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,
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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,
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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,
  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,
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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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  "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",
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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,
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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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  "DTE",
  null,
  "OC",
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  "NXST",
  "NOG",
  "JHG",
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  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
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  "IHG",
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  "MSCI",
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  "NOK",
  "HLMN",
  "JCI",
  "NXPI",
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  "MFC",
  "KDP",
  "IEP",
  "TER",
  "SO",
  "USPH",
  "TTD",
  "ON",
  "UFPI",
  "SON",
  "TPC",
  "BPOP",
  "OKTA",
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  null,
  "S",
  "DIA",
  null,
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  null,
  null,
  "MANH",
  "HCI",
  null,
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  "ZION",
  null,
  null,
  "GEV",
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  "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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  null,
  "BLNK",
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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 18 of 37

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UBS Group AG

UBS|H42097107

Shares:200

Value:$6.1K

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

CONOCOPHILLIPS

COP|20825C104

Shares:58

Value:$6.1K

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

Chubb Ltd

CB|H1467J104

Shares:20

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$137.8M)

464287150

ITOT|464287150

Shares:49

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$137.8M)

02072L839

Shares:189

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$137.8M)

MORGAN STANLEY

MS|617446448

Shares:51

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$137.8M)

MURPHY OIL CORP

MUR|626717102

Shares:209

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$137.8M)

921932885

IVOO|921932885

Shares:60

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$137.8M)

Doximity, Inc.

DOCS|26622P107

Shares:100

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$137.8M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:4

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$137.8M)

Construction Partners, Inc.

ROAD|21044C107

Shares:79

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$137.8M)

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:35

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$137.8M)

Sanofi

SNY|80105N105

Shares:101

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$137.8M)

ServiceNow, Inc.

NOW|81762P102

Shares:7

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$137.8M)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:35

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$137.8M)

ING GROEP NV

ING|456837103

Shares:279

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$137.8M)

NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND

NXJ|67069Y102

Shares:462

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$137.8M)

92203J407

BNDX|92203J407

Shares:111

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$137.8M)

464288588

Shares:57

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$137.8M)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:75

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UBS Group AG(UBScusipH42097107)	200	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.1K	0.0% ($6.1K/$137.8M)	QoQ +1.02% (+$62) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	58	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.1K	0.0% ($6.1K/$137.8M)	QoQ +5.91% (+$340) YoY-
Chubb Ltd(CBcusipH1467J104)	20	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.0K	0.0% ($6.0K/$137.8M)	QoQ +9.30% (+$514) YoY-
(ITOTcusip464287150)	49	QoQ -34.66% (-26) YoY-	All Managers (Combined)	$6.0K	0.0% ($6.0K/$137.8M)	QoQ -38.02% (-$3.7K) YoY-
(cusip02072L839)✕	189	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$6.0K	0.0% ($6.0K/$137.8M)	QoQ -7.72% (-$498) YoY-
MORGAN STANLEY(MScusip617446448)	51	QoQ -66.22% (-100) YoY-	All Managers (Combined)	$6.0K	0.0% ($6.0K/$137.8M)	QoQ -68.65% (-$13.0K) YoY-
MURPHY OIL CORP(MURcusip626717102)	209	QoQ +1.45% (-3) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$137.8M)	QoQ -5.00% (-$313) YoY-
(IVOOcusip921932885)	60	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$137.8M)	QoQ -6.44% (-$408) YoY-
Doximity, Inc.(DOCScusip26622P107)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.8K	0.0% ($5.8K/$137.8M)	QoQ +8.69% (+$464) YoY-
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	4	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.7K	0.0% ($5.7K/$137.8M)	QoQ +20.80% (+$987) YoY-
Construction Partners, Inc.(ROADcusip21044C107)	79	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.7K	0.0% ($5.7K/$137.8M)	QoQ -18.74% (-$1.3K) YoY-
HOULIHAN LOKEY, INC.(HLIcusip441593100)	35	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.7K	0.0% ($5.7K/$137.8M)	QoQ -6.99% (-$425) YoY-
Sanofi(SNYcusip80105N105)	101	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.6K	0.0% ($5.6K/$137.8M)	QoQ +14.98% (+$730) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	7	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.6K	0.0% ($5.6K/$137.8M)	QoQ -24.90% (-$1.8K) YoY-
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	35	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.6K	0.0% ($5.6K/$137.8M)	QoQ -23.81% (-$1.7K) YoY-
ING GROEP NV(INGcusip456837103)	279	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.5K	0.0% ($5.5K/$137.8M)	QoQ +25.02% (+$1.1K) YoY-
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND(NXJcusip67069Y102)	462	QoQ +1.31% (-6) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$137.8M)	QoQ -2.05% (-$114) YoY-
(BNDXcusip92203J407)	111	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$137.8M)	QoQ -0.45% (-$25) YoY-
(cusip464288588)✕	57	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$137.8M)	QoQ +2.27% (+$119) YoY-
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	75	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$137.8M)	QoQ +7.54% (+$372) YoY-