RMR Wealth Builders

Latest statistics and disclosures from RMR Wealth Builders's latest quarterly 13F-HR filing:

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Portfolio Holdings for RMR Wealth Builders

Companies in the RMR Wealth Builders portfolio as of the March 2021 quarterly 13F filing

RMR Wealth Builders has 799 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 13.1 $51M +137% 208k 243.04
Ishares Tr Rus 1000 Val Etf (IWD) 9.3 $36M +159% 236k 151.55
Ishares Tr Msci Eafe Etf (EFA) 7.3 $28M +181% 370k 75.87
Ishares Tr Core S&p Mcp Etf (IJH) 6.7 $26M +144% 99k 260.28
Ishares Tr Russell 2000 Etf (IWM) 5.6 $22M +139% 97k 220.94
Ishares Tr Short Treas Bd (SHV) 3.5 $14M +156% 122k 110.51
Microsoft Corporation (MSFT) 2.8 $11M +21% 45k 235.76
Amazon (AMZN) 2.5 $9.4M +17% 3.1k 3094.07
Apple (AAPL) 2.3 $9.0M +140% 74k 122.14
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $5.7M +152% 50k 113.84
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $4.8M +155% 10k 476.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $4.6M +111% 12k 396.29
JPMorgan Chase & Co. (JPM) 1.1 $4.4M +42% 29k 152.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $4.3M +63% 13k 319.13

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Broadcom (AVGO) 0.9 $3.4M 7.3k 463.59
Home Depot (HD) 0.7 $2.9M +15% 9.4k 305.29
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $2.8M +55% 8.6k 330.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.7M +137% 53k 52.05
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $2.7M +62% 23k 116.75
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.7 $2.5M +197% 44k 57.11
Verizon Communications (VZ) 0.7 $2.5M +31% 43k 58.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.4M 28k 86.26
Comcast Corp Cl A (CMCSA) 0.6 $2.3M +2% 43k 54.11
Facebook Cl A (FB) 0.6 $2.2M +15% 7.5k 294.57
Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.1M +4% 3.4k 617.40
Visa Com Cl A (V) 0.5 $2.0M +48% 9.6k 211.79
Intel Corporation (INTC) 0.5 $2.0M 32k 64.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $1.9M 15k 129.87
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M +11% 884.00 2069.00
Humana (HUM) 0.5 $1.8M +3% 4.3k 419.21
NVIDIA Corporation (NVDA) 0.5 $1.8M +140% 3.4k 533.75
Exxon Mobil Corporation (XOM) 0.4 $1.7M +82% 31k 55.82
Boeing Company (BA) 0.4 $1.7M +8% 6.7k 254.73
Ishares Tr National Mun Etf (MUB) 0.4 $1.7M +158% 15k 116.06
Paypal Holdings (PYPL) 0.4 $1.7M +81% 6.9k 242.82
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $1.7M +8% 33k 50.75
Cme (CME) 0.4 $1.6M 7.9k 204.27
Walt Disney Company (DIS) 0.4 $1.5M +110% 8.2k 184.52
PNC Financial Services (PNC) 0.4 $1.5M 8.4k 175.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.4M +241% 19k 73.93
Tesla Motors (TSLA) 0.4 $1.4M +318% 2.1k 668.08
Mastercard Incorporated Cl A (MA) 0.4 $1.4M +17% 3.9k 356.14
Marsh & McLennan Companies (MMC) 0.4 $1.4M 11k 121.81
Intuitive Surgical Com New (ISRG) 0.3 $1.3M +12% 1.8k 739.18
Coca-Cola Company (KO) 0.3 $1.3M +9% 24k 52.72
BlackRock (BLK) 0.3 $1.2M 1.6k 754.22
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $1.2M +89% 34k 34.06
Adobe Systems Incorporated (ADBE) 0.3 $1.2M +206% 2.4k 475.35
Texas Instruments Incorporated (TXN) 0.3 $1.2M +9% 6.1k 188.99
salesforce (CRM) 0.3 $1.1M +28% 5.4k 211.92
At&t (T) 0.3 $1.1M +165% 37k 30.28
Abbvie (ABBV) 0.3 $1.1M +693% 10k 108.24
Zoetis Cl A (ZTS) 0.3 $1.1M +9% 6.7k 157.53
Public Service Enterprise (PEG) 0.3 $1.0M +290% 17k 60.19
Union Pacific Corporation (UNP) 0.3 $1.0M +8% 4.7k 220.32
Merck & Co (MRK) 0.3 $1.0M +324% 13k 77.09
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M +23% 489.00 2063.39
Honeywell International (HON) 0.2 $961k +4% 4.4k 216.98
Cigna Corp (CI) 0.2 $950k 3.9k 241.85
CSX Corporation (CSX) 0.2 $938k +7% 9.7k 96.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $913k +119% 11k 82.19
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $879k +9% 7.4k 118.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $853k +12% 3.3k 255.62
Johnson & Johnson (JNJ) 0.2 $852k +30% 5.2k 164.42
Abbott Laboratories (ABT) 0.2 $839k +58% 7.0k 119.89
Capital One Financial (COF) 0.2 $828k 6.5k 127.25
Costco Wholesale Corporation (COST) 0.2 $827k +19% 2.3k 352.51
Chubb (CB) 0.2 $814k +4% 5.2k 158.03
Square Cl A (SQ) 0.2 $793k +8% 3.5k 226.96
MercadoLibre (MELI) 0.2 $791k +5% 537.00 1473.00
CoStar (CSGP) 0.2 $782k 951.00 822.29
Chipotle Mexican Grill (CMG) 0.2 $769k 541.00 1421.44
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $760k +116% 8.3k 91.81
Chevron Corporation (CVX) 0.2 $745k +34% 7.1k 104.83
Netflix (NFLX) 0.2 $730k +33% 1.4k 521.80
Nextera Energy (NEE) 0.2 $727k +140% 9.6k 75.57
Charles Schwab Corporation (SCHW) 0.2 $710k 11k 65.18
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $710k +106% 19k 38.42
Blackstone Group Inc Com Cl A (BX) 0.2 $710k +13% 9.5k 74.49
Becton, Dickinson and (BDX) 0.2 $706k +203% 2.9k 243.20
Lowe's Companies (LOW) 0.2 $704k +63% 3.7k 190.12
Intuit (INTU) 0.2 $691k +75% 1.8k 382.83
Bank of America Corporation (BAC) 0.2 $674k +66% 17k 38.70
Edwards Lifesciences (EW) 0.2 $629k +4% 7.5k 83.67
American Tower Reit (AMT) 0.2 $625k +8% 2.6k 239.01
Cisco Systems (CSCO) 0.2 $610k +56% 12k 51.69
Ishares Tr Tips Bd Etf (TIP) 0.2 $601k +40% 4.8k 125.50
Intercontinental Exchange (ICE) 0.2 $591k 5.3k 111.76
Universal Display Corporation (OLED) 0.2 $588k +447% 2.5k 236.72
Tractor Supply Company (TSCO) 0.2 $579k 3.3k 177.17
Lululemon Athletica (LULU) 0.1 $576k 1.9k 306.87
Procter & Gamble Company (PG) 0.1 $569k +107% 4.2k 135.35
Johnson Ctls Intl SHS (JCI) 0.1 $560k 9.4k 59.64
Servicenow (NOW) 0.1 $549k 1.1k 500.00
American Express Company (AXP) 0.1 $540k +84% 3.8k 141.47
McDonald's Corporation (MCD) 0.1 $521k +19% 2.3k 224.28
Microchip Technology (MCHP) 0.1 $508k 3.3k 155.21
Dex (DXCM) 0.1 $505k +8% 1.4k 359.18
Pfizer (PFE) 0.1 $489k +104% 14k 36.20
Docusign (DOCU) 0.1 $484k +78% 2.4k 202.60
L3harris Technologies (LHX) 0.1 $483k 2.4k 202.69
Dow (DOW) 0.1 $480k +17% 7.5k 63.90
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $475k +48% 6.5k 73.00
Sherwin-Williams Company (SHW) 0.1 $465k 630.00 738.10
International Business Machines (IBM) 0.1 $463k +188% 3.5k 133.28
Monolithic Power Systems (MPWR) 0.1 $458k 1.3k 353.12
Electronic Arts (EA) 0.1 $446k 3.3k 135.27
Altria (MO) 0.1 $436k +31% 8.5k 51.14
Palantir Technologies Cl A (PLTR) 0.1 $436k +1385% 19k 23.30
Simon Property (SPG) 0.1 $426k +115% 3.7k 113.81
Mondelez Intl Cl A (MDLZ) 0.1 $418k +57% 7.1k 58.49
Hilton Worldwide Holdings (HLT) 0.1 $416k NEW 3.4k 120.82
Pioneer Natural Resources (PXD) 0.1 $416k 2.6k 158.72
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $414k NEW 7.2k 57.13
Cognex Corporation (CGNX) 0.1 $411k 5.0k 82.91
Global X Fds Lithium Btry Etf (LIT) 0.1 $404k NEW 6.9k 58.52
MarketAxess Holdings (MKTX) 0.1 $399k 801.00 498.13
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $392k NEW 12k 31.88
Boston Scientific Corporation (BSX) 0.1 $391k 10k 38.63
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $386k 1.00 386000.00
Philip Morris International (PM) 0.1 $385k 4.3k 88.71
Bristol Myers Squibb (BMY) 0.1 $376k +29% 6.0k 63.10
Caterpillar (CAT) 0.1 $374k +19% 1.6k 231.72
Accenture Plc Ireland Shs Class A (ACN) 0.1 $350k 1.3k 276.03
Fastenal Company (FAST) 0.1 $347k 6.9k 50.23
Vanguard Index Fds Value Etf (VTV) 0.1 $331k +19% 2.5k 131.35
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $329k +33% 5.7k 58.11
Wal-Mart Stores (WMT) 0.1 $323k +43% 2.4k 136.00
Pepsi (PEP) 0.1 $318k +49% 2.3k 141.33
First Republic Bank/san F (FRC) 0.1 $309k 1.9k 166.76
Maxim Integrated Products (MXIM) 0.1 $305k 3.3k 91.32
Citigroup Com New (C) 0.1 $302k +29% 4.2k 72.74
O'reilly Automotive (ORLY) 0.1 $298k 588.00 506.80
Trex Company (TREX) 0.1 $295k 3.2k 91.44
Abiomed (ABMD) 0.1 $293k +14% 919.00 318.82
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $293k +154% 2.7k 108.76
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $293k -8% 1.3k 226.96
Keysight Technologies (KEYS) 0.1 $289k 2.0k 143.35
Royal Dutch Shell Spon Adr B (RDS.B) 0.1 $286k 7.8k 36.81
Twilio Cl A (TWLO) 0.1 $285k +2% 837.00 340.50
Starbucks Corporation (SBUX) 0.1 $282k +27% 2.6k 109.18
Air Products & Chemicals (APD) 0.1 $282k +3% 1.0k 281.16
Medtronic SHS (MDT) 0.1 $279k +81% 2.4k 118.07
Select Sector Spdr Tr Energy (XLE) 0.1 $278k NEW 5.7k 49.07
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $278k NEW 5.1k 54.70
Schlumberger (SLB) 0.1 $274k +4% 10k 27.24
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $272k NEW 2.5k 109.50
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $267k 1.0k 254.77
Transunion (TRU) 0.1 $265k 2.9k 89.92
IDEX Corporation (IEX) 0.1 $265k 1.3k 208.99
Advanced Micro Devices (AMD) 0.1 $264k +5% 3.4k 78.43
Nike CL B (NKE) 0.1 $263k +16% 2.0k 132.96
Ball Corporation (BLL) 0.1 $261k NEW 3.1k 84.63
Guidewire Software (GWRE) 0.1 $258k 2.5k 101.69
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $255k 1.9k 132.74
Charter Communications Inc N Cl A (CHTR) 0.1 $254k 411.00 618.00
Eli Lilly & Co. (LLY) 0.1 $253k NEW 1.4k 186.99
The Trade Desk Com Cl A (TTD) 0.1 $253k +1196% 389.00 650.39
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $252k NEW 3.7k 67.33
Tyler Technologies (TYL) 0.1 $252k 594.00 424.24
Norfolk Southern (NSC) 0.1 $251k +76% 935.00 268.45
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $250k 807.00 309.79
Realty Income (O) 0.1 $245k +211% 3.9k 63.55
Teradyne (TER) 0.1 $240k +11% 2.0k 121.64
Nio Spon Ads (NIO) 0.1 $238k +50% 6.1k 38.91
SVB Financial (SIVB) 0.1 $237k 480.00 493.75
Fidelity National Information Services (FIS) 0.1 $236k 1.7k 140.73
Scotts Miracle-gro Cl A (SMG) 0.1 $234k 956.00 244.77
Middleby Corporation (MIDD) 0.1 $234k 1.4k 166.08
3M Company (MMM) 0.1 $233k +1320% 1.2k 193.04
Waste Management (WM) 0.1 $232k +172% 1.8k 128.89
Applied Materials (AMAT) 0.1 $231k +206% 1.7k 133.68
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $229k NEW 4.5k 51.17
Unilever Spon Adr New (UL) 0.1 $229k +24% 4.1k 55.80
Vanguard Index Fds Growth Etf (VUG) 0.1 $227k +229% 884.00 256.79
Exelon Corporation (EXC) 0.1 $225k NEW 5.1k 43.80
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $223k NEW 5.5k 40.43
Palo Alto Networks (PANW) 0.1 $219k 680.00 322.06
Morgan Stanley Com New (MS) 0.1 $219k +6% 2.8k 77.58
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $218k +10% 2.0k 108.62
Nuveen Nj Div Advantage Mun (NXJ) 0.1 $216k +7% 15k 14.50
Autodesk (ADSK) 0.1 $213k NEW 768.00 277.34
Draftkings Com Cl A (DKNG) 0.1 $211k +68% 3.4k 61.19
Vulcan Materials Company (VMC) 0.1 $209k 1.2k 168.55
Dupont De Nemours (DD) 0.1 $208k +6% 2.7k 77.44
Linde SHS (LIN) 0.1 $208k +12% 742.00 280.32
A. O. Smith Corporation (AOS) 0.1 $206k 3.0k 67.72
Select Sector Spdr Tr Technology (XLK) 0.1 $203k NEW 1.5k 132.59
Stmicroelectronics N V Ny Registry (STM) 0.1 $201k 5.3k 38.25
Marriott Intl Cl A (MAR) 0.1 $201k NEW 1.4k 147.90
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $199k NEW 4.3k 45.93
Ark Etf Tr Fintech Innova (ARKF) 0.1 $198k NEW 3.9k 50.99
Analog Devices (ADI) 0.1 $197k 1.3k 155.12
RPM International (RPM) 0.1 $194k 2.1k 91.90
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.0 $190k +875% 4.3k 44.49
Wisdomtree Tr Us Multifactor (USMF) 0.0 $187k NEW 4.9k 37.80
Micron Technology (MU) 0.0 $186k +246% 2.1k 88.15
BorgWarner (BWA) 0.0 $184k 4.0k 46.32
Motorola Solutions Com New (MSI) 0.0 $182k 968.00 188.02
Uber Technologies (UBER) 0.0 $180k +17% 3.3k 54.43
UnitedHealth (UNH) 0.0 $178k +141% 479.00 371.61
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $178k +330% 1.5k 118.04
Selective Insurance (SIGI) 0.0 $178k NEW 2.4k 72.68
Eversource Energy (ES) 0.0 $177k NEW 2.0k 86.81
Axalta Coating Sys (AXTA) 0.0 $177k 6.0k 29.55
Ishares Tr Russell 3000 Etf (IWV) 0.0 $176k +1175% 740.00 237.84
Seagen (SGEN) 0.0 $176k 1.3k 139.02
Fortinet (FTNT) 0.0 $175k NEW 947.00 184.79
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $175k NEW 7.2k 24.30
Avery Dennison Corporation (AVY) 0.0 $174k +113% 950.00 183.16
Ark Etf Tr Innovation Etf (ARKK) 0.0 $174k +624% 1.4k 120.08
Arista Networks (ANET) 0.0 $171k 567.00 301.59
Trane Technologies SHS (TT) 0.0 $169k 1.0k 165.69
International Flavors & Fragrances (IFF) 0.0 $166k +7% 1.2k 139.61
Pimco Dynamic Income SHS (PDI) 0.0 $166k -14% 5.9k 28.19
Ishares Tr Core S&p500 Etf (IVV) 0.0 $165k +6% 415.00 397.59
Kkr & Co (KKR) 0.0 $163k +5% 3.3k 48.93
Ishares Tr Select Divid Etf (DVY) 0.0 $163k +64% 1.4k 113.75
Sony Corp Sponsored Adr (SNE) 0.0 $162k +4% 1.5k 106.02
Oracle Corporation (ORCL) 0.0 $158k +2289% 2.2k 70.35
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $158k +14% 4.9k 32.09
Wynn Resorts (WYNN) 0.0 $155k +19% 1.2k 125.71
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $154k NEW 2.3k 68.23
Anthem (ANTM) 0.0 $154k 428.00 359.81
Crowdstrike Hldgs Cl A (CRWD) 0.0 $154k +50% 845.00 182.25
Colgate-Palmolive Company (CL) 0.0 $152k 1.9k 78.88
Sempra Energy (SRE) 0.0 $146k +116% 1.1k 132.25
Consolidated Edison (ED) 0.0 $144k NEW 1.9k 74.73
Provident Financial Services (PFS) 0.0 $141k NEW 6.3k 22.25
ConocoPhillips (COP) 0.0 $141k +40% 2.7k 53.05
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $140k NEW 1.5k 91.98
Ultra Clean Holdings (UCTT) 0.0 $139k 2.4k 57.92
Main Street Capital Corporation (MAIN) 0.0 $139k +17% 3.6k 39.03
Cognizant Technology Solutio Cl A (CTSH) 0.0 $139k -16% 1.8k 78.18
Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.0 $135k NEW 3.0k 45.35
American Electric Power Company (AEP) 0.0 $135k NEW 1.6k 84.80
Logitech Intl S A SHS (LOGI) 0.0 $135k 1.3k 104.25
Phillips 66 (PSX) 0.0 $134k +18% 1.6k 81.31
Gartner (IT) 0.0 $133k 726.00 183.20
Wec Energy Group (WEC) 0.0 $131k 1.4k 93.91
Ingersoll Rand (IR) 0.0 $130k 2.6k 49.26
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $129k NEW 3.0k 43.38
Lam Research Corporation (LRCX) 0.0 $126k NEW 212.00 594.34
Chemed Corp Com Stk (CHE) 0.0 $126k NEW 275.00 458.18
Getty Realty (GTY) 0.0 $125k NEW 4.4k 28.32
Prologis (PLD) 0.0 $125k 1.2k 105.75
Avalara (AVLR) 0.0 $124k 929.00 133.48
Raytheon Technologies Corp (RTX) 0.0 $124k +69% 1.6k 77.11
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $123k +266% 2.0k 63.01
Cyrusone (CONE) 0.0 $121k 1.8k 67.75

Past Filings by RMR Wealth Builders

SEC 13F filings are viewable for RMR Wealth Builders going back to 2019