Mpwm-Advisory-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PKST",
  null,
  "NUVL",
  "PINS",
  "FSV",
  "GFL.TO",
  "HLNE",
  "STVN",
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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,
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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,
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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 14 of 37

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WATSCO INC

WSO|942622200

Shares:34

Value:$17.3K

% of Portfolio:0.0% ($17.3K/$137.8M)

LINDE PLC

LIN|G54950103

Shares:37

Value:$17.3K

% of Portfolio:0.0% ($17.3K/$137.8M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:411

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$137.8M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:101

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$137.8M)

92206C664

VTWO|92206C664

Shares:206

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$137.8M)

464287473

IWS|464287473

Shares:129

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$137.8M)

Mondelez International, Inc.

MDLZ|609207105

Shares:238

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$137.8M)

HESS CORP

HES|42809H107

Shares:100

Value:$16.0K

% of Portfolio:0.0% ($16.0K/$137.8M)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:389

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$137.8M)

STARBUCKS CORP

SBUX|855244109

Shares:158

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$137.8M)

CVS HEALTH Corp

CVS|126650100

Shares:226

Value:$15.3K

% of Portfolio:0.0% ($15.3K/$137.8M)

Salesforce, Inc.

CRM|79466L302

Shares:57

Value:$15.3K

% of Portfolio:0.0% ($15.3K/$137.8M)

25434V104

Shares:389

Value:$15.0K

% of Portfolio:0.0% ($15.0K/$137.8M)

381430503

GSLC|381430503

Shares:135

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$137.8M)

GENUINE PARTS CO

GPC|372460105

Shares:120

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$137.8M)

46138E511

Shares:1.3K

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$137.8M)

82889N699

Shares:481

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$137.8M)

EVERSOURCE ENERGY

ES|30040W108

Shares:218

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$137.8M)

14021D107

Shares:436

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$137.8M)

46138E180

Shares:146

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WATSCO INC(WSOcusip942622200)	34	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$17.3K	0.0% ($17.3K/$137.8M)	QoQ +7.26% (+$1.2K) YoY-
LINDE PLC(LINcusipG54950103)	37	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$17.3K	0.0% ($17.3K/$137.8M)	QoQ +11.22% (+$1.7K) YoY-
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	411	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$16.9K	0.0% ($16.9K/$137.8M)	QoQ -5.13% (-$916) YoY-
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	101	QoQ +1.00% (-1) YoY-	All Managers (Combined)	$16.8K	0.0% ($16.8K/$137.8M)	QoQ -2.32% (-$400) YoY-
(VTWOcusip92206C664)	206	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$16.6K	0.0% ($16.6K/$137.8M)	QoQ -9.71% (-$1.8K) YoY-
(IWScusip464287473)	129	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$16.3K	0.0% ($16.3K/$137.8M)	QoQ -2.60% (-$435) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	238	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$16.1K	0.0% ($16.1K/$137.8M)	QoQ +13.59% (+$1.9K) YoY-
HESS CORP(HEScusip42809H107)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$16.0K	0.0% ($16.0K/$137.8M)	QoQ +20.46% (+$2.7K) YoY-
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	389	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$15.9K	0.0% ($15.9K/$137.8M)	QoQ -6.37% (-$1.1K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	158	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$15.5K	0.0% ($15.5K/$137.8M)	QoQ +7.49% (+$1.1K) YoY-
CVS HEALTH Corp(CVScusip126650100)	226	QoQ -42.19% (-165) YoY-	All Managers (Combined)	$15.3K	0.0% ($15.3K/$137.8M)	QoQ -12.69% (-$2.2K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	57	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$15.3K	0.0% ($15.3K/$137.8M)	QoQ -19.73% (-$3.8K) YoY-
(cusip25434V104)✕	389	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$15.0K	0.0% ($15.0K/$137.8M)	QoQ -5.06% (-$798) YoY-
(GSLCcusip381430503)	135	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.9K	0.0% ($14.9K/$137.8M)	QoQ -4.43% (-$689) YoY-
GENUINE PARTS CO(GPCcusip372460105)	120	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$14.3K	0.0% ($14.3K/$137.8M)	QoQ +2.04% (+$286) YoY-
(cusip46138E511)✕	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.3K	0.0% ($14.3K/$137.8M)	QoQ -2.69% (-$395) YoY-
(cusip82889N699)✕	481	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$14.2K	0.0% ($14.2K/$137.8M)	QoQ +6.13% (+$823) YoY-
EVERSOURCE ENERGY(EScusip30040W108)	218	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.5K	0.0% ($13.5K/$137.8M)	QoQ +8.14% (+$1.0K) YoY-
(cusip14021D107)✕	436	QoQ NEW(+436) YoY-	All Managers (Combined)	$13.5K	0.0% ($13.5K/$137.8M)	QoQ NEW(+$13.5K) YoY-
(cusip46138E180)✕	146	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.5K	0.0% ($13.5K/$137.8M)	QoQ -15.40% (-$2.5K) YoY-