MPWM ADVISORY SOLUTIONS, LLC

13F filer, CIK 2056693, ALPHARETTA, GA

MPWM ADVISORY SOLUTIONS, LLC reported $136,817,787 across 736 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-18. Its ten largest share positions make up 56.37% of the portfolio.

Filed 2025-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002056693-25-000001

Period: 2024-12-31
Reported value: $137M
Holdings: 736
Top 10 weight: 56.37%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002056693-25-000001, largest first. % of portfolio is the value over $136,817,787, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	53,423	$31.3M	22.88%	Timeline
SPTMSPDR SERIES TRUST	163,970	$11.7M	8.56%	Timeline
SPTLSPDR SERIES TRUST	234,862	$6.15M	4.5%	Timeline
QQQMINVESCO EXCH TRADED FD TR II	25,978	$5.47M	4%	Timeline
QQQINVESCO QQQ TR	9,784	$5M	3.66%	Timeline
XLISELECT SECTOR SPDR TR	29,998	$3.95M	2.89%	Timeline
IWMISHARES TR	16,861	$3.73M	2.72%	Timeline
DFUSDIMENSIONAL ETF TRUST	56,212	$3.58M	2.62%	Timeline
INDAISHARES TR	59,875	$3.15M	2.3%	Timeline
CLOIVANECK ETF TRUST	58,175	$3.07M	2.24%	Timeline
CDLVICTORY PORTFOLIOS II	46,915	$3.06M	2.24%	Timeline
SFLRINNOVATOR ETFS TRUST	86,274	$2.82M	2.06%	Timeline
AAPLAPPLE INC	10,910	$2.73M	2%	Timeline
BUFQFIRST TR EXCHNG TRADED FD VI	76,084	$2.39M	1.75%	Timeline
TFLOISHARES TR	47,212	$2.38M	1.74%	Timeline
SPYVSPDR SERIES TRUST	39,667	$2.03M	1.48%	Timeline
NVDANVIDIA CORPORATION	14,812	$1.99M	1.45%	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	50,406	$1.81M	1.32%	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	64,954	$1.6M	1.17%	Timeline
MOATVANECK ETF TRUST	17,162	$1.59M	1.16%	Timeline
TBILRBB FD INC	25,825	$1.29M	0.94%	Timeline
AMZNAMAZON COM INC	4,790	$1.05M	0.77%	Timeline
MGCVANGUARD WORLD FD	4,761	$1.01M	0.74%	Timeline
MUABLACKROCK MUNIASSETS FD INC	90,877	$1M	0.73%	Timeline
MSFTMICROSOFT CORP	2,053	$865K	0.63%	Timeline
VOVANGUARD INDEX FDS	3,206	$847K	0.62%	Timeline
VVISA INC	2,455	$776K	0.57%	Timeline
MGKVANGUARD WORLD FD	2,198	$755K	0.55%	Timeline
METAMETA PLATFORMS INC	1,225	$717K	0.52%	Timeline
DFIVDIMENSIONAL ETF TRUST	19,658	$697K	0.51%	Timeline
BUFFINNOVATOR ETFS TRUST	15,360	$690K	0.5%	Timeline
GOOGALPHABET INC	3,602	$686K	0.5%	Timeline
VOOVANGUARD INDEX FDS	1,192	$642K	0.47%	Timeline
VBVANGUARD INDEX FDS	2,444	$587K	0.43%	Timeline
SGOVISHARES TR	5,648	$567K	0.41%	Timeline
DFACDIMENSIONAL ETF TRUST	16,163	$559K	0.41%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	10,221	$515K	0.38%	Timeline
PFXFVANECK ETF TRUST	29,243	$504K	0.37%	Timeline
JNJJOHNSON & JOHNSON	3,346	$484K	0.35%	Timeline
DFUVDIMENSIONAL ETF TRUST	11,703	$479K	0.35%	Timeline
GOOGLALPHABET INC	2,437	$461K	0.34%	Timeline
CFAVICTORY PORTFOLIOS II	5,239	$445K	0.33%	Timeline
DFASDIMENSIONAL ETF TRUST	6,634	$432K	0.32%	Timeline
VTIVANGUARD INDEX FDS	1,418	$411K	0.3%	Timeline
QGROAMERICAN CENTY ETF TR	3,945	$393K	0.29%	Timeline
AMLPALPS ETF TR	7,937	$382K	0.28%	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	12,243	$373K	0.27%	Timeline
PULSPGIM ETF TR	7,512	$372K	0.27%	Timeline
ONONON HLDG AG	6,536	$358K	0.26%	Timeline
IWBISHARES TR	1,107	$357K	0.26%	Timeline
ELLAUDER ESTEE COS INC	4,505	$338K	0.25%	Timeline
XLKSELECT SECTOR SPDR TR	1,360	$316K	0.23%	Timeline
IJHISHARES TR	4,903	$306K	0.22%	Timeline
DFAXDIMENSIONAL ETF TRUST	12,018	$299K	0.22%	Timeline
CGSDCAPITAL GRP FIXED INCM ETF T	11,571	$297K	0.22%	Timeline
BIVVANGUARD BD INDEX FDS	3,969	$297K	0.22%	Timeline
GLDSPDR GOLD TR	1,222	$296K	0.22%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	641	$291K	0.21%	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	4,828	$286K	0.21%	Timeline
EMBISHARES TR	3,100	$276K	0.2%	Timeline
PAAAPGIM ETF TR	5,352	$274K	0.2%	Timeline
VVVANGUARD INDEX FDS	988	$266K	0.19%	Timeline
IWFISHARES TR	656	$264K	0.19%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,175	$258K	0.19%	Timeline
UALUNITED AIRLS HLDGS INC	2,612	$254K	0.19%	Timeline
PYLDPIMCO ETF TR	9,697	$251K	0.18%	Timeline
NEENEXTERA ENERGY INC	3,380	$242K	0.18%	Timeline
VYMVANGUARD WHITEHALL FDS	1,845	$235K	0.17%	Timeline
VEAVANGUARD TAX-MANAGED FDS	4,507	$216K	0.16%	Timeline
ANETARISTA NETWORKS INC	1,944	$215K	0.16%	Timeline
CVXCHEVRON CORPORATION	1,481	$215K	0.16%	Timeline
DALDELTA AIR LINES INC	3,397	$206K	0.15%	Timeline
CCLCARNIVAL CORP	7,850	$196K	0.14%	Timeline
UITBVICTORY PORTFOLIOS II	4,123	$189K	0.14%	Timeline
LLYELI LILLY & CO	244	$188K	0.14%	Timeline
IMVPINVESCO INDIA EXCHANGE-TRADE	7,149	$184K	0.13%	Timeline
WMTWALMART INC	1,979	$179K	0.13%	Timeline
FICSFIRST TR EXCHANGE TRADED FD	5,175	$176K	0.13%	Timeline
VKTXVIKING THERAPEUTICS INC	4,217	$170K	0.12%	Timeline
TLTISHARES TR	1,939	$169K	0.12%	Timeline
DLYDOUBLELINE YIELD OPPORTUNITI	10,621	$168K	0.12%	Timeline
PFEPFIZER INC	5,821	$154K	0.11%	Timeline
AGGISHARES TR	1,520	$147K	0.11%	Timeline
NDMONUVEEN DYNAMIC MUN OPPORTUNI	14,522	$146K	0.11%	Timeline
GMGENERAL MTRS CO	2,717	$145K	0.11%	Timeline
IVVISHARES TR	241	$142K	0.1%	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	1,401	$138K	0.1%	Timeline
VFHVANGUARD WORLD FD	1,140	$135K	0.1%	Timeline
FHNFIRST HORIZON CORPORATION	6,465	$130K	0.1%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	719	$126K	0.09%	Timeline
FEZSPDR INDEX SHS FDS	2,469	$119K	0.09%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	128	$117K	0.09%	Timeline
DFICDIMENSIONAL ETF TRUST	4,435	$115K	0.08%	Timeline
IQLTISHARES TR	3,000	$111K	0.08%	Timeline
IVWISHARES TR	1,092	$111K	0.08%	Timeline
CDNSCADENCE DESIGN SYSTEM INC	363	$109K	0.08%	Timeline
GOFGUGGENHEIM STRATEGIC OPPORTU	7,000	$107K	0.08%	Timeline
IEFAISHARES TR	1,518	$107K	0.08%	Timeline
DIASTATE STR SPDR DOW JONES IND	248	$106K	0.08%	Timeline
KRESPDR SERIES TRUST	1,684	$102K	0.07%	Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	3,850	$99.1K	0.07%	Timeline
VZVERIZON COMMUNICATIONS INC	2,470	$98.8K	0.07%	Timeline
PGPROCTER & GAMBLE CO	587	$98.4K	0.07%	Timeline
TSLATESLA INC	243	$98.1K	0.07%	Timeline
KOCOCA COLA CO	1,547	$96.3K	0.07%	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	2,061	$95.3K	0.07%	Timeline
SSENTINELONE INC	4,250	$94.3K	0.07%	Timeline
FPEFIRST TR EXCH TRADED FD III	5,164	$91.4K	0.07%	Timeline
QYLDGLOBAL X FDS	5,000	$91.1K	0.07%	Timeline
IBPINSTALLED BLDG PRODS INC	516	$90.4K	0.07%	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	371	$90.2K	0.07%	Timeline
SCHDSCHWAB STRATEGIC TR	3,188	$87.1K	0.06%	Timeline
VRIGINVESCO ACTIVELY MANAGED EXC	3,461	$86.9K	0.06%	Timeline
XLPSELECT SECTOR SPDR TR	1,093	$85.9K	0.06%	Timeline
HDHOME DEPOT INC	220	$85.6K	0.06%	Timeline
KBWDINVESCO EXCH TRADED FD TR II	5,600	$82.2K	0.06%	Timeline
PAYCPAYCOM SOFTWARE INC	400	$82K	0.06%	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	10,000	$81.7K	0.06%	Timeline
SPHBINVESCO EXCH TRADED FD TR II	919	$81.4K	0.06%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	150	$78K	0.06%	Timeline
JPMJPMORGAN CHASE & CO	301	$72.2K	0.05%	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	817	$71.7K	0.05%	Timeline
OIHVANECK ETF TRUST	261	$70.8K	0.05%	Timeline
TMUST-MOBILE US INC	317	$70K	0.05%	Timeline
MTDRMATADOR RES CO	1,204	$67.7K	0.05%	Timeline
IWRISHARES TR	766	$67.7K	0.05%	Timeline
PEPPEPSICO INC	432	$65.7K	0.05%	Timeline
BSVVANGUARD BD INDEX FDS	832	$64.3K	0.05%	Timeline
MGVVANGUARD WORLD FD	511	$63.8K	0.05%	Timeline
ABNDAMERICAN CENTY ETF TR	1,475	$63.7K	0.05%	Timeline
AGYSAGILYSYS INC	483	$63.6K	0.05%	Timeline
PFFISHARES TR	2,022	$63.6K	0.05%	Timeline
FNYFIRST TR EXCHANGE-TRADED ALP	794	$63.5K	0.05%	Timeline
CWHCAMPING WORLD HLDGS INC	2,988	$63K	0.05%	Timeline
MUMICRON TECHNOLOGY INC	747	$62.9K	0.05%	Timeline
VHTVANGUARD WORLD FD	238	$60.4K	0.04%	Timeline
IUSBISHARES TR	1,334	$60.3K	0.04%	Timeline
FTCFIRST TR EXCHANGE-TRADED ALP	435	$60.1K	0.04%	Timeline
XBILRBB FD INC	1,197	$59.9K	0.04%	Timeline
SLVISHARES SILVER TR	2,240	$59K	0.04%	Timeline
IEVISHARES TR	1,124	$58.5K	0.04%	Timeline
FYXFIRST TR EXCHANGE-TRADED ALP	574	$58K	0.04%	Timeline
FSCSFIRST TR EXCHANGE TRADED FD	1,636	$57.9K	0.04%	Timeline
ISRGINTUITIVE SURGICAL INC	110	$57.4K	0.04%	Timeline
IWDISHARES TR	303	$56.1K	0.04%	Timeline
OEFISHARES TR	193	$55.7K	0.04%	Timeline
IJRISHARES TR	479	$55.2K	0.04%	Timeline
PFLTPENNANTPARK FLOATING RATE CA	5,000	$54.6K	0.04%	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	714	$54.6K	0.04%	Timeline
SPHDINVESCO EXCH TRADED FD TR II	1,123	$54.3K	0.04%	Timeline
FISVFISERV INC	264	$54.2K	0.04%	Timeline
NSSCNAPCO SEC TECHNOLOGIES INC	1,505	$53.5K	0.04%	Timeline
ULTAULTA BEAUTY INC	121	$52.6K	0.04%	Timeline
XLESELECT SECTOR SPDR TR	604	$51.7K	0.04%	Timeline
XYZBLOCK INC	597	$50.7K	0.04%	Timeline
QCOMQUALCOMM INC	326	$50.1K	0.04%	Timeline
OBILRBB FD INC	1,000	$50.1K	0.04%	Timeline
VNQVANGUARD INDEX FDS	538	$47.9K	0.04%	Timeline
BNDVANGUARD BD INDEX FDS	663	$47.7K	0.03%	Timeline
VICTORY PORTFOLIOS IIVICTORY PORTFOLIOS II	625	$46.2K	0.03%
MDYSTATE STR SPDR S&P MIDCAP 40	80	$45.6K	0.03%	Timeline
PLTRPALANTIR TECHNOLOGIES INC	600	$45.4K	0.03%	Timeline
MRKMERCK & CO INC	455	$45.2K	0.03%	Timeline
RTXRTX CORPORATION	374	$43.3K	0.03%	Timeline
DOWDOW HLDGS INC	1,076	$43.2K	0.03%	Timeline
GDXVANECK ETF TRUST	1,217	$41.3K	0.03%	Timeline
MCDMCDONALDS CORP	140	$40.7K	0.03%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	205	$40.5K	0.03%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	100	$40.3K	0.03%	Timeline
DVYISHARES TR	304	$39.9K	0.03%	Timeline
SLBSLB LIMITED	1,040	$39.9K	0.03%	Timeline
RWLINVESCO EXCH TRADED FD TR II	405	$39.7K	0.03%	Timeline
VUGVANGUARD INDEX FDS	96	$39.4K	0.03%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	875	$38.5K	0.03%	Timeline
MDTMEDTRONIC PLC	474	$37.9K	0.03%	Timeline
EMREMERSON ELEC CO	304	$37.7K	0.03%	Timeline
VEUVANGUARD INTL EQUITY INDEX F	652	$37.4K	0.03%	Timeline
AVGOBROADCOM INC	160	$37.1K	0.03%	Timeline
IEPICAHN ENTERPRISES LP	4,250	$36.8K	0.03%	Timeline
WRBBERKLEY W R CORP	628	$36.8K	0.03%	Timeline
DIHPDIMENSIONAL ETF TRUST	1,450	$36.6K	0.03%	Timeline
HYDVANECK ETF TRUST	699	$36.3K	0.03%	Timeline
APPAPPLOVIN CORP	112	$36.3K	0.03%	Timeline
EFAISHARES TR	478	$36.1K	0.03%	Timeline
CATCATERPILLAR INC	99	$35.9K	0.03%	Timeline
MAMASTERCARD INCORPORATED	68	$35.8K	0.03%	Timeline
SCHGSCHWAB STRATEGIC TR	1,276	$35.6K	0.03%	Timeline
ORCLORACLE CORP	213	$35.5K	0.03%	Timeline
COINCOINBASE GLOBAL INC	140	$34.8K	0.03%	Timeline
VTVVANGUARD INDEX FDS	205	$34.7K	0.03%	Timeline
IEMGISHARES INC	663	$34.6K	0.03%	Timeline
DIVOAMPLIFY ETF TR	836	$33.8K	0.02%	Timeline
CMCSACOMCAST CORP NEW	877	$32.9K	0.02%	Timeline
DGROISHARES TR	533	$32.7K	0.02%	Timeline
SOFISOFI TECHNOLOGIES INC	2,110	$32.5K	0.02%	Timeline
DGRWWISDOMTREE TR	395	$32K	0.02%	Timeline
PHPARKER-HANNIFIN CORP	50	$31.8K	0.02%	Timeline
SCHVSCHWAB STRATEGIC TR	1,200	$31.3K	0.02%	Timeline
DBLDOUBLELINE OPPORTUNISTIC CR	2,000	$31K	0.02%	Timeline
AMDADVANCED MICRO DEVICES INC	251	$30.3K	0.02%	Timeline
ACNACCENTURE PLC IRELAND	86	$30.3K	0.02%	Timeline
HONHONEYWELL INTL INC	130	$29.4K	0.02%	Timeline
STLASTELLANTIS N.V	2,250	$29.4K	0.02%	Timeline
COWZPACER FDS TR	498	$28.1K	0.02%	Timeline
HSYHERSHEY CO	165	$27.9K	0.02%	Timeline
DFCFDIMENSIONAL ETF TRUST	670	$27.7K	0.02%	Timeline
DISDISNEY WALT CO	242	$27K	0.02%	Timeline
LRCXLAM RESEARCH CORP	370	$26.7K	0.02%	Timeline
SMHVANECK ETF TRUST	110	$26.6K	0.02%	Timeline
CSCOCISCO SYS INC	447	$26.5K	0.02%	Timeline
DECKDECKERS OUTDOOR CORP	126	$25.6K	0.02%	Timeline
SPOTSPOTIFY TECHNOLOGY S A	57	$25.5K	0.02%	Timeline
PYPLPAYPAL HLDGS INC	296	$25.3K	0.02%	Timeline
QQEWFIRST TR EXCHANGE-TRADED FD	197	$24.6K	0.02%	Timeline
IJTISHARES TR	180	$24.4K	0.02%	Timeline
FFORD MTR CO	2,436	$24.1K	0.02%	Timeline
USHYISHARES TR	655	$24.1K	0.02%	Timeline
FNDFSCHWAB STRATEGIC TR	722	$24K	0.02%	Timeline
AIQGLOBAL X FDS	608	$23.5K	0.02%	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	304	$23.4K	0.02%	Timeline
LMTLOCKHEED MARTIN CORP	48	$23.3K	0.02%	Timeline
EDCONSOLIDATED EDISON INC	261	$23.3K	0.02%	Timeline
NFLXNETFLIX INC.	26	$23.2K	0.02%	Timeline
PRUPRUDENTIAL FINL INC	195	$23.1K	0.02%	Timeline
NYFISHARES TR	430	$22.9K	0.02%	Timeline
DLTRDOLLAR TREE INC	305	$22.9K	0.02%	Timeline
GISGENERAL MILLS INC	358	$22.8K	0.02%	Timeline
BLKBLACKROCK INC	22	$22.6K	0.02%	Timeline
TXNTEXAS INSTRS INC	120	$22.5K	0.02%	Timeline
IWPISHARES TR	177	$22.4K	0.02%	Timeline
NVONOVO-NORDISK A S	260	$22.4K	0.02%	Timeline
BXBLACKSTONE INC	126	$21.7K	0.02%	Timeline
PBPINVESCO EXCHANGE TRADED FD T	918	$21.6K	0.02%	Timeline
PPGPPG INDS INC	181	$21.6K	0.02%	Timeline
QARPDBX ETF TR	408	$21.4K	0.02%	Timeline
BACBANK OF AMER CORP	487	$21.4K	0.02%	Timeline
DFAIDIMENSIONAL ETF TRUST	730	$21.3K	0.02%	Timeline
SHELSHELL PLC	338	$21.1K	0.02%	Timeline
NUNU HLDGS LTD	2,000	$20.7K	0.02%	Timeline
IDEVISHARES TR	318	$20.5K	0.01%	Timeline
PRNINVESCO EXCHANGE TRADED FD T	133	$20.4K	0.01%	Timeline
CTRACOTERRA ENERGY INC	800	$20.4K	0.01%	Timeline
SLYGSPDR SERIES TRUST	225	$20.3K	0.01%	Timeline
GILDGILEAD SCIENCES INC	220	$20.3K	0.01%	Timeline
DOCUDOCUSIGN INC	225	$20.2K	0.01%	Timeline
DUKDUKE ENERGY CORP NEW	187	$20.1K	0.01%	Timeline
OMCOMNICOM GROUP INC	232	$20K	0.01%	Timeline
RSSTTIDAL TRUST II	834	$19.9K	0.01%	Timeline
DFNMDIMENSIONAL ETF TRUST	412	$19.7K	0.01%	Timeline
LITHIUM AMERICAS ARGENTINA CLITHIUM AMERICAS ARGENTINA C	7,505	$19.7K	0.01%
SIVRABRDN SILVER ETF TRUST	700	$19.3K	0.01%	Timeline
FLSPFRANKLIN TEMPLETON ETF TR	803	$19.2K	0.01%	Timeline
CRMSALESFORCE INC	57	$19.1K	0.01%	Timeline
MSMORGAN STANLEY	151	$19K	0.01%	Timeline
ETWEATON VANCE TAX-MANAGED GLOB	2,188	$18.4K	0.01%	Timeline
VTWOVANGUARD SCOTTSDALE FDS	206	$18.4K	0.01%	Timeline
KODKEASTMAN KODAK CO	2,800	$18.4K	0.01%	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	742	$18.3K	0.01%	Timeline
CMDTPIMCO ETF TR	724	$18.3K	0.01%	Timeline
XONEBONDBLOXX ETF TRUST	367	$18.2K	0.01%	Timeline
TFCTRUIST FINL CORP	411	$17.8K	0.01%	Timeline
CVSCVS HEALTH CORP	391	$17.5K	0.01%	Timeline
SPGSIMON PPTY GROUP INC NEW	100	$17.2K	0.01%	Timeline
ABTABBOTT LABORATORIES	152	$17.2K	0.01%	Timeline
CFGCITIZENS FINL GROUP INC	389	$17K	0.01%	Timeline
NICENICE LTD	100	$17K	0.01%	Timeline
IWSISHARES TR	129	$16.7K	0.01%	Timeline
NVSNOVARTIS AG	171	$16.6K	0.01%	Timeline
MOALTRIA GROUP INC	318	$16.6K	0.01%	Timeline
EFGISHARES TR	171	$16.6K	0.01%	Timeline
EFVISHARES TR	314	$16.5K	0.01%	Timeline
ABBVABBVIE INC	92	$16.4K	0.01%	Timeline
AJGGALLAGHER ARTHUR J & CO	57	$16.2K	0.01%	Timeline
WSOWATSCO INC	34	$16.1K	0.01%	Timeline
PSCDINVESCO EXCH TRADED FD TR II	146	$15.9K	0.01%	Timeline
DFAUDIMENSIONAL ETF TRUST	389	$15.8K	0.01%	Timeline
GSLCGOLDMAN SACHS ETF TR	135	$15.6K	0.01%	Timeline
LINLINDE PLC	37	$15.5K	0.01%	Timeline
ENFRALPS ETF TR	492	$15.3K	0.01%	Timeline
IBITISHARES BITCOIN TRUST ETF	284	$15.1K	0.01%	Timeline
MGMMGM RESORTS INTERNATIONAL	425	$14.7K	0.01%	Timeline
PGXINVESCO EXCH TRADED FD TR II	1,273	$14.7K	0.01%	Timeline
IJKISHARES TR	160	$14.5K	0.01%	Timeline
MTUMISHARES TR	70	$14.5K	0.01%	Timeline
IGPTINVESCO EXCHANGE TRADED FD T	320	$14.5K	0.01%	Timeline
SBUXSTARBUCKS CORP	158	$14.4K	0.01%	Timeline
MDLZMONDELEZ INTL INC	238	$14.2K	0.01%	Timeline
GPCGENUINE PARTS CO	120	$14K	0.01%	Timeline
ITWILLINOIS TOOL WKS INC	53	$13.4K	0.01%	Timeline
CTASIMPLIFY EXCHANGE TRADED FUN	481	$13.4K	0.01%	Timeline
FMHIFIRST TR EXCH TRADED FD III	276	$13.3K	0.01%	Timeline
HESS CORPHESS CORP	100	$13.3K	0.01%
VSSVANGUARD INTL EQUITY INDEX F	113	$12.9K	0.01%	Timeline
VCITVANGUARD SCOTTSDALE FDS	157	$12.6K	0.01%	Timeline
ESEVERSOURCE ENERGY	218	$12.5K	0.01%	Timeline
ZIONZIONS BANCORPORATION NATL AS	227	$12.3K	0.01%	Timeline
XLFSELECT SECTOR SPDR TR	250	$12.1K	0.01%	Timeline
CRWDCROWDSTRIKE HLDGS INC	35	$12K	0.01%	Timeline
BKLNINVESCO EXCH TRADED FD TR II	563	$11.9K	0.01%	Timeline
GDGENERAL DYNAMICS CORP	44	$11.6K	0.01%	Timeline
NKENIKE INC	152	$11.5K	0.01%	Timeline
AVEMAMERICAN CENTY ETF TR	194	$11.4K	0.01%	Timeline
SPIBSPDR SERIES TRUST	345	$11.3K	0.01%	Timeline
IWOISHARES TR	39	$11.2K	0.01%	Timeline
DEODIAGEO PLC	88	$11.2K	0.01%	Timeline
TRVTRAVELERS COMPANIES INC	46	$11.1K	0.01%	Timeline
GLTRABRDN PRECIOUS METALS BASKET	100	$11K	0.01%	Timeline
AXPAMERICAN EXPRESS CO	36	$10.7K	0.01%	Timeline
SONYSONY GROUP CORP	500	$10.6K	0.01%	Timeline
XYLDGLOBAL X FDS	250	$10.5K	0.01%	Timeline
XHBSPDR SERIES TRUST	100	$10.5K	0.01%	Timeline
MMM3M CO	80	$10.3K	0.01%	Timeline
ETRENTERGY CORP NEW	132	$10K	0.01%	Timeline
CCITIGROUP INC	141	$9.93K	0.01%	Timeline
PSXPHILLIPS 66	87	$9.86K	0.01%	Timeline
LNTALLIANT ENERGY CORP	164	$9.7K	0.01%	Timeline
ITOTISHARES TR	75	$9.65K	0.01%	Timeline
IAGGISHARES TR	193	$9.63K	0.01%	Timeline
PNQIINVESCO EXCHANGE TRADED FD T	200	$9.34K	0.01%	Timeline
WFCWELLS FARGO & CO	132	$9.32K	0.01%	Timeline
LOWLOWES COS INC	37	$9.13K	0.01%	Timeline
HPQHP INC	278	$9.09K	0.01%	Timeline
HYGISHARES TR	115	$9.04K	0.01%	Timeline
PGRPROGRESSIVE CORP	37	$8.87K	0.01%	Timeline
VIKVIKING HOLDINGS LTD	200	$8.81K	0.01%	Timeline
CPACOPA HOLDINGS SA	100	$8.79K	0.01%	Timeline
RWOSPDR INDEX SHS FDS	205	$8.78K	0.01%	Timeline
HCIHCI GROUP INC	75	$8.74K	0.01%	Timeline
NSCNORFOLK SOUTHN CORP	37	$8.68K	0.01%	Timeline
TGTTARGET CORP	64	$8.65K	0.01%	Timeline
ETNEATON CORP PLC	26	$8.63K	0.01%	Timeline
BIDUBAIDU INC	100	$8.43K	0.01%	Timeline
IYWISHARES TR	52	$8.29K	0.01%	Timeline
MFCMANULIFE FINL CORP	257	$7.9K	0.01%	Timeline
CHWYCHEWY INC	230	$7.7K	0.01%	Timeline
ONON SEMICONDUCTOR CORP	119	$7.5K	0.01%	Timeline
NOWSERVICENOW INC	7	$7.42K	0.01%	Timeline
HLFHERBALIFE LTD	1,100	$7.36K	0.01%	Timeline
ALGNALIGN TECHNOLOGY INC	35	$7.3K	0.01%	Timeline
ADBEADOBE INC	16	$7.12K	0.01%	Timeline
BSXBOSTON SCIENTIFIC CORP	79	$7.06K	0.01%	Timeline
ROADCONSTRUCTION PARTNERS INC	79	$6.99K	0.01%	Timeline
JVALJ P MORGAN EXCHANGE TRADED F	158	$6.83K	<0.01%	Timeline
TAT&T INC	300	$6.82K	<0.01%	Timeline
MUFGMITSUBISHI UFJ FINANCIAL GRO	578	$6.77K	<0.01%	Timeline
VBRVANGUARD INDEX FDS	34	$6.74K	<0.01%	Timeline
SPGIS&P GLOBAL INC	13	$6.47K	<0.01%	Timeline
AMIDEA SERIES TRUST	189	$6.45K	<0.01%	Timeline
HUMHUMANA INC	25	$6.34K	<0.01%	Timeline
IVOOVANGUARD ADMIRAL FDS INC	60	$6.33K	<0.01%	Timeline
DFSDDIMENSIONAL ETF TRUST	135	$6.33K	<0.01%	Timeline
WPCWP CAREY INC	116	$6.32K	<0.01%	Timeline
MURMURPHY OIL CORP	206	$6.25K	<0.01%	Timeline
JCIJOHNSON CONTROLS INTERNATION	78	$6.16K	<0.01%	Timeline
KBESPDR SERIES TRUST	110	$6.1K	<0.01%	Timeline
HLIHOULIHAN LOKEY INC	35	$6.08K	<0.01%	Timeline
UNHUNITEDHEALTH GROUP INC	12	$6.07K	<0.01%	Timeline
UBSUBS GROUP AG	200	$6.06K	<0.01%	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	100	$6.03K	<0.01%	Timeline
FTECFIDELITY COVINGTON TRUST	32	$5.93K	<0.01%	Timeline
AMATAPPLIED MATLS INC	36	$5.85K	<0.01%	Timeline
COPCONOCOPHILLIPS	58	$5.75K	<0.01%	Timeline
CAVACAVA GROUP INC	50	$5.64K	<0.01%	Timeline
XNXJXNUVEEN NEW JERSEY	456	$5.55K	<0.01%	Timeline
CBCHUBB LIMITED	20	$5.53K	<0.01%	Timeline
BNDXVANGUARD CHARLOTTE FDS	111	$5.44K	<0.01%	Timeline
KDKYNDRYL HLDGS INC	157	$5.43K	<0.01%	Timeline
DOCSDOXIMITY INC	100	$5.34K	<0.01%	Timeline
VBKVANGUARD INDEX FDS	19	$5.32K	<0.01%	Timeline
MBBISHARES TR	57	$5.23K	<0.01%	Timeline
DFAEDIMENSIONAL ETF TRUST	200	$5.08K	<0.01%	Timeline
BMRNBIOMARIN PHARMACEUTICAL INC	75	$4.93K	<0.01%	Timeline
CALFPACER FDS TR	111	$4.88K	<0.01%	Timeline
SNYSANOFI SA	101	$4.87K	<0.01%	Timeline
HDBHDFC BANK LTD	76	$4.85K	<0.01%	Timeline
ALLALLSTATE CORP	25	$4.82K	<0.01%	Timeline
UNPUNION PAC CORP	21	$4.79K	<0.01%	Timeline
PLDPROLOGIS INC.	45	$4.76K	<0.01%	Timeline
NTRANATERA INC	30	$4.75K	<0.01%	Timeline
ORLYOREILLY AUTOMOTIVE INC	4	$4.74K	<0.01%	Timeline
JNKSPDR SERIES TRUST	49	$4.68K	<0.01%	Timeline
DRIDARDEN RESTAURANTS INC	25	$4.67K	<0.01%	Timeline
BITBBITWISE BITCOIN ETF TR	91	$4.63K	<0.01%	Timeline
KRKROGER CO	74	$4.53K	<0.01%	Timeline
AWIARMSTRONG WORLD INDS INC NEW	32	$4.52K	<0.01%	Timeline
NGGNATIONAL GRID PLC	75	$4.46K	<0.01%	Timeline
BABOEING CO	25	$4.42K	<0.01%	Timeline
LUVSOUTHWEST AIRLS CO	131	$4.41K	<0.01%	Timeline
INTUINTUIT	7	$4.4K	<0.01%	Timeline
NEARISHARES U S ETF TR	87	$4.39K	<0.01%	Timeline
INGING GROEP N.V.	279	$4.37K	<0.01%	Timeline
SNPSSYNOPSYS INC	9	$4.37K	<0.01%	Timeline
NXPINXP SEMICONDUCTORS N V	21	$4.37K	<0.01%	Timeline
KKELLANOVA	54	$4.35K	<0.01%	Timeline
ICLNISHARES TR	377	$4.29K	<0.01%	Timeline
KKRKKR & CO INC	29	$4.29K	<0.01%	Timeline
FCXFREEPORT MCMORAN INC	112	$4.26K	<0.01%	Timeline
NOCNORTHROP GRUMMAN CORP	9	$4.22K	<0.01%	Timeline
CITHE CIGNA GROUP	15	$4.14K	<0.01%	Timeline
MLMMARTIN MARIETTA MATLS INC	8	$4.13K	<0.01%	Timeline
MCKMCKESSON CORP	7	$3.99K	<0.01%	Timeline
DHRDANAHER CORP DEL	17	$3.9K	<0.01%	Timeline
XOMEXXON MOBIL CORP	36	$3.87K	<0.01%	Timeline
PRIPRIMERICA INC	14	$3.8K	<0.01%	Timeline
MCOMOODYS CORP	8	$3.79K	<0.01%	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	69	$3.76K	<0.01%
TJXTJX COS INC NEW	31	$3.75K	<0.01%	Timeline
SHWSHERWIN WILLIAMS CO	11	$3.74K	<0.01%	Timeline
TTDTHE TRADE DESK INC	31	$3.64K	<0.01%	Timeline
VRTVERTIV HOLDINGS CO	32	$3.64K	<0.01%	Timeline
NRGNRG ENERGY INC	40	$3.61K	<0.01%	Timeline
RBCRBC BEARINGS INC	12	$3.59K	<0.01%	Timeline
CAKECHEESECAKE FACTORY INC	69	$3.27K	<0.01%	Timeline
LSTRLANDSTAR SYS INC	19	$3.27K	<0.01%	Timeline
UBERUBER TECHNOLOGIES INC	54	$3.26K	<0.01%	Timeline
XLUSELECT SECTOR SPDR TR	43	$3.25K	<0.01%	Timeline
AERAERCAP HOLDINGS NV	34	$3.25K	<0.01%	Timeline
GPNGLOBAL PMTS INC	29	$3.25K	<0.01%	Timeline
SNAPSNAP INC	300	$3.23K	<0.01%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	11	$3.22K	<0.01%	Timeline
CNPCENTERPOINT ENERGY INC	101	$3.22K	<0.01%	Timeline
IHGINTERCONTINENTAL HOTELS GROU	25	$3.12K	<0.01%	Timeline
ROPROPER TECHNOLOGIES INC	6	$3.12K	<0.01%	Timeline
EENI SPA	114	$3.12K	<0.01%	Timeline
HLMNHILLMAN SOLUTIONS CORP	320	$3.12K	<0.01%	Timeline
ZTSZOETIS INC	18	$2.93K	<0.01%	Timeline
MSTRSTRATEGY INC	10	$2.9K	<0.01%	Timeline
RWJINVESCO EXCH TRADED FD TR II	63	$2.88K	<0.01%	Timeline
SONSONOCO PRODS CO	59	$2.88K	<0.01%	Timeline
STNESTONECO LTD	360	$2.87K	<0.01%	Timeline
WMWASTE MGMT INC DEL	14	$2.83K	<0.01%	Timeline
RLIRLI CORP	17	$2.8K	<0.01%	Timeline
HALHALLIBURTON CO	103	$2.79K	<0.01%	Timeline
CMECME GROUP INC	12	$2.79K	<0.01%	Timeline
UNFUNIFIRST CORP MASS	16	$2.74K	<0.01%	Timeline
FEFIRSTENERGY CORP	68	$2.71K	<0.01%	Timeline
BOHBANK OF HI CORP	38	$2.71K	<0.01%	Timeline
AMEAMETEK INC	15	$2.7K	<0.01%	Timeline
LKFNLAKELAND FINL CORP	39	$2.68K	<0.01%	Timeline
WDFCWD 40 CO	11	$2.67K	<0.01%	Timeline
TSCOTRACTOR SUPPLY CO	50	$2.65K	<0.01%	Timeline
BTIBRITISH AMERN TOB PLC	72	$2.62K	<0.01%	Timeline
GFLGFL ENVIRONMENTAL INC	58	$2.58K	<0.01%	Timeline
BMIBADGER METER INC	12	$2.54K	<0.01%	Timeline
TDGTRANSDIGM GROUP INC	2	$2.54K	<0.01%	Timeline
AONAON PLC	7	$2.51K	<0.01%	Timeline
FULFULLER H B CO	37	$2.5K	<0.01%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	44	$2.49K	<0.01%	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	14	$2.47K	<0.01%	Timeline
AZTAAZENTA INC	49	$2.45K	<0.01%	Timeline
MANHMANHATTAN ASSOCIATES INC	9	$2.43K	<0.01%	Timeline
MRVLMARVELL TECHNOLOGY INC	22	$2.43K	<0.01%	Timeline
OMFLINVESCO EXCH TRD SLF IDX FD	43	$2.33K	<0.01%	Timeline
SPMDSPDR SERIES TRUST	42	$2.3K	<0.01%	Timeline
LULULULULEMON ATHLETICA INC	6	$2.29K	<0.01%	Timeline
PKGPACKAGING CORP AMER	10	$2.25K	<0.01%	Timeline
SITESITEONE LANDSCAPE SUPPLY INC	17	$2.24K	<0.01%	Timeline
KTBKONTOOR BRANDS INC	26	$2.22K	<0.01%	Timeline
USFRWISDOMTREE TR	44	$2.21K	<0.01%	Timeline
THOTHOR INDS INC	23	$2.2K	<0.01%	Timeline
FIZZNATIONAL BEVERAGE CORP	51	$2.18K	<0.01%	Timeline
ARWARROW ELECTRS INC	19	$2.15K	<0.01%	Timeline
SOSOUTHERN CO	26	$2.14K	<0.01%	Timeline
ADIANALOG DEVICES INC	10	$2.12K	<0.01%	Timeline
FFINFIRST FINL BANKSHARES INC	57	$2.06K	<0.01%	Timeline
HEI-AHEICO CORP NEW	11	$2.05K	<0.01%	Timeline
XELXCEL ENERGY INC	30	$2.03K	<0.01%	Timeline
GTYGETTY RLTY CORP NEW	66	$1.99K	<0.01%	Timeline
NDAQNASDAQ INC	25	$1.93K	<0.01%	Timeline
MRSHMARSH & MCLENNAN COS INC	9	$1.91K	<0.01%	Timeline
WTWWILLIS TOWERS WATSON PLC LTD	6	$1.88K	<0.01%	Timeline
UNILEVER PLCUNILEVER PLC	33	$1.87K	<0.01%
ADMARCHER DANIELS MIDLAND CO	37	$1.87K	<0.01%	Timeline
IFRAISHARES TR	40	$1.85K	<0.01%	Timeline
BLVVANGUARD BD INDEX FDS	27	$1.85K	<0.01%	Timeline
EIXEDISON INTL	23	$1.84K	<0.01%	Timeline
DDDUPONT DE NEMOURS INC	24	$1.83K	<0.01%	Timeline
PANWPALO ALTO NETWORKS INC	10	$1.82K	<0.01%	Timeline
AXTAAXALTA COATING SYS LTD	53	$1.81K	<0.01%	Timeline
AESAES CORP	139	$1.79K	<0.01%	Timeline
TSNTYSON FOODS INC	31	$1.78K	<0.01%	Timeline
TERTERADYNE INC	14	$1.76K	<0.01%	Timeline
AINALBANY INTL CORP	22	$1.76K	<0.01%	Timeline
PINSPINTEREST INC	60	$1.74K	<0.01%	Timeline
ALSNALLISON TRANSMISSION HLDGS I	16	$1.73K	<0.01%	Timeline
SMGSCOTTS MIRACLE-GRO CO	26	$1.73K	<0.01%	Timeline
FMCFMC CORP	35	$1.7K	<0.01%	Timeline
MELIMERCADOLIBRE INC	1	$1.7K	<0.01%	Timeline
AVDVAMERICAN CENTY ETF TR	26	$1.7K	<0.01%	Timeline
FDXFEDEX CORP	6	$1.69K	<0.01%	Timeline
OKTAOKTA INC	21	$1.66K	<0.01%	Timeline
POWWOUTDOOR HOLDING CO	1,500	$1.65K	<0.01%	Timeline
BPBP PLC	55	$1.63K	<0.01%	Timeline
STSENSATA TECHNOLOGIES HLDG PL	58	$1.59K	<0.01%	Timeline
FWONKLIBERTY MEDIA CORP DEL	17	$1.57K	<0.01%	Timeline
DDOMINION ENERGY INC	29	$1.56K	<0.01%	Timeline
VALEVALE S A	173	$1.53K	<0.01%	Timeline
SPRSPIRIT AEROSYSTEMS HLDGS INC	45	$1.53K	<0.01%	Timeline
GTLSCHART INDS INC	8	$1.53K	<0.01%	Timeline
COMTISHARES U S ETF TR	60	$1.52K	<0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002056693-25-000001	base		2025-02-18	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC