Sponsored

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

Currently, MRWM Advisors, LLC holds 74 types of securities in its portfolio with a total value $184.4M. In the most recent quarter, they have increased their positions in SGOV (+76.1K shares, valued at $7.7M), VTV (+14.3K shares, valued at $2.8M), EMXC (+12.8K shares, valued at $1.0M); decreased their positions in USFR (-123.4K shares, valued at $6.2M), SPY (-4.0K shares, valued at $2.6M), NOBL (-17.2K shares, valued at $1.8M); initiated new positions in EMXC (+12.8K shares, valued at $1.0M), COP (+1.8K shares, valued at $231.1K), TWST (+4.3K shares, valued at $206.2K).

1M P&L

+6.7M+3.80%

3M P&L

+6.2M+3.50%

HY P&L

+14.3M+8.50%

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/A135.0M

83.3%

2Consumer Electronics5.5M

3.4%

3Drug Manufacturers - General3.6M

2.2%

Top Industries by Stock Count

1N/A34 stocks

52.3%

2Drug Manufacturers - General4 stocks

6.2%

3Oil & Gas Integrated3 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF83.7K shares1.86%2026-03-312026-04-21

ABERDEEN PHYSICAL GOLD SHARES ETF ABERDEEN PHYSICAL GOLD SHARES ETF328.3K shares-3.54%2026-03-312026-04-21

IVV ISHARES TR CORE S&P500 ETF20.6K shares0.10%2026-03-312026-04-21

VTV VANGUARD VALUE ETF48.0K shares42.41%2026-03-312026-04-21

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF110.2K shares2.53%2026-03-312026-04-21

SGOV ISHARES TR 0-3 MNTH TREASRY84.2K shares932.93%2026-03-312026-04-21

CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT189.0K shares5.08%2026-03-312026-04-21

SPY STATE STREET SPDR S&P 500 ETF TRUST10.9K shares-26.80%2026-03-312026-04-21

Sponsored

SCHD SCHWAB US DIVIDEND EQUITY ETF220.8K shares-0.25%2026-03-312026-04-21

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF82.5K shares-9.46%2026-03-312026-04-21

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF57.5K shares-23.01%2026-03-312026-04-21

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF64.4K shares7.07%2026-03-312026-04-21

AAPL APPLE INCORPORATED21.7K shares-1.64%2026-03-312026-04-21

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF178.2K shares-0.36%2026-03-312026-04-21

TIP ISHARES TR TIPS BD ETF40.3K shares-5.24%2026-03-312026-04-21

VIG VANGUARD DIVIDEND APPRECIATION ETF16.6K shares14.78%2026-03-312026-04-21

Sponsored

VGSH VANGUARD SHORT-TERM TREASURY ETF57.3K shares20.95%2026-03-312026-04-21

CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT38.5K shares-4.11%2026-03-312026-04-21

HEFA ISHARES TR HDG MSCI EAFE35.8K shares-3.20%2026-03-312026-04-21

LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW6.3K shares-3.38%2026-03-312026-04-21

BROADCOM INCORPORATED BROADCOM INCORPORATED4.3K shares-1.96%2026-03-312026-04-21

ABBV ABBVIE INCORPORATED5.9K shares-1.61%2026-03-312026-04-21

KR KROGER COMPANY17.5K shares-0.57%2026-03-312026-04-21

ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A4.4K shares-4.64%2026-03-312026-04-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHINES5.0K shares-0.66%2026-03-312026-04-21

CSCO CISCO SYSTEMS INCORPORATED15.0K shares-1.28%2026-03-312026-04-21

AMGN AMGEN INCORPORATED3.1K shares-1.20%2026-03-312026-04-21

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF8.3K shares-6.35%2026-03-312026-04-21

EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)3.1K shares-1.20%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORPORATION1.8K shares-1.69%2026-03-312026-04-21

MERCK & COMPANY INCORPORATED MERCK & COMPANY INCORPORATED9.0K shares7.65%2026-03-312026-04-21

MCD MCDONALDS CORPORATION3.3K shares-1.41%2026-03-312026-04-21

Sponsored

V VISA INCORPORATED COM CLASS A3.4K shares-0.56%2026-03-312026-04-21

EMXC ISHARES INCORPORATED MSCI EMRG CHN12.8K sharesnew addition2026-03-312026-04-21

XOM EXXON MOBIL CORPORATION5.6K shares-8.75%2026-03-312026-04-21

LOW LOWES COMPANIES INCORPORATED4.0K shares2.04%2026-03-312026-04-21

HD HOME DEPOT INCORPORATED2.8K shares-2.86%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB COMPANY15.3K shares122.76%2026-03-312026-04-21

MEDTRONIC PLC SHS (IRELAND) MEDTRONIC PLC SHS (IRELAND)10.2K shares-1.24%2026-03-312026-04-21

PG PROCTER & GAMBLE COMPANY6.1K shares5.66%2026-03-312026-04-21

Sponsored

IWD ISHARES TR RUS 1000 VAL ETF4.0K shares1.46%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORPORATION9.0K shares-1.27%2026-03-312026-04-21

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF17.0K shares-2.26%2026-03-312026-04-21

SBUX STARBUCKS CORPORATION8.7K shares108.09%2026-03-312026-04-21

QCOM QUALCOMM INCORPORATED5.5K shares-3.98%2026-03-312026-04-21

NTAP NETAPP INCORPORATED6.8K shares1.83%2026-03-312026-04-21

MSFT MICROSOFT CORPORATION1.9K shares-2.15%2026-03-312026-04-21

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST1.1K shares21.64%2026-03-312026-04-21

Sponsored

AOA ISHARES TR CORE 80/20 AGGRE6.9K shares-0.15%2026-03-312026-04-21

CL COLGATE PALMOLIVE COMPANY7.0K shares129.74%2026-03-312026-04-21

CMCSA COMCAST CORPORATION NEW CLASS A19.6K shares128.79%2026-03-312026-04-21

GIS GENERAL MILLS INCORPORATED14.1K shares123.66%2026-03-312026-04-21

CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT12.7K shares5.04%2026-03-312026-04-21

XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND4.3K shares0.00%2026-03-312026-04-21

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR4.1K shares0.00%2026-03-312026-04-21

TSLA TESLA INCORPORATED1.1K shares-1.64%2026-03-312026-04-21

Sponsored

USFR THE WISDOMTREE TRUST FLTG RATE TREASURY FUND8.4K shares-93.62%2026-03-312026-04-21

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.2K shares10.97%2026-03-312026-04-21

IJH ISHARES TR CORE S&P MCP ETF5.4K shares-40.40%2026-03-312026-04-21

BND VANGUARD TOTAL BOND MARKET ETF4.8K shares12.57%2026-03-312026-04-21

GLD SPDR GOLD SHARES827 shares-2.36%2026-03-312026-04-21

NVDA NVIDIA CORPORATION1.8K shares-45.05%2026-03-312026-04-21

SU SUNCOR ENERGY INCORPORATED NEW (CANADA)4.6K shares0.00%2026-03-312026-04-21

GILD GILEAD SCIENCES INCORPORATED2.0K shares0.00%2026-03-312026-04-21

Sponsored

CVX CHEVRON CORPORATION1.3K shares-6.52%2026-03-312026-04-21

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW395 shares-11.24%2026-03-312026-04-21

AOR ISHARES TR CORE 60/40 BALAN3.6K shares0.00%2026-03-312026-04-21

VO VANGUARD MID-CAP ETF811 shares0.00%2026-03-312026-04-21

DVY ISHARES TR SELECT DIVID ETF1.5K shares0.00%2026-03-312026-04-21

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-21

VHT VANGUARD HEALTH CARE ETF847 shares0.00%2026-03-312026-04-21

FOXA FOX CORPORATION CLASS A COM3.8K shares0.00%2026-03-312026-04-21

Sponsored

META META PLATFORMS INCORPORATED CLASS A371 shares12.08%2026-03-312026-04-21

TWST TWIST BIOSCIENCE CORPORATION4.3K sharesnew addition2026-03-312026-04-21

VTI

VANGUARD TOTAL STOCK MARKET ETF

1.86%

Shares83.7K

Event2026-03-31

Filed2026-04-21

ABERDEEN PHYSICAL GOLD SHARES ETF

-3.54%

Shares328.3K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR CORE S&P500 ETF

0.10%

Shares20.6K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD VALUE ETF

42.41%

Shares48.0K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

2.53%

Shares110.2K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR 0-3 MNTH TREASRY

932.93%

Shares84.2K

Event2026-03-31

Filed2026-04-21

CGGR

CAPITAL GROUP GROWTH ETF SHS CREATION UNIT

5.08%

Shares189.0K

Event2026-03-31

Filed2026-04-21

SPY

STATE STREET SPDR S&P 500 ETF TRUST

-26.80%

Shares10.9K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-0.25%

Shares220.8K

Event2026-03-31

Filed2026-04-21

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

-9.46%

Shares82.5K

Event2026-03-31

Filed2026-04-21

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

-23.01%

Shares57.5K

Event2026-03-31

Filed2026-04-21

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

7.07%

Shares64.4K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INCORPORATED

-1.64%

Shares21.7K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-0.36%

Shares178.2K

Event2026-03-31

Filed2026-04-21

TIP

ISHARES TR TIPS BD ETF

-5.24%

Shares40.3K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD DIVIDEND APPRECIATION ETF

14.78%

Shares16.6K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SHORT-TERM TREASURY ETF

20.95%

Shares57.3K

Event2026-03-31

Filed2026-04-21

CGDV

CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT

-4.11%

Shares38.5K

Event2026-03-31

Filed2026-04-21

HEFA

ISHARES TR HDG MSCI EAFE

-3.20%

Shares35.8K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORPORATION COM NEW

-3.38%

Shares6.3K

Event2026-03-31

Filed2026-04-21

BROADCOM INCORPORATED

-1.96%

Shares4.3K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INCORPORATED

-1.61%

Shares5.9K

Event2026-03-31

Filed2026-04-21

KROGER COMPANY

-0.57%

Shares17.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INCORPORATED CAP STK CLASS A

-4.64%

Shares4.4K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHINES

-0.66%

Shares5.0K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYSTEMS INCORPORATED

-1.28%

Shares15.0K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INCORPORATED

-1.20%

Shares3.1K

Event2026-03-31

Filed2026-04-21

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-6.35%

Shares8.3K

Event2026-03-31

Filed2026-04-21

EATON CORPORATION PLC SHS (IRELAND)

-1.20%

Shares3.1K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORPORATION

-1.69%

Shares1.8K

Event2026-03-31

Filed2026-04-21

MERCK & COMPANY INCORPORATED

7.65%

Shares9.0K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORPORATION

-1.41%

Shares3.3K

Event2026-03-31

Filed2026-04-21

VISA INCORPORATED COM CLASS A

-0.56%

Shares3.4K

Event2026-03-31

Filed2026-04-21

EMXC

ISHARES INCORPORATED MSCI EMRG CHN

New

Shares12.8K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORPORATION

-8.75%

Shares5.6K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COMPANIES INCORPORATED

2.04%

Shares4.0K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INCORPORATED

-2.86%

Shares2.8K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB COMPANY

122.76%

Shares15.3K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC SHS (IRELAND)

-1.24%

Shares10.2K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE COMPANY

5.66%

Shares6.1K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR RUS 1000 VAL ETF

1.46%

Shares4.0K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORPORATION

-1.27%

Shares9.0K

Event2026-03-31

Filed2026-04-21

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-2.26%

Shares17.0K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORPORATION

108.09%

Shares8.7K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INCORPORATED

-3.98%

Shares5.5K

Event2026-03-31

Filed2026-04-21

NTAP

NETAPP INCORPORATED

1.83%

Shares6.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORPORATION

-2.15%

Shares1.9K

Event2026-03-31

Filed2026-04-21

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

21.64%

Shares1.1K

Event2026-03-31

Filed2026-04-21

AOA

ISHARES TR CORE 80/20 AGGRE

-0.15%

Shares6.9K

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE COMPANY

129.74%

Shares7.0K

Event2026-03-31

Filed2026-04-21

CMCSA

COMCAST CORPORATION NEW CLASS A

128.79%

Shares19.6K

Event2026-03-31

Filed2026-04-21

GIS

GENERAL MILLS INCORPORATED

123.66%

Shares14.1K

Event2026-03-31

Filed2026-04-21

CGUS

CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT

5.04%

Shares12.7K

Event2026-03-31

Filed2026-04-21

XLC

SPDR COMMUNICATION SERVICES SELECT SECTOR FUND

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-21

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INCORPORATED

-1.64%

Shares1.1K

Event2026-03-31

Filed2026-04-21

USFR

THE WISDOMTREE TRUST FLTG RATE TREASURY FUND

-93.62%

Shares8.4K

Event2026-03-31

Filed2026-04-21

INVESCO S&P 500 EQUAL WEIGHT ETF

10.97%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR CORE S&P MCP ETF

-40.40%

Shares5.4K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD TOTAL BOND MARKET ETF

12.57%

Shares4.8K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD SHARES

-2.36%

Shares827

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-45.05%

Shares1.8K

Event2026-03-31

Filed2026-04-21

SUNCOR ENERGY INCORPORATED NEW (CANADA)

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-21

GILD

GILEAD SCIENCES INCORPORATED

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-6.52%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

-11.24%

Shares395

Event2026-03-31

Filed2026-04-21

AOR

ISHARES TR CORE 60/40 BALAN

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

VANGUARD MID-CAP ETF

0.00%

Shares811

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR SELECT DIVID ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-04-21

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares847

Event2026-03-31

Filed2026-04-21

FOXA

FOX CORPORATION CLASS A COM

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21