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",
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  "AR",
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  null,
  null,
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  "MU",
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  "ACN",
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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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  "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,
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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,
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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,
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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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  "ALK",
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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,
  null,
  null,
  null,
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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,
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  null,
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  "TXT",
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  "POWW",
  "ULTA",
  "IWO",
  "SKX",
  null,
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  "GGG",
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  null,
  null,
  "ETR",
  "VYM",
  null,
  "DD",
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  "MGC",
  null,
  "EA",
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  "K",
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  "RLI",
  "MEDP",
  "MUR",
  "MTDR",
  "PRGO",
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  "ST",
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  "F",
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  null,
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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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  "V",
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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,
  "OC",
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  "NXST",
  "NOG",
  "JHG",
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  null,
  "SCHD",
  "ET",
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  "DVY",
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  "IHG",
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  "NOK",
  "HLMN",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
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  "IEP",
  "TER",
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  "TTD",
  "ON",
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  "SON",
  "TPC",
  "BPOP",
  "OKTA",
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  null,
  "S",
  "DIA",
  null,
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  null,
  null,
  "MANH",
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  null,
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  null,
  null,
  "GEV",
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  "ZBH",
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  "DGRO",
  "GAP",
  "MCK",
  null,
  "IRMD",
  "SPYV",
  null,
  "PCVX",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  null,
  "AME",
  "ALLY",
  null,
  "LULU",
  "ALV",
  "ADP",
  "AZTA",
  "AVTR",
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  "BK",
  "BRK-B",
  "BAX",
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  null,
  "BLNK",
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  null,
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  null,
  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 28 of 37

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Cheniere Energy, Inc.

LNG|16411R208

Shares:4

Value:$926

% of Portfolio:0.0% ($926/$137.8M)

NISOURCE INC.

NI|65473P105

Shares:23

Value:$922

% of Portfolio:0.0% ($922/$137.8M)

AMBEV S.A.

ABEV|02319V103

Shares:389

Value:$906

% of Portfolio:0.0% ($906/$137.8M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:5

Value:$883

% of Portfolio:0.0% ($883/$137.8M)

LITHIA MOTORS INC

LAD|536797103

Shares:3

Value:$881

% of Portfolio:0.0% ($881/$137.8M)

Viatris Inc

VTRS|92556V106

Shares:101

Value:$879

% of Portfolio:0.0% ($879/$137.8M)

HOME BANCSHARES INC

HOMB|436893200

Shares:31

Value:$876

% of Portfolio:0.0% ($876/$137.8M)

PACCAR INC

PCAR|693718108

Shares:9

Value:$876

% of Portfolio:0.0% ($876/$137.8M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:2

Value:$868

% of Portfolio:0.0% ($868/$137.8M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:6

Value:$867

% of Portfolio:0.0% ($867/$137.8M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:10

Value:$860

% of Portfolio:0.0% ($860/$137.8M)

Vontier Corp

VNT|928881101

Shares:26

Value:$854

% of Portfolio:0.0% ($854/$137.8M)

US Foods Holding Corp.

USFD|912008109

Shares:13

Value:$851

% of Portfolio:0.0% ($851/$137.8M)

Kenvue Inc.

KVUE|49177J102

Shares:35

Value:$839

% of Portfolio:0.0% ($839/$137.8M)

464288646

Shares:16

Value:$838

% of Portfolio:0.0% ($838/$137.8M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:14

Value:$837

% of Portfolio:0.0% ($837/$137.8M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:4

Value:$822

% of Portfolio:0.0% ($822/$137.8M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:11

Value:$821

% of Portfolio:0.0% ($821/$137.8M)

Howard Hughes Holdings Inc.

HHH|44267T102

Shares:11

Value:$815

% of Portfolio:0.0% ($815/$137.8M)

78464A870

Shares:10

Value:$811

% of Portfolio:0.0% ($811/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Cheniere Energy, Inc.(LNGcusip16411R208)	4	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$926	0.0% ($926/$137.8M)	QoQ +7.79% (+$67) YoY-
NISOURCE INC.(NIcusip65473P105)	23	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$922	0.0% ($922/$137.8M)	QoQ +9.11% (+$77) YoY-
AMBEV S.A.(ABEVcusip02319V103)	389	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$906	0.0% ($906/$137.8M)	QoQ +25.83% (+$186) YoY-
TOYOTA MOTOR CORP/(TMcusip892331307)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$883	0.0% ($883/$137.8M)	QoQ -9.24% (-$90) YoY-
LITHIA MOTORS INC(LADcusip536797103)	3	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$881	0.0% ($881/$137.8M)	QoQ -17.81% (-$191) YoY-
Viatris Inc(VTRScusip92556V106)	101	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$879	0.0% ($879/$137.8M)	QoQ -30.07% (-$378) YoY-
HOME BANCSHARES INC(HOMBcusip436893200)	31	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$876	0.0% ($876/$137.8M)	QoQ -0.11% (-$1) YoY-
PACCAR INC(PCARcusip693718108)	9	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$876	0.0% ($876/$137.8M)	QoQ -6.41% (-$60) YoY-
CASEYS GENERAL STORES INC(CASYcusip147528103)	2	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$868	0.0% ($868/$137.8M)	QoQ +9.59% (+$76) YoY-
ELECTRONIC ARTS INC.(EAcusip285512109)	6	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$867	0.0% ($867/$137.8M)	QoQ -1.25% (-$11) YoY-
IRON MOUNTAIN INC(IRMcusip46284V101)	10	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$860	0.0% ($860/$137.8M)	QoQ -18.17% (-$191) YoY-
Vontier Corp(VNTcusip928881101)	26	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$854	0.0% ($854/$137.8M)	QoQ -9.91% (-$94) YoY-
US Foods Holding Corp.(USFDcusip912008109)	13	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$851	0.0% ($851/$137.8M)	QoQ -2.96% (-$26) YoY-
Kenvue Inc.(KVUEcusip49177J102)	35	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$839	0.0% ($839/$137.8M)	QoQ +12.31% (+$92) YoY-
(cusip464288646)✕	16	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$838	0.0% ($838/$137.8M)	QoQ +1.33% (+$11) YoY-
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	14	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$837	0.0% ($837/$137.8M)	QoQ +10.42% (+$79) YoY-
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	4	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$822	0.0% ($822/$137.8M)	QoQ -10.94% (-$101) YoY-
Fidelity National Information Services, Inc.(FIScusip31620M106)	11	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$821	0.0% ($821/$137.8M)	QoQ -7.54% (-$67) YoY-
Howard Hughes Holdings Inc.(HHHcusip44267T102)	11	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$815	0.0% ($815/$137.8M)	QoQ -3.66% (-$31) YoY-
(cusip78464A870)✕	10	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$811	0.0% ($811/$137.8M)	QoQ -9.98% (-$90) YoY-