Filer Name: MPWM ADVISORY SOLUTIONS, LLC
CIK: 2056693
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 736
Portfolio Value: $0.14B

Mpwm Advisory Solutions, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 53,423 $31M 22.88% - -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 163,970 $12M 8.56% - -
SPTL US SPDR PORT LNG TRM TRSRY 234,862 $6M 4.50% - -
QQQM US INVESCO NASDAQ 100 ETF 25,978 $5M 4.00% - -
QQQ US INVESCO QQQ TRUST SERIES 1 9,784 $5M 3.66% - -
XLI US INDUSTRIAL SELECT SECT SPDR 29,998 $4M 2.89% - -
IWM US ISHARES RUSSELL 2000 ETF 16,861 $4M 2.72% - -
DFUS US DIMENSIONAL US EQ MKT ETF 56,212 $4M 2.62% - -
INDA US ISHARES MSCI INDIA ETF 59,875 $3M 2.30% - -
CLOI US VANECK CLO ETF 58,175 $3M 2.24% - -
CDL US VICTORYSHARES US LARGE CAP H 46,915 $3M 2.24% - -
SFLR US INNOVATOR EQTY MGD FLOOR ETF 86,274 $3M 2.06% - -
AAPL US APPLE INC 10,910 $3M 2.00% - -
BUFQ US FT VST LAD NSDQ BUF ETF-USDI 76,084 $2M 1.75% - -
TFLO US ISHARES TREASURY FLOATING RA 47,212 $2M 1.74% - -
SPYV US SPDR PORT S&P 500 VALUE 39,667 $2M 1.48% - -
NVDA US NVIDIA CORP 14,812 $2M 1.45% - -
SDVY US FIRST TRUST SMID CAP RISING 50,406 $2M 1.32% - -
UCON US FIRST TRUST TCW UNCONSTRAINE 64,954 $2M 1.17% - -
MOAT US VANECK MORNINGSTAR WIDE MOAT 17,162 $2M 1.16% - -
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