RMR Wealth Builders
Latest statistics and disclosures from RMR Wealth Builders's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VOO, VTV, IJH, IEFA, and represent 39.44% of RMR Wealth Builders's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$5.7M), VOO (+$5.4M), IJH, VUG, SCHO, IEFA, SUB, PANW, FMB, FSMB.
- Started 19 new stock positions in TSCO, PVAL, GLDM, ULTY, IBIT, QYLD, LPLA, AXON, XVV, VTI. SPMO, B, NRG, AZO, SPTI, BSCQ, VCIT, RING, JCPB.
- Reduced shares in these 10 stocks: BNDX (-$16M), AVGO, MLM, ACN, BBAG, NEAR, PSX, IWF, PECO, MBB.
- Sold out of its positions in AVXC, BCS, CAVA, MBB, INTF, BBAG, ODFL, SAP, SIGI, SNAP. SONY, SOUN, XYZ, SNREY, BNDX, XC, JCI, LBTYK, UBS, CHKP, AER, RACE.
- RMR Wealth Builders was a net buyer of stock by $22M.
- RMR Wealth Builders has $1.2B in assets under management (AUM), dropping by 8.60%.
- Central Index Key (CIK): 0001803848
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Portfolio Holdings for RMR Wealth Builders
RMR Wealth Builders holds 282 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.4 | $113M | +3% | 235k | 480.12 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.3 | $111M | +5% | 181k | 614.12 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.4 | $100M | +6% | 534k | 187.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.9 | $95M | +5% | 1.5M | 65.26 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $53M | +4% | 605k | 87.31 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.0 | $48M | 102k | 468.41 |
|
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| NVIDIA Corporation (NVDA) | 4.0 | $47M | 253k | 186.59 |
|
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| Apple (AAPL) | 2.7 | $32M | 127k | 254.63 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $30M | +5% | 254k | 118.83 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.4 | $29M | +6% | 271k | 106.78 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.4 | $28M | 139k | 203.59 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $26M | 50k | 517.95 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.6 | $19M | +6% | 182k | 106.49 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.6 | $19M | +9% | 382k | 50.70 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.6 | $19M | +9% | 944k | 20.08 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.4 | $17M | +9% | 175k | 95.68 |
|
| Broadcom (AVGO) | 1.4 | $17M | -10% | 50k | 329.91 |
|
| Amazon (AMZN) | 1.3 | $16M | 72k | 219.57 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.1 | $13M | +22% | 547k | 24.40 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $12M | +3% | 36k | 315.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $11M | 16k | 666.18 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $9.4M | +6% | 13k | 734.36 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $9.0M | 37k | 241.96 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $8.9M | 15k | 596.03 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $7.3M | +8% | 12k | 600.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.2M | +27% | 30k | 243.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $6.5M | +11% | 13k | 502.75 |
|
| Netflix (NFLX) | 0.5 | $6.4M | +3% | 5.3k | 1198.96 |
|
| Tesla Motors (TSLA) | 0.5 | $6.0M | +6% | 13k | 444.72 |
|
| Visa Com Cl A (V) | 0.5 | $5.9M | 17k | 341.37 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $5.8M | 20k | 281.86 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $5.7M | 61k | 93.37 |
|
|
| Home Depot (HD) | 0.4 | $5.2M | 13k | 405.20 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.8M | +5% | 5.2k | 925.70 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.4 | $4.5M | +24% | 178k | 25.49 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $4.4M | 9.0k | 490.38 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $4.3M | 165k | 26.34 |
|
|
| Arista Networks Com Shs (ANET) | 0.4 | $4.3M | -5% | 30k | 145.71 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $4.3M | 18k | 243.10 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.2M | 37k | 112.75 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.0M | +2% | 5.3k | 763.07 |
|
| Advanced Micro Devices (AMD) | 0.3 | $3.9M | +62% | 24k | 161.79 |
|
| Wal-Mart Stores (WMT) | 0.3 | $3.9M | +23% | 38k | 103.06 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.8M | -3% | 23k | 170.85 |
|
| Constellation Energy (CEG) | 0.3 | $3.6M | 11k | 329.08 |
|
|
| Chevron Corporation (CVX) | 0.3 | $3.5M | +4% | 23k | 155.29 |
|
| Verizon Communications (VZ) | 0.3 | $3.5M | +4% | 79k | 43.95 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $3.3M | +18% | 7.4k | 447.23 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.3 | $3.1M | 40k | 78.34 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $3.1M | +10% | 17k | 182.42 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.1M | +5% | 11k | 281.24 |
|
| International Business Machines (IBM) | 0.3 | $3.1M | +8% | 11k | 282.17 |
|
| Goldman Sachs (GS) | 0.3 | $3.0M | -4% | 3.8k | 796.31 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $3.0M | 9.1k | 332.85 |
|
|
| American Express Company (AXP) | 0.2 | $3.0M | +6% | 8.9k | 332.15 |
|
| Corning Incorporated (GLW) | 0.2 | $2.9M | +7% | 35k | 82.03 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.7M | +3% | 4.8k | 568.84 |
|
| TJX Companies (TJX) | 0.2 | $2.6M | +5% | 18k | 144.54 |
|
| Uber Technologies (UBER) | 0.2 | $2.5M | +6% | 26k | 97.97 |
|
| Palo Alto Networks (PANW) | 0.2 | $2.5M | +195% | 12k | 203.62 |
|
| Blackrock (BLK) | 0.2 | $2.5M | +2% | 2.2k | 1165.89 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.5M | 16k | 153.65 |
|
|
| 3M Company (MMM) | 0.2 | $2.4M | +6% | 15k | 155.18 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.4M | -3% | 28k | 82.96 |
|
| American Tower Reit (AMT) | 0.2 | $2.4M | +14% | 12k | 192.31 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.3M | +7% | 19k | 123.75 |
|
| Linde SHS (LIN) | 0.2 | $2.3M | +3% | 4.9k | 474.96 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.3M | +5% | 4.6k | 499.25 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.3M | +7% | 7.6k | 303.89 |
|
| Intuit (INTU) | 0.2 | $2.2M | +6% | 3.3k | 682.83 |
|
| Waste Management (WM) | 0.2 | $2.1M | -4% | 9.7k | 220.84 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.1M | -4% | 4.6k | 463.78 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.1M | +4% | 5.3k | 391.64 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $2.1M | +23% | 77k | 26.84 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.0M | -4% | 2.1k | 968.11 |
|
| Phillips 66 (PSX) | 0.2 | $2.0M | -31% | 15k | 136.02 |
|
| Qualcomm (QCOM) | 0.2 | $1.9M | +2% | 12k | 166.36 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | +10% | 4.0k | 485.07 |
|
| salesforce (CRM) | 0.2 | $1.9M | -14% | 8.1k | 237.00 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $1.8M | -3% | 9.1k | 201.54 |
|
| Cme (CME) | 0.2 | $1.8M | +2% | 6.7k | 270.19 |
|
| Servicenow (NOW) | 0.2 | $1.8M | +9% | 2.0k | 920.44 |
|
| Abbvie (ABBV) | 0.1 | $1.8M | -3% | 7.6k | 231.55 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.7M | -14% | 19k | 88.96 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | +9% | 3.0k | 562.20 |
|
| Fidelity National Information Services (FIS) | 0.1 | $1.6M | +10% | 25k | 65.94 |
|
| Honeywell International (HON) | 0.1 | $1.6M | 7.6k | 210.50 |
|
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| General Motors Company (GM) | 0.1 | $1.5M | 25k | 60.97 |
|
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | +4% | 48k | 31.42 |
|
| Gilead Sciences (GILD) | 0.1 | $1.5M | +2% | 13k | 111.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.5M | 5.2k | 279.26 |
|
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| Public Service Enterprise (PEG) | 0.1 | $1.4M | 17k | 83.46 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | +4% | 14k | 96.55 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.4M | 26k | 53.87 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.4M | -2% | 9.8k | 139.17 |
|
| CoStar (CSGP) | 0.1 | $1.4M | +15% | 16k | 84.37 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.3M | -17% | 8.8k | 148.61 |
|
| Coca-Cola Company (KO) | 0.1 | $1.3M | -6% | 20k | 66.83 |
|
| PNC Financial Services (PNC) | 0.1 | $1.3M | 6.3k | 200.91 |
|
|
| Citigroup Com New (C) | 0.1 | $1.2M | +3% | 12k | 101.50 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $1.2M | -30% | 35k | 34.44 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.1M | -3% | 37k | 29.64 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $1.1M | NEW | 22k | 47.55 |
|
| Twilio Cl A (TWLO) | 0.1 | $1.0M | 10k | 100.09 |
|
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| Chubb (CB) | 0.1 | $1.0M | -22% | 3.7k | 282.27 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.0M | +2% | 3.1k | 326.32 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.0M | +4% | 6.4k | 158.97 |
|
| Capital One Financial (COF) | 0.1 | $1.0M | +3% | 4.7k | 212.60 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $981k | 13k | 75.39 |
|
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| CSX Corporation (CSX) | 0.1 | $973k | 27k | 35.51 |
|
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| Johnson & Johnson (JNJ) | 0.1 | $968k | 5.2k | 185.44 |
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| Walt Disney Company (DIS) | 0.1 | $955k | +3% | 8.3k | 114.50 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $954k | 6.8k | 140.05 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $931k | -7% | 2.5k | 365.47 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $929k | +5% | 41k | 22.90 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $924k | -13% | 1.0k | 920.64 |
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| Merck & Co (MRK) | 0.1 | $902k | -5% | 11k | 83.93 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $898k | 4.9k | 183.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $897k | -6% | 39k | 23.28 |
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| Truist Financial Corp equities (TFC) | 0.1 | $890k | 20k | 45.72 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.1 | $873k | +26% | 18k | 48.22 |
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| Bank of America Corporation (BAC) | 0.1 | $863k | -20% | 17k | 51.59 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.1 | $856k | 8.4k | 101.93 |
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| Paccar (PCAR) | 0.1 | $856k | 8.7k | 98.32 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $838k | 13k | 63.59 |
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| ConocoPhillips (COP) | 0.1 | $835k | -21% | 8.8k | 94.59 |
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| Fastenal Company (FAST) | 0.1 | $822k | 17k | 49.04 |
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| Guidewire Software (GWRE) | 0.1 | $818k | -18% | 3.6k | 229.86 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $818k | -53% | 16k | 51.28 |
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| Union Pacific Corporation (UNP) | 0.1 | $800k | +3% | 3.4k | 236.35 |
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| Electronic Arts (EA) | 0.1 | $798k | 4.0k | 201.70 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.1 | $796k | NEW | 28k | 28.90 |
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| Intercontinental Exchange (ICE) | 0.1 | $786k | -26% | 4.7k | 168.48 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $766k | 3.0k | 259.44 |
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| Lowe's Companies (LOW) | 0.1 | $761k | +3% | 3.0k | 251.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $744k | 19k | 39.19 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $735k | NEW | 17k | 42.72 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $727k | 8.1k | 89.33 |
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| Booking Holdings (BKNG) | 0.1 | $697k | +4% | 129.00 | 5399.27 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $685k | +4% | 67k | 10.27 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $684k | -19% | 16k | 42.79 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $681k | -27% | 9.9k | 69.08 |
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| Boston Scientific Corporation (BSX) | 0.1 | $674k | -18% | 6.9k | 97.63 |
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| Docusign (DOCU) | 0.1 | $659k | 9.1k | 72.09 |
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| Caterpillar (CAT) | 0.1 | $655k | +6% | 1.4k | 477.15 |
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| Humana (HUM) | 0.1 | $638k | +22% | 2.5k | 260.21 |
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| Nextera Energy (NEE) | 0.1 | $617k | +6% | 8.2k | 75.49 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $615k | +5% | 1.8k | 337.55 |
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| Royal Gold (RGLD) | 0.1 | $600k | 3.0k | 200.55 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $599k | -16% | 1.7k | 352.74 |
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| Teradyne (TER) | 0.1 | $598k | +9% | 4.3k | 137.64 |
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| Axon Enterprise (AXON) | 0.0 | $587k | NEW | 818.00 | 717.64 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $584k | -20% | 6.1k | 95.48 |
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| Enbridge (ENB) | 0.0 | $584k | 12k | 50.46 |
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| Micron Technology (MU) | 0.0 | $558k | +15% | 3.3k | 167.34 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $558k | -8% | 16k | 35.79 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $552k | +11% | 4.1k | 133.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $548k | +4% | 1.5k | 355.43 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $538k | 4.5k | 119.51 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $535k | 978.00 | 546.75 |
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| Philip Morris International (PM) | 0.0 | $529k | +11% | 3.3k | 162.21 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $516k | 5.8k | 89.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $511k | 764.00 | 669.22 |
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| Metropcs Communications (TMUS) | 0.0 | $511k | +36% | 2.1k | 239.38 |
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| Martin Marietta Materials (MLM) | 0.0 | $511k | -77% | 810.00 | 630.28 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.0 | $508k | 41k | 12.49 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $506k | NEW | 6.6k | 76.45 |
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| Intel Corporation (INTC) | 0.0 | $502k | +41% | 15k | 33.55 |
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| Transunion (TRU) | 0.0 | $497k | 5.9k | 83.78 |
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| Consolidated Edison (ED) | 0.0 | $495k | 4.9k | 100.53 |
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| Cisco Systems (CSCO) | 0.0 | $468k | +9% | 6.8k | 68.42 |
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| Marvell Technology (MRVL) | 0.0 | $465k | -18% | 5.5k | 84.06 |
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| Icici Bank Adr (IBN) | 0.0 | $464k | -25% | 15k | 30.23 |
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| Ge Aerospace Com New (GE) | 0.0 | $458k | -4% | 1.5k | 300.88 |
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| Tyler Technologies (TYL) | 0.0 | $457k | 874.00 | 523.16 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $453k | +5% | 5.7k | 79.94 |
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| L3harris Technologies (LHX) | 0.0 | $452k | +5% | 1.5k | 305.43 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $451k | 9.0k | 50.07 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $450k | 4.3k | 104.51 |
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| Keysight Technologies (KEYS) | 0.0 | $444k | +7% | 2.5k | 174.92 |
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| Sherwin-Williams Company (SHW) | 0.0 | $441k | +16% | 1.3k | 346.19 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $439k | 9.5k | 46.32 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $437k | 2.8k | 154.23 |
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| Eaton Corp SHS (ETN) | 0.0 | $437k | -18% | 1.2k | 374.25 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $435k | 5.5k | 78.91 |
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| Spdr Series Trust Comp Software (XSW) | 0.0 | $424k | 2.1k | 197.80 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $423k | +78% | 2.2k | 189.71 |
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| At&t (T) | 0.0 | $421k | +8% | 15k | 28.24 |
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| Dow (DOW) | 0.0 | $416k | +9% | 18k | 22.93 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $415k | -7% | 8.5k | 49.01 |
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| Frontline (FRO) | 0.0 | $411k | 18k | 22.79 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $406k | -54% | 7.7k | 53.03 |
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| Kla Corp Com New (KLAC) | 0.0 | $406k | +60% | 376.00 | 1078.60 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $404k | NEW | 1.2k | 332.69 |
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| Elanco Animal Health (ELAN) | 0.0 | $398k | 20k | 20.14 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $387k | +7% | 7.7k | 50.63 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $387k | 2.2k | 178.73 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $386k | +2% | 1.6k | 239.62 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $385k | NEW | 5.9k | 65.00 |
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| UnitedHealth (UNH) | 0.0 | $381k | +9% | 1.1k | 345.45 |
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| Middleby Corporation (MIDD) | 0.0 | $381k | 2.9k | 132.93 |
|
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| Iron Mountain (IRM) | 0.0 | $380k | +2% | 3.7k | 101.95 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $379k | +2% | 20k | 18.91 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $379k | +11% | 2.3k | 167.31 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $379k | 3.2k | 118.36 |
|
|
| McKesson Corporation (MCK) | 0.0 | $378k | +6% | 489.00 | 773.15 |
|
| Spdr Series Trust Bloomberg Invt (FLRN) | 0.0 | $373k | +48% | 12k | 30.86 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $372k | -76% | 1.5k | 246.55 |
|
| MercadoLibre (MELI) | 0.0 | $368k | -27% | 157.00 | 2344.10 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $366k | 1.4k | 259.64 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $363k | +2% | 2.1k | 174.25 |
|
| Dex (DXCM) | 0.0 | $361k | 5.4k | 67.29 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $354k | 6.8k | 52.30 |
|
|
| RPM International (RPM) | 0.0 | $354k | 3.0k | 117.88 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $352k | +2% | 5.2k | 67.06 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $346k | -22% | 13k | 27.30 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $344k | 4.7k | 73.41 |
|
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $343k | 6.9k | 49.98 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $342k | NEW | 18k | 19.56 |
|
| Apollo Global Mgmt (APO) | 0.0 | $335k | +16% | 2.5k | 133.25 |
|
| Universal Display Corporation (OLED) | 0.0 | $335k | 2.3k | 143.63 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $335k | +2% | 4.3k | 77.77 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $334k | NEW | 10k | 32.77 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $330k | -11% | 12k | 27.90 |
|
| Fortinet (FTNT) | 0.0 | $321k | +3% | 3.8k | 84.08 |
|
| BorgWarner (BWA) | 0.0 | $318k | -6% | 7.2k | 43.96 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $310k | 6.3k | 49.04 |
|
|
| Microchip Technology (MCHP) | 0.0 | $308k | -6% | 4.8k | 64.22 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $299k | +3% | 1.1k | 260.46 |
|
| Altria (MO) | 0.0 | $291k | +17% | 4.4k | 66.06 |
|
| Tidal Trust Ii Yieldmax Ultra O (ULTY) | 0.0 | $290k | NEW | 53k | 5.47 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $288k | 1.4k | 209.34 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $286k | -6% | 1.5k | 192.74 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $286k | 755.00 | 378.93 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $285k | -26% | 3.8k | 74.35 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $283k | +5% | 1.8k | 159.85 |
|
| Boeing Company (BA) | 0.0 | $274k | -28% | 1.3k | 215.91 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $273k | -6% | 5.2k | 52.25 |
|
| Trex Company (TREX) | 0.0 | $272k | 5.3k | 51.67 |
|
|
| Rbc Cad (RY) | 0.0 | $268k | 1.8k | 147.32 |
|
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $268k | NEW | 4.1k | 64.71 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $266k | 2.4k | 110.49 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $262k | 4.6k | 56.95 |
|
|
| Fiserv (FI) | 0.0 | $258k | +10% | 2.0k | 128.93 |
|
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.0 | $254k | 6.3k | 40.49 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $253k | 1.0k | 247.17 |
|
|
| Deere & Company (DE) | 0.0 | $249k | -8% | 545.00 | 456.85 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $242k | -27% | 1.1k | 219.54 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $241k | -54% | 4.8k | 49.79 |
|
| Applied Materials (AMAT) | 0.0 | $240k | -31% | 1.2k | 204.78 |
|
| IDEX Corporation (IEX) | 0.0 | $238k | 1.5k | 162.76 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $238k | -25% | 3.8k | 62.47 |
|
| Kkr & Co (KKR) | 0.0 | $233k | 1.8k | 129.94 |
|
|
| AutoZone (AZO) | 0.0 | $232k | NEW | 54.00 | 4290.24 |
|
| Gartner (IT) | 0.0 | $231k | +22% | 878.00 | 262.87 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $231k | -3% | 782.00 | 294.83 |
|
| ON Semiconductor (ON) | 0.0 | $230k | +2% | 4.7k | 49.31 |
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.0 | $228k | 4.4k | 52.27 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $226k | -15% | 6.4k | 35.43 |
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $224k | 22k | 10.17 |
|
|
| Ishares Tr Esg Select Scre (XVV) | 0.0 | $222k | NEW | 4.3k | 51.52 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $220k | 4.7k | 46.81 |
|
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $219k | 3.2k | 68.94 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $217k | +11% | 4.8k | 45.10 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $216k | -3% | 995.00 | 216.65 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $215k | 2.4k | 89.77 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $214k | 6.8k | 31.62 |
|
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $212k | -8% | 3.2k | 65.87 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $212k | NEW | 2.5k | 84.11 |
|
| Nrg Energy Com New (NRG) | 0.0 | $210k | NEW | 1.3k | 162.01 |
|
| Tractor Supply Company (TSCO) | 0.0 | $209k | NEW | 3.7k | 56.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $209k | NEW | 635.00 | 328.96 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $209k | -37% | 3.1k | 67.51 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $208k | NEW | 1.7k | 121.06 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $206k | -4% | 5.5k | 37.40 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $204k | -17% | 3.6k | 57.11 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $195k | NEW | 12k | 17.01 |
|
| BCB Ban (BCBP) | 0.0 | $123k | 14k | 8.68 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $117k | 11k | 10.86 |
|
|
| Pimco High Income Com Shs (PHK) | 0.0 | $62k | +2% | 12k | 5.04 |
|
| Fibrobiologics Com Shs (FBLG) | 0.0 | $21k | 38k | 0.55 |
|
Past Filings by RMR Wealth Builders
SEC 13F filings are viewable for RMR Wealth Builders going back to 2019
- RMR Wealth Builders 2025 Q3 filed Nov. 5, 2025
- RMR Wealth Builders 2025 Q2 filed July 8, 2025
- RMR Wealth Builders 2025 Q1 filed April 16, 2025
- RMR Wealth Builders 2024 Q4 restated filed Jan. 14, 2025
- RMR Wealth Builders 2024 Q4 filed Jan. 10, 2025
- RMR Wealth Builders 2024 Q3 filed Oct. 21, 2024
- RMR Wealth Builders 2024 Q2 filed July 23, 2024
- 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