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",
  "RJF",
  "AES",
  "AR",
  "ARW",
  "RBC",
  "DNB",
  "NXE",
  null,
  null,
  "ALSN",
  "SPR",
  "ONON",
  "FWONK",
  "MU",
  "NXRT",
  "FNDF",
  "ACN",
  "SSTK",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "MTRN",
  "JLL",
  "KTB",
  null,
  null,
  "FIZZ",
  "ALL",
  null,
  "GOOGL",
  "AIN",
  "VYX",
  null,
  null,
  "AXP",
  "T",
  "BLK",
  "GLTR",
  "E",
  "AYI",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  "AVEM",
  "FUL",
  "WRB",
  "BOH",
  null,
  null,
  "BSX",
  null,
  "HHH",
  null,
  null,
  null,
  "LCII",
  "LEN-B",
  "LEG",
  null,
  null,
  null,
  null,
  "NSSC",
  "DUK",
  "NVAX",
  "D",
  "NLOP",
  "EHC",
  "KWR",
  "EBAY",
  "RYAAY",
  null,
  null,
  "EOG",
  "SXI",
  "SEG",
  "UMH",
  null,
  "UNF",
  "UTZ",
  "STNE",
  "AVDL",
  "FFIN",
  "IPAR",
  "FCX",
  null,
  "KODK",
  "VIK",
  null,
  null,
  null,
  null,
  "GD",
  "GILD",
  null,
  "GIS",
  "HLT",
  "HON",
  "BITB",
  "HD",
  null,
  "HPQ",
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  "ETW",
  "FE",
  "UNP",
  "QCOM",
  "GNW",
  "ISRG",
  "AGM",
  "HLF",
  null,
  "HEI-A",
  "HUBS",
  "GOF",
  "HLI",
  "HWM",
  "ITW",
  "INGR",
  "AMAT",
  "RIVN",
  "ING",
  "EMR",
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  "SWIM",
  null,
  "NXJ",
  "IVW",
  "PK",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IONS",
  "DBL",
  null,
  null,
  null,
  null,
  "NDMO",
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  "EXG",
  "ENSG",
  "WDFC",
  "MMC",
  "TLRY",
  "MRVL",
  "MA",
  "EXEL",
  "MDT",
  "AESI",
  "BMI",
  "MSFT",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DOCS",
  "NDAQ",
  "EXC",
  "FHN",
  "FIS",
  "FLS",
  "GE",
  "GPC",
  "GTLB",
  null,
  "HXL",
  "NI",
  "HES",
  "HOLX",
  "NVS",
  "FMC",
  "ILMN",
  "OMC",
  "ODFL",
  "ORLY",
  "ADM",
  "PCAR",
  "ALK",
  "AER",
  "BX",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "REG",
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  null,
  "HPE",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  "MGA",
  "KVUE",
  null,
  "PKG",
  null,
  "PPG",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "SPG",
  "ROP",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "BP",
  "AMT",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "BIV",
  "VNQ",
  "VO",
  "AGYS",
  "NATL",
  "SCVL",
  "PSMT",
  "VV",
  "RCL",
  "HOMB",
  "SITE",
  "MRNA",
  "IVOO",
  "TREE",
  null,
  null,
  "VWO",
  "VSS",
  "SIVR",
  "AWI",
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "NGG",
  null,
  "DLY",
  "EME",
  null,
  "LAD",
  "LYG",
  "TTE",
  null,
  "MUA",
  "TXT",
  "TSCO",
  "POWW",
  "ULTA",
  "IWO",
  "SKX",
  null,
  "SNY",
  "GGG",
  "TSM",
  "SMG",
  "GSK",
  "GPN",
  null,
  null,
  "ETR",
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "GRAL",
  "K",
  "VRT",
  "RLI",
  "MEDP",
  "MUR",
  "MTDR",
  "PRGO",
  "LFUS",
  "ST",
  "PRI",
  "TCBI",
  "UGI",
  "ALGN",
  "AON",
  "VNT",
  "GM",
  "APTV",
  "USFD",
  "SNX",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "AVB",
  "EL",
  "FI",
  "DRI",
  "NTRA",
  "WAB",
  "WSO",
  "DLTR",
  "F",
  "DECK",
  "EQR",
  null,
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "AIZ",
  "NCLH",
  "GSLC",
  "CAH",
  "BKR",
  "CRIS",
  "ES",
  "GTY",
  "TILE",
  "NSP",
  "LKFN",
  "KFRC",
  "IDXX",
  "BIPC",
  "KLIC",
  "LSTR",
  "NVO",
  "AMZN",
  null,
  null,
  "CMS",
  null,
  null,
  "SIRI",
  null,
  null,
  "HOG",
  "LMAT",
  null,
  null,
  "COLD",
  null,
  "AL",
  "KD",
  "HIMS",
  null,
  "UCB",
  null,
  "HDB",
  "ABEV",
  "TDC",
  null,
  "DKNG",
  "ACM",
  "VEU",
  "VUG",
  "VFH",
  "VEA",
  "BLV",
  "VALE",
  "VMI",
  "MGK",
  "VTWO",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "VKTX",
  null,
  "VITL",
  "WBD",
  "WMT",
  "WCC",
  "WDC",
  "WU",
  "WFC",
  "WST",
  "WING",
  "WTFC",
  "WTW",
  "WMB",
  null,
  "KLG",
  "WPC",
  "WH",
  "XEL",
  "ZBRA",
  null,
  "ZIMV",
  null,
  "LNT",
  "EXPI",
  "ELAN",
  "DTE",
  null,
  "OC",
  "POWI",
  "NXST",
  "NOG",
  "JHG",
  "CNQ",
  "GEN",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "SCHG",
  "IHG",
  "KEX",
  "MSCI",
  "JKHY",
  "EIX",
  "NSC",
  "NOK",
  "HLMN",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "KDP",
  "IEP",
  "TER",
  "SO",
  "USPH",
  "TTD",
  "ON",
  "UFPI",
  "SON",
  "TPC",
  "BPOP",
  "OKTA",
  "PSX",
  "CRM",
  "SNAP",
  "RPRX",
  null,
  "S",
  "DIA",
  null,
  "TS",
  "PFLT",
  "SPOT",
  null,
  null,
  "MANH",
  "HCI",
  null,
  "TNL",
  "MTUM",
  "LYB",
  "ZION",
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "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",
  "BYND",
  "BMRN",
  "BA",
  null,
  "BLNK",
  "BWA",
  "BMY",
  "BTI",
  "BC",
  "CBT",
  "BWXT",
  "BURL",
  "CWH",
  "CCJ",
  "CNI",
  "CDNS",
  "CCL",
  "CASY",
  "CNP",
  "CAKE",
  "CPK",
  "CHE",
  "CVX",
  "GTLS",
  "LNG",
  "CB",
  "CHRD",
  "CMG",
  "CSCO",
  "CIVI",
  "CFG",
  "C",
  "CME",
  "KO",
  "CGNX",
  "CCOI",
  "COIN",
  "CNS",
  "CMCSA",
  "CTSH",
  "CAG",
  "COP",
  "CNXC",
  "ROAD",
  "CEG",
  null,
  "ED",
  "CRSR",
  "CTRA",
  "COST",
  "CTVA",
  "CPNG",
  "CRAI",
  "CRWD",
  "CVLG",
  "CVS",
  "CCK",
  "CW",
  "DHR",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOCU",
  "DCI",
  "RSP",
  "IJT",
  null,
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "TRNO",
  "TTEK",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  null,
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

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 3 of 37

Sort by:

92189F429

Shares:29.2K

Value:$490.1K

% of Portfolio:0.4% ($490.1K/$137.8M)

025072307

Shares:5.2K

Value:$485.4K

% of Portfolio:0.4% ($485.4K/$137.8M)

25434V724

Shares:11.7K

Value:$481.1K

% of Portfolio:0.3% ($481.1K/$137.8M)

92647N766

Shares:5.0K

Value:$425.5K

% of Portfolio:0.3% ($425.5K/$137.8M)

25434V500

Shares:6.6K

Value:$396.6K

% of Portfolio:0.3% ($396.6K/$137.8M)

922908769

VTI|922908769

Shares:1.4K

Value:$391.6K

% of Portfolio:0.3% ($391.6K/$137.8M)

69344A107

Shares:7.6K

Value:$379.4K

% of Portfolio:0.3% ($379.4K/$137.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:681

Value:$362.7K

% of Portfolio:0.3% ($362.7K/$137.8M)

46137V357

RSP|46137V357

Shares:2.1K

Value:$361.3K

% of Portfolio:0.3% ($361.3K/$137.8M)

464287622

IWB|464287622

Shares:1.1K

Value:$339.6K

% of Portfolio:0.2% ($339.6K/$137.8M)

464288281

Shares:3.7K

Value:$337.7K

% of Portfolio:0.2% ($337.7K/$137.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.1K

Value:$331.4K

% of Portfolio:0.2% ($331.4K/$137.8M)

81369Y803

XLK|81369Y803

Shares:1.6K

Value:$329.4K

% of Portfolio:0.2% ($329.4K/$137.8M)

14020Y409

Shares:12.6K

Value:$326.4K

% of Portfolio:0.2% ($326.4K/$137.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.1K

Value:$324.5K

% of Portfolio:0.2% ($324.5K/$137.8M)

25434V880

DFAX|25434V880

Shares:12.0K

Value:$314.9K

% of Portfolio:0.2% ($314.9K/$137.8M)

921937819

BIV|921937819

Shares:4.0K

Value:$306.1K

% of Portfolio:0.2% ($306.1K/$137.8M)

69344A834

Shares:5.6K

Value:$289.0K

% of Portfolio:0.2% ($289.0K/$137.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.2K

Value:$287.3K

% of Portfolio:0.2% ($287.3K/$137.8M)

81369Y605

Shares:5.3K

Value:$265.5K

% of Portfolio:0.2% ($265.5K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F429)✕	29.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$490.1K	0.4% ($490.1K/$137.8M)	QoQ -2.84% (-$14.3K) YoY-
(cusip025072307)✕	5.2K	QoQ +31.35% (+1.2K) YoY-	All Managers (Combined)	$485.4K	0.4% ($485.4K/$137.8M)	QoQ +23.41% (+$92.1K) YoY-
(cusip25434V724)✕	11.7K	QoQ -0.24% (-29) YoY-	All Managers (Combined)	$481.1K	0.3% ($481.1K/$137.8M)	QoQ +0.45% (-$2.2K) YoY-
(cusip92647N766)✕	5.0K	QoQ -3.81% (-200) YoY-	All Managers (Combined)	$425.5K	0.3% ($425.5K/$137.8M)	QoQ -4.35% (-$19.4K) YoY-
(cusip25434V500)✕	6.6K	QoQ +0.06% (-4) YoY-	All Managers (Combined)	$396.6K	0.3% ($396.6K/$137.8M)	QoQ -8.13% (-$35.1K) YoY-
(VTIcusip922908769)	1.4K	QoQ +0.49% (-7) YoY-	All Managers (Combined)	$391.6K	0.3% ($391.6K/$137.8M)	QoQ -4.69% (-$19.3K) YoY-
(cusip69344A107)✕	7.6K	QoQ +1.57% (+118) YoY-	All Managers (Combined)	$379.4K	0.3% ($379.4K/$137.8M)	QoQ +1.93% (+$7.2K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	681	QoQ +6.24% (+40) YoY-	All Managers (Combined)	$362.7K	0.3% ($362.7K/$137.8M)	QoQ +24.82% (+$72.1K) YoY-
(RSPcusip46137V357)	2.1K	QoQ +190.12% (+1.4K) YoY-	All Managers (Combined)	$361.3K	0.3% ($361.3K/$137.8M)	QoQ +186.71% (+$235.3K) YoY-
(IWBcusip464287622)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$339.6K	0.2% ($339.6K/$137.8M)	QoQ -4.78% (-$17.1K) YoY-
(cusip464288281)✕	3.7K	QoQ +20.25% (+628) YoY-	All Managers (Combined)	$337.7K	0.2% ($337.7K/$137.8M)	QoQ +22.37% (+$61.8K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	1.1K	QoQ -5.89% (-72) YoY-	All Managers (Combined)	$331.4K	0.2% ($331.4K/$137.8M)	QoQ +11.99% (-$35.5K) YoY-
(XLKcusip81369Y803)	1.6K	QoQ +17.27% (+235) YoY-	All Managers (Combined)	$329.4K	0.2% ($329.4K/$137.8M)	QoQ +4.14% (+$13.1K) YoY-
(cusip14020Y409)✕	12.6K	QoQ +9.28% (+1.1K) YoY-	All Managers (Combined)	$326.4K	0.2% ($326.4K/$137.8M)	QoQ +10.00% (+$29.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.1K	QoQ -13.86% (-338) YoY-	All Managers (Combined)	$324.5K	0.2% ($324.5K/$137.8M)	QoQ -29.66% (-$136.9K) YoY-
(DFAXcusip25434V880)	12.0K	QoQ 0.00% (+1) YoY-	All Managers (Combined)	$314.9K	0.2% ($314.9K/$137.8M)	QoQ +5.39% (+$16.1K) YoY-
(BIVcusip921937819)	4.0K	QoQ +0.70% (+28) YoY-	All Managers (Combined)	$306.1K	0.2% ($306.1K/$137.8M)	QoQ +3.20% (+$9.5K) YoY-
(cusip69344A834)✕	5.6K	QoQ +5.23% (+280) YoY-	All Managers (Combined)	$289.0K	0.2% ($289.0K/$137.8M)	QoQ +5.46% (+$15.0K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.2K	QoQ -1.70% (-20) YoY-	All Managers (Combined)	$287.3K	0.2% ($287.3K/$137.8M)	QoQ +11.27% (-$29.1K) YoY-
(cusip81369Y605)✕	5.3K	QoQ +2032.40% (+5.1K) YoY-	All Managers (Combined)	$265.5K	0.2% ($265.5K/$137.8M)	QoQ +2097.59% (+$253.5K) YoY-