Mpwm-Advisory-Solutions

Filing Details

13F-HR2025-03-31
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
Manager Name
Mpwm-Advisory-Solutions
Data Enrichment
80% identified
585 identified149 unidentified

Holdings

734 positions • $137.8M total value
Manager:
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46431W507
Shares:88
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$137.8M)
COVENANT LOGISTICS GROUP, INC.
Shares:200
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$137.8M)
464288224
Shares:377
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$137.8M)
INTUIT INC.
Shares:7
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$137.8M)
EXXON MOBIL CORP
Shares:36
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$137.8M)
Natera, Inc.
Shares:30
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$137.8M)
FREEPORT-MCMORAN INC
Shares:112
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$137.8M)
69374H857
Shares:111
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$137.8M)
Bitwise Bitcoin ETF
Shares:91
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$137.8M)
NXP Semiconductors N.V.
Shares:21
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$137.8M)
Primerica, Inc.
Shares:14
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$137.8M)
Uber Technologies, Inc
Shares:54
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$137.8M)
RBC Bearings INC
Shares:12
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$137.8M)
SYNOPSYS INC
Shares:9
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$137.8M)
SHERWIN WILLIAMS CO
Shares:11
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$137.8M)
MARTIN MARIETTA MATERIALS INC
Shares:8
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$137.8M)
NRG ENERGY, INC.
Shares:40
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$137.8M)
TJX COMPANIES INC /DE/
Shares:31
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$137.8M)
StoneCo Ltd.
Shares:360
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$137.8M)
MOODYS CORP /DE/
Shares:8
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$137.8M)