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Cypress Capital Advisors

Latest statistics and disclosures from MRWM Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SGOL, IVV, VTV, VXUS, and represent 39.51% of MRWM Advisors's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$7.7M), VTV, EMXC, VGSH, BMY, VTI, VIG, SBUX, BIL, CGGR.
Started 3 new stock positions in COP, TWST, EMXC.
Reduced shares in these 10 stocks: USFR (-$6.2M), SPY, TFLO, NOBL, VBIL, SGOL, AMZN, IJR, NVDA, TIP.
Sold out of its positions in GOOG, AMZN, IJR, TFLO, SPYM.
MRWM Advisors was a net buyer of stock by $195k.
MRWM Advisors has $184M in assets under management (AUM), dropping by -1.01%.
Central Index Key (CIK): 0001732949

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Positions held by Cypress Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MRWM Advisors

MRWM Advisors holds 74 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	14.6	$27M		84k	320.81	View chart
Aberdeen Physical Gold Shares Etf Physcl Gold Shs (SGOL)	7.9	$15M	-3%	328k	44.62	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	7.3	$13M		21k	653.21	View chart
Vanguard Value Etf Value Etf (VTV)	5.1	$9.4M	+42%	48k	196.20	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	4.6	$8.5M	+2%	110k	77.11	View chart
Ishares Tr 0-3 Mnth Treasry 0-3 Mnth Treasry (SGOV)	4.6	$8.5M	+932%	84k	100.66	View chart
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)	4.1	$7.6M	+5%	189k	40.19	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	3.8	$7.1M	-26%	11k	650.34	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	3.7	$6.8M		221k	30.68	View chart
Vanguard 0-3 Month Treasury Bill Etf 0-3 Mo Treas Bil (VBIL)	3.4	$6.2M	-9%	83k	75.65	View chart
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL)	3.3	$6.1M	-23%	58k	106.01	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL)	3.2	$5.9M	+7%	64k	91.64	View chart
Apple (AAPL)	3.0	$5.5M		22k	253.80	View chart
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	2.8	$5.2M		178k	29.13	View chart
Ishares Tr Tips Bd Etf Tips Bd Etf (TIP)	2.4	$4.5M	-5%	40k	110.36	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	1.9	$3.6M	+14%	17k	215.06	View chart
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)	1.8	$3.4M	+20%	57k	58.54	View chart
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)	0.9	$1.6M	-4%	39k	42.54	View chart
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA)	0.8	$1.5M	-3%	36k	42.49	View chart
Lam Research Corporation Com New (LRCX)	0.7	$1.3M	-3%	6.3k	213.66	View chart
Broadcom (AVGO)	0.7	$1.3M		4.3k	309.51	View chart
Abbvie (ABBV)	0.7	$1.3M		5.9k	217.49	View chart
Kroger (KR)	0.7	$1.3M		18k	72.36	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.7	$1.3M	-4%	4.4k	287.56	View chart
International Business Machines (IBM)	0.7	$1.2M		5.0k	242.39	View chart
Cisco Systems (CSCO)	0.6	$1.2M		15k	77.59	View chart
Amgen (AMGN)	0.6	$1.1M		3.1k	351.85	View chart
State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.6	$1.1M	-6%	8.3k	132.90	View chart
Eaton Corporation SHS (ETN)	0.6	$1.1M		3.1k	357.67	View chart
Lockheed Martin Corporation (LMT)	0.6	$1.1M		1.8k	604.39	View chart
Merck & Co (MRK)	0.6	$1.1M	+7%	9.0k	120.29	View chart
McDonald's Corporation (MCD)	0.6	$1.0M		3.3k	310.79	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.5	$1.0M		3.4k	302.24	View chart
Ishares Incorporated Msci Emrg Chn Msci Emrg Chn (EMXC)	0.5	$1.0M	NEW	13k	78.66	View chart
Exxon Mobil Corporation (XOM)	0.5	$945k	-8%	5.6k	169.66	View chart
Lowe's Companies (LOW)	0.5	$945k	+2%	4.0k	236.28	View chart
Home Depot (HD)	0.5	$937k	-2%	2.8k	328.89	View chart
Bristol Myers Squibb (BMY)	0.5	$930k	+122%	15k	60.65	View chart
Medtronic SHS (MDT)	0.5	$885k		10k	86.65	View chart
Procter & Gamble Company (PG)	0.5	$876k	+5%	6.1k	144.44	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.5	$863k		4.0k	213.67	View chart
Charles Schwab Corporation (SCHW)	0.5	$847k		9.0k	93.98	View chart
State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.5	$838k	-2%	17k	49.37	View chart
Starbucks Corporation (SBUX)	0.4	$781k	+108%	8.7k	89.59	View chart
Qualcomm (QCOM)	0.4	$714k	-3%	5.5k	128.78	View chart
NetApp (NTAP)	0.4	$696k		6.8k	102.39	View chart
Microsoft Corporation (MSFT)	0.4	$692k	-2%	1.9k	370.17	View chart
State Street Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)	0.4	$659k	+21%	1.1k	616.76	View chart
Ishares Tr Core 80/20 Aggre Core 80/20 Aggre (AOA)	0.3	$608k		6.9k	88.49	View chart
Colgate-Palmolive Company (CL)	0.3	$596k	+129%	7.0k	85.23	View chart
Comcast Corporation New Class A Cl A (CMCSA)	0.3	$563k	+128%	20k	28.71	View chart
General Mills (GIS)	0.3	$524k	+123%	14k	37.22	View chart
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)	0.3	$487k	+5%	13k	38.42	View chart
Spdr Communication Services Select Sector Fund State Street Com (XLC)	0.3	$481k		4.3k	110.86	View chart
State Street Consumer Discretionary Select Sector State Street Con (XLY)	0.2	$444k		4.1k	108.98	View chart
Tesla Motors (TSLA)	0.2	$424k		1.1k	371.75	View chart
The Wisdomtree Trust Fltg Rate Treasury Fund Floatng Rat Trea (USFR)	0.2	$423k	-93%	8.4k	50.34	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.2	$421k	+10%	2.2k	191.92	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.2	$362k	-40%	5.4k	67.53	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.2	$356k	+12%	4.8k	73.64	View chart
Spdr Gold Shares Gold Shs (GLD)	0.2	$356k	-2%	827.00	430.29	View chart
NVIDIA Corporation (NVDA)	0.2	$316k	-45%	1.8k	174.42	View chart
Suncor Energy (SU)	0.2	$306k		4.6k	66.11	View chart
Gilead Sciences (GILD)	0.1	$277k		2.0k	139.37	View chart
Chevron Corporation (CVX)	0.1	$261k	-6%	1.3k	206.90	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$236k	-11%	395.00	597.55	View chart
Ishares Tr Core 60/40 Balan Core 60/40 Balan (AOR)	0.1	$234k		3.6k	64.35	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.1	$233k		811.00	287.18	View chart
Ishares Tr Select Divid Etf Select Divid Etf (DVY)	0.1	$233k		1.5k	151.41	View chart
ConocoPhillips (COP)	0.1	$231k	NEW	1.8k	132.00	View chart
Vanguard Health Care Etf Health Car Etf (VHT)	0.1	$231k		847.00	272.33	View chart
Fox Corporation Class A Cl A Com (FOXA)	0.1	$224k		3.8k	58.40	View chart
Meta Platforms Incorporated Class A Cl A (META)	0.1	$212k	+12%	371.00	572.13	View chart
Twist Bioscience Corp (TWST)	0.1	$206k	NEW	4.3k	47.52	View chart

Past Filings by MRWM Advisors

SEC 13F filings are viewable for MRWM Advisors going back to 2024

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

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