The Analysis of MRWM Advisors, LLC's Holdings


Currently, MRWM Advisors, LLC holds 74 types of securities in its portfolio with a total value $175.7M. In the most recent quarter, they have increased their positions in SCHG (+43.5K shares, valued at $1.4M), IVV (+1.8K shares, valued at $1.2M), VTI (+3.7K shares, valued at $1.2M); decreased their positions in VBIL (-8.2K shares, valued at $617.1K), AVGO (-1.2K shares, valued at $405.1K), USFR (-7.9K shares, valued at $397.4K); initiated new positions in SCHW (+5.9K shares, valued at $561.3K), FOXA (+3.8K shares, valued at $239.2K), CVX (+1.3K shares, valued at $209.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS78.3K shares4.89%2025-09-302025-10-28history
IVV ISHARES TR22.2K shares9.03%2025-09-302025-10-28history
SGOL ETFS GOLD TR355.6K shares4.27%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR15.2K shares-0.92%2025-09-302025-10-28history
VXUS VANGUARD STAR FDS130.2K shares11.48%2025-09-302025-10-28history
SCHD SCHWAB STRATEGIC TR290.5K shares16.75%2025-09-302025-10-28history
CGGR CAPITAL GROUP GROWTH ETF161.7K shares9.36%2025-09-302025-10-28history
SCHG SCHWAB STRATEGIC TR210.1K shares26.09%2025-09-302025-10-28history
Sponsored
USFR WISDOMTREE TR131.9K shares-5.66%2025-09-302025-10-28history
VBIL VANGUARD INSTL INDEX FD84.5K shares-8.81%2025-09-302025-10-28history
AAPL APPLE INC23.6K shares-1.50%2025-09-302025-10-28history
TIP ISHARES TR42.3K shares-1.26%2025-09-302025-10-28history
BIL SPDR SERIES TRUST44.1K shares-3.10%2025-09-302025-10-28history
VGSH VANGUARD SCOTTSDALE FDS60.5K shares-1.88%2025-09-302025-10-28history
VTV VANGUARD INDEX FDS18.8K shares12.54%2025-09-302025-10-28history
NOBL PROSHARES TR25.1K shares-1.69%2025-09-302025-10-28history
Sponsored
TFLO ISHARES TR37.3K shares-4.54%2025-09-302025-10-28history
CGDV CAPITAL GROUP DIVIDEND VALUE40.9K shares-9.14%2025-09-302025-10-28history
HEFA ISHARES TR36.7K shares-1.44%2025-09-302025-10-28history
AVGO BROADCOM INC4.4K shares-21.94%2025-09-302025-10-28history
IBM INTERNATIONAL BUSINESS MACHS5.0K shares-1.98%2025-09-302025-10-28history
ABBV ABBVIE INC6.0K shares-2.04%2025-09-302025-10-28history
GOOGL ALPHABET INC5.3K shares-2.40%2025-09-302025-10-28history
XLK SELECT SECTOR SPDR TR4.4K shares-3.42%2025-09-302025-10-28history
Sponsored
HD HOME DEPOT INC3.0K shares-1.96%2025-09-302025-10-28history
KR KROGER CO17.7K shares-2.54%2025-09-302025-10-28history
ETN EATON CORP PLC3.1K shares-17.16%2025-09-302025-10-28history
V VISA INC3.4K shares-15.61%2025-09-302025-10-28history
CSCO CISCO SYS INC15.2K shares290.32%2025-09-302025-10-28history
LOW LOWES COS INC4.1K shares-4.04%2025-09-302025-10-28history
MCD MCDONALDS CORP3.4K shares-2.33%2025-09-302025-10-28history
MDT MEDTRONIC PLC10.4K shares-4.79%2025-09-302025-10-28history
Sponsored
QCOM QUALCOMM INC5.8K shares-4.90%2025-09-302025-10-28history
MSFT MICROSOFT CORP1.9K shares-1.23%2025-09-302025-10-28history
PG PROCTER AND GAMBLE CO6.2K shares-3.85%2025-09-302025-10-28history
XLF SELECT SECTOR SPDR TR17.4K shares0.65%2025-09-302025-10-28history
LMT LOCKHEED MARTIN CORP1.9K shares-6.55%2025-09-302025-10-28history
AMGN AMGEN INC3.2K shares-6.24%2025-09-302025-10-28history
LRCX LAM RESEARCH CORP6.5K shares-22.42%2025-09-302025-10-28history
IWD ISHARES TR4.0K shares0.00%2025-09-302025-10-28history
Sponsored
NTAP NETAPP INC6.7K shares-31.40%2025-09-302025-10-28history
SBUX STARBUCKS CORP9.3K shares-4.52%2025-09-302025-10-28history
MRK MERCK & CO INC9.2K shares-4.47%2025-09-302025-10-28history
BMY BRISTOL-MYERS SQUIBB CO17.0K shares-4.95%2025-09-302025-10-28history
GIS GENERAL MLS INC14.9K shares-4.30%2025-09-302025-10-28history
CMCSA COMCAST CORP NEW22.1K shares-4.25%2025-09-302025-10-28history
XOM EXXON MOBIL CORP6.1K shares-2.84%2025-09-302025-10-28history
AOA ISHARES TR7.4K shares-3.71%2025-09-302025-10-28history
Sponsored
NVDA NVIDIA CORPORATION3.4K shares0.33%2025-09-302025-10-28history
IJH ISHARES TR9.0K shares0.00%2025-09-302025-10-28history
CL COLGATE PALMOLIVE CO7.2K shares-3.67%2025-09-302025-10-28history
SCHW SCHWAB CHARLES CORP5.9K sharesnew addition2025-09-302025-10-28history
MDY SPDR S&P MIDCAP 400 ETF TR920 shares0.77%2025-09-302025-10-28history
XLC SELECT SECTOR SPDR TR4.3K shares0.00%2025-09-302025-10-28history
TSLA TESLA INC1.1K shares-0.26%2025-09-302025-10-28history
XLY SELECT SECTOR SPDR TR2.0K shares0.00%2025-09-302025-10-28history
Sponsored
CGUS CAPITAL GROUP CORE EQUITY ET12.0K shares-1.92%2025-09-302025-10-28history
AMZN AMAZON COM INC1.7K shares0.24%2025-09-302025-10-28history
RSP INVESCO EXCHANGE TRADED FD T1.9K shares0.86%2025-09-302025-10-28history
BND VANGUARD BD INDEX FDS4.3K shares17.56%2025-09-302025-10-28history
META META PLATFORMS INC410 shares6.49%2025-09-302025-10-28history
GLD SPDR GOLD TR847 shares0.00%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS445 shares0.00%2025-09-302025-10-28history
IJR ISHARES TR2.2K shares0.00%2025-09-302025-10-28history
Sponsored
FOXA FOX CORP3.8K sharesnew addition2025-09-302025-10-28history
VO VANGUARD INDEX FDS811 shares0.00%2025-09-302025-10-28history
AOR ISHARES TR3.6K shares0.00%2025-09-302025-10-28history
SPYM SPDR SERIES TRUST2.9K shares0.24%2025-09-302025-10-28history
VHT VANGUARD WORLD FD847 shares0.00%2025-09-302025-10-28history
IUSG ISHARES TR1.3K shares0.00%2025-09-302025-10-28history
GILD GILEAD SCIENCES INC2.0K shares9.19%2025-09-302025-10-28history
DVY ISHARES TR1.5K shares0.00%2025-09-302025-10-28history
Sponsored
CVX CHEVRON CORP NEW1.3K sharesnew addition2025-09-302025-10-28history
BIV VANGUARD BD INDEX FDS2.6K sharesnew addition2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available