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, IEFA, and represent 37.87% of RMR Wealth Builders's stock portfolio.
- Added to shares of these 10 stocks: PRMR (+$45M), CGMU (+$9.3M), NFLX, VOO, VTV, IEFA, XLK, SCHO, GE, PGR.
- Started 20 new stock positions in ABT, IVW, VGK, CBNA, VMI, VRT, CGMU, BPRE, GEV, SYK. PGR, WFC, IDXX, JCI, BSCR, CLOI, FTMH, FEOE, PRMR, IVE.
- Reduced shares in these 10 stocks: IJR (-$24M), IJH (-$21M), MUB, FMB, LMT, IWM, , PSX, AVGO, IETC.
- Sold out of its positions in BCBP, DOW, DKNG, FDLO, FIS, FI, GBTC, BTC, IRM, PFF.
- RMR Wealth Builders was a net buyer of stock by $44M.
- RMR Wealth Builders has $1.2B in assets under management (AUM), dropping by 4.60%.
- Central Index Key (CIK): 0001803848
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Portfolio Holdings for RMR Wealth Builders
RMR Wealth Builders holds 275 positions in its portfolio as reported in the December 2025 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) | 9.4 | $118M | +3% | 188k | 627.13 |
|
| Vanguard Index Fds Growth Etf (VUG) | 9.3 | $116M | 238k | 487.86 |
|
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| Vanguard Index Fds Value Etf (VTV) | 8.5 | $106M | +4% | 556k | 190.99 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.0 | $75M | -21% | 1.1M | 66.00 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.7 | $58M | +7% | 651k | 89.46 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.8 | $48M | 101k | 473.30 |
|
|
| NVIDIA Corporation (NVDA) | 3.8 | $47M | 253k | 186.50 |
|
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| Northern Lts Fd Tr Ii Peakshares Rmr (PRMR) | 3.6 | $45M | NEW | 1.8M | 24.90 |
|
| Apple (AAPL) | 2.9 | $36M | +4% | 133k | 271.86 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.5 | $31M | +6% | 288k | 106.70 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.3 | $29M | 138k | 210.34 |
|
|
| Microsoft Corporation (MSFT) | 2.0 | $25M | +2% | 51k | 483.62 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.6 | $21M | +8% | 1.0M | 20.05 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.4 | $18M | +8% | 189k | 94.82 |
|
| Amazon (AMZN) | 1.4 | $17M | +2% | 74k | 230.82 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.3 | $16M | -17% | 316k | 51.13 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $16M | +20% | 657k | 24.37 |
|
| Broadcom (AVGO) | 1.3 | $16M | -7% | 46k | 346.10 |
|
| Ishares Tr National Mun Etf (MUB) | 1.2 | $15M | -20% | 144k | 107.11 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $12M | +3% | 38k | 322.22 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $12M | +8% | 18k | 681.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $9.6M | +3% | 31k | 313.80 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.7 | $9.3M | NEW | 338k | 27.38 |
|
| Meta Platforms Cl A (META) | 0.7 | $8.9M | +5% | 14k | 660.11 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $8.7M | -3% | 14k | 603.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $7.7M | +2% | 13k | 614.30 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $7.3M | -20% | 30k | 246.16 |
|
| Tesla Motors (TSLA) | 0.5 | $6.7M | +12% | 15k | 449.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $6.6M | +2% | 13k | 502.65 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $6.3M | -79% | 53k | 120.18 |
|
| Visa Com Cl A (V) | 0.5 | $6.1M | 17k | 350.71 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.1M | +9% | 19k | 313.00 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $6.0M | +5% | 5.6k | 1074.74 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $5.9M | 62k | 96.03 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $5.8M | +98% | 40k | 143.97 |
|
| Advanced Micro Devices (AMD) | 0.4 | $5.3M | +2% | 25k | 214.16 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.4 | $5.3M | +16% | 208k | 25.39 |
|
| Netflix (NFLX) | 0.4 | $5.1M | +927% | 55k | 93.76 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $5.0M | +13% | 5.8k | 862.30 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.8M | +6% | 40k | 120.34 |
|
| Home Depot (HD) | 0.4 | $4.6M | +3% | 13k | 344.10 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $4.6M | +9% | 8.1k | 566.36 |
|
| Wal-Mart Stores (WMT) | 0.4 | $4.6M | +7% | 41k | 111.41 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $4.4M | 165k | 26.91 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $4.4M | +4% | 9.4k | 468.76 |
|
| Constellation Energy (CEG) | 0.3 | $4.1M | +7% | 12k | 353.26 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $4.0M | +3% | 31k | 131.03 |
|
| Goldman Sachs (GS) | 0.3 | $3.9M | +16% | 4.5k | 878.96 |
|
| Chevron Corporation (CVX) | 0.3 | $3.7M | +8% | 25k | 152.41 |
|
| American Express Company (AXP) | 0.3 | $3.6M | +7% | 9.6k | 369.96 |
|
| Verizon Communications (VZ) | 0.3 | $3.5M | +9% | 86k | 40.73 |
|
| International Business Machines (IBM) | 0.3 | $3.4M | +7% | 12k | 296.21 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.4M | 22k | 154.14 |
|
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| Palantir Technologies Cl A (PLTR) | 0.3 | $3.3M | +7% | 18k | 177.75 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $3.2M | 40k | 80.22 |
|
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $3.1M | 9.2k | 342.97 |
|
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| Corning Incorporated (GLW) | 0.2 | $3.0M | -3% | 34k | 87.56 |
|
| TJX Companies (TJX) | 0.2 | $3.0M | +8% | 19k | 153.61 |
|
| 3M Company (MMM) | 0.2 | $2.8M | +13% | 17k | 160.10 |
|
| salesforce (CRM) | 0.2 | $2.8M | +30% | 11k | 264.90 |
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| Palo Alto Networks (PANW) | 0.2 | $2.7M | +20% | 15k | 184.20 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.7M | +15% | 3.5k | 771.89 |
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| Oracle Corporation (ORCL) | 0.2 | $2.6M | +24% | 14k | 194.91 |
|
| Linde SHS (LIN) | 0.2 | $2.6M | +26% | 6.2k | 426.40 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.6M | +8% | 5.8k | 453.36 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.6M | +12% | 8.6k | 305.62 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.6M | +14% | 4.5k | 579.40 |
|
| Ge Aerospace Com New (GE) | 0.2 | $2.6M | +451% | 8.4k | 308.03 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.6M | +16% | 22k | 117.21 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.5M | -8% | 4.4k | 570.84 |
|
| Waste Management (WM) | 0.2 | $2.5M | +18% | 12k | 219.71 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.5M | +8% | 18k | 143.31 |
|
| Uber Technologies (UBER) | 0.2 | $2.5M | +20% | 31k | 81.71 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $2.5M | +23% | 95k | 26.68 |
|
| Intuit (INTU) | 0.2 | $2.5M | +14% | 3.8k | 662.48 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.4M | 29k | 82.82 |
|
|
| American Tower Reit (AMT) | 0.2 | $2.3M | +7% | 13k | 175.56 |
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| Qualcomm (QCOM) | 0.2 | $2.3M | +14% | 13k | 171.05 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.2M | -3% | 2.0k | 1070.04 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.1M | -7% | 4.3k | 480.61 |
|
| General Motors Company (GM) | 0.2 | $2.0M | 25k | 81.32 |
|
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| Progressive Corporation (PGR) | 0.1 | $1.9M | NEW | 8.2k | 227.72 |
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| Blackrock (BLK) | 0.1 | $1.9M | -19% | 1.7k | 1070.39 |
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| Gilead Sciences (GILD) | 0.1 | $1.7M | +4% | 14k | 122.74 |
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| Marsh & McLennan Companies | 0.1 | $1.7M | 9.1k | 185.52 |
|
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.7M | -2% | 19k | 89.43 |
|
| Abbvie (ABBV) | 0.1 | $1.7M | -4% | 7.3k | 228.48 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.7M | +4% | 5.5k | 303.88 |
|
| Servicenow (NOW) | 0.1 | $1.6M | +421% | 10k | 153.18 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $1.6M | +47% | 33k | 47.35 |
|
| Cme (CME) | 0.1 | $1.5M | -16% | 5.6k | 273.08 |
|
| Twilio Cl A (TWLO) | 0.1 | $1.5M | 10k | 142.24 |
|
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| Honeywell International (HON) | 0.1 | $1.5M | 7.6k | 195.09 |
|
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| PNC Financial Services (PNC) | 0.1 | $1.4M | +9% | 6.8k | 208.72 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $1.4M | -5% | 9.2k | 154.80 |
|
| Citigroup Com New (C) | 0.1 | $1.4M | 12k | 116.69 |
|
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| Coca-Cola Company (KO) | 0.1 | $1.4M | 20k | 69.91 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | 14k | 96.27 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.3M | -5% | 8.4k | 160.97 |
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| Chain Bridge Bancorp Cl A (CBNA) | 0.1 | $1.3M | NEW | 39k | 34.64 |
|
| Micron Technology (MU) | 0.1 | $1.3M | +38% | 4.6k | 285.40 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | +21% | 6.3k | 206.94 |
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| Public Service Enterprise (PEG) | 0.1 | $1.3M | -5% | 16k | 80.30 |
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| Merck & Co (MRK) | 0.1 | $1.3M | +11% | 12k | 105.26 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | -12% | 42k | 29.89 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $1.3M | +57% | 43k | 28.84 |
|
| Capital One Financial (COF) | 0.1 | $1.2M | +5% | 5.0k | 242.35 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.2M | +2% | 6.5k | 177.54 |
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| Chubb (CB) | 0.1 | $1.2M | 3.7k | 312.10 |
|
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $1.1M | +43% | 25k | 45.57 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.1M | 37k | 30.07 |
|
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| CVS Caremark Corporation (CVS) | 0.1 | $1.1M | +5% | 14k | 79.36 |
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| CoStar (CSGP) | 0.1 | $1.1M | 16k | 67.24 |
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| Caterpillar (CAT) | 0.1 | $1.1M | +34% | 1.8k | 572.99 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $1.0M | +8% | 44k | 22.91 |
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| Truist Financial Corp equities (TFC) | 0.1 | $999k | +4% | 20k | 49.21 |
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| CSX Corporation (CSX) | 0.1 | $990k | 27k | 36.25 |
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| Teradyne (TER) | 0.1 | $988k | +17% | 5.1k | 193.56 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $973k | +2% | 2.6k | 373.46 |
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| Bank of America Corporation (BAC) | 0.1 | $965k | +4% | 18k | 55.00 |
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| Walt Disney Company (DIS) | 0.1 | $964k | 8.5k | 113.77 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $963k | -31% | 18k | 54.77 |
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| Paccar (PCAR) | 0.1 | $954k | 8.7k | 109.51 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $948k | 6.8k | 139.15 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $909k | 38k | 24.04 |
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| Monolithic Power Systems (MPWR) | 0.1 | $868k | -4% | 958.00 | 906.36 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $828k | -2% | 2.9k | 287.25 |
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| ConocoPhillips (COP) | 0.1 | $826k | 8.8k | 93.61 |
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| Electronic Arts (EA) | 0.1 | $812k | 4.0k | 204.33 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $799k | -5% | 4.6k | 173.49 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $795k | -2% | 16k | 51.10 |
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| Union Pacific Corporation (UNP) | 0.1 | $782k | 3.4k | 231.32 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $780k | 13k | 60.39 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $757k | -38% | 21k | 35.57 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $749k | +6% | 4.4k | 171.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $736k | +20% | 1.9k | 396.25 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $721k | 16k | 44.41 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $721k | +2% | 20k | 37.00 |
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| Guidewire Software (GWRE) | 0.1 | $715k | 3.6k | 201.01 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $711k | +25% | 8.3k | 85.37 |
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| Spdr Series Trust State Street Spd (SHM) | 0.1 | $700k | -19% | 15k | 47.99 |
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| Intercontinental Exchange (ICE) | 0.1 | $699k | -7% | 4.3k | 161.96 |
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| Booking Holdings (BKNG) | 0.1 | $698k | 130.00 | 5368.92 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $685k | 9.9k | 69.43 |
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| Boston Scientific Corporation (BSX) | 0.1 | $685k | +4% | 7.2k | 95.35 |
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| Royal Gold (RGLD) | 0.1 | $667k | 3.0k | 222.30 |
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| Fastenal Company (FAST) | 0.1 | $664k | 17k | 40.13 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $662k | 66k | 10.09 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $651k | +56% | 3.5k | 183.42 |
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| Nextera Energy (NEE) | 0.1 | $650k | 8.1k | 80.28 |
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| Humana (HUM) | 0.1 | $628k | 2.5k | 256.17 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $627k | +5% | 1.0k | 605.01 |
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| Docusign (DOCU) | 0.1 | $625k | 9.1k | 68.40 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $625k | +36% | 5.9k | 106.71 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $610k | 6.1k | 99.91 |
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| Enbridge (ENB) | 0.0 | $565k | +2% | 12k | 47.83 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $552k | +60% | 28k | 19.58 |
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| Cisco Systems (CSCO) | 0.0 | $543k | +3% | 7.1k | 77.03 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $540k | +48% | 12k | 44.71 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $537k | 4.5k | 119.35 |
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| Bluerock Pvt Real Estate (BPRE) | 0.0 | $536k | NEW | 36k | 15.00 |
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| Intel Corporation (INTC) | 0.0 | $536k | -2% | 15k | 36.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $535k | +2% | 780.00 | 685.27 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $531k | 5.8k | 92.29 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $531k | -53% | 1.5k | 360.15 |
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| Marvell Technology (MRVL) | 0.0 | $525k | +11% | 6.2k | 84.98 |
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| Philip Morris International (PM) | 0.0 | $519k | 3.2k | 160.42 |
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| Keysight Technologies (KEYS) | 0.0 | $511k | 2.5k | 203.19 |
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| Transunion (TRU) | 0.0 | $508k | 5.9k | 85.75 |
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| Martin Marietta Materials (MLM) | 0.0 | $506k | 812.00 | 622.66 |
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| Phillips 66 (PSX) | 0.0 | $505k | -73% | 3.9k | 129.05 |
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| Axon Enterprise (AXON) | 0.0 | $500k | +7% | 881.00 | 567.93 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $493k | +90% | 1.9k | 252.94 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $491k | -14% | 13k | 36.85 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $488k | -17% | 1.4k | 349.99 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $487k | +20% | 1.8k | 268.32 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.0 | $485k | -5% | 38k | 12.64 |
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| Lowe's Companies (LOW) | 0.0 | $484k | -33% | 2.0k | 241.21 |
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| Consolidated Edison (ED) | 0.0 | $484k | 4.9k | 99.31 |
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| Icici Bank Adr (IBN) | 0.0 | $458k | 15k | 29.80 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $456k | +5% | 1.3k | 357.17 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $454k | 5.5k | 82.32 |
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| Ge Vernova (GEV) | 0.0 | $450k | NEW | 688.00 | 653.90 |
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| Eaton Corp SHS (ETN) | 0.0 | $448k | +20% | 1.4k | 318.54 |
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| Elanco Animal Health (ELAN) | 0.0 | $448k | 20k | 22.63 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $443k | 10k | 43.55 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $439k | +2% | 2.3k | 191.52 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $433k | -4% | 8.6k | 50.29 |
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| L3harris Technologies (LHX) | 0.0 | $432k | 1.5k | 293.61 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $430k | -4% | 5.4k | 79.74 |
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| Middleby Corporation (MIDD) | 0.0 | $426k | 2.9k | 148.67 |
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| Metropcs Communications (TMUS) | 0.0 | $426k | 2.1k | 203.05 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $412k | +40% | 8.3k | 49.65 |
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| Sherwin-Williams Company (SHW) | 0.0 | $412k | 1.3k | 324.02 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $410k | 1.8k | 226.18 |
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| Apollo Global Mgmt (APO) | 0.0 | $406k | +11% | 2.8k | 144.77 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $403k | 7.6k | 52.88 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $402k | NEW | 20k | 19.74 |
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| Frontline (FRO) | 0.0 | $396k | 18k | 21.82 |
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| Tyler Technologies (TYL) | 0.0 | $395k | 870.00 | 453.95 |
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| McKesson Corporation (MCK) | 0.0 | $388k | -3% | 473.00 | 820.25 |
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| At&t (T) | 0.0 | $385k | +3% | 16k | 24.84 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $381k | 20k | 18.82 |
|
|
| Rbb Fund Trust First Eagle Over (FEOE) | 0.0 | $377k | NEW | 7.8k | 48.36 |
|
| Kla Corp Com New (KLAC) | 0.0 | $373k | -18% | 307.00 | 1215.08 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $373k | +43% | 6.9k | 53.94 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $370k | NEW | 3.0k | 123.25 |
|
| Edwards Lifesciences (EW) | 0.0 | $367k | 4.3k | 85.25 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $356k | 1.1k | 310.31 |
|
|
| Dex (DXCM) | 0.0 | $356k | 5.4k | 66.37 |
|
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.0 | $355k | NEW | 6.7k | 52.81 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $355k | -6% | 2.0k | 181.25 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $352k | 6.8k | 51.60 |
|
|
| Spdr Series Trust State Street Spd (FLRN) | 0.0 | $346k | -6% | 11k | 30.73 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $342k | NEW | 506.00 | 676.53 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $342k | 6.9k | 49.62 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $337k | 12k | 28.48 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $335k | -3% | 12k | 27.43 |
|
| MercadoLibre (MELI) | 0.0 | $333k | +5% | 165.00 | 2020.13 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $333k | NEW | 2.1k | 162.02 |
|
| UnitedHealth (UNH) | 0.0 | $329k | -9% | 996.00 | 330.15 |
|
| BorgWarner (BWA) | 0.0 | $326k | 7.2k | 45.06 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $319k | +46% | 1.5k | 219.71 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $317k | 2.2k | 146.58 |
|
|
| A. O. Smith Corporation (AOS) | 0.0 | $314k | 4.7k | 66.88 |
|
|
| RPM International (RPM) | 0.0 | $312k | 3.0k | 104.00 |
|
|
| Applied Materials (AMAT) | 0.0 | $311k | +3% | 1.2k | 257.04 |
|
| Rbc Cad (RY) | 0.0 | $311k | 1.8k | 170.49 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $308k | 5.3k | 58.38 |
|
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $305k | 4.1k | 73.64 |
|
|
| Fortinet (FTNT) | 0.0 | $300k | 3.8k | 79.41 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $292k | 756.00 | 386.75 |
|
|
| Altria (MO) | 0.0 | $288k | +13% | 5.0k | 57.65 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $287k | 3.8k | 74.88 |
|
|
| Boeing Company (BA) | 0.0 | $280k | 1.3k | 217.20 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $278k | NEW | 1.3k | 211.99 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $274k | -4% | 1.7k | 161.59 |
|
| Universal Display Corporation (OLED) | 0.0 | $272k | 2.3k | 116.78 |
|
|
| Microchip Technology (MCHP) | 0.0 | $272k | -11% | 4.3k | 63.71 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $269k | +18% | 928.00 | 290.35 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $269k | 4.6k | 58.35 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $268k | -2% | 6.2k | 43.30 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $263k | 2.4k | 110.13 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $262k | -88% | 541.00 | 483.67 |
|
| IDEX Corporation (IEX) | 0.0 | $260k | 1.5k | 177.94 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $258k | NEW | 2.1k | 125.28 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $255k | 1.1k | 227.52 |
|
|
| Deere & Company (DE) | 0.0 | $254k | 545.00 | 465.31 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $252k | +18% | 751.00 | 335.27 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $246k | +19% | 2.1k | 119.34 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $242k | 4.8k | 49.99 |
|
|
| AutoZone (AZO) | 0.0 | $241k | +31% | 71.00 | 3391.51 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $237k | +23% | 2.0k | 119.38 |
|
| Valmont Industries (VMI) | 0.0 | $237k | NEW | 588.00 | 402.32 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.0 | $234k | +3% | 4.4k | 52.70 |
|
| Stryker Corporation (SYK) | 0.0 | $232k | NEW | 660.00 | 351.22 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $232k | 6.4k | 36.23 |
|
|
| Kkr & Co (KKR) | 0.0 | $229k | 1.8k | 127.47 |
|
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $228k | -18% | 4.3k | 53.16 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $224k | -7% | 1.4k | 162.63 |
|
| Gartner (IT) | 0.0 | $224k | 888.00 | 252.28 |
|
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.0 | $224k | 4.4k | 51.26 |
|
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $224k | 3.2k | 70.85 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $223k | 3.1k | 72.68 |
|
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $223k | 22k | 10.14 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $207k | +12% | 4.1k | 50.01 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $206k | 12k | 17.67 |
|
|
| Putnam Etf Trust Franklin Muni Hi (FTMH) | 0.0 | $204k | NEW | 18k | 11.57 |
|
| Wells Fargo & Company (WFC) | 0.0 | $202k | NEW | 2.2k | 93.22 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $202k | NEW | 2.4k | 83.60 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $201k | NEW | 1.7k | 119.75 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $141k | 11k | 13.03 |
|
|
| Pimco High Income Com Shs (PHK) | 0.0 | $62k | +2% | 13k | 4.86 |
|
| Fibrobiologics Com Shs (FBLG) | 0.0 | $8.6k | 38k | 0.22 |
|
Past Filings by RMR Wealth Builders
SEC 13F filings are viewable for RMR Wealth Builders going back to 2019
- RMR Wealth Builders 2025 Q4 filed Jan. 29, 2026
- 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