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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  "AR",
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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,
  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,
  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,
  null,
  null,
  null,
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  null,
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  null,
  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,
  "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,
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  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,
  "DLY",
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  null,
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  "LYG",
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  null,
  "MUA",
  "TXT",
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  "POWW",
  "ULTA",
  "IWO",
  "SKX",
  null,
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  "GGG",
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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",
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  "ST",
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  "ALGN",
  "AON",
  "VNT",
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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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  "VBR",
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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,
  "LNT",
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  "DTE",
  null,
  "OC",
  "POWI",
  "NXST",
  "NOG",
  "JHG",
  "CNQ",
  "GEN",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
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  "IHG",
  "KEX",
  "MSCI",
  "JKHY",
  "EIX",
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  "NOK",
  "HLMN",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "KDP",
  "IEP",
  "TER",
  "SO",
  "USPH",
  "TTD",
  "ON",
  "UFPI",
  "SON",
  "TPC",
  "BPOP",
  "OKTA",
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  "CRM",
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  null,
  "S",
  "DIA",
  null,
  "TS",
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  "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",
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  null,
  "BLNK",
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  "CAKE",
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  "C",
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  "KO",
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  null,
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
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  "PH",
  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 15 of 37

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464287606

IJK|464287606

Shares:160

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$137.8M)

33739P301

Shares:276

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$137.8M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:53

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$137.8M)

922042718

VSS|922042718

Shares:113

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$137.8M)

46137V639

Shares:320

Value:$13.0K

% of Portfolio:0.0% ($13.0K/$137.8M)

abrdn Precious Metals Basket ETF Trust

GLTR|003263100

Shares:100

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$137.8M)

CAMECO CORP

CCJ|13321L108

Shares:314

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$137.8M)

92206C870

VCIT|92206C870

Shares:158

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$137.8M)

Sony Group Corp

SONY|835699307

Shares:500

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$137.8M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:46

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$137.8M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:44

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$137.8M)

46138G508

Shares:572

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$137.8M)

3M CO

MMM|88579Y101

Shares:80

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$137.8M)

025072604

AVEM|025072604

Shares:194

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$137.8M)

78464A375

Shares:345

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$137.8M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

ZION|989701107

Shares:228

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$137.8M)

97717X669

Shares:142

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$137.8M)

ENTERGY CORP /DE/

ETR|29364G103

Shares:132

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$137.8M)

464287614

IWF|464287614

Shares:31

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$137.8M)

Phillips 66

PSX|718546104

Shares:87

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJKcusip464287606)	160	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.3K	0.0% ($13.3K/$137.8M)	QoQ -8.41% (-$1.2K) YoY-
(cusip33739P301)✕	276	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$137.8M)	QoQ -1.00% (-$134) YoY-
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	53	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.1K	0.0% ($13.1K/$137.8M)	QoQ -2.18% (-$294) YoY-
(VSScusip922042718)	113	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.1K	0.0% ($13.1K/$137.8M)	QoQ +0.98% (+$127) YoY-
(cusip46137V639)✕	320	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.0K	0.0% ($13.0K/$137.8M)	QoQ -10.48% (-$1.5K) YoY-
abrdn Precious Metals Basket ETF Trust(GLTRcusip003263100)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.9K	0.0% ($12.9K/$137.8M)	QoQ +17.91% (+$2.0K) YoY-
CAMECO CORP(CCJcusip13321L108)	314	QoQ +2142.85% (+300) YoY-	All Managers (Combined)	$12.9K	0.0% ($12.9K/$137.8M)	QoQ +1697.49% (+$12.2K) YoY-
(VCITcusip92206C870)	158	QoQ +0.63% (+1) YoY-	All Managers (Combined)	$12.9K	0.0% ($12.9K/$137.8M)	QoQ +2.21% (+$280) YoY-
Sony Group Corp(SONYcusip835699307)	500	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.7K	0.0% ($12.7K/$137.8M)	QoQ +19.99% (+$2.1K) YoY-
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	46	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.2K	0.0% ($12.2K/$137.8M)	QoQ +9.78% (+$1.1K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	44	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.0K	0.0% ($12.0K/$137.8M)	QoQ +3.45% (+$401) YoY-
(cusip46138G508)✕	572	QoQ +1.59% (-9) YoY-	All Managers (Combined)	$11.8K	0.0% ($11.8K/$137.8M)	QoQ -0.13% (-$16) YoY-
3M CO(MMMcusip88579Y101)	80	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$11.7K	0.0% ($11.7K/$137.8M)	QoQ +13.76% (+$1.4K) YoY-
(AVEMcusip025072604)	194	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$11.7K	0.0% ($11.7K/$137.8M)	QoQ +2.34% (+$267) YoY-
(cusip78464A375)✕	345	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$11.5K	0.0% ($11.5K/$137.8M)	QoQ +1.46% (+$166) YoY-
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	228	QoQ +0.44% (-1) YoY-	All Managers (Combined)	$11.4K	0.0% ($11.4K/$137.8M)	QoQ -7.38% (-$908) YoY-
(cusip97717X669)✕	142	QoQ -64.05% (-253) YoY-	All Managers (Combined)	$11.3K	0.0% ($11.3K/$137.8M)	QoQ -64.52% (-$20.6K) YoY-
ENTERGY CORP /DE/(ETRcusip29364G103)	132	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$11.3K	0.0% ($11.3K/$137.8M)	QoQ +12.75% (+$1.3K) YoY-
(IWFcusip464287614)	31	QoQ -95.27% (-625) YoY-	All Managers (Combined)	$11.2K	0.0% ($11.2K/$137.8M)	QoQ -95.75% (-$252.6K) YoY-
Phillips 66(PSXcusip718546104)	87	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.8K	0.0% ($10.8K/$137.8M)	QoQ +9.31% (+$918) YoY-