Cypress Capital Advisors

MRWM Advisors as of Sept. 30, 2025

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 78k 328.17
Ishares Tr Core S&p500 Etf (IVV) 8.5 $15M 22k 669.30
Etfs Gold Tr Physcl Gold Shs (SGOL) 7.5 $13M 356k 36.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $10M 15k 666.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.4 $9.6M 130k 73.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.5 $7.9M 291k 27.30
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.0 $7.1M 162k 43.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.8 $6.7M 210k 31.91
Wisdomtree Tr Floatng Rat Trea (USFR) 3.8 $6.6M 132k 50.27
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 3.6 $6.4M 85k 75.61
Apple (AAPL) 3.4 $6.0M 24k 254.63
Ishares Tr Tips Bd Etf (TIP) 2.7 $4.7M 42k 111.22
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.3 $4.0M 44k 91.75
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.0 $3.6M 61k 58.85
Vanguard Index Fds Value Etf (VTV) 2.0 $3.5M 19k 186.49
Proshares Tr S&p 500 Dv Arist (NOBL) 1.5 $2.6M 25k 103.07
Ishares Tr TRS FLT RT BD (TFLO) 1.1 $1.9M 37k 50.59
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.0 $1.7M 41k 42.03
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $1.5M 37k 39.61
Broadcom (AVGO) 0.8 $1.4M 4.4k 329.91
International Business Machines (IBM) 0.8 $1.4M 5.0k 282.16
Abbvie (ABBV) 0.8 $1.4M 6.0k 231.54
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.3M 5.3k 243.10
Select Sector Spdr Tr Technology (XLK) 0.7 $1.2M 4.4k 281.86
Home Depot (HD) 0.7 $1.2M 3.0k 405.15
Kroger (KR) 0.7 $1.2M 18k 67.41
Eaton Corp SHS (ETN) 0.7 $1.2M 3.1k 374.25
Visa Com Cl A (V) 0.7 $1.1M 3.4k 341.38
Cisco Systems (CSCO) 0.6 $1.0M 15k 68.42
Lowe's Companies (LOW) 0.6 $1.0M 4.1k 251.31
McDonald's Corporation (MCD) 0.6 $1.0M 3.4k 303.89
Medtronic SHS (MDT) 0.6 $988k 10k 95.24
Qualcomm (QCOM) 0.6 $966k 5.8k 166.36
Microsoft Corporation (MSFT) 0.5 $958k 1.9k 517.95
Procter & Gamble Company (PG) 0.5 $956k 6.2k 153.65
Select Sector Spdr Tr Financial (XLF) 0.5 $936k 17k 53.87
Lockheed Martin Corporation (LMT) 0.5 $927k 1.9k 499.21
Amgen (AMGN) 0.5 $904k 3.2k 282.20
Lam Research Corp Com New (LRCX) 0.5 $871k 6.5k 133.90
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $810k 4.0k 203.59
NetApp (NTAP) 0.5 $799k 6.7k 118.46
Starbucks Corporation (SBUX) 0.4 $789k 9.3k 84.60
Merck & Co (MRK) 0.4 $770k 9.2k 83.93
Bristol Myers Squibb (BMY) 0.4 $767k 17k 45.10
General Mills (GIS) 0.4 $752k 15k 50.42
Comcast Corp Cl A (CMCSA) 0.4 $693k 22k 31.42
Exxon Mobil Corporation (XOM) 0.4 $687k 6.1k 112.75
Ishares Tr Core 80/20 Aggre (AOA) 0.4 $648k 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 7.2k 79.94
Charles Schwab Corporation (SCHW) 0.3 $561k 5.9k 95.47
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $548k 920.00 596.03
Select Sector Spdr Tr Communication (XLC) 0.3 $513k 4.3k 118.37
Tesla Motors (TSLA) 0.3 $508k 1.1k 444.72
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $488k 2.0k 239.64
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $476k 12k 39.54
Amazon (AMZN) 0.2 $365k 1.7k 219.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $355k 1.9k 189.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $323k 4.3k 74.37
Meta Platforms Cl A (META) 0.2 $301k 410.00 734.38
Spdr Gold Tr Gold Shs (GLD) 0.2 $301k 847.00 355.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $273k 445.00 612.38
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $258k 2.2k 118.83
Fox Corp Cl A Com (FOXA) 0.1 $239k 3.8k 63.06
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $238k 811.00 293.74
Ishares Tr Core 60/40 Balan (AOR) 0.1 $234k 3.6k 64.38
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $225k 2.9k 78.34
Vanguard World Health Car Etf (VHT) 0.1 $220k 847.00 259.60
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $219k 1.3k 164.54
Gilead Sciences (GILD) 0.1 $219k 2.0k 111.00
Ishares Tr Select Divid Etf (DVY) 0.1 $218k 1.5k 142.10
Chevron Corporation (CVX) 0.1 $209k 1.3k 155.29
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $206k 2.6k 78.09