Mpwm-Advisory-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PKST",
  null,
  "NUVL",
  "PINS",
  "FSV",
  "GFL.TO",
  "HLNE",
  "STVN",
  "AZEK",
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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,
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  null,
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  null,
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  null,
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  null,
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  "K",
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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,
  "SCHD",
  "ET",
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  "IHG",
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  "MFC",
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  "TTD",
  "ON",
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  "OKTA",
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  null,
  "S",
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  null,
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  null,
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  "MANH",
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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,
  "AME",
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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 29 of 37

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STANDEX INTERNATIONAL CORP/DE/

SXI|854231107

Shares:5

Value:$807

% of Portfolio:0.0% ($807/$137.8M)

032108474

Shares:41

Value:$800

% of Portfolio:0.0% ($800/$137.8M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:6

Value:$794

% of Portfolio:0.0% ($794/$137.8M)

DENTSPLY SIRONA Inc.

XRAY|24906P109

Shares:53

Value:$792

% of Portfolio:0.0% ($792/$137.8M)

Baker Hughes Co

BKR|05722G100

Shares:18

Value:$791

% of Portfolio:0.0% ($791/$137.8M)

ACUITY BRANDS INC

AYI|00508Y102

Shares:3

Value:$790

% of Portfolio:0.0% ($790/$137.8M)

AMPHENOL CORP /DE/

APH|032095101

Shares:12

Value:$787

% of Portfolio:0.0% ($787/$137.8M)

AZEK Co Inc.

AZEK|05478C105

Shares:16

Value:$782

% of Portfolio:0.0% ($782/$137.8M)

AIR LEASE CORP

AL|00912X302

Shares:16

Value:$773

% of Portfolio:0.0% ($773/$137.8M)

JONES LANG LASALLE INC

JLL|48020Q107

Shares:3

Value:$744

% of Portfolio:0.0% ($744/$137.8M)

EMCOR Group, Inc.

EME|29084Q100

Shares:2

Value:$739

% of Portfolio:0.0% ($739/$137.8M)

ANTERO RESOURCES Corp

AR|03674X106

Shares:18

Value:$728

% of Portfolio:0.0% ($728/$137.8M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:4

Value:$725

% of Portfolio:0.0% ($725/$137.8M)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

Shares:4

Value:$717

% of Portfolio:0.0% ($717/$137.8M)

Latham Group, Inc.

SWIM|51819L107

Shares:110

Value:$707

% of Portfolio:0.0% ($707/$137.8M)

Vulcan Materials CO

VMC|929160109

Shares:3

Value:$700

% of Portfolio:0.0% ($700/$137.8M)

808524870

Shares:26

Value:$699

% of Portfolio:0.0% ($699/$137.8M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:3

Value:$698

% of Portfolio:0.0% ($698/$137.8M)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:5

Value:$697

% of Portfolio:0.0% ($697/$137.8M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:5

Value:$695

% of Portfolio:0.0% ($695/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STANDEX INTERNATIONAL CORP/DE/(SXIcusip854231107)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$807	0.0% ($807/$137.8M)	QoQ -13.68% (-$128) YoY-
(cusip032108474)✕	41	QoQ NEW(+41) YoY-	All Managers (Combined)	$800	0.0% ($800/$137.8M)	QoQ NEW(+$800) YoY-
Alibaba Group Holding Ltd(BABAcusip01609W102)	6	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$794	0.0% ($794/$137.8M)	QoQ +56.29% (+$286) YoY-
DENTSPLY SIRONA Inc.(XRAYcusip24906P109)	53	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$792	0.0% ($792/$137.8M)	QoQ -21.27% (-$214) YoY-
Baker Hughes Co(BKRcusip05722G100)	18	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$791	0.0% ($791/$137.8M)	QoQ +7.18% (+$53) YoY-
ACUITY BRANDS INC(AYIcusip00508Y102)	3	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$790	0.0% ($790/$137.8M)	QoQ -9.81% (-$86) YoY-
AMPHENOL CORP /DE/(APHcusip032095101)	12	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$787	0.0% ($787/$137.8M)	QoQ -5.52% (-$46) YoY-
AZEK Co Inc.(AZEKcusip05478C105)	16	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$782	0.0% ($782/$137.8M)	QoQ +2.89% (+$22) YoY-
AIR LEASE CORP(ALcusip00912X302)	16	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$773	0.0% ($773/$137.8M)	QoQ +0.25% (+$2) YoY-
JONES LANG LASALLE INC(JLLcusip48020Q107)	3	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$744	0.0% ($744/$137.8M)	QoQ -1.97% (-$15) YoY-
EMCOR Group, Inc.(EMEcusip29084Q100)	2	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$739	0.0% ($739/$137.8M)	QoQ -18.61% (-$169) YoY-
ANTERO RESOURCES Corp(ARcusip03674X106)	18	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$728	0.0% ($728/$137.8M)	QoQ +15.37% (+$97) YoY-
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	4	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$725	0.0% ($725/$137.8M)	QoQ -4.35% (-$33) YoY-
NEXSTAR MEDIA GROUP, INC.(NXSTcusip65336K103)	4	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$717	0.0% ($717/$137.8M)	QoQ +13.44% (+$85) YoY-
Latham Group, Inc.(SWIMcusip51819L107)	110	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$707	0.0% ($707/$137.8M)	QoQ -7.70% (-$59) YoY-
Vulcan Materials CO(VMCcusip929160109)	3	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$700	0.0% ($700/$137.8M)	QoQ -9.32% (-$72) YoY-
(cusip808524870)✕	26	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$699	0.0% ($699/$137.8M)	QoQ +4.01% (+$27) YoY-
LABCORP HOLDINGS INC.(LHcusip504922105)	3	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$698	0.0% ($698/$137.8M)	QoQ +1.45% (+$10) YoY-
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$697	0.0% ($697/$137.8M)	QoQ -4.65% (-$34) YoY-
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$695	0.0% ($695/$137.8M)	QoQ -10.55% (-$82) YoY-