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",
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  null,
  null,
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  "ONON",
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  "MU",
  "NXRT",
  "FNDF",
  "ACN",
  "SSTK",
  null,
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  "ABT",
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  "ADBE",
  "BABA",
  "MTRN",
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  null,
  null,
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  null,
  "GOOGL",
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  null,
  null,
  "AXP",
  "T",
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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,
  "GD",
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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,
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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,
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  null,
  null,
  null,
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  "IONS",
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  "FHN",
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  null,
  "HXL",
  "NI",
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  "HOLX",
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  "PCAR",
  "ALK",
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  "IJR",
  "EFG",
  "ANET",
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  "KR",
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  "NOC",
  null,
  null,
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  null,
  null,
  null,
  "REG",
  "IWF",
  null,
  null,
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  "PYPL",
  "PEP",
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  null,
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  "AAPL",
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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,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "IBM",
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  "DLY",
  "EME",
  null,
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  "LYG",
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  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",
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  "TCBI",
  "UGI",
  "ALGN",
  "AON",
  "VNT",
  "GM",
  "APTV",
  "USFD",
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  "AXON",
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  "SONY",
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  "EL",
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  "NTRA",
  "WAB",
  "WSO",
  "DLTR",
  "F",
  "DECK",
  "EQR",
  null,
  "DEO",
  "AJG",
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  "GSLC",
  "CAH",
  "BKR",
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  "LKFN",
  "KFRC",
  "IDXX",
  "BIPC",
  "KLIC",
  "LSTR",
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  "AMZN",
  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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  "TDC",
  null,
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  "MGK",
  "VTWO",
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  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
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  "V",
  "VKTX",
  null,
  "VITL",
  "WBD",
  "WMT",
  "WCC",
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  "WTW",
  "WMB",
  null,
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  "ZBRA",
  null,
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  null,
  "LNT",
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  "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",
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  null,
  null,
  "MANH",
  "HCI",
  null,
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  "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",
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  "BA",
  null,
  "BLNK",
  "BWA",
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  "CWH",
  "CCJ",
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  "CAKE",
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  "CHE",
  "CVX",
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  "C",
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  null,
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  null,
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
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  "PH",
  null,
  null,
  "MO",
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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 33 of 37

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Avantor, Inc.

AVTR|05352A100

Shares:32

Value:$519

% of Portfolio:0.0% ($519/$137.8M)

TERADATA CORP /DE/

TDC|88076W103

Shares:23

Value:$517

% of Portfolio:0.0% ($517/$137.8M)

ROSS STORES, INC.

ROST|778296103

Shares:4

Value:$511

% of Portfolio:0.0% ($511/$137.8M)

Ally Financial Inc.

ALLY|02005N100

Shares:14

Value:$511

% of Portfolio:0.0% ($511/$137.8M)

U S PHYSICAL THERAPY INC /NV

USPH|90337L108

Shares:7

Value:$507

% of Portfolio:0.0% ($507/$137.8M)

KIRBY CORP

KEX|497266106

Shares:5

Value:$505

% of Portfolio:0.0% ($505/$137.8M)

HEXCEL CORP /DE/

HXL|428291108

Shares:9

Value:$493

% of Portfolio:0.0% ($493/$137.8M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:7

Value:$493

% of Portfolio:0.0% ($493/$137.8M)

MATERION Corp

MTRN|576690101

Shares:6

Value:$490

% of Portfolio:0.0% ($490/$137.8M)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:1

Value:$487

% of Portfolio:0.0% ($487/$137.8M)

RIO TINTO PLC

RIO|767204100

Shares:8

Value:$481

% of Portfolio:0.0% ($481/$137.8M)

Schneider National, Inc.

SNDR|80689H102

Shares:21

Value:$480

% of Portfolio:0.0% ($480/$137.8M)

PERRIGO Co plc

PRGO|G97822103

Shares:17

Value:$477

% of Portfolio:0.0% ($477/$137.8M)

Burlington Stores, Inc.

BURL|122017106

Shares:2

Value:$477

% of Portfolio:0.0% ($477/$137.8M)

ILLUMINA, INC.

ILMN|452327109

Shares:6

Value:$476

% of Portfolio:0.0% ($476/$137.8M)

AMERICOLD REALTY TRUST

COLD|03064D108

Shares:22

Value:$472

% of Portfolio:0.0% ($472/$137.8M)

SHOE CARNIVAL INC

SCVL|824889109

Shares:21

Value:$462

% of Portfolio:0.0% ($462/$137.8M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:2

Value:$455

% of Portfolio:0.0% ($455/$137.8M)

Wingstop Inc.

WING|974155103

Shares:2

Value:$451

% of Portfolio:0.0% ($451/$137.8M)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:2

Value:$448

% of Portfolio:0.0% ($448/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Avantor, Inc.(AVTRcusip05352A100)	32	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$519	0.0% ($519/$137.8M)	QoQ -22.99% (-$155) YoY-
TERADATA CORP /DE/(TDCcusip88076W103)	23	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$517	0.0% ($517/$137.8M)	QoQ -27.79% (-$199) YoY-
ROSS STORES, INC.(ROSTcusip778296103)	4	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$511	0.0% ($511/$137.8M)	QoQ -15.53% (-$94) YoY-
Ally Financial Inc.(ALLYcusip02005N100)	14	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$511	0.0% ($511/$137.8M)	QoQ +1.38% (+$7) YoY-
U S PHYSICAL THERAPY INC /NV(USPHcusip90337L108)	7	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$507	0.0% ($507/$137.8M)	QoQ -18.35% (-$114) YoY-
KIRBY CORP(KEXcusip497266106)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$505	0.0% ($505/$137.8M)	QoQ -4.53% (-$24) YoY-
HEXCEL CORP /DE/(HXLcusip428291108)	9	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$493	0.0% ($493/$137.8M)	QoQ -12.58% (-$71) YoY-
LyondellBasell Industries N.V.(LYBcusipN53745100)	7	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$493	0.0% ($493/$137.8M)	QoQ -5.19% (-$27) YoY-
MATERION Corp(MTRNcusip576690101)	6	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$490	0.0% ($490/$137.8M)	QoQ -17.36% (-$103) YoY-
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	1	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$487	0.0% ($487/$137.8M)	QoQ +4.73% (+$22) YoY-
RIO TINTO PLC(RIOcusip767204100)	8	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$481	0.0% ($481/$137.8M)	QoQ +2.34% (+$11) YoY-
Schneider National, Inc.(SNDRcusip80689H102)	21	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$480	0.0% ($480/$137.8M)	QoQ -21.95% (-$135) YoY-
PERRIGO Co plc(PRGOcusipG97822103)	17	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$477	0.0% ($477/$137.8M)	QoQ +9.15% (+$40) YoY-
Burlington Stores, Inc.(BURLcusip122017106)	2	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$477	0.0% ($477/$137.8M)	QoQ -16.31% (-$93) YoY-
ILLUMINA, INC.(ILMNcusip452327109)	6	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$476	0.0% ($476/$137.8M)	QoQ -40.64% (-$326) YoY-
AMERICOLD REALTY TRUST(COLDcusip03064D108)	22	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$472	0.0% ($472/$137.8M)	QoQ +0.21% (+$1) YoY-
SHOE CARNIVAL INC(SCVLcusip824889109)	21	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$462	0.0% ($462/$137.8M)	QoQ -33.52% (-$233) YoY-
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	2	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$455	0.0% ($455/$137.8M)	QoQ -7.89% (-$39) YoY-
Wingstop Inc.(WINGcusip974155103)	2	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$451	0.0% ($451/$137.8M)	QoQ -20.59% (-$117) YoY-
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	2	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$448	0.0% ($448/$137.8M)	QoQ -31.60% (-$207) YoY-