Mpwm-Advisory-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PKST",
  null,
  "NUVL",
  "PINS",
  "FSV",
  "GFL.TO",
  "HLNE",
  "STVN",
  "AZEK",
  "MPWR",
  "JAZZ",
  null,
  "QRVO",
  "INFA",
  "GDX",
  null,
  "SNDR",
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  "AR",
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  null,
  null,
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  "MU",
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  "ACN",
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  null,
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  "ADBE",
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  null,
  null,
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  null,
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  null,
  null,
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  "E",
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
  "HXL",
  "NI",
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  "ALK",
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  "DG",
  "IJR",
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  "ANET",
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  "KR",
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  "NOC",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "REG",
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "IBM",
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  "DLY",
  "EME",
  null,
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  "LYG",
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  null,
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  "TXT",
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  "POWW",
  "ULTA",
  "IWO",
  "SKX",
  null,
  "SNY",
  "GGG",
  "TSM",
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  "GSK",
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  null,
  null,
  "ETR",
  "VYM",
  null,
  "DD",
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  "MGC",
  null,
  "EA",
  "GRAL",
  "K",
  "VRT",
  "RLI",
  "MEDP",
  "MUR",
  "MTDR",
  "PRGO",
  "LFUS",
  "ST",
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  "AON",
  "VNT",
  "GM",
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  "WAB",
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  "DLTR",
  "F",
  "DECK",
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  null,
  "DEO",
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  "GSLC",
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  "BKR",
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  "LKFN",
  "KFRC",
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  "COLD",
  null,
  "AL",
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  null,
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  null,
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  null,
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  "VEU",
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  "MGK",
  "VTWO",
  "VBK",
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  "VBR",
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  "VB",
  "VOO",
  "VTV",
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  "V",
  "VKTX",
  null,
  "VITL",
  "WBD",
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  "WCC",
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  "WMB",
  null,
  "KLG",
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  "XEL",
  "ZBRA",
  null,
  "ZIMV",
  null,
  "LNT",
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  "ELAN",
  "DTE",
  null,
  "OC",
  "POWI",
  "NXST",
  "NOG",
  "JHG",
  "CNQ",
  "GEN",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "SCHG",
  "IHG",
  "KEX",
  "MSCI",
  "JKHY",
  "EIX",
  "NSC",
  "NOK",
  "HLMN",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "KDP",
  "IEP",
  "TER",
  "SO",
  "USPH",
  "TTD",
  "ON",
  "UFPI",
  "SON",
  "TPC",
  "BPOP",
  "OKTA",
  "PSX",
  "CRM",
  "SNAP",
  "RPRX",
  null,
  "S",
  "DIA",
  null,
  "TS",
  "PFLT",
  "SPOT",
  null,
  null,
  "MANH",
  "HCI",
  null,
  "TNL",
  "MTUM",
  "LYB",
  "ZION",
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  null,
  "IRMD",
  "SPYV",
  null,
  "PCVX",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  null,
  "AME",
  "ALLY",
  null,
  "LULU",
  "ALV",
  "ADP",
  "AZTA",
  "AVTR",
  "AXTA",
  "BAC",
  "BBWI",
  "BK",
  "BRK-B",
  "BAX",
  "BYND",
  "BMRN",
  "BA",
  null,
  "BLNK",
  "BWA",
  "BMY",
  "BTI",
  "BC",
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  "BWXT",
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  "CWH",
  "CCJ",
  "CNI",
  "CDNS",
  "CCL",
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  "CNP",
  "CAKE",
  "CPK",
  "CHE",
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  "CFG",
  "C",
  "CME",
  "KO",
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  null,
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  null,
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
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  "PH",
  null,
  null,
  "MO",
  "MLM",
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  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 734
Total Value: 137844061
Accession Number: 0002056693-25-000002
Form Type: 13F-HR
CIK: mpwm-advisory-solutions
Manager Name: Mpwm-Advisory-Solutions

Data Enrichment

80% identified

585 identified149 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

734 positions • $137.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:205

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$137.8M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:305

Value:$33.5K

% of Portfolio:0.0% ($33.5K/$137.8M)

46434V621

DGRO|46434V621

Shares:535

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$137.8M)

CATERPILLAR INC

CAT|149123101

Shares:99

Value:$32.6K

% of Portfolio:0.0% ($32.6K/$137.8M)

852234103

Shares:597

Value:$32.4K

% of Portfolio:0.0% ($32.4K/$137.8M)

COMCAST CORP

CMCSA|20030N101

Shares:877

Value:$32.4K

% of Portfolio:0.0% ($32.4K/$137.8M)

808524300

SCHG|808524300

Shares:1.3K

Value:$32.0K

% of Portfolio:0.0% ($32.0K/$137.8M)

808524409

Shares:1.2K

Value:$31.9K

% of Portfolio:0.0% ($31.9K/$137.8M)

DoubleLine Opportunistic Credit Fund

DBL|258623107

Shares:2.0K

Value:$31.3K

% of Portfolio:0.0% ($31.3K/$137.8M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:134

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$137.8M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:180

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$137.8M)

Parker-Hannifin Corp

PH|701094104

Shares:50

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$137.8M)

Medtronic plc

MDT|G5960L103

Shares:336

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$137.8M)

69374H881

Shares:547

Value:$30.0K

% of Portfolio:0.0% ($30.0K/$137.8M)

AppLovin Corp

APP|03831W108

Shares:112

Value:$29.7K

% of Portfolio:0.0% ($29.7K/$137.8M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:261

Value:$28.9K

% of Portfolio:0.0% ($28.9K/$137.8M)

921910956

Shares:8

Value:$28.2K

% of Portfolio:0.0% ($28.2K/$137.8M)

25434V872

Shares:670

Value:$28.2K

% of Portfolio:0.0% ($28.2K/$137.8M)

316092501

Shares:400

Value:$27.8K

% of Portfolio:0.0% ($27.8K/$137.8M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:130

Value:$27.6K

% of Portfolio:0.0% ($27.6K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	205	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$34.0K	0.0% ($34.0K/$137.8M)	QoQ -15.94% (-$6.5K) YoY-
EMERSON ELECTRIC CO(EMRcusip291011104)	305	QoQ +0.32% (-1) YoY-	All Managers (Combined)	$33.5K	0.0% ($33.5K/$137.8M)	QoQ -11.11% (-$4.2K) YoY-
(DGROcusip46434V621)	535	QoQ +0.37% (+2) YoY-	All Managers (Combined)	$33.1K	0.0% ($33.1K/$137.8M)	QoQ +1.22% (+$401) YoY-
CATERPILLAR INC(CATcusip149123101)	99	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$32.6K	0.0% ($32.6K/$137.8M)	QoQ -9.08% (-$3.3K) YoY-
(cusip852234103)✕	597	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$32.4K	0.0% ($32.4K/$137.8M)	QoQ -36.07% (-$18.3K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	877	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$32.4K	0.0% ($32.4K/$137.8M)	QoQ -1.67% (-$552) YoY-
(SCHGcusip808524300)	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$32.0K	0.0% ($32.0K/$137.8M)	QoQ -10.15% (-$3.6K) YoY-
(cusip808524409)✕	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$31.9K	0.0% ($31.9K/$137.8M)	QoQ +1.95% (+$612) YoY-
DoubleLine Opportunistic Credit Fund(DBLcusip258623107)	2.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$31.3K	0.0% ($31.3K/$137.8M)	QoQ +0.83% (+$260) YoY-
WASTE MANAGEMENT INC(WMcusip94106L109)	134	QoQ +857.14% (+120) YoY-	All Managers (Combined)	$31.0K	0.0% ($31.0K/$137.8M)	QoQ +998.12% (+$28.2K) YoY-
Coinbase Global, Inc.(COINcusip19260Q107)	180	QoQ +28.57% (-40) YoY-	All Managers (Combined)	$31.0K	0.0% ($31.0K/$137.8M)	QoQ -10.81% (-$3.8K) YoY-
Parker-Hannifin Corp(PHcusip701094104)	50	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$30.4K	0.0% ($30.4K/$137.8M)	QoQ -4.43% (-$1.4K) YoY-
Medtronic plc(MDTcusipG5960L103)	336	QoQ -29.11% (-138) YoY-	All Managers (Combined)	$30.2K	0.0% ($30.2K/$137.8M)	QoQ -20.25% (-$7.7K) YoY-
(cusip69374H881)✕	547	QoQ +9.83% (+49) YoY-	All Managers (Combined)	$30.0K	0.0% ($30.0K/$137.8M)	QoQ +6.58% (+$1.9K) YoY-
AppLovin Corp(APPcusip03831W108)	112	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$29.7K	0.0% ($29.7K/$137.8M)	QoQ -18.17% (-$6.6K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	261	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$28.9K	0.0% ($28.9K/$137.8M)	QoQ +23.93% (+$5.6K) YoY-
(cusip921910956)✕	8	QoQ NEW(+8) YoY-	All Managers (Combined)	$28.2K	0.0% ($28.2K/$137.8M)	QoQ NEW(+$28.2K) YoY-
(cusip25434V872)✕	670	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$28.2K	0.0% ($28.2K/$137.8M)	QoQ +1.91% (+$529) YoY-
(cusip316092501)✕	400	QoQ NEW(+400) YoY-	All Managers (Combined)	$27.8K	0.0% ($27.8K/$137.8M)	QoQ NEW(+$27.8K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	130	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$27.6K	0.0% ($27.6K/$137.8M)	QoQ -6.26% (-$1.8K) YoY-