Rmr Wealth Builders Portfolio Holdings
Rmr Wealth Builders
- $824 Million
- Q1 2024
Rmr Wealth Builders has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $824 Million distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $67.4M, Vanguard Growth ETF with a value of $67.1M, Vanguard Value ETF with a value of $64.4M, Ishares Core S&P Mid Cap ETF with a value of $64.4M, and Ishares Russell 1000 Gr ETF with a value of $37.7M.
Examining the 13F form we can see an increase of $114M in the current position value, from $710M to 824M.
Below you can find more details about Rmr Wealth Builders portfolio as well as his latest detailed transactions.
Portfolio value
$824 Million
ETFs: $553 Million
Technology: $109 Million
Financial Services: $39.4 Million
Consumer Cyclical: $26.9 Million
Healthcare: $25.2 Million
Communication Services: $21.5 Million
Industrials: $15 Million
Consumer Defensive: $10.1 Million
Other: $24.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 259
- Current Value $824 Million
- Prior Value $710 Million
- Filing
- Period Q1 2024
- Filing Date April 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 34 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks