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CIK: 0001732949
Total reported value
$243.3M
$243.3M
61 檔
21.6%
In Q4 2024, MRWM Advisors, LLC's U.S. equity holdings reached a combined market value of $243.3M, distributed across 61 disclosed stock positions.
During Q4 2024, MRWM Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BIL, SPY) accounted for 21.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.01% | -1.61% | — | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.33% | -0.86% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.35% | -0.42% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.36% | -0.90% | — | |
| 5 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 6.08% | -2.64% | — | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 5.51% | -0.06% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.62% | -0.43% | — | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 4.35% | — | — | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.10% | -0.66% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.41% | -0.74% | — | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.26% | -0.50% | — | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 2.87% | -0.30% | — | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 2.21% | -0.11% | — | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.87% | -0.15% | — | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.70% | -0.45% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | -0.68% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | -0.10% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -0.18% | — | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | -0.08% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.12% | — | |
| 21 | KR | Kroger Co | Stock-Consumer Staples | 0.88% | -0.31% | — | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | -0.11% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.11% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.13% | — | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.79% | -0.17% | — | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.79% | -0.15% | — | |
| 27 | GIS | General Mills Inc | Stock-Consumer Staples | 0.76% | -0.09% | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.20% | — | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | -0.23% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | -0.07% | — | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.13% | — | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | -0.10% | — | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | -0.08% | — | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.68% | -0.16% | — | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.67% | -0.11% | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.08% | NEW | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.58% | -0.07% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.10% | — | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.54% | — | — | |
| 40 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.52% | -0.05% | — | |
| 41 | CGUS | Cap Group Core Equity | ETF-Other | 0.44% | -0.05% | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | -0.04% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.21% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.02% | — | |
| 45 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.37% | — | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | -0.04% | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.03% | — | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.28% | -0.08% | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.26% | — | — | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.23% | -0.03% | — |
According to official SEC Form 13F filings, MRWM Advisors, LLC reported a total U.S. public equity portfolio value of $243.3M across 61 disclosed positions in Q4 2024.
During Q4 2024, MRWM Advisors, LLC's top holdings by market value included VTI (12.0%)、BIL (9.3%)、SPY (7.3%). The largest single position, VTI, represented 12.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, MRWM Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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