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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HEICO CORP
Shares:11
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$137.8M)
LAKELAND FINANCIAL CORP
Shares:39
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$137.8M)
OLD DOMINION FREIGHT LINE, INC.
Shares:14
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$137.8M)
Vertiv Holdings Co
Shares:32
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$137.8M)
46138J619
Shares:43
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$137.8M)
BADGER METER INC
Shares:12
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$137.8M)
97717Y527
Shares:44
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$137.8M)
MARSH & MCLENNAN COMPANIES, INC.
Shares:9
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$137.8M)
78464A847
Shares:42
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$137.8M)
XCEL ENERGY INC
Shares:30
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$137.8M)
NATIONAL BEVERAGE CORP
Shares:51
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$137.8M)
92189F676
Shares:10
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$137.8M)
FULLER H B CO
Shares:37
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$137.8M)
SiteOne Landscape Supply, Inc.
Shares:17
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$137.8M)
GETTY REALTY CORP /MD/
Shares:66
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$137.8M)
FIRST FINANCIAL BANKSHARES INC
Shares:57
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$137.8M)
WILLIS TOWERS WATSON PLC
Shares:6
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$137.8M)
ANALOG DEVICES INC
Shares:10
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$137.8M)
PACKAGING CORP OF AMERICA
Shares:10
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$137.8M)
TYSON FOODS, INC.
Shares:31
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$137.8M)