Cypress Capital Advisors
Latest statistics and disclosures from MRWM Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GMMF, VTI, IVV, SGOL, VTV, and represent 46.57% of MRWM Advisors's stock portfolio.
- Added to shares of these 10 stocks: GMMF (+$43M), NOBL, UNP, TOL, VTI, STX, CGGR, SGOL, VTV, SPCX.
- Started 8 new stock positions in SPCX, GWW, TOL, GMMF, UNP, SPYM, STX, BIV.
- Reduced shares in these 10 stocks: LRCX, VBIL, CSCO, SGOV, NTAP, AVGO, QCOM, , BIL, .
- Sold out of its positions in COP, META.
- MRWM Advisors was a net buyer of stock by $46M.
- MRWM Advisors has $243M in assets under management (AUM), dropping by 31.91%.
- Central Index Key (CIK): 0001732949
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Portfolio Holdings for MRWM Advisors
MRWM Advisors holds 80 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Blackrock Etf Trust Ishares Govt Mon (GMMF) | 17.5 | $43M | NEW | 424k | 100.32 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 13.0 | $32M | 85k | 370.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.4 | $16M | 21k | 748.89 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 5.3 | $13M | +2% | 337k | 38.23 |
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| Vanguard Index Fds Value Etf (VTV) | 4.4 | $11M | +2% | 50k | 217.93 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.9 | $9.6M | 112k | 85.49 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 3.8 | $9.3M | +4% | 197k | 47.20 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.4 | $8.3M | +2% | 11k | 746.77 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 3.3 | $8.0M | -5% | 80k | 100.67 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.9 | $7.1M | 225k | 31.71 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.9 | $6.9M | +115% | 124k | 56.16 |
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| Apple (AAPL) | 2.6 | $6.2M | 22k | 289.36 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.5 | $6.2M | +2% | 182k | 33.84 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 2.4 | $5.8M | -7% | 76k | 75.68 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 2.3 | $5.7M | -3% | 62k | 91.64 |
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| Ishares Tr Tips Bd Etf (TIP) | 1.8 | $4.3M | -3% | 39k | 109.43 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $4.2M | +6% | 18k | 236.62 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.3 | $3.2M | -3% | 55k | 58.20 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.8 | $1.9M | 38k | 49.28 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.7 | $1.6M | -2% | 35k | 46.92 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $1.6M | -39% | 3.8k | 433.33 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.6 | $1.5M | -2% | 8.1k | 190.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.5M | -5% | 4.1k | 357.37 |
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| Abbvie (ABBV) | 0.6 | $1.4M | -5% | 5.6k | 251.64 |
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| International Business Machines (IBM) | 0.5 | $1.3M | -5% | 4.7k | 281.21 |
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| Cisco Systems (CSCO) | 0.5 | $1.3M | -25% | 11k | 117.46 |
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| Broadcom (AVGO) | 0.5 | $1.3M | -20% | 3.4k | 377.75 |
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| Ishares Msci Emrg Chn (EMXC) | 0.5 | $1.3M | -3% | 12k | 102.30 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.2M | -5% | 2.9k | 426.12 |
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| Visa Com Cl A (V) | 0.4 | $1.1M | -4% | 3.2k | 343.09 |
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| Merck & Co (MRK) | 0.4 | $1.1M | -5% | 8.4k | 128.50 |
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| Amgen (AMGN) | 0.4 | $1.1M | -5% | 3.0k | 362.12 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $979k | 4.0k | 242.43 |
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| Union Pacific Corporation (UNP) | 0.4 | $968k | NEW | 3.6k | 272.00 |
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| Home Depot (HD) | 0.4 | $956k | -4% | 2.7k | 352.68 |
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| Kroger (KR) | 0.4 | $923k | -5% | 17k | 55.53 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $892k | -2% | 17k | 53.61 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $867k | -5% | 1.7k | 509.46 |
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| Bristol Myers Squibb (BMY) | 0.4 | $857k | -3% | 15k | 57.62 |
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| McDonald's Corporation (MCD) | 0.3 | $840k | -5% | 3.1k | 270.31 |
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| Starbucks Corporation (SBUX) | 0.3 | $839k | -5% | 8.2k | 102.19 |
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| Lowe's Companies (LOW) | 0.3 | $836k | -5% | 3.8k | 220.49 |
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| Procter & Gamble Company (PG) | 0.3 | $829k | -6% | 5.7k | 146.64 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $807k | -2% | 8.7k | 92.27 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $777k | +3% | 1.1k | 703.34 |
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| Medtronic SHS (MDT) | 0.3 | $750k | -6% | 9.6k | 78.23 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $722k | -5% | 5.3k | 136.72 |
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| Qualcomm (QCOM) | 0.3 | $712k | -30% | 3.9k | 184.79 |
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| NetApp (NTAP) | 0.3 | $696k | -33% | 4.5k | 154.76 |
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| Ishares Tr Core 80 20 Etf (AOA) | 0.3 | $671k | 6.9k | 97.60 |
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| Microsoft Corporation (MSFT) | 0.3 | $669k | -4% | 1.8k | 373.02 |
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| Colgate-Palmolive Company (CL) | 0.3 | $626k | -2% | 6.8k | 91.68 |
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| Toll Brothers (TOL) | 0.2 | $579k | NEW | 3.5k | 164.75 |
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| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.2 | $512k | -9% | 12k | 44.48 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $491k | NEW | 509.00 | 965.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $483k | +3% | 2.3k | 212.77 |
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| General Mills (GIS) | 0.2 | $474k | -3% | 14k | 34.80 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $470k | -2% | 19k | 24.55 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.2 | $465k | -2% | 4.0k | 117.28 |
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| Tesla Motors (TSLA) | 0.2 | $453k | -5% | 1.1k | 420.60 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.2 | $453k | -2% | 4.2k | 107.13 |
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| Twist Bioscience Corp (TWST) | 0.2 | $446k | 4.3k | 102.88 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $403k | -4% | 8.0k | 50.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $392k | -5% | 5.1k | 77.11 |
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| NVIDIA Corporation (NVDA) | 0.1 | $362k | 1.8k | 200.12 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $361k | 4.9k | 73.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $305k | 827.00 | 368.38 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $261k | +300% | 3.2k | 80.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $257k | -5% | 374.00 | 686.81 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $253k | 847.00 | 299.01 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $253k | NEW | 1.5k | 170.86 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $253k | 3.6k | 69.50 |
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| Gilead Sciences (GILD) | 0.1 | $251k | 2.0k | 126.34 |
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| Suncor Energy (SU) | 0.1 | $249k | 4.6k | 53.68 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $240k | 1.5k | 156.30 |
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| W.W. Grainger (GWW) | 0.1 | $226k | NEW | 166.00 | 1360.40 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $221k | NEW | 2.9k | 76.70 |
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| Chevron Corporation (CVX) | 0.1 | $209k | 1.3k | 165.76 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $201k | NEW | 2.3k | 87.88 |
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| Fox Corp Cl A Com (FOXA) | 0.1 | $201k | 3.9k | 52.16 |
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Past Filings by MRWM Advisors
SEC 13F filings are viewable for MRWM Advisors going back to 2024
- MRWM Advisors 2026 Q2 filed July 29, 2026
- MRWM Advisors 2026 Q1 filed April 21, 2026
- 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