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 38.92% of RMR Wealth Builders's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$5.8M), VUG, VOO, IJR, SCHO, FMB, VTV, MUB, FSMB, REGN.
- Started 15 new stock positions in MO, NOW, BITQ, REGN, SNRE, VHT, DAPP, BABA, AGG, IETC. APO, CAVA, CHKP, XSW, GLD.
- Reduced shares in these 10 stocks: AVGO, UNH, MRK, IWF, IGM, TSLA, SPY, IWM, BDX, IAI.
- Sold out of its positions in AVY, BDX, DECK, DKNG, BOTZ, IGM, IBB, IAI, CASH, NVO. SPTI, SNOW.
- RMR Wealth Builders was a net buyer of stock by $28M.
- RMR Wealth Builders has $950M in assets under management (AUM), dropping by -1.80%.
- 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 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) | 9.0 | $86M | +3% | 166k | 513.91 |
|
| Vanguard Index Fds Growth Etf (VUG) | 8.8 | $84M | +3% | 227k | 370.82 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.6 | $82M | +2% | 476k | 172.74 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.1 | $77M | +8% | 1.3M | 58.35 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $41M | +2% | 547k | 75.65 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.0 | $38M | -2% | 104k | 361.09 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $27M | 252k | 108.39 |
|
|
| Apple (AAPL) | 2.8 | $27M | 120k | 222.13 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.7 | $26M | 136k | 188.16 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.7 | $25M | +2% | 239k | 105.60 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $24M | +11% | 226k | 104.57 |
|
| Microsoft Corporation (MSFT) | 1.9 | $18M | 49k | 375.39 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.8 | $17M | +13% | 162k | 105.44 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.7 | $17M | +15% | 328k | 50.42 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.7 | $16M | +14% | 813k | 19.87 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.5 | $14M | +9% | 288k | 48.82 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.5 | $14M | +4% | 149k | 93.66 |
|
| Amazon (AMZN) | 1.4 | $14M | 71k | 190.26 |
|
|
| Broadcom (AVGO) | 1.0 | $9.2M | -21% | 55k | 167.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $8.6M | -8% | 15k | 559.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $8.3M | 34k | 245.30 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $8.2M | +38% | 337k | 24.34 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $7.7M | 14k | 533.47 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $7.3M | -6% | 37k | 199.49 |
|
| Meta Platforms Cl A (META) | 0.7 | $6.8M | 12k | 576.36 |
|
|
| Visa Com Cl A (V) | 0.6 | $6.0M | +8% | 17k | 350.45 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $5.1M | -5% | 11k | 468.90 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $5.0M | -3% | 61k | 81.73 |
|
| Netflix (NFLX) | 0.5 | $4.8M | +6% | 5.2k | 932.56 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $4.5M | 4.8k | 945.83 |
|
|
| Home Depot (HD) | 0.5 | $4.4M | +5% | 12k | 366.50 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $4.4M | +15% | 37k | 118.93 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $4.2M | 20k | 206.48 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.2M | 7.8k | 532.57 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.1M | +4% | 4.9k | 825.89 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.5M | +5% | 23k | 156.23 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $3.4M | +2% | 155k | 22.08 |
|
| Chevron Corporation (CVX) | 0.4 | $3.4M | +10% | 20k | 167.29 |
|
| Verizon Communications (VZ) | 0.3 | $3.3M | +4% | 72k | 45.36 |
|
| Tesla Motors (TSLA) | 0.3 | $3.2M | -19% | 12k | 259.17 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.3 | $3.0M | +8% | 121k | 25.13 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $3.0M | +10% | 8.6k | 352.56 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $2.9M | +2% | 5.8k | 495.27 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.8M | +9% | 20k | 139.78 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.7M | +3% | 31k | 87.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.6M | 17k | 154.64 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $2.6M | 40k | 65.98 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $2.5M | 9.1k | 270.83 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $2.5M | +10% | 14k | 170.42 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.5M | 4.5k | 548.06 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.4M | 30k | 82.73 |
|
|
| Arista Networks Com Shs (ANET) | 0.2 | $2.4M | 31k | 77.48 |
|
|
| salesforce (CRM) | 0.2 | $2.4M | +7% | 8.8k | 268.36 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.3M | +14% | 4.8k | 484.83 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $2.3M | +9% | 9.5k | 244.03 |
|
| American Tower Reit (AMT) | 0.2 | $2.2M | +13% | 10k | 217.59 |
|
| Waste Management (WM) | 0.2 | $2.2M | +9% | 9.6k | 231.51 |
|
| Constellation Energy (CEG) | 0.2 | $2.2M | +4% | 11k | 201.63 |
|
| Goldman Sachs (GS) | 0.2 | $2.2M | +3% | 4.0k | 546.32 |
|
| American Express Company (AXP) | 0.2 | $2.2M | +4% | 8.0k | 269.06 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.1M | -4% | 5.0k | 419.89 |
|
| International Business Machines (IBM) | 0.2 | $2.1M | +3% | 8.4k | 248.65 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.1M | +17% | 6.6k | 312.39 |
|
| 3M Company (MMM) | 0.2 | $2.0M | +4% | 14k | 146.86 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.0M | +4% | 16k | 121.97 |
|
| Blackrock (BLK) | 0.2 | $2.0M | 2.1k | 946.49 |
|
|
| Linde SHS (LIN) | 0.2 | $2.0M | +10% | 4.2k | 465.66 |
|
| TJX Companies (TJX) | 0.2 | $1.9M | +27% | 16k | 121.80 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.8M | +7% | 5.9k | 312.02 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.8M | 4.7k | 383.52 |
|
|
| Intuit (INTU) | 0.2 | $1.8M | +17% | 2.9k | 614.03 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.8M | +17% | 48k | 36.90 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.8M | -10% | 17k | 102.74 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.2 | $1.7M | -3% | 48k | 36.59 |
|
| S&p Global (SPGI) | 0.2 | $1.7M | +12% | 3.4k | 508.14 |
|
| Abbvie (ABBV) | 0.2 | $1.7M | -16% | 8.3k | 209.53 |
|
| Cme (CME) | 0.2 | $1.7M | 6.5k | 265.29 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | +19% | 3.7k | 446.69 |
|
| Uber Technologies (UBER) | 0.2 | $1.6M | +43% | 22k | 72.86 |
|
| Qualcomm (QCOM) | 0.2 | $1.6M | +14% | 11k | 153.61 |
|
| Martin Marietta Materials (MLM) | 0.2 | $1.6M | +40% | 3.4k | 478.10 |
|
| Fidelity National Information Services (FIS) | 0.2 | $1.6M | +29% | 21k | 74.68 |
|
| Honeywell International (HON) | 0.2 | $1.6M | -4% | 7.4k | 211.76 |
|
| Coca-Cola Company (KO) | 0.2 | $1.5M | +6% | 21k | 72.13 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.4M | -11% | 9.9k | 146.02 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | +18% | 2.9k | 497.58 |
|
| Corning Incorporated (GLW) | 0.1 | $1.4M | +12% | 31k | 45.78 |
|
| Gilead Sciences (GILD) | 0.1 | $1.4M | +20% | 13k | 112.05 |
|
| Public Service Enterprise (PEG) | 0.1 | $1.4M | 17k | 82.30 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.4M | 2.1k | 662.78 |
|
|
| Chubb (CB) | 0.1 | $1.4M | 4.5k | 302.91 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.4M | NEW | 2.1k | 634.23 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $1.4M | +15% | 51k | 26.35 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.3M | +29% | 9.3k | 139.80 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.3M | +12% | 26k | 49.81 |
|
| Servicenow (NOW) | 0.1 | $1.3M | NEW | 1.6k | 796.10 |
|
| General Motors Company (GM) | 0.1 | $1.2M | 25k | 47.03 |
|
|
| Merck & Co (MRK) | 0.1 | $1.1M | -53% | 12k | 89.76 |
|
| CoStar (CSGP) | 0.1 | $1.1M | 14k | 79.23 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.1M | 13k | 85.07 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $1.1M | -4% | 6.3k | 172.50 |
|
| PNC Financial Services (PNC) | 0.1 | $1.1M | 6.1k | 175.77 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | +5% | 5.8k | 179.70 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.0M | 13k | 79.86 |
|
|
| Twilio Cl A (TWLO) | 0.1 | $1.0M | 10k | 97.91 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $994k | -4% | 10k | 95.48 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $958k | -2% | 19k | 50.21 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $955k | -12% | 5.8k | 165.99 |
|
| Bank of America Corporation (BAC) | 0.1 | $936k | -9% | 22k | 41.73 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $912k | -2% | 6.7k | 135.69 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $887k | -5% | 13k | 67.75 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $871k | -2% | 8.6k | 100.88 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $866k | -15% | 39k | 22.49 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $860k | +3% | 33k | 26.20 |
|
| Paccar (PCAR) | 0.1 | $848k | 8.7k | 97.37 |
|
|
| Guidewire Software (GWRE) | 0.1 | $820k | 4.4k | 187.36 |
|
|
| Main Street Capital Corporation (MAIN) | 0.1 | $807k | 14k | 56.56 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $805k | -2% | 4.9k | 165.86 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $798k | 1.00 | 798442.00 |
|
|
| Citigroup Com New (C) | 0.1 | $795k | 11k | 70.99 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $785k | -18% | 8.4k | 93.45 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $777k | 19k | 41.15 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $774k | -17% | 3.3k | 236.27 |
|
| CSX Corporation (CSX) | 0.1 | $773k | 26k | 29.43 |
|
|
| Docusign (DOCU) | 0.1 | $741k | 9.1k | 81.40 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $728k | -18% | 3.4k | 211.44 |
|
| Palo Alto Networks (PANW) | 0.1 | $725k | 4.2k | 170.65 |
|
|
| Capital One Financial (COF) | 0.1 | $718k | 4.0k | 179.30 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $686k | 1.2k | 579.98 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $684k | +13% | 14k | 47.60 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $668k | -19% | 2.9k | 227.55 |
|
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $663k | 64k | 10.37 |
|
|
| Lowe's Companies (LOW) | 0.1 | $652k | -6% | 2.8k | 233.20 |
|
| Icici Bank Adr (IBN) | 0.1 | $651k | 21k | 31.52 |
|
|
| Fastenal Company (FAST) | 0.1 | $634k | 8.2k | 77.55 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.1 | $632k | NEW | 8.4k | 74.94 |
|
| Walt Disney Company (DIS) | 0.1 | $603k | -17% | 6.1k | 98.71 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $587k | +2% | 7.5k | 78.28 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $586k | 11k | 54.72 |
|
|
| Dow (DOW) | 0.1 | $578k | 17k | 34.92 |
|
|
| UnitedHealth (UNH) | 0.1 | $574k | -72% | 1.1k | 523.51 |
|
| Booking Holdings (BKNG) | 0.1 | $571k | 124.00 | 4606.91 |
|
|
| Nextera Energy (NEE) | 0.1 | $571k | -6% | 8.1k | 70.89 |
|
| Electronic Arts (EA) | 0.1 | $563k | 3.9k | 144.52 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $558k | -2% | 28k | 19.78 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $544k | -10% | 6.4k | 84.40 |
|
| Humana (HUM) | 0.1 | $542k | 2.0k | 264.65 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $541k | -11% | 19k | 29.01 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $536k | 15k | 36.41 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $532k | 4.5k | 118.14 |
|
|
| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $513k | 43k | 11.85 |
|
|
| Enbridge (ENB) | 0.1 | $508k | 12k | 44.31 |
|
|
| Tyler Technologies (TYL) | 0.1 | $508k | 873.00 | 581.39 |
|
|
| Caterpillar (CAT) | 0.1 | $504k | +3% | 1.5k | 329.84 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $492k | +7% | 6.0k | 82.54 |
|
| Transunion (TRU) | 0.1 | $489k | 5.9k | 82.99 |
|
|
| Royal Gold (RGLD) | 0.1 | $487k | -3% | 3.0k | 163.51 |
|
| Morgan Stanley Com New (MS) | 0.0 | $448k | -7% | 3.8k | 116.68 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $447k | 9.0k | 49.62 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $446k | 6.3k | 70.40 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $441k | +7% | 16k | 27.96 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $440k | 5.6k | 78.95 |
|
|
| Philip Morris International (PM) | 0.0 | $439k | +12% | 2.8k | 158.72 |
|
| Middleby Corporation (MIDD) | 0.0 | $436k | 2.9k | 151.98 |
|
|
| Marvell Technology (MRVL) | 0.0 | $431k | +2% | 7.0k | 61.57 |
|
| MercadoLibre (MELI) | 0.0 | $428k | 219.00 | 1955.16 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $428k | -4% | 761.00 | 562.26 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $423k | 2.0k | 216.35 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $416k | 1.6k | 266.71 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $415k | -2% | 1.5k | 271.83 |
|
| Consolidated Edison (ED) | 0.0 | $412k | +4% | 3.7k | 110.60 |
|
| Fiserv (FI) | 0.0 | $404k | 1.8k | 220.83 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $384k | 1.1k | 349.30 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $383k | 9.4k | 40.76 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $382k | -3% | 2.9k | 131.07 |
|
| Keysight Technologies (KEYS) | 0.0 | $381k | 2.5k | 149.77 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $373k | NEW | 1.4k | 264.69 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $370k | 19k | 19.21 |
|
|
| Fortinet (FTNT) | 0.0 | $369k | 3.8k | 96.26 |
|
|
| Dex (DXCM) | 0.0 | $364k | 5.3k | 68.29 |
|
|
| At&t (T) | 0.0 | $358k | -5% | 13k | 28.28 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $356k | +3% | 970.00 | 366.54 |
|
| Cisco Systems (CSCO) | 0.0 | $354k | -5% | 5.7k | 61.72 |
|
| RPM International (RPM) | 0.0 | $347k | 3.0k | 115.68 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $346k | -3% | 5.3k | 65.25 |
|
| Teradyne (TER) | 0.0 | $344k | -8% | 4.2k | 82.60 |
|
| Spdr Ser Tr Comp Software (XSW) | 0.0 | $344k | NEW | 2.2k | 159.87 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $340k | 6.9k | 49.52 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $333k | -12% | 1.7k | 197.45 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $333k | +26% | 4.9k | 67.85 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $331k | +8% | 2.0k | 165.42 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $326k | -5% | 5.3k | 60.99 |
|
| Universal Display Corporation (OLED) | 0.0 | $325k | 2.3k | 139.48 |
|
|
| A. O. Smith Corporation (AOS) | 0.0 | $320k | +4% | 4.9k | 65.36 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $319k | +30% | 3.3k | 96.46 |
|
| Snap Cl A (SNAP) | 0.0 | $318k | 37k | 8.71 |
|
|
| Iron Mountain (IRM) | 0.0 | $317k | -2% | 3.7k | 86.86 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $314k | -13% | 3.9k | 80.38 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $309k | -38% | 1.0k | 306.74 |
|
| Trex Company (TREX) | 0.0 | $306k | 5.3k | 58.10 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $305k | 4.2k | 72.48 |
|
|
| McKesson Corporation (MCK) | 0.0 | $304k | 452.00 | 673.46 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $300k | NEW | 1.0k | 288.23 |
|
| Gartner (IT) | 0.0 | $298k | -2% | 710.00 | 419.74 |
|
| Boeing Company (BA) | 0.0 | $294k | -8% | 1.7k | 170.55 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $293k | +6% | 5.1k | 57.14 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $293k | NEW | 1.3k | 227.92 |
|
| L3harris Technologies (LHX) | 0.0 | $292k | 1.4k | 209.31 |
|
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $292k | 6.3k | 46.50 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $291k | -8% | 2.6k | 110.48 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $287k | NEW | 2.2k | 132.23 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $279k | 3.8k | 72.70 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $279k | +12% | 1.6k | 172.27 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $279k | 1.6k | 172.26 |
|
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $278k | -6% | 5.7k | 48.52 |
|
| IDEX Corporation (IEX) | 0.0 | $273k | +5% | 1.5k | 180.97 |
|
| Apollo Global Mgmt (APO) | 0.0 | $273k | NEW | 2.0k | 136.92 |
|
| Intel Corporation (INTC) | 0.0 | $270k | -23% | 12k | 22.71 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $268k | 1.0k | 268.44 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $264k | 1.1k | 238.21 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $264k | 10k | 25.39 |
|
|
| Microchip Technology (MCHP) | 0.0 | $262k | -14% | 5.4k | 48.41 |
|
| Frontline (FRO) | 0.0 | $261k | +2% | 17k | 15.05 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $260k | 2.0k | 132.47 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $259k | -24% | 1.9k | 134.32 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $253k | 4.6k | 54.89 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $250k | -15% | 8.1k | 30.82 |
|
| Ge Aerospace Com New (GE) | 0.0 | $249k | 1.2k | 200.10 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $249k | NEW | 2.9k | 86.40 |
|
| Applied Materials (AMAT) | 0.0 | $247k | -26% | 1.7k | 145.14 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $239k | 753.00 | 317.83 |
|
|
| Micron Technology (MU) | 0.0 | $239k | -2% | 2.7k | 86.90 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $231k | -5% | 1.6k | 145.69 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $231k | 3.8k | 60.61 |
|
|
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.0 | $226k | -3% | 6.3k | 35.67 |
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $226k | 22k | 10.22 |
|
|
| Exchange Traded Concepts Tru Bitwise Crypto (BITQ) | 0.0 | $224k | NEW | 18k | 12.14 |
|
| Sunrise Communications Ads Cl A (SNRE) | 0.0 | $224k | NEW | 4.6k | 48.29 |
|
| Altria (MO) | 0.0 | $223k | NEW | 3.7k | 60.02 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $223k | 1.5k | 146.61 |
|
|
| BorgWarner (BWA) | 0.0 | $222k | -5% | 7.8k | 28.65 |
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.0 | $220k | -4% | 4.4k | 49.62 |
|
| Block Cl A (XYZ) | 0.0 | $218k | +28% | 4.0k | 54.33 |
|
| ConocoPhillips (COP) | 0.0 | $218k | -13% | 2.1k | 105.02 |
|
| Prologis (PLD) | 0.0 | $214k | -27% | 1.9k | 111.77 |
|
| Ubs Group SHS (UBS) | 0.0 | $214k | 7.0k | 30.63 |
|
|
| Selective Insurance (SIGI) | 0.0 | $213k | 2.3k | 91.55 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $209k | -8% | 807.00 | 258.64 |
|
| Elanco Animal Health (ELAN) | 0.0 | $208k | 20k | 10.50 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $208k | NEW | 2.1k | 98.90 |
|
| Rbc Cad (RY) | 0.0 | $205k | 1.8k | 112.72 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $205k | -13% | 6.7k | 30.73 |
|
| Liberty Global Com Cl C (LBTYK) | 0.0 | $203k | 17k | 11.97 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $176k | +2% | 11k | 16.63 |
|
| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.0 | $136k | NEW | 15k | 9.03 |
|
| BCB Ban (BCBP) | 0.0 | $135k | 14k | 9.86 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $108k | 11k | 9.98 |
|
|
| Pimco High Income Com Shs (PHK) | 0.0 | $58k | +2% | 12k | 4.94 |
|
| Fibrobiologics Com Shs (FBLG) | 0.0 | $35k | 38k | 0.90 |
|
Past Filings by RMR Wealth Builders
SEC 13F filings are viewable for RMR Wealth Builders going back to 2019
- 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
- RMR Wealth Builders 2022 Q1 filed May 13, 2022
- RMR Wealth Builders 2021 Q4 filed Feb. 2, 2022