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",
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  "AR",
  "ARW",
  "RBC",
  "DNB",
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  null,
  null,
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  "ONON",
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  "MU",
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  null,
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  "ADBE",
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  null,
  null,
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  null,
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  null,
  null,
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  "GLTR",
  "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,
  "GD",
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  null,
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  null,
  "HPQ",
  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,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  "NI",
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  "ALK",
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  "KR",
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  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,
  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,
  "ETR",
  "VYM",
  null,
  "DD",
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  "MGC",
  null,
  "EA",
  "GRAL",
  "K",
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  "RLI",
  "MEDP",
  "MUR",
  "MTDR",
  "PRGO",
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  "ST",
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  "AON",
  "VNT",
  "GM",
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  "USFD",
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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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  "ZBRA",
  null,
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  null,
  "LNT",
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  "DTE",
  null,
  "OC",
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  "NXST",
  "NOG",
  "JHG",
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  "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",
  "PSX",
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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",
  "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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  "BAX",
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  null,
  "BLNK",
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  "CWH",
  "CCJ",
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  "CAKE",
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  "C",
  "CME",
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  null,
  "ED",
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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

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PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:95

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$137.8M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:164

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$137.8M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:37

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$137.8M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:200

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$137.8M)

CITIGROUP INC

C|172967424

Shares:141

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$137.8M)

464287648

IWO|464287648

Shares:39

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$137.8M)

37954Y475

Shares:250

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$137.8M)

NIKE, Inc.

NKE|654106103

Shares:153

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$137.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:36

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$137.8M)

46435G672

Shares:193

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$137.8M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:133

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$137.8M)

HERBALIFE LTD.

HLF|G4412G101

Shares:1.1K

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$137.8M)

P31076105

Shares:100

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$137.8M)

DIAGEO PLC

DEO|25243Q205

Shares:88

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$137.8M)

78463X749

Shares:206

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$137.8M)

46137V530

Shares:200

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$137.8M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:37

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$137.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:37

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$137.8M)

AT&T INC.

T|00206R102

Shares:300

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$137.8M)

Texas Roadhouse, Inc.

TXRH|882681109

Shares:50

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	95	QoQ -51.28% (-100) YoY-	All Managers (Combined)	$10.6K	0.0% ($10.6K/$137.8M)	QoQ -54.03% (-$12.5K) YoY-
ALLIANT ENERGY CORP(LNTcusip018802108)	164	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.6K	0.0% ($10.6K/$137.8M)	QoQ +8.80% (+$854) YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	37	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.5K	0.0% ($10.5K/$137.8M)	QoQ +18.10% (+$1.6K) YoY-
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	200	QoQ +100.00% (+100) YoY-	All Managers (Combined)	$10.0K	0.0% ($10.0K/$137.8M)	QoQ +66.51% (+$4.0K) YoY-
CITIGROUP INC(Ccusip172967424)	141	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.0K	0.0% ($10.0K/$137.8M)	QoQ +0.85% (+$85) YoY-
(IWOcusip464287648)	39	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$10.0K	0.0% ($10.0K/$137.8M)	QoQ -11.21% (-$1.3K) YoY-
(cusip37954Y475)✕	250	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$9.9K	0.0% ($9.9K/$137.8M)	QoQ -5.74% (-$602) YoY-
NIKE, Inc.(NKEcusip654106103)	153	QoQ +0.65% (-1) YoY-	All Managers (Combined)	$9.7K	0.0% ($9.7K/$137.8M)	QoQ -15.66% (-$1.8K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	36	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$9.7K	0.0% ($9.7K/$137.8M)	QoQ -9.34% (-$999) YoY-
(cusip46435G672)✕	193	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$137.8M)	QoQ +0.13% (+$13) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	133	QoQ +0.75% (+1) YoY-	All Managers (Combined)	$9.5K	0.0% ($9.5K/$137.8M)	QoQ +2.22% (+$207) YoY-
HERBALIFE LTD.(HLFcusipG4412G101)	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$9.5K	0.0% ($9.5K/$137.8M)	QoQ +28.99% (+$2.1K) YoY-
(cusipP31076105)✕	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$9.2K	0.0% ($9.2K/$137.8M)	QoQ +5.21% (+$458) YoY-
DIAGEO PLC(DEOcusip25243Q205)	88	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$9.2K	0.0% ($9.2K/$137.8M)	QoQ -17.56% (-$2.0K) YoY-
(cusip78463X749)✕	206	QoQ +0.48% (+1) YoY-	All Managers (Combined)	$9.0K	0.0% ($9.0K/$137.8M)	QoQ +2.36% (+$208) YoY-
(cusip46137V530)✕	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$8.8K	0.0% ($8.8K/$137.8M)	QoQ -5.48% (-$512) YoY-
NORFOLK SOUTHERN CORP(NSCcusip655844108)	37	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$8.8K	0.0% ($8.8K/$137.8M)	QoQ +0.90% (+$79) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	37	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$8.6K	0.0% ($8.6K/$137.8M)	QoQ -5.49% (-$502) YoY-
AT&T INC.(Tcusip00206R102)	300	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$8.5K	0.0% ($8.5K/$137.8M)	QoQ +24.20% (+$1.7K) YoY-
Texas Roadhouse, Inc.(TXRHcusip882681109)	50	QoQ NEW(+50) YoY-	All Managers (Combined)	$8.3K	0.0% ($8.3K/$137.8M)	QoQ NEW(+$8.3K) YoY-