RMR Wealth Builders

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

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Positions held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for RMR Wealth Builders

RMR Wealth Builders holds 232 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 8.5 $60M +2% 194k 310.88
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.3 $59M +5% 136k 436.80
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Vanguard Index Fds Value Etf (VTV) 7.8 $56M -9% 374k 149.50
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Ishares Tr Core S&p Mcp Etf (IJH) 7.8 $56M +10% 201k 277.15
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Ishares Tr Rus 1000 Grw Etf (IWF) 4.9 $35M 115k 303.17
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Ishares Tr Core Msci Eafe (IEFA) 4.1 $29M +16% 414k 70.35
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.7 $26M -2% 338k 77.37
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Ishares Tr Rus 1000 Val Etf (IWD) 3.2 $23M +7% 136k 165.25
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Apple (AAPL) 3.1 $22M 115k 192.53
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Ishares Tr Shrt Nat Mun Etf (SUB) 2.8 $20M -8% 188k 105.43
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Microsoft Corporation (MSFT) 2.4 $17M 45k 376.04
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Ishares Tr Core S&p Scp Etf (IJR) 2.4 $17M +13% 157k 108.25
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Ishares Tr National Mun Etf (MUB) 2.0 $14M -11% 131k 108.41
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NVIDIA Corporation (NVDA) 1.8 $13M +2% 25k 495.21
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.4 $10M +25% 194k 51.66
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 1.3 $9.6M +22% 479k 19.95
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Amazon (AMZN) 1.3 $9.5M +3% 63k 151.94
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Pimco Etf Tr 0-5 High Yield (HYS) 1.2 $8.8M 94k 93.08
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $8.3M -10% 18k 475.32
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $8.2M +11% 167k 49.37
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Ishares Tr Russell 2000 Etf (IWM) 1.1 $7.6M -6% 38k 200.71
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Broadcom (AVGO) 1.0 $7.3M +2% 6.6k 1116.21
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.0 $7.1M +8% 14k 507.38
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JPMorgan Chase & Co. (JPM) 0.7 $4.9M +7% 29k 170.10
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $4.7M -9% 62k 75.35
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $4.6M -33% 11k 409.50
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Meta Platforms Cl A (META) 0.5 $3.7M +5% 10k 353.96
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Select Sector Spdr Tr Technology (XLK) 0.5 $3.6M +2% 19k 192.48
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Home Depot (HD) 0.5 $3.5M 10k 346.54
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Visa Com Cl A (V) 0.5 $3.5M +4% 13k 260.34
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Phillips Edison & Co Common Stock (PECO) 0.4 $3.2M 87k 36.48
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.1M +2% 23k 139.69
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Tesla Motors (TSLA) 0.4 $3.0M -3% 12k 248.47
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $2.8M +27% 57k 48.45
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Costco Wholesale Corporation (COST) 0.4 $2.5M +10% 3.9k 660.14
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Alphabet Cap Stk Cl C (GOOG) 0.4 $2.5M 18k 140.93
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Adobe Systems Incorporated (ADBE) 0.4 $2.5M +5% 4.3k 596.60
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Exxon Mobil Corporation (XOM) 0.3 $2.5M -27% 25k 99.98
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $2.5M 30k 82.04
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Merck & Co (MRK) 0.3 $2.3M +5% 22k 109.02
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Chevron Corporation (CVX) 0.3 $2.3M +3% 15k 149.16
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M -5% 5.8k 356.69
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $2.1M -28% 5.5k 376.86
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Eli Lilly & Co. (LLY) 0.3 $2.1M +11% 3.5k 582.98
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Coca-Cola Company (KO) 0.3 $1.8M +9% 31k 58.93
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Abbott Laboratories (ABT) 0.2 $1.8M +13% 16k 110.07
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Mastercard Incorporated Cl A (MA) 0.2 $1.7M -3% 4.1k 426.55
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.7M -33% 13k 136.38
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Union Pacific Corporation (UNP) 0.2 $1.7M +19% 6.9k 245.62
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Marsh & McLennan Companies (MMC) 0.2 $1.7M 8.9k 189.47
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Abbvie (ABBV) 0.2 $1.7M +2% 11k 154.97
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BlackRock (BLK) 0.2 $1.7M 2.0k 811.82
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salesforce (CRM) 0.2 $1.6M +12% 6.2k 263.13
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Arista Networks (ANET) 0.2 $1.6M +12% 7.0k 235.51
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.6M 2.1k 756.97
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.6M +15% 4.5k 350.93
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Intuitive Surgical Com New (ISRG) 0.2 $1.5M +10% 4.5k 337.36
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Verizon Communications (VZ) 0.2 $1.4M -2% 38k 37.70
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Honeywell International (HON) 0.2 $1.4M -2% 6.7k 209.71
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UnitedHealth (UNH) 0.2 $1.4M +16% 2.7k 526.54
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Blackstone Group Inc Com Cl A (BX) 0.2 $1.4M -12% 11k 130.92
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Comcast Corp Cl A (CMCSA) 0.2 $1.4M +2% 32k 43.85
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Cme (CME) 0.2 $1.4M 6.5k 210.60
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Procter & Gamble Company (PG) 0.2 $1.4M +7% 9.3k 146.54
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Charles Schwab Corporation (SCHW) 0.2 $1.3M +24% 19k 68.80
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $1.3M +28% 2.7k 489.99
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.3M +5% 17k 77.73
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Intel Corporation (INTC) 0.2 $1.3M 26k 50.25
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Walt Disney Company (DIS) 0.2 $1.3M +5% 14k 90.29
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Bank of America Corporation (BAC) 0.2 $1.3M +24% 38k 33.67
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Intuit (INTU) 0.2 $1.3M +9% 2.0k 624.91
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American Tower Reit (AMT) 0.2 $1.2M +27% 5.7k 215.89
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CoStar (CSGP) 0.2 $1.2M 14k 87.39
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.2M +15% 3.0k 406.82
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Netflix (NFLX) 0.2 $1.2M -7% 2.5k 486.79
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American Express Company (AXP) 0.2 $1.2M +26% 6.2k 187.35
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McDonald's Corporation (MCD) 0.2 $1.1M +24% 3.8k 296.51
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Nike CL B (NKE) 0.2 $1.1M +23% 10k 108.57
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Public Service Enterprise (PEG) 0.2 $1.1M -3% 18k 61.15
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CVS Caremark Corporation (CVS) 0.1 $1.1M +5% 14k 78.96
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Select Sector Spdr Tr Energy (XLE) 0.1 $1.0M -25% 12k 83.84
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PNC Financial Services (PNC) 0.1 $1.0M 6.6k 154.85
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Goldman Sachs (GS) 0.1 $996k +31% 2.6k 385.77
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Chubb (CB) 0.1 $988k +3% 4.4k 226.00
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Thermo Fisher Scientific (TMO) 0.1 $986k +30% 1.9k 530.91
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Duke Energy Corp Com New (DUK) 0.1 $982k +32% 10k 97.04
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Waste Management (WM) 0.1 $972k +29% 5.4k 179.08
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Dow (DOW) 0.1 $965k 18k 54.84
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Humana (HUM) 0.1 $954k 2.1k 457.89
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Linde SHS (LIN) 0.1 $951k +18% 2.3k 410.76
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S&p Global (SPGI) 0.1 $927k +22% 2.1k 440.52
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Wal-Mart Stores (WMT) 0.1 $900k +20% 5.7k 157.65
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Gilead Sciences (GILD) 0.1 $899k 11k 81.01
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General Motors Company (GM) 0.1 $893k 25k 35.92
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Intercontinental Exchange (ICE) 0.1 $887k -3% 6.9k 128.43
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CSX Corporation (CSX) 0.1 $885k 26k 34.67
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Nextera Energy (NEE) 0.1 $859k +2% 14k 60.74
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Qualcomm (QCOM) 0.1 $855k +26% 5.9k 144.62
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $839k 3.3k 255.32
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Paccar (PCAR) 0.1 $839k 8.6k 97.65
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Monolithic Power Systems (MPWR) 0.1 $821k 1.3k 630.78
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United Parcel Service CL B (UPS) 0.1 $815k +33% 5.2k 157.24
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Twilio Cl A (TWLO) 0.1 $788k 10k 75.87
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Nucor Corporation (NUE) 0.1 $760k +26% 4.4k 174.05
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Shopify Cl A (SHOP) 0.1 $758k -23% 9.7k 77.90
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Chipotle Mexican Grill (CMG) 0.1 $709k 310.00 2286.96
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Truist Financial Corp equities (TFC) 0.1 $709k 19k 36.92
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Texas Instruments Incorporated (TXN) 0.1 $702k +2% 4.1k 170.44
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Johnson & Johnson (JNJ) 0.1 $700k +6% 4.5k 156.75
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Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.1 $699k 66k 10.53
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Hilton Worldwide Holdings (HLT) 0.1 $698k -8% 3.8k 182.11
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Caterpillar (CAT) 0.1 $689k -2% 2.3k 295.73
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $684k -6% 1.5k 448.21
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Microchip Technology (MCHP) 0.1 $683k -12% 7.6k 90.18
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Dex (DXCM) 0.1 $677k 5.5k 124.09
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Deere & Company (DE) 0.1 $674k +32% 1.7k 399.92
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Fidelity National Information Services (FIS) 0.1 $662k +33% 11k 60.07
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Palo Alto Networks (PANW) 0.1 $652k +6% 2.2k 294.88
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Lyondellbasell Industries N Shs - A - (LYB) 0.1 $650k +2% 6.8k 95.08
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Main Street Capital Corporation (MAIN) 0.1 $639k -3% 15k 43.23
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Snap Cl A (SNAP) 0.1 $628k 37k 16.93
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Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $596k -13% 22k 26.99
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Nuveen Nj Div Advantage Mun (NXJ) 0.1 $593k -5% 50k 11.78
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $592k 8.4k 70.28
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $589k -2% 5.7k 104.00
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Becton, Dickinson and (BDX) 0.1 $587k 2.4k 243.84
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $586k -64% 16k 36.96
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Corning Incorporated (GLW) 0.1 $578k +25% 19k 30.45
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MarketAxess Holdings (MKTX) 0.1 $576k 2.0k 292.85
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $568k -7% 3.2k 174.86
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Select Sector Spdr Tr Financial (XLF) 0.1 $561k -56% 15k 37.60
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $556k NEW 3.1k 178.81
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International Business Machines (IBM) 0.1 $556k 3.4k 163.55
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Teradyne (TER) 0.1 $551k 5.1k 108.52
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Docusign (DOCU) 0.1 $550k 9.2k 59.45
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Boston Scientific Corporation (BSX) 0.1 $547k 9.5k 57.81
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $543k 1.00 542625.00
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Electronic Arts (EA) 0.1 $537k 3.9k 136.81
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Citigroup Com New (C) 0.1 $535k 10k 51.44
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Fastenal Company (FAST) 0.1 $528k 8.1k 64.77
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $527k 4.5k 117.13
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $526k NEW 11k 47.79
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Capital One Financial (COF) 0.1 $525k 4.0k 131.12
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $510k NEW 23k 22.13
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Global X Fds Lithium Btry Etf (LIT) 0.1 $493k -21% 9.7k 50.94
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Guidewire Software (GWRE) 0.1 $477k 4.4k 109.04
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Consolidated Edison (ED) 0.1 $468k -3% 5.1k 90.98
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Select Sector Spdr Tr Communication (XLC) 0.1 $465k +56% 6.4k 72.66
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Icici Bank Adr (IBN) 0.1 $455k -2% 19k 23.84
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Universal Display Corporation (OLED) 0.1 $449k 2.3k 191.26
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $448k NEW 8.8k 51.05
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Ark Etf Tr Fintech Innova (ARKF) 0.1 $443k -12% 16k 27.58
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The Trade Desk Com Cl A (TTD) 0.1 $440k -2% 6.1k 71.96
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Ishares Tr Short Treas Bd (SHV) 0.1 $440k -41% 4.0k 110.14
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Pimco Etf Tr Multisector Bd (PYLD) 0.1 $437k NEW 17k 25.66
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Booking Holdings (BKNG) 0.1 $436k 123.00 3547.22
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Trex Company (TREX) 0.1 $436k 5.3k 82.79
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Enbridge (ENB) 0.1 $428k +2% 12k 36.02
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Ishares Tr Core Divid Etf (DIVB) 0.1 $428k -53% 10k 41.05
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Keysight Technologies (KEYS) 0.1 $425k -10% 2.7k 159.09
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Middleby Corporation (MIDD) 0.1 $422k 2.9k 147.17
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Applied Materials (AMAT) 0.1 $412k +6% 2.5k 162.06
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Select Sector Spdr Tr Indl (XLI) 0.1 $412k NEW 3.6k 114.00
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Transunion (TRU) 0.1 $407k 5.9k 68.71
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $404k -35% 1.5k 270.75
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Constellation Energy (CEG) 0.1 $404k -7% 3.5k 116.88
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $401k +6% 5.5k 72.54
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A. O. Smith Corporation (AOS) 0.1 $385k 4.7k 82.44
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Lowe's Companies (LOW) 0.1 $385k +17% 1.7k 222.49
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Cisco Systems (CSCO) 0.1 $373k -3% 7.4k 50.52
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MercadoLibre (MELI) 0.1 $373k -16% 237.00 1571.54
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Royal Gold (RGLD) 0.1 $370k 3.1k 120.97
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Tyler Technologies (TYL) 0.1 $370k 884.00 418.12
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Morgan Stanley Com New (MS) 0.1 $367k +4% 3.9k 93.24
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $366k -34% 12k 31.19
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Elanco Animal Health (ELAN) 0.0 $346k 23k 14.90
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $345k -10% 4.5k 76.12
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Sherwin-Williams Company (SHW) 0.0 $343k 1.1k 312.01
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Marvell Technology (MRVL) 0.0 $342k 5.7k 60.31
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $341k -25% 3.4k 99.80
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Simon Property (SPG) 0.0 $338k 2.4k 142.65
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RPM International (RPM) 0.0 $335k 3.0k 111.63
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Old Dominion Freight Line (ODFL) 0.0 $334k -33% 823.00 405.36
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Vanguard World Fds Health Car Etf (VHT) 0.0 $330k -6% 1.3k 250.78
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Gartner (IT) 0.0 $328k 726.00 451.11
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Mondelez Intl Cl A (MDLZ) 0.0 $325k -20% 4.5k 72.42
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Edwards Lifesciences (EW) 0.0 $318k 4.2k 76.25
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Frontline (FRO) 0.0 $313k +4% 16k 20.05
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IDEX Corporation (IEX) 0.0 $312k 1.4k 217.11
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Marriott Intl Cl A (MAR) 0.0 $311k 1.4k 225.51
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Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $303k -58% 5.7k 52.97
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Stmicroelectronics N V Ny Registry (STM) 0.0 $294k -19% 5.9k 50.13
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Scotts Miracle-gro Cl A (SMG) 0.0 $293k 4.6k 63.75
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L3harris Technologies (LHX) 0.0 $293k 1.4k 210.62
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Boeing Company (BA) 0.0 $285k NEW 1.1k 260.66
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Paypal Holdings (PYPL) 0.0 $281k -8% 4.6k 61.41
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Draftkings Com Cl A (DKNG) 0.0 $278k 7.9k 35.25
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $278k 6.1k 45.69
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Prologis (PLD) 0.0 $273k -28% 2.1k 133.31
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Bristol Myers Squibb (BMY) 0.0 $271k -2% 5.3k 51.31
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Fortinet (FTNT) 0.0 $271k +2% 4.6k 58.53
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Marathon Petroleum Corp (MPC) 0.0 $267k 1.8k 148.36
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Metropcs Communications (TMUS) 0.0 $266k 1.7k 160.33
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Hercules Technology Growth Capital (HTGC) 0.0 $265k +2% 16k 16.67
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Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.0 $259k 5.5k 47.44
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BorgWarner (BWA) 0.0 $259k 7.2k 35.85
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Philip Morris International (PM) 0.0 $258k +13% 2.7k 94.07
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ConocoPhillips (COP) 0.0 $247k 2.1k 116.07
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Dollar Tree (DLTR) 0.0 $245k NEW 1.7k 142.05
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $245k 1.1k 227.29
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $244k NEW 511.00 477.92
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $241k NEW 4.3k 55.90
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Blackrock N Y Mun Income Tru Sh Ben Int (BNY) 0.0 $233k 22k 10.53
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Selective Insurance (SIGI) 0.0 $225k -10% 2.3k 99.48
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Align Technology (ALGN) 0.0 $224k 818.00 274.00
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Ubs Group SHS (UBS) 0.0 $216k -21% 7.0k 30.90
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $215k NEW 1.3k 168.54
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Te Connectivity SHS (TEL) 0.0 $214k NEW 1.5k 140.50
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Rio Tinto Sponsored Adr (RIO) 0.0 $214k NEW 2.9k 74.46
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Wisdomtree Tr Us Multifactor (USMF) 0.0 $210k NEW 5.0k 42.05
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Totalenergies Se Sponsored Ads (TTE) 0.0 $209k NEW 3.1k 67.38
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Micron Technology (MU) 0.0 $208k NEW 2.4k 85.33
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $205k NEW 749.00 273.87
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McKesson Corporation (MCK) 0.0 $204k -32% 441.00 462.94
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Sony Group Corp Sponsored Adr (SONY) 0.0 $202k -15% 2.1k 94.68
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Pool Corporation (POOL) 0.0 $201k NEW 505.00 398.71
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BCB Ban (BCBP) 0.0 $164k NEW 13k 12.85
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Bgc Group Cl A (BGC) 0.0 $146k 20k 7.22
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BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.0 $136k 12k 11.41
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Nuveen Insd Dividend Advantage (NVG) 0.0 $131k 11k 11.82
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Genworth Finl Com Cl A (GNW) 0.0 $70k -47% 11k 6.68
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Pimco High Income Com Shs (PHK) 0.0 $53k -5% 11k 4.99
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Past Filings by RMR Wealth Builders

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

View all past filings