MPWM ADVISORY SOLUTIONS, LLC
Top Portfolio Positions
311 positions ·
$63,793,720 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
49,651 | $32,290,031 | 50.62% |
| QQQ |
Invesco Qqq Trust, Series 1
|
15,081 | $8,704,451 | 13.64% |
| NVDA |
Nvidia Corp
Technology
|
13,999 | $2,441,425 | 3.83% |
| AAPL |
Apple Inc.
Technology
|
9,484 | $2,406,944 | 3.77% |
| OUNZ |
VanEck Merk Gold ETF
|
28,456 | $1,281,942 | 2.01% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,129 | $1,276,486 | 2.00% |
| MUA |
Blackrock Muniassets Fund, Inc.
Financial Services
|
102,017 | $1,082,400 | 1.70% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,754 | $791,940 | 1.24% |
| GLD |
Spdr Gold Trust
|
1,783 | $767,207 | 1.20% |
| CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
Financial Services
|
35,109 | $737,991 | 1.16% |
Holdings in BST
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,930 | 9,104 | Shares | Sole | 2026-05-13 | |
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