MRWM Advisors, LLC
Net seller this quarter
$243M
46
-$529K
17.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SGOL | $12.9M | 5.30% | 0.19% | +2.7% | Q4 2024 |
 SPY | $8.3M | 3.41% | Not reported | +2.4% | Q4 2024 |
 NOBL | $6.94M | 2.85% | Not reported | +7.5% | Q4 2024 |
 AAPL | $6.24M | 2.56% | 0.00% | -0.8% | Q4 2024 |
 LRCX | $1.63M | 0.67% | 0.00% | -39.9% | Q1 2025 |
 GOOGL | $1.48M | 0.61% | 0.00% | -5.6% | Q4 2024 |
 ABBV | $1.4M | 0.58% | 0.00% | -5.1% | Q4 2024 |
 IBM | $1.32M | 0.54% | 0.00% | -5.4% | Q4 2024 |
 CSCO | $1.31M | 0.54% | 0.00% | -25.4% | Q2 2025 |
 AVGO | $1.29M | 0.53% | 0.00% | -20.1% | Q4 2024 |
 EMXC | $1.27M | 0.52% | Not reported | -3.0% | Q1 2026 |
 ETN | $1.24M | 0.51% | 0.00% | -5.1% | Q4 2024 |
 V | $1.09M | 0.45% | 0.00% | -4.8% | Q4 2024 |
 MRK | $1.08M | 0.45% | 0.00% | -6.0% | Q4 2024 |
 AMGN | $1.08M | 0.44% | 0.00% | -5.4% | Q4 2024 |
 UNP | $968K | 0.40% | 0.00% | New | Q2 2026 |
 HD | $956K | 0.39% | 0.00% | -4.8% | Q4 2024 |
 KR | $923K | 0.38% | 0.00% | -5.0% | Q4 2024 |
 LMT | $867K | 0.36% | 0.00% | -5.8% | Q4 2024 |
 BMY | $857K | 0.35% | 0.00% | -3.0% | Q4 2024 |
 MCD | $840K | 0.35% | 0.00% | -5.2% | Q4 2024 |
 SBUX | $839K | 0.34% | 0.00% | -5.8% | Q4 2024 |
 LOW | $836K | 0.34% | 0.00% | -5.1% | Q4 2024 |
 PG | $829K | 0.34% | 0.00% | -6.7% | Q4 2024 |
 SCHW | $807K | 0.33% | 0.00% | -3.0% | Q3 2025 |
| MDY | $776K | 0.32% | Not reported | +3.4% | Q1 2025 |
 MDT | $750K | 0.31% | 0.00% | -6.2% | Q1 2025 |
 XOM | $721K | 0.30% | 0.00% | -5.3% | Q4 2024 |
 QCOM | $712K | 0.29% | 0.00% | -30.5% | Q4 2024 |
 NTAP | $696K | 0.29% | 0.00% | -33.8% | Q1 2025 |
 MSFT | $668K | 0.27% | 0.00% | -4.1% | Q4 2024 |
 CL | $626K | 0.26% | 0.00% | -2.5% | Q1 2025 |
 TOL | $579K | 0.24% | 0.00% | New | Q2 2026 |
 STX | $491K | 0.20% | 0.00% | New | Q2 2026 |
 GIS | $474K | 0.19% | 0.00% | -3.2% | Q4 2024 |
 CMCSA | $470K | 0.19% | 0.00% | -2.4% | Q4 2024 |
 TSLA | $453K | 0.19% | 0.00% | -5.5% | Q4 2024 |
 TWST | $446K | 0.18% | 0.01% | Not reported | Q4 2024 |
 NVDA | $362K | 0.15% | 0.00% | Not reported | Q1 2025 |
| GLD | $305K | 0.13% | 0.00% | Not reported | Q4 2024 |
 SPCX | $253K | 0.10% | Not reported | New | Q2 2026 |
 GILD | $251K | 0.10% | 0.00% | +0.2% | Q2 2025 |
 SU | $249K | 0.10% | 0.00% | +0.2% | Q4 2025 |
 GWW | $226K | 0.09% | 0.00% | New | Q2 2026 |
 CVX | $209K | 0.09% | 0.00% | +0.2% | Q3 2025 |
 FOXA | $201K | 0.08% | 385100.00% | +0.3% | Q3 2025 |
| Q1 2026 | |||||
| SGOL | $14.6M | 7.94% | 0.18% | -3.5% | Q4 2024 |
| SPY | $7.06M | 3.83% | Not reported | -26.8% | Q4 2024 |
| NOBL | $6.1M | 3.30% | Not reported | -23.0% | Q4 2024 |
| AAPL | $5.52M | 2.99% | 0.00% | -1.6% | Q4 2024 |
| LRCX | $1.34M | 0.72% | 0.00% | -3.4% | Q1 2025 |
| AVGO | $1.32M | 0.71% | 0.00% | -2.0% | Q4 2024 |
| ABBV | $1.28M | 0.69% | 0.00% | -1.6% | Q4 2024 |
| KR | $1.27M | 0.69% | 0.00% | -0.6% | Q4 2024 |
| GOOGL | $1.26M | 0.68% | 0.00% | -4.6% | Q4 2024 |
| IBM | $1.2M | 0.65% | 0.00% | -0.7% | Q4 2024 |
| CSCO | $1.16M | 0.63% | 0.00% | -1.3% | Q2 2025 |
| AMGN | $1.11M | 0.60% | 0.00% | -1.2% | Q4 2024 |
| ETN | $1.09M | 0.59% | 0.00% | -1.2% | Q4 2024 |
| LMT | $1.09M | 0.59% | 0.00% | -1.7% | Q4 2024 |
| MRK | $1.08M | 0.58% | 0.00% | +7.7% | Q4 2024 |
| MCD | $1.02M | 0.55% | 0.00% | -1.4% | Q4 2024 |
| V | $1.01M | 0.55% | 0.00% | -0.6% | Q4 2024 |
| EMXC | $1.01M | 0.55% | Not reported | New | Q1 2026 |
| XOM | $945K | 0.51% | 0.00% | -8.8% | Q4 2024 |
| LOW | $945K | 0.51% | 0.00% | +2.0% | Q4 2024 |
| HD | $937K | 0.51% | 0.00% | -2.9% | Q4 2024 |
| BMY | $930K | 0.50% | 0.00% | +122.8% | Q4 2024 |
| MDT | $885K | 0.48% | 0.00% | -1.2% | Q1 2025 |
| PG | $876K | 0.47% | 0.00% | +5.7% | Q4 2024 |
| SCHW | $847K | 0.46% | 0.00% | -1.3% | Q3 2025 |
| SBUX | $781K | 0.42% | 0.00% | +108.1% | Q4 2024 |
| QCOM | $714K | 0.39% | 0.00% | -4.0% | Q4 2024 |
| NTAP | $696K | 0.38% | 0.00% | +1.8% | Q1 2025 |
| MSFT | $691K | 0.37% | 0.00% | -2.2% | Q4 2024 |
| MDY | $659K | 0.36% | Not reported | +21.6% | Q1 2025 |
| CL | $596K | 0.32% | 0.00% | +129.7% | Q1 2025 |
| CMCSA | $563K | 0.31% | 0.00% | +128.8% | Q4 2024 |
| GIS | $524K | 0.28% | 0.00% | +123.7% | Q4 2024 |
| TSLA | $424K | 0.23% | 0.00% | -1.6% | Q4 2024 |
| GLD | $356K | 0.19% | 0.00% | -2.4% | Q4 2024 |
| NVDA | $316K | 0.17% | 0.00% | -45.1% | Q1 2025 |
| SU | $306K | 0.17% | 0.00% | Not reported | Q4 2025 |
| GILD | $277K | 0.15% | 0.00% | Not reported | Q2 2025 |
| CVX | $261K | 0.14% | 0.00% | -6.5% | Q3 2025 |
 COP | $231K | 0.13% | 0.00% | New | Q1 2026 |
| FOXA | $224K | 0.12% | 384000.00% | Not reported | Q3 2025 |
 META | $212K | 0.12% | Not reported | +12.1% | Q2 2025 |
| TWST | $206K | 0.11% | 0.01% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| SGOL | $14M | 7.50% | 0.19% | -4.3% | Q4 2024 |
| SPY | $10.1M | 5.43% | Not reported | -2.1% | Q4 2024 |
| NOBL | $7.77M | 4.17% | Not reported | +197.7% | Q4 2024 |
| AAPL | $6.01M | 3.22% | 0.00% | -6.2% | Q4 2024 |
| AVGO | $1.5M | 0.81% | 0.00% | -0.6% | Q4 2024 |
| IBM | $1.48M | 0.79% | 0.00% | -0.3% | Q4 2024 |
| GOOGL | $1.44M | 0.77% | 0.00% | -13.0% | Q4 2024 |
| ABBV | $1.36M | 0.73% | 0.00% | -0.6% | Q4 2024 |
| V | $1.18M | 0.63% | 0.00% | +0.5% | Q4 2024 |
| CSCO | $1.17M | 0.63% | 0.00% | -0.3% | Q2 2025 |
| LRCX | $1.11M | 0.59% | 0.00% | -0.5% | Q1 2025 |
| KR | $1.1M | 0.59% | 0.00% | -0.3% | Q4 2024 |
| AMGN | $1.04M | 0.56% | 0.00% | -0.8% | Q4 2024 |
| MCD | $1.02M | 0.55% | 0.00% | -0.8% | Q4 2024 |
| HD | $1.01M | 0.54% | 0.00% | -2.4% | Q4 2024 |
| MDT | $994K | 0.53% | 0.00% | -0.3% | Q1 2025 |
| QCOM | $987K | 0.53% | 0.00% | -0.6% | Q4 2024 |
| ETN | $985K | 0.53% | 0.00% | -0.6% | Q4 2024 |
| LOW | $945K | 0.51% | 0.00% | -4.6% | Q4 2024 |
| MSFT | $923K | 0.50% | 0.00% | +3.2% | Q4 2024 |
| SCHW | $912K | 0.49% | 0.00% | +55.2% | Q3 2025 |
| LMT | $889K | 0.48% | 0.00% | -1.0% | Q4 2024 |
| MRK | $877K | 0.47% | 0.00% | -9.2% | Q4 2024 |
| PG | $822K | 0.44% | 0.00% | -7.8% | Q4 2024 |
| XOM | $735K | 0.39% | 0.00% | +0.2% | Q4 2024 |
| NTAP | $715K | 0.38% | 0.00% | -1.1% | Q1 2025 |
| NVDA | $614K | 0.33% | 0.00% | -2.0% | Q1 2025 |
| MDY | $530K | 0.28% | Not reported | -4.6% | Q1 2025 |
| TSLA | $521K | 0.28% | 0.00% | +1.5% | Q4 2024 |
 AMZN | $507K | 0.27% | 0.00% | +32.2% | Q4 2024 |
| BMY | $371K | 0.20% | 0.00% | -59.5% | Q4 2024 |
| SBUX | $353K | 0.19% | 0.00% | -55.1% | Q4 2024 |
| GLD | $336K | 0.18% | 0.00% | Not reported | Q4 2024 |
| GIS | $293K | 0.16% | 0.00% | -57.8% | Q4 2024 |
| FOXA | $281K | 0.15% | 384000.00% | +1.2% | Q3 2025 |
| CMCSA | $256K | 0.14% | 0.00% | -61.2% | Q4 2024 |
| GILD | $244K | 0.13% | 0.00% | +0.6% | Q2 2025 |
| CL | $241K | 0.13% | 0.00% | -57.6% | Q1 2025 |
| META | $218K | 0.12% | Not reported | -19.3% | Q2 2025 |
| GOOG | $212K | 0.11% | Not reported | New | Q4 2025 |
| CVX | $206K | 0.11% | 0.00% | +0.2% | Q3 2025 |
| SU | $205K | 0.11% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SGOL | $13.1M | 7.45% | 0.21% | +4.3% | Q4 2024 |
| SPY | $10.1M | 5.75% | Not reported | -0.9% | Q4 2024 |
| AAPL | $6M | 3.42% | 0.00% | -1.5% | Q4 2024 |
| NOBL | $2.59M | 1.47% | Not reported | -1.7% | Q4 2024 |
| AVGO | $1.44M | 0.82% | 0.00% | -21.9% | Q4 2024 |
| IBM | $1.41M | 0.80% | 0.00% | -2.0% | Q4 2024 |
| ABBV | $1.39M | 0.79% | 0.00% | -2.0% | Q4 2024 |
| GOOGL | $1.28M | 0.73% | 0.00% | -2.4% | Q4 2024 |
| HD | $1.22M | 0.69% | 0.00% | -2.0% | Q4 2024 |
| KR | $1.19M | 0.68% | 0.00% | -2.5% | Q4 2024 |
| ETN | $1.16M | 0.66% | 0.00% | -17.2% | Q4 2024 |
| V | $1.15M | 0.65% | 0.00% | -15.6% | Q4 2024 |
| CSCO | $1.04M | 0.59% | 0.00% | +290.3% | Q2 2025 |
| LOW | $1.03M | 0.59% | 0.00% | -4.0% | Q4 2024 |
| MCD | $1.02M | 0.58% | 0.00% | -2.3% | Q4 2024 |
| MDT | $988K | 0.56% | 0.00% | -4.8% | Q1 2025 |
| QCOM | $966K | 0.55% | 0.00% | -4.9% | Q4 2024 |
| MSFT | $958K | 0.55% | 0.00% | -1.2% | Q4 2024 |
| PG | $956K | 0.54% | 0.00% | -3.9% | Q4 2024 |
| LMT | $927K | 0.53% | 0.00% | -6.6% | Q4 2024 |
| AMGN | $904K | 0.51% | 0.00% | -6.2% | Q4 2024 |
| LRCX | $871K | 0.50% | 0.00% | -22.4% | Q1 2025 |
| NTAP | $799K | 0.45% | 0.00% | -31.4% | Q1 2025 |
| SBUX | $789K | 0.45% | 0.00% | -4.5% | Q4 2024 |
| MRK | $770K | 0.44% | 0.00% | -4.5% | Q4 2024 |
| BMY | $767K | 0.44% | 0.00% | -5.0% | Q4 2024 |
| GIS | $752K | 0.43% | 0.00% | -4.3% | Q4 2024 |
| CMCSA | $693K | 0.39% | 0.00% | -4.3% | Q4 2024 |
| XOM | $687K | 0.39% | 0.00% | -2.8% | Q4 2024 |
| NVDA | $627K | 0.36% | 0.00% | +0.3% | Q1 2025 |
| CL | $575K | 0.33% | 0.00% | -3.7% | Q1 2025 |
| SCHW | $561K | 0.32% | 0.00% | New | Q3 2025 |
| MDY | $548K | 0.31% | Not reported | +0.8% | Q1 2025 |
| TSLA | $508K | 0.29% | 0.00% | -0.3% | Q4 2024 |
| AMZN | $365K | 0.21% | 0.00% | +0.2% | Q4 2024 |
| META | $301K | 0.17% | Not reported | +6.5% | Q2 2025 |
| GLD | $301K | 0.17% | 0.00% | Not reported | Q4 2024 |
| FOXA | $239K | 0.14% | 379300.00% | New | Q3 2025 |
| GILD | $219K | 0.12% | 0.00% | +9.2% | Q2 2025 |
| CVX | $209K | 0.12% | 0.00% | New | Q3 2025 |