MPWM ADVISORY SOLUTIONS, LLC
CIK 2056693 · Holdings on Dec 31, 2024 · First reported Feb 18, 2025
Top ten holdings
Q4 2024- SPY22.88%
- SPTM8.56%
- SPTL4.50%
- QQQM4.00%
- QQQ3.66%
- XLI2.89%
- IWM2.72%
- DFUS2.62%
- INDA2.30%
- CLOI2.24%
Share classes counted separately56.37%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USMF Closed and MF Open View history and evidence | $31.31M | 22.88% | 53.42K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPTMSS SPDR P S&P 1500 COMP ETFMF Closed and MF Open View history and evidence | $11.71M | 8.56% | 163.97K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPTLSS SPDR PF LNG TRM TSY E-USDMF Closed and MF Open View history and evidence | $6.15M | 4.50% | 234.86K shares | Prior unavailable — | — | ↗▾ |
| 04 | QQQMINVESCO NASDAQ 100 ETFMF Closed and MF Open View history and evidence | $5.47M | 4.00% | 25.98K shares | Prior unavailable — | — | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1MF Closed and MF Open View history and evidence | $5.00M | 3.66% | 9.78K shares | Prior unavailable — | — | ↗▾ |
| 06 | XLISS INDUSTRIAL SELECT SECTORMF Closed and MF Open View history and evidence | $3.95M | 2.89% | 30.00K shares | Prior unavailable — | — | ↗▾ |
| 07 | IWMISHARES RUSSELL 2000 ETFMF Closed and MF Open View history and evidence | $3.73M | 2.72% | 16.86K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFUSDIMENSIONAL US EQ MKT ETFMF Closed and MF Open View history and evidence | $3.58M | 2.62% | 56.21K shares | Prior unavailable — | — | ↗▾ |
| 09 | INDAISHARES MSCI INDIA ETFMF Closed and MF Open View history and evidence | $3.15M | 2.30% | 59.88K shares | Prior unavailable — | — | ↗▾ |
| 10 | CLOIVANECK CLO ETFMF Closed and MF Open View history and evidence | $3.07M | 2.24% | 58.17K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2056693 · Period Dec 31, 2024
Data loaded Oct 15, 2026 · First reported Feb 18, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 136817787
}Research all 736 reported holdings.
This page includes 30 of 736 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.