Sponsored

The Analysis of MRWM Advisors, LLC's Holdings & P&L

Currently, MRWM Advisors, LLC holds 80 types of securities in its portfolio with a total value $243.3M. In the most recent quarter, they have increased their positions in GMMF (+424.3K shares, valued at $42.6M), NOBL (+66.1K shares, valued at $3.7M), UNP (+3.6K shares, valued at $967.5K); decreased their positions in LRCX (-2.5K shares, valued at $1.1M), VBIL (-6.1K shares, valued at $458.5K), N/A (-3.8K shares, valued at $447.4K); initiated new positions in GMMF (+424.3K shares, valued at $42.6M), UNP (+3.6K shares, valued at $967.5K), TOL (+3.5K shares, valued at $578.8K).

1M P&L

+3.8M+2.31%

3M P&L

-2.4M-1.42%

HY P&L

-177.0K-0.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A138.1M

82.6%

2Consumer Electronics6.2M

3.7%

3Drug Manufacturers - General3.3M

2.0%

Top Industries by Stock Count

1N/A35 stocks

53.0%

2Drug Manufacturers - General4 stocks

6.1%

3Household & Personal Products2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GMMF BLACKROCK ETF TRUST424.3K sharesnew addition2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS85.2K shares1.71%2026-06-302026-07-29

ISHARES TR ISHARES TR20.8K shares0.89%2026-06-302026-07-29

ETFS GOLD TR ETFS GOLD TR337.1K shares2.68%2026-06-302026-07-29

VTV VANGUARD INDEX FDS49.5K shares2.97%2026-06-302026-07-29

VXUS VANGUARD STAR FDS112.4K shares2.00%2026-06-302026-07-29

CGGR CAPITAL GROUP GROWTH ETF196.7K shares4.06%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T11.1K shares2.38%2026-06-302026-07-29

Sponsored

SGOV ISHARES TR79.8K shares-5.25%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR224.5K shares1.69%2026-06-302026-07-29

NOBL PROSHARES TR123.6K shares115.01%2026-06-302026-07-29

AAPL APPLE INC21.6K shares-0.81%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR181.9K shares2.07%2026-06-302026-07-29

VBIL VANGUARD INSTL INDEX FD76.4K shares-7.34%2026-06-302026-07-29

BIL SPDR SERIES TRUST62.1K shares-3.63%2026-06-302026-07-29

TIP ISHARES TR39.0K shares-3.44%2026-06-302026-07-29

Sponsored

VIG VANGUARD SPECIALIZED FUNDS17.6K shares6.26%2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS55.3K shares-3.45%2026-06-302026-07-29

CGDV CAPITAL GROUP DIVIDEND VALUE38.3K shares-0.35%2026-06-302026-07-29

HEFA ISHARES TR35.0K shares-2.27%2026-06-302026-07-29

LRCX LAM RESEARCH CORP3.8K shares-39.94%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR8.1K shares-2.46%2026-06-302026-07-29

GOOGL ALPHABET INC4.1K shares-5.55%2026-06-302026-07-29

ABBVIE INC ABBVIE INC5.6K shares-5.14%2026-06-302026-07-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS4.7K shares-5.42%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC11.2K shares-25.41%2026-06-302026-07-29

BROADCOM INC BROADCOM INC3.4K shares-20.10%2026-06-302026-07-29

EMXC ISHARES INC12.4K shares-3.02%2026-06-302026-07-29

ETN EATON CORP PLC2.9K shares-5.07%2026-06-302026-07-29

VISA INC VISA INC3.2K shares-4.80%2026-06-302026-07-29

MRK MERCK & CO INC8.4K shares-5.97%2026-06-302026-07-29

AMGN AMGEN INC3.0K shares-5.44%2026-06-302026-07-29

Sponsored

IWD ISHARES TR4.0K shares0.00%2026-06-302026-07-29

UNP UNION PAC CORP3.6K sharesnew addition2026-06-302026-07-29

HD HOME DEPOT INC2.7K shares-4.84%2026-06-302026-07-29

KR KROGER CO16.6K shares-5.03%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR16.6K shares-2.05%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP1.7K shares-5.81%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO14.9K shares-3.01%2026-06-302026-07-29

MCD MCDONALDS CORP3.1K shares-5.21%2026-06-302026-07-29

Sponsored

SBUX STARBUCKS CORP8.2K shares-5.81%2026-06-302026-07-29

LOW LOWES COS INC3.8K shares-5.13%2026-06-302026-07-29

PG PROCTER & GAMBLE CO5.7K shares-6.70%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP8.7K shares-2.97%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 401.1K shares3.37%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC9.6K shares-6.20%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP5.3K shares-5.28%2026-06-302026-07-29

QCOM QUALCOMM INC3.9K shares-30.47%2026-06-302026-07-29

Sponsored

NTAP NETAPP INC4.5K shares-33.81%2026-06-302026-07-29

AOA ISHARES TR6.9K shares0.04%2026-06-302026-07-29

MSFT MICROSOFT CORP1.8K shares-4.07%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO6.8K shares-2.47%2026-06-302026-07-29

TOL TOLL BROTHERS INC3.5K sharesnew addition2026-06-302026-07-29

CGUS CAPITAL GROUP CORE EQUITY ET11.5K shares-9.09%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL509 sharesnew addition2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T2.3K shares3.51%2026-06-302026-07-29

Sponsored

GIS GENERAL MILLS INC13.6K shares-3.19%2026-06-302026-07-29

CMCSA COMCAST CORP NEW19.1K shares-2.40%2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR4.0K shares-2.60%2026-06-302026-07-29

TSLA TESLA INC1.1K shares-5.53%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR4.2K shares-2.54%2026-06-302026-07-29

TWST TWIST BIOSCIENCE CORP4.3K shares0.00%2026-06-302026-07-29

USFR WISDOMTREE TR8.0K shares-4.74%2026-06-302026-07-29

IJH ISHARES TR5.1K shares-5.13%2026-06-302026-07-29

Sponsored

NVDA NVIDIA CORPORATION1.8K shares0.00%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS4.9K shares1.63%2026-06-302026-07-29

GLD SPDR GOLD TR827 shares0.00%2026-06-302026-07-29

VO VANGUARD INDEX FDS3.2K shares300.00%2026-06-302026-07-29

VOO VANGUARD INDEX FDS374 shares-5.32%2026-06-302026-07-29

VHT VANGUARD WORLD FD847 shares0.00%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.5K sharesnew addition2026-06-302026-07-29

AOR ISHARES TR3.6K shares0.00%2026-06-302026-07-29

Sponsored

GILD GILEAD SCIENCES INC2.0K shares0.20%2026-06-302026-07-29

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW4.6K shares0.17%2026-06-302026-07-29

DVY ISHARES TR1.5K shares0.00%2026-06-302026-07-29

GWW WW GRAINGER INC166 sharesnew addition2026-06-302026-07-29

BIV VANGUARD BD INDEX FDS2.9K sharesnew addition2026-06-302026-07-29

CVX CHEVRON CORPORATION1.3K shares0.16%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST2.3K sharesnew addition2026-06-302026-07-29

FOXA FOX CORP3.9K shares0.29%2026-06-302026-07-29

Sponsored

GMMF

BLACKROCK ETF TRUST

New

Shares424.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

1.71%

Shares85.2K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.89%

Shares20.8K

Event2026-06-30

Filed2026-07-29

ETFS GOLD TR

2.68%

Shares337.1K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

2.97%

Shares49.5K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

2.00%

Shares112.4K

Event2026-06-30

Filed2026-07-29

CGGR

CAPITAL GROUP GROWTH ETF

4.06%

Shares196.7K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

2.38%

Shares11.1K

Event2026-06-30

Filed2026-07-29

SGOV

ISHARES TR

-5.25%

Shares79.8K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

1.69%

Shares224.5K

Event2026-06-30

Filed2026-07-29

NOBL

PROSHARES TR

115.01%

Shares123.6K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-0.81%

Shares21.6K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

2.07%

Shares181.9K

Event2026-06-30

Filed2026-07-29

VBIL

VANGUARD INSTL INDEX FD

-7.34%

Shares76.4K

Event2026-06-30

Filed2026-07-29

BIL

SPDR SERIES TRUST

-3.63%

Shares62.1K

Event2026-06-30

Filed2026-07-29

TIP

ISHARES TR

-3.44%

Shares39.0K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

6.26%

Shares17.6K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

-3.45%

Shares55.3K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.35%

Shares38.3K

Event2026-06-30

Filed2026-07-29

HEFA

ISHARES TR

-2.27%

Shares35.0K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

-39.94%

Shares3.8K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-2.46%

Shares8.1K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-5.55%

Shares4.1K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-5.14%

Shares5.6K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-5.42%

Shares4.7K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-25.41%

Shares11.2K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-20.10%

Shares3.4K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

-3.02%

Shares12.4K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-5.07%

Shares2.9K

Event2026-06-30

Filed2026-07-29

VISA INC

-4.80%

Shares3.2K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-5.97%

Shares8.4K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-5.44%

Shares3.0K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-4.84%

Shares2.7K

Event2026-06-30

Filed2026-07-29

KROGER CO

-5.03%

Shares16.6K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

-2.05%

Shares16.6K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-5.81%

Shares1.7K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

-3.01%

Shares14.9K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-5.21%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-5.81%

Shares8.2K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-5.13%

Shares3.8K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-6.70%

Shares5.7K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

-2.97%

Shares8.7K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

3.37%

Shares1.1K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

-6.20%

Shares9.6K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-5.28%

Shares5.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

-30.47%

Shares3.9K

Event2026-06-30

Filed2026-07-29

NTAP

NETAPP INC

-33.81%

Shares4.5K

Event2026-06-30

Filed2026-07-29

AOA

ISHARES TR

0.04%

Shares6.9K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-4.07%

Shares1.8K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

-2.47%

Shares6.8K

Event2026-06-30

Filed2026-07-29

TOL

TOLL BROTHERS INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

CGUS

CAPITAL GROUP CORE EQUITY ET

-9.09%

Shares11.5K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares509

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

3.51%

Shares2.3K

Event2026-06-30

Filed2026-07-29

GIS

GENERAL MILLS INC

-3.19%

Shares13.6K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW

-2.40%

Shares19.1K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

-2.60%

Shares4.0K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-5.53%

Shares1.1K

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

-2.54%

Shares4.2K

Event2026-06-30

Filed2026-07-29

TWST

TWIST BIOSCIENCE CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

USFR

WISDOMTREE TR

-4.74%

Shares8.0K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-5.13%

Shares5.1K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

1.63%

Shares4.9K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

0.00%

Shares827

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

300.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

-5.32%

Shares374

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

0.00%

Shares847

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

AOR

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

0.20%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SUNCOR ENERGY INC NEW

0.17%

Shares4.6K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

New

Shares166

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD BD INDEX FDS

New

Shares2.9K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

FOXA

FOX CORP

0.29%

Shares3.9K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available