MRWM Advisors, LLC
Top Portfolio Positions
41 positions ·
$56,853,469 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
328,297 | $14,648,612 | 25.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,860 | $7,062,692 | 12.42% | |
| AAPL |
Apple Inc.
Technology
|
21,741 | $5,517,648 | 9.71% | |
| LRCX |
Lam Research Corp
Technology
|
6,254 | $1,336,229 | 2.35% | |
| AVGO |
Broadcom Inc.
Technology
|
4,258 | $1,317,893 | 2.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
5,872 | $1,277,101 | 2.25% | |
| KR |
Kroger Co
Consumer Defensive
|
17,508 | $1,266,878 | 2.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,379 | $1,259,225 | 2.21% | |
| IBM |
International Business Machines Corp
Technology
|
4,962 | $1,202,739 | 2.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
14,991 | $1,163,151 | 2.05% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,648,612 | 328,297 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,981,372 | 340,345 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,089,157 | 355,587 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,755,518 | 341,012 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $8,637,720 | 289,662 | Shares | Sole | 2025-08-27 | |
| 2024-12-31 | $7,762,694 | 309,888 | Shares | Sole | 2025-08-27 | |
| No 13F history on record for this holder in this stock. | ||||||