MRWM Advisors, LLC Q2 2025 Filing
Filed August 27, 2025
Portfolio Value
$159.8B
Holdings
72
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 74,635 | $22.7B | 14.19% | |
| 2 | IVVISHARES TR | 20,405 | $12.7B | 7.93% | |
| 3 | SGOLETFS GOLD TR | 341,012 | $10.8B | 6.73% | |
| 4 | SPYSPDR S&P 500 ETF TR | 15,290 | $9.4B | 5.91% | |
| 5 | VXUSVANGUARD STAR FDS | 116,824 | $8.1B | 5.05% | |
| 6 | USFRWISDOMTREE TR | 139,787 | $7.0B | 4.40% | |
| 7 | VBILVANGUARD INSTL INDEX FD | 92,646 | $7.0B | 4.38% | |
| 8 | SCHDSCHWAB STRATEGIC TR | 248,828 | $6.6B | 4.13% | |
| 9 | CGGRCAPITAL GROUP GROWTH ETF | 147,851 | $6.0B | 3.76% | |
| 10 | AAPLAPPLE INC | 23,934 | $4.9B | 3.07% | |
| 11 | SCHGSCHWAB STRATEGIC TR | 166,585 | $4.9B | 3.04% | |
| 12 | TIPISHARES TR | 42,867 | $4.7B | 2.95% | |
| 13 | BILSPDR SERIES TRUST | 45,500 | $4.2B | 2.61% | |
| 14 | VGSHVANGUARD SCOTTSDALE FDS | 61,650 | $3.6B | 2.27% | |
| 15 | VTVVANGUARD INDEX FDS | 16,744 | $3.0B | 1.85% | |
| 16 | NOBLPROSHARES TR | 25,521 | $2.6B | 1.61% | |
| 17 | TFLOISHARES TR | 39,064 | $2.0B | 1.24% | |
| 18 | CGDGCAPITAL GROUP DIVIDEND VALUE | 44,982 | $1.8B | 1.11% | |
| 19 | AVGOBROADCOM INC | 5,598 | $1.5B | 0.97% | |
| 20 | IBMINTERNATIONAL BUSINESS MACHS | 5,110 | $1.5B | 0.94% | |
| 21 | HEFAISHARES TR | 37,242 | $1.4B | 0.88% | |
| 22 | VVISA INC | 3,977 | $1.4B | 0.88% | |
| 23 | ETNEATON CORP PLC | 3,754 | $1.3B | 0.84% | |
| 24 | KRKROGER CO | 18,122 | $1.3B | 0.81% | |
| 25 | XLKSELECT SECTOR SPDR TR | 4,584 | $1.2B | 0.73% | |
| 26 | ABBVABBVIE INC | 6,127 | $1.1B | 0.71% | |
| 27 | HDHOME DEPOT INC | 3,065 | $1.1B | 0.70% | |
| 28 | NTAPNETAPP INC | 9,834 | $1.0B | 0.66% | |
| 29 | PGPROCTER AND GAMBLE CO | 6,470 | $1.0B | 0.64% | |
| 30 | MCDMCDONALDS CORP | 3,435 | $1.0B | 0.63% | |
| 31 | QCOMQUALCOMM INC | 6,108 | $972.8M | 0.61% | |
| 32 | AMGNAMGEN INC | 3,416 | $953.8M | 0.60% | |
| 33 | GOOGLALPHABET INC | 5,410 | $953.4M | 0.60% | |
| 34 | MDTMEDTRONIC PLC | 10,897 | $949.9M | 0.59% | |
| 35 | LOWLOWES COS INC | 4,280 | $949.6M | 0.59% | |
| 36 | MSFTMICROSOFT CORP | 1,873 | $931.6M | 0.58% | |
| 37 | LMTLOCKHEED MARTIN CORP | 1,986 | $919.8M | 0.58% | |
| 38 | XLFSELECT SECTOR SPDR TR | 17,258 | $903.8M | 0.57% | |
| 39 | SBUXSTARBUCKS CORP | 9,768 | $895.0M | 0.56% | |
| 40 | BMYBRISTOL-MYERS SQUIBB CO | 17,882 | $827.8M | 0.52% | |
| 41 | CMCSACOMCAST CORP NEW | 23,043 | $822.4M | 0.51% | |
| 42 | LRCXLAM RESEARCH CORP | 8,384 | $816.1M | 0.51% | |
| 43 | GISGENERAL MLS INC | 15,587 | $807.6M | 0.51% | |
| 44 | IWDISHARES TR | 3,979 | $772.8M | 0.48% | |
| 45 | MRKMERCK & CO INC | 9,599 | $759.9M | 0.48% | |
| 46 | CLCOLGATE PALMOLIVE CO | 7,463 | $678.4M | 0.42% | |
| 47 | XOMEXXON MOBIL CORP | 6,274 | $676.3M | 0.42% | |
| 48 | AOAISHARES TR | 7,636 | $636.8M | 0.40% | |
| 49 | IJHISHARES TR | 8,997 | $558.0M | 0.35% | |
| 50 | NVDANVIDIA CORPORATION | 3,350 | $529.3M | 0.33% | |
| 51 | MDYSPDR S&P MIDCAP 400 ETF TR | 913 | $517.2M | 0.32% | |
| 52 | XLCSELECT SECTOR SPDR TR | 4,335 | $470.5M | 0.29% | |
| 53 | LENLENNAR CORP | 4,203 | $464.9M | 0.29% | |
| 54 | CGUSCAPITAL GROUP CORE EQUITY ET | 12,280 | $453.5M | 0.28% | |
| 55 | XLYSELECT SECTOR SPDR TR | 2,035 | $442.3M | 0.28% | |
| 56 | AMZNAMAZON COM INC | 1,659 | $364.0M | 0.23% | |
| 57 | TSLATESLA INC | 1,145 | $363.7M | 0.23% | |
| 58 | RSPINVESCO EXCHANGE TRADED FD T | 1,856 | $337.3M | 0.21% | |
| 59 | METAMETA PLATFORMS INC | 385 | $284.2M | 0.18% | |
| 60 | BNDVANGUARD BD INDEX FDS | 3,690 | $271.7M | 0.17% | |
| 61 | CSCOCISCO SYS INC | 3,903 | $270.8M | 0.17% | |
| 62 | GQ9SPDR GOLD TR | 847 | $258.2M | 0.16% | |
| 63 | VOOVANGUARD INDEX FDS | 445 | $252.8M | 0.16% | |
| 64 | IJRISHARES TR | 2,171 | $237.3M | 0.15% | |
| 65 | VOVANGUARD INDEX FDS | 811 | $226.9M | 0.14% | |
| 66 | AORISHARES TR | 3,638 | $224.0M | 0.14% | |
| 67 | VHTVANGUARD WORLD FD | 847 | $210.3M | 0.13% | |
| 68 | SPYMSPDR SERIES TRUST | 2,860 | $207.9M | 0.13% | |
| 69 | TWSTTWIST BIOSCIENCE CORP | 5,550 | $204.2M | 0.13% | |
| 70 | AQLTISHARES TR | 1,537 | $204.1M | 0.13% | |
| 71 | IUSGISHARES TR | 1,333 | $200.5M | 0.13% | |
| 72 | GILDGILEAD SCIENCES INC | 1,806 | $200.2M | 0.13% |