Mpwm Advisory Solutions, LLC Purchases in Q4 2024

Mpwm Advisory Solutions, LLC

  • $137 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EL
Estee Lauder Companies Inc

Consumer Defensive
4.51K
New
$62.74 - $97.24 $283K - $438K
4.51K $338M
XLK
Technology Sector Spdr

ETFs
1.36K
New
$220.26 - $241.44 $300K - $328K
1.36K $316M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.9K
New
$61.68 - $67.87 $302K - $333K
4.9K $306M
DFAX
Dimensional ETF Tr
12K
New
$24.76 - $27.04 $298K - $325K
12K $299M
CGSD
Capital Grp Core Plus Income E
11.6K
New
N/A
11.6K $297M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.97K
New
$74.5 - $78.37 $296K - $311K
3.97K $297M
GLD
Spdr Gold Trust

ETFs
1.22K
New
$236.59 - $257.5 $289K - $315K
1.22K $296M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
641
New
$442.29 - $483.08 $284K - $310K
641 $291M
RDVY
First Trust Rising Dividend Ac

ETFs
4.83K
New
$58.65 - $64.37 $283K - $311K
4.83K $286M
EMB
Ishares Tr

ETFs
3.1K
New
$88.94 - $93.46 $276K - $290K
3.1K $276M
VV
Vanguard Large Cap ETF

ETFs
988
New
$260.27 - $280.65 $257K - $277K
988 $266M
IWF
Ishares Russell 1000 Gr ETF

ETFs
656
New
$370.24 - $418.94 $243K - $275K
656 $264M
IBM
International Business Machines Corp

Technology
1.18K
New
$204.9 - $238.04 $241K - $280K
1.18K $258M
UAL
United Airlines Holdings, Inc.

Industrials
2.61K
New
$55.62 - $102.44 $145K - $268K
2.61K $254M
Pimco Enhanced
9.7K
New
N/A
9.7K $251M
NEE
Nextera Energy Inc

Utilities
3.38K
New
$69.77 - $85.43 $236K - $289K
3.38K $242M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.85K
New
$126.68 - $134.74 $234K - $249K
1.85K $235M
VEA
Vanguard Ftse Developed Market

ETFs
4.51K
New
$47.57 - $52.44 $214K - $236K
4.51K $216M
Arista Networks
1.94K
New
N/A
1.94K $215M
CVX
Chevron Corp

Energy
1.48K
New
$141.15 - $162.53 $209K - $241K
1.48K $215M
DAL
Delta Air Lines, Inc.

Industrials
3.4K
New
$47.46 - $65.77 $161K - $223K
3.4K $206M
CCL
Carnival Corp

Consumer Cyclical
7.85K
New
$17.34 - $26.8 $136K - $210K
7.85K $196M
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.12K
New
$45.83 - $48.07 $189K - $198K
4.12K $189M
LLY
Eli Lilly & CO

Healthcare
244
New
$727.2 - $932.06 $177K - $227K
244 $188M
PIN
Invesco India ETF Trust India
7.15K
New
N/A
7.15K $184M
WMT
Walmart Inc.

Consumer Defensive
1.98K
New
$79.1 - $95.7 $157K - $189K
1.98K $179M
FICS
First Tr Exchange Traded Fd Vi

ETFs
5.18K
New
$33.95 - $37.2 $176K - $193K
5.18K $176M
VKTX
Viking Therapeutics, Inc.

Healthcare
4.22K
New
$38.28 - $78.03 $161K - $329K
4.22K $170M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.94K
New
$87.1 - $98.49 $169K - $191K
1.94K $169M
DLY
Double Line Yield Opportunities Fund

N/A
10.6K
New
$15.64 - $16.56 $166K - $176K
10.6K $168M
PFE
Pfizer Inc

Healthcare
5.82K
New
$24.8 - $30.19 $144K - $176K
5.82K $154M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.52K
New
$96.64 - $101.23 $147K - $154K
1.52K $147M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
14.5K
New
$9.94 - $11.39 $144K - $165K
14.5K $146M
GM
General Motors CO

Consumer Cyclical
2.72K
New
$44.82 - $60.2 $122K - $164K
2.72K $145M
IVV
Ishares Core S&P 500 ETF

ETFs
241
New
$570.51 - $610.59 $137K - $147K
241 $142M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.4K
New
$98.47 - $109.35 $138K - $153K
1.4K $138M
VFH
Vanguard Financial ETF

ETFs
1.14K
New
$108.87 - $126.2 $124K - $144K
1.14K $135M
FHN
First Horizon Corp

Financial Services
6.47K
New
$14.91 - $21.42 $96.4K - $138K
6.47K $130M
RSP
Invesco S&P 500 Equal Weight E

ETFs
719
New
$174.22 - $187.62 $125K - $135K
719 $126M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.47K
New
$47.63 - $52.63 $118K - $130K
2.47K $119M
COST
Costco Wholesale Corp

Consumer Defensive
128
New
$873.59 - $994.69 $112K - $127K
128 $117M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.44K
New
$25.61 - $28.0 $114K - $124K
4.44K $115M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3K
New
$37.12 - $41.23 $111K - $124K
3K $111M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.09K
New
$94.43 - $105.47 $103K - $115K
1.09K $111M
CDNS
Cadence Design Systems Inc

Technology
363
New
$249.1 - $324.54 $90.4K - $118K
363 $109M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
7K
New
$15.05 - $16.03 $105K - $112K
7K $107M
IEFA
Ishares Tr

ETFs
1.52K
New
$70.06 - $77.43 $106K - $118K
1.52K $107M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
248
New
$417.69 - $450.94 $104K - $112K
248 $106M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.68K
New
$54.6 - $68.9 $91.9K - $116K
1.68K $102M
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
Track This Portfolio

Track Mpwm Advisory Solutions, LLC Portfolio

Follow Mpwm Advisory Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mpwm Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mpwm Advisory Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email