Portfolio (Quarterly)
Guide ↗
MPWM ADVISORY SOLUTIONS, LLC
· CIK 0002056693| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BMRN | BIOMARIN PHARMACEUTICAL | Healthcare | 75 | $4K | 0.00% | SOLD |
| 22 | SNY | SANOFI | Healthcare | 83 | $4K | 0.00% | SOLD |
| 23 | ACN | ACCENTURE PLC | Technology | 16 | $3K | 0.00% | SOLD |
| 24 | DLTR | DOLLAR TREE | Consumer Defensive | 25 | $3K | 0.00% | SOLD |
| 25 | COWG | PACER US | — | 78 | $3K | 0.00% | SOLD |
| 26 | AJG | ARTHUR J | Financial Services | 12 | $3K | 0.00% | SOLD |
| 27 | ZS | ZSCALER INC | Technology | 18 | $3K | 0.00% | SOLD |
| 28 | FUL | FULLER H B | Basic Materials | 37 | $2K | 0.00% | SOLD |
| 29 | ROP | ROPER TECHNOLOGIES | Industrials | 6 | $2K | 0.00% | SOLD |
| 30 | PATH | UIPATH INC | Technology | 182 | $2K | 0.00% | SOLD |
| 31 | — | VENTURE GLOBAL | — | 100 | $2K | 0.00% | SOLD |
| 32 | BBBY | BED BATH | Consumer Cyclical | 300 | $1K | 0.00% | SOLD |
| 33 | FXN | FIRST TRUST | — | 60 | $1K | 0.00% | SOLD |
| 34 | CRSR | CORSAIR GAMING | Technology | 200 | $1K | 0.00% | SOLD |
| 35 | POWW | OUTDOOR HOLDING | Industrials | 500 | $1K | 0.00% | SOLD |
| 36 | RSPU | INVESCO S&P | — | 11 | $892.0 | — | SOLD |
| 37 | DD | DUPONT DE | Basic Materials | 18 | $824.0 | — | SOLD |
| 38 | TEAM | ATLASSIAN CORP | Technology | 11 | $751.0 | — | SOLD |
| 39 | DASH | DOORDASH INC | Communication Services | 4 | $601.0 | — | SOLD |
| 40 | — | BLACKROCK UTILS | — | 2,908 | $23.0 | — | SOLD |
Sector Allocation
Financial Services
74.0%
Technology
12.6%
Healthcare
3.8%
Consumer Cyclical
3.8%
Communication Services
2.7%
Industrials
1.4%
Utilities
0.8%
Consumer Defensive
0.7%
Energy
0.2%
Basic Materials
0.1%