Cypress Capital Advisors
Latest statistics and disclosures from MRWM Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IVV, SGOL, SPY, VXUS, and represent 41.75% of MRWM Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHG, IVV, VTI, SCHD, VXUS, CSCO, CGGR, SCHW, SGOL, VTV.
- Started 4 new stock positions in BIV, SCHW, FOXA, CVX.
- Reduced shares in these 10 stocks: VBIL, LEN, AVGO, USFR, NTAP, LRCX, ETN, V, TWST, CGDV.
- Sold out of its positions in LEN, TWST.
- MRWM Advisors was a net buyer of stock by $4.9M.
- MRWM Advisors has $176M in assets under management (AUM), dropping by 9.89%.
- Central Index Key (CIK): 0001732949
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Portfolio Holdings for MRWM Advisors
MRWM Advisors holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 14.6 | $26M | +4% | 78k | 328.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.5 | $15M | +9% | 22k | 669.30 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 7.5 | $13M | +4% | 356k | 36.81 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.7 | $10M | 15k | 666.18 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.4 | $9.6M | +11% | 130k | 73.46 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.5 | $7.9M | +16% | 291k | 27.30 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 4.0 | $7.1M | +9% | 162k | 43.92 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.8 | $6.7M | +26% | 210k | 31.91 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.8 | $6.6M | -5% | 132k | 50.27 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 3.6 | $6.4M | -8% | 85k | 75.61 |
|
| Apple (AAPL) | 3.4 | $6.0M | 24k | 254.63 |
|
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| Ishares Tr Tips Bd Etf (TIP) | 2.7 | $4.7M | 42k | 111.22 |
|
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 2.3 | $4.0M | -3% | 44k | 91.75 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.0 | $3.6M | 61k | 58.85 |
|
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| Vanguard Index Fds Value Etf (VTV) | 2.0 | $3.5M | +12% | 19k | 186.49 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.5 | $2.6M | 25k | 103.07 |
|
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| Ishares Tr TRS FLT RT BD (TFLO) | 1.1 | $1.9M | -4% | 37k | 50.59 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.0 | $1.7M | -9% | 41k | 42.03 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.8 | $1.5M | 37k | 39.61 |
|
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| Broadcom (AVGO) | 0.8 | $1.4M | -21% | 4.4k | 329.91 |
|
| International Business Machines (IBM) | 0.8 | $1.4M | 5.0k | 282.16 |
|
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| Abbvie (ABBV) | 0.8 | $1.4M | -2% | 6.0k | 231.54 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.3M | -2% | 5.3k | 243.10 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $1.2M | -3% | 4.4k | 281.86 |
|
| Home Depot (HD) | 0.7 | $1.2M | 3.0k | 405.15 |
|
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| Kroger (KR) | 0.7 | $1.2M | -2% | 18k | 67.41 |
|
| Eaton Corp SHS (ETN) | 0.7 | $1.2M | -17% | 3.1k | 374.25 |
|
| Visa Com Cl A (V) | 0.7 | $1.1M | -15% | 3.4k | 341.38 |
|
| Cisco Systems (CSCO) | 0.6 | $1.0M | +290% | 15k | 68.42 |
|
| Lowe's Companies (LOW) | 0.6 | $1.0M | -4% | 4.1k | 251.31 |
|
| McDonald's Corporation (MCD) | 0.6 | $1.0M | -2% | 3.4k | 303.89 |
|
| Medtronic SHS (MDT) | 0.6 | $988k | -4% | 10k | 95.24 |
|
| Qualcomm (QCOM) | 0.6 | $966k | -4% | 5.8k | 166.36 |
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| Microsoft Corporation (MSFT) | 0.5 | $958k | 1.9k | 517.95 |
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| Procter & Gamble Company (PG) | 0.5 | $956k | -3% | 6.2k | 153.65 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $936k | 17k | 53.87 |
|
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| Lockheed Martin Corporation (LMT) | 0.5 | $927k | -6% | 1.9k | 499.21 |
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| Amgen (AMGN) | 0.5 | $904k | -6% | 3.2k | 282.20 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $871k | -22% | 6.5k | 133.90 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $810k | 4.0k | 203.59 |
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| NetApp (NTAP) | 0.5 | $799k | -31% | 6.7k | 118.46 |
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| Starbucks Corporation (SBUX) | 0.4 | $789k | -4% | 9.3k | 84.60 |
|
| Merck & Co (MRK) | 0.4 | $770k | -4% | 9.2k | 83.93 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $767k | -4% | 17k | 45.10 |
|
| General Mills (GIS) | 0.4 | $752k | -4% | 15k | 50.42 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $693k | -4% | 22k | 31.42 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $687k | -2% | 6.1k | 112.75 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.4 | $648k | -3% | 7.4k | 88.14 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $627k | 3.4k | 186.59 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $587k | 9.0k | 65.26 |
|
|
| Colgate-Palmolive Company (CL) | 0.3 | $575k | -3% | 7.2k | 79.94 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $561k | NEW | 5.9k | 95.47 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $548k | 920.00 | 596.03 |
|
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| Select Sector Spdr Tr Communication (XLC) | 0.3 | $513k | 4.3k | 118.37 |
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| Tesla Motors (TSLA) | 0.3 | $508k | 1.1k | 444.72 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $488k | 2.0k | 239.64 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $476k | 12k | 39.54 |
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| Amazon (AMZN) | 0.2 | $365k | 1.7k | 219.57 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $355k | 1.9k | 189.70 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $323k | +17% | 4.3k | 74.37 |
|
| Meta Platforms Cl A (META) | 0.2 | $301k | +6% | 410.00 | 734.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $301k | 847.00 | 355.47 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $273k | 445.00 | 612.38 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $258k | 2.2k | 118.83 |
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| Fox Corp Cl A Com (FOXA) | 0.1 | $239k | NEW | 3.8k | 63.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $238k | 811.00 | 293.74 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $234k | 3.6k | 64.38 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $225k | 2.9k | 78.34 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $220k | 847.00 | 259.60 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $219k | 1.3k | 164.54 |
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| Gilead Sciences (GILD) | 0.1 | $219k | +9% | 2.0k | 111.00 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $218k | 1.5k | 142.10 |
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| Chevron Corporation (CVX) | 0.1 | $209k | NEW | 1.3k | 155.29 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $206k | NEW | 2.6k | 78.09 |
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Past Filings by MRWM Advisors
SEC 13F filings are viewable for MRWM Advisors going back to 2024
- MRWM Advisors 2025 Q3 filed Oct. 28, 2025
- Cypress Capital Advisors 2025 Q2 filed Aug. 27, 2025
- Cypress Capital Advisors 2025 Q1 filed Aug. 27, 2025
- Cypress Capital Advisors 2024 Q4 filed Aug. 27, 2025