Rmr Wealth Builders Purchases and Sells in Q1 2025

Rmr Wealth Builders

$936 Million
Q1 2025

Top Buys

Incresed Positions

125 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	12.2K + 2.29%	$69.57 - $78.65 $852K - $963K	547K $41.3M
VTV	12.2K + 2.64%	$167.73 - $179.21 $2.05M - $2.19M	476K $81.2M
SCHO	94.2K + 38.72%	$24.1 - $24.34 $2.27M - $2.29M	337K $8.21M
FMB	43.8K + 15.41%	$50.17 - $51.45 $2.2M - $2.25M	328K $16.5M
FSMB	101K + 14.15%	$19.8 - $19.97 $1.99M - $2.01M	813K $16.1M
MUB	19.8K + 13.89%	$104.71 - $107.69 $2.07M - $2.13M	162K $17.1M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REGN	2.14K New	$634.14 - $744.83 $1.36M - $1.59M	2.14K $1.36M
NOW	1.59K New	$783.83 - $1170.39 $1.25M - $1.86M	1.59K $1.27M
IETC	8.43K New	$74.94 - $89.98 $632K - $758K	8.43K $633K
VHT	1.41K New	$254.06 - $273.83 $358K - $386K	1.41K $370K
XSW	2.15K New	$159.76 - $197.42 $344K - $425K	2.15K $349K
GLD	1.04K New	$243.19 - $288.14 $253K - $300K	1.04K $299K

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-15.4K - 21.82%	$167.43 - $244.7 $2.57M - $3.76M	55K $9.21M
NVDA	-3.86K - 1.51%	$106.98 - $149.43 $413K - $576K	252K $27.3M
IWF	-3.14K - 2.93%	$360.07 - $417.26 $1.13M - $1.31M	104K $37.5M
TSLA	-3K - 19.49%	$222.15 - $428.22 $666K - $1.28M	12.4K $3.21M
MSFT	-805 - 1.62%	$375.39 - $447.2 $302K - $360K	48.9K $18.3M
MRK	-14.2K - 53.44%	$83.01 - $101.02 $1.18M - $1.44M	12.4K $1.11M

Activity Summary All Purchases 140 New Holdings 15 Increased Positions 125 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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