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 39.63% of MRWM Advisors's stock portfolio.
- Added to shares of these 10 stocks: NOBL (+$5.2M), VIG, VTV, BIL, VTI, SGOV, CGGR, XLK, VBIL, SCHW.
- Started 4 new stock positions in SGOV, SU, GOOG, VIG.
- Reduced shares in these 10 stocks: SCHD, VXUS, IVV, SCHG, VGSH, SGOL, BMY, SBUX, CMCSA, GIS.
- Sold out of its positions in IUSG, BIV.
- MRWM Advisors was a net buyer of stock by $6.9M.
- MRWM Advisors has $186M in assets under management (AUM), dropping by 6.08%.
- Central Index Key (CIK): 0001732949
Tip: Access up to 7 years of quarterly data
Positions held by Cypress Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for MRWM Advisors
MRWM Advisors holds 76 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 14.8 | $28M | +4% | 82k | 335.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.6 | $14M | -7% | 21k | 684.94 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 7.5 | $14M | -4% | 340k | 41.08 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.4 | $10M | -2% | 15k | 681.92 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.4 | $8.1M | -17% | 108k | 75.44 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 4.3 | $8.0M | +11% | 180k | 44.47 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 4.2 | $7.8M | +197% | 75k | 104.07 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 3.7 | $6.9M | +7% | 91k | 75.43 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.6 | $6.6M | 132k | 50.32 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 3.5 | $6.4M | +79% | 34k | 190.99 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.3 | $6.1M | -23% | 221k | 27.43 |
|
| Apple (AAPL) | 3.2 | $6.0M | -6% | 22k | 271.86 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.1 | $5.8M | -14% | 179k | 32.62 |
|
| Spdr Series Trust State Street Spd (BIL) | 3.0 | $5.5M | +36% | 60k | 91.38 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.5 | $4.7M | 43k | 109.91 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $3.2M | NEW | 14k | 219.78 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.5 | $2.8M | -21% | 47k | 58.73 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.0 | $1.9M | 37k | 50.46 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.9 | $1.8M | 40k | 43.64 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.8 | $1.5M | 37k | 41.36 |
|
|
| Broadcom (AVGO) | 0.8 | $1.5M | 4.3k | 346.10 |
|
|
| International Business Machines (IBM) | 0.8 | $1.5M | 5.0k | 296.21 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.4M | -13% | 4.6k | 313.00 |
|
| Abbvie (ABBV) | 0.7 | $1.4M | 6.0k | 228.49 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $1.3M | +100% | 8.9k | 143.97 |
|
| Visa Com Cl A (V) | 0.6 | $1.2M | 3.4k | 350.71 |
|
|
| Cisco Systems (CSCO) | 0.6 | $1.2M | 15k | 77.03 |
|
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.1M | 6.5k | 171.18 |
|
|
| Kroger (KR) | 0.6 | $1.1M | 18k | 62.48 |
|
|
| Amgen (AMGN) | 0.6 | $1.0M | 3.2k | 327.31 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $1.0M | 3.3k | 305.63 |
|
|
| Home Depot (HD) | 0.5 | $1.0M | -2% | 2.9k | 344.06 |
|
| Medtronic SHS (MDT) | 0.5 | $994k | 10k | 96.06 |
|
|
| Qualcomm (QCOM) | 0.5 | $988k | 5.8k | 171.05 |
|
|
| Eaton Corp SHS (ETN) | 0.5 | $985k | 3.1k | 318.51 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $951k | 17k | 54.77 |
|
|
| Lowe's Companies (LOW) | 0.5 | $945k | -4% | 3.9k | 241.16 |
|
| Microsoft Corporation (MSFT) | 0.5 | $923k | +3% | 1.9k | 483.62 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $912k | +55% | 9.1k | 99.91 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $889k | 1.8k | 483.67 |
|
|
| Merck & Co (MRK) | 0.5 | $877k | -9% | 8.3k | 105.26 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $837k | 4.0k | 210.34 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $822k | -7% | 5.7k | 143.31 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $819k | NEW | 8.2k | 100.38 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $735k | 6.1k | 120.34 |
|
|
| NetApp (NTAP) | 0.4 | $715k | 6.7k | 107.09 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $617k | -6% | 6.9k | 89.56 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $614k | 3.3k | 186.51 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $594k | 9.0k | 66.00 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $530k | -4% | 878.00 | 603.28 |
|
| Tesla Motors (TSLA) | 0.3 | $521k | 1.2k | 449.72 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $510k | 4.3k | 117.72 |
|
|
| Amazon (AMZN) | 0.3 | $507k | +32% | 2.2k | 230.82 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $486k | +100% | 4.1k | 119.41 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $485k | 12k | 40.23 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $379k | +5% | 2.0k | 191.56 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $371k | -59% | 6.9k | 53.94 |
|
| Starbucks Corporation (SBUX) | 0.2 | $353k | -55% | 4.2k | 84.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $336k | 847.00 | 396.31 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $318k | 4.3k | 74.07 |
|
|
| General Mills (GIS) | 0.2 | $293k | -57% | 6.3k | 46.50 |
|
| Fox Corp Cl A Com (FOXA) | 0.2 | $281k | 3.8k | 73.07 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $279k | 445.00 | 627.13 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $261k | 2.2k | 120.18 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $256k | -61% | 8.6k | 29.89 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $244k | 847.00 | 287.85 |
|
|
| Gilead Sciences (GILD) | 0.1 | $244k | 2.0k | 122.74 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $241k | -57% | 3.0k | 79.02 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $236k | 3.6k | 65.01 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $235k | 811.00 | 290.22 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $231k | 2.9k | 80.22 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $219k | -19% | 331.00 | 660.09 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $217k | 1.5k | 141.14 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $212k | NEW | 676.00 | 313.80 |
|
| Chevron Corporation (CVX) | 0.1 | $206k | 1.3k | 152.41 |
|
|
| Suncor Energy (SU) | 0.1 | $205k | NEW | 4.6k | 44.36 |
|
Past Filings by MRWM Advisors
SEC 13F filings are viewable for MRWM Advisors going back to 2024
- MRWM Advisors 2025 Q4 filed Jan. 26, 2026
- 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