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 36.85% of RMR Wealth Builders's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$11M), VTV, VCSH, VOO, VUG, AMD, IJH, FMB, FTRB, MMM.
- Started 24 new stock positions in PLTR, BUD, ZBH, BABA, PPH, FTRB, RY, SONY, RTX, ON. Te Connectivity, SCHX, RACE, VALE, SDY, PSA, IAI, SPDW, IBB, SCHM, MMM, GE, ARES, SPLG.
- Reduced shares in these 10 stocks: , ABT, DE, IWF, PECO, NVDA, SPY, XLI, ANET, LRCX.
- Sold out of its positions in ABT, BLK, MUJ, BA, DE, F, IHI, LRCX, OXY, MINT. PINS, STM, TGT, TEL.
- RMR Wealth Builders was a net buyer of stock by $41M.
- RMR Wealth Builders has $944M in assets under management (AUM), dropping by 8.30%.
- Central Index Key (CIK): 0001803848
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Portfolio Holdings for RMR Wealth Builders
RMR Wealth Builders holds 260 positions in its portfolio as reported in the September 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) | 8.5 | $80M | +4% | 151k | 529.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 8.4 | $80M | +3% | 208k | 383.93 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.0 | $76M | +6% | 435k | 174.57 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.6 | $71M | +3% | 1.1M | 62.32 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.3 | $41M | -2% | 109k | 375.38 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.0 | $38M | +3% | 488k | 78.05 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.8 | $36M | +12% | 457k | 79.42 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $31M | 258k | 121.45 |
|
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| Apple (AAPL) | 2.9 | $28M | 119k | 233.00 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.7 | $26M | 136k | 189.80 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.4 | $23M | +7% | 213k | 106.19 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $22M | +2% | 190k | 116.96 |
|
| Microsoft Corporation (MSFT) | 2.2 | $21M | 48k | 430.30 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.7 | $16M | +8% | 150k | 108.63 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 1.6 | $15M | +12% | 284k | 51.96 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.5 | $14M | +9% | 706k | 20.01 |
|
| Amazon (AMZN) | 1.4 | $13M | 69k | 186.33 |
|
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.3 | $12M | +12% | 127k | 95.50 |
|
| Broadcom (AVGO) | 1.3 | $12M | +894% | 70k | 172.63 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.2 | $12M | +12% | 231k | 50.28 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $9.7M | -5% | 17k | 573.78 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $8.6M | +7% | 39k | 220.89 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $8.0M | 14k | 569.65 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $6.7M | 32k | 210.86 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $6.5M | -2% | 11k | 572.42 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $5.5M | +2% | 11k | 488.06 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $5.2M | 62k | 83.63 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $4.6M | +8% | 95k | 48.98 |
|
| Home Depot (HD) | 0.5 | $4.5M | 11k | 405.21 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $4.5M | +2% | 20k | 225.76 |
|
| Visa Com Cl A (V) | 0.4 | $4.2M | +4% | 15k | 274.96 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.2M | -2% | 4.7k | 886.48 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.1M | +2% | 4.6k | 885.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.7M | 8.1k | 460.26 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.7M | 22k | 167.19 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.7M | -4% | 22k | 165.85 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.6M | 31k | 117.22 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $3.4M | +386% | 21k | 164.08 |
|
| Netflix (NFLX) | 0.3 | $3.3M | -2% | 4.6k | 709.30 |
|
| Merck & Co (MRK) | 0.3 | $3.0M | 26k | 113.56 |
|
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| Verizon Communications (VZ) | 0.3 | $2.9M | 64k | 44.91 |
|
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| Arista Networks (ANET) | 0.3 | $2.7M | -14% | 7.1k | 383.82 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $2.7M | -4% | 5.5k | 491.27 |
|
| Coca-Cola Company (KO) | 0.3 | $2.7M | 37k | 72.34 |
|
|
| Constellation Energy (CEG) | 0.3 | $2.6M | -3% | 10k | 260.01 |
|
| Chevron Corporation (CVX) | 0.3 | $2.6M | 18k | 147.27 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.5M | 30k | 83.15 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.5M | 4.8k | 517.75 |
|
|
| Tesla Motors (TSLA) | 0.2 | $2.3M | +5% | 8.9k | 261.62 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.2 | $2.3M | -21% | 61k | 37.81 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.2M | 5.3k | 423.14 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.2M | 28k | 80.75 |
|
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.2M | -3% | 4.5k | 493.78 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.2M | 55k | 39.68 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $2.1M | -2% | 8.7k | 246.49 |
|
| salesforce (CRM) | 0.2 | $2.1M | -7% | 7.8k | 273.72 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.1M | 12k | 173.20 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.1M | +45% | 7.5k | 280.46 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | -2% | 10k | 197.48 |
|
| UnitedHealth (UNH) | 0.2 | $2.0M | -4% | 3.4k | 584.66 |
|
| American Express Company (AXP) | 0.2 | $1.9M | -3% | 7.1k | 271.22 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $1.9M | 8.7k | 223.09 |
|
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| American Tower Reit (AMT) | 0.2 | $1.9M | -2% | 8.0k | 232.56 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.9M | -5% | 5.2k | 353.48 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.8M | 12k | 154.02 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.8M | -8% | 3.9k | 465.03 |
|
| Goldman Sachs (GS) | 0.2 | $1.8M | +5% | 3.6k | 495.05 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.8M | 2.1k | 833.40 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.7M | +25% | 41k | 41.77 |
|
| Linde SHS (LIN) | 0.2 | $1.7M | -4% | 3.5k | 476.84 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.7M | 14k | 115.30 |
|
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | 2.8k | 584.63 |
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| Honeywell International (HON) | 0.2 | $1.6M | 7.9k | 206.71 |
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| Waste Management (WM) | 0.2 | $1.6M | +2% | 7.8k | 207.59 |
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| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.2 | $1.6M | NEW | 63k | 25.86 |
|
| 3M Company (MMM) | 0.2 | $1.6M | NEW | 12k | 136.70 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.5M | -3% | 5.1k | 304.50 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.5M | +3% | 9.9k | 153.13 |
|
| Public Service Enterprise (PEG) | 0.2 | $1.5M | -8% | 17k | 89.21 |
|
| S&p Global (SPGI) | 0.2 | $1.5M | -4% | 2.9k | 516.54 |
|
| Intuit (INTU) | 0.2 | $1.4M | -2% | 2.3k | 621.10 |
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| Qualcomm (QCOM) | 0.2 | $1.4M | -6% | 8.5k | 170.06 |
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| Cme (CME) | 0.2 | $1.4M | 6.5k | 220.65 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.4M | 3.7k | 389.12 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | -16% | 2.1k | 618.63 |
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| Chubb (CB) | 0.1 | $1.3M | 4.4k | 288.38 |
|
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | -7% | 6.0k | 206.57 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.2M | NEW | 18k | 67.51 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.2M | -13% | 14k | 88.14 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.2M | +3% | 6.9k | 173.68 |
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| Fidelity National Information Services (FIS) | 0.1 | $1.2M | -5% | 14k | 83.75 |
|
| Corning Incorporated (GLW) | 0.1 | $1.2M | -5% | 26k | 45.15 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $1.2M | +24% | 11k | 109.64 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $1.1M | 1.2k | 924.50 |
|
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| General Motors Company (GM) | 0.1 | $1.1M | 25k | 44.84 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.1M | +5% | 20k | 57.62 |
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| PNC Financial Services (PNC) | 0.1 | $1.1M | 6.1k | 184.84 |
|
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.1M | +35% | 13k | 83.21 |
|
| Nucor Corporation (NUE) | 0.1 | $1.1M | +3% | 7.1k | 150.34 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.1M | -8% | 6.6k | 160.64 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.1M | +9% | 4.3k | 245.44 |
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| CoStar (CSGP) | 0.1 | $1.1M | 14k | 75.44 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.0M | -5% | 23k | 45.32 |
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| Uber Technologies (UBER) | 0.1 | $1.0M | -5% | 14k | 75.16 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $973k | +29% | 43k | 22.72 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $934k | 15k | 62.88 |
|
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $922k | 9.6k | 95.94 |
|
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $915k | -16% | 10k | 87.80 |
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| CSX Corporation (CSX) | 0.1 | $897k | 26k | 34.53 |
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| Dow (DOW) | 0.1 | $890k | 16k | 54.63 |
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| Paccar (PCAR) | 0.1 | $877k | 8.9k | 98.68 |
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| Gilead Sciences (GILD) | 0.1 | $871k | 10k | 83.84 |
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| Nextera Energy (NEE) | 0.1 | $848k | +5% | 10k | 84.53 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $847k | +11% | 32k | 26.65 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $845k | 3.7k | 230.50 |
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| Shopify Cl A (SHOP) | 0.1 | $845k | +3% | 11k | 80.14 |
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| Johnson & Johnson (JNJ) | 0.1 | $830k | +4% | 5.1k | 162.06 |
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| Truist Financial Corp equities (TFC) | 0.1 | $806k | 19k | 42.77 |
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| Guidewire Software (GWRE) | 0.1 | $800k | 4.4k | 182.94 |
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| Boston Scientific Corporation (BSX) | 0.1 | $741k | 8.8k | 83.80 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $728k | -7% | 65k | 11.27 |
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| Citigroup Com New (C) | 0.1 | $726k | +2% | 12k | 62.60 |
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| Palo Alto Networks (PANW) | 0.1 | $722k | +6% | 2.1k | 341.81 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
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| Walt Disney Company (DIS) | 0.1 | $687k | +19% | 7.1k | 96.19 |
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| Twilio Cl A (TWLO) | 0.1 | $678k | 10k | 65.22 |
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| Lowe's Companies (LOW) | 0.1 | $671k | -21% | 2.5k | 270.85 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $667k | -10% | 13k | 50.14 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $658k | 22k | 30.37 |
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| Humana (HUM) | 0.1 | $658k | 2.1k | 316.80 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $637k | NEW | 9.4k | 67.85 |
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| Icici Bank Adr (IBN) | 0.1 | $633k | +2% | 21k | 29.85 |
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| Transunion (TRU) | 0.1 | $617k | 5.9k | 104.70 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $611k | 13k | 48.14 |
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| Intel Corporation (INTC) | 0.1 | $608k | -2% | 26k | 23.46 |
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| Teradyne (TER) | 0.1 | $608k | -10% | 4.5k | 133.93 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $606k | 6.3k | 95.90 |
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| Capital One Financial (COF) | 0.1 | $599k | 4.0k | 149.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $596k | +3% | 15k | 41.12 |
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| Fastenal Company (FAST) | 0.1 | $582k | 8.1k | 71.42 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $574k | -11% | 44k | 13.12 |
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| Eaton Corp SHS (ETN) | 0.1 | $566k | +31% | 1.7k | 331.44 |
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| Docusign (DOCU) | 0.1 | $566k | 9.1k | 62.09 |
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| Becton, Dickinson and (BDX) | 0.1 | $562k | -2% | 2.3k | 241.06 |
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| Electronic Arts (EA) | 0.1 | $556k | 3.9k | 143.44 |
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| Microchip Technology (MCHP) | 0.1 | $555k | -14% | 6.9k | 80.29 |
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| Caterpillar (CAT) | 0.1 | $553k | -31% | 1.4k | 391.12 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $538k | 4.5k | 119.61 |
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| International Business Machines (IBM) | 0.1 | $536k | +4% | 2.4k | 221.04 |
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| Marvell Technology (MRVL) | 0.1 | $529k | +10% | 7.3k | 72.12 |
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| Booking Holdings (BKNG) | 0.1 | $522k | 124.00 | 4212.12 |
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| Applied Materials (AMAT) | 0.1 | $520k | -5% | 2.6k | 202.07 |
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| Tyler Technologies (TYL) | 0.1 | $511k | 875.00 | 583.72 |
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| MarketAxess Holdings (MKTX) | 0.1 | $502k | 2.0k | 256.20 |
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| Universal Display Corporation (OLED) | 0.1 | $489k | 2.3k | 209.90 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $480k | 7.4k | 64.81 |
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| TJX Companies (TJX) | 0.1 | $479k | -2% | 4.1k | 117.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $473k | +9% | 820.00 | 576.65 |
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| Enbridge (ENB) | 0.0 | $466k | 12k | 40.61 |
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| Iron Mountain (IRM) | 0.0 | $465k | -6% | 3.9k | 119.55 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $461k | 5.5k | 83.32 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $461k | 9.0k | 51.12 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $456k | 15k | 30.85 |
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| MercadoLibre (MELI) | 0.0 | $452k | -5% | 220.00 | 2056.45 |
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| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $450k | -6% | 15k | 29.82 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $444k | NEW | 5.3k | 83.09 |
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| Paypal Holdings (PYPL) | 0.0 | $443k | +31% | 5.7k | 78.03 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.0 | $435k | NEW | 3.4k | 128.58 |
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| Royal Gold (RGLD) | 0.0 | $433k | 3.1k | 140.28 |
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| Morgan Stanley Com New (MS) | 0.0 | $428k | +14% | 4.1k | 104.24 |
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| A. O. Smith Corporation (AOS) | 0.0 | $420k | 4.7k | 89.83 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $420k | +8% | 3.8k | 110.62 |
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| Sherwin-Williams Company (SHW) | 0.0 | $415k | 1.1k | 381.66 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $410k | -15% | 4.9k | 82.95 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $410k | NEW | 11k | 37.56 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $408k | +28% | 1.3k | 314.48 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $406k | -3% | 9.3k | 43.59 |
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| Keysight Technologies (KEYS) | 0.0 | $401k | +16% | 2.5k | 158.93 |
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| Scotts Miracle-gro Cl A (SMG) | 0.0 | $399k | 4.6k | 86.70 |
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| Middleby Corporation (MIDD) | 0.0 | $399k | 2.9k | 139.13 |
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| Snap Cl A (SNAP) | 0.0 | $397k | 37k | 10.70 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $394k | 2.0k | 200.41 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $392k | -56% | 2.9k | 135.46 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $390k | +17% | 3.3k | 119.07 |
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| Frontline (FRO) | 0.0 | $387k | +2% | 17k | 23.47 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $386k | +4% | 1.9k | 198.62 |
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| Cisco Systems (CSCO) | 0.0 | $373k | +16% | 7.0k | 53.22 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $372k | NEW | 2.6k | 142.06 |
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| Gartner (IT) | 0.0 | $367k | 725.00 | 506.76 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $367k | +10% | 19k | 19.64 |
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| RPM International (RPM) | 0.0 | $363k | 3.0k | 121.00 |
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| Dex (DXCM) | 0.0 | $357k | 5.3k | 67.04 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $353k | +5% | 4.2k | 84.52 |
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| Trex Company (TREX) | 0.0 | $351k | -8% | 5.3k | 66.58 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $350k | +5% | 6.8k | 51.13 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $343k | 2.5k | 135.09 |
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| Consolidated Edison (ED) | 0.0 | $343k | -4% | 3.3k | 104.14 |
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| L3harris Technologies (LHX) | 0.0 | $331k | 1.4k | 237.87 |
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| Fiserv (FI) | 0.0 | $325k | -17% | 1.8k | 179.65 |
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| Metropcs Communications (TMUS) | 0.0 | $322k | 1.6k | 206.36 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $319k | +5% | 6.2k | 51.53 |
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| BorgWarner (BWA) | 0.0 | $319k | +20% | 8.8k | 36.29 |
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| Philip Morris International (PM) | 0.0 | $316k | +2% | 2.6k | 121.40 |
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| IDEX Corporation (IEX) | 0.0 | $308k | 1.4k | 214.50 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $305k | 7.8k | 39.20 |
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| Fortinet (FTNT) | 0.0 | $302k | +3% | 3.9k | 77.55 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $296k | 6.1k | 48.45 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $295k | -14% | 1.6k | 182.48 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $292k | 5.6k | 51.74 |
|
|
| Micron Technology (MU) | 0.0 | $291k | 2.8k | 103.72 |
|
|
| Elanco Animal Health (ELAN) | 0.0 | $291k | -14% | 20k | 14.69 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $289k | +5% | 1.2k | 248.67 |
|
| At&t (T) | 0.0 | $286k | -7% | 13k | 22.00 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $285k | -13% | 3.9k | 73.68 |
|
| Ge Aerospace Com New (GE) | 0.0 | $282k | NEW | 1.5k | 188.62 |
|
| ConocoPhillips (COP) | 0.0 | $281k | 2.7k | 105.26 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $281k | 1.7k | 162.91 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $277k | 4.2k | 65.99 |
|
|
| Nike CL B (NKE) | 0.0 | $275k | -3% | 3.1k | 88.77 |
|
| Prologis (PLD) | 0.0 | $271k | -3% | 2.1k | 126.31 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $271k | -30% | 8.2k | 33.23 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $263k | NEW | 1.8k | 145.59 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $262k | NEW | 7.0k | 37.20 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $258k | +7% | 1.4k | 178.22 |
|
| Oracle Corporation (ORCL) | 0.0 | $252k | -4% | 1.5k | 170.40 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $251k | NEW | 2.1k | 121.14 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $246k | 752.00 | 326.65 |
|
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $244k | 22k | 11.04 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $242k | -5% | 450.00 | 538.25 |
|
| Block Cl A (SQ) | 0.0 | $241k | +6% | 3.6k | 67.13 |
|
| Selective Insurance (SIGI) | 0.0 | $239k | 2.6k | 93.31 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $235k | NEW | 1.5k | 155.88 |
|
| McKesson Corporation (MCK) | 0.0 | $233k | 471.00 | 494.77 |
|
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $233k | 3.8k | 61.35 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $231k | +2% | 874.00 | 263.73 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $230k | -60% | 2.5k | 90.41 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $230k | NEW | 2.2k | 106.12 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $229k | 1.0k | 220.86 |
|
|
| Rbc Cad (RY) | 0.0 | $227k | NEW | 1.8k | 124.73 |
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.0 | $227k | -6% | 4.6k | 48.87 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $225k | -6% | 7.0k | 32.15 |
|
| Align Technology (ALGN) | 0.0 | $216k | 851.00 | 254.32 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $216k | 7.0k | 30.91 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $211k | -5% | 273.00 | 774.41 |
|
| Te Connectivity Ord Shs | 0.0 | $209k | NEW | 1.4k | 150.99 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $208k | NEW | 2.2k | 95.03 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $205k | -3% | 797.00 | 257.56 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $204k | NEW | 435.00 | 469.98 |
|
| ON Semiconductor (ON) | 0.0 | $203k | NEW | 2.8k | 72.61 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $202k | NEW | 3.1k | 66.30 |
|
| Zimmer Holdings (ZBH) | 0.0 | $202k | NEW | 1.9k | 107.94 |
|
| Bgc Group Cl A (BGC) | 0.0 | $202k | 22k | 9.18 |
|
|
| Public Storage (PSA) | 0.0 | $202k | NEW | 554.00 | 363.85 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $200k | NEW | 2.1k | 96.58 |
|
| BCB Ban (BCBP) | 0.0 | $164k | 13k | 12.34 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $126k | NEW | 11k | 11.68 |
|
| Fibrobiologics Com Shs (FBLG) | 0.0 | $118k | +2% | 38k | 3.09 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $74k | -14% | 11k | 6.85 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $57k | +2% | 11k | 5.01 |
|
| Meta Financial (CASH) | 0.0 | $40k | +60% | 22k | 1.86 |
|
Past Filings by RMR Wealth Builders
SEC 13F filings are viewable for RMR Wealth Builders going back to 2019
- 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
- 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