MRWM Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Nashville, TN
CIK
0001732949
Alternate names
Cypress Capital Advisors, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 74 175,652 VTI, IVV, SGOL, SPY 13F-HR 10/28/2025 000175496025000717
Q2 2025 72 159,839 VTI, IVV, SGOL, SPY 13F-HR 8/27/2025 000175496025000620
Q1 2025 74 143,878 VTI, BIL, IVV, SPY 13F-HR 8/27/2025 000175496025000621
Q4 2024 61 127,754 VTI, BIL, SPY, IVV 13F-HR 8/27/2025 000175496025000622