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Portfolio (Quarterly) Guide ↗

MPWM ADVISORY SOLUTIONS, LLC

· CIK 0002056693
13F Portfolio $189M AUM 577 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 117 Added 82 Reduced 29 Exited
Page 10 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ABBV ABBVIE INC Healthcare 269.0 $58K 0.03% +176.0 +189.2% $217.13 -0.8%
182 KO COCA COLA COMPANY Consumer Defensive 764.0 $58K 0.03% -400.0 -34.4% $76.09 +7.3%
183 FEX FIRST TRUST 475.0 $58K 0.03% $121.93 +10.4%
184 COST COSTCO WHOLESALE Consumer Defensive 58.0 $58K 0.03% -83.0 -58.9% $994.97 +0.9%
185 VYMI VANGUARD INTL 611.0 $58K 0.03% NEW $94.23 +6.7%
186 LNG CHENIERE ENERGY Energy 201.0 $57K 0.03% NEW $283.76 -18.6%
187 EFG ISHARES MSCI 512.0 $57K 0.03% +50.0 +10.8% $111.34 +10.2%
188 NLR VANECK URANIUM 428.0 $57K 0.03% NEW $133.19 -0.5%
189 IWR ISHARES RUSSELL 581.0 $56K 0.03% -12.0 -2.0% $97.19 +9.8%
190 XLF STATE STREET 1,108.0 $55K 0.03% -25.0 -2.2% $49.37 +4.2%
191 IGSB ISHARES 1-5 1,016.0 $53K 0.03% $52.56 -0.2%
192 RTX RTX CORP Industrials 275.0 $53K 0.03% $193.04 -8.5%
193 SO SOUTHERN COMPANY Utilities 544.0 $53K 0.03% $96.56 -2.9%
194 CMCSA COMCAST CORP Communication Services 1,812.0 $52K 0.03% +699.0 +62.8% $28.71 -12.2%
195 ISRG INTUITIVE SURGICAL Healthcare 111.0 $51K 0.03% +1.0 +0.9% $460.99 -9.2%
196 MTUM ISHARES MSCI 210.0 $50K 0.03% $239.99 +30.6%
197 CVS CVS HEALTH Healthcare 700.0 $50K 0.03% $71.82 +28.2%
198 FXL FIRST TRUST 314.0 $50K 0.03% $158.87 +28.9%
199 BSV VANGUARD SHORT 621.0 $49K 0.03% $78.41 -0.5%
200 PAYC PAYCOM SOFTWARE Technology 400.0 $49K 0.03% $121.54 +8.8%
Page 10 of 29  ·  577 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 74.1%
Technology 11.4%
Communication Services 4.8%
Consumer Cyclical 3.1%
Healthcare 3.0%
Industrials 1.3%
Utilities 0.9%
Consumer Defensive 0.6%
Energy 0.4%
Basic Materials 0.1%