MA

MPWM ADVISORY SOLUTIONS, LLC

13F
MPWM ADVISORY SOLUTIONS, LLC
Last update 2025-05-15 731 Stocks (25 new)
Value $138.00 Mil Turnover 10 %
Countries:
Top Holdings: SPY(21.75%)SPTM(9.86%)SPTL(5.21%)QQQ(4.19%)QQQM(3.52%)
Summary Stock Picks Current Portfolio
MPWM ADVISORY SOLUTIONS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
53,560
29,960.8
+0.26%
21.750
+0.06%
0.010
+19.57%
+7.72%
643,289.7
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
199,721
13,583.0
+21.80%
9.860
+1.76%
0.140
+19.28%
+7.20%
10,689.3
 
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
263,274
7,176.9
+12.10%
5.210
+0.56%
0.060
-1.11%
+0.41%
11,073.4
 
QQQ
INVESCO QQQ Trust
12,321
5,777.7
+25.93%
4.190
+0.86%
0.000
+26.52%
+10.07%
357,775.2
 
QQQM
Invesco NASDAQ 100 ETF
25,147
4,853.9
-3.20%
3.520
-0.13%
0.010
+26.54%
+10.13%
54,544.0
 
SFLR
Innovator Equity Managed Floor ETF
145,614
4,570.8
+68.78%
3.320
+1.35%
0.570
+11.91%
+4.87%
867.9
 
XLI
Industrial Select Sector SPDR
31,295
4,101.9
+4.32%
2.980
+0.12%
0.020
+21.25%
+15.65%
22,420.0
 
INDA
iShares MSCI India ETF
77,883
4,009.4
+30.08%
2.910
+0.67%
0.050
+4.29%
+3.53%
10,074.5
 
DFUS
Dimensional U.S. Equity Market ETF
56,133
3,394.9
-0.14%
2.460
0%
0.020
+20.05%
+7.40%
15,782.0
 
CDL
Compass EMP US Large Cap High Dividend 100 Volatil
Compass EMP US Large Cap High Dividend 100 Volatil
47,968
3,285.3
+2.24%
2.380
+0.05%
0.930
+6.93%
+5.42%
355.4
 

MPWM ADVISORY SOLUTIONS, LLC's Historical Top Holdings Breakdowns

MPWM ADVISORY SOLUTIONS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Add
Add
+1.76%
●
67.03 ($71.58) 74.61
$76.08
6.29%
Add 21.8%
199,721
35,751
SFLR
Innovator Equity Managed Floor ETF
2025-03-31
Add
Add
+1.35%
●
30.99 ($32.71) 33.91
$34.17
4.46%
Add 68.78%
145,614
59,340
CIBR
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
2025-03-31
Add
Add
+1.20%
●
62.72 ($66.38) 71.92
$74.21
11.80%
Add 131015%
26,223
26,203
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Sold Out
Sold Out
-1.16%
●
87.69 ($92.02) 96.49
$96.10
4.43%
Sold Out
0
-17,162
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.88%
●
57.21 ($62.1) 65.8
$63.46
2.19%
Add 422.54%
25,620
20,717
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.86%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Add 25.93%
12,321
2,537
INDA
iShares MSCI India ETF
2025-03-31
Add
Add
+0.67%
●
47.8 ($50.38) 53.4
$54.50
8.18%
Add 30.08%
77,883
18,008
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Add
Add
+0.56%
●
25.54 ($26.65) 27.64
$25.77
-3.30%
Add 12.1%
263,274
28,412
TBIL
US Treasury 3 Month Bill ETF
2025-03-31
Reduce
Reduce
-0.55%
●
49.85 ($49.94) 50.04
$49.93
-0.02%
Reduce -58.6%
10,692
-15,133
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.48%
●
198.1 ($216.92) 229.79
$222.33
2.49%
Reduce -17.55%
13,902
-2,959

MPWM ADVISORY SOLUTIONS, LLC Total Holding History ($B)

To

MPWM ADVISORY SOLUTIONS, LLC's Asset Allocation

To

MPWM ADVISORY SOLUTIONS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MPWM ADVISORY SOLUTIONS, LLC's Hypothetical Growth since 2025-03-31

MPWM ADVISORY SOLUTIONS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MPWM ADVISORY SOLUTIONS, LLC's Holdings Heat Map

Size field:

MPWM ADVISORY SOLUTIONS, LLC's Holdings Bubble Chart

MPWM ADVISORY SOLUTIONS, LLC News

  • 1

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