Mpwm Advisory Solutions, LLC Reduced Holdings in Q3 2025

Mpwm Advisory Solutions, LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-73
- 15.94%
$55.15 - $58.11 $4.03K - $4.24K
385 $22.1M
Pimco Commodity
-147
- 20.3%
N/A
577 $15.8M
CGXU
Capital Group Intl Focus Equit

ETFs
-156
- 21.02%
$26.49 - $29.62 $4.13K - $4.62K
586 $17.4M
Return Stacked
-172
- 29.15%
N/A
418 $11.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
-60
- 8.93%
$92.26 - $97.51 $5.54K - $5.85K
612 $59.1M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-66
- 41.77%
$44.14 - $47.9 $2.91K - $3.16K
92 $4.37M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
-170
- 21.17%
$23.9 - $26.52 $4.06K - $4.51K
633 $16.8M
ADBE
Adobe Inc.

Technology
-6
- 46.15%
$333.65 - $392.1 $2K - $2.35K
7 $2.47M
MBB
Ishares Tr

ETFs
-27
- 47.37%
$92.46 - $95.73 $2.5K - $2.58K
30 $2.86M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-110
- 22.87%
$26.46 - $28.43 $2.91K - $3.13K
371 $10.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-45
- 9.3%
$87.29 - $93.61 $3.93K - $4.21K
439 $41M
NSSC
Napco Security Technologies, Inc

Industrials
-435
- 35.08%
$29.42 - $43.66 $12.8K - $19K
805 $34.6M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-26
- 19.26%
$121.46 - $130.92 $3.16K - $3.4K
109 $14.2M
AVEM
American Centy ETF Tr Avantis

ETFs
-45
- 23.2%
$68.33 - $75.41 $3.07K - $3.39K
149 $11.2M
CHWY
Chewy, Inc.

Consumer Cyclical
-30
- 13.04%
$34.27 - $42.33 $1.03K - $1.27K
200 $8.09M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-30
- 42.86%
$39.37 - $44.24 $1.18K - $1.33K
40 $1.75M
PANW
Palo Alto Networks Inc

Technology
-5
- 31.25%
$167.06 - $208.19 $835 - $1.04K
11 $2.24M
FTSL
First Trust Senior Ln Fund

ETFs
-20
- 0.97%
$45.81 - $46.18 $916 - $924
2.04K $93.6M
T
At&T Inc.

Communication Services
-23
- 14.84%
$26.94 - $29.62 $620 - $681
132 $3.72M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-140
- 2.71%
$17.81 - $18.39 $2.49K - $2.57K
5.02K $91.6M
FDN
First Tr Fd Dow Jones

ETFs
-30
- 3.76%
$264.06 - $287.34 $7.92K - $8.62K
768 $215M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-613
- 5.26%
$41.91 - $44.87 $25.7K - $27.5K
11K $493M
Ishares Bitcoin
-9
- 1.74%
N/A
509 $33.1M
IEMG
Ishares Inc

ETFs
-20
- 4.12%
N/A
466 $30.7M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-10
- 0.17%
$49.05 - $49.99 $491 - $500
5.75K $286M
FEM
First Trust Emerging Markets A

ETFs
-417
- 7.3%
$24.52 - $27.41 $10.2K - $11.4K
5.3K $144M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12
- 2.35%
$108.46 - $120.63 $1.3K - $1.45K
499 $59.3M
CDNS
Cadence Design Systems Inc

Technology
-25
- 6.98%
$309.46 - $373.37 $7.74K - $9.33K
333 $117M
FTCS
First Trust Capital Strength E

ETFs
-45
- 1.11%
$89.72 - $93.74 $4.04K - $4.22K
4K $374M
DFAX
Dimensional ETF Tr
-449
- 3.73%
$29.25 - $31.56 $13.1K - $14.2K
11.6K $363M
SLV
I Shares Silver Trust

ETFs
-200
- 9.09%
$32.73 - $42.5 $6.55K - $8.5K
2K $84.7M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-5.23K
- 4.85%
$10.13 - $11.79 $53K - $61.6K
103K $1.14B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-37
- 0.58%
$107.5 - $115.86 $3.98K - $4.29K
6.36K $727M
VB
Vanguard Small Cap ETF

ETFs
-45
- 1.8%
$237.58 - $259.17 $10.7K - $11.7K
2.46K $625M
FTA
First Tr Large Cap Value

ETFs
-100
- 1.04%
$78.13 - $83.78 $7.81K - $8.38K
9.53K $794M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-50
- 0.31%
$36.04 - $38.78 $1.8K - $1.94K
16.1K $620M
DFIV
Dimensional ETF Tr

ETFs
-107
- 0.54%
$42.66 - $46.53 $4.56K - $4.98K
19.6K $906M
VTI
Vanguard Total Stock Market Et

ETFs
-39
- 1.06%
$303.93 - $329.86 $11.9K - $12.9K
3.64K $1.19B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-119
- 0.31%
$52.12 - $55.33 $6.2K - $6.58K
38K $2.11B
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-572
- 1.16%
$66.84 - $69.82 $38.2K - $39.9K
48.8K $3.4B
NVDA
Nvidia Corp

Technology
-1.39K
- 10.8%
$153.3 - $186.58 $214K - $260K
11.5K $2.15B
XLI
Industrial Sector Spdr

ETFs
-525
- 1.8%
$147.94 - $154.99 $77.7K - $81.4K
28.7K $4.42B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-528
- 0.92%
$67.01 - $72.84 $35.4K - $38.5K
57.1K $4.14B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-821
- 3.21%
$225.11 - $247.9 $185K - $204K
24.7K $6.11B
SFLR
Innovator Etfs Tr Equity Manag
-1.74K
- 1.15%
N/A
150K $5.4B
IWM
Ishares Russell 2000 ETF

ETFs
-92
- 0.64%
$214.92 - $244.84 $19.8K - $22.5K
14.4K $3.47B
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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