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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  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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  "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,
  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,
  "GIS",
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  null,
  "HPQ",
  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,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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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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  null,
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  "ALK",
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  "EFG",
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  "NOC",
  null,
  null,
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  null,
  null,
  null,
  "REG",
  "IWF",
  null,
  null,
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  "PYPL",
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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,
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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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  "NGG",
  null,
  "DLY",
  "EME",
  null,
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  "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",
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  "AXON",
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  "EL",
  "FI",
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  "NTRA",
  "WAB",
  "WSO",
  "DLTR",
  "F",
  "DECK",
  "EQR",
  null,
  "DEO",
  "AJG",
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  "GSLC",
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  "BKR",
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  "ES",
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  "LKFN",
  "KFRC",
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  "LSTR",
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  "COLD",
  null,
  "AL",
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  null,
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  null,
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  "ABEV",
  "TDC",
  null,
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  "VEU",
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  "BLV",
  "VALE",
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  "MGK",
  "VTWO",
  "VBK",
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  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
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  "V",
  "VKTX",
  null,
  "VITL",
  "WBD",
  "WMT",
  "WCC",
  "WDC",
  "WU",
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  "WTFC",
  "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",
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  "COIN",
  "CNS",
  "CMCSA",
  "CTSH",
  "CAG",
  "COP",
  "CNXC",
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  null,
  "ED",
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  null,
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  null,
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  null,
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  "MDY",
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  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  null,
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
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  "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 8 of 37

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33735J101

Shares:714

Value:$54.8K

% of Portfolio:0.0% ($54.8K/$137.8M)

14020G101

Shares:1.6K

Value:$54.7K

% of Portfolio:0.0% ($54.7K/$137.8M)

92189F106

GDX|92189F106

Shares:1.2K

Value:$54.5K

% of Portfolio:0.0% ($54.5K/$137.8M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:110

Value:$54.5K

% of Portfolio:0.0% ($54.5K/$137.8M)

33737M102

Shares:721

Value:$54.0K

% of Portfolio:0.0% ($54.0K/$137.8M)

72201R585

Shares:2.0K

Value:$52.7K

% of Portfolio:0.0% ($52.7K/$137.8M)

464287101

Shares:193

Value:$52.3K

% of Portfolio:0.0% ($52.3K/$137.8M)

33734Y109

Shares:574

Value:$51.7K

% of Portfolio:0.0% ($51.7K/$137.8M)

33735K108

Shares:392

Value:$51.5K

% of Portfolio:0.0% ($51.5K/$137.8M)

74933W478

Shares:1.0K

Value:$50.2K

% of Portfolio:0.0% ($50.2K/$137.8M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:176

Value:$49.7K

% of Portfolio:0.0% ($49.7K/$137.8M)

921937835

BND|921937835

Shares:664

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$137.8M)

922908553

VNQ|922908553

Shares:538

Value:$48.7K

% of Portfolio:0.0% ($48.7K/$137.8M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:100

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$137.8M)

Camping World Holdings, Inc.

CWH|13462K109

Shares:3.0K

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$137.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:311

Value:$47.8K

% of Portfolio:0.0% ($47.8K/$137.8M)

464287804

IJR|464287804

Shares:440

Value:$46.0K

% of Portfolio:0.0% ($46.0K/$137.8M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:121

Value:$44.4K

% of Portfolio:0.0% ($44.4K/$137.8M)

MCDONALDS CORP

MCD|580135101

Shares:141

Value:$44.0K

% of Portfolio:0.0% ($44.0K/$137.8M)

92647N832

Shares:625

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$137.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33735J101)✕	714	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$54.8K	0.0% ($54.8K/$137.8M)	QoQ +0.34% (+$186) YoY-
(cusip14020G101)✕	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$54.7K	0.0% ($54.7K/$137.8M)	QoQ NEW(+$54.7K) YoY-
(GDXcusip92189F106)	1.2K	QoQ -2.54% (-31) YoY-	All Managers (Combined)	$54.5K	0.0% ($54.5K/$137.8M)	QoQ +32.11% (-$13.2K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	110	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$54.5K	0.0% ($54.5K/$137.8M)	QoQ -5.11% (-$2.9K) YoY-
(cusip33737M102)✕	721	QoQ -9.19% (-73) YoY-	All Managers (Combined)	$54.0K	0.0% ($54.0K/$137.8M)	QoQ -15.00% (-$9.5K) YoY-
(cusip72201R585)✕	2.0K	QoQ -79.36% (-7.7K) YoY-	All Managers (Combined)	$52.7K	0.0% ($52.7K/$137.8M)	QoQ -79.02% (-$198.6K) YoY-
(cusip464287101)✕	193	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$52.3K	0.0% ($52.3K/$137.8M)	QoQ -6.23% (-$3.5K) YoY-
(cusip33734Y109)✕	574	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$51.7K	0.0% ($51.7K/$137.8M)	QoQ -10.85% (-$6.3K) YoY-
(cusip33735K108)✕	392	QoQ -9.88% (-43) YoY-	All Managers (Combined)	$51.5K	0.0% ($51.5K/$137.8M)	QoQ -14.35% (-$8.6K) YoY-
(cusip74933W478)✕	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$50.2K	0.0% ($50.2K/$137.8M)	QoQ +0.28% (+$145) YoY-
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	176	QoQ NEW(+176) YoY-	All Managers (Combined)	$49.7K	0.0% ($49.7K/$137.8M)	QoQ NEW(+$49.7K) YoY-
(BNDcusip921937835)	664	QoQ +0.15% (+1) YoY-	All Managers (Combined)	$48.8K	0.0% ($48.8K/$137.8M)	QoQ +2.21% (+$1.1K) YoY-
(VNQcusip922908553)	538	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$48.7K	0.0% ($48.7K/$137.8M)	QoQ +1.64% (+$786) YoY-
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$48.5K	0.0% ($48.5K/$137.8M)	QoQ +20.39% (+$8.2K) YoY-
Camping World Holdings, Inc.(CWHcusip13462K109)	3.0K	QoQ +0.36% (-11) YoY-	All Managers (Combined)	$48.5K	0.0% ($48.5K/$137.8M)	QoQ -23.06% (-$14.5K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	311	QoQ -4.60% (-15) YoY-	All Managers (Combined)	$47.8K	0.0% ($47.8K/$137.8M)	QoQ -4.60% (-$2.3K) YoY-
(IJRcusip464287804)	440	QoQ -8.14% (-39) YoY-	All Managers (Combined)	$46.0K	0.0% ($46.0K/$137.8M)	QoQ -16.64% (-$9.2K) YoY-
Ulta Beauty, Inc.(ULTAcusip90384S303)	121	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$44.4K	0.0% ($44.4K/$137.8M)	QoQ -15.72% (-$8.3K) YoY-
MCDONALDS CORP(MCDcusip580135101)	141	QoQ +0.71% (+1) YoY-	All Managers (Combined)	$44.0K	0.0% ($44.0K/$137.8M)	QoQ +7.99% (+$3.3K) YoY-
(cusip92647N832)✕	625	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$43.4K	0.0% ($43.4K/$137.8M)	QoQ -6.09% (-$2.8K) YoY-