$337 Million 0.21% of portfolio
1,913
Q2 2025 Reduced 8.86%
$621B
$266 Million 0.17% of portfolio
547
Q2 2025 Reduced 19.68%
$76.9B
$246 Million 0.16% of portfolio
5,001
Q2 2025 Reduced 1.21%
$32.2B
$248 Million 0.16% of portfolio
3,112
Q2 2025 Added 19.14%
$141B
$235 Million 0.15% of portfolio
3,380
Q4 2024 New
-
$214 Million 0.14% of portfolio
-
Q2 2025 Reduced 0.63%
$182B
$202 Million 0.13% of portfolio
4,678
Q2 2025 Added 156.19%
$3.06B
$201 Million 0.13% of portfolio
7,584
Q2 2025 Added 33.08%
$1.08T
$192 Million 0.12% of portfolio
604
Q2 2025 Added 24.02%
$302B
$189 Million 0.12% of portfolio
1,319
Q2 2025 Added 25.26%
-
$172 Million 0.11% of portfolio
-
Q2 2025 Reduced 47.47%
$608B
$176 Million 0.11% of portfolio
226
Q2 2025 Reduced 26.38%
$0
$168 Million 0.11% of portfolio
10,778
Q2 2025 Added 0.76%
$0
$151 Million 0.1% of portfolio
14,947
Q2 2025 Added 1.78%
$138B
$153 Million 0.1% of portfolio
6,299
Q2 2025 Reduced 5.22%
$11.8B
$139 Million 0.09% of portfolio
6,564
Q2 2025 Added 0.78%
$14B
$140 Million 0.09% of portfolio
2,691
Q2 2025 Reduced 11.22%
$3.2B
$125 Million 0.08% of portfolio
14,820
Q2 2025 Added 7.53%
$439B
$113 Million 0.07% of portfolio
114
Q2 2025 Reduced 10.94%
$97B
$110 Million 0.07% of portfolio
358
Q2 2025 Added 4.99%
$0
$104 Million 0.07% of portfolio
7,000
Q4 2024 New
$139B
$89.8 Million 0.06% of portfolio
728
Q2 2025 Reduced 2.54%
$33B
$94.2 Million 0.06% of portfolio
3,350
Q2 2025 Reduced 10.07%
$0
$87.5 Million 0.06% of portfolio
10,000
Q4 2024 New
$281B
$88 Million 0.06% of portfolio
900
Q2 2025 Reduced 55.31%
$13.6B
$96 Million 0.06% of portfolio
960
Q2 2025 Added 35.21%
$12.9B
$92.6 Million 0.06% of portfolio
400
Q4 2024 New
$202B
$76.2 Million 0.05% of portfolio
577
Q1 2025 Added 33.56%
$10.2B
$80.1 Million 0.05% of portfolio
3,950
Q1 2025 Added 2.6%
-
$78.7 Million 0.05% of portfolio
-
Q2 2025 Added 32.45%
$314B
$71.5 Million 0.05% of portfolio
300
Q2 2025 Reduced 5.36%
$306B
$82.2 Million 0.05% of portfolio
0
Q2 2025 Sold Out
$18.6B
$66.1 Million 0.04% of portfolio
900
Q2 2025 Reduced 46.36%
$45.7B
$56.1 Million 0.04% of portfolio
160
Q2 2025 Reduced 11.11%
$26.4B
$56.1 Million 0.04% of portfolio
120
Q2 2025 Reduced 0.83%

Summary

  • Portfolio
  • No. of Stocks 532
  • Current Value $158 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 103 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 149 stocks
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