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",
  "RJF",
  "AES",
  "AR",
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  null,
  null,
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  "FWONK",
  "MU",
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  null,
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  "ADBE",
  "BABA",
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  null,
  null,
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  null,
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  null,
  null,
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  "T",
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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,
  "GIS",
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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,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  "WDFC",
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  "AESI",
  "BMI",
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  "MDLZ",
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  "FHN",
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  null,
  "HXL",
  "NI",
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  "ORLY",
  "ADM",
  "PCAR",
  "ALK",
  "AER",
  "BX",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "REG",
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
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  "IEMG",
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  "AAPL",
  "SPY",
  null,
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  null,
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  "LMT",
  "PG",
  null,
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  null,
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  null,
  "PKG",
  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,
  null,
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  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "NGG",
  null,
  "DLY",
  "EME",
  null,
  "LAD",
  "LYG",
  "TTE",
  null,
  "MUA",
  "TXT",
  "TSCO",
  "POWW",
  "ULTA",
  "IWO",
  "SKX",
  null,
  "SNY",
  "GGG",
  "TSM",
  "SMG",
  "GSK",
  "GPN",
  null,
  null,
  "ETR",
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "GRAL",
  "K",
  "VRT",
  "RLI",
  "MEDP",
  "MUR",
  "MTDR",
  "PRGO",
  "LFUS",
  "ST",
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  "TCBI",
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  "ALGN",
  "AON",
  "VNT",
  "GM",
  "APTV",
  "USFD",
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  "EL",
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  "NTRA",
  "WAB",
  "WSO",
  "DLTR",
  "F",
  "DECK",
  "EQR",
  null,
  "DEO",
  "AJG",
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  "GSLC",
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  "BKR",
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  "ES",
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  "LKFN",
  "KFRC",
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  "LSTR",
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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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  "MGK",
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  "VBR",
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  "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",
  "EXPI",
  "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",
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  "BA",
  null,
  "BLNK",
  "BWA",
  "BMY",
  "BTI",
  "BC",
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  "BWXT",
  "BURL",
  "CWH",
  "CCJ",
  "CNI",
  "CDNS",
  "CCL",
  "CASY",
  "CNP",
  "CAKE",
  "CPK",
  "CHE",
  "CVX",
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  "CMG",
  "CSCO",
  "CIVI",
  "CFG",
  "C",
  "CME",
  "KO",
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  "COIN",
  "CNS",
  "CMCSA",
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  null,
  "ED",
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  null,
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  null,
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  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  null,
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
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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

Page 12 of 37

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464287887

IJT|464287887

Shares:180

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$137.8M)

46435G326

Shares:318

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$137.8M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:120

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$137.8M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:48

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$137.8M)

GENERAL MILLS INC

GIS|370334104

Shares:358

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$137.8M)

233051242

Shares:408

Value:$21.1K

% of Portfolio:0.0% ($21.1K/$137.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:250

Value:$21.1K

% of Portfolio:0.0% ($21.1K/$137.8M)

BlackRock, Inc.

BLK|09290D101

Shares:22

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$137.8M)

46137V399

Shares:941

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$137.8M)

33738R704

Shares:304

Value:$20.7K

% of Portfolio:0.0% ($20.7K/$137.8M)

Accenture plc

ACN|G1151C101

Shares:66

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$137.8M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:58

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$137.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:489

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$137.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:152

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$137.8M)

PPG INDUSTRIES INC

PPG|693506107

Shares:181

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$137.8M)

35473P546

Shares:803

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$137.8M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:57

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$137.8M)

464287481

IWP|464287481

Shares:167

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$137.8M)

25434V849

Shares:412

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$137.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:93

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJTcusip464287887)	180	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$22.4K	0.0% ($22.4K/$137.8M)	QoQ -8.03% (-$2.0K) YoY-
(cusip46435G326)✕	318	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$21.9K	0.0% ($21.9K/$137.8M)	QoQ +6.85% (+$1.4K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	120	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$21.6K	0.0% ($21.6K/$137.8M)	QoQ -4.16% (-$937) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	48	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$21.4K	0.0% ($21.4K/$137.8M)	QoQ -8.06% (-$1.9K) YoY-
GENERAL MILLS INC(GIScusip370334104)	358	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$21.4K	0.0% ($21.4K/$137.8M)	QoQ -6.24% (-$1.4K) YoY-
(cusip233051242)✕	408	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$21.1K	0.0% ($21.1K/$137.8M)	QoQ -1.35% (-$289) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	250	QoQ -58.33% (-350) YoY-	All Managers (Combined)	$21.1K	0.0% ($21.1K/$137.8M)	QoQ -53.50% (-$24.3K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	22	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$20.9K	0.0% ($20.9K/$137.8M)	QoQ -7.21% (-$1.6K) YoY-
(cusip46137V399)✕	941	QoQ +2.50% (-23) YoY-	All Managers (Combined)	$20.9K	0.0% ($20.9K/$137.8M)	QoQ -3.52% (-$763) YoY-
(cusip33738R704)✕	304	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$20.7K	0.0% ($20.7K/$137.8M)	QoQ -11.46% (-$2.7K) YoY-
Accenture plc(ACNcusipG1151C101)	66	QoQ -23.25% (-20) YoY-	All Managers (Combined)	$20.6K	0.0% ($20.6K/$137.8M)	QoQ -31.92% (-$9.7K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	58	QoQ +65.71% (+23) YoY-	All Managers (Combined)	$20.4K	0.0% ($20.4K/$137.8M)	QoQ +70.77% (+$8.5K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	489	QoQ +0.41% (-2) YoY-	All Managers (Combined)	$20.4K	0.0% ($20.4K/$137.8M)	QoQ -4.70% (-$1.0K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	152	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$20.2K	0.0% ($20.2K/$137.8M)	QoQ +17.26% (+$3.0K) YoY-
PPG INDUSTRIES INC(PPGcusip693506107)	181	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$19.8K	0.0% ($19.8K/$137.8M)	QoQ -8.45% (-$1.8K) YoY-
(cusip35473P546)✕	803	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$19.7K	0.0% ($19.7K/$137.8M)	QoQ +2.67% (+$514) YoY-
Arthur J. Gallagher & Co.(AJGcusip363576109)	57	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$19.7K	0.0% ($19.7K/$137.8M)	QoQ +21.63% (+$3.5K) YoY-
(IWPcusip464287481)	167	QoQ -5.64% (-10) YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$137.8M)	QoQ -12.54% (-$2.8K) YoY-
(cusip25434V849)✕	412	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$137.8M)	QoQ -0.42% (-$83) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	93	QoQ +1.08% (+1) YoY-	All Managers (Combined)	$19.4K	0.0% ($19.4K/$137.8M)	QoQ +18.23% (+$3.0K) YoY-