MPWM ADVISORY SOLUTIONS, LLC - Portfolio overview

MPWM ADVISORY SOLUTIONS, LLC has 621 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STREET, 17.05%
2. SPTM - STATE STREET, 8.71%
3. SPTL - STATE STREET, 4.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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