Cypress Capital Advisors

MRWM Advisors as of Dec. 31, 2025

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 82k 335.27
Ishares Tr Core S&p500 Etf (IVV) 7.6 $14M 21k 684.94
Etfs Gold Tr Physcl Gold Shs (SGOL) 7.5 $14M 340k 41.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $10M 15k 681.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.4 $8.1M 108k 75.44
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.3 $8.0M 180k 44.47
Proshares Tr S&p 500 Dv Arist (NOBL) 4.2 $7.8M 75k 104.07
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 3.7 $6.9M 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 34k 190.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $6.1M 221k 27.43
Apple (AAPL) 3.2 $6.0M 22k 271.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.1 $5.8M 179k 32.62
Spdr Series Trust State Street Spd (BIL) 3.0 $5.5M 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 14k 219.78
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $2.8M 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 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 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 2.9k 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 3.9k 241.16
Microsoft Corporation (MSFT) 0.5 $923k 1.9k 483.62
Charles Schwab Corporation (SCHW) 0.5 $912k 9.1k 99.91
Lockheed Martin Corporation (LMT) 0.5 $889k 1.8k 483.67
Merck & Co (MRK) 0.5 $877k 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 5.7k 143.31
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $819k 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 6.9k 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 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 2.2k 230.82
Select Sector Spdr Tr State Street Con (XLY) 0.3 $486k 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 2.0k 191.56
Bristol Myers Squibb (BMY) 0.2 $371k 6.9k 53.94
Starbucks Corporation (SBUX) 0.2 $353k 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 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 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 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 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 676.00 313.80
Chevron Corporation (CVX) 0.1 $206k 1.3k 152.41
Suncor Energy (SU) 0.1 $205k 4.6k 44.36