Mpwm-Advisory-Solutions

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

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MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:257

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$137.8M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:79

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$137.8M)

Viking Holdings Ltd

VIK|G93A5A101

Shares:200

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$137.8M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:578

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$137.8M)

FEDEX CORP

FDX|31428X106

Shares:31

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$137.8M)

Chewy, Inc.

CHWY|16679L109

Shares:230

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$137.8M)

TEXAS CAPITAL BANCSHARES INC/TX

TCBI|88224Q107

Shares:100

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$137.8M)

HCI Group, Inc.

HCI|40416E103

Shares:50

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$137.8M)

W. P. Carey Inc.

WPC|92936U109

Shares:116

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$137.8M)

464287721

Shares:52

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$137.8M)

Eaton Corp plc

ETN|G29183103

Shares:26

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$137.8M)

TARGET CORP

TGT|87612E106

Shares:64

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$137.8M)

S&P Global Inc.

SPGI|78409V104

Shares:13

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$137.8M)

46641Q753

Shares:158

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$137.8M)

25434V864

Shares:135

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$137.8M)

922908611

VBR|922908611

Shares:34

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$137.8M)

37954Y632

Shares:174

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$137.8M)

NexGen Energy Ltd.

NXE|65340P106

Shares:1.4K

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$137.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:12

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$137.8M)

ADOBE INC.

ADBE|00724F101

Shares:16

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	257	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$8.0K	0.0% ($8.0K/$137.8M)	QoQ +1.44% (+$114) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	79	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$8.0K	0.0% ($8.0K/$137.8M)	QoQ +12.95% (+$914) YoY-
Viking Holdings Ltd(VIKcusipG93A5A101)	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$8.0K	0.0% ($8.0K/$137.8M)	QoQ -9.78% (-$862) YoY-
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	578	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$7.9K	0.0% ($7.9K/$137.8M)	QoQ +16.29% (+$1.1K) YoY-
FEDEX CORP(FDXcusip31428X106)	31	QoQ +416.66% (+25) YoY-	All Managers (Combined)	$7.6K	0.0% ($7.6K/$137.8M)	QoQ +347.74% (+$5.9K) YoY-
Chewy, Inc.(CHWYcusip16679L109)	230	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$7.5K	0.0% ($7.5K/$137.8M)	QoQ -2.93% (-$226) YoY-
TEXAS CAPITAL BANCSHARES INC/TX(TCBIcusip88224Q107)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$7.5K	0.0% ($7.5K/$137.8M)	QoQ NEW(+$7.5K) YoY-
HCI Group, Inc.(HCIcusip40416E103)	50	QoQ -33.33% (-25) YoY-	All Managers (Combined)	$7.5K	0.0% ($7.5K/$137.8M)	QoQ -14.62% (-$1.3K) YoY-
W. P. Carey Inc.(WPCcusip92936U109)	116	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$7.3K	0.0% ($7.3K/$137.8M)	QoQ +15.85% (+$1.0K) YoY-
(cusip464287721)✕	52	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$7.3K	0.0% ($7.3K/$137.8M)	QoQ -11.95% (-$992) YoY-
Eaton Corp plc(ETNcusipG29183103)	26	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$7.1K	0.0% ($7.1K/$137.8M)	QoQ -18.09% (-$1.6K) YoY-
TARGET CORP(TGTcusip87612E106)	64	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$6.7K	0.0% ($6.7K/$137.8M)	QoQ -22.79% (-$2.0K) YoY-
S&P Global Inc.(SPGIcusip78409V104)	13	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.6K	0.0% ($6.6K/$137.8M)	QoQ +2.03% (+$132) YoY-
(cusip46641Q753)✕	158	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$6.5K	0.0% ($6.5K/$137.8M)	QoQ -4.10% (-$280) YoY-
(cusip25434V864)✕	135	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.4K	0.0% ($6.4K/$137.8M)	QoQ +1.35% (+$86) YoY-
(VBRcusip922908611)	34	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$6.3K	0.0% ($6.3K/$137.8M)	QoQ -5.99% (-$404) YoY-
(cusip37954Y632)✕	174	QoQ -71.38% (-434) YoY-	All Managers (Combined)	$6.3K	0.0% ($6.3K/$137.8M)	QoQ -73.05% (-$17.2K) YoY-
NexGen Energy Ltd.(NXEcusip65340P106)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$6.3K	0.0% ($6.3K/$137.8M)	QoQ NEW(+$6.3K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	12	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.3K	0.0% ($6.3K/$137.8M)	QoQ +3.54% (+$215) YoY-
ADOBE INC.(ADBEcusip00724F101)	16	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$6.1K	0.0% ($6.1K/$137.8M)	QoQ -13.74% (-$978) YoY-