The Analysis of MRWM Advisors, LLC's Holdings
Currently, MRWM Advisors, LLC holds 76 types of securities in its portfolio with a total value $186.3M. In the most recent quarter, they have increased their positions in NOBL (+49.6K shares, valued at $5.2M), VIG (+14.4K shares, valued at $3.2M), VTV (+14.9K shares, valued at $2.8M); decreased their positions in SCHD (-69.2K shares, valued at $1.9M), VXUS (-22.7K shares, valued at $1.7M), IVV (-1.7K shares, valued at $1.2M); initiated new positions in VIG (+14.4K shares, valued at $3.2M), SGOV (+8.2K shares, valued at $818.7K), N/A (+676 shares, valued at $212.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS82.2K shares4.99%2025-12-312026-01-26
IVV ISHARES TR20.6K shares-7.56%2025-12-312026-01-26 ETFS GOLD TR ETFS GOLD TR340.3K shares-4.29%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR14.8K shares-2.07%2025-12-312026-01-26 VXUS VANGUARD STAR FDS107.5K shares-17.47%2025-12-312026-01-26 CGGR CAPITAL GROUP GROWTH ETF179.9K shares11.23%2025-12-312026-01-26 NOBL PROSHARES TR74.7K shares197.68%2025-12-312026-01-26 VBIL VANGUARD INSTL INDEX FD91.1K shares7.86%2025-12-312026-01-26 USFR WISDOMTREE TR131.8K shares-0.06%2025-12-312026-01-26 VTV VANGUARD INDEX FDS33.7K shares79.03%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR221.3K shares-23.81%2025-12-312026-01-26 AAPL APPLE INC22.1K shares-6.24%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR178.8K shares-14.87%2025-12-312026-01-26 BIL SPDR SERIES TRUST60.2K shares36.47%2025-12-312026-01-26 TIP ISHARES TR42.6K shares0.58%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS14.4K sharesnew addition2025-12-312026-01-26 VGSH VANGUARD SCOTTSDALE FDS47.4K shares-21.72%2025-12-312026-01-26 TFLO ISHARES TR37.4K shares0.35%2025-12-312026-01-26 CGDV CAPITAL GROUP DIVIDEND VALUE40.1K shares-1.83%2025-12-312026-01-26 HEFA ISHARES TR37.0K shares0.71%2025-12-312026-01-26 BROADCOM INC BROADCOM INC4.3K shares-0.62%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS5.0K shares-0.28%2025-12-312026-01-26 ALPHABET INC ALPHABET INC4.6K shares-13.03%2025-12-312026-01-26 ABBV ABBVIE INC6.0K shares-0.57%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR8.9K shares100.00%2025-12-312026-01-26 V VISA INC3.4K shares0.45%2025-12-312026-01-26 CSCO CISCO SYS INC15.2K shares-0.32%2025-12-312026-01-26 KR KROGER CO17.6K shares-0.29%2025-12-312026-01-26 AMGN AMGEN INC3.2K shares-0.75%2025-12-312026-01-26 MCD MCDONALDS CORP3.3K shares-0.83%2025-12-312026-01-26 HD HOME DEPOT INC2.9K shares-2.40%2025-12-312026-01-26 MEDTRONIC PLC MEDTRONIC PLC10.3K shares-0.31%2025-12-312026-01-26 QCOM QUALCOMM INC5.8K shares-0.62%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR17.4K shares0.00%2025-12-312026-01-26 LOW LOWES COS INC3.9K shares-4.60%2025-12-312026-01-26 MSFT MICROSOFT CORP1.9K shares3.19%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP9.1K shares55.21%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP1.8K shares-0.97%2025-12-312026-01-26 IWD ISHARES TR4.0K shares0.00%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO5.7K shares-7.78%2025-12-312026-01-26 SGOV ISHARES TR8.2K sharesnew addition2025-12-312026-01-26 XOM EXXON MOBIL CORP6.1K shares0.15%2025-12-312026-01-26 NTAP NETAPP INC6.7K shares-1.10%2025-12-312026-01-26 AOA ISHARES TR6.9K shares-6.36%2025-12-312026-01-26 NVDA NVIDIA CORPORATION3.3K shares-1.99%2025-12-312026-01-26 IJH ISHARES TR9.0K shares0.00%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR878 shares-4.57%2025-12-312026-01-26 TSLA TESLA INC1.2K shares1.49%2025-12-312026-01-26 XLC SELECT SECTOR SPDR TR4.3K shares0.00%2025-12-312026-01-26 AMZN AMAZON COM INC2.2K shares32.17%2025-12-312026-01-26 XLY SELECT SECTOR SPDR TR4.1K shares100.00%2025-12-312026-01-26 CGUS CAPITAL GROUP CORE EQUITY ET12.1K shares0.12%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO6.9K shares-59.52%2025-12-312026-01-26 SBUX STARBUCKS CORP4.2K shares-55.07%2025-12-312026-01-26 GLD SPDR GOLD TR847 shares0.00%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS4.3K shares-0.95%2025-12-312026-01-26 GIS GENERAL MLS INC6.3K shares-57.81%2025-12-312026-01-26 FOXA FOX CORP3.8K shares1.24%2025-12-312026-01-26 IJR ISHARES TR2.2K shares0.00%2025-12-312026-01-26 CMCSA COMCAST CORP NEW8.6K shares-61.18%2025-12-312026-01-26 VHT VANGUARD WORLD FD847 shares0.00%2025-12-312026-01-26 GILD GILEAD SCIENCES INC2.0K shares0.61%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO3.0K shares-57.63%2025-12-312026-01-26 AOR ISHARES TR3.6K shares-0.14%2025-12-312026-01-26 VO VANGUARD INDEX FDS811 shares0.00%2025-12-312026-01-26 SPYM SPDR SERIES TRUST2.9K shares0.35%2025-12-312026-01-26 META META PLATFORMS INC331 shares-19.27%2025-12-312026-01-26 DVY ISHARES TR1.5K shares0.00%2025-12-312026-01-26 ALPHABET INC ALPHABET INC676 sharesnew addition2025-12-312026-01-26 CVX CHEVRON CORP NEW1.3K shares0.22%2025-12-312026-01-26 SU SUNCOR ENERGY INC NEW4.6K sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available