Long-term investor
Mpwm Advisory Solutions, LLC @mpwmadvisorysolutionsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056693).
Record
- Tracked since 2025-06-30 (476 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months -0.4% · 1 year -13.2% · all -13.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 16.7% · long · since 2025-06-30
- 78464A805 · 9.3% · long · since 2025-06-30
- 46090E103 · 5.0% · long · since 2025-06-30
- 78464A664 · 4.3% · long · since 2025-06-30
- 464287655 · 3.4% · long · since 2025-06-30
- 33740U752 · 2.9% · long · since 2025-06-30
- 92189H748 · 2.5% · long · since 2025-06-30
- 46138G649 · 2.4% · long · since 2025-06-30
- 25434V401 · 2.1% · long · since 2025-06-30
- 81369Y704 · 2.0% · long · since 2025-06-30
- 78464A409 · 2.0% · long · since 2025-09-30
- 46138E339 · 1.9% · long · since 2026-03-31