Mpwm Advisory Solutions, LLC Incresed Positions in Q3 2025

Mpwm Advisory Solutions, LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
PSX
Phillips 66

Energy
1
+ 1.23%
$118.37 - $139.46 $118 - $139
82 $11.1M
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
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
SHEL
Shell PLC

Energy
3
+ 0.94%
$69.82 - $73.93 $209 - $222
322 $23M
RWO
Spdr Dow Jones Global Real Est

ETFs
2
+ 1.05%
$43.53 - $46.27 $87.1 - $92.5
193 $8.82M
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.12%
$50.8 - $51.32 $50.8 - $51.3
90 $4.59M
MFC
Manulife Financial Corp

Financial Services
3
+ 1.17%
$29.9 - $32.34 $89.7 - $97
260 $8.09M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.65%
$69.24 - $79.24 $69.2 - $79.2
155 $10.8M
EMR
Emerson Electric CO

Industrials
1
+ 0.33%
$128.6 - $149.63 $129 - $150
308 $40.4M
HDB
Hdfc Bank LTD

Financial Services
76
+ 100.0%
$34.14 - $78.94 $2.59K - $6K
152 $5.19M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
38
+ 19.0%
$38.58 - $58.24 $1.47K - $2.21K
238 $9.33M
MTDR
Matador Resources CO

Energy
2
+ 0.17%
$44.93 - $52.55 $89.9 - $105
1.21K $54.3M
IBM
International Business Machines Corp

Technology
1
+ 0.09%
$234.77 - $292.47 $235 - $292
1.16K $327M
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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