Cypress Capital Advisors

MRWM Advisors as of March 31, 2026

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