RMR Wealth Builders
Latest statistics and disclosures from RMR Wealth Builders's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, VTV, IJH, IWF, and represent 36.39% of RMR Wealth Builders's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$52M), VTV, VCSH, FSMB, IEFA, FMB, VOO, IJR, NFLX, SCHO.
- Started 34 new stock positions in DVY, VO, LMT, IRM, RFG, NVO, ADI, SPYG, XPO, MLM.
- Reduced shares in these 10 stocks: IWF, SCHW, DIS, UPS, TSLA, NKE, NEE, VOOG, QQQM, RIO.
- Sold out of its positions in QQQM, NVG, RIO, SONY, TTE, UPS, VOOG.
- RMR Wealth Builders was a net buyer of stock by $106M.
- RMR Wealth Builders has $827M in assets under management (AUM), dropping by 16.18%.
- Central Index Key (CIK): 0001803848
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Portfolio Holdings for RMR Wealth Builders
RMR Wealth Builders holds 259 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.1 | $67M | +3% | 140k | 480.70 |
|
| Vanguard Index Fds Growth Etf (VUG) | 8.1 | $67M | 195k | 344.20 |
|
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| Vanguard Index Fds Value Etf (VTV) | 7.8 | $64M | +5% | 396k | 162.86 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.8 | $64M | +426% | 1.1M | 60.74 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.6 | $38M | -3% | 112k | 337.05 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.0 | $33M | +8% | 449k | 74.22 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.6 | $29M | +12% | 380k | 77.31 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 3.0 | $25M | 137k | 179.11 |
|
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| NVIDIA Corporation (NVDA) | 2.9 | $24M | +3% | 26k | 903.56 |
|
| Apple (AAPL) | 2.5 | $21M | +5% | 121k | 171.48 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.4 | $20M | 191k | 104.73 |
|
|
| Microsoft Corporation (MSFT) | 2.4 | $20M | +4% | 47k | 420.72 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $19M | +10% | 174k | 110.52 |
|
| Ishares Tr National Mun Etf (MUB) | 1.7 | $14M | 131k | 107.60 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.5 | $12M | +23% | 239k | 51.36 |
|
| Amazon (AMZN) | 1.5 | $12M | +6% | 67k | 180.38 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.5 | $12M | +26% | 608k | 19.84 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.2 | $9.9M | +11% | 106k | 93.48 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $9.5M | +4% | 18k | 523.06 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $9.4M | +14% | 191k | 49.19 |
|
| Broadcom (AVGO) | 1.1 | $9.4M | +7% | 7.1k | 1330.68 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $7.8M | 14k | 556.39 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $7.8M | -2% | 37k | 210.30 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $6.1M | +5% | 30k | 200.30 |
|
| Meta Platforms Cl A (META) | 0.7 | $5.4M | +7% | 11k | 485.59 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $5.0M | 11k | 444.02 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $4.9M | 61k | 79.86 |
|
|
| Home Depot (HD) | 0.5 | $4.0M | +4% | 11k | 383.61 |
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| Select Sector Spdr Tr Technology (XLK) | 0.5 | $4.0M | +3% | 19k | 208.27 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $4.0M | +43% | 82k | 48.21 |
|
| Visa Com Cl A (V) | 0.5 | $3.9M | +5% | 14k | 279.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.5M | +43% | 8.3k | 420.52 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.5M | +20% | 30k | 116.24 |
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| Merck & Co (MRK) | 0.4 | $3.5M | +22% | 26k | 131.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.4M | 23k | 150.93 |
|
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| Costco Wholesale Corporation (COST) | 0.4 | $3.4M | +18% | 4.6k | 732.59 |
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| Eli Lilly & Co. (LLY) | 0.4 | $3.2M | +18% | 4.2k | 778.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.1M | +11% | 20k | 152.26 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.4 | $3.0M | -5% | 83k | 35.97 |
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| Chevron Corporation (CVX) | 0.4 | $3.0M | +21% | 19k | 157.74 |
|
| Netflix (NFLX) | 0.3 | $2.7M | +82% | 4.5k | 607.27 |
|
| salesforce (CRM) | 0.3 | $2.6M | +38% | 8.6k | 301.18 |
|
| Verizon Communications (VZ) | 0.3 | $2.5M | +57% | 60k | 41.96 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.5M | 30k | 81.78 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.3M | +8% | 4.6k | 504.60 |
|
| Arista Networks (ANET) | 0.3 | $2.3M | +12% | 7.8k | 289.98 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.3M | +14% | 4.7k | 481.61 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $2.2M | 5.5k | 397.76 |
|
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| Abbvie (ABBV) | 0.3 | $2.2M | +11% | 12k | 182.10 |
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| Coca-Cola Company (KO) | 0.3 | $2.1M | +11% | 34k | 61.65 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.0M | +20% | 8.3k | 247.04 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.0M | +13% | 5.1k | 399.09 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.0M | 2.1k | 970.65 |
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| Bank of America Corporation (BAC) | 0.2 | $2.0M | +40% | 53k | 38.11 |
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| Abbott Laboratories (ABT) | 0.2 | $2.0M | +9% | 17k | 113.66 |
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| Procter & Gamble Company (PG) | 0.2 | $1.8M | +18% | 11k | 162.26 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $1.8M | -2% | 8.7k | 205.98 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.8M | -4% | 12k | 147.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.8M | +12% | 5.1k | 346.61 |
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| UnitedHealth (UNH) | 0.2 | $1.7M | +30% | 3.5k | 494.69 |
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| Constellation Energy (CEG) | 0.2 | $1.7M | +169% | 9.3k | 184.86 |
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| BlackRock (BLK) | 0.2 | $1.7M | 2.0k | 833.58 |
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| Honeywell International (HON) | 0.2 | $1.7M | +21% | 8.2k | 205.25 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.6M | +26% | 3.7k | 417.95 |
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| Linde SHS (LIN) | 0.2 | $1.6M | +44% | 3.3k | 464.35 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.5M | +8% | 2.9k | 522.88 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.5M | +11% | 35k | 43.35 |
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| American Express Company (AXP) | 0.2 | $1.5M | +8% | 6.7k | 227.68 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | +113% | 8.8k | 174.21 |
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| Qualcomm (QCOM) | 0.2 | $1.5M | +51% | 9.0k | 169.30 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.5M | +44% | 4.7k | 320.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.5M | +5% | 11k | 131.37 |
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| Waste Management (WM) | 0.2 | $1.5M | +25% | 6.8k | 213.16 |
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| Intuit (INTU) | 0.2 | $1.5M | +11% | 2.2k | 650.03 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.4M | 17k | 84.09 |
|
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| Cme (CME) | 0.2 | $1.4M | 6.5k | 215.29 |
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| Tesla Motors (TSLA) | 0.2 | $1.3M | -37% | 7.7k | 175.78 |
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| CoStar (CSGP) | 0.2 | $1.3M | 14k | 96.60 |
|
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| Wal-Mart Stores (WMT) | 0.2 | $1.3M | +290% | 22k | 60.17 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | +21% | 4.7k | 281.95 |
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| American Tower Reit (AMT) | 0.2 | $1.3M | +17% | 6.7k | 197.58 |
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| Goldman Sachs (GS) | 0.2 | $1.3M | +18% | 3.1k | 417.74 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.3M | +17% | 2.2k | 581.12 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.2M | +15% | 16k | 79.76 |
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| Public Service Enterprise (PEG) | 0.1 | $1.2M | 18k | 67.38 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | +22% | 12k | 96.71 |
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| Intel Corporation (INTC) | 0.1 | $1.2M | 27k | 44.17 |
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| General Motors Company (GM) | 0.1 | $1.1M | 25k | 45.35 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | -2% | 12k | 94.41 |
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| Chubb (CB) | 0.1 | $1.1M | 4.4k | 259.15 |
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| Paccar (PCAR) | 0.1 | $1.1M | +3% | 8.9k | 123.88 |
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| S&p Global (SPGI) | 0.1 | $1.1M | +21% | 2.5k | 425.43 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | NEW | 2.4k | 457.48 |
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| Nucor Corporation (NUE) | 0.1 | $1.1M | +23% | 5.4k | 197.89 |
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| PNC Financial Services (PNC) | 0.1 | $1.0M | -3% | 6.4k | 161.59 |
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| Dow (DOW) | 0.1 | $1.0M | 18k | 57.93 |
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| Intercontinental Exchange (ICE) | 0.1 | $1000k | +5% | 7.3k | 137.43 |
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| Fidelity National Information Services (FIS) | 0.1 | $996k | +21% | 13k | 74.18 |
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| Deere & Company (DE) | 0.1 | $969k | +39% | 2.4k | 410.67 |
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| CSX Corporation (CSX) | 0.1 | $956k | 26k | 37.07 |
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| Uber Technologies (UBER) | 0.1 | $943k | NEW | 12k | 76.99 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $907k | 312.00 | 2906.77 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $899k | +16% | 6.6k | 136.05 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $899k | +23% | 4.0k | 224.98 |
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| Walt Disney Company (DIS) | 0.1 | $892k | -49% | 7.3k | 122.36 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $889k | +575% | 10k | 86.18 |
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| Monolithic Power Systems (MPWR) | 0.1 | $882k | 1.3k | 677.42 |
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| Caterpillar (CAT) | 0.1 | $862k | 2.4k | 366.38 |
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| Shopify Cl A (SHOP) | 0.1 | $853k | +13% | 11k | 77.17 |
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| Johnson & Johnson (JNJ) | 0.1 | $853k | +20% | 5.4k | 158.19 |
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| Advanced Micro Devices (AMD) | 0.1 | $842k | NEW | 4.7k | 180.49 |
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| Corning Incorporated (GLW) | 0.1 | $813k | +30% | 25k | 32.96 |
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| Lowe's Companies (LOW) | 0.1 | $809k | +83% | 3.2k | 254.73 |
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| Gilead Sciences (GILD) | 0.1 | $806k | 11k | 73.25 |
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| Microchip Technology (MCHP) | 0.1 | $799k | +17% | 8.9k | 89.71 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $789k | -3% | 3.7k | 213.31 |
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| Palo Alto Networks (PANW) | 0.1 | $745k | +18% | 2.6k | 284.13 |
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| Dex (DXCM) | 0.1 | $736k | -2% | 5.3k | 138.70 |
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| Truist Financial Corp equities (TFC) | 0.1 | $734k | 19k | 38.98 |
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| Humana (HUM) | 0.1 | $728k | 2.1k | 346.78 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $725k | 66k | 10.92 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $722k | +12% | 9.5k | 76.19 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $700k | 15k | 47.31 |
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| Citigroup Com New (C) | 0.1 | $676k | +2% | 11k | 63.24 |
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| International Business Machines (IBM) | 0.1 | $672k | +3% | 3.5k | 190.98 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $654k | -6% | 6.4k | 102.28 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $654k | +26% | 29k | 22.41 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $649k | +21% | 7.4k | 87.42 |
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| Twilio Cl A (TWLO) | 0.1 | $635k | 10k | 61.15 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $630k | 22k | 28.91 |
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| Fastenal Company (FAST) | 0.1 | $628k | 8.1k | 77.14 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $624k | +42% | 24k | 25.76 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $616k | +7% | 3.4k | 183.90 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $611k | 50k | 12.13 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $608k | +16% | 7.5k | 81.66 |
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| Boston Scientific Corporation (BSX) | 0.1 | $605k | -6% | 8.8k | 68.49 |
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| Becton, Dickinson and (BDX) | 0.1 | $597k | 2.4k | 248.40 |
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| Capital One Financial (COF) | 0.1 | $596k | 4.0k | 148.89 |
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| Teradyne (TER) | 0.1 | $577k | 5.1k | 112.83 |
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| Trex Company (TREX) | 0.1 | $575k | +9% | 5.8k | 99.75 |
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| Applied Materials (AMAT) | 0.1 | $567k | +7% | 2.7k | 206.25 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $557k | -11% | 13k | 42.12 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $556k | -10% | 14k | 39.02 |
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| Docusign (DOCU) | 0.1 | $546k | 9.2k | 59.55 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $533k | +2% | 11k | 47.44 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $532k | -62% | 7.3k | 72.34 |
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| Icici Bank Adr (IBN) | 0.1 | $531k | +5% | 20k | 26.41 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $521k | 4.5k | 115.81 |
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| Electronic Arts (EA) | 0.1 | $521k | 3.9k | 132.67 |
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| Guidewire Software (GWRE) | 0.1 | $511k | 4.4k | 116.71 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $507k | +11% | 4.0k | 125.97 |
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| TJX Companies (TJX) | 0.1 | $504k | NEW | 5.0k | 101.41 |
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| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $489k | 16k | 30.33 |
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| Consolidated Edison (ED) | 0.1 | $472k | 5.2k | 90.82 |
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| Transunion (TRU) | 0.1 | $470k | 5.9k | 79.80 |
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| Marvell Technology (MRVL) | 0.1 | $465k | +15% | 6.6k | 70.88 |
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| Middleby Corporation (MIDD) | 0.1 | $461k | 2.9k | 160.79 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $456k | +2% | 9.0k | 50.60 |
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| Eaton Corp SHS (ETN) | 0.1 | $450k | NEW | 1.4k | 312.80 |
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| Booking Holdings (BKNG) | 0.1 | $446k | 123.00 | 3627.88 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $445k | 4.0k | 110.55 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $437k | 5.6k | 78.64 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $434k | 9.6k | 45.29 |
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| MarketAxess Holdings (MKTX) | 0.1 | $431k | 2.0k | 219.25 |
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| Snap Cl A (SNAP) | 0.1 | $426k | 37k | 11.48 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $426k | NEW | 5.8k | 73.15 |
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| A. O. Smith Corporation (AOS) | 0.1 | $418k | 4.7k | 89.46 |
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| Keysight Technologies (KEYS) | 0.1 | $417k | 2.7k | 156.38 |
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| Enbridge (ENB) | 0.1 | $415k | -3% | 12k | 36.18 |
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| Edwards Lifesciences (EW) | 0.0 | $403k | 4.2k | 95.56 |
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| Universal Display Corporation (OLED) | 0.0 | $394k | 2.3k | 168.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $393k | +46% | 748.00 | 525.39 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $388k | +6% | 4.8k | 80.64 |
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| Lam Research Corporation (LRCX) | 0.0 | $386k | NEW | 397.00 | 971.93 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $384k | +7% | 1.4k | 270.43 |
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| Elanco Animal Health (ELAN) | 0.0 | $378k | 23k | 16.28 |
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| Sherwin-Williams Company (SHW) | 0.0 | $377k | 1.1k | 347.20 |
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| Iron Mountain (IRM) | 0.0 | $377k | NEW | 4.7k | 80.44 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $376k | 12k | 32.23 |
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| Frontline (FRO) | 0.0 | $376k | 16k | 23.75 |
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| Tyler Technologies (TYL) | 0.0 | $376k | 884.00 | 425.01 |
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| Royal Gold (RGLD) | 0.0 | $374k | 3.1k | 121.80 |
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| Cisco Systems (CSCO) | 0.0 | $371k | 7.4k | 49.91 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $366k | NEW | 12k | 30.83 |
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| Fiserv (FI) | 0.0 | $363k | NEW | 2.3k | 159.82 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $360k | 7.9k | 45.41 |
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| Simon Property (SPG) | 0.0 | $359k | -4% | 2.3k | 158.43 |
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| RPM International (RPM) | 0.0 | $357k | 3.0k | 118.95 |
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| MercadoLibre (MELI) | 0.0 | $351k | -2% | 232.00 | 1511.96 |
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| IDEX Corporation (IEX) | 0.0 | $351k | 1.4k | 244.02 |
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| Oracle Corporation (ORCL) | 0.0 | $349k | NEW | 2.8k | 125.61 |
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| Marriott Intl Cl A (MAR) | 0.0 | $348k | 1.4k | 252.83 |
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| Gartner (IT) | 0.0 | $346k | 726.00 | 476.67 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $345k | +91% | 1.6k | 219.33 |
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| Scotts Miracle-gro Cl A (SMG) | 0.0 | $343k | 4.6k | 74.59 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $343k | -5% | 1.7k | 201.50 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $342k | NEW | 5.3k | 64.99 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $341k | NEW | 1.9k | 175.30 |
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| Morgan Stanley Com New (MS) | 0.0 | $337k | -8% | 3.6k | 94.15 |
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| Nextera Energy (NEE) | 0.0 | $332k | -63% | 5.2k | 63.91 |
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| Analog Devices (ADI) | 0.0 | $330k | NEW | 1.7k | 197.79 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $326k | +3% | 4.7k | 70.00 |
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| Micron Technology (MU) | 0.0 | $320k | +11% | 2.7k | 117.89 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $317k | NEW | 2.6k | 123.18 |
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| Paypal Holdings (PYPL) | 0.0 | $315k | +2% | 4.7k | 66.99 |
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| Bristol Myers Squibb (BMY) | 0.0 | $315k | +9% | 5.8k | 54.23 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $312k | +5% | 6.4k | 48.77 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $304k | -11% | 3.0k | 100.53 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $303k | +3% | 16k | 18.45 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $302k | NEW | 2.4k | 128.56 |
|
| Nike CL B (NKE) | 0.0 | $301k | -69% | 3.2k | 94.38 |
|
| Martin Marietta Materials (MLM) | 0.0 | $300k | NEW | 488.00 | 614.10 |
|
| L3harris Technologies (LHX) | 0.0 | $296k | 1.4k | 213.10 |
|
|
| Fortinet (FTNT) | 0.0 | $290k | -8% | 4.2k | 68.31 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $286k | +5% | 5.8k | 49.64 |
|
| Selective Insurance (SIGI) | 0.0 | $278k | +12% | 2.5k | 109.18 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $273k | -41% | 6.1k | 44.50 |
|
| ConocoPhillips (COP) | 0.0 | $271k | 2.1k | 127.28 |
|
|
| Prologis (PLD) | 0.0 | $268k | 2.0k | 131.24 |
|
|
| Align Technology (ALGN) | 0.0 | $268k | 818.00 | 327.92 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $264k | -2% | 1.6k | 163.22 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $254k | NEW | 959.00 | 265.04 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $254k | 5.9k | 43.24 |
|
|
| BorgWarner (BWA) | 0.0 | $254k | 7.3k | 34.74 |
|
|
| McKesson Corporation (MCK) | 0.0 | $249k | +5% | 464.00 | 536.90 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $248k | NEW | 4.1k | 60.78 |
|
| Kla Corp Com New (KLAC) | 0.0 | $247k | NEW | 354.00 | 698.57 |
|
| Target Corporation (TGT) | 0.0 | $245k | NEW | 1.4k | 177.25 |
|
| Boeing Company (BA) | 0.0 | $244k | +15% | 1.3k | 192.99 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $241k | NEW | 888.00 | 271.86 |
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $235k | 22k | 10.64 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $235k | NEW | 1.1k | 223.35 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $235k | 1.1k | 218.46 |
|
|
| Philip Morris International (PM) | 0.0 | $233k | -7% | 2.5k | 91.61 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.0 | $233k | NEW | 3.8k | 60.89 |
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.0 | $233k | 5.0k | 46.56 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $233k | NEW | 3.5k | 65.65 |
|
| AutoZone (AZO) | 0.0 | $230k | NEW | 73.00 | 3151.64 |
|
| Dollar Tree (DLTR) | 0.0 | $230k | 1.7k | 133.15 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $225k | NEW | 1.8k | 122.03 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $225k | 750.00 | 300.12 |
|
|
| Block Cl A (SQ) | 0.0 | $225k | NEW | 2.7k | 84.58 |
|
| Te Connectivity SHS (TEL) | 0.0 | $222k | 1.5k | 145.24 |
|
|
| Celanese Corporation (CE) | 0.0 | $220k | NEW | 1.3k | 171.86 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $218k | -17% | 3.5k | 61.53 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $217k | -32% | 3.9k | 56.18 |
|
| Ubs Group SHS (UBS) | 0.0 | $214k | 7.0k | 30.72 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $214k | NEW | 6.7k | 31.81 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $213k | NEW | 851.00 | 249.84 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $202k | NEW | 4.0k | 50.70 |
|
| Pool Corporation (POOL) | 0.0 | $202k | 500.00 | 403.50 |
|
|
| At&t (T) | 0.0 | $196k | NEW | 11k | 17.60 |
|
| Bgc Group Cl A (BGC) | 0.0 | $157k | 20k | 7.77 |
|
|
| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $140k | 12k | 11.68 |
|
|
| Ford Motor Company (F) | 0.0 | $139k | NEW | 10k | 13.28 |
|
| BCB Ban (BCBP) | 0.0 | $135k | 13k | 10.45 |
|
|
| Genworth Finl Com Cl A (GNW) | 0.0 | $68k | 11k | 6.43 |
|
|
| Pimco High Income Com Shs (PHK) | 0.0 | $53k | +2% | 11k | 4.95 |
|
Past Filings by RMR Wealth Builders
SEC 13F filings are viewable for RMR Wealth Builders going back to 2019
- RMR Wealth Builders 2024 Q1 filed April 15, 2024
- RMR Wealth Builders 2023 Q4 filed Feb. 6, 2024
- RMR Wealth Builders 2023 Q3 filed Oct. 23, 2023
- RMR Wealth Builders 2023 Q2 filed July 21, 2023
- RMR Wealth Builders 2023 Q1 filed April 11, 2023
- RMR Wealth Builders 2022 Q4 restated filed Feb. 15, 2023
- RMR Wealth Builders 2022 Q4 filed Feb. 2, 2023
- RMR Wealth Builders 2022 Q3 filed Nov. 8, 2022
- RMR Wealth Builders 2022 Q2 filed Aug. 2, 2022
- RMR Wealth Builders 2022 Q1 filed May 13, 2022
- RMR Wealth Builders 2021 Q4 filed Feb. 2, 2022
- RMR Wealth Builders 2021 Q3 filed Oct. 18, 2021
- RMR Wealth Builders 2021 Q2 filed Aug. 16, 2021
- RMR Wealth Builders 2021 Q1 filed May 13, 2021
- RMR Wealth Builders 2020 Q4 restated filed Feb. 26, 2021
- RMR Wealth Builders 2020 Q4 filed Feb. 9, 2021