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",
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  null,
  "SNDR",
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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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,
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  null,
  null,
  null,
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  null,
  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,
  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,
  null,
  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,
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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,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "ULTA",
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  "SKX",
  null,
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  null,
  null,
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  "VYM",
  null,
  "DD",
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  "MGC",
  null,
  "EA",
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  "K",
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  "RLI",
  "MEDP",
  "MUR",
  "MTDR",
  "PRGO",
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  "ST",
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  "WAB",
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  "DLTR",
  "F",
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  null,
  "DEO",
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  null,
  null,
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  null,
  null,
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  null,
  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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  "V",
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  null,
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  null,
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  null,
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  null,
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  "DTE",
  null,
  "OC",
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  "NXST",
  "NOG",
  "JHG",
  "CNQ",
  "GEN",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
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  "IHG",
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  "MSCI",
  "JKHY",
  "EIX",
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  "NOK",
  "HLMN",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "KDP",
  "IEP",
  "TER",
  "SO",
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  "TTD",
  "ON",
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  "SON",
  "TPC",
  "BPOP",
  "OKTA",
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  null,
  "S",
  "DIA",
  null,
  "TS",
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  null,
  null,
  "MANH",
  "HCI",
  null,
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  "ZION",
  null,
  null,
  "GEV",
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  "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",
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  null,
  "BLNK",
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  null,
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  null,
  null,
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]

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

Page 11 of 37

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CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:447

Value:$27.6K

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

NAPCO SECURITY TECHNOLOGIES, INC

NSSC|630402105

Shares:1.2K

Value:$27.3K

% of Portfolio:0.0% ($27.3K/$137.8M)

LAM RESEARCH CORP

LRCX|512807306

Shares:370

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$137.8M)

46138E354

Shares:350

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$137.8M)

808524755

FNDF|808524755

Shares:722

Value:$26.1K

% of Portfolio:0.0% ($26.1K/$137.8M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:251

Value:$25.8K

% of Portfolio:0.0% ($25.8K/$137.8M)

FORD MOTOR CO

F|345370860

Shares:2.5K

Value:$25.5K

% of Portfolio:0.0% ($25.5K/$137.8M)

Shell plc

SHEL|780259305

Shares:341

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$137.8M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:220

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$137.8M)

46438F101

Shares:518

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$137.8M)

NETFLIX INC

NFLX|64110L106

Shares:26

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$137.8M)

46435U853

Shares:655

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$137.8M)

Walt Disney Co

DIS|254687106

Shares:243

Value:$23.9K

% of Portfolio:0.0% ($23.9K/$137.8M)

337344105

Shares:197

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$137.8M)

Coterra Energy Inc.

CTRA|127097103

Shares:806

Value:$23.3K

% of Portfolio:0.0% ($23.3K/$137.8M)

92189H607

Shares:89

Value:$23.3K

% of Portfolio:0.0% ($23.3K/$137.8M)

Duke Energy CORP

DUK|26441C204

Shares:187

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$137.8M)

25434V203

Shares:730

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$137.8M)

abrdn Silver ETF Trust

SIVR|003264108

Shares:700

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$137.8M)

464288323

Shares:430

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	447	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$27.6K	0.0% ($27.6K/$137.8M)	QoQ +4.23% (+$1.1K) YoY-
NAPCO SECURITY TECHNOLOGIES, INC(NSSCcusip630402105)	1.2K	QoQ -21.12% (-318) YoY-	All Managers (Combined)	$27.3K	0.0% ($27.3K/$137.8M)	QoQ -48.95% (-$26.2K) YoY-
LAM RESEARCH CORP(LRCXcusip512807306)	370	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.9K	0.0% ($26.9K/$137.8M)	QoQ +0.65% (+$174) YoY-
(cusip46138E354)✕	350	QoQ NEW(+350) YoY-	All Managers (Combined)	$26.2K	0.0% ($26.2K/$137.8M)	QoQ NEW(+$26.2K) YoY-
(FNDFcusip808524755)	722	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.1K	0.0% ($26.1K/$137.8M)	QoQ +8.82% (+$2.1K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	251	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$25.8K	0.0% ($25.8K/$137.8M)	QoQ -14.94% (-$4.5K) YoY-
FORD MOTOR CO(Fcusip345370860)	2.5K	QoQ +4.35% (+106) YoY-	All Managers (Combined)	$25.5K	0.0% ($25.5K/$137.8M)	QoQ +5.73% (+$1.4K) YoY-
Shell plc(SHELcusip780259305)	341	QoQ +0.88% (+3) YoY-	All Managers (Combined)	$25.0K	0.0% ($25.0K/$137.8M)	QoQ +18.05% (+$3.8K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	220	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$24.7K	0.0% ($24.7K/$137.8M)	QoQ +21.30% (+$4.3K) YoY-
(cusip46438F101)✕	518	QoQ +82.39% (+234) YoY-	All Managers (Combined)	$24.2K	0.0% ($24.2K/$137.8M)	QoQ +60.94% (+$9.2K) YoY-
NETFLIX INC(NFLXcusip64110L106)	26	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$24.2K	0.0% ($24.2K/$137.8M)	QoQ +4.62% (+$1.1K) YoY-
(cusip46435U853)✕	655	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$24.1K	0.0% ($24.1K/$137.8M)	QoQ +0.05% (+$13) YoY-
Walt Disney Co(DIScusip254687106)	243	QoQ +0.41% (-1) YoY-	All Managers (Combined)	$23.9K	0.0% ($23.9K/$137.8M)	QoQ -11.32% (-$3.1K) YoY-
(cusip337344105)✕	197	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$23.8K	0.0% ($23.8K/$137.8M)	QoQ -3.22% (-$794) YoY-
Coterra Energy Inc.(CTRAcusip127097103)	806	QoQ +0.75% (+6) YoY-	All Managers (Combined)	$23.3K	0.0% ($23.3K/$137.8M)	QoQ +14.01% (+$2.9K) YoY-
(cusip92189H607)✕	89	QoQ -65.90% (-172) YoY-	All Managers (Combined)	$23.3K	0.0% ($23.3K/$137.8M)	QoQ -67.10% (-$47.5K) YoY-
Duke Energy CORP(DUKcusip26441C204)	187	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$22.8K	0.0% ($22.8K/$137.8M)	QoQ +13.20% (+$2.7K) YoY-
(cusip25434V203)✕	730	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$22.8K	0.0% ($22.8K/$137.8M)	QoQ +6.95% (+$1.5K) YoY-
abrdn Silver ETF Trust(SIVRcusip003264108)	700	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$22.8K	0.0% ($22.8K/$137.8M)	QoQ +17.91% (+$3.5K) YoY-
(cusip464288323)✕	430	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$22.6K	0.0% ($22.6K/$137.8M)	QoQ -1.07% (-$245) YoY-