Back to MRWM Advisors, LLC

MRWM Advisors, LLC

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
SUNCOR ENERGY INC NEW$205.4K4,6300.1%
CHEVRON CORP$205.6K1,3490.1%
Alphabet Inc.$212.1K6760.1%
ISHARES TR$216.9K1,5370.1%
Meta Platforms Inc$218.5K3310.1%
SPDR SERIES TRUST$230.8K2,8770.1%
VANGUARD INDEX FDS$235.4K8110.1%
ISHARES TR$236.2K3,6330.1%
COLGATE PALMOLIVE CO$240.7K3,0460.1%
GILEAD SCIENCES, INC.$243.5K1,9840.1%
VANGUARD WORLD FD$243.8K8470.1%
Comcast Corp.$256.0K8,5650.1%
ISHARES TR$260.9K2,1710.1%
VANGUARD INDEX FDS$279.1K4450.1%
FOX CORP$280.6K3,8400.2%
GENERAL MILLS INC$292.6K6,2930.2%
VANGUARD BD INDEX FDS$318.3K4,2970.2%
SPDR GOLD TR$335.7K8470.2%
STARBUCKS CORP$352.8K4,1900.2%
BRISTOL MYERS SQUIBB CO$371.1K6,8800.2%
INVESCO EXCHANGE TRADED FD T$378.9K1,9780.2%
CAPITAL GROUP CORE EQUITY ET$485.1K12,0580.3%
SELECT SECTOR SPDR TR$486.0K4,0700.3%
Amazon.com Inc$507.3K2,1980.3%
SELECT SECTOR SPDR TR$510.3K4,3350.3%
Tesla Inc$521.2K1,1590.3%
SPDR S&P MIDCAP 400 ETF TR$529.7K8780.3%
ISHARES TR$593.8K8,9970.3%
NVIDIA Corp$614.4K3,2940.3%
ISHARES TR$616.6K6,8850.3%
NetApp Inc$714.5K6,6720.4%
EXXON MOBIL CORP$734.7K6,1050.4%
ISHARES TR$818.7K8,1560.4%
PROCTER & GAMBLE Co$822.2K5,7370.4%
ISHARES TR$836.9K3,9790.4%
Merck & Co., Inc.$876.9K8,3310.5%
LOCKHEED MARTIN CORP$889.0K1,8380.5%
SCHWAB CHARLES CORP$911.7K9,1250.5%
MICROSOFT CORP$923.2K1,9090.5%
LOWES COMPANIES INC$944.9K3,9180.5%
SELECT SECTOR SPDR TR$951.4K17,3700.5%
Eaton Corp plc$984.8K3,0920.5%
QUALCOMM INC/DE$987.5K5,7730.5%
Medtronic plc$993.5K10,3430.5%
HOME DEPOT, INC.$1.01M2,9330.5%
MCDONALD'S CORP$1.02M3,3270.5%
AMGEN INC$1.04M3,1790.6%
KROGER CO$1.10M17,6090.6%
LAM RESEARCH CORP$1.11M6,4730.6%
CISCO SYSTEMS, INC.$1.17M15,1850.6%
← PrevPage 1 of 2Next →