Mpwm-Advisory-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PKST",
  null,
  "NUVL",
  "PINS",
  "FSV",
  "GFL.TO",
  "HLNE",
  "STVN",
  "AZEK",
  "MPWR",
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  null,
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  "INFA",
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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,
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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,
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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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  "ALK",
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  "NOC",
  null,
  null,
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  null,
  null,
  null,
  "REG",
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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,
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  null,
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  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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  "LYG",
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  null,
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  "TXT",
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  "ULTA",
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  "SKX",
  null,
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  null,
  null,
  "ETR",
  "VYM",
  null,
  "DD",
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  "MGC",
  null,
  "EA",
  "GRAL",
  "K",
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  "RLI",
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  "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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  "GSLC",
  "CAH",
  "BKR",
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  "LKFN",
  "KFRC",
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  "LSTR",
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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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  "TDC",
  null,
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  "MGK",
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  "VBR",
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  "VB",
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  "V",
  "VKTX",
  null,
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  "WBD",
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  "WCC",
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  null,
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  "ZBRA",
  null,
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  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",
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  "BA",
  null,
  "BLNK",
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  "BMY",
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  "CWH",
  "CCJ",
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  "KO",
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  null,
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  "LLY",
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  null,
  null,
  "MO",
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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 13 of 37

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72201R593

Shares:724

Value:$19.4K

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

OMNICOM GROUP INC.

OMC|681919106

Shares:232

Value:$19.2K

% of Portfolio:0.0% ($19.2K/$137.8M)

Peakstone Realty Trust

PKST|39818P799

Shares:1.5K

Value:$19.2K

% of Portfolio:0.0% ($19.2K/$137.8M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:318

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$137.8M)

NOVARTIS AG

NVS|66987V109

Shares:171

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$137.8M)

EASTMAN KODAK CO

KODK|277461406

Shares:3.0K

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$137.8M)

464288877

Shares:314

Value:$18.5K

% of Portfolio:0.0% ($18.5K/$137.8M)

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

ETW|27829C105

Shares:2.2K

Value:$18.5K

% of Portfolio:0.0% ($18.5K/$137.8M)

Broadcom Inc.

AVGO|11135F101

Shares:110

Value:$18.5K

% of Portfolio:0.0% ($18.5K/$137.8M)

88636J816

Shares:834

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$137.8M)

46137V845

Shares:133

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$137.8M)

DOCUSIGN, INC.

DOCU|256163106

Shares:225

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$137.8M)

09789C861

Shares:367

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$137.8M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:279

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$137.8M)

14019W109

Shares:742

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$137.8M)

NOVO NORDISK A S

NVO|670100205

Shares:260

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$137.8M)

AVADEL PHARMACEUTICALS PLC

AVDL|G29687103

Shares:2.3K

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$137.8M)

Blackstone Inc.

BX|09260D107

Shares:126

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$137.8M)

78464A201

Shares:212

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$137.8M)

67066G954

Shares:7

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R593)✕	724	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$19.4K	0.0% ($19.4K/$137.8M)	QoQ +6.06% (+$1.1K) YoY-
OMNICOM GROUP INC.(OMCcusip681919106)	232	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$19.2K	0.0% ($19.2K/$137.8M)	QoQ -3.63% (-$726) YoY-
Peakstone Realty Trust(PKSTcusip39818P799)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$19.2K	0.0% ($19.2K/$137.8M)	QoQ NEW(+$19.2K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	318	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$19.1K	0.0% ($19.1K/$137.8M)	QoQ +14.78% (+$2.5K) YoY-
NOVARTIS AG(NVScusip66987V109)	171	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$19.1K	0.0% ($19.1K/$137.8M)	QoQ +14.56% (+$2.4K) YoY-
EASTMAN KODAK CO(KODKcusip277461406)	3.0K	QoQ +7.14% (+200) YoY-	All Managers (Combined)	$19.0K	0.0% ($19.0K/$137.8M)	QoQ +3.06% (+$564) YoY-
(cusip464288877)✕	314	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$18.5K	0.0% ($18.5K/$137.8M)	QoQ +12.32% (+$2.0K) YoY-
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETWcusip27829C105)	2.2K	QoQ +2.37% (+52) YoY-	All Managers (Combined)	$18.5K	0.0% ($18.5K/$137.8M)	QoQ +0.32% (+$60) YoY-
Broadcom Inc.(AVGOcusip11135F101)	110	QoQ -31.25% (-50) YoY-	All Managers (Combined)	$18.5K	0.0% ($18.5K/$137.8M)	QoQ -50.18% (-$18.6K) YoY-
(cusip88636J816)✕	834	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.4K	0.0% ($18.4K/$137.8M)	QoQ -7.57% (-$1.5K) YoY-
(cusip46137V845)✕	133	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.3K	0.0% ($18.3K/$137.8M)	QoQ -10.44% (-$2.1K) YoY-
DOCUSIGN, INC.(DOCUcusip256163106)	225	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.3K	0.0% ($18.3K/$137.8M)	QoQ -9.49% (-$1.9K) YoY-
(cusip09789C861)✕	367	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$18.2K	0.0% ($18.2K/$137.8M)	QoQ +0.36% (+$66) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	279	QoQ -5.74% (-17) YoY-	All Managers (Combined)	$18.2K	0.0% ($18.2K/$137.8M)	QoQ -27.94% (-$7.1K) YoY-
(cusip14019W109)✕	742	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.2K	0.0% ($18.2K/$137.8M)	QoQ -0.77% (-$142) YoY-
NOVO NORDISK A S(NVOcusip670100205)	260	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.1K	0.0% ($18.1K/$137.8M)	QoQ -19.27% (-$4.3K) YoY-
AVADEL PHARMACEUTICALS PLC(AVDLcusipG29687103)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$18.0K	0.0% ($18.0K/$137.8M)	QoQ NEW(+$18.0K) YoY-
Blackstone Inc.(BXcusip09260D107)	126	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$17.6K	0.0% ($17.6K/$137.8M)	QoQ -18.93% (-$4.1K) YoY-
(cusip78464A201)✕	212	QoQ -5.77% (-13) YoY-	All Managers (Combined)	$17.6K	0.0% ($17.6K/$137.8M)	QoQ -13.44% (-$2.7K) YoY-
(cusip67066G954)✕	7	QoQ NEW(+7) YoY-	All Managers (Combined)	$17.4K	0.0% ($17.4K/$137.8M)	QoQ NEW(+$17.4K) YoY-