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Home > Institutional Investor > Mpwm Advisory Solutions, Llc > Profile

Instuitional Investor - Mpwm Advisory Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Mpwm Advisory Solutions, Llc
Portfolio Value $218,390,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 48,890 $36,509,944 16.72%
2.
Spdr Series Trust
 KRE 223,805 $20,319,278 9.3%
3.
Invesco Qqq
 14,779 $10,883,202 4.98%
4.
Spdr Series Trust
 KRE 358,826 $9,412,002 4.31%
5.
Ishares Trust
 IEF 24,697 $7,420,253 3.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.