MPWM ADVISORY SOLUTIONS, LLC

13F filer, CIK 2056693, ALPHARETTA, GA

MPWM ADVISORY SOLUTIONS, LLC reported $137,844,061 across 734 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 58.57% of the portfolio.

Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0002056693-25-000002

Period: 2025-03-31
Reported value: $138M
Holdings: 734
Top 10 weight: 58.57%
New: 29
Sold out: 31

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SPTMadded	+35,751	$2.43M
SFLRadded	+59,340	$1.86M
CIBRadded	+26,203	$1.65M
IJHadded	+20,717	$1.21M
QQQadded	+2,537	$1.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MOATexited	-17,162	-$1.59M
TBILreduced	-15,133	-$757K
IWMreduced	-2,959	-$590K
CLOIreduced	-8,359	-$442K
TFLOreduced	-7,446	-$377K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0002056693-25-000002, largest first. % of portfolio is the value over $137,798,461, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
EIXEDISON INTL	23	$1.35K	<0.01%	0	Timeline
BWABORGWARNER INC	47	$1.35K	<0.01%	0	Timeline
EXCEXELON CORP	29	$1.34K	<0.01%	0	Timeline
TSTENARIS S A	34	$1.33K	<0.01%	0	Timeline
ENSGENSIGN GROUP INC	10	$1.29K	<0.01%	0	Timeline
EXELEXELIXIS INC	34	$1.25K	<0.01%	0	Timeline
GGGGRACO INC	15	$1.25K	<0.01%	0	Timeline
PNCPNC FINL SVCS GROUP INC	7	$1.23K	<0.01%	0	Timeline
RPRXROYALTY PHARMA PLC	39	$1.21K	<0.01%	0	Timeline
MARMARRIOTT INTL INC NEW	5	$1.19K	<0.01%	0	Timeline
HLNEHAMILTON LANE INC	8	$1.19K	<0.01%	0	Timeline
LYGLLOYDS BANKING GROUP PLC	310	$1.18K	<0.01%	0	Timeline
BNYBANK OF NY MELLON CORP	14	$1.17K	<0.01%	0	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	35	$1.17K	<0.01%	new	Timeline
CCKCROWN HLDGS INC	13	$1.16K	<0.01%	0	Timeline
TERTERADYNE INC	14	$1.16K	<0.01%	0	Timeline
GTLSCHART INDS INC	8	$1.16K	<0.01%	0	Timeline
RYAAYRYANAIR HOLDINGS PLC	27	$1.14K	<0.01%	0	Timeline
JAZZJAZZ PHARMACEUTICALS PLC	9	$1.12K	<0.01%	0	Timeline
EHCENCOMPASS HEALTH CORP	11	$1.11K	<0.01%	0	Timeline
CNQCANADIAN NAT RES LTD MED TER	36	$1.11K	<0.01%	0	Timeline
SPOTSPOTIFY TECHNOLOGY S A	2	$1.1K	<0.01%	-55	Timeline
WBDWARNER BROS DISCOVERY INC	101	$1.08K	<0.01%	0	Timeline
AXONAXON ENTERPRISE INC	2	$1.05K	<0.01%	0	Timeline
CRAICRA INTL INC	6	$1.04K	<0.01%	0	Timeline
DFISDIMENSIONAL ETF TRUST	40	$1.03K	<0.01%	0	Timeline
CEGCONSTELLATION ENERGY CORP	5	$1.01K	<0.01%	0	Timeline
LMATLEMAITRE VASCULAR INC	12	$1.01K	<0.01%	0	Timeline
RIVNRIVIAN AUTOMOTIVE INC	80	$997	<0.01%	0	Timeline
DKNGDRAFTKINGS INC NEW	30	$996	<0.01%	0	Timeline
MGAMAGNA INTL INC	29	$986	<0.01%	0	Timeline
IYEISHARES TR	20	$986	<0.01%	0	Timeline
UNMUNUM GROUP	12	$978	<0.01%	0	Timeline
DVNDEVON ENERGY CORP NEW	26	$972	<0.01%	0	Timeline
MUBISHARES TR	9	$949	<0.01%	0	Timeline
AGMFEDERAL AGRIC MTG CORP	5	$938	<0.01%	0	Timeline
ALKALASKA AIR GROUP INC	19	$935	<0.01%	0	Timeline
SOFISOFI TECHNOLOGIES INC	80	$930	<0.01%	-2,030	Timeline
LNGCHENIERE ENERGY INC	4	$926	<0.01%	0	Timeline
NINISOURCE INC	23	$922	<0.01%	0	Timeline
ABEVAMBEV SA	389	$906	<0.01%	0	Timeline
TMTOYOTA MOTOR CORP	5	$883	<0.01%	0	Timeline
LADLITHIA MTRS INC	3	$881	<0.01%	0	Timeline
VTRSVIATRIS INC	101	$879	<0.01%	0	Timeline
HOMBHOME BANCSHARES INC	31	$876	<0.01%	0	Timeline
PCARPACCAR INC	9	$876	<0.01%	0	Timeline
CASYCASEYS GEN STORES INC	2	$868	<0.01%	0	Timeline
EAELECTRONIC ARTS INC	6	$867	<0.01%	0	Timeline
IRMIRON MTN INC DEL	10	$860	<0.01%	0	Timeline
VNTVONTIER CORPORATION	26	$854	<0.01%	0	Timeline
USFDUS FOODS HLDG CORP	13	$851	<0.01%	0	Timeline
KVUEKENVUE INC	35	$839	<0.01%	0	Timeline
IGSBISHARES TR	16	$838	<0.01%	0	Timeline
WMBWILLIAMS COS INC	14	$837	<0.01%	0	Timeline
RCLROYAL CARIBBEAN GROUP	4	$822	<0.01%	0	Timeline
FISFIDELITY NATL INFORMATION SV	11	$821	<0.01%	0	Timeline
HHHHOWARD HUGHES HOLDINGS INC	11	$815	<0.01%	0	Timeline
XBISPDR SERIES TRUST	10	$811	<0.01%	0	Timeline
SXISTANDEX INTL CORP	5	$807	<0.01%	0	Timeline
MJAMPLIFY ETF TR	41	$800	<0.01%	new	Timeline
BABAALIBABA GROUP HLDG LTD	6	$794	<0.01%	0	Timeline
XRAYDENTSPLY SIRONA INC	53	$792	<0.01%	0	Timeline
BKRBAKER HUGHES COMPANY	18	$791	<0.01%	0	Timeline
AYIACUITY INC	3	$790	<0.01%	0	Timeline
APHAMPHENOL CORP	12	$787	<0.01%	0	Timeline
AZEK CO INCAZEK CO INC	16	$782	<0.01%	0
ALAIR LEASE CORP	16	$773	<0.01%	0	Timeline
JLLJONES LANG LASALLE INC	3	$744	<0.01%	0	Timeline
EMEEMCOR GROUP INC	2	$739	<0.01%	0	Timeline
ARANTERO RESOURCES CORP	18	$728	<0.01%	0	Timeline
WABWABTEC	4	$725	<0.01%	0	Timeline
NXSTNEXSTAR MEDIA GROUP INC	4	$717	<0.01%	0	Timeline
SWIMLATHAM GROUP INC	110	$707	<0.01%	0	Timeline
VMCVULCAN MATLS CO	3	$700	<0.01%	0	Timeline
SCHPSCHWAB STRATEGIC TR	26	$699	<0.01%	0	Timeline
LHLABCORP HOLDINGS INC	3	$698	<0.01%	0	Timeline
OLEDUNIVERSAL DISPLAY CORP	5	$697	<0.01%	0	Timeline
RJFRAYMOND JAMES FINL INC	5	$695	<0.01%	0	Timeline
TRNOTERRENO RLTY CORP	11	$695	<0.01%	0	Timeline
UMHUMH PPTYS INC	37	$692	<0.01%	0	Timeline
DTEDTE ENERGY CO	5	$691	<0.01%	0	Timeline
BWXTBWX TECHNOLOGIES INC	7	$691	<0.01%	0	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	9	$689	<0.01%	0	Timeline
BIPCBROOKFIELD INFRASTRUCTURE CO	19	$688	<0.01%	0	Timeline
IPARINTERPARFUMS INC	6	$683	<0.01%	0	Timeline
EPDENTERPRISE PRODS PARTNERS L	20	$683	<0.01%	0	Timeline
EBAYEBAY INC.	10	$677	<0.01%	0	Timeline
DECKDECKERS OUTDOOR CORP	6	$671	<0.01%	-120	Timeline
OKLOOKLO INC	31	$671	<0.01%	new	Timeline
CBTCABOT CORP	8	$665	<0.01%	0	Timeline
XHESPDR SERIES TRUST	8	$658	<0.01%	0	Timeline
SIRISIRIUSXM HOLDINGS INC	29	$654	<0.01%	0	Timeline
JHGJANUS HENDERSON GROUP PLC	18	$651	<0.01%	0	Timeline
UTZUTZ BRANDS INC	46	$648	<0.01%	0	Timeline
VMRKVIVMARK RESIDENTIAL	9	$644	<0.01%	0	Timeline
CNSCOHEN & STEERS INC	8	$642	<0.01%	0	Timeline
CPKCHESAPEAKE UTILS CORP	5	$642	<0.01%	0	Timeline
EOGEOG RES INC	5	$641	<0.01%	0	Timeline
FANGDIAMONDBACK ENERGY INC	4	$640	<0.01%	0	Timeline
NOGNORTHERN OIL & GAS INC	21	$635	<0.01%	0	Timeline
CWCURTISS WRIGHT CORP	2	$635	<0.01%	0	Timeline
FLSFLOWSERVE CORP	13	$635	<0.01%	0	Timeline
AIZASSURANT INC	3	$629	<0.01%	0	Timeline
UGIUGI CORP NEW	19	$628	<0.01%	0	Timeline
URIUNITED RENTALS INC	1	$627	<0.01%	0	Timeline
PSMTPRICESMART INC	7	$615	<0.01%	0	Timeline
CHECHEMED CORP NEW	1	$615	<0.01%	0	Timeline
CPNGCOUPANG INC	28	$614	<0.01%	0	Timeline
GEVGE VERNOVA INC	2	$611	<0.01%	0	Timeline
OGNORGANON & CO	41	$611	<0.01%	0	Timeline
GTLBGITLAB INC	13	$611	<0.01%	0	Timeline
TNLTRAVEL PLUS LEISURE CO	13	$602	<0.01%	0	Timeline
CMSCMS ENERGY CORP	8	$601	<0.01%	0	Timeline
REGREGENCY CTRS CORP	8	$590	<0.01%	0	Timeline
ZMZOOM COMMUNICATIONS INC	8	$590	<0.01%	0	Timeline
TTEKTETRA TECH INC NEW	20	$585	<0.01%	0	Timeline
GNWGENWORTH FINL INC	82	$581	<0.01%	0	Timeline
MPWRMONOLITHIC PWR SYS INC	1	$580	<0.01%	0	Timeline
HUBSHUBSPOT INC	1	$571	<0.01%	0	Timeline
VMIVALMONT INDS INC	2	$571	<0.01%	0	Timeline
OCOWENS CORNING NEW	4	$571	<0.01%	0	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	5	$566	<0.01%	0	Timeline
MSCIMSCI INC	1	$566	<0.01%	0	Timeline
CHRDCHORD ENERGY CORPORATION	5	$564	<0.01%	0	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	36	$555	<0.01%	0	Timeline
HPQHP INC	20	$554	<0.01%	-258	Timeline
NXRTNEXPOINT RESIDENTIAL TR INC	14	$553	<0.01%	0	Timeline
CCOICOGENT COMM HOLDINGS INC	9	$552	<0.01%	0	Timeline
CAHCARDINAL HEALTH INC	4	$551	<0.01%	0	Timeline
STVNSTEVANATO GROUP S P A	27	$551	<0.01%	0	Timeline
LEN-BLENNAR CORP	5	$545	<0.01%	0	Timeline
INGRINGREDION INC	4	$541	<0.01%	0	Timeline
ELANELANCO ANIMAL HEALTH INC	51	$536	<0.01%	0	Timeline
DCIDONALDSON INC	8	$536	<0.01%	0	Timeline
UFPIUFP INDUSTRIES INC	5	$535	<0.01%	0	Timeline
DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INC	59	$527	<0.01%	0
LCIILCI INDS	6	$525	<0.01%	0	Timeline
SNXTD SYNNEX CORPORATION	5	$520	<0.01%	0	Timeline
AVTRAVANTOR INC	32	$519	<0.01%	0	Timeline
TDCTERADATA CORP DEL	23	$517	<0.01%	0	Timeline
ROSTROSS STORES INC	4	$511	<0.01%	0	Timeline
ALLYALLY FINL INC	14	$511	<0.01%	0	Timeline
USPHU S PHYSICAL THERAPY	7	$507	<0.01%	0	Timeline
KEXKIRBY CORP	5	$505	<0.01%	0	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	7	$493	<0.01%	0	Timeline
HXLHEXCEL CORP NEW	9	$493	<0.01%	0	Timeline
MTRNMATERION CORP	6	$490	<0.01%	0	Timeline
KNSLKINSALE CAP GROUP INC	1	$487	<0.01%	0	Timeline
RIORIO TINTO PLC	8	$481	<0.01%	0	Timeline
SNDRSCHNEIDER NATIONAL INC	21	$480	<0.01%	0	Timeline
BURLBURLINGTON STORES INC	2	$477	<0.01%	0	Timeline
PRGOPERRIGO CO PLC	17	$477	<0.01%	0	Timeline
ILMNILLUMINA INC	6	$476	<0.01%	0	Timeline
COLDAMERICOLD REALTY TRUST INC	22	$472	<0.01%	0	Timeline
SHOESHOE STA GROUP INC	21	$462	<0.01%	0	Timeline
HLTHILTON WORLDWIDE HLDGS INC	2	$455	<0.01%	0	Timeline
WINGWINGSTOP INC	2	$451	<0.01%	0	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	2	$448	<0.01%	0	Timeline
STTSTATE STR CORP	5	$448	<0.01%	0	Timeline
CNXCCONCENTRIX CORP	8	$445	<0.01%	0	Timeline
ALVAUTOLIV INC	5	$442	<0.01%	0	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	10	$438	<0.01%	new	Timeline
QRVOQORVO INC	6	$434	<0.01%	0	Timeline
HOLXHOLOGIC INC	7	$432	<0.01%	0	Timeline
BCBRUNSWICK CORP	8	$431	<0.01%	0	Timeline
AVBAVALONBAY CMNTYS INC	2	$429	<0.01%	0	Timeline
AESIATLAS ENERGY SOLUTIONS INC	24	$428	<0.01%	0	Timeline
VITLVITAL FARMS INC	14	$427	<0.01%	0	Timeline
NUVLNUVALENT INC	6	$426	<0.01%	0	Timeline
IDXXIDEXX LABS INC	1	$420	<0.01%	0	Timeline
APTVAPTIV PLC	7	$417	<0.01%	0	Timeline
LFUSLITTELFUSE INC	2	$393	<0.01%	0	Timeline
ETENERGY TRANSFER L P	21	$390	<0.01%	0	Timeline
CGNXCOGNEX CORP	13	$388	<0.01%	0	Timeline
NVAXNOVAVAX INC	60	$385	<0.01%	0	Timeline
HOGHARLEY DAVIDSON INC	15	$379	<0.01%	0	Timeline
CTVACORTEVA INC	6	$378	<0.01%	0	Timeline
PCVXVAXCYTE INC	10	$378	<0.01%	0	Timeline
DLTRDOLLAR TREE INC	5	$375	<0.01%	-300	Timeline
XLESELECT SECTOR SPDR TR	4	$374	<0.01%	-600	Timeline
SYKSTRYKER CORPORATION	1	$372	<0.01%	0	Timeline
GENGEN DIGITAL INC	14	$372	<0.01%	0	Timeline
KWRQUAKER HOUGHTON	3	$371	<0.01%	0	Timeline
IRMDIRADIMED CORP	7	$367	<0.01%	0	Timeline
KLICKULICKE & SOFFA INDS INC	11	$363	<0.01%	0	Timeline
NSPINSPERITY INC	4	$357	<0.01%	0	Timeline
TILEINTERFACE INC	18	$357	<0.01%	0	Timeline
POWIPOWER INTEGRATIONS INC	7	$354	<0.01%	0	Timeline
PKPARK HOTELS & RESORTS INC	33	$352	<0.01%	0	Timeline
DGDOLLAR GEN CORP	4	$352	<0.01%	0	Timeline
CIVICIVITAS RESOURCES INC	10	$349	<0.01%	0	Timeline
KFRCKFORCE INC	7	$342	<0.01%	0	Timeline
FSVFIRSTSERVICE CORP NEW	2	$332	<0.01%	0	Timeline
INFORMATICA INCINFORMATICA INC	19	$332	<0.01%	0
WDCWESTERN DIGITAL CORP	8	$323	<0.01%	0	Timeline
AGNTAGNT INC	33	$323	<0.01%	0	Timeline
WCCWESCO INTL INC	2	$311	<0.01%	0	Timeline
GAPGAP INC	15	$309	<0.01%	0	Timeline
KDPKEURIG DR PEPPER INC	9	$308	<0.01%	0	Timeline
MEDPMEDPACE HLDGS INC	1	$305	<0.01%	0	Timeline
BBWIBATH & BODY WORKS INC	10	$303	<0.01%	0	Timeline
TREELENDINGTREE INC	6	$302	<0.01%	0	Timeline
XLVSELECT SECTOR SPDR TR	2	$292	<0.01%	0	Timeline
TXTTEXTRON INC	4	$289	<0.01%	0	Timeline
SKXSKECHERS U S A INC	5	$284	<0.01%	0	Timeline
ACMAECOM	3	$278	<0.01%	0	Timeline
TPCTUTOR PERINI CORP	12	$278	<0.01%	0	Timeline
BPOPPOPULAR INC	3	$277	<0.01%	0	Timeline
BIIBBIOGEN INC	2	$274	<0.01%	0	Timeline
LDOSLEIDOS HOLDINGS INC	2	$270	<0.01%	0	Timeline
WK KELLOGG COWK KELLOGG CO	13	$253	<0.01%	0
SSTKSHUTTERSTOCK INC	13	$242	<0.01%	0	Timeline
WTFCWINTRUST FINL CORP	2	$225	<0.01%	0	Timeline
LEGLEGGETT & PLATT INC	28	$221	<0.01%	0	Timeline
NLOPNET LEASE OFFICE PROPERTIES	7	$220	<0.01%	0	Timeline
SPDWSPDR INDEX SHS FDS	5	$182	<0.01%	new	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	2	$162	<0.01%	0	Timeline
XLSRSSGA ACTIVE TR	3	$152	<0.01%	new	Timeline
NATLNCR ATLEOS CORPORATION	4	$106	<0.01%	0	Timeline
SNDKSANDISK CORP	2	$95	<0.01%	new	Timeline
WHWYNDHAM HOTELS & RESORTS INC	1	$91	<0.01%	0	Timeline
MRNAMODERNA INC	3	$85	<0.01%	0	Timeline
VYXNCR VOYIX CORPORATION	8	$78	<0.01%	0	Timeline
NOKNOKIA CORP	10	$55	<0.01%	0	Timeline
MRPMILLROSE PPTYS INC	2	$53	<0.01%	new	Timeline
BYNDBEYOND MEAT INC	15	$46	<0.01%	0	Timeline
TILRAY INCTILRAY INC	70	$46	<0.01%	0
BLNKBLINK CHARGING CO	29	$27	<0.01%	0	Timeline
GRALGRAIL INC	1	$26	<0.01%	0	Timeline
SEGSEAPORT ENTMT GROUP INC	1	$21	<0.01%	0	Timeline
ZIMVIE INCZIMVIE INC	1	$11	<0.01%	0
CRISCURIS INC	2	$4	<0.01%	0	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
VANGUARD WORLD FDVANGUARD WORLD FD MEGA GRWTH IND	put	8	$28.2K	new
NVIDIA CORPORATIONNVIDIA CORPORATION PUT	put	7	$17.4K	new

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
MOATVANECK ETF TRUST	17,162	$1.59M	shares
FICSFIRST TR EXCHANGE TRADED FD	5,175	$176K	shares
IQLTISHARES TR	3,000	$111K	shares
IBPINSTALLED BLDG PRODS INC	516	$90.4K	shares
VRIGINVESCO ACTIVELY MANAGED EXC	3,461	$86.9K	shares
MGVVANGUARD WORLD FD	511	$63.8K	shares
DIVOAMPLIFY ETF TR	836	$33.8K	shares
STLASTELLANTIS N.V	2,250	$29.4K	shares
HSYHERSHEY CO	165	$27.9K	shares
NUNU HLDGS LTD	2,000	$20.7K	shares
LITHIUM AMERICAS ARGENTINA CLITHIUM AMERICAS ARGENTINA C	7,505	$19.7K	shares
NICENICE LTD	100	$17K	shares
ENFRALPS ETF TR	492	$15.3K	shares
MGMMGM RESORTS INTERNATIONAL	425	$14.7K	shares
XHBSPDR SERIES TRUST	100	$10.5K	shares
HYGISHARES TR	115	$9.04K	shares
BIDUBAIDU INC	100	$8.43K	shares
HUMHUMANA INC	25	$6.34K	shares
KBESPDR SERIES TRUST	110	$6.1K	shares
CAVACAVA GROUP INC	50	$5.64K	shares
LUVSOUTHWEST AIRLS CO	131	$4.41K	shares
MSTRSTRATEGY INC	10	$2.9K	shares
HALHALLIBURTON CO	103	$2.79K	shares
SOLVSOLVENTUM CORP	20	$1.32K	shares
DFHDREAM FINDERS HOMES INC	50	$1.16K	shares
AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF	500	$1.12K	shares
ABNBAIRBNB INC	7	$920	shares
MARAMARA HOLDINGS INC	50	$839	shares
ELVELEVANCE HEALTH INC FORMERLY	1	$369	shares
ACBAURORA CANNABIS INC	2	$9	shares
NKLAQNIKOLA CORP	2	$2	shares

How Q1 2025 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 0002056693-25-000002	base		2025-05-15	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC