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",
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  "ONON",
  "FWONK",
  "MU",
  "NXRT",
  "FNDF",
  "ACN",
  "SSTK",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "MTRN",
  "JLL",
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  null,
  null,
  "FIZZ",
  "ALL",
  null,
  "GOOGL",
  "AIN",
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  null,
  null,
  "AXP",
  "T",
  "BLK",
  "GLTR",
  "E",
  "AYI",
  null,
  "CAT",
  "AVGO",
  "APP",
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  null,
  null,
  "AVEM",
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  null,
  null,
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  null,
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  null,
  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,
  "GD",
  "GILD",
  null,
  "GIS",
  "HLT",
  "HON",
  "BITB",
  "HD",
  null,
  "HPQ",
  null,
  "AZN",
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  "UNP",
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  null,
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  "HUBS",
  "GOF",
  "HLI",
  "HWM",
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  "INGR",
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  "ING",
  "EMR",
  null,
  "MUB",
  null,
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  null,
  null,
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  null,
  "NXJ",
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  "PK",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IONS",
  "DBL",
  null,
  null,
  null,
  null,
  "NDMO",
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  "LIN",
  null,
  null,
  "EXG",
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  "WDFC",
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  "MDT",
  "AESI",
  "BMI",
  "MSFT",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
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  "NDAQ",
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  "FHN",
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  null,
  "HXL",
  "NI",
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  "HOLX",
  "NVS",
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  "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,
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  "IEMG",
  "IJK",
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  "DOW",
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  "AAPL",
  "SPY",
  null,
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  null,
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  "LDOS",
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  "LMT",
  "PG",
  null,
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  "VZ",
  null,
  "MGA",
  "KVUE",
  null,
  "PKG",
  null,
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  null,
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  null,
  null,
  null,
  "NOW",
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  null,
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  null,
  null,
  null,
  null,
  null,
  "IBM",
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  "UAL",
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  "VV",
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  null,
  null,
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  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",
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  null,
  null,
  "COLD",
  null,
  "AL",
  "KD",
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  null,
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  null,
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  "TDC",
  null,
  "DKNG",
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  "VEU",
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  "BLV",
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  "MGK",
  "VTWO",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
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  "V",
  "VKTX",
  null,
  "VITL",
  "WBD",
  "WMT",
  "WCC",
  "WDC",
  "WU",
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  "WTW",
  "WMB",
  null,
  "KLG",
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  "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",
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  null,
  "ED",
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  null,
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  null,
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  "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 32 of 37

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HUBSPOT INC

HUBS|443573100

Shares:1

Value:$571

% of Portfolio:0.0% ($571/$137.8M)

Owens Corning

OC|690742101

Shares:4

Value:$571

% of Portfolio:0.0% ($571/$137.8M)

VALMONT INDUSTRIES INC

VMI|920253101

Shares:2

Value:$571

% of Portfolio:0.0% ($571/$137.8M)

MSCI Inc.

MSCI|55354G100

Shares:1

Value:$566

% of Portfolio:0.0% ($566/$137.8M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:5

Value:$566

% of Portfolio:0.0% ($566/$137.8M)

Chord Energy Corp

CHRD|674215207

Shares:5

Value:$564

% of Portfolio:0.0% ($564/$137.8M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:36

Value:$555

% of Portfolio:0.0% ($555/$137.8M)

HP INC

HPQ|40434L105

Shares:20

Value:$554

% of Portfolio:0.0% ($554/$137.8M)

NexPoint Residential Trust, Inc.

NXRT|65341D102

Shares:14

Value:$553

% of Portfolio:0.0% ($553/$137.8M)

COGENT COMMUNICATIONS HOLDINGS, INC.

CCOI|19239V302

Shares:9

Value:$552

% of Portfolio:0.0% ($552/$137.8M)

Stevanato Group S.p.A.

STVN|T9224W109

Shares:27

Value:$551

% of Portfolio:0.0% ($551/$137.8M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:4

Value:$551

% of Portfolio:0.0% ($551/$137.8M)

LENNAR CORP /NEW/

LEN-B|526057302

Shares:5

Value:$545

% of Portfolio:0.0% ($545/$137.8M)

Ingredion Inc

INGR|457187102

Shares:4

Value:$541

% of Portfolio:0.0% ($541/$137.8M)

DONALDSON Co INC

DCI|257651109

Shares:8

Value:$536

% of Portfolio:0.0% ($536/$137.8M)

Elanco Animal Health Inc

ELAN|28414H103

Shares:51

Value:$536

% of Portfolio:0.0% ($536/$137.8M)

UFP INDUSTRIES INC

UFPI|90278Q108

Shares:5

Value:$535

% of Portfolio:0.0% ($535/$137.8M)

Dun & Bradstreet Holdings, Inc.

DNB|26484T106

Shares:59

Value:$527

% of Portfolio:0.0% ($527/$137.8M)

LCI INDUSTRIES

LCII|50189K103

Shares:6

Value:$525

% of Portfolio:0.0% ($525/$137.8M)

TD SYNNEX CORP

SNX|87162W100

Shares:5

Value:$520

% of Portfolio:0.0% ($520/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HUBSPOT INC(HUBScusip443573100)	1	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$571	0.0% ($571/$137.8M)	QoQ -18.07% (-$126) YoY-
Owens Corning(OCcusip690742101)	4	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$571	0.0% ($571/$137.8M)	QoQ -16.15% (-$110) YoY-
VALMONT INDUSTRIES INC(VMIcusip920253101)	2	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$571	0.0% ($571/$137.8M)	QoQ -6.85% (-$42) YoY-
MSCI Inc.(MSCIcusip55354G100)	1	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$566	0.0% ($566/$137.8M)	QoQ -5.66% (-$34) YoY-
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	5	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$566	0.0% ($566/$137.8M)	QoQ +7.19% (+$38) YoY-
Chord Energy Corp(CHRDcusip674215207)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$564	0.0% ($564/$137.8M)	QoQ -3.58% (-$21) YoY-
Hewlett Packard Enterprise Co(HPEcusip42824C109)	36	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$555	0.0% ($555/$137.8M)	QoQ -27.82% (-$214) YoY-
HP INC(HPQcusip40434L105)	20	QoQ -92.80% (-258) YoY-	All Managers (Combined)	$554	0.0% ($554/$137.8M)	QoQ -93.90% (-$8.5K) YoY-
NexPoint Residential Trust, Inc.(NXRTcusip65341D102)	14	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$553	0.0% ($553/$137.8M)	QoQ -5.47% (-$32) YoY-
COGENT COMMUNICATIONS HOLDINGS, INC.(CCOIcusip19239V302)	9	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$552	0.0% ($552/$137.8M)	QoQ -20.46% (-$142) YoY-
Stevanato Group S.p.A.(STVNcusipT9224W109)	27	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$551	0.0% ($551/$137.8M)	QoQ -6.29% (-$37) YoY-
CARDINAL HEALTH INC(CAHcusip14149Y108)	4	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$551	0.0% ($551/$137.8M)	QoQ +16.49% (+$78) YoY-
LENNAR CORP /NEW/(LEN-Bcusip526057302)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$545	0.0% ($545/$137.8M)	QoQ -17.54% (-$116) YoY-
Ingredion Inc(INGRcusip457187102)	4	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$541	0.0% ($541/$137.8M)	QoQ -1.63% (-$9) YoY-
DONALDSON Co INC(DCIcusip257651109)	8	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$536	0.0% ($536/$137.8M)	QoQ -0.55% (-$3) YoY-
Elanco Animal Health Inc(ELANcusip28414H103)	51	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$536	0.0% ($536/$137.8M)	QoQ -13.26% (-$82) YoY-
UFP INDUSTRIES INC(UFPIcusip90278Q108)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$535	0.0% ($535/$137.8M)	QoQ -4.97% (-$28) YoY-
Dun & Bradstreet Holdings, Inc.(DNBcusip26484T106)	59	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$527	0.0% ($527/$137.8M)	QoQ -28.29% (-$208) YoY-
LCI INDUSTRIES(LCIIcusip50189K103)	6	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$525	0.0% ($525/$137.8M)	QoQ -15.32% (-$95) YoY-
TD SYNNEX CORP(SNXcusip87162W100)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$520	0.0% ($520/$137.8M)	QoQ -11.26% (-$66) YoY-