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MPWM ADVISORY SOLUTIONS, LLC 13F portfolio summary

MPWM ADVISORY SOLUTIONS, LLC of MPWM ADVISORY SOLUTIONS, LLC has 570 current stock holdings with a reported portfolio value of $188.8M. The portfolio 1 year return is +15.33%. Top holdings include OXY-WT (0.00%), XONE (0.00%), PFXF (0.00%), SPY (17.19%), SPTM (8.78%).

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MPWM ADVISORY SOLUTIONS, LLC

MPWM ADVISORY SOLUTIONS, LLC
Latest filing: 2026-03-31

MPWM ADVISORY SOLUTIONS, LLC runs MPWM ADVISORY SOLUTIONS, LLC and currently holds 570 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $188.76M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MPWM ADVISORY SOLUTIONS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MPWM ADVISORY SOLUTIONS, LLC's portfolio at MPWM ADVISORY SOLUTIONS, LLC has delivered returns of +15.33%. Their 3-year annualized return is +10.96%. Looking at the 5-year horizon, MPWM ADVISORY SOLUTIONS, LLC has achieved +10.96% annualized returns at MPWM ADVISORY SOLUTIONS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.33%
#0/1000
3 Year
+10.96%
#0/1000
5 Year
+10.96%
#0/1000

Portfolio Value

$188.76M

Alpha Score

10.6

#0 of 1000

Holdings

570

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change