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 Market Cap. of $2 Billions to $10 Billions
